Product updates

Advanced Logic & API connectors

• Updated advanced logic linting so it warns on unused variables that need to be cleaned up.
• The SDK key can now be accessed in advanced logic via feathery.sdkKey.
• API connectors can now be automatically generated via AI.
• When a field ID is changed, references to the ID in logic rules and API connectors will now be automatically renamed.
• Logic rule element and step triggers are now clickable, which take you to their definition.
• New public API endpoint for duplicating a form in your account.
• Email bounce and complaint event logs can now be queried from the public API.

Document Intelligence

• You now have access to prompt templates for a variety of use cases, from insurance policies and applications to custodial statements, government IDs, and more.
• Spreadsheet extractions now support processing multiple spreadsheets simultaneously.
• Query details input will now expand as input increases in length.
• Improved scroll behavior of bounding boxes on the document review screen.
• “Continuous pages” toggle can now be enabled in the settings to improve extraction of tables that span multiple pages of the PDF.
• You can now specify criteria across an entire group of datapoints pulled from a multi-value query.
• The extraction ID is now available to copy in the extraction settings page.
• Extraction datapoints are preserved now when switching between single value and multi-value query types.
• Multi-value query datapoints can now be re-ordered.
• Extractions can now be grouped into folders.
• The free-form query extraction type now shows the actual queries that were run in the results.
• Spreadsheet extractions now allow limiting the number of sheets processed within a given spreadsheet.
• Extraction queries now support rules, which allow for more granular control over whether an extracted value should be pulled or not.
• Both CSV and free-form queries now run significantly faster.
• When duplicating an extraction, its integrations and logic rules will be duplicated as well.
• More file types are now supported such as WebP.
• Inbox Integration
  
  • The inbox integration now allows saving processed attachments to a file field.
  • New mode of processing multiple documents at once where you can map each document to a specific extraction variant.
  • You can now specify a custom Feathery email address to process a specific extraction, allowing you to send documents from the same email address and control which extraction processes them.
  • Emails are now processed faster.

Document Templates & E-Sign

• Feathery has updated support for auto-filling PowerPoint templates and conditional templating logic for including / excluding slides, generating images & tables, and more.
• When a document template is created, you can now test it out from the document settings by manually specifying test data to fill it out and download a copy.
• Document e-sign email notification subject lines can now be customized from the settings, and field placeholders can be used in the body.
• Excel sheet templates now automatically handle sheet titles with invalid characters.

New & Updated Integrations

• Black Diamond - Prefill Feathery workflows from Black Diamond data and send collected user data to Black Diamond.
• Quik
  
  • When uploading a Salesforce field map, the attributes will now be validated against the authorized Quik account.
  • The Salesforce map now supports specifying related fields to pull data from.
• Email OTP
  
  • You can now use a custom sender email as long as it has been verified.
  • The authenticated email address can be referenced in subsequent workflow logic.
• Plaid - the bank name datapoint is now more accurate.
• Webhook - now returns the submission completion time and last submission time as well.
• Most integrations now support sending the submission completion status as an attribute to the end system.

General Improvements & Fixes

• Promoting forms now by default keeps fields linked across forms. This means field IDs will not change on promotion.
• Multiselect dropdown options now wrap to the next line if the length overflows.
• When reviewing completed collaborative form submissions, the form will be in read-only mode.
• You can now specify custom webpage titles for forms deployed on custom domains.
• The default view for a step in the form designer now shows all hide-show rules present on the step.
• When loading results for the task view or form results, it now has a loading display while results are being pulled.
• When saving integration changes, the button will now indicate that it’s saving.
• Overlapping empty containers will no longer be automatically deleted in the form designer if they have a custom iframe or HTML component specified.
• Radio and checkbox groups can now be toggled to display horizontally by default instead of vertically.
• When including a field ID in a text field that allows variables via {{FieldId}} syntax, a dropdown will now display with a list of field IDs that can be chosen from.
• Button actions that trigger extractions now allow configuring if the extractions are processed simultaneously or sequentially.
• Hyphens are now allowed in URLs opened from the Open URL button action.
• Form results table now allows deleting results from the table view directly.
• No Folder has now been renamed to Default Folder for folder support in the Feathery dashboard.
• Bounce and complaint rates from custom emails that users send out are now monitored, and high bounce/complaint rates will be placed under review or disabled.
• The task view sort order is now saved on a per-user basis.
• The task view can now be searched by field values.
• Submission reports are now sent only for active forms. Recipient emails will only be sent to at most one time.
• White label workspaces will now have default themes that inherit from their primary and secondary brand colors.
• The task view loading time is now significantly faster.
• Form publishing is now faster.
• Dropdown fields now will no longer allow text to overlap with the dropdown chevron.
• Forms will now load even if the custom head code runs into an error.
• Fixed issue with repeating signature field in form.
• Improved validation of phone numbers from Asian countries like India and Singapore.
• Starting a new submission will now work even if you’re on a unique submission URL.
• Firebase integration will keep the user logged in for longer by default.
• The feathery.ai PDF -> form migration tool now handles larger PDFs.

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Advanced Logic & API connectors

• Logic rules can now be auto-generated via AI.
  
  • Navigate to the Logic tab → Click "Generate Code with AI" at the bottom left→ Write a prompt and "Generate"
• Autocomplete for feathery.http methods has been improved.
• Advanced logic linting has been upgraded to the latest JavaScript version, enabling modern syntax such as the null coalescing operator.
• No-code logic rules now allow writing expressions with hidden fields.
• Editing large advanced logic rules is now much more performant.
• Pressing Command/Control-S will reformat the code.

Document Intelligence

• New extraction type allows querying language models directly with Feathery submission data.
• It is now easier to manage and edit extractions with many queries.
• Inbox integration now allows enabling the ability to process emails without attachments.
• The extraction review screen now supports viewing the location of data pulled from emails.
• The file name can also now be simultaneously saved into a Feathery field when the document is processed.
• Multiple queries on an extraction can’t save into the same field.
• Processed spreadsheet runs will now show the processed spreadsheet in the review screen.
• Very small files pulled from emails will no longer be processed since it’s unlikely they have relevant content.
• Extracted data is now returned in the public API for pulling past extraction runs.
• AI will now dynamically determine which row is the header for a spreadsheet when pulling data.

New & Updated Integrations

• Verisk - Enrich your Feathery workflows & submissions with Verisk data.
• Box - Send autofilled and e-signed documents to custom Box folders.
• Persona - Additional verification data points can be saved to Feathery.
• Power Automate - Allow dynamically renaming files uploaded to Power Automate.
• Quik
  
  • Has seen improved Salesforce field mapping support.
  • Customize e-sign email invite subject, message, and DocuSign “send on behalf of” property.
  • Choose which Salesforce account to use for both live and test forms to pull relevant data into Quik forms.
  • Dynamically control included Quik forms, groups, and Salesforce objects to prefill via advanced logic.
  • DocuSign callback support that allows saving signed documents and associated callback statuses and then sending them to Salesforce.
  • Dynamically enable DocuSign joint agreements and include additional e-signers / envelope viewers.
  • Added a toggle to use Quik draft mode on both the live and test form.
  • In draft mode, you can now enable the Quik form viewer to display Quik field IDs.
  • Long-running Quik requests are now handled robustly.

General Improvements & Fixes

• Feathery’s navigation sidebar has been reorganized for clarity.
• Each custom domain set in Feathery can have a custom theme associated with its forms as well.
• The bulk add/edit field options feature now allows bulk-editing labels as well.
• The collaborator ID can now be saved to a field when inviting new collaborators.
• New account permissions:
  
  • Enable or disable the ability to visit the form designer and edit the form itself
  • Enable or disable the ability to edit field values on an existing form submission from the form itself.
• The form promotion tab can now conditionally not show up for workspaces.
• Improved white label field support.
• In the collaborator invite workflow, customizing the email will not be an option if the workflow is being started directly.
• Links to completed collaborative submissions can still be opened and reviewed.
• The form submission weekly report has been updated.
  
  • Can now be configured to send daily
  • Can be configured to send to custom email addresses
  • The report email will now have a CSV attached with the new submission data since the previous report.
• White label custom fields can now be enabled or disabled on a per-workspace basis.
• Improved UI for document templates product
• The button action to generate filled documents now allows saving the URL of the filled document into a field.
• Word doc templates now handle special characters gracefully.
• The default task table sort order is now saved on a per-Feathery account basis.
• The submission list API can now be filtered to return submissions with specific field values.
• The default sender email for Feathery email notifications can now be white-labelled.
• Text field autocomplete options can now be navigated with arrow keys.

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Document Intelligence

• Document extractions now support variants, which allow the same set of queries to pull data and save it into different fields.
• Document page search updates:
  
  • Document page filtering now supports toggling between AND and OR logic.
  • Page filtering now supports limiting the # of pages processed for a given query, including setting a specific start and end page to scan.
  • If explicit page filtering rules are set, default AI page filtering can now be skipped.
  • Extractions can be set to only look at the first N pages for every query in the extraction.
• Document extraction runs can now be triggered from the results page directly.
• Document extractions can now have staging and production versions that are automatically managed via form promotions.
• The Multiple / related type query can now be restricted to find only a single occurrence of related entities.
• Improved display of extraction run statuses.
• AI logic rule runtime order can now be edited.
• Extractions with the inbox integration turned on can now have queries that only run on the processed email.
• Introduced a new Yes/No query type that allows more effectively asking yes/no questions across a document.

Advanced Logic & API Connector Improvements

• Improved view of the logic & code editor with additional vertical space.
• The logic rule code editor in Feathery now supports searching, replacing, and regex matching.
• Deleting an API connector should now immediately reflect that change on the dashboard.
• API connector error logs can now be viewed in the dashboard on the API Connectors tab.
• You can now leverage reusable logic configs in your logic rules to efficiently search across large amounts of spreadsheet-like relational data securely.
• Logic rules now support accessing the form name and ID as constants.
• API connectors now support wildcards (*) when mapping response data to fields.
• New public API for seeding a newly created workspace with a custom template.

Integration Updates

• Charles Schwab: The Schwab integration now supports pushing additional datapoints from Feathery forms to the Schwab account opening tool. Feathery will also track and display the status of envelopes in Schwab’s account opening tool.
• EMoney: Additional actions are now available for the eMoney integration.
• Persona: New attributes can now be passed into the Persona flow, including a custom reference ID, personal information, and more. The Persona workflow output (ID #, birthdate, etc.) can also be saved into Feathery fields.
• Flinks: The Flinks workflow will now open in the same window to avoid permission issues.
• Quik:
  
  • The Quik integration now supports sending Docusign envelope status updates to Salesforce.
  • A single Quik form can now be filled multiple times in the same bundle.

Core Form Builder Improvements & Fixes

• Feathery analytics now supports additional views over the past 3 days and past 2 weeks of data.
• Improved robustness of drag-and-drop form interactions.
• Fixed issue with how Feathery dashboard was responding to edits of data on extraction runs.
• Fixed issue where the styling options for the selected version of a container weren’t showing.
• When generating a promotable copy of a form, you can now specify a custom suffix for fields on the copied form to inherit.
• Improved UX of asset editing, deletion, and renaming.
• Collaborative workflows can now have email invites disabled.
• Collaborative workflows can now be started on the test Feathery form.
• If a form is being promoted and the Feathery dashboard is refreshed, the promotion will continue to display as in progress.
• Submission and task results can now be filtered with a relative date filter (e.g. 14 days ago).
• Folders are now searchable in Feathery.
• When inviting a user to e-sign a document through Feathery, the invite email and email sender can now be customized.
• Feathery has improved support for InDesign document templates now.
• Document templates now ignore pre-defined fields that are too small to be useful.
• Fields fetched from the Feathery SDK now contain information about their position on the form as well.

Document Intelligence

• Improved UX and performance for specifying extraction configurations
• Email extractions now visually display important metadata such as sender emails in the review screen.
• Extraction queries now support custom formats such as free-form, radio option, number, dollar value, address, and more.
• Extractions now support explicit page filters that allow ignoring pages that don’t contain specific keywords or prioritizing pages that do contain specific keywords
• “Rules” can now be specified for specific queries that allow modulating the way data is extracted for that query.
• The email inbox integration now allows pulling emails from specific email addresses in addition to email domains.
• Improvements to email & document extraction accuracy

White Label Editor

• Various dashboard tabs and settings can now be disabled selectively on a per-workspace basis from the API.
• You can now create your own custom templates and categories that can appear in your workspaces.
• Multiple custom fields can now be made available for your workspaces.
• Support a “direct nav” configuration for white label workspaces where you can redirect the user directly to a specific form, and the user will not be allowed to navigate to the broader workspace.
• In the admin account, loading workspaces is now paginated for better performance.

Developer API

• The form list API can now be filtered by specific tag values
• The submission list API now supports:
  
  • Fuzzy searching submission data via a trigram similarity score.
  • Limiting the number of returned results to a specific number.
  • Limiting the returned submission values to specific fields.
• The form submission API now allows unsetting the form completion status.
• The form creation API now returns the name and ID of the newly created form.
• Account roles and permissions can now be edited via API.
• Accounts can now be deleted via their account ID.
• Log APIs are now available for recent API connector errors and sent emails.
• The form schema API will now return the conditional element hide rules associated with the form.
• Envelopes can now be deleted via API.

Integrations

• Quik:
  
  • A mapping between Salesforce record fields and Quik fields can be uploaded to Feathery to automatically map Salesforce records in the Salesforce integration.
• Email:
  
  • Attachments can now be conditionally included for custom email templates.
  • Email reminders can now be configured to go out on a dynamic cadence based on the reminder interval set for specific submissions.‍
• ‍Amplitude: Now has full support for the EU region.

Core Form Builder Improvements & Fixes

• Dashboard loads much faster now for accounts with many forms.
• Container background images can now be loaded dynamically from an uploaded image or specified URL.
• Folders in Feathery can now be deleted and renamed.
• Apex forms can now be configured for every single custom domain enabled on an account.
• API connectors now support additional functionality:
  
  • feathery_form_id: variable that maps to the ID of the current form
  • FeatheryDocument:<Document ID>: variable that includes URL to a filled or e-signable document template
  • Support for automatically calling an API multiple times to upload multiple files, along with passing metadata like the file name and type.
  • Robust parsing of returned data, including more flexibility with date and number formats.
• UX improvement to not make table rows appear selectable if no action occurs.
• Improved the format of the document envelopes table.
• You can now disable automatic collaborator invite emails from sending out in order to force collaborators to leverage the Task View in Feathery.
• Collapse semantic meaning field sections by default.
• When filling a document template via a button action, allow choosing None instead of either signing or downloading the filled template.
• The character spacing form style now allows negative values.
• The task view can now be filtered by hidden field values.
• The task view can now be filtered by multiple values for each specified field.
• Fixed issue where submitting a repeating integer field would filter out empty values.
• Accounts in Feathery can now be optionally configured with signed file URLs that expire after a period of time.
• Fixed issue where A/B test form logic rules were not being properly sent.

Document Intelligence

• Email inbox integration:
  
  • Now allows extracting documents connected via inline links in the email body itself.
  • The content, subject, sender, and send time can now be saved to hidden fields to use in logic or send to other systems.
• Post-extraction logic rules now have access to the extraction run ID (e.g. can set it into a field).
• The AI extractions table will display multiple file links for a given run if multiple files were merged into one before being processed.
• Extractions now support filtering for relevant files (via AI) if multiple are received.
• Examples can now be included for an AI query to guide it in expected output.
• Emails are now processed more frequently (every 2 minutes).
• Excel extraction now evaluates defined formulas before extracting data.

White Label Editor

• You can now customize the dashboard loader for white label accounts.
• Custom fields can now be enabled in the editor by providing your own React code, icon, and label.
• Customize the # of allowed submissions and forms for each workspace.
• Workspaces now support a test mode where they are accessible via test API keys. Live workspaces are no longer accessible via the test API key.

Integrations

• New Integrations
  
  • Box: Automatically send uploaded files and documents to various Box folders, with custom file names.
• Updated Integrations
  
  • Quik:
    
    • Multiple instances of the same Quik form can now be filled at once via repeating fields.
    • Feathery-collected e-signatures can be automatically stamped onto filled Quik forms.
    • Quik fields can now be mapped to Feathery fields via a dedicated UI.
    • Additional Docusign document signers can be configured via a dropdown multiselect Feathery field.
  • eMoney: The eMoney integration now supports both fetching and sending data from all major eMoney record types (client, financial data, etc.)
  • Plaid: Now supports Identity Verification and Consumer Credit reports.
  • Flinks: The login and account IDs can be fetched from Flinks.
  • Webhook: The webhook integration now retries on ephemeral failure.
  • Power Automate: Now enabled for all Feathery international regions.
  • Amplitude:
    • Leverages latest Amplitude library
    • Supports enabling session replays
    • Supports Amplitude EU region

Core Form Builder Improvements & Fixes

• API connector updates:
  
  • Mapping allows including the URL to a filled / e-signed document template.
  • Binary file data can be passed directly via a custom pattern.
  • API connector response mappings will automatically cast the response value if mapped to a form field that has a type.
• Clearer warning when creating a logic rule with a duplicate name.
• Updated miscellaneous UI styling across the dashboard, including animations, borders, and more.
• The Feathery task view can now show and will default sort by the Last Updated timestamp.
• The Feathery task view now allows reviewing completed tasks.
• Modals can no longer be closed by pressing “Esc” to prevent accidental closures.
• Improved logic for sorting logic rules by their trigger within the list view.
• Custom CSS can be set for a form in the form settings.
• Fixed issue where Feathery app would occasionally auto-refresh.
• The Feathery SSN field now supports collecting only the last 4 digits of the SSN.
• Excel document autofill can now fill multiple variables in the same cell.
• New public API for rotating your existing set of API keys.
• Filled / e-signed documents can now have a dynamic name set via a field variable.
• In a promotable form sequence, the non-live forms will prioritize test integration keys if they’re specified.
• Improved UK counties list for phone number field
• Improved password field eye icon style
• Fixed issue where font styles on the mobile form would be cleared.
• Improved Feathery’s RTL language support for document filling, fields, and translations.

White Label Editor

• A suite of APIs now allow you to provision and de-provision whitelabelled Feathery workspaces for your customers
• The same APIs allow you to customize the branding and features in each individual workspace.
• In your workspace admin account, you’ll be able to perform the same actions via the Feathery UI.
• You may generate an account-specific auth token to automatically log your customer into a workspace, bypassing Feathery auth.

Document Intelligence

• AI extraction runs can now be exported via CSV in the Results tab.
• The spreadsheet extraction can now pull data out of specific cells and sheets.
• A status will show up when data has been pulled for a document extraction but not yet the boxes indicating location of the data on the document.
• When triggering a document extraction from a button action, the resulting extraction run ID can now be saved into a field for later use.
• Further improved document extraction accuracy and speed.

Document Templates & E-signatures

• The Sign Documents button action is now Generate Documents, and it allows either redirecting the user through an e-signature flow or downloading filled documents directly.
• The same document template can now be filled out multiple times at once with repeating field data.
• Improved robustness of parsing PDF document templates.
• When a document envelope is filled / signed, the envelope URL can be saved into a hidden field to be accessed via logic.
• Numerical field values get filled as numbers into Excel templates now.
• Improved the default signature invite email to look good on all devices.

Other Public API Updates

• Document extractions can now be triggered via API.
• Logic rule info is now returned in the form schema GET API.
• You can now remove accounts from your team via API.
• The extraction list API returns file names now.

Core Form Builder Improvements & Fixes

• Improved the forms table UI when no forms have been created.
• The Task View can now be sorted by individual fields.
• When mapping Quik form fields, they will now be filtered by field type (e.g. only phone Quik fields for the Feathery phone form field.
• When using a Quik field with pre-defined options, they will no longer be editable in the Feathery UI.
• Files uploaded to Feathery file upload field can be attached to the Quik form bundle.
• The API connector config now supports bulk mapping of request and response fields.
• The webhook integration now allows including hidden field data in the Data Received webhook event.
• Fixed issue where clearing the search term in the form elements sidebar wouldn’t revert the filtered elements.
• Webhook error notifications now return additional information about the webhook for identification (e.g. webhook URL, form name)
• The embed SDK now exposes via API the dependency graph of which fields affect which other fields are shown/hidden.
• Improved scrolling of fields on focus on iOS devices.
• Document e-signature redirect from forms will now maintain the same user session across devices and browsers.
• Improved UX of navigating between steps via the test form UI.
• The Stripe integration now supports including a free trial with a custom number of days when initializing a subscription.

Document Intelligence

• Emails can now be processed by extractions when the email inbox integration is enabled. The extracted results are viewable in the extraction results.
• Extractions can be configured so if multiple documents come in simultaneously, they are combined and processed at once.
• The processing time of documents has been further reduced.
• Extraction results can now be exported as a CSV in the dashboard.
• Additional metrics for AI extractions including timing of different steps and more.
• Word and Excel docs are now processed robustly via document extractions

Advanced Logic

• The logic rule table can now be searched via its code.
• Element triggers have more context and are easier to select.
• If the logic code editor is maximized, that state carries over to other rules in the same session.
• Rules that run on a particular step or element now appear in the relevant locations of the form designer.

Quik Integration Improvements

• No longer allows manually typing new Quik field IDs to reduce user error. All field IDs are available to select.
• Generating Quik forms from a specific Feathery form will now only leverage fields from that particular Feathery form.
• Improved Quik error handling notifications

Core Form Builder Improvements & Fixes

• Improved responsiveness of form designer hotkeys.
• Form list table can now be searched by the form ID.
• The alignment of stamped text can now be specified for document templates.
• Stamped text will now inherit all configured typography styles.
• Custom email templates can now be set up for signature notification emails.
• Improved responsiveness and eliminated ephemeral bugs in the form designer.
• Options when setting hide/show logic or custom validation errors can now be bulk added.
• Form analytics now contain the total number of views on each step as well.
• Publishing linked field updates will now update drafts in other forms appropriately.
• If file upload fields are not updated, submitting the step will not re-submit the same files for processing.
• Progress bars now animate again across steps.
• Improved robustness of repeat container handling.
• Files can now be dragged and dropped onto a file upload field to add a file.

Multiple Form Editors

• Multiple editors in Feathery can now modify a form simultaneously. This enables an entire team to develop in parallel without being blocked on others.

Dev & Staging Forms

• Form Promotion is an advanced feature designed for users who need to seamlessly manage multiple versions of a form. It allows you to swap one instance of a form with another, making it ideal for maintaining both a 'live' version of a form and a separate 'development' version.

Integrations

• New wealth integrations:
  • Orion: Read/write data from portfolio records, models/trading, report/proposal builder, and billing.
  • Redtail: Sync your form data with your Redtail account records, both ways.
  • Addepar: Automatically pull and send client data to Addepar.
  • RightCapital: Automatically pull and send client financial planning info to RightCapital.
  • Wealth.com: Automatically pull and send client data to Wealth.com.
  • Pontera: Automatically pull and send client data to Pontera.
  • Nitrogen Wealth: Automatically pull and send client data to Nitrogen Wealth.
  • Tamarac: Read from, create, or update Tamarac financial records based on your form submissions.
• Improved integrations:
  • Flinks: The number of days of transaction history to pull can now be customized.
  • Quik:
    • The file attachment UI can now be configured to auto-open in the review screen. The e-sign phone number can be prefilled as well.
    • The Quik review screen will now open up in the same flow as the form to avoid browser permission issues.
  • When setting up an API connector powered by integration credentials, you can now set up the credentials directly in the API connector workflow.

Document Intelligence

• Email inbox integration: Trigger document extractions directly from documents attached to your email threads. You can also initiate form submissions for any forms connected to the extracted data.
• Extractions now support advanced logic rules that can run after the extraction completes and allow calling APIs, triggering other integrations, running additional extractions, and more.
• Extraction review screen improvements:
  • The order of extracted data entries is now aligned with the order of the queries.
  • Related data entries are now grouped together for easier analysis.
  • The results for an entire query can now be toggled on or off.
  • When an extraction is approved, an optional URL redirect can be enabled.
• A multi-value query can now be set with the following attributes.
  • Required: data *must* be found for this query
  • Unique: duplicate results for this query will not be included.
• Extraction templates are now available. When creating an extraction, choose from a preset library of templates (e.g. bank transactions, holdings, etc.) and it will automatically populate with best-practice, commonly seen queries along with optimized processing logic.
• Extraction results with lots of runs will now load and paginate faster.

Core Form Builder Improvements & Fixes

• API connectors now support field variables in the URL.
• Results can now be bulk uploaded to a form via a CSV file.
• The City field can now be enabled with autocomplete, which will fill in the selected city, state, and country.
• Feathery SSO now supports connecting additional custom attributes from your IdP to Feathery team accounts, including first/last name, phone number, and more.
• When picking a winner for an A/B test, you can also allow the winning form to inherit the links of the formerly live form, enabling a seamless hotswap.
• When leveraging the financial form template creator, an existing theme can now be selected for the template form to use.
• The submission fetch API can now be ordered by the layout of fields in the form.
• The static internal field ID is now returned in Feathery APIs and can be used to identify fields when submitting data via the form submission API.
• When deleting a form, the name prompt won’t contain trailing whitespace.
• Copying a form will intelligently link already linked fields and leave unlinked fields unlinked.
• When generating a PDF template in Feathery, the default PDF font is now embedded to handle a known Acrobat issue with rendering symbols.
• When signing across multiple signature fields on the same form or document, the subsequent fields will prefill the name used in the previous field.
• Dropdown fields will no longer autofocus on mobile devices.

Integrations

• New Integrations:‍‍
  • Google Cloud Storage: Automatically populate form files to a custom Google Cloud Storage location.‍
  • Linear: Update Linear tasks via your Feathery form submissions.
  • ‍MailerLite: Create MailerLite subscribers from Feathery form submissions.‍
  • Mailgun: Send emails through Mailgun populated with collected form data.‍
  • Omnisend: Update Omnisend contacts with collected form data.‍
  • OpenAI: Send messages to your OpenAI chatbot.‍
  • Perplexity: Trigger Perplexity chat completions with collected form data.‍
  • Productboard: Create Productboard features from form submission data.‍
  • WooCommerce: Create WooCommerce records via your Feathery form submissions.‍
  • Apollo.io: Create Apollo.io records from your collected form data.‍
  • CINC: Automatically create CINC leads and records from collected form data.‍
  • FreshMarketer: Create Freshmarketer records from your collected form data.‍
  • Workiz: Automatically create Workiz records from collected form data.‍
  • MoneyGuide: Read from, create, or update MoneyGuide financial records based on your form submissions.
• Improved integrations:
  • The ability to filter integrations by category has been improved.
  • Quik! Forms:
    • The Quik! E-sign popup can now be customized in the Quik integration and prefilled from form data.
    • Quik! username and password are now optional since they will default to a test account.
    • When mapping Feathery to Quik! Fields, you can now select from a list of Quik! Field options based on the Quik! forms you’ve connected.
    • You can now choose multiple Quik! forms at once when setting up your initial Feathery form, and Feathery will automatically merge them.
    • Quik! forms can now be conditionally included in the final bundle.
  • Webhook: A test URL can now be set so the test form calls a different endpoint than the live form.
  • Salesforce: You can now create an API connector that pulls Salesforce object data via SOQL or creates / updates a Salesforce object directly.

Documents Auto-fill & Signatures

• Word document templates can now be viewed in the dashboard once created.
• Signature flows can now be set up to redirect back to the origin form or website once completed.
• Invalid Word templates will now trigger error notification emails.
• Checkboxes and radio button groups will now be stamped onto documents if an existing field doesn’t exist.
• Document signature alertees can now include dynamic email addresses specified via a field ID.
• Uploaded images may now be specified dynamically in a Word doc template.
• The document to sign may now be downloaded before it’s signed.

Document Intelligence

• You may now forward documents to a Feathery email and have them automatically be run through a Feathery document extraction.
• Document extractions have now been moved out of forms, which allows multiple forms to leverage the same extraction and the user to run an extraction independently of a form.
• Document extractions can now be duplicated.

Core Form Builder Improvements & Fixes

• Feathery-hosted forms now load 1 second faster.
• The default step background color can now be set as part of the theme.
• Forms now load faster in the dashboard (active forms are loaded first in priority).
• Fixed bug where API connectors wouldn’t load properly after opening up a different form first.
• Accounts with the Viewer role will no longer see billing warnings.
• Improvement to the switch design in Feathery.
• The batch submission fetch API is now more performant.
• There is now an API to fetch the PDF export of a given form submission.

Quik Partnership & Integration

• Feathery has partnered with Quik! Forms in enabling RIAs and broker-dealers to automatically open and transfer custodial client accounts. Instead of asking your clients to manually fill out tedious PDF docs that often ask for duplicate information, Feathery allows you to create a seamless client experience:
  • Ask for each piece of info only 1 time, and Feathery automatically generates every necessary custodian PDF with its fields filled.
  • Prefill client information from your system of record, e.g. Salesforce.
  • Native Docusign integration for a seamless e-sign experience when the custodian requires it. Leverage Feathery’s native e-sign experience otherwise.
  • Conditionally show only the fields in your digital Feathery form that are necessary for the user to fill. Don’t show unnecessary information.

Document Intelligence Updates

• Extractions can now be run on specific pages of a multi-page document, dynamically determined by an AI classification pipeline.
• Additional accuracy and speed improvements for dense documents.
• When configuring an extraction, you no longer need to specify the fields to store the data into - they will be automatically created.
• 100+ page documents can now be processed more efficiently.
• Extraction queries can now be sorted.
• Improved data auto-scroll behavior in the result viewer.

Integrations

• New Integrations:‍
  • AWS S3: Automatically upload form files to an AWS S3 bucket and path
  • Integrate Feathery with LoanPro, Temenos, or Fiserv for an end-to-end loan origination and management experience.‍
  • Oscilar: Integrate Feathery with Oscilar to handle risk decisioning for financial services.
• Improved integrations:
  • You can now easily write Salesforce API connectors that use custom SOQL for prefill support (ex: pre-filling forms using Salesforce Contact data).
  • Submission PDF exports can now be sent through most integrations.
  • Additional Plaid data can now be pulled via the Plaid integration.

Documents

• Word documents can now be signed as well within Feathery’s E-Signature solution
• Document signatures can now be configured to use either drawn, typed, or both.
• Excel document templates can now generate multiple rows dynamically if the field used to fill a variable is a list of values.
• The document ID is now accessible from the document settings page.
• Improved UI for when no folders have been created.
• Signed PDF notification emails can now be chosen from existing account users as well.

Core Form Builder Improvements & Fixes

• Hidden fields can now be created and edited in an improved interface that allows for editing options, semantic definitions, and more.
• Improved no-code rule builder UI
• Saving data to Feathery servers can now be disabled on a per-form basis.
• The default translation can now be assigned a language code as well.
• The form’s creator, creation timestamp, last edit timestamp, and last editor will all be displayed in the form settings.
• You can now assign or disable the ability to publish forms for specific Feathery accounts.
• When customizing the form results table, fields to choose from are now sorted.
• When navigating around form result pages quickly, they will no longer clear.
• The date selector field now has configurable time intervals.
• User-submitted files in Feathery can now be cleared on a regular interval.
• When copying a form or choosing a template, add/remove container actions will be properly copied now.
• An account in a user group that creates a form will automatically have that form be associated with the user group.
• QR scanner field camera and zoom settings are now saved between sessions.
• Removed extra padding from the phone field.