Reputation Management and Document Signing Improvements

Version 2026.2.5 brings a collection of targeted improvements to reputation management and document signing, along with more meaningful team activity reporting.

Reputation Management Enhancements

• Shorter review links: Review SMS messages now use short links to keep messages clean and concise
• Organization name in SMS: Your firm's name is included in outbound review request messages so clients immediately recognize who the message is from
• Track link clicks: Click tracking records whether clients clicked the review link, giving your team insight into campaign performance
• Sent Requests tab: A new paginated Sent Requests tab lets staff browse all outgoing review requests and their status in one place
• Multilingual reviews: Google-translated reviews now render with separate translated and original language sections, making multilingual client feedback easy to read

Document Signing Builder Improvements

• Duplicate fields: Fields in the signing document builder can now be duplicated with one click, speeding up form setup when you need multiple similar fields
• Guided onboarding tour: New users are walked through the builder interface with a step-by-step tour on first use
• Precise field placement: Fields now snap to alignment guides and support drag-and-resize, giving attorneys pixel-accurate control over signature and text field placement

More Accurate Team Activity Tracking

• Last Active based on usage: The Team Settings page now shows "Last Active" based on actual portal usage rather than last sign-in time, giving managers a more meaningful view of team engagement

Bug Fixes and Stability

• Sign-up: Fixed an issue where the sign-up form would hang indefinitely after submission; the form now completes reliably regardless of notification delivery timing
• Organization details: Fixed a bug where saving organization details would overwrite location address fields with blank data
• PDF thumbnails: Fixed thumbnail generation failures; thumbnails now generate reliably for all PDF attachments
• Case status on intake: Fixed a timing issue where cases created through the add-patient flow were not automatically set to open status
• Add new case modal: Fixed a navigation error that could occur when submitting the new case form
• Stripe payment setup: Fixed payment setup completion that was silently failing; the flow now completes correctly via a dedicated API route
• API credential fields: Fixed password managers incorrectly autofilling API credential input fields in integration configuration modals
• Integrations page: Fixed a spacing issue under the integrations toggle button that was causing layout inconsistency
• Integrations button labels: Corrected the CMS integration button label from "Request" to "Enable" for SmartAdvocate and Salesforce
• Reputation management: Fixed the Configure Google button styling to use the correct outline variant