Release Notes

New updates and improvements to SpotDraft

  1. Legal Hub Navigation Enhancement

    CLM
    Q1 25

     Product Area:Legal Hub

     Impact of Change: Quality of Life Improvement

     Roles Impacted: All users accessing Legal Hub

    Details

    We've improved how hyperlinks work in the Legal Hub! Previously, when users clicked on hyperlinks within Legal Hub pages, they would be redirected in the same tab, forcing them to navigate back to continue reading the original content.

    Now, users can configure hyperlinks in Legal Hub pages to open in new tabs, allowing users to seamlessly reference multiple pages simultaneously without losing their place in the original document.

    How to Enable: This improvement will soon go live for all customers accessing the Legal Hub.
  2. DocuSign Audit Trail Downloads

    CLM
    Q1 25

     Product Area:DocuSign Integration, E-Signatures

     Impact of Change: Quality of Life Improvement

     Roles Impacted: All customers using DocuSign integration

    Details

    You can now download DocuSign audit trails directly from SpotDraft CLM!

    Previously, users had to log into their DocuSign account and search for contracts to download audit trails. This created unnecessary friction and delays.

    Now, simply:

    1. Navigate to the contract
    2. Click the 3-dots menu
    3. Select "Download Audit Trail"

    This brings DocuSign-signed contracts in line with our native eSign functionality, creating a consistent experience regardless of which signing method you use.

    How to Enable: Available to all customers using DocuSign integration. No setup required!
  3. Audit Log Time Zone Display Improvement

    CLM
    Q1 25

     Product Area:Audit Logs

     Impact of Change: Quality of Life Improvement

     Roles Impacted: All users in Indian time zone

    Details

    We've made a small but meaningful improvement to how time is displayed in audit logs for our Indian customers!

    Previously, timestamps for users in the Indian time zone would display as "GMT+5:30" in most cases within the audit logs & a few other places. We've enhanced this to now consistently show "IST" (Indian Standard Time) instead for anyone who's local timezone is set to GMT+5:30

    This update provides better regional clarity and a more localized experience for our Indian customers, making it easier to quickly interpret audit log timestamps without manual conversion.

    How to Enable: This update has been automatically rolled out to all users in the Indian time zone (GMT+5:30)
  4. Version-Linked Legal Hub Documents

    CLM
    Q1 25
    Clickthrough

     Product Area:Legal Hub

     Impact of Change: Quality of Life Improvement

     Roles Impacted: Clickthrough users

    Details

    Ever downloaded a legal document from our Legal Hub and later wondered which version it was? Or struggled to find that exact version again on the Legal Center? We've got you covered!

    Problem Addressed:

    Previously, when users downloaded agreements like privacy policies from the Legal Hub, the PDF had no reference to which version it was or how to find that specific version on the Legal Center. This created confusion when users needed to reference or verify the exact version they were working with.

    Solution Overview: We've added a smart hyperlink with version details in the footer of every downloaded document! Now, when you download any agreement from the Legal Hub, you'll see a clickable link in the document footer that takes you directly to that specific version on the Legal Center.

    Key Benefits:

    • Easy Reference: Instantly identify which version of a document you're looking at
    • Quick Navigation: One click takes you back to the source version on the Legal Center
    • Better Traceability: Maintain clear connections between downloaded files and their source versions
    • Foolproof Documentation: Never lose track of where your legal documents came from
    How to Enable: This feature will be automatically rolled out to all clickthrough agreements on 2nd April, and all existing documents are retroactively supported. No action needed on your part!
  5. Duplicate Contract Detection

    CLM
    Q1 25
    All Users

     Product Area:Contract Upload Flows

     Impact of Change: Quality of Life Improvement

     Roles Impacted: All users

    Details

    We've added a new feature to help prevent duplicate contracts in the repository.

  6. Problem Addressed: When users receive redlined documents from counterparties, many upload them as new contracts rather than as new versions of existing contracts. This creates duplicate records (6.21% of all contracts), causing repository clutter and reporting inaccuracies.
  7. Solution Overview: Now when users upload a document with the same counterparty and contract type as a new contract(upload for review, sign, executed), they will be informed about the potential duplicate and offered two options:
  8. Upload as a new version to the existing contract
  9. Continue creating a new contract record
  10. This improvement provides:
  11. Cleaner repository with fewer duplicates
  12. More accurate reporting
  13. Streamlined workflow for handling document versions
  14.  

    How to Enable: We'll enable this for selected customers and internal workspaces over this week and will be rolling out to all the Work spaces soon.
  15. Contract Version Dropdown

    CLM
    Q1 25
    All Users

     Product Area: Contract Preview, Contract Details Page

     Impact of Change: Quality of Life Improvement

     Roles Impacted: All users

    Details

    We've introduced a simple but powerful new feature that lets you view different versions of your contract directly from the contract preview.

    • Version Dropdown: Users now have two viewing options in the contract preview:
    • Published Version: The last officially published version of the contract
    • Draft Version: The latest saved edits, even if they haven't been published yet

    Problem Addressed:

    Previously, when users made edits and saved them without publishing, these changes were only visible by reopening the editor. This created unnecessary back-and-forth between views when users needed to reference their recent changes. With our new version dropdown, you'll experience:

    • Time-Saving: No more switching between preview and editor to check your recent edits
    • Clarity: Easily identify what's changed between published and draft versions
    • Better Collaboration: Show colleagues your in-progress changes without publishing them

     How to enable: This improvement is available to all users. 

  16. Contract Upload Modal Now a Sidepanel

    CLM
    Q1 25

     Impact of Change: Quality of Life improvement

    Details

    We've made a small update to our upload experience! The upload modal is now a sidepanel for all flows:

    • Upload for review
    • Upload and sign
    • Upload executed

    This small change is made to align with our design system for a more consistent experience.

     

  17. Slack Approvals

    CLM
    Q1 25
    All Users

     Product Area: Contract Approvals, Slack Integration

     Impact of Change: New Functionality

     Roles Impacted: All users who receive approval requests

    Details

    What’s changing?

    Users can now approve contracts directly from Slack without having to visit SpotDraft! The Slack App will send a notification each time an approval is requested, and users can take action right from the message.

    Users can Approve :white_check_mark:, Reject :x: with a note, or View a contract as before--all from the Slack notification. Watch the video to see it in action :video_camera:

    Why this matters

    Problem Solved:

    Previously, approvers had to click “View Contract” and navigate to app.spotdraft.com to approve or reject contracts. This was particularly cumbersome for mobile users, and users on-the-go.

    With most approval information already visible in Slack notifications, we’ve eliminated unnecessary steps by adding direct action buttons to speed up the approval process.

    Who benefits?

    • This feature is especially valuable for:
    • Executives who need to approve contracts quickly while on the go
    • Business users who spend significant time in Slack and not as much on SpotDraft
    • Mobile users who need to complete approvals away from their desks

    How to use it

    Receive notification: When you’re assigned as an approver, you’ll get a Slack message with contract details

    Take action: Click “Approve” to instantly approve, or “Reject” to add rejection notes

    That’s it! The message will update to show the completed action.

    How to Enable: This feature will be rolled out gradually. Important note is that your Slack admin will have to reinstall the Slack App.
  18. Related Documents in Repository

    CLM
    Q1 25

     Product Area: Repository

     Impact of Change: Quality of life improvement

    Details

    Finding related documents just got a whole lot easier! We've streamlined how you access related documents directly from the contract list.

    Problem Addressed:

    Previously, users had to click on the Related Documents icon to view related contracts, creating an unnecessary extra step. The old visual also lacked crucial context like document status and counterparty information, making it difficult to quickly assess related contracts.

    Solution Overview:

    We've transformed this experience with two key improvements:

    Hover to View: Simply hover over the Related Documents icon to instantly see all related contracts - no more clicking required!

    Enhanced Information Display: The redesigned hover view now shows comprehensive information including document status, counterparty details, and contract name - all aligned with how this information appears on the contract details page.

    This update creates a more consistent, intuitive experience that saves you time and provides better context when navigating between related contracts.

    How to Enable: This improvement is available to all users.
  19. Google Drive - Integration Enhancement

    CLM
    Q1 25
    All Users

     Product Area:Contract Upload Flows

     Impact of Change: Quality of Life Improvement

     Roles Impacted: All users

    Details

    What was the problem?

    All contracts could only be uploaded to a single drive, with no option to select which contract types should or shouldn't be uploaded

    Solution

    1. Now, you can choose which contract types should be uploaded to Google Drive and which shouldn't.
    2. You can also specify the drive each contract type should be uploaded to.

    How to enable?

    This is enabled for all customers using the Google Drive v2 integration.

    Call-outs:

  20. If the multiple drives option is selected, users will need to map all contract types to the relevant Google Drives (including shared drives). If any contract type isn't mapped, a comment will be added in the Activity Log.
  21. FYI: This contract wasn’t pushed to Google Drive since its type isn’t allowed/listed. No action needed.
  22.