Feature: Favicon Support for Online Terms Hosted via Legal Hub

Product Area: SpotDraft Clickthrough and Legal Hub

Impact of the Change: Improved Whitelabelling Capabilities

Roles Impacted: NA

Description:

We’ve added favicon support to Legal Hub pages, enhancing our whitelabelling capabilities. This allows users to customize their legal pages further by adding their brand’s favicon, making the entire experience, from the browser tab to the page, look and feel like their own.

How to Enable: We will be rolling out favicon gradually for existing customers' Legal Hub page. If you'd like to have your favicon added sooner, please reach out to us.

Feature Name: Replace Counterparty

Product Area: Contract Management, Party Information

Impact of Change: Save time by allowing edits to the counterparty without affecting other contracts or needing to create a new one.

Roles Impacted: Business Users, Contract Creators, Contract Editors

Description:

Ever selected the wrong counterparty when creating a contract and felt that sinking feeling of "oh no, now I have to start over"? Not anymore! You can now replace the counterparty on a contract at any point in the contract lifecycle – from Drafting to Review, and even after Execution – without needing to recreate the contract or restart workflows.

This is one of those features that feels like it should have always existed, and now it finally does! 🎉

Problem Addressed:

We've all been there:

• You accidentally select "ABC Ltd." when you meant "ABC Technologies Pvt. Ltd."
• You spot a typo in the counterparty's email after the contract is already in review
• You need to update counterparty information on an executed contract for record-keeping
• You renamed a counterparty ABC Ltd. to Acme but it impacted all other contracts which had counterparty ABC Ltd.

Previously, fixing these mistakes ranged from annoying to nearly impossible. You might have had to:

• Recreate the entire contract from scratch
• Use workarounds that left old links floating around
• Live with incorrect information in your executed contracts

Solution Overview:

Navigate to the Party Information section on any contract details page, click 'Replace Counterparty', and you're done! You can replace with either:

• An existing counterparty in your workspace, or
• A new counterparty that you create during replacement

What happens when you replace:

• Signatories linked to the previous counterparty are automatically removed (except in executed stage)
• The new counterparty's primary Point of Contact (POC) is added as a signatory (where applicable)
• Any active links with the previous counterparty expire immediately 🔗
• Everything is tracked in the activity log for complete audit trail

Quick Tips:

Managing Duplicates: If replacing creates duplicate counterparties, use Manage → Counterparties → Merge or archive the incorrect entries.

Correcting Individual Emails: Use Replace Counterparty to update emails for individual-type counterparties from the add/edit recipient sidesheet.

Renaming vs. Replacing: Renaming a counterparty changes it everywhere across your workspace for all contracts. Use Replace Counterparty when you only want to update the current contract.

Common Questions:

Q: Will signatories be removed when I replace a counterparty?A: Yes, at all stages except executed. The new counterparty's primary POC is added automatically (except in executed stage where all existing signatories are retained).

Q: What happens if the contract was already sent for signing?A: All previously sent signing links expire. You'll need to send new signing requests.

Q: Will replacing counterparty clear questionnaire answers for Template Flow?A: No, your responses are retained.

How to enable

This feature is now available to all customers across all workspaces! 🚀

Relevant resources

Help article: Link

Feature: Ask the admin for access

Product Area: Permission management

Impact of change: Better self-service

Roles Impacted: All users

Description:

Sometimes, while managing contracts like reassigning a business user, legal reviewer, or signatory, you might not find the user you’re looking for in the dropdown. Or maybe you’ve hit a roadblock trying to delete or upload a contract due to access restrictions.

Instead of wondering why or reaching out to the SpotDraft support team, you’ll now see a clear explanation of what’s blocking you, along with a built-in way to create a task for your SpotDraft admin directly. You can explain your requirement in the task that will help your admin make an informed decision.

Your admin will get notified, who can then review your request and make the necessary changes.

Resources: Help centre article

How to Enable: This is enabled by default

Important callout:

1. It is under the SpotDraft admin's discretion whether or not to accept your request.
2. If you are a SpotDraft admin and get a lot of these requests, it could mean that your access control is not set in the most optimal way.

Product Area: SpotDraft Clickthrough

Impact of the Change: Clickthrough can be integrated in a wider range of businesses that operate primarily on Android and iOS.

Roles Impacted: NA

Description:

SpotDraft Clickthrough is now available on Android and iOS. This means our customers can now integrate Clickthrough directly into their mobile apps to collect user consent from their users. This update is especially useful for businesses that operate exclusively through mobile apps (Android or iOS). It now allows us to support Clickthrough functionality within mobile applications, enabling direct consent collection from mobile users.

Resources and How to Enable:

SpotDraft also offers best practices for implementing Clickthrough on both Android and iOS. To enable Clickthrough for your mobile application, please reach out to your Customer Success Manager.

Product Area: Request Review

Impact of the Change: Quality of Life Improvement

Roles Impacted: All users

Description:

Need to quickly scan a contract and complete your review? You can now do exactly that without opening Word or OnlyOffice.

When you click "Review Contract," you'll see a new option: "Review Without Editing." This keeps you on the contract page itself, where you can leave comments in the Activity Log or provide feedback directly - no extra steps.

Perfect for reviewers who just need to skim and comment, not make edits.

How to Enable: Will be available for everyone by Nov 5, 2025

Product Area: Approvals

Impact of the Change: Quality of life improvement

Roles Impacted: All users

Description:

Ever tried to add an urgent ad-hoc approval while your approval collection was paused, only to hit a wall? That frustrating blocker is now gone!

Problem Addressed:

Previously, when approval collection was paused in a workflow (say, waiting for negotiations before collecting final approvals), you couldn't add ad-hoc approvals. This meant urgent approvals had to wait, creating unnecessary delays for customers like Simetrik, Dream 11 and Apollo.

This update completes the ad-hoc approval functionality - you can now truly request approvals at any point during the draft and redlining stages of your contract.

Solution Overview:

When adding an ad-hoc approval, you now have two options:

• Collect Immediately - The approval gets added right away, even if your approval collection is paused. The approval is inserted right above pause so it's requested immediately.
• Collect Later - Specify a future order number in your approval sequence.

How to Enable: Available for all customers

Product Area: Custom Tasks

Impact of Change: Improves collaboration for shared tasks. Enables teams to distribute work efficiently without creating duplicate tasks or confusion.

Roles Impacted: Any user who creates or edits custom tasks.

Description:

Earlier: Tasks could only be assigned to a single person. For collaborative work, users had to manually duplicate tasks to track shared responsibility.

Now: Users can assign a task to multiple team members or teams directly from the task creation or edit screen. Each assignee receives the same task and related notifications, enabling shared accountability and visibility for progress.

Key Updates:

• Multiple assignees can be selected from the assignee dropdown when creating or editing a task.
• Selected assignees are shown in the dropdown with checkboxes.
• Notifications are sent to all assignees.

• Any assignee can mark the task as complete. Completion updates are shared with remaining assignees.

Product Area: VerifAI (Standalone only)

Impact of Change: Major Feature Release

Roles Impacted: Legal Ops, Contract Reviewers, Legal Counsel

The Problem We're Solving

Until now, VerifAI Guides forced customers to oversimplify their nuanced playbooks into single-line guidelines - resulting in poor coverage, weak accuracy, and lots of manual interpretation. No way to save preferred clauses or fallback positions. Plus, navigation issues and incorrect paragraph references added friction.

The Solution: Smarter, Richer, More Contextual Guides

Guidelines can now be comprehensive enough to capture everything in your playbook - preferred clauses, fallback positions, and complex conditional logic.

• Guideline Titles - Give your guidelines clear, descriptive titles for quick navigation.

• Complex Guidelines with Intelligent Processing - Write guidelines as detailed as you need - no more forced oversimplification. VerifAI now breaks down complex guidelines into sub-guidelines behind the scenes and runs multi-layered checks. This also improves accuracy even further.

• Typical Wording (Your Standard Clause Language) - Add your preferred clause language. When VerifAI suggests edits, it tailors recommendations to match your typical wording while preserving legal meaning.

• Fallback Positions - Add up to two fallback clauses — alternative language you'd accept in negotiations. VerifAI will suggest edits based on these when needed.
• Fixed Navigation & Paragraph Referencing - No more broken paragraph jumps or cryptic internal indexes. VerifAI now references the correct paragraphs in your contract.
• Faster guide runs - VerifAI now runs guidelines in parallel thus arriving at results significantly faster.

Who Benefits Most?

This is a game-changer for upmarket customers with comprehensive, multi-layered playbooks — organizations with tiered negotiation strategies, and preferred clause libraries.

For customers with simpler guides? Nothing changes. Fully backward compatible.

How to Enable

General availability for all VerifAI Standalone customers. No setup required.

Please note - This feature is not available in DraftMate (AKA VerifAI in CLM).

Important Callouts

• Fully Backward Compatible: Existing guides continue to run as-is. No migration needed.
• Temporary Limitation: Editing old guides requires adding "typical wording" for now (lifted soon)

Help Center Article: Link

Feature Name: Invite workspace members directly to a specific contract as signatories, without adding them at the contract type level.

Product Area: Add/Edit recipient Sidesheet, Prepare for Sign

Impact of Change: Removal of additional step to invite workspace members as signatories, making it faster and easier to send contracts out for signing.

Roles Impacted: BU, Creator, Editor, or Admin with the appropriate access to add signatories through the recipient sidesheet and prepare for sign flow.

Description:

Users can now directly invite workspace members as signatories to a specific contract, without needing changes at the contract type level. This update makes the flow consistent with the invite flow across rest of the platform and lets users move forward with the 'prepare for sign' step without additional steps or clicks.

Note:- Signatories added this way will get added only to the specific contract. They will not be implicitly added to the contract type.

How to Enable:

This is enabled for all the workspaces by default

Feature Name: Contract Activity Timeline

Product Area: Contract Analytics

Impact of Change: Nothing breaks in the existing flow, and there is major visibility into the time spent on all contractual tasks

Roles Impacted: All users with view access to contracts

Description:Activity Timeline provides detailed insights into Turnaround Times(TAT) across all contract lifecycle stages at a contract level, enabling users to identify bottlenecks and optimize workflow efficiency.

Key Features:

Stage Tracking: Monitor time spent in Draft, Redlining, Sign Setup, Reviews, Approvals, and Signing phases for both internal teams and counterparties.

Interactive Dashboard: Gantt charts with hover functionality displaying start times, end times, and duration for each activity.

Performance Analytics: Track individual reviewer/approver performance.

How It Works:

1. Navigate to the contract and locate the Activity Timeline information strip
2. Click "View Timeline" to access time analytics
3. Review breakdowns across Contract Stages, Reviews, Approvals, and Signatures

The Key Benefit:

Comprehensive visibility into contract processing times with actionable data for process optimization. If a contract has been taking a long time, now there is no black box effect and everyone can know where the time is spent.

Notes: Data synchronization occurs every 15 minutes. Activity Timeline is not supported for historically imported contracts or Clickthrough contracts.

Resources: Activity Timeline Help Center Guide