Product updates

Fill Word + Excel Documents and New Document Customization Options

• Both Excel and Word documents can be filled via a Feathery Document workflow now. Pages and sheets can be conditionally generated
• You can now set up custom emails to notify when signature workflows are viewed and completed.
• Uploaded document templates can now be downloaded from its settings.
• From the settings, you can also replace the existing document template and have the existing mappings still apply.
• Additional PDF fields can now be added:
  • Radio buttons
  • Checkboxes
  • Dropdowns
  • Dynamic images
• Template mapping improvements:
  • PDF fields can now be copy-pasted and deleted via backspace / delete buttons.
  • Improved document designs, movement, positioning, resizing controls.
  • Text field overflow for single and multi-line has been improved
  • Default signature font is now more similar to handwriting.
  • Typography for all fields can now be customized.
• Submission PDF exports:
  • You can now customize the export to have all submission data be laid out continuously vs a separate page for each step.
  • You can upload a custom font file to use to customize the submission PDF font directly from the settings page.

Integration Updates

• You may now switch integration authenticated accounts & triggers without losing your config mappings.
• Telesign integration now supports sending and verifying SMS codes.
• The Flinks integration now supports pulling any Flinks-related attribute for users who successfully authenticate through the Flinks verification flow.
• The Alloy integration now supports journey applications along with real-time ID verification for users.
• On the business plan, collaborative submission URLs can now be mapped and sent as well through Feathery integrations.

Core Form Builder Improvements & Fixes

• Custom attributes may now be set for each Feathery account and leveraged as prefill attributes in a collaborative workflow.
• A collaborative submission can now be started directly even if it contains only one collaborator
• The file upload field allowed field types can now be customized with custom file extensions
• A fixed position can no longer be set for the root container of a step.
• You can now drag to adjust padding and margin amounts for elements.
• The image field now allows viewing PDFs as well if pulling from a field that contains either an uploaded PDF or a URL to a PDF file.
• Improved matrix field value formatting in PDF exports, emails, CSV exports, etc.
• When issuing an API connector test request, integration auth token variables will automatically be substituted if available to substitute for the test.
• API connectors now support multipart/form-data requests.
• New public API endpoint for listing all forms
• Hide logic can now be triggered from the API for filling documents as well.
• Minor form UX + performance improvements
• Fixed issue where sometimes the width of a button would flicker on a button click
• openUrl is now an async logic action that can be awaited to guarantee completion before subsequent logic is run.
• Text elements no longer have border radius set on them.
• Tooltips now support dynamic field variables in them.
• Signature fields now have improved positioning and cropping of whitespace.

Manage & chain your integrations with Logic Rules

• Most of Feathery’s native integrations (e.g. Salesforce, Hubspot, Google Sheets) can now be manually triggered in custom logic rules once they’re set up. This allows you to chain actions together (e..g create a Salesforce contact then a deal object), conditionally run certain integration actions, and take actions based on the data returned from integration actions.

Other Custom Logic Features

• Custom logic rules will now be default restricted to only access fields from the current form, with an optional toggle to allow access to other fields across forms. This makes common use cases easier to set up and more performant.
• The required property of fields can now be dynamically set from logic rules.
• API connectors can now be duplicated with one click.
• updateUserId method now allows user ID to be optional, in which case a random user ID will be autogenerated.
• The language of the form is now returned in the getStepProperties method.

Document Autofill & Signatures

• Pages of your document can be conditionally shown or hidden when filled.
• Submission export PDFs can now be customized - layouts, font sizes / weights / family, custom headers & footers, etc.
• New document fields added will now be required by default.
• Documents will no longer flicker when edited / published.
• Improved the document field editing UX

Document Intelligence

• Significantly faster document intelligence extractions and improved accuracy
• Allow multiple documents to be extracted in parallel from a multi-file upload
• Assign extraction reviewers who can receive email notifications, approve runs, and more.

Core Form Builder Improvements & Fixes

• Significant improvement in form designer performance for large forms
• Feathery accounts now support collecting first and last names. When a collaborative submission is being filled and the collaborator corresponds to a Feathery account, their personal information can be autofilled in the form.
• JS embed code now supports login & authentication
• Email integration:
  • A custom delay time is now configurable for reminder emails on incomplete submissions
  • When filling out a collaborative form, the email recipients can now be configured to be the collaborators whose turn it is to fill out the form, and their unique collaborative submission link can be included in the email.
• Webhook integration:
  • Form ID is now passed in the webhook payload.
  • Webhook payload fields are now ordered by their step flow.
• Public API:
  • New API for inviting new users to your team.
  • Form schema API now returns associated field assets as well.
  • The form creation API has been improved with better defaults (fill dimension steps, centered layouts) and now copies form settings as well.
  • Integrations will be copied from the template form when creating a new form from a template via the form creation API.
• Improved feathery.ai form creation from prompt.
• Fixed an issue where the linked field publish warning would appear sometimes when the linked field was not modified.
• The file upload field now supports restricting or allowing custom file field types
• New account permission to restrict the ability to edit linked field properties in the design.
• Image element images can now be dynamically pulled from a URL that is sent into a field.
• Other integrations are now accessible on a HIPAA-compliant plan if no PHI is sent through them.
• Additional regional translations options are now available.
• Searching form results is now much more performant.
• Clearer warning when a form is created in an inactive state.
• Element assets in a list and form fields in a list will be alphabetized by default.
• Improved case-insensitive comparison operators for logic.
• Renamed collaborator “label” to “role” for clarity.
• New interface for sharing a unique form submission link.
• When duplicating a form, AI extractions will also be copied over.
• Collaborative submission links will now support custom URL domains if configured.
• Fixed issue where some submissions would come in with the first letter duplicated due to Android keyboard suggestions.
• Accounts with the role “viewer” will no longer receive integration error emails.
• Improved performance when rapidly programmatically setting Feathery field values.
• Improved URL field value validation.
• Improved date selector field UX.
• The Feathery phone field now supports iOS autofill.
• readOnly <Form> prop allows programmatically disabling all fields on the form.
• hideTestUI <Form> prop allows hiding test / draft form navigation UI that appears by default.
• Fixed issue on iOS where radio button and checkbox field validation errors wouldn’t appear properly.
• Resolved a few Stripe integration payment bugs.

New features for insurance brokers & carriers

New Integrations

• We've launched a new “Insurance” category for our integrations
• Applied Epic: Prefill your forms from Applied Epic data and update your Applied Epic records with form data.
• AMS360: Prefill your forms from AMS360 data and update your AMS360 records with form data.
• AgencyZoom: Prefill your forms from Agency Zoom data and update your Agency Zoom records with form data.
• EZLynx: Prefill your forms from EZLynx AMS or Sales Center data. Update your EZLynx records with form data.
• Guidewire: Two-way sync of your Guidewire policy, billing, and claims records with form data.
• Sagitta: Prefill your forms from Sagitta data and update your Sagitta records with form data.
• Tarmika: Seamlessly connects quoting data from Feathery forms to Tarmika for automated comparative rating.
• TurboRater: Seamlessly connects quoting data from Feathery forms to TurboRater for automated comparative rating.
• Zywave: Prefill your forms from Zywave data and update your Zywave records with form data.
• Redtail: Sync your form data with your Redtail account, both ways.
• Wealthbox: Sync your form data with your Wealthbox account, both ways.

Insurance Form Library

Choose from a set of customizable digital forms that automatically fill multiple quoting information into insurance PDFs across carriers, including liability, P&C, life, renters, travel, and much more.

Carrier Portal Autofill

Our new carrier portal integrations allow you to autofill quoting data across a variety of insurance carrier portals, including Travelers, MassMutual, LibertyMutual, Allianz, Chubb, Progressive, State Farm, and more.

Signatures & Document Generation

• Documents can now be encrypted with a password when exported via email.
• Repeating fields are now exported in a tabular view in submission PDFs
• Exported submission PDFs will now omit pages with no fields and pages that weren’t visited by the user.
• When duplicating a form, all of its integrations will be duplicated as well.
• Documents can now be tagged and organized.

Custom Logic

• Custom logic builder now allows expressions & calculations when setting field values.
• Multiple API connector actions in the no-code logic editor will run in parallel but subsequent actions will wait on completion
• Better text input overflow for API connector and no-code logic configurations
• No-code API connectors now respect field types that aren’t text. For example, a number field value will remain a number and won’t be converted to text when included in an API config.
• Different placeholders can now be set for different repeats of the same field.
• Feathery now supports case-insensitive field equality comparisons.

Core Form Builder Improvements & Fixes

• Forms are now embedded via a custom ID instead of its name. This allows you to rename the form at will.
• Email integration now supports inserting raw HTML templates for the body.
• Improved form validation for certain URL and email formats
• Bulk option upload for fields in the editor now use double colons as delimiters to allow values with single colons.
• Result and task list filters now persist across sessions.
• Date selector improvements:
  • Significantly easier to select years and months
  • Improvement to mobile date selection interface
  • Weekends and specific dates can now be disabled for the date selector
• US territories can now be toggled on or off from the US state field
• Phone field can now be configured to only allow numbers from one specific country
• Field selection now separated by current and other forms. Load & search performance has been improved as well.
• Document Intelligence now supports CSV parsing.
• Fixed Document Intelligence issue where rendered selections would all be on the first page of the document
• Improved the update UX for SEO images
• Improved designer edit performance
• Improved drag experience for form and document editor elements
• Feathery emails now come from noreply@mail.feathery.io instead of noreply@feathery.io
• You can now enable or disable theme edit permission for your team.
• Improved form translation robustness
• Address field postal town is now correctly considered the city.
• Submission retrieval API now handles both live and test submissions
• Field description can now be updated from the API
• The form submission API will trigger form integrations
• Zapier “data received” trigger will now trigger multiple times for a given submission each time new data is received
• API for getting user submission data will no longer return empty fields
• Improved the default loader for forms
• Fixed Calendly field prefill error
• Improved phone input experience for countries with a 4-character phone code.
• Fixed bug where clicking on a phone field would trigger it to autoscroll
• The submission API now supports passing base64 strings as signature image files

‍

New Integrations

• We’ve launched a new “Financial Services” category for our integrations
• SFTP: Sync documents to and from your remote file server via SFTP.
• Redtail: Sync your form data with your Redtail account, both ways.
• Wealthbox: Sync your form data with your Wealthbox account, both ways.
• Fidelity: Automatically open Fidelity custodial accounts and sync client information.
• Pershing: Automatically open Pershing custodial accounts and sync client information.
• Charles Schwab: Automatically open Schwab custodial accounts and sync client information.
• Vanguard: Automatically open Vanguard custodial accounts and sync client information.‍
• Flinks: Embed Flinks in your forms to collect financial information automatically from your users.‍
• Inverite: Embed Inverite in your forms to verify and collect financial information automatically from your users.

Existing integrations

• We now offer a dashboard for integration logs (runs, errors, successes, reasons, etc.) on our Business plan. This dashboard also lets you retry failed integration syncs
• Email integration:
  • We now robustly handle special characters when performing variable replacements.
  • Array-based field values will be displayed in a nicer format.
  • The field change email trigger will now trigger and send emails when a field value is updated from a form submission as well.
• We’ve added new integration triggers across all integrations (including Zapier) to send data when a user uploads a file or signs a document.

Document Intelligence

We’ve improved the user experience of Document Intelligence in a few ways:

• The accuracy of extraction results has been improved
• The interface for reviewing extracted results no longer flickers when toggling between extractions
• Resolved an issue with extractions occasionally showing up blank
• Better error handling UX for the AI extraction editor

Signatures & Document Generation

• We improved the drag-and-drop experience for mapping form to document fields. You can now resize fields accurately as well.
• The document signing and completion experience has been improved as well to show a more clear completion modal
• You can now add a click action to buttons on your form to take your users into a document signing experience directly from the form, along with specifying which documents you want them to sign. This is helpful for onboarding processes that require immediate document generation and signature.
• You can now edit the name of your uploaded document along with the verification requirements you want your user to go through before they sign a document.
• The field value change trigger for signing documents will now trigger on external form submission updates as well.
• Filled data now scales down when filling smaller mapped document fields.
• Form submission PDF exports now support RTL display when RTL is enabled from the form settings.

Workflows

• We’ve launched a new view of all ongoing and completed collaborative submission tasks called the Task View. This is an easy way for any user to understand which tasks they need to complete, what has been completed, and more. You can start completing your tasks directly from this view, if desired. It is searchable and filterable by a variety of attributes:
  • Pending or completed tasks
  • Your tasks or someone else’s tasks
  • Tasks for a particular form
  • Any fields on the form submission associated with the task
• Aside from specific emails, Feathery user groups can now be invited to complete a collaborative submission as a specific role. This is useful for assigning internal teams/departments to complete a task (allowing anyone in that user group to complete it)
• Collaborative submissions can now be started anonymously from the form directly (if enabled), no longer requiring them to sign in to Feathery or be invited over email. 
• Collaborative submission links are now shorter and easier to use.

Core Form Builder Improvements & Fixes

• Offline form handling - now, users are able to fill out forms offline, and Feathery will save and re-sync the data once the user is back online.
• Better sort logic for tables
• Text in the results table is now more easily selectable
• Viewers can no longer edit the status of a form
• Fixed issue where resizing window when on document editor would throw off the mappings
• Collaborative submission emails are now case insensitive
• Multiselect dropdown fields now always respect previous ordering of selected options
• Fixed issue with no-code API connector occasionally returning a bug
• Prevent setting negative padding in form designer
• Better header overflow handling for tables
• Allow setting a form to disabled from custom logic
• When editing field options in bulk, the upload area will begin as the set of current field options.
• The field selector interface is now searchable
• Form results are now filterable by specific fields
• The positions of steps in the flow view are now saved and will be consistent when you come back to the editor again.
• Searching is now supported in the All Users view
• Form submission API will create a new corresponding user if one doesn’t exist already.
• Form translations will also translate conditional logic comparators as well.
• Support subregion translations (e.g. British English, Canadian French, etc.)
• Translations now update the HTML document language header as well.
• Uploaded files can now be downloaded from file fields in the form
• Exclamation mark is now considered a special character for the password field
• Head code now loads before form does.
• Improved style handling for container padding and element percentage height
• Options and placeholders can now be dynamically set from advanced logic
• Improved styling for disabled slider fields

AI Data Extraction V2

Feathery’s improved AI Data Extraction product can extract structured data from documents and images uploaded to your forms. You first can define questions using natural language, and then Feathery's AI will read the uploaded document and store answers within form fields. Finally, Feathery's AI results tab shows you the locations in the document where the AI extracted answers to each question from.

Our extraction solution uses the latest generative AI technology to achieve very high accuracy. Unlike other OCR solutions, you don't need to pre-train on hundreds of examples for our model to get the extraction correctly. Our product performs exceptionally well on tabular data, such as reading bank statements, investment reports and more. You can specify “multiple value” extractions that support extracting data about repeated entities in a document. For example, you can ask our model to “return a list of all stocks in the investment report, along with their quantity and market value”.

Watch a demo video here and learn more in our docs.

If you'd like to try it yourself, book a demo.

Documents

• Our free plan now offers up to 5 free documents per month that can be signed or autofilled. 
• Document fields can now be optional, meaning users don’t have to fill them out when signing a document
• The audit log for a filled/signed document can now be downloaded from the envelope in the dashboard. Audit logs include key information such as IP addresses and timestamps of key events in the signature process such as when the document was first opened and signed.
• Email verification can now be toggled on or off for signing a document via the document settings tab. This is helpful when you are already verifying user identity prior to signing
• The Sign Documents button action allows you to fill documents and collect e-signatures on top of documents as a step of your form/workflow.

Workflows

• We’ve revamped the experience for logged-in users with the “Viewer” role (made for users who should fill out forms and complete workflow tasks but not be able to edit them). Viewers now see a simplified experience without access to account settings or themes, or delete submissions. 
• The roles and permissions of invited users can now be edited post-invite
• Certain fields can be hidden from user groups in the results tab. This is helpful for sensitive information that not every user should be able to access.
• Entire Feathery user groups can now be invited as part of the collaboration workflow. This is especially useful for assigning an internal team or department to review a submission. Anyone from that department can complete the collaborative submission/task.
• Collaborative submissions can now be initiated from a public, non-collaborative form link. The first user filling out the form will take on the first collaborator role.

Advanced Logic Improvements

• The authentication token for any connected integration can now be used in your API connectors, beyond just Salesforce and Hubspot. The syntax to reference the authentication token is {{integration-name_token}}. For example, to access your google sheets token to make an API request to add a few rows, you can reference {{google-sheets_token}} in your API connector and Feathery will automatically pass in the credentials server-side.
• All Business accounts now have access to privileged logic, allowing them to use browser utilities in the Javascript editor such as window, navigator, etc. 
• The placeholder of a field can be dynamically set via logic now.
• Email and SMS messages can now be triggered via no-code actions in our no-code logic builder

New Integrations

• Egnyte: Pull in Egnyte documents for use with Feathery’s AI Data Extraction features, and also store collected documents into Egnyte‍
• Google Drive: we revamped our Google Drive integration to allow you to store uploaded files from your forms into a specified folder.

Core Form Builder Improvements & Fixes

• The country field now allows storing the abbreviated country code as the value rather than the full country name
• We’ve expanded the allowed max field lengths
• We’ve improved how our results dashboard handles text overflow
• Field IDs are now consistent when duplicated
• When duplicating a form, you may now specify a prefix which will automatically be prepended to the copied field IDs.
• When duplicating a form, you may now also copy integrations as well.
• SEO metadata (description, title, favicon, meta image) are now available on all paid plans. 
• The meta image can now be uploaded as well.
• Custom HTML head code can now be set for your forms under the form settings
• “Remember User” can now be toggled on/off for each individual form rather than across all forms.
• Multiple emails can now be triggered for a single email config on the same form submission
• Allow setting up options in a repeating field so each repeat may have a different selection
• Tooltips can now be set on button group options.
• Multiple custom DNS domains can now be set up for each Business account.
• Collaborator invite emails now display properly in Outlook.
• Hyperlinks in text are now actual anchor tags.
• Images in forms are now preloaded for faster performance.
• Bug fix: Phone field no longer auto-focuses on Safari occasionally.
• Double-curly brace field ID values can now be included in custom HTML and iframe code.
• Button group widths are now mobile-responsive by default.
• Button group description now aligns with the button group itself
• Options can now be properly created when multi-select dropdown fields are set to “allow new options”.

Collaborative Workflows

Feathery’s Collaborative Workflows feature allows multiple people to collaborate on a single form. You can specify the number of collaborators, assign form fields or steps to each collaborator, set the collaborator order, and more. You can also trigger integrations when the workflow is successfully completed by all collaborators, such as sending an email to all collaborators. Feathery also supports conditionally routing the form to collaborators based on logic you define in our no-code logic builder.

Here are some common use cases of collaborative workflows:

• Approval workflows: route all submissions to a designated approver
• Insurance broker and customer collaboration (ex: broker pre-fills some customer information and then sends it to the customer to verify)
• Underwriting: route loan/insurance applications to designated underwriters based on their industry, business/account type, etc.
• Wealth management: collaborate with clients, advisors and internal reviewers to collect information, verify and generate documents

Watch a demo video here and learn more in our docs.

Documents

• A stylized PDF can now be exported of the form submission itself with all of the field data from the form
• Document envelopes can now be assigned tags (ex: by customer name, location, etc) and filtered on (ex: showing all documents tagged with a customer)
• Multiple documents can now be signed at once
• Our PDF mapping now supports matrix fields and repeating fields
• We have created a button action to allow users to sign all documents corresponding to a form submission at once (instead of requiring users to go to their email invitation to sign documents). This enables a seamless user experience of completing a form and signing all required documents at once.
• We have an improved document mapping UX, with side panels for creating, updating, and deleting document fields
• Improved document signing consent flow

Workflows

• Collaborator invite emails can now be powered by the email integration to be completely custom (ex: having different invite emails per collaborator role)
• The pending collaborator email and role can now be displayed in the results view. This allows you to see the current status of any collaborative form submission and who is the next assigned collaborator.

New Integrations

• Telesign: Use Telesign's advanced authentication suite to verify users via Telesign's silent verification (a new instant way to verify identity through carriers), SMS one-time passcodes, and Voice OTP (for landlines).

Core Form Builder Improvements & Fixes

• Our new QR scanner form field allows scanning of QR codes and storing the scanned value into any field.
• We have added a global user view of submissions across different forms. By clicking the “All Users” tab, you can see each user by their UserID and view all fields they’ve entered across all forms.
• We’ve made our results tab more performant with faster searching and filtering of result data. We’ve also improved the results display for long result entries
• Dropdown and multiselect dropdown fields now support tooltips on hover
• User Groups can now be assigned when inviting users to accounts, and edited prior to those users accepting their invites
• Fixed a bug where he no-code logic rule builder was occasionally flickering
• Checkbox groups, multiselect dropdowns, and button groups can now have default values
• Empty containers in the form designer can now be moved
• We’ve improved the performance of the no-code API connectors, including the ability to use the form submission user ID as a variable in the definition
• You are now able to set additional permission controls for editing form logic (ex: preventing certain users to edit the Logic tab of the form)
• A max number of multiselectable options are now configurable on dropdowns and checkbox groups
• A custom autocomplete mode can now be specified for text fields
• The Delete Repeating Container action can now be used on buttons outside of a repeating container as well
• Emails can now be triggered on a dynamic time delay (ex: one day after form submission)
• We’ve launched a form submission creation public API endpoint
• We’ve improved form error message positioning in our building
• We’ve added multi-language support for validation errors with our native SMS OTP integration
• We now support checkbox and container click actions to work together (when you have a checkbox nested within a container)
• Inline error messages now do not shrink element height
• We now allow multiple form submissions with same authenticated account to be generated via the New Form Submission action
• Send form completion event for analytics integrations along with all form data optionally, including hidden fields
• Form setting can now save conditionally hidden fields along with shown fields
• We’ve fixed issue where phone field would autofocus when the step is loaded
• When changing the translated language, the form will be remounted to reflect new language
• The mobile keyboard no longer appears for the date selector field
• We’ve made the year selector in our Date selector component more clearer
• Fields can now have inline (rather than hover) tooltips
• Improved checkbox - label vertical alignment
• Improved tabbing behavior for radio buttons and checkbox groups
• Form text with hyperlinks now use anchor tags

Feathery Documents

Feathery's Documents product has gone through a significant revamp. Learn more in our video demo here and docs here.

Here are some example features and use cases:

• Upload a document template and generate a new document for each form submission filled with data collected from the form. You can also separately send the filled document for signature via email (or show it as a popup right after the form is submitted).
• You can set tags for each generated document and search for documents with a given tag for easy access.
• Feathery shows the status of each document that was sent for signature. You can search by sender or tag to find the document and its status (ex: Viewed, Unopened, Signed, etc)
• Feathery collects a detailed audit log in PDF and txt format for each document generated and sent for signature, including the IP Address and timestamps of all collaborators that have viewed/signed the document. You can enable email notifications to be notified when someone views and signs a document.
• You can also fill documents with any data via API with our new fill_document endpoint.

New Integrations

• TrustedForm: You can now attach TrustedForm certificates to each form submission. 
• Quik! Forms: Feathery pulls the relevant documents from Quik for each financial institution (ex: Fidelity, Pershing, etc) and makes them available for filling and signature within Feathery Documents. Documents from Quik are automatically tagged within Feathery for easy search.
• Mulesoft: You can now send form submission data to Mulesoft to transform and then sync to any Mulesoft destination.
• Power Automate: Feathery’s native Power Automate integration allows you to send form submission data to any tool based on various triggers (ex: form completion, step submitted, etc)
• LexisNexis: Feathery integrates directly with LexisNexis’s Risk Solutions (including the Risk Narrative API) to send and get live verification data to decide how to proceed with a given user. Feathery also offers pre-built templates to collect the necessary fields for LexisNexis Risk Narrative’s API
• Alloy: Feathery integrates directly with Alloy’s KYC Solutions to send and get live verification data to decide how to proceed with a given user. Feathery incorporates Alloy’s existing UI templates and also offers pre-built templates in Feathery to collect the necessary fields for Alloy’s verification API

Workflows and Documents

• The currently active collaborator can be used as a hidden field value to create logic for showing/hiding fields, disabling fields, navigating steps, validating entries, and more. You can learn more about Feathery's collaborative forms and workflows here.
• Document sign links can now be generated and automatically included in the email integration
• Document templates can now be autofilled and saved without needing to also be routed for signature.
• Collaborator / form invitation emails can now have custom subject lines. Default subject lines can also be saved and updated.
• Documents generated from a given form submission are now available to access from the submission results tab (under the Documents tab)
• We now prevent placement of document fields that extend past the edge of the document
• Fillable document fields can now be filled out during the signing flow
• All signature fields use the same font across browsers

Integration Improvements

• Auth integrations now support multiple submissions from the same login
• Segment integration can now automatically identify the Segment user with the Feathery user ID

Core Form Builder Improvements & Fixes

• Container positions can now be set as fixed, which means they won’t change position as the form is scrolled
• Multiple repeating containers (non-nested) can now be set for each form step
• Feathery's AI Data Extraction can now automatically handle rotated images when extracting data
• Better copy logic that creates new field ID based on original field ID rather than generating a completely different ID
• Per-form step analytics completion rates are now available. Analytics metrics are represented in more friendly units.
• Navigator and formData() are now available to use in advanced logic
• Translations now support both a primary and secondary style section of the translation (e.g. handle text with sections hyperlinked)
• Robustify container alignment styles when rotating axis
• Matrix field fill color can now be styled
• The “on load” flow navigation rule has been updated to “skip step” for clarity
• Data selector field default can be set to today
• Date selector date ranges can now be restricted to no future or no past dates
• Entry transition animations are now available to set on buttons
• Button background color can now be set as a linear gradient
• No-code rule builder now has a Set Calendly URL action to conditionally set which Calendly calendar to allow users to book on.
• Documentation is now available and linked for the API connector flow
• Zip files can now be whitelisted for file upload fields
• Max number of container repeats can now be restricted to a specific number
• Undo-redo is now available for the no-code rule builder
• CSV export can now be filtered to only show completed submissions
• Logic API connector rules now use lowercase HTTP methods.
• Form links can now be auto-expired / updated from the form settings tab on a regular cadence
• CSV export columns are now ordered by the field order
• File upload fields show label for blobs that are programmatically set
• Global theme styles apply across custom HTML as well
• Slider alignment has been fixed
• All form fields now have the HTML name property set
• Feathery user data storage can now be turned off for forms on the enterprise plan

No-code API Connector

Feathery's No-Code API Connectors allows you to send or receive data to/from any API without having to write code, all within any Feathery form or workflow. You can define your request, test an API response and then map response values to your form fields. Learn more in our docs here and watch a video demo here. 

Here are some example use cases: 

• Dynamically rendering options for a drop-down Looking up a user in a database or CRM (ex: Salesforce, HubSpot) and prefilling their information
• Sending form data to your custom API endpoints
• Running custom validation logic from an API (ex: verify if a user's identity is valid)

New Integrations

• Twilio: Send SMS messages from your existing Twilio phone number
• Feathery Native SMS Integration:  Send SMS messages through Feathery’s native SMS UI and conditionally set the text message sent to users based on their field values.
• Microsoft Dynamics:  Send and receive data to/from any Dynamics 365 object
• eMoney : Create or update any object in eMoney such as clients, investment accounts, salaries and more.
• Morningstar:  Create or update client information, send and receive stock holding information and calculate costs for a given portfolio
• Egnyte : Pull in Egnyte documents for use with Feathery’s AI Data Extraction product, and also store collected documents into Egnyte
• SAP Concur: Send and receive employee data and expenses across SAP’s entire suite of tools.
• Flourish : automatically create or update Flourish destinations, contacts, and orders from your collected form data.

Workflows and Documents

• Document Trigger: You can now automatically send filled documents as attachments to emails via the email integration. Any document you define within our documents 
• Documents can now be automatically triggered to prefill and send for signature when a submission is completed or a field is updated to a certain value (ex: when a submission is approved).
• Emails from the email integration can now be sent to all current collaborators for collaborative multi-user forms
• You can set up your form so users can trigger a submission to go back to a previous collaborator in the sequence (e.g. for requesting edits to the previous submission)
• An audit log of collaborative submission history can now be attached to emails in the email integration

Integration Improvements

• Slack - allow custom messages, creating channels, and more.
• Plaid - configure optional products and toggling whether the form flow should wait for Plaid data fetch completion
• Calendly - allow setting a conditional step redirect on success
• Webhook integration -sends the form name as part of the payload

Core Form Builder Improvements & Fixes

• SEO titles and descriptions can now be defined for your forms
• Text area default value can be set as a multi-line input.
• Address field can now be toggled to either save the entire address into a single field or into their component fields (line 1, line 2, city, etc.)
• The address autocomplete can now be filtered by country
• Gradients can now be set as the background color of containers
• Aria labels can now be explicitly defined on fields
• Social security fields now have a masking option for the end user
• Form CSV downloads can handle larger volumes and will email large exports to you.
• It’s now easier to change the year on the datepicker field
• Better mobile input modes for fields
• Field tooltips will also show on hover now
• Fixed video element max height style
• Video embeds now support query parameters (e.g. configuring Youtube video autoplay, etc.)
• Signature field now supports toggling available signing methods (draw, type, or both)
• Error email notifications are now sent when API connector requests fail.
• Logic rules triggering on element click can now be set to run before or after the default element actions
• Improved experience for editing result field values from the dashboard. Hidden field values can now be restricted to a set of options.
• Improved experience of the no-code rule builder, document field mapping, and form analytics.
• User permission groups now support hiding specific fields
• Form fonts now load faster via a CDN
• Downloaded CSV file field columns are now ordered by where they appear in the form.
• Navigating via container clicks will now trigger autoscroll consistently.
• If protocol isn’t included on the URL field, it will be automatically prepended during validation to support schemes like “google.com”

No-code rule builder

Feathery’s No Code Rule Builder allows you to define custom form logic in a natural language, without having to write any code. Docs here.‍

Here are a few example use cases:

• Set routing logic on which email or department should be alerted when a form is submitted based on previous field values.
• If a user selects a field value, automatically set a default value for another field (ex: If a user sets their city to “San Francisco”, automatically set the state field to “CA”)

The following no-code actions are currently available:

• Conditionally setting certain field values or flags
• Navigating to steps in form or external web pages
• Conditionally showing or hiding elements
• Conditionally setting validation rules

Collaborative Forms: Invite multiple users & collaborate on forms

• You can now invite people over email to fill out a form. You can set an invite message that is included in the email invite.
• Multiple collaborators can be invited to a single form. You can configure which fields each collaborator has access to as well. For example, if there are two signatures needed, one for an employee and one for their manager, the employee can be assigned the “employee_signature” field and the manager can be assigned the “manager_signature” field.
• You can also allow collaborators to invite other collaborators as well, with our new “Invite Collaborator” button action. You can also verify an invited collaborator’s email before they can edit the form.
• You can also set a desired sequence of collaborators for a single form: for example, if you only want the manager to get notified over email about the filled form once the employee has completed it. 
• Multiple collaborators is an enterprise-only feature. Learn more in our docs here

Form Analytics

In the Analytics tab of any form on our Enterprise plan, you can now see key metrics such as: 

• User completion rate 
• Average time spent on form
• How many people view the form vs complete it

You can break down each metric by time interval.

Granular Role Based Access Controls and User Groups:

• Feathery now offers even more comprehensive role-based permission controls, custom roles, and user groups. 
• User groups allow specific accounts to only have access to specific forms. You can define user groups by clicking the pencil icon next to the User Groups label. Once you've created your user groups, you can assign new users to a specific group so they only have access to specific forms.
• Aside from the default roles that Feathery provides, you can define your own custom roles with custom sets of permissions, such as creating forms, deleting forms, modifying form results, modifying integrations and more (full list here) 
• You can set the permissions of an invited user when inviting them

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New integrations & updates

ID Verification (Persona)

• ‍You can now set up user ID verifications flows in your Feathery form via our Persona integration. Users upload their Government ID and scan their face with their camera to verify their identity. Perfect for KYC flows and verification before signature.

Stripe updates

• Feathery now supports the creation and update of Stripe products and prices directly. You can set up Add Product to Cart and Clear Product from Cart actions on your Feathery form.  While you may still use the Stripe dashboard to manage products, doing it instead within Feathery simplifies the overall process and allows you to manage test and live Stripe products as one product. This eases testing and transition between the two environments.
• Product/plan names, prices, subscription interval, etc. can be dynamically derived from the Stripe product catalog using the text source property on text and button elements.  This enables the building of dynamic product selectors in your payment form.
• Cart quantities, subtotals and grand totals can also be displayed on text and button elements using the same text source property.  This enables the building of dynamic cart summaries in your payment form.
• Promo codes are now supported in Stripe checkout flow

Plaid integration improvements

• You can now configure whether or not the Plaid Liabilities product should be enabled when the Plaid flow is triggered
• You can now trigger the Plaid token update flow from Feathery. This allows you to continually pull more financial information from users with their permission

PDF integration improvements:

• You can now set up multiple PDF documents to be generated per form

Calendly integration updates

• Scheduler fields can now be prefilled
• You can conditionally show different Calendly calendars via Logic to help with advanced scheduling and routing

Rudderstack integration updates:

• You can now enable and disable specific form events to be sent via the Rudderstack integration

Advanced Logic Updates

• The user (session) ID can now be dynamically updated from Logic
• The feathery.isTestForm attribute can now be used in Logic to distinguish when a rule is running in the test vs live form context
• Field styles can now be dynamically updated from Logic via feathery.setStyles
• Click events can now be set to run before or after the preset click actions run
• You can now use feathery_auth_email as a variable in API connectors

Core Form Builder Improvements & Fixes

• You can now toggle the Start New Submission click action, which allows the end user to choose to start a new submission on the same for
• We’ve launched new templates: Lemonade quote flow, Patient intake form, Medical intake form, Life insurance flow‍
• Container overflow styling can now be configured (none, scroll, visible)
• Disabled field background color can now be styled
• When setting a hyperlink on text, its style will now automatically update to visually indicate the link
• You can now set a custom favicon for your hosted Feathery forms’
• You can now dynamically set the theme to use when calling init() for your embedded forms
• Fixed bug where repeating checkbox results weren’t displaying properly in results
• Zip code fields can now be toggled to only allow digits
• Button image can now be reset to asset default
• Tooltips can now be set on each individual option of a radio or checkbox group field
• Fixed bug where when swapping the active theme of a form, the same asset could appear multiple times
• Matrix field results are now more readable when downloaded from CSV
• You can now force a text field input to have a numeric keypad on mobile
• Auth integrations cannot be activated if the Remember User setting is turned off
• Weekly reports will now send to any invited users as well if the setting is turned on
• Feathery now uses local CDN to deliver form images for faster loading
• Text field variables are now supported in completion redirect URLs

PDF & Typeform to Feathery Migration Tools

• Our new migration tools allow you to automatically migrate Typeform and PDF forms to Feathery forms in one click. All questions from your Typeform and PDF forms are copied over from all pages, including dropdown options. Try them out directly here: Typeform Migration Tool, PDF Migration Tool

SMS Verification

• We now support sending SMS One-Time Passwords to verify users. This adds on to Feathery’s robust suite of user verification options such as email and government ID Verification. A user can enter their phone number, get texted a code to that number and can proceed to later steps of the form if they enter the correct code.

New Integrations

• Airtable: You can send data to any Base in Airtable, and map form fields to Airtable fields. We also support pre filling data from Airtable: reach out to support@feathery.io for pre-fill access.
• Amplitude and Rudderstack: We now support sending form events (such as step and form completion) to Amplitude and Rudderstack, alongside our existing Segment and Mixpanel integrations.

Improved PDF Generation & Signature Support

• Our PDF Generator has gotten a face-lift! You can now trigger multiple PDFs to be generated or filled at different steps of your form. For example, you can now generate one PDF template for accepted applicants that reach the “Accepted” step and another PDF for rejected applicants that reach the “Rejection” step. Signatures fields also render directly within the PDF.

Weekly Reports

• Users can now turn on weekly email reports for submission stats in the Settings tab of a particular form. You can get notified with the # of new submissions your form received that week and a link to the latest submissions

Feature Improvements & Fixes

• Email Attachment Support: Our email integration now supports file attachments. You can attach uploaded files from a form submissions to emails sent with our email integration.
• Improved Role Based Access Control (RBAC): You can now set granular permissions so that a user can only see form submissions that match a certain field value. For example, if there’s a form with an field called “State”, you can assign a user to only be able to see form submissions in the Results tab that have a State value of California.‍
• Customizable Results Table: The Results overview table can now be customized to display any fields you would like.‍
• Improved Invitations: We now show a UI that allows a user to accept or decline an invite to join another team in Feathery (when invited).‍
• Advanced mobile support: Forms now emits completion events to WebKit / WebView if embedded into a mobile interface or app‍
• URL Format Options: Form hashes can now be turned off in your form settings if you do not want to support browser-based form navigation

Component & Field Improvements

• Containers can now be hidden via the visibility toggle on their styles tab. A common use case for this is hiding containers on mobile devices.
• Our Date selector field now allows toggling between 24 hour & 12 hour display format
• Default field values can now be set on fields from their Properties tab
• Corner radius can now be updated on progress bars
• Margin and padding display on elements in the designer have been improved
• Improved spacing around the matrix field and allow configuring spacing between rows of the radio / checkbox group fields
• We have improved our search experience in the element panel and Results tab
• Read-only fields now visually appear disabled as well
• Slider component now updates dynamically if the value is programmatically set.
• Containers on steps can now be clicked to trigger navigation to other steps
• Custom validation errors will now show up first before any default validation errors (ex: required, basic field formatting, etc.)

Logic Editor Improvements

• Logic and callback functions can now access the fields object for easier access to field values / metadata & modifying them. That means you can just type a field name and start setting or retrieving its values instantly.
• You can now set the order at which you want Logic rules to run. For example, if you want to first call an API to update the options of a particular dropdown and then have additional logic run later when an option from that dropdown is selected.
• The end-user ID can now be accessed and used in logic rules