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Added configuration options to use variable values from source documents in the email subject and body (e.g. document number, recipient name) for more personalized email content.

Added action to resend the DocuSign envelope after it already has been sent. This can be helpful in situations where the DocuSign link is not available anymore for the recipient (e.g. link is expired), but we don’t want to send a new envelope to DocuSign causing the sent envelope counter to increase.

When viewing DocuSign history for a source document, the complete history will be visible instead of only the history for the current envelope. This will also show history log entries for previous envelopes if this was previously voided.

A dedicated role center is added to ApproveIT 365 for insights into document statuses.

Factboxes have been added to the Customer and Vendor for insights into documents handled with ApproveIT 365 for that customer/vendor.

ApproveIT 365 functionality can now be used for Purchase documents.

ApproveIT 365 functionality can now be used for Service documents.

ApproveIT 365 functionality can now be used for Jobs/Tasks.

The process to send the document to DocuSign will now also allow additional (static) documents to be added in the same envelope.

Fixed an issue when using sales quotes numbers containing non numeric characters.

Use contact name in recipient dialog as recipient name if a contact is used on the sales document. Use customer name as fallback.