We're here with exciting new updates for your BreezeDoc account.

Check out the key updates we've made recently:

Better Document Tracking & Analytics 📈

Get better insights into how people interact with your documents with our updated Activity page.

You'll see a detailed report on views, metadata, and other key insights to make it easier to track and manage your documents.

This new Activity page is live on all your documents right now. Check it out by clicking "Activity" on any any document on your Dashboard.

Check out the new Activity page

New Option to Create View-Only Documents 👀

You can now use BreezeDoc to share view-only documents. For example, a SOW, scope document, case study, or anything else.

Start by uploading a view-only document using the same flow as any other document. After you've uploaded, there's a new "Copy view link" to share.

Upload a new view-only document today.

Upload a view-only document

New Team Templates & Improved Collaboration 👥

With improved team template management, you can now more easily share and organize documents across your team.

You'll see a new sub-navigation bar in your templates view for any team where you're a member. In this new view, create a new template — or, one-click any existing template to easily start a new document.

This feature is available to customers on the Agency Plan.

Check out the redesigned template library

Other Updates

• Recipient passcodes - Require recipients to enter a unique passcode before they can access a document
• Checkbox rendering - Improved checkbox display and reliability for more consistent document rendering
• Team API endpoints - Retrieve documents and templates with new team-based API endpoints (for Agency Plan)
• Security enhancements - Protect your documents with more robust recipient field validation and improved access controls
• PDF generation - More reliable document processing with fixes to checkbox field rendering
• Workflow enhancements - Prevent self-signing flow issues with enhanced recipient management
• Automated emails - Consistent, branding-free automated emails for Agency Plan customers
• Performance - Improved reliability and responsiveness from core updates to our backend systems

❤️ & 🌮,

David and the BreezeDoc team

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