new
Release 782
New Features
- Data Migration tool for AI Properties (Admin)— A new Admin → Data Migration tool lets you bulk-import document metadata into Aline AI Properties. Generate a spreadsheet template for selected AI Properties, fill in values, upload it, preview validation results, and confirm the import — with the option to overwrite existing answers. This feature is great for importing data from a CLM, CRM (e.g., Salesforce/Hubspot), or file storage systems like Sharepoint. Here is a video showing how to use the Data Migration tool:
- Drag and paste images into the editor— You can now drag images into a document or paste them directly from your clipboard while editing.
- Screen reader support— Initial accessibility support that announces editor actions for screen reader users.
- Expanded Salesforce launch forms— Salesforce launch forms can now surface Aline-only template fields and signer roles, so those fields can be filled and signer emails assigned directly when launching a workflow from Salesforce.
Fixes & Improvements
- More accurate AI answers— Document retrieval and reranking were overhauled (fused multi-query results with improved reranking), reducing dropped context and improving the quality and consistency of AI-extracted answers.
- Locked cells no longer cause repeated errors— Fixed an issue where a locked cell used as an input to another AI question could cause the dependent question to error ("Error. Rerun to fix") on every run after an upstream prompt change. Dependent questions now correctly use the locked cell's frozen answer.
- Salesforce PDF field values— Fixed Salesforce integration so PDF (non-signature) form fields receive the correct Salesforce opportunity values when documents are copied, instead of stale template values.
- DOCX import list formatting— Fixed imported Word documents where numbered/bulleted list paragraphs appeared with excessive left indentation.
- More reliable file uploads & signatures— Hardened file uploads and fixed an issue affecting signature images.