2025.5 Prerelease Notes
The 2025.5 Release has been tentatively scheduled for the week ending Friday, August 15!
This release will occur on or after August 13.
These are the features and enhancements that may be included in the upcoming release. Please note that this list is subject to change.
The prerelease notes are essentially a summary, or abstract, of the release notes that will be published the day of deployment. If you read the prerelease notes and not the release notes, you will miss details regarding major features, as well as minor changes and defect fixes that cannot be published this far in advance of a release.
These items are currently undergoing testing for quality assurance. If our QA team deems an item unfit, it will not be released. This means that we might not release everything on this list.
To avoid surprising you, we will not release any major change that is not on this list.
We will still publish full notes on the day of the release. Here’s what you’ll find in those that you may not see here:
A complete list of the features and updates that were actually released
Detailed instructions on how to use new features
Bug fixes and defect fixes
Minor tweaks to the UI that improve the user experience without substantially changing it
New
Remember most recent organization
For users in multi-organization tenants, the application will retain their most recently accessed organization the next time they sign in. [600772]
Custom Contract Summary: Custom Layout Configuration
Admins and Super Admins will be able to configure the contract summary page to better suit their needs. [287823, 634034, 841322]
The custom contract summary layouts will be managed under Admin > Organization Management > Custom Contract Summary (new tab) > Form Library (new sub-tab) and Form Assignment (new sub-tab). [285994]
Form library will house the management of form templates.
Form assignment will house form assignments to contract types.
Notes
In multi-organization tenants, custom contract summary forms, like form templates, are tenant-wide as opposed to organization-specific.
A single custom contract summary form can be applied to multiple contract types, but a contract type can have no more than one custom contract summary form.
Custom contract summary forms will appear in a standard table in the Form Library sub-tab. [460937]
Default table columns: Name, Status, Contract Type, Created Date, Created By
Additional columns available via Manage Columns widget: Last Modified By, Last Modified Date
The table can be sorted, managed, filtered, and exported. [817213, 877324]
Custom contract summary form assignments will appear in a standard table in the Form Assignment sub-tab. [463960]
Default table columns: Contract Type, Status, Form, Last Modified By, Last Modified Date
Columns can be sorted, managed, and filtered. [463969]
Only active contract types will appear in the table. [631915]
If a contract type hasn’t been assigned to a form, then no custom forms will appear on contract summaries for that contract type. [287601]
If a custom contract summary form has multiple sections, then all its available custom fields will appear in a single section in the Summary tab of any applicable contract summaries. [870733]
Users will be able to create new custom contract summary forms. [493905]
In the form library table, click New Custom Contract Layout. [493898]
Enter a unique name for the new form template.
OPTIONAL: Enter any instructions.
Click Save.
Users will be able to add a form section by clicking + Add Section. [285979]
The form must be saved before adding a section. A tooltip next to + Add Section will state A custom contract summary form must be saved before adding sections. Click the save button to save the form. [879803]
Users will be able to edit a form section by clicking the edit icon. [285978]
Users will be able to remove a form section by clicking the delete icon. [463843]
Users will be able to drag a form section to reorder the sections. [463841]
When a user clicks Save to update a form section, they’ll see a confirmation popup. They’ll have the options to cancel, update the form section in the listed form templates and custom forms, or create a copy. [840586]
Users will be able to copy a custom form template. [285992]
In the form library table, click Copy Custom Contract Layout. [493909]
Select the form template you want to copy.
Enter a unique name for the new form template, then click Copy.
The contract type assignment, if applicable, will not be carried over when copying the custom form template. [887290]
Users will be unable to edit field properties or triggers. [632510]
Users will be able to switch a toggle to determine whether the form appears in sections or as a single form. Each section will be structured as four columns. [845955]
Users will be able to assign a form to a contract type or change an existing form assignment. [844569]
In the Form Assignment table, click on a contract type.
Select the form in the dropdown, then click Save.
Click Confirm. [463972, 879803, 840581]
Notes
The Custom Form Name dropdown supports type-ahead search.
Only active forms will appear in the dropdown.
When disabling the default form, show confirmation that newly created contract types will not be mapped to a default form until a default form has been assigned. [587346]
Custom field history now includes updates made via newly assigned forms, ensuring compliance with audit requirements by providing an accurate record of all custom field changes. [1208523]
When a user updates a custom field from the Contract Summary section, the change will still be be recorded under History > Custom Field.
The history entry will include these details: field name, old value, new value, timestamp, and the user who made the change.
When a new form is assigned to a contract type, the history will not show the old custom field history entries.
The exception to this is that if a custom field is used in both the old and new forms, its history in the old form will be retained, along with its history in the new form.
DocuSign Certificate of Completion
Configuring the certificate of completion in the workflow template [1132300]
The new Certificate of Completion - DocuSign section will be available within the workflow template editor, below the Executive Summary section. The user can select where the certificate of completion will appear:
Documents (default): Once all signatories have completed their turns and no pending signatures remain:
The DocuSign certificate of completion will appear in the Documents section, next to the Executive Summary (if present).
If no Executive Summary is configured, this section will be listed first.
For workflows with multiple signatory phases, each envelope’s respective certificate of completion will appear in the Document section.
Inherits all conditions applied to the Executive Summary module.
Attachments: Once all signatories have completed their turns and no pending signatures remain, the DocuSign certificate of completion will appear in the Attachments section.
Do not display: The DocuSign certificate of completion will not appear in the workflow.
DocuSign Certificate of Completion appears in applicable workflows [1229681]
Based on how the workflow template is configured, the DocuSign certificate of completion will appear under Documents, Attachments, or be hidden.
It will be categorized as the Document Type “DocuSign - Certificate of Completion.”
The following metadate will be listed:
Date/timestamp when the certificate was generated
Phase owner name
Responsible Party Bulk Update
Responsible Party Bulk Update (Parts 1 & 2) [471723, 319326]
Before clicking Bulk Update, the user should filter the table for the contracts they want to update.
Step 1: Select contracts [429036]
Under Explore > Reporting > Contracts, Admins/Super Admins will see the Bulk Update button to the right of the table widgets.
Click Bulk Update to open the bulk update wizard.
Verify the contracts in the table are the ones you want to update, then click Next.
To remove a contract from the bulk update operation, uncheck its row in the the table.
You can manage columns and export the table.
Step 2: Select operation [324585]
Select the responsible party. (Upon initial release, only the Primary Responsible Party will be available for update, and this will be the default selection.)
Select the new responsible party, then click Next.
Steps 3 and 4: Define rules [324685]
Define Rule 1, i.e., what should happen on selected contracts if the user lacks sufficient permissions to them:
Apply an Editor-level permission override
Apply a Contract Moderator-level permission override
Don’t change the Responsible Party
Define Rule 2, i.e., what should happen on selected contracts if the user is already a Secondary or Tertiary Responsible Party:
Leave the Secondary or Tertiary field blank
Don’t change the Primary Responsible Party on these contracts
Additional information
If long enough, the table will be scrollable. [468986]
Below the table, users will see the arrows for clicking through pages and the editable number of results shown per page, which are common to all table in the application. [471165]
If the user navigates away from the bulk update wizard, any information entered will be cleared. [469231]
Bulk Update Event Report [335561]
This feature will allow Admins and Super Admins to report on changes made via bulk update so they can validate and review those changes.
The report will list each event of a bulk update in its own row. The report will contain the following columns:
Date/Timestamp
User (first name, last name, and email address of user who performed the bulk update)
Category (general category of the updated item, which will only be Contract upon initial release)
Nature of the bulk update (e.g. Primary Responsible Party changed to Blake Smith)
Number of records affected by the bulk update
Unique Identifier (for the event itself)
Event Name (link to Contract Library with filter applied)
Link formatted as Username, nature of change, unique identifier, e.g., Madison Wright Responsible Party Updated Unique Identifier
Field Change History for Responsible Parties on Contract Summary Pages [331425, 475588]
On the contract summary pages, the Field Change History panel will have a Responsible Party tab, where details on Responsible Party changes will be listed. [332335]
The field change histories for Custom Fields and Responsible Parties will show the means by which the values were changed: Bulk Update, Timesheet Form, or Contract Summary Page.
Hovering over the info icon will reveal the tooltip, “The means by which this user changed the value of this field.” [495304]If a user updates a custom field value on a contract manually (without a workflow), then the Responsible Parties will be notified by in-app (bell) alert and email. [329903]
Responsible Parties will be able to toggle these notifications on/off in their account settings.
If the user who updated the field value is a Responsible Party on that contract, then they will not receive the notifications, although other Responsible Parties on the contract will.
If a user updates the custom field value on a contract via the timesheet general info form, then the Responsible Parties will be notified by in-app (bell) alert and email. [503786]
Workflow names will be clickable links. [332351]
“Created by” and “Edited by” will differentiate between newly entered and edited field values. [331428]
If a user deletes a field value, then (Deleted) will show in the field change history. [331430]
If a field value was entered via workflow instead of a user making an individual field update, then the user name will not be shown. [332339]
The Copy icon for each field value will be removed. [331426]
Bulk Update: Add Bulk Update and User Email columns to Contract Library and Contracts report [475590]
Under Explore > Contracts, the Bulk Updates column will be available in the Manage Columns widget and the Filter Table widget. [337233, 337245]
Records with each cell will be separated by a semicolon.
A single entry will list the user name, the nature of the change, and the unique identifier.
For truncated cells, you can click more to expand the contents and less to truncate them after expanding. [810309]
If the column is included in the table, it will be included in any export of the table. [811226]
Under Explore > Contracts, the following columns will be available in the Manage Columns widget [484221]:
Primary Responsible Party Email
Secondary Responsible Party Email
Tertiary Responsible Party Email
Under Export > Reporting > Contracts, the Bulk Updates column will be available in the Manage Columns widget and the Filter Table widget. [337360, 337266]
Records with each cell will be separated by a semicolon.
The Any/All function will be available when filtering. [337266]
For truncated cells, you can click more to expand the contents and less to truncate them after expanding. [810304]
Clicking the Bulk Update Event link on a report will open the Contract Library filtered to show those contracts affected by the bulk update. [810294, 817112]
This link will override any default filters on the Contract Library. [829177]
Under Explore > Reporting > Contracts, the following columns will be available in the Manage Columns widget [484220]:
Primary Responsible Party Email
Secondary Responsible Party Email
Tertiary Responsible Party Email
Clicking the Bulk Update Event Name link on the View Confirmation step in the bulk update wizard will open the Contract Library filtered to show those contracts affected by the bulk update. [648582]
Primary Responsible Party and Custom Field History [839840]
For consistency, the term “contract summary” will be used to refer to both the Summary tab and the contract summary page itself. This will affect the history records of the Primary Responsible Party and custom fields.
Updated
Update the contact name and email in notifications for changes made by abstraction users
When an abstraction user updates a contract file, the email notification will recommend that the recipient direct any question of concerns to their contract administrator. [1253082]
Update how the display name is shown for vendors/providers
To make alphabetical sorting more user friendly, display names will default to Last Name, First Name. [615973]
Update the sender on automated email notifications
To make symplr Contract more consistent with other symplr applications, we are updating the sender [981741]:
The sender email address will change from do-not-reply@tractmanager.com to do-not-reply@symplr.com.
The line “This message has been sent from the sContract solution” will change to “This message has been sent from the symplr Contract solution.”
Remove the Visible to External Party Users checkbox from the add attachment popup in the vendor/provider records
The option doesn’t apply here because external parties have no access to vendor/provider records. [1246294]
Update help menu with additional options
Selecting Help in the menu bar will open a dropdown menu with the following options [1256693]:
Knowledge base
Pro series webinars
Course catalog
Request support (This option will replace the Feedback button, which will be removed.)
Remove extra trailing and leading spaces from data entry fields
This will help prevent duplicate entries from being created. [1246310]
Update the workflow phase banner in the signature phase
Previously, the banner read: You cannot Start the Phase until at least one Signatory is added to the Participant Sequence. [1271734]
It will now read: To start this phase, you must add at least one Signatory to the Particiant Info pane to the right.