2025 - Digital Forms Updates

03 July 2025

Digital Forms

TPHP-7373 Fixed a bug when sending an DF invite email to a user and it failing to send.

TPHP-7352 Implemented some adjustments to PostHog to better capture and identify errors users are running into.

TPHP-6933 Fixed error handling when a document fails to send to TPH Payroll at the final approval stage.

26 June 2025

Document Distributions:

TPHP-7455 Fixed a rare bug where Scheduled Send could exclude an attachment in the sent email.

TPHP-6692 Renamed the ‘Add’ button in the Packet Edit screen to “Add/Edit' to better reflect its functionality.

TPHP-7056 Fixed a bug where the field title displays would sometimes merge with the text in the field, making it hard to read.

TPHP-6424 Fixed a bug where the Group interface would not display all available groups if you logged into a different company.

TPHP-7286 / TPHP-7284 Implemented backend changes to support sending packets with larger attachment file sizes in the future.

23 June 2025

Digital Forms:

TPHP-7416 Fixed a bug where Reports would fail to generate if the Form Pack had the same name but with different letter casing, e.g. "Loop Group salary Voucher" vs"Loop Group Salary Voucher"

TPHP-7391 Added the time to the date field in the Form Template module, which records when a Form Template was created and modified.

TPHP-7379 Fixed a bug where mobile phone number validation was being applied to field that it shouldn't have been.

Document Distributions:

TPHP-7274 Added an error message when saving a packet if the total size of all attachments exceeds 8MB. This is because the packet will fail to send. We will be implementing increases to this total file size per packet in the coming weeks.

20 June 2025

Digital Forms:

New Feature: Task Risk Background

TPHP-7301 If a person is a Tax Risk, the record row in the Documents GRID will now be displayed in a red background colour to help differentiate it.

Open

New Feature: Updating all Form Packs from a selected Form Template

TPHP-6005 You can now update all form packs that are linked to a Form Template. By making edits to a Form Template and using the “Save and Apply to All Form Packs” option - all your changes will be saved under the linked Form Packs. Some limitations apply as noted below:

• The original order of forms for all form packs will not change.

• You can choose to update the email distribution list (or not) for all linked form packs.

• The form packs will maintain their original settings such as Conditional Approvals and Calculated Fields.

• Existing contracts in flight are not updated, apart from DBfields that link up to TPH Payroll to ensure they have the latest information.

TPHP-6579 Added informational messaging to the Signature Position field that appears under the Sign By section in Insert Document and Approval Setup.

Open

TPHP-5377 The navigational side bar menu will now collapse and each module will take up that extra space by enlarging or minimizing the table size.

TPHP-7366 We’ve changed the title format when using multi-factor authentication to TPH Digital-Forms (user-email) to help differentiate it with other records in your MFA app.

TPHP-7414 Fixed a bug where the Form Templates module would fail to load.

TPHP-7405 / TPHP-7410 Fixed a bug with the Numeric Calculated Fields calculation and it incorrectly accepting letters and symbols.

Online Forms:

TPHP-7120 We’ve overhauled the error handling in Online Forms and the messages displayed to users. This will help to provide more information and context on the error a user has encountered and the next steps for our Support team to help troubleshoot.

Document Distributions:

TPHP-7078 Made some changes to the PDF Watermarking logic based on feedback from clients. The Watermark will be displayed on two lines with the user’s full name and then department. If department is blank, it will only display the user’s full name.

Open

TPHP-7353 Changed the default sort order on the Groups and Contacts screen to be alphabetical A-Z and ordered by Name.

TPHP-7378 Changed the default sort order on the Drafts, Pending and Sent screens to be from newest to oldest packet, and set the date to to display with UTC Offsets.

12 June 2025

Digital Forms:

TPHP-6965 / TPHP-7405 / TPHP-7168 Implemented enhancements to the Calculated fields which allows a form to be setup with minimum and maximum ranges that are allowed in the field input. If the calculated number is outside of this range it will use the minimum or maximum allowed value.

Example:

• Allowed Numeric Range is 35-100 for the Calculated field.

• User enters in 30

• System replaces the value with 35 which is the minimum allowable value.
  
  

TPHP-6004 The Form Templates module will now display the user that last edited the template, along with a created and modified timestamp for each template.

TPHP-7251 Fixed a sporadic bug where a user’s password would not be accepted despite being correct.

06 June 2025

Digital Forms:

TPHP-7334 Fixed a bug with the Bulk Import Excel functionality to create contracts and it not correctly displaying error messages.

TPHP-7367 Fixed a bug where the contract could fail to send to TPH payroll on final approval when trying to compress files.

05 June 2025

Digital Forms:

TPHP-7379 Fixed a bug where mobile phone number validation was being applied to fields that it should not have been, preventing you from entering in anything other than a phone number into some fields.

Online Forms:

TPHP-7357 Fixed a bug where the data entered into form fields was not being pulled into other forms if the field was the same. It was only pulling in the first letter, but will now pull in the entire field.

04 June 2025

Digital Forms:

TPHP-6520 Implemented automatic contact updating from Digital Forms to the Document Distributions module, if a Form Pack has been set to create contacts for this module.

A contact in Document Distributions will now be updated if their details are modified in contracts (For example, correcting an invalid email). The following rules apply:

• New Contract = A new DD contact is created for the user.

• Modify a contract = The existing DD contact is updated with any modifications on the contract (Updating Name or Email).

TPHP-7102 Fixed a bug in User Setup where it was not possible to remove all approval groups assigned to a user.

Document Distributions:

TPHP-7274 We’ve set a limit of 8MB file upload limit per Packet. This is to stop Packets from failing to be sent if too many files are uploaded. This will increase to 20MB per Packet in the future as we work on increasing the file size limit of Packets.

TPHP-6908 Cleaned up backend logging for productions.

29 May 2025

New Feature: Scheduled Packet Send

TPHP-6216 We’ve implemented the ability to schedule sending your Document Distribution Packets to your contacts at specific dates and times.

• By clicking on the Scheduled Send checkbox in the Doc Distribution screen, you can schedule a specific date and time in the future that you want your Packet to be sent out to your contacts.

Open

Document Distributions:

TPHP-7287 Implemented performance improvements when navigating packets in the Sent tab.

TPHP-7081 Implemented visual indicators for the checkboxes to display which Users or Groups have been selected to be added to a packet under the Groups and Contacts popup.

TPHP-7097 Changed the default sorting order to Contact Name or Group Name for the following modules:

• Contacts Grid

• Create Contacts Grid

• Add Contacts to Group Grid

• Add Contacts to Group Dropdown List

28 May 2025

Digital Forms:

TPHP-6801 Performance improvements have been implemented into the Insert Document screen. It should now load much faster when creating a new document or editing an existing one.

27 May 2025

New Feature: Bulk Create Documents via Excel Import

TPHP-6713 / TPHP-6712 We’ve implemented the ability to export a Form Pack Template to Excel, and then import it to create documents for multiple people by populating it with the required data.

• This functionality allows an administrator to create multiple documents without have to manually add a document one at a time.

• It does this by listing all the documents required on the excel template. After you have populated the required data in the template, you can then import it to create multiple documents from the same excel template, and then send them for approval.

• This functionality will be especially useful when needing to create bulk contracts for many people at once, such as Extras.

22 May 2025

Digital Forms:

TPHP-5914 Multi-Factor Authentication can now be enabled or disabled per user.

20 May 2025

Digital Forms:

TPHP-7246 Fixed a bug where the Save and Send functionality was failing in the Insert Document screen.

TPHP-7241 Fixed a bug where Calculated Field values were not rolling over to other forms if they were referenced.

Document Distributions:

TPHP-7113 Fixed a bug where cloning a Sent Packet would duplicate all the attachments that were sent into the cloned Packet.

15 May 2025

Digital Forms:

TPHP-6869 Increased the loading speed of the profile pic on the Dashboard.

TPHP-6891 Added a confirmation message when deleting a user in the User Setup module.

TPHP-7051 The Form Packs module is now sorted by the Description column.

TPHP-7050 The Form Templates module is now sorted by the Description column.

TPHP-6601 We’ve switched off browser auto-fill for all fields in DF to prevent accidental data entry.

TPHP-6956 Fixed a bug where the text in dropdown lists would not display the entire text in a tooltip.

TPHP-7068 Fixed a bug where the Excel Report was not exporting the following values: Vehicle Hire Start Date, Finishing Date, and Hire Fee.

Document Distributions:

TPHP-7112 Fixed a bug where if the Watermark had no Department value it would print Undefined.

12 May 2025

Digital Forms:

TPHP-7018 Fixed a bug where the Form Templates screen would break if no Templates existed.

TPHP-6738 Forced user emails to be entered in as lowercase only in the User Setup screen.

TPHP-6744 Sorted Form Pack names in the Insert Document dropdown to be listed alphabetically.

TPHP-7182 Fixed a bug where the Hide Form checkbox was not toggleable when using the Modify workflow.

TPHP-7068 Fixed a bug with the Excel report not exporting Vehicle Hire Start and Finish Date and Weekly Hire Fee.

TPHP-7076 Fixed a bug where emails could be saved with blank spaces when drafting a contract. This would cause emails to fail to send.

Online Forms:

TPHP-7036 Fixed a bug where External Signers could still get reminder emails even though they had completed their contract.

TPHP-6915 Fixed a bug where certain fields such as D.O.B would not save to the user’s Freelance Portal account if they opted in to save the data.

TPHP-6614 Implemented PostHog to help with troubleshooting client issues.

Document Distributions:

TPHP-7096 Fixed a bug where not all groups were visible when creating a packet.

TPHP-7079 Sorted names by alphabetical order in the Sent section.

08 May 2025

New Feature: Calculated Dates

TPHP-6592 We’ve implemented the ability for users to create forms that calculate the days or weeks between two dates using various methods (Weeks, Days, Workdays, Workweeks, etc) along with taking into account Hiatus periods. This will give users greater flexibility when it comes to creating contracts and having fields and durations automatically calculated for you.

Digital Forms:

TPHP-7070 An enhancement to the conditional form hiding when drafting a document in the Insert Document screen has been implemented.

If a form has conditional hiding parameters then it will not be possible to manually override the conditions to hide or display a form when initially drafting it. The hiding of the form will always be based on the form hiding conditions that are set when the Form Templates are created.

Online Forms:

TPHP-6974 / TPHP-6976 / TPHP-6972 / TPHP-6973 / TPHP-6975 Implemented the correct displaying and handling of Calculated Fields, String Concatenation, Conditional Form Hiding, Conditional Fields, and Calculated Dates in Online Forms.

TPHP-6970 Fixed a bug with Numeric fields not displaying decimal points.

TPHP-6943 Fixed a bug where data filled into a form was sometimes not carrying over to the next form when that form referenced the same field.

Document Distributions:

TPHP-7082 Fixed a bug where changes to Groups were not always saving correctly, resulting in missed contacts when packets were sent.

01 May 2025

Document Distributions:

TPHP-7020 Increased the size of the watermarked text on PDF documents when displaying Name or Department.

TPHP-7082 Fixed a bug where changes to contacts assigned to groups were not saving under some circumstances.

30 April 2025

Bug Fixes:

TPHP-7037 Fixed a bug where the Resend Email function could fail under some circumstances.

29 April 2025

Bug Fixes:

TPHP-7038 Fixed a bug where External Signer signature positions were resetting to position zero when editing a document.

TPHP-6942 Fixed a bug where the Department and Position fields were throwing a validation error message even if the fields had correct input.

TPHP-6942 Documents that are not payroll packs will no longer display the Payroll Export option in the Approved section. Only documents that are set as Payroll packs will now display this export option.

TPHP-6102 Fixed numerous issues with the Excel Import template that is used to create draft documents.

23 April 2025

Document Distributions:

TPHP-6830 Implemented the ability to resend packets to individual recipients and to see the history of packet sends.

TPHP-7040 Fixed a bug where saving a Group when adding contacts would fail.

TPHP-6691 Fixed a bug where the Packet would not display updated users.

TPHP-6791 Corrected typos on the Delete confirmation modal.

TPHP-7054 Fixed a bug where you could not delete contacts from Groups.

TPHP-7054 Fixed a bug where not all the contacts would display in the GRID UI.

17 April 2025

New Feature: Manually Overwrite Calculated Fields

TPHP-6592 We’ve implemented the ability for users to overwrite the value for input that is based on a Calculated field. This will allow a user in Digital Forms to overwrite any calculated field that isn’t read-only with their own manual input.

Document Distributions:

TPHP-6638 Fixed a bug where if you deleted a contact you could not recreate them later.

TPHP-6703 Fixed a bug where the temporary recipient would be emailed twice

TPHP-6704 Fixed a bug where the the sent date of a copied packet was incorrect.

TPHP-6905 Fixed a bug where the sent date of a packet was incorrect.

TPHP-6905 Fixed a bug where the ordering of a sent packet in the GRID UI was incorrect.

TPHP-6936 Fixed a bug where you could not see groups that were created.

14 April 2025

Document Distributions:

TPHP-6936 Fixed a bug where groups that you created were hidden.

11 April 2025

Administration:

TPHP-6993 Fixed a bug where the Account Edit access fields could not be edited.

09 April 2025

New Feature: Conditional Fields

TPHP-6293 We’ve implemented the ability to set a field type as a Conditional field. This allows you to setup fields in forms that are displayed or hidden based on the input given by users in other fields, allowing you to customise what fields should be displayed to a user.

Administration:

TPHP-6612 Implemented Post Hog into Digital Forms to better support, analyze and track errors that occur when users are using the application.

Document Distributions:

TPHP-6215 Implemented the asynchronous sending of emails for packets in the Document Distribution module.

Bug Fixes:

TPHP-6599 Improved error handling of sending emails and errors sent to TPH Support when approving a form pack fails for a user.

01 April 2025

New Feature: Calculated Fields

TPHP-6037 We’ve implemented the ability to set a field type as a Calculated field. This allows you to setup fields in forms that are calculated based on other fields, giving you the ability to define expressions and calculations to make your form packs more efficient and convenient.

New Feature: Conditional Form Hiding

TPHP-6459 You can now configure forms to be hidden for approvers and external signers based on specific conditions being met for different fields in the forms. This allows flexibility to hide forms when they are not required based on the user’s input.

Bug Fixes:

TPHP-6737 / TPHP-6641 Refactored the “Send for Approval” and “Approve” buttons under the Drafts and Approve tab to accept a single document.

TPHP-6674 Implemented logic checking and error messaging into Online Forms that prevents a user from filling out forms that have been pulled back to Drafts and are waiting to be re-sent for approval.

TPHP-6632 Fields in the Insert Document screen will correctly trim additional whitespace so that values are not displayed incorrectly on the generated PDF forms. This was most common when user’s copied from other sources into DF fields (such as Excel).

25 March 2025

New Feature: Excel Reports will mark Confidential Field data

TPHP-6719 Confidential fields in the Excel Reports will now have their cells coloured with a light red background to help differentiate them from the other fields in the report.

Bug Fixes:

TPHP-6719 Fixed a bug where Confidential fields were not exported into the Excel Reports for ADMIN and SYSADMIN account user types.

TPHP-6768 Fixed a bug where the Enter key on your keyboard was not firing the Login process.

20 March 2025

New Feature: Approver Form Hiding

TPHP-6327 We now support hiding specific forms in the document from being seen by Approvers. When the Form Pack is being configured, you can set which Approvers each specific form is hidden for.

New Feature: Conditional Approvals

TPHP-6327 We now support being able to setup conditional approvals. When the Form Pack is being configured, you can setup conditions based on various fields in the forms which change the approval workflow, allowing you to customise who will be approving the document based on what fields and values are input into the document by users.

Document Distributions:

TPHP-5441 Contacts for the Document Distributions module will now be automatically populated from the Insert Document screen when adding a new user to a document.

Insert Document:

TPHP-6060 Users can now create documents with more than 25 forms.

TPHP-6811 Fixed a bug where saving a document in the Insert Document screen would throw a Validation Error with 0 errors, preventing you from saving the document.

TPHP-6731 Added additional error validation to the signer sequence in the Insert Document screen so that the Signature Positions are forced to be sequential without any missing signatures. This also adds validation to the Copy, Clone and Modify actions.

Bug Fixes:

TPHP-6726 Comments embedded into PDFs will now be hidden on the PDF Viewer

TPHP-6610 Fixed a bug where SysAdmin logins were being logged out erroneously.

TPHP-6606 Implemented some performance improvements when approving a document.

TPHP-6714 Fixed a bug where a corrupted report would be generated and downloaded if the report had zero document records to display.

TPHP-6446 Fixed a bug where ADMIN accounts were not able to leave comments on documents.

TPHP-6521 Fixed a bug where ADMIN accounts were not able to use the Move to Drafts, Clone and Modify actions.

TPHP-6603 Added additional validation to the Login screen fields and making all fields required before the Login function is enabled.

TPHP-6603 Added a “Show Password” button to the Password field on the Login screen.

TPHP-6826 Fixed a bug where the Payroll Pack setting was not saving when setting up a Form Pack.

TPHP-6702 Fixed a bug where the Clone, Modify, Edit and Send actions could fail by the system sending an invalid document identifier.

TPHP-6130 Fixed a bug where Multiple Emails entered into the Form Template screen would not pull through into the Form Pack.

TPHP-6132 Multiple Placeholders have now been added into the Subject Line of Email Templates. This allows further customisation of Email Templates.

27 February 2025

New Feature: Multiple External Signers for a single document

TPHP-6289 We now support using multiple external signers in the approval workflow for each document. This allows you to add as many external signers as you need to each document.

Payroll:

TPHP-6191/TPHP-6278/TPHP-6268 Numerous fixes to the TPH Payroll upload when a contract is fully approved. A payroll flagged contract will now be automatically sent to TPH Payroll when fully approved.

TPHP-6125 Removed the duplicate field validation for the DBField under Form Templates → Form Entry Fields to support TPH Payroll uploads.

Bug Fixes:

TPHP-6451 Fixed the Move to Drafts button failing for ADMIN user account types.

TPHP-6472 Fixed a bug with the Document table not updating after approving a document.

TPHP-6410 Fixed a bug with icons/buttons not correctly displaying in the Documents section.

TPHP-6449 Fixed a bug that sent External Signers a submission reminder email when their contract had already been submitted.

TPHP-6455 Fixed a bug with the Tax Risk and Doc Distribution access options under User Setup not correctly setting permissions to see the modules.

TPHP-6322 Fixed a bug with the Submit button failing in Online Forms if the user refreshed their browser anytime during the form filling process.

22 January 2025

New Feature: Performance Increase when initially creating documents

TPHP-5057 / TPHP-6447 We’ve implemented asynchronous processing when initially creating a contract in the Insert Document screen. You should notice a large speed improvement when saving a document. We will be implementing this speed improvement when editing an existing document in the future.

Bug Fixes:

TPHP-6443 Fixed a bug that prevented users from logging in after having been logged out.

TPHP-6451 Fixed a bug where the Move to Drafts button would fail to move the document back to Drafts.

16 January 2025

New Feature: Daily Reminder Emails for External Signers who haven’t signed documents

TPHP-4984 We’ve implemented daily reminder emails for External Signers. If a external signer has not yet signed and submitted their contract, they will be reminded once per day until it has been completed.

This setting can be turned off per contract from the Pending section by clicking the 3-dot action menu.

Open

09 January 2025

Bug Fixes:

TPHP-6412 Fixed a bug where the Resend Approval Email button would fail to send an email when using ADMIN and SYSADMIN accounts.

TPHP-6401 Fixed a bug where the Tax Risk mapping excel file would download a corrupt form after uploading the file.

08 January 2025

New Feature: Multi-select and Select All is now available in the document table

TPHP-5800 Implemented the ability to multi-select / select all contract records in the WEB UI and undertake actions upon them for sending for approval, approving, and downloading.

Bug Fixes:

TPHP-6411 Fixed a bug where all contract send and approval dates were displaying as 01/01/1970 in the WEB UI.

TPHP-6341 / TPHP-6267 Fixed a security issue and few error message typos in the Document Distribution module.