2025 - Digital Forms Updates

Digital Forms Client

TPHP-8575 / TPHP-8674 Fixed a bug where field values were mismatched from OF when Moving a pending document back to Draft and then editing it.

TPHP-8900 Fixed a bug where you could not clear a dropdown option once selected.

TPHP-8868 / TPHP-8863 Fixed a bug where the default watermark opacity for Document Distributions was set to an incorrect level without any opacity set.

TPHP-8904 Fixed a bug where cloning a document and then attempting to switch Form Packs would fail.

Digital Forms Administration

TPHP-8590 Fixed a bug where importing a form template would create two copies instead of one.

Online Forms

TPHP-8833 Fixed a bug where FP Logins could fail when the FP Mobile # and Online Forms Mobile # did not match.

Online Forms

TPHP-8439 / TPHP-8450 Updated the MFA Implementation in Online Forms for Freelance Portal accounts.

TPHP-8511 Miscellaneous security fixes.

Digital Forms Client

TPHP-8675 Fixed a bug where calculated fields were not retained when switching between form packs.

Digital Forms Administration

TPHP-8617 Fixed a bug in Form Entry Fields where Decimal points where not being accepted in the Default Value field if the Format is set to Numeric.

TPHP-7777 Cosmetic UI fixes to the Email Templates screen.

Digital Forms Client

TPHP-8468 Fixed a bug where the backend DB Value was not correctly set for Custom Field dropdown lists.

TPHP-8451 Fixed a bug where the bulk excel import was not correctly removing spaces and invalid characters from the mobile number field.

Digital Forms Administration

TPHP-8318 You can now drag and drop to reorder dropdown list options in the Custom Fields section. This will change the order the options are displayed in Digital Forms client and Online Forms.

Digital Forms Client

TPHP-8544 Fixed issues with dropdown list backend values needing to be unique. Custom field drop lists can now have duplicate values, with the selectable displayed option needing to be unique instead.

Online Forms

TPHP-8551 Fixed issues with submissions failing when logging in with a Freelance Portal account.

Digital Forms Client

TPHP-8531 Fixed a bug with the Clone action and added warning messages that the Clone function is only intended for creating another document for the same person, not for a new person. If a new person is required then a new document should be created.

TPHP-8478 Fixed rounding issues with conditional calculated numeric fields.

Online Forms

TPHP-8525 Fixed issues with Freelance Portal session logins.

TPHP-8351 Disabled browser autofill across all form fields.

Digital Forms Administration

TPHP-7702 Implemented the functionality to set the max number of characters and lines that are available for a Text Box field.

Online Forms

TPHP-6944 Updated the Submission page to make to add some clarity to signing the document and saving the contract details to Freelance Portal.

Digital Forms Administration

TPHP-7926 Implemented the ability to set the formatting of numerical fields that use conditional calculated number formulas.

Online Forms

TPHP-8326 Updated error messaging in Online Forms when users navigate to an invalid OF link.

Digital Forms Client

TPHP-8114 Fixed a bug where generated Reports could have cells/values out of the ordered sequence of the Form.

Digital Forms Administration

TPHP-6124 Implemented the ability to set DB Values for Custom Field dropdowns. This is used in TPH Payroll uploads to send the correct payroll values for processing.

TPHP-6124 Implemented the ability to set Tags values for Custom Field dropdowns. This is used to populate checkboxes in PDF forms with a visual identifier.

TPHP-8315 Fixed a bug with the Apply to All Form packs functionality not correctly setting the External party to Complete and Confidential values.

Online Forms

TPHP-8305 Fixed a bug where if a user deleted an uploaded attachment, it could still stay incorrectly attached to their forms, causing problems with the approval workflow.

TPHP-8368 Fixed a bug with Freelance Portal not correctly displaying the saved metadata values from the user’s FP account for dropdown fields like Tax Residency.

Digital Forms Client

TPHP-8308 Fixed a bug where if a pre-populated default date was set for a Form, it would break calculated date expressions/formulae.

TPHP-8375 Fixed a bug where the Tax Risk indicator on the Documents table would be incorrectly highlighting items when the Tax Risk module was disabled.

Digital Forms Administration

TPHP-8317 Added additional email distribution field validation to capture malformed email addresses when setting up forms.

Online Forms

TPHP-8340 Fixed a bug where if a date field was populated with TBA, the system would fail to calculate any associated calculated and conditional fields.

Digital Forms Client

TPHP-8192 Fixed a bug where Document Distribution contracts were not created correctly when adding in contact details into new digital form documents.

TPHP-8191 Fixed a bug where uploaded attachments with uppercase file extensions would fail to be uploaded.

Digital Forms Administration

TPHP-8247 Fixed a bug where the “Save and Update All Form Packs” option was removing existing expressions in the updated form packs.

Online Forms

TPHP-8250 Fixed a bug where uploaded attachments with uppercase file extensions would fail to be uploaded.

Digital Forms Administration

TPHP-7708 / TPHP-7709 / TPHP-7710 / THP-7674 Increased modal sizing dimensions on the Form Packs and Form Templates screens to improve useability.

Digital Forms Client

TPHP-8068 Fixed a bug where the Clone and Modify actions could fail to generate the new PDFs from these actions

Digital Forms Client

TPHP-7979 Fixed a bug with with hiding calculated fields when the DBfield value was blank which broke displaying Forms in Insert Document.

Digital Forms Administration

TPHP-7979 Fixed a bug with Importing Form Templates failing to be created.

Digital Forms

TPHP-7927 Fixed a bug with a incorrect field value propagating when copying/modifying and importing Forms that stopped the field from being pre-filled in Online Forms for the External Signer.

TPHP-7959 Added the missing cell for tax status to the Import Excel Template.

Digital Forms

TPHP-7924 Fixed a bug with the DB Field Value being left blank in Form Templates Dropdown lists fields causing issues with value selection and the calculated hide feature.

TPHP-7743 Reworked the approve functionality to prevent Online Forms links from not being generated when an approval action fails. This should fix Online Forms emails failing to send to External Signers.

Online Forms

TPHP-7715 Fixed two bugs in Online Forms:

• Saved metadata in Freelance Portal was not correctly populating all matching fields on forms.

• Values entered in some fields in one form, would not be brought across to the same matching fields in next form (e.g. BSB#)

Digital Forms Client

TPHP-7756 Fixed a bug in the Insert Document screen when hiding a form with a required field and it preventing the update and save process.

TPHP-7810 Increased the record limit from 10 to 50 for the Move to Draft action.

Document Distributions

TPHP-7923 Implemented restrictions when uploading non-PDF files as they break the watermarking feature. Packets will now only accept PDF files for uploading as attachments and sendinging to contacts.

TPHP-7597 Fixed backend issues with authentication and JWT validation.

Digital Forms Client

New Feature: PDF Preview Slider

TPHP-7433 / TPHP-7713 We’ve implemented the ability to resize the PDF Preview window or hide it entirely by using a slider.

Document Distributions

TPHP-7482 Fixed a bug where encrypted PDF files uploaded to a packet were causing packets to fail sending to contacts. Users will now be blocked from uploading encrypted PDF Files as they cannot be watermarked.

Digital Forms Administration

New Feature: Conditional Calculated Numeric Fields

TPHP-7599 Implemented Conditional Calculated Numeric fields when setting up Forms. This allows you to have multiple conditions applied, and depending on which condition is met, a specific formula is then applied to the field.

Digital Forms Client

TPHP-7825 / TPHP-7837 Fixed bugs where switching a form pack when creating or updating a document would prevent you from saving or generate an incorrect pdf preview.

TPHP-7701 Fixed a bug when using the Single/Multi Excel Template Import for creating documents and it not validating the approval group on Import. It will now correctly throw an error if you have entered in an invalid approval group on pasting this sheet in.

Digital Forms Client

TPHP-6839 Implemented asynchronous processing on the Update and Save function when updating an existing document in the Draft section. This will improve speed and allow you to include more PDF forms.

TPHP-7399 Changed the Move to Draft action to allow sending back 10 documents at a time from one at a time.

TPHP-7297 Implemented Watermark Previewing when creating a Doc Distribution packet, allowing you to customise a the Watermark settings.

Digital Forms Administration

TPHP-7684 Added filtering and sorting to the User Setup module.

Digital Forms Client

TPHP-7778 Implemented a 50 document limit when processing Approvals and Send for Approvals.

TPHP-7679 Fixed a bug with calculated dates breaking when Start Date > End Date.

TPHP-7349 The Mobile Phone and Email fields are now set as read-only in User Profile for increase Security.

TPHP-7650 Fixed a bug where deleting a user from User Setup would not completely delete the user record.

TPHP-6661 Implemented auto selecting the approval group automatically if only one exists when creating a document.

TPHP-7454 Fixed a bug where the Navigation Bar was not saving its closed and open state.

TPHP-6786 Fixed a typo with Setting by renaming to Settings.

TPHP-6788 Removed white space on the top of the Report module.

TPHP-6652 Renamed App column to Signature Position to better reflect what this data is.

TPHP-7665 Fixed a bug with the title of Digital Forms in your MFA App.

TPHP-7496 Added a warning message to the MFA steps on the login screen to delete your old Digital Forms MFA entry if you are re-registering.

TPHP-7737 Removed the Received Date checkbox in Document Distribution as all Packets will by default display a received date for every email sent.

Digital Forms Administration

TPHP-7726 Fixed a bug where sending a user invite email more than once would fail.

TPHP-7682 Added filtering and sorting to the Form Templates module.

TPHP-7055 Added default sort to the Approver Groups module by User Group.

TPHP-7059 Added default sort to the Email Templates List by Template Name.

TPHP-7734 / TPHP-2518 Cleaned up the UI in the Email Templates screen to fix misalignment and text-cutoff issues.

TPHP-6640 Removed the approval group column in the Approval Setup module.

Online Forms

TPHP-7769 Fixed a bug with the Submission process failing if you reset your Freelance Portal account password on the landing page.

TPHP-7441 Fixed a bug where creating a Freelance Portal account on the Submit screen would fail the Submission process.

TPHP-7489 Fixed a bug where creating a Freelance Portal account would prevent you from creating a drawn signature.

TPHP-7443 Fixed a bug where the OF SMS verification could fail when inputting a leading zero.

TPHP-7596 / TPHP-7600 Fixed incorrect error messaging appearing in Online Forms when navigating to an invalid link, encountering a generic error, or declining a form.

TPHP-6948 Cleaned up the formatting on the Post-Submission Page on Online Forms after clicking the Submit button

TPHP-7049 Fixed a bug where ticking the checkboxes on the Privacy Statement would untick one of the other checkboxes.

Digital Forms Client

TPHP-7731 Fixed a bug with the Error Validation firing stating that there were 0 errors found when attempting to save a document. This then prevented a user from saving their document even though there were no errors detected.

Digital Forms Client

TPHP-7487 / TPHP-7716 / TPHP-7712 Fixed issues with decimal places being forced to two places on calculated fields. The amount of decimal places can now be customised when setting up the calculated fields in the form.

Digital Forms Client

TPHP-6928 Refactored how Digital Forms handles attachments.

• The attachments table has been split into two sections that record which form the file was attached to, the date it was attached, and the username who uploaded them.

• Uploads: Records any files that were uploaded by the External Signer in Online Forms.

• Document Attachments: Records any files that were uploaded from the Digital Forms side by creators or approvers.

Open

TPHP-5546 The three download options in Digital Forms will now prompt you to also include any prior versions of the documents in your generated download file.

Open

TPHP-6662 Added hyperlinks to each section on the Dashboard, so you can click the specific section and be navigated straight to that table.

Open

TPHP-7488 / TPHP-6598 Whitelisted commonly used fields for uploading into Digital Forms and Online Forms, and added error messaging when a user attempts to upload a file type that is not supported.

TPHP-6809 / TPHP-6807 Implemented performance improvements to how the PDF Viewer opens when interacting with the checkboxes and the ‘more details’ buttons in the Document GRID UI.

TPHP-7510 Fixed a bug in the Insert Document screen where it could crash when interacting with specific document formats.

TPHP-7512 Fixed a bug where the Internal Notes in the Documents GRID UI was disabled and not able to be typed into.

TPHP-7491 Small bugfix to change the formatting of how Digital Forms appears in multi factor authentication apps.

Digital Forms Administration

TPHP-7647 Fixed a bug where applying bulk updates to form packs with the Form Template Import could fail if the Form Packs had read-only fields.

TPHP-6653 Fixed a bug with approval group setup where it was possible to create a duplicate approval group name. Removed fields no longer required to setup an approval group.

Online Forms

TPHP-7509 Bug fix for read-only calculated fields not displaying as read-only on the form.

Digital Forms Client

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

Digital Forms Administration

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.

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.

Digital Forms Client

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

Digital Forms Administration

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

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.

Digital Forms Client

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

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.

Digital Forms Administration

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

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.

Digital Forms Client

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

Digital Forms Administration

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.

Digital Forms Client

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.

Digital Forms Client

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.

Digital Forms Client

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).

Digital Forms Administration

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.

Document Distributions

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

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

Digital Forms Client

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.

Digital Forms Client

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.

Digital Forms Administration

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

Digital Forms Client

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.

Digital Forms Client

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

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.

Digital Forms Administration

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.

Document Distributions

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

Digital Forms Client

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.

Digital Forms Administration

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.

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.

Digital Forms Administration

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 Client

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.