Introduction 👋
❅ Season's Greetings from fynk! ❅
As the year winds down and the holiday spirit fills the air, we hope you’re taking some time to relax and recharge. While you’ve been wrapping up your year, our elves (aka the fynk team) have been busy in the workshop, creating exciting new features and upgrades to make your document workflows smoother and smarter than ever!
🎁 Ready to unwrap the magic? Let’s jump right in and show you what’s new! 🚀
Custom Tasks V2
✨ The Wait is Over: The Ultimate Tasks Update is Here! ✨
Get ready to revolutionize the way you manage your to-dos with our game-changing new features:
🌟 Due Dates
No more guessing deadlines! Assign due dates to tasks for crystal-clear urgency and smarter prioritization.
🌟 Custom Metadata-Powered Tasks
Unleash the power of your data! Create tasks driven by your own custom date metadata— easily extracted by AI. Whether it’s global, tied to specific templates, or individual documents, the choice is yours.
🌟 Group Assignments with Next-Level Flexibility
Collaboration just got an upgrade! Assign tasks to multiple users with two versatile options: "one must finish" or "all must finish." Tailor it to fit your workflow like never before.
Start planning smarter, faster, and with more power at your fingertips than ever before!
Salesforce & Hubspot Integrations 📅
🚀 fynk’s Document Creation Just Got Even Smarter! 🚀
Already leading the way with the simplest and fastest document creation flows, [PRO] plan users can now supercharge their workflow with our latest feature:
✨ One-Click CRM Integration
Seamlessly pull data directly from your CRM to populate your documents in a flash. Just a single click, and all the necessary fields in your template are filled like magic!
💡 Speed Meets Simplicity
Define your fields, and watch your documents come to life in the blink of an eye.
🌐 Currently Supporting Salesforce & HubSpot
But that’s just the beginning—more integrations are already in the pipeline!
Take your document creation to the next level and save time like never before. 💼⚡
Editor Overhaul ✅
🎉 Big News: Our Template & Document Editor Just Leveled Up! 🎉
We’ve packed in some game-changing updates to take your editing experience to the next level:
🚀 Streamlined Command Menu
All menu bar functions are now accessible through the Command Menu—just hit [Cmd+P] on macOS or [Ctrl+P] on Windows & Linux.
This upgrade allowed us to dramatically shrink the top bar, giving you more screen space than ever before!
✨ New Features Galore
A fresh selection of fonts for even more customization.
Enhanced formatting with indentation options, line spacing, and line height.
An improved copy-style function for effortless consistency.
Improved Word (*.docx) import & export functionality.
AI-powered tools for grammar and spelling corrections, plus translations!
🖋️ PDF & Placeholder Enhancements
Optimized column layouts in PDFs.
Copy-paste enabled for placeholders and dynamic fields.
And guess what? That’s just the beginning! Dive in and explore all the amazing updates waiting for you. 🚤✨
Headers & Footers 🗂️
✨ Your Documents, Your Style—Now More Stunning Than Ever! ✨
We know how important it is to maintain a consistent, polished look that aligns perfectly with your brand. That’s why fynk is here to help you take your document design to the next level:
✔️ Customizable Headers & Footers
Add headers and footers to your templates effortlessly, ensuring every document looks professional.
✔️ Centralized CI & Branding
Streamline your brand’s style across all your documents with seamless customization in one place.
✔️ Flexible Page Numbers & Checksums
Display page numbers and checksums exactly where you need them—in headers, footers, or both!
✔️ Say Goodbye to Default Logos
Remove the fynk logo from the bottom of your PDFs for a fully personalized finish.
Your documents, your way—ready to shine!
🌟 Explore this new feature now and see the difference for yourself. 🚀
New Viewer access and Role 🖋️
🔒 Keep Your Data Safe with New User Roles! 🔒
Worried about accidental changes to your data? Craving more control over who can view or edit your documents? Relax—fynk has your back!
🌟 Introducing the "Limited Manager" Role
Grant users the access they need without the risk of unwanted edits.
What they can do: View all relevant documents.
What they can’t do: Make any changes or join documents independently.
But don’t worry—you can still invite them to collaborate on specific documents when needed!
🌟 Meet the "Viewer" Document user Role
Perfect for users who only need to observe, not edit specific documents.
Invite users as viewers to grant access to specific documents.
Rest easy knowing your data stays untouched.
Take control of your workflows and safeguard your data with these powerful new roles. Explore them now! 🚀
Miscellaneous
That's of course not all!
We've added many more great improvements 🤘
- Exclude Tag Filters for document list and dashboard
- Bookmarks in Document list now also save columns (shareable!)
- Optimizations for dashboard and widgets
- Many new templates in the template gallery
- Improved PDF viewer performance, PDFs load noticeably faster
- improvements to exports, eg. increased file limit, add attachments and more
- New formatting and emojis for fynk notifications
- various small fixes/improvements
- fixed a ton of issues
Thank you all for your contributions! whether it's your ideas or your bug-reports, you really help us a lot to make fynk better each day!
Sneak peek
Curious about what we're working on next? Well obviously we'll be working on an integration for Pipedrive as well since this feature was highly requested.
But there's more - a riddle to be solved - click here to try guess our next feature and win a prize! 🤩
Stay tuned – we have a lot more exciting updates coming your way in the next few weeks! 😎
PS: We'd love to read your review on our Capterra page! Reviews will be rewarded with a 15€ gift voucher