The New User Interface Preview

The new user interface (UI) preview introduces a modernized experience for creating and managing work items. It provides support for multi-template workflows, clearer status feedback and improved accessibility.

API 1.1 doesn't support or return multi-template work items; use API 2.0 instead.
Multi-template work items don't yet support iManage integration, public interviews, action links or versions.
More features are being added. About this preview.

Key Improvements

The new version offers enhancements in the following areas:

Multi-Template Work Items

You can now create and manage work items that contain multiple templates within a single workflow.

With multi-template work items, you can:

  • Add, remove and reorder templates directly from the work items details pane.
  • Launch and complete interviews for each template within the same work item.
  • View all documents assembled from all templates in the work item in one unified view. 

This approach reduces duplication, streamlines related document assemblies and makes it easier to manage complex document sets. 

Redesigned Work Item Details Pane

The work item details pane has been redesigned to improve clarity and navigation. It now uses a three-tab layout:

  • Templates: Manage templates in the work item, launch interview and view template-level data.
  • Documents: View, filter and download assembled documents. You can filter documents by template to see only those assembled by a specific template.
  • Details: Review metadata associated with the work item.

Assembly State Management

To provide clearer feedback during document assembly, the UI now manages assembly states explicitly.

  • After completing an interview, the work item enters a read-only Assembly in Progress state.
  • A persistent banner displays the current status:
    • Processing
    • Post-processing
    • Failed
  • While assembly is in progress:
    • Editing templates and launching new interviews is disabled.
  • The UI updates automatically when documents are ready, no manual refresh is required.

If assembly or post-processing fails, clear error messages display to help you understand what went wrong.

Client Interviews

You can send client interviews from work items in the new UI, including work items with multiple templates. When a work item has more than one template, you choose which template to send. A banner on the work item shows the status of the client interview and lets you copy the link, set a passphrase or revoke the interview. See Creating a client interview.

Responsiveness

The new UI has been designed with accessibility and usability in mind:

  • Fully responsive across screen sizes.
  • Meets WCAG AAA accessibility standards.
  • Modernized look and feel.
  • Improved navigation.
  • Feedback for loading and error states.

Enabling the New UI Preview

Multi-template work items and the new UI are available as a preview feature and must be enabled at a work group level.

When enabled:

  • Multi-template work groups automatically use the new UI preview.
  • Work groups that are not configured for multi-template work items continue to use the existing UI.
  • Navigating between the UI versions is handled automatically when you select different work groups.

API compatibility

API 1.1 integrations only support single-template work items. Multi-template work items require API 2.0 and will not be visible to API 1.1 integrations.