Floify

The "Application Invitation" email template has been added as an option in the cloning settings

Adjusted the placement of the metadata field ‘signeddate’, which resolved an issue with the SSA-89 form in our Encompass Disclosures Desk

- The "Application Invitation" email template has been added as an option in the cloning settings
- Adjusted the placement of the metadata field ‘signeddate’, which resolved an issue with the SSA-89 form in our Encompass Disclosures Desk

Version: v56.10.0  System Fixes
The "Application Invitation" email template has been added as an option in the cloning settings
Adjusted t...

November 4th, 2025 Release Notes

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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