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Documentation Index

Fetch the complete documentation index at: https://docs.aptlydone.com/llms.txt

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πŸš€ Aptly Product Changelog

Stay up to date with the latest improvements to Aptly. This changelog includes major feature updates, enhancements, and resolved issues.

πŸ“… March 23 2026

  • Filter Reliability and Visual Feedback Improvements
    Refined filter active-state indicators across Dashboards, Position lists, Decisions, and Delegations to provide clear, consistent visual feedback when filters are applied or cleared. Also resolved edge-case behavior when applying limit-type filters in module list views.
  • Delegation Pathway Refinements (Down-Line)
    Polished the Down-Line pathway experience with consistent sort order in the Delegation Pathway dropdown, accurate hover-tip alignment, and correct ordering of the Down-Line option for pre-existing delegations.
  • Configurable User Attribute Visibility
    Configurable user-attribute default values now display in View mode (in addition to Edit mode), giving administrators a clearer at-a-glance picture of user records.
  • Signature Capture Compatibility
    Updated platform-level Content Security Policy to better support embedded signature-capture experiences across modern browsers.
  • Platform Reliability and Performance Enhancements
    • Strengthened cache-service resilience with automated recovery alerts so the platform self-reports the moment cache connectivity is restored.

πŸ“… February 24, 2026

  • Tenant-Aware Base Currency Defaults
    User-level default currency now inherits from the tenant’s configured base currency, ensuring consistent currency behavior across views and workflows.
  • Faster Sign-In and Tenant Switching
    Improved performance for sign-in, tenant switching, and page refresh flowsβ€”making multi-tenant navigation smoother and more responsive.
  • Selective Tenant Sync for Integrations
    Added support to sync only selected tenants via integration sync APIs, enabling staged rollouts and more controlled provisioning.
  • Improved Platform Resilience
    Expanded high-availability and redundancy across core data services to further strengthen uptime and reliability during peak usage.

πŸ“… January 31, 2026

  • Embedded Integrations Hub
    Introduced an embedded Integrations experience to connect Aptly with external systems and accelerate automation for user, group, and position synchronization.
  • Integration-Aware User Provisioning & Profile Mapping
    User create/update and bulk upload now respect integration field mappingsβ€”helping prevent data conflicts by skipping or locking externally-managed profile attributes.
  • Decision Roles Enhancements
    Expanded Decision Roles capabilities with improvements across the Roles tab and role-related views, enabling clearer accountability and governance.
  • Search and Filtering Improvements Across Modules
    Refined global search and module-level filtering (including Delegations and Matrices) to make discovery faster, results cleaner, and filters more intuitive.
  • Improved Organization and Position Visibility
    Enhanced user cards and list views to consistently display primary organization and position details across Matrices and Reports.
  • Faster Tenant and Directory Sync Performance
    Optimized tenant, group, and position synchronization to improve speed and consistencyβ€”especially for larger directories and multi-tenant environments.

πŸ“… December 29, 2025

  • Delegation Approval Guardrails
    Improved delegation approval behavior to ensure approvals route and apply consistently, supporting reliable delegation lifecycle workflows.
  • Smoother Navigation from Decisions to Delegations
    Enhanced click-through behavior from delegation count tiles into Delegation list views for clearer context and faster review.
  • Performance Improvements in Drawers and Change History
    Optimized drawer loading and change history experiences across core modules for faster interaction on larger datasets.
  • User Profile and Notifications UI Polish
    Refined hover states and layout behavior across profile and notifications experiences for a more consistent UI.
  • Admin User Management Refinements
    Improved user edit flows in Admin settings to make user management faster, clearer, and more intuitive.

πŸ“… November 29, 2025

  • Signature Capture UI Enhancements
    Introduced updated signature capture components to support clearer, more streamlined signing experiences across relevant workflows.
  • Improved Content and Input Handling
    Strengthened platform safeguards around content rendering and form input handling for a more robust user experience.
  • Core Library Updates
    Updated underlying platform libraries to keep the stack current and support improved performance and compatibility.
  • Improved Request Reliability
    Enhanced handling of long-running and interrupted requests to improve overall stability during high-activity usage.

πŸ“… October 17, 2025

  • πŸ†• Improved API Responsiveness and Rate Limiting
    Introduced intelligent rate limiting aligned to subscription tiers, improving reliability and responsiveness for API integrations and automated workflows.
  • πŸ†• Enhanced Actions and Workflow Stability
    Improved system-generated Actions (Approvals, Acceptance, and Role Acknowledgements) to ensure consistent routing, assignment, and completion tracking across tenants.
  • πŸ†• Base Currency Consistency
    Ensured all reports, matrices, and exports reflect the tenant’s configured base currency automatically, eliminating mismatched or hard-coded currency displays.
  • πŸ†• Faster Document and File Handling
    Upgraded document storage and retrieval to improve performance for uploads, downloads, and in-app previews.
  • πŸ†• Dashboard and List-View Refinements
    Polished visual layouts and responsiveness across dashboards and list-view components for a smoother user experience.

πŸ“… September 30, 2025

  • πŸ†• Delegation Change Log Enhancements
    Added detailed change log entries whenever delegations are flagged as Invalid, improving audit traceability and compliance visibility.
  • πŸ†• Delegation Filter Improvements
    Refined β€œWith Alerts” and β€œWithout Alerts” filters for accurate, intuitive results when working with invalid or updated delegations.
  • πŸ†• Performance Improvements
    Optimized data retrieval and drawer loading across Decisions, Delegations, Matrices, Actions, and Documents to ensure faster navigation and consistent module performance.
  • πŸ†• Pathway View Enhancements
    Draft delegations now load properly in the Pathway tab, with contextual hover tips (β€œPathway not yet generated”) for drafts awaiting issue or approval.
  • πŸ†• Matrix Module Update
    Matrix creation and display now automatically respect the tenant’s base currency, simplifying multi-region configurations.
  • πŸ†• Document Metadata Sync
    Updates to document titles and descriptions now sync instantly across all linked Decisions, Delegations, and Matrices.
  • πŸ†• UI & Usability Updates
    • Standardized hover tips and padding across widgets
    • Improved readability and spacing in the β€œMy Notifications” widget
    • Corrected click-through behavior for Delegation Count Tiles

πŸ“… August 22, 2025

  • πŸ†• Simplified Authority Value Type Labels
    Streamlined terminology for authority value types across Decisions and Delegations to improve readability for end users.
  • πŸ†• Enhanced Redelegation Logic
    Expanded redelegation support with better enforcement of global redelegation limits and pathway rules (Functional, Matrix, Direct Line). Updated validation ensures that child delegations are auto-flagged or revoked when upstream constraints change.
  • πŸ†• Improved System-Generated Actions
    Enhanced workflows for system-generated Actions including:
    • Delegation Approvals
    • Delegation Acceptance
  • πŸ†• Improved Delegation Filters
    Added advanced filters for Recipients and Issuers, making it easier to locate delegations by specific individuals.
  • πŸ†• User-Customizable Module Tabs
    Introduced support for customizable navigation tabs at the user level.

πŸ“… July 18, 2025

  • πŸ†• Added support for additional Directory Integrations including:
    • Google Workspace
    • Salesforce
    • miniOrange
  • πŸ†• Added Invalid Authority tags and filters for authorities impacted by changes spanning:
    • Issuer & Recipients
    • Groups Alignment
    • Pathway Restrictions
    • Authority Limits
  • πŸ†• Improved visual layout and auto-zoom for Delegation Pathway
  • πŸ› οΈ IMplemented subscription management and usage and billing enhancements
  • πŸ› οΈ Updated API docs for improved indexing and clarity

πŸ“… June 20, 2025

  • πŸ†• Introduced visual Delegation Pathway Flow component in UI
  • πŸ†• Enabled group inheritance for approval routing logic, improving accuracy of FGA-based assignments
  • πŸ†• New filters added to Authority Matrices and Delegations, including:
    • Role-scoped visibility
    • Delegable vs non-delegable
    • Delegation method (root vs cascaded)
  • πŸ› οΈ Enhanced Decision editor to display authority summary previews inline
  • πŸ› οΈ Improved onboarding experience with automated tenant role and settings configuration

πŸ“… May 30, 2025

  • πŸ†• Add approvals for delegated authority workflows
  • πŸ†• New delegation pathway error detection to highlight broken or invalid chains
  • πŸ› οΈ Updated version history tooltip behavior when logs are not yet generated
  • πŸ› οΈ Refined signatory modal views with zoom-in signature previews and metadata display
  • πŸ› οΈ Enhanced onboarding flow for SCIM-based directory sync demos and provisioning test kits

πŸ“… April 29, 2025

  • πŸ†• Introduced advanced delegation filters, including business unit, category, and threshold ranges
  • πŸ› οΈ Improved SCIM sync support for manager attribute propagation
  • πŸ› οΈ UI updates to the Position deactivation modal for better guidance and batch user handling

πŸ“… March 25, 2025

  • πŸ†• Major platform release with multi-region hosting support and scalable tenant architecture
  • πŸ†• Introduced delegation lifecycle notifications for created, updated, and revoked actions
  • πŸ› οΈ Improved label clarity for Delegable and Non-delegable authorities
  • πŸ› οΈ Fixed: inherited authorities not displaying correctly in nested groups

πŸ“… February 12, 2025

  • πŸ†• New point-in-time audit log: view all active authorities as of any chosen historical date
  • πŸ†• Custom retention period options added for audit logs (1–5 years)
  • πŸ› οΈ Import template for Excel-based legacy signatory lists now available

πŸ“… January 5, 2025

  • πŸ†• Added support for cumulative limits and time-based delegations
  • πŸ› οΈ Improved RBAC model for managing matrix access by department
  • πŸ› οΈ Fixed: approval chains not visible across cross-entity delegations

πŸ“… November 20, 2024

  • πŸ†• Full SCIM 2.0 support, including group, user, and manager sync across supported identity providers
  • πŸ†• Entra ID and Okta SSO supported for multi-tenant enterprise clients
  • πŸ› οΈ Updated org chart viewer with collapsible tree navigation

πŸ“… September 30, 2024

  • πŸ†• Enabled custom matrix types and advanced nested matrix views
  • πŸ› οΈ Improved delegation UX for role-based vs individual-based assignments
  • πŸ› οΈ Fixed export-to-PDF formatting for authority summaries

πŸ“… July 15, 2024

  • πŸ†• Launched fine-grained authorization controls for cross-department delegation
  • πŸ› οΈ New onboarding checklist for enterprise admins
  • πŸ› οΈ Fixed: timezone normalization on expiration dates

πŸ“… May 1, 2024

  • πŸ†• Early access launch of Aptly’s revamped platform for delegated authority and signatory governance.
  • πŸ†• Rebuilt from the ground up to meet enterprise client requirements for deep integrations, global availability, and robust compliance.
  • πŸ› οΈ Documentation live at docs.aptlydone.com