Displacement of Fields in Documents & Contracts: Now Fixed!

We’re excited to announce a significant update in Bosseo CRM that resolves a longstanding issue with documents and contracts: the displacement of fields. The introduction of our refined framework ensures that fields remain anchored and stable across different browsers, meaning no more jumping around in the editor, preview, or when accessed by end users. This change marks a pivotal development towards enhancing user experience and operational efficiency on the Bosseo CRM platform.

What’s New?

Field Displacement Fixed Across Various Browsers

: Fields are now correctly anchored, ensuring consistency and stability when viewed in different environments.

New documents created from this point forward will utilize the updated framework, effectively resolving earlier issues.

Cloning documents or using older templates still operates under the previous framework, which might continue to exhibit displacement issues.

How to Use the Updated Feature

Using this new feature is straightforward, whether you are working with existing documents or crafting new ones. Existing documents, upon opening or duplication, will continue under the old framework, maintaining their original fonts and behaviors. To leverage the benefits of the new framework, start by clicking on “Create Document”. Drafts made with this option embody the fresh engine upgrades, securing the latest fixes including those pesky field displacement problems.

Use Cases Across Various Industries

Home Improvement Companies

For the home improvement sector, the accurate positioning of fields in contracts is crucial for clarity and legal compliance. Misplaced contract fields can lead to misunderstandings or disputes. With our new update, generating clear and legible contracts has never been easier, ensuring that homeowner agreements are precise and comprehensive.

Lawyers and Law Firms

In legal practices, the precision of document formatting is non-negotiable. The new field stability and prevention of displacement ensure that legal documents maintain their intended format and readability. This improvement saves lawyers valuable time and secures client trust by preventing errors during document preparation and review.

Medical Practices

Medical practices often deal with numerous forms and patient documents. The seamless and accurate placement of fields in medical documents and consent forms is essential to maintain clarity and ensure proper patient information recording. Our update ensures that medical professionals can focus more on patient care rather than administrative tasks involving form adjustments.

Why We Built It

The primary reason behind these enhancements was feedback from our users, who reported that fields weren’t stable across different devices and browsers. We’ve listened, and now this issue is a thing of the past. Documents maintain their integrity from editing to viewing or printing stages.

Looking Forward

While the displacement fix covers most scenarios, we are aware of some ongoing layout shifts in PDFs, particularly with documents containing multiple page breaks. We are actively working on a solution. For now, we recommend placing all fillable fields within draggable block elements for consistent behavior. Expect more updates soon as we continue to refine the Bosseo CRM user experience.

Our dedication to improving document handling continues as we strive to enhance Bosseo CRM’s capabilities, making document management as seamless and efficient as possible.