Flowtly update: Send documents for signature, plus OKRs, property inspections and a cleaner menu

Jun 18, 2026 1 min

What changed

This release introduces a brand-new electronic signature workflow that lets you send any document out for signing directly from Flowtly. We also launched a goal-setting module for objectives and key results, a property inspection and meter-reading toolkit, and a new way to raise and discuss accountancy questions. Alongside these, the main navigation menu has been reorganized into clearer groups, and we shipped a range of budgeting accuracy fixes and reliability improvements.

Electronic signatures

You can now send any document out for electronic signature and track its progress without leaving Flowtly. A dedicated Signatures page lists all your requests, and a guided send flow lets you position signature fields exactly where they belong on the page.

  • A new Signatures page lets you send any document for signing and see the status of every request in one place.
  • Drag signature and field markers directly onto the document so signers know exactly where to sign.
  • Signature request emails are branded as your organization and clearly name the document in the subject line.
  • You're automatically notified when a signature request is completed or declined, and helpful guidance sits alongside the send flow.

Objectives and key results (OKRs)

A new goal-setting module helps teams define objectives and track measurable key results over time. Objectives can be weighted, given a status, and reviewed from a dedicated page with filtering and recommendations.

  • Create and manage objectives and their key results from a new Objectives page, complete with a filter toolbar and a themed empty state.
  • Assign weight and status to each key result to keep progress clear and prioritized.
  • Key results can stand on their own or be linked to a review cycle, giving you flexibility in how you track goals.
  • Sample objectives and key results are included to help you explore the module quickly.

Property inspections and meter readings

A new opt-in module supports recurring site inspections and patrol rounds, starting with a read-only morning view of recent rounds. We also added a Counters area for tracking utility meters, including importing readings from your maintenance spreadsheets.

  • Turn on the new inspections module to see a morning view of patrol rounds and checkpoints.
  • View utility meters under Assets and import meter readings directly from your maintenance Excel export.
  • Generate public QR codes for assets so anyone can submit an anonymous report tied to a specific location.

Accountancy questions and discussions

You can now raise and resolve questions about specific transactions through threaded discussions, keeping accounting conversations in context. A new inbox tab and navigation badge make it easy to spot items that need attention.

  • Start discussion threads on accountancy transactions so questions and answers stay attached to the right record.
  • A dedicated inbox tab and navigation badge highlight open questions that need a response.

Clearer navigation and responsibilities

The main menu has been reorganized into logical groups so features are easier to find, with role-aware visibility that hides sections you don't use. The responsibilities area also loads faster and offers clearer guidance.

  • Menu items are now grouped under clear headings such as Business, Finance, and People, Time off, Recruitment and Performance, with empty groups hidden automatically.
  • Distinct icons and improved tooltips make it easier to tell sections apart at a glance.
  • The responsibilities view loads noticeably faster and includes a recommendations panel and clearer allocation bars.

Budget accuracy and reliability

We corrected several budgeting calculations so project costs and expense totals reflect partial allocations and arrears more accurately. A number of behind-the-scenes fixes also improve caching, deployments, mobile display, and e-invoicing.

  • Project cost and headline expense figures now correctly account for partially allocated and arrears-paid amounts.
  • Profit-and-loss reporting by tag is now scaled accurately to each project's allocation share.
  • E-invoicing now reads seller names and official document totals more reliably.
  • Improvements to caching, deployments, mobile layout, and push notification icons make the app more stable and consistent.

Why it matters

These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.

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