Release Notes
      Back to home
      1. Help Center
      2. Release Notes
      3. Release Notes

      Release 2024 Q4

      Introduction

      This quarter release contains the following:

      For any questions, please email support@corlytics.com and we will further assist you.

      __________________________________________________________________________________

      ⛳ Summary Changes

      This release improves user experience by offering enhanced editing flexibility. Users can now adjust content at the paragraph level and utilize snippets whenever needed. Additionally, we've introduced new bulk operations that allow for simultaneous handling of multiple paragraphs, increasing overall efficiency.

      We've also implemented bulk metadata management to ensure data consistency.

      These updates are designed to streamline the document editing process, making it more intuitive, productive, and organized.

       

      DEPRECATION in existing functionality

      1. 🔥 [Categories] No more Document-Categories - As on the Portal, now on the Policy Management side, documents will not be presented within the category tree.
      2. 🔥 [Templates] You will now have a clearer view of your documents as Templates and Snippets will no longer appear in the All Documents tab and other related collections
      3. 🔥 [Editor] New Locked paragraphs now appear directly before the Next locked paragraph. </aside>

      🧿 New features

      1. Editor 📄 

      Policy Management

      We enhance the editing experience by introducing unrestricted paragraph level adjustments, multi-paragraph bulk operations, improved template enforcement, streamlined UI elements, and a more efficient document import process. These changes aim to provide you with greater control and efficiency in document editing.

      1.1 Adjust Paragraph Level without Restrictions

      Document Owner Document Editor

      Now, you can easily move individual or multiple paragraphs to any level, simplifying the process of rearranging your document content. The document level can be easily changed using your keyboard by pressing Tab and Shift+Tab.

      Additionally, the limitations for the number of levels have been removed, allowing you to adjust paragraph levels without any restrictions.

      Furthermore, you can now use Snippets at any level, offering you greater flexibility in editing.

      IMPORTANT

      • 🔥You can change a paragraph's level without restrictions
      • 🔥 Snippets can now be placed at any level
      • 🔥 The number of levels was increased from 7 to 25
      • 🔥 The numbering configuration options will remain as 7. After reaching level 8, the numbering format will start over.
      • 🔥 The add paragraph or add sub-paragraph button now inserts a new paragraph directly after the current one </aside>

       

      1.1 level without restrictions

      Use cases

      • Efficient alignment of paragraph levels during document uploads
      • Rearrange paragraphs in your document
      • Change the level of a single paragraph without affecting the levels of other paragraphs in the section.

      Notes

      • In the moving mode, we display labels for heading paragraphs and use different backgrounds to help you view the document's structure. We also improve the visibility of locked paragraphs.
      • Suggestions
        • No Multi-select in Suggesting Mode
      • Snippets
        • ‼️ We do any operation with a snippet like it is 1 paragraph on the defined level - where the first snippet paragraphs are placed
        • We do not change internal snippet level structure
      • Templates
        • 🔥 No possibility of changing the Level and Position of the Locked paragraphs that will contradict the structure presented in the Template.
        • 🔥 You can lock any paragraph on any Level, regardless of whether the parent paragraph was locked. On Document level - this paragraph will be placed immediately after the nearest next locked paragraph
      • Move operation
        • ‼️ When adjusting levels for a list of paragraphs with varying levels, all paragraphs will be adjusted based on the new level of the first selected paragraph. Other paragraphs will maintain their relative level distance from the first paragraph. Note: Paragraphs can not be placed beyond level 25 or below level 1.
        • ‼️ Change Paragraph Levels: Quickly adjust the hierarchy of your paragraphs by simply using Tab to increase and Shift+Tab to decrease paragraph levels.
      • Numbering
        • 🔥 We will use an approach similar to Microsoft Word, where numbering depends on the paragraph level and the previous numbered top-level paragraph
        • 🔥 The number of levels was increased from 7 to 25
        • 🔥 The numbering configuration options will remain as 7. After reaching level 8, the numbering format will start over.
      • Other operation
        • 🔥You will be able to delete individual paragraphs, even if they have subparagraphs

      🔥⚡️ 1.2 Multi-paragraphs Selection and Bulk operations

      Document Owner Document Editor You can now select multiple paragraphs at once to apply bulk operations like move, delete, toggle numbering and lock/unlock.

      We also provide a new Section and Paragraph menus to help you easily find the required actions.

      IMPORTANT

      • ‼️ You can access the Selection menu by right-clicking on paragraph
      • Selection options:
        • Select Range of paragraphs viaShift + **Click**
        • Pick specific paragraphs via Ctrl + Click / MAC: Command + Click
        • Select Paragraph and All it’s sub-paragraphs via **Paragraph Menu → Select Sub-Paragraphs
        • Select via Mouse

       

      1.2 pars bulk operations

      Use cases

      • Select Multiple Paragraphs: Select several paragraphs simultaneously to apply changes to all at once, saving you valuable time.
      • Easily select multiple paragraphs and view their total count to assess the impact of potential changes.
      • Easily identify locked paragraphs and understand why certain actions may be restricted
      • Quickly navigate through a cleaner, more intuitive paragraph and selection menu interface.

      Notes

      • Selection options:
        • Select Range of paragraphs via Shift + Click
        • **Pick specific paragraphs via Ctrl + Click / MAC: Command + Click
        • Select Paragraph and All it’s sub-paragraphs via Paragraph Menu → Select Sub-Paragraphs
        • Select via Mouse
      • Available Bulk Operations
        • Move
        • Delete → Restore / Archive
        • Toggle numbering
        • Lock/unlock.
      • When selecting multiple paragraphs, we will show the numbers of the selected paragraphs
      • You can access the Selection menu by right-clicking on selected paragraphs

      🔥 1.3 Template Enforcement for Locked Paragraphs with New Levels Approach

      Document Owner Document Editor

      You can now experience a smoother and more organized workflow with our updated handling of locked paragraphs. Locked paragraphs are now placed directly before the next locked paragraph to maintain a clearer structure. Plus, anytime a new version of template is introduced, you’ll get a detailed list of new locked paragraphs, making it easier for you to review and understand the changes in your documents. This ensures that everything stays in its place and you can focus more on your content rather than layout adjustments.

      1.3 template enforcement

      Use cases

      • Easily review and understand changes in document templates with a list of new locked paragraphs available at your fingertips.
      • Maintain a clean document layout by automatically placing locked paragraphs in order

      Notes

      • The logic for onboarding new documents and assigning new templates remains unchanged. All this locked paragraphs will be placed at the end of the document
      • 🔥 New Locked paragraphs now appear directly before the Next locked paragraph.

      1.4 ❇️  Improvements

      1.4.1 New Paragraph Menu featuring last editor insights and quick actions like Text Style

      In Paragraph menu you can now easily identify the person who last edited a paragraph.

      The paragraph menu now includes better options grouping, new quick actions such as Text Style, and additional information about the user who last edited a paragraph.

       

      1.4.2 Easily Access Keyboard Shortcuts

      We have added new shortcuts for selection and movement in the Keyboard Shortcuts section and moved this information to the left sidebar for quick access when you're in the Editor or Suggesting modes.

      ‼️ We'll also show only the relevant and available shortcuts for these modes. For example, in Suggesting mode, we'll hide movement shortcuts since this operation isn't available yet in this mode.

      1.4.3 ‼️ Streamline Document Import with No Empty Paragraphs

      You can now import documents without any empty paragraphs, ensuring a more seamless upload experience with no unnecessary blanks to correct. This means less time spent on format adjustments and more time focusing on content enhancement.

      Use Cases:

      • Ensure a continuous flow of text without unintended paragraph breaks during document uploads.
      • Save time by avoiding manual correction of paragraph formatting after uploading.

       

      1.4.4 ‼️ Clearer messages for move operations with Locked Paragraphs

      We now provide better messaging when you cannot move paragraphs due to TEMPLATE restrictions.

      For instance, we'll show indicators when you're moving Locked paragraphs, display warnings if you attempt to change the level of a locked paragraph, and offer more detailed information when you try to modify a locked paragraph's structure in a way that conflicts with the template-level configuration.

      1.4.5 Copy All Paragraph Text

      You can now easily copy text just by clicking on a paragraph. No more fumbling around with multiple steps to highlight and copy text. This feature streamlines your document review process, making it quicker and hassle-free to gather information you need from documents.

      Use Cases

      • Quickly copy a paragraph of text with a simple right click on content for efficient content sharing.
      • Access and copy necessary information in Preview Mode without additional steps.
      • Enhance productivity when editing documents by reducing the number of steps to copy text.

      Notes

      • ‼️ For inserted snippet paragraphs copy action is not available

      1.5 💢 Overview of changes in UI and Text

      • The indication for the paragraph you are working on has been modified. Now it is only highlighted via a colored border. The background was removed to help you work with content without distractions.
      • New UI clearly indicates when you enter Moving mode

      2. Metadata 🧾

      Policy Management

      Update metadata across multiple documents

      ⚡️ 2.1 Bulk Update Metadata Using XLSX Files

      Solution Owner

      You can now conveniently update metadata across multiple documents by uploading an XLSX file. Just imagine saving a lot of time and reducing manual errors with this batch update feature! Simply prepare your data in an Excel file and let the platform handle the rest. Don't worry about individual fields causing hiccups; the platform individually processes each metadata field, ensuring the majority of your updates go through seamlessly.

      IMPORTANT

      • ‼️ Available only for Superadmin and Document Manager
      • ‼️ You can't update system metadata fields and multiline text fields

       

      2.1 meta export

      Use cases

      • Maintain the consistency and integrity of metadata in your documents:
      • Quickly set metadata for newly onboarded documents.
      • Quickly update metadata fields across numerous documents by uploading an XLSX file.
      • Efficiently manage document-related metadata without manual, one-by-one updates.
      • Enjoy error feedback with a color-coded status (Light Red for issues, Light Green for successes).

      How to

      1. Download data using “Export Table” functionality (with selected columns) or “MI report” extraction
      2. Modify XLSX file with the desired values
      3. Upload the modified file back to the platform to apply changes
      4. The platform returns back updated file with status update for each value

      Notes

      • Archived documents will be skipped
      • ‼️The platform will apply changes regardless of any restrictions like Metadata screen configuration with required fields.
      • ‼️ Only Document Manager, Superadmin, Support can execute these actions
      • ‼️ The system doesn't allow updates to multiline text metadata fields.
      • ‼️ You can't update system metadata fields.
      • System doesn’t allow to set boolean values to NULL, so empty cells will be interpreted as FALSE
      • ‼️ Excel interpret all numbers as numbers with x**.0 (or x,0)** - so all numbering will always be highlighted as changed in the Result Excel
      • You can add Disabled users to the user piker metadata fields
      • Formats
        1. Dates → dd/mm/yyyy
        2. Select → Values ; Values
        3. User → Email, Email
        4. Links → Name of the Link ; Link
        5. Checkbox →True or False
        6. Number → Numbers

      3. Document Repository 📂 

      Policy Management

      Organised more efficiently without unnecessary data inside Categories

      🔥 3.1 No Document-Categories

      All Users

      You can now simplify your document management with a clear category structure. This update ensures that all documents and templates are organised more efficiently without unnecessary data inside Categories. This change is reflected on the All Documents and Templates pages, within Document settings, and on the Compliance page.

      3.1 Categories

      Use cases

      • Easily manage documents without dealing with extra categories.
      • Improve clarity and focus on content without categorisation complexity.
      • Streamline document searches with a simplified structure.

      Notes

      • N/A

      4. Workflow 🦾

      Policy Management

      Your day-to-day workflow management just got easier and supports more configuration options.

      🔥 4.1 Flexibly Manage Approval Stages in Your Workflow

      Solution Owner

      Now, you can easily manage various approval stages, breaking free from the previous constraint that a stage could only be mandatory if it had approvals. This newfound flexibility empowers you to make any stage mandatory and still add approvals as needed, enhancing your workflow management experience.

      Also, you can specify an optional approver whom Document Owners can remove depending on the context of the changes they are applying.

      IMPORTANT

      • 🔥 [Approvals] You will be able to customise approval processes, making certain approvals optional and removable at the document level. Also you can add approvals at any stage of the workflow, whether it's mandatory or voluntary.
      • ‼️ Handling Disabled Users or Empty Groups: If a user is disabled or a group is empty, they will not be added to the document approvals.
      • ‼️ All approvers are added to the document only during the transition to the stage. Therefore, we will add this user only when the document moves to this stage. </aside>

       

      4.1 Stages

      Use cases

      • Set up mandatory stages in your workflow, even if no initial assigned approvers exist.
      • Define approvals as optional and remove them at the document level if unnecessary.
      • Maintain consistent approval stages by locking mandatory settings at the template level while customising at the document level.

      Notes

      • ‼️ Handling Disabled Users or Empty Groups: If a user is disabled or a group is empty, they will not be added to the document approvals.
      • ‼️ All approvers are added to the document only during the transition to the stage. Therefore, we will add this user only when the document moves to this stage.
      • Current capabilities do not compel users to alter their existing workflows.

      Configuration use cases

      Approvers - Not added Approvers - Added as optional Approvers - Added as Required
      Mandatory Stage
      -
      ON


      		 NEW


      These types of stages can be utilized for additional work on document content and metadata. For example, they can require users to fill in specific metadata and use manual instructions along with automation to promote collaboration among particular user groups.

      		 NEW


      These types of stages can be used for approvals where the list of approvers can be dynamic, requiring adjustments by the Document Owner to fit the context.      		 Existing configurations help you manage a mandatory approval flow where all approvals are predefined in the template.
      Mandatory Stage
      -
      OFF      		 General optional stages to help keep the process.
      - Users can skip this stage and move directly to another stage
      - Or move to it to perform some actions.
      - Not restrictions when
      moving from stage      		 NEW


      Optional stage that can be skipped; however, if entered, users will receive guidelines and some optional approvals needed during this phase.

      		 NEW

      While this stage is optional,
      if the user chooses this path, they must complete the actions and receive approval from a list of mandatory approvers before moving on.

      Terms

      1. Mandatory Stages - Users must move documents TO the stage before advancing to others. There is no possibility of skipping such stages.
      2. Mandatory Approvals - Users must obtain approvals before moving FROM the stage.


      5. Document Types ⚙️ BETA

      Policy Management

      We aim to gather your thoughts and ideas on new capabilities that will enhance the integration and presentation of diverse content in Clausematch, such as Regulations or Controls.

      Our goal is to ensure that working with new document types is straightforward, allowing easy navigation between them and access to required information. These capabilities will also help manage the hierarchy of connections, ensuring all necessary types are properly interconnected.

      IMPORTANT

      This capability could be Turn On/Off via Platform Configuration

      ‼️ They are in the Beta phase, so do not apply them to production.

      Experiment and share your feedback. Let us know what's unclear or what use cases we should consider for this functionality.

      ⚡️ 5.1 Create Custom Document Types

      Solution Owner

      You can now manage Document Types directly from a new page in the Admin Panel. This feature allows you to view all document types along with their icons, names, descriptions, creators, creation dates, update dates, and the number of active documents and templates associated with each type. You can also delete or duplicate document types and configure their appearance. When deleting a document type, you have the option to migrate existing documents to another type, ensuring seamless document management.

      4.1 Doc Types

       

      Use cases

      • Easily create new document types to better organise your document repository.
      • Delete unused document types while ensuring no active document is left without a type.
      • Migrate documents to new type

      Notes

      • Default sorting for list of Document Types: Alphabetically
      • Access: Superadmin

      5.2 Customise each Document Type's Look and Capabilities

      Solution Owner

      You can now customise the appearance of Document Types by choosing colours and icons from a predefined set. Additionally, you have the option to configure specific capabilities associated with Document Types.

      You can make the content of documents non-editable, which will hide editing toolbars, paragraph menus, and other editing functions. Collaboration features such as approvals, comments, and tasks can also be configured to be hidden, streamlining the user experience by removing unnecessary functionalities. These configurations will be helpful for document types such as Regulations and Controls or other read only types, which could be integrated into Clausematch via API — Coming Soon

      This enhancement also allows you to turn Document Types On or Off, simplifying your user interface by hiding Document Type options in various areas such as the Admin module, the Document creation process, the Compliance page, and within connections.

      4.2 Doc type view

      Use cases

      • Enhanced Visuals: Personalise the appearance of document cards with specific colors and icons for quicker and easier identification.
      • Improved User Experience: Hide unnecessary functionalities to provide a cleaner, more focused user interface.

      Notes

      • When Document Types are turned off, icons will default to standard document icons
      • When you change the template of a document, the document type is inherited from the new template
      • Not editable configuration will**:**
        1. Hide Editing toolbar
        2. Add Paragraphs buttons
        3. In Paragraph menu we will show only
          1. Only copy the Paragraph link and Tags options
        4. No Insert and Format menus
        5. Everything related to Suggestion will be hidden
          1. Suggestions Sidebar
          2. Suggestions Indicators
      • Document Actions configuration: Archive / Clone / Create Template will
        1. Hide related Buttons inside the Editor interface and menu
        2. Hide related Quick actions inside the Table and List view of Documents
      1. Collaborations
        1. Approvals
          1. Hide approval sidebar
          2. Hide approval tabs in document/paragraph
          3. Hide Approval events type and filters
          4. Hide Approvals configuration in Document Permissions modal
        2. Comments
          1. Hide comments inside document/paragraph
          2. Hide comments events type and filters
          3. Hide Comments configuration in Document Permissions modal
        3. Tasks
          1. Hide task sidebar
          2. ‼️ NOTE: document will be available for selection if the user creates task via the tasks dashboard

      5.3 Document View Customisation

      Solution Owner

      You have the power to customise how your users view documents. This feature allows you to set up default Table and List views that best suit your specific requirements. By choosing and arranging the displayed metadata, you can improve your user’s ability to access important information quickly. Whether you prefer a table format or a list style, you can determine how your data is presented, including the default fields shown in each view.

      You can also customise which information will be displayed when users hover over a document with the new Document Card Layout.

      IMPORTANT

      • ‼️ If the Document Card Layout was configured in the Document Types configuration, we will use that configuration even if the document types were disabled in the Configuration panel.
      • ‼️ If the Document Card Layout is not configured, we will use the configuration that is currently used in a document.
      • ‼️ In the List View, users will only be able to configure the second line of metadata

       

      5.3 doc customization

      Use cases

      • Customise the order of metadata to prioritise important information for quick reference.
      • Tailor the list view to display essential document details
      • Set default field configurations for consistency in how document data is presented across your team
      • Tailor the document card to focus only on the required information

      Notes

      • ‼️ If the Document Card Layout was configured in the Document Types configuration, we will use that configuration even if the document types were disabled in the Configuration panel.
      • ‼️ If the Document Card Layout is not configured, we will use the configuration that is currently used in a document.
      • ‼️ In the List View, users will only be able to configure the second line of metadata.

      Default values for List and Table View

      • Policy Management List View

        • ‼️ Top - not changeable

          1. Title
          2. Document Type
          3. Stage
          4. Favourite

          Bottom

          1. Category
          2. Updated at / Release at and by
          3. Version
      • Policy Management Table View
          1. ‼️ Title - not removable
          2. Version
          3. Stage
          4. Stage Age
          5. Approvals
          6. Approvers
          7. Categories
          8. Last modification date
          9. Last modified by
          10. Release date
          11. Released by
          12. Publication date
          13. Published by
      • Policy Portal List View

        • ‼️ Top - not changeable

          1. Title
          2. Document Type
          3. Stage
          4. Read status
          5. Changes
          6. Favourite

          Bottom

          1. Categories
          2. Modification type
          3. Access level
          4. Owner
          5. Version
          6. Published at
          7. Viewed
      • Policy Portal Table View
        • ‼️ Title - not removable
        • Modification type
        • Version
        • Categories
        • Published Date
        • Stage
        • Read status
        • Access
        • Changes
        • Viewed
        • Favourite

      ___________________________________________________________________________________

      🐞 Bug fixes & improvements

       ❇️  Improvements

      Policy Management

      🔥 Templates: Hide Templates and Snippets from All Documents and Related Documents Collections

      You will now have a clearer view of your documents as Templates and Snippets will no longer appear in the All Documents tab and other related collections. This update ensures that the document counters only reflect the documents in the main view while separate counts for Templates and Snippets remain visible on their dedicated pages.

       

      Use Cases:

      • Easily identify and access your Normal documents without the clutter of Templates and Snippets.
      • See an accurate count of your Normal documents in the All Documents view.

      🐞 Important bugs that were fixed

      For details on each fix listed below, please visit this details page.

      Policy Management

      • Fixed an issue where custom collection included incorrect document for 1 user
      • Fixed an issue where document version number does not update in Document Settings field
      • Fixed an issue where there was an intermittent ability to view documents in split view for Data Connections
      • Fixed an issue where Table mode showed wrong icon for archived documents
      • Fixed an issue where there was a duplicate "Paragraph changes" filter option under Paragraph Activities tab
      • Fixed an issue where there was an error when trying to release from NMC stage
      • Fixed an issue where layouts didn't work for modifications created from documents with attached templates
      • Fixed an issue where deleted user groups remained in User roles report

      Policy Portal

      • Fixed an issue where search was not returning documents once they have been opened/viewed
      • Fixed an issue where search was not returning documents that matched a multiline text field filter
      • Fixed an issue where modifications were not contributing to the category counter they belonged to