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Release 2025 Q4 - Fixes (detailed)

The fixes from Release 2025.4 are detailed on this supplementary page.

Details for each fix are: pre-conditions, steps to reproduce, expected result, dependencies and downstream impacts, and support request (ticket) IDs (if applicable).

 

      • Policy Management
        • Fixed an issue where copy pasting images from different sources didn't work
        • Fixed an issue where pasting text into documents resulted in "undefined" text
        • Fixed an issue where not all comments appeared in DOCX exports
        • Fixed an issue where an error was returned when exporting Portal documents that contained in their titles a special character
        • Fixed an issue where after re-drafting document, locked parent paragraphs moved by template leave their child paragraphs behind
        • Fixed an issue where Document Type configuration for Portal (list/table view, columns, etc) was not applied
        • Fixed an issue where automation trigger was not automatically created for duplicate rule
        • Fixed an issue where template latest version's locked paragraphs did not have their order reflected in documents
        • Fixed an issue where mandatory stages may have been skipped via 'Show Workflow' on Released Documents 
        • Fixed an issue where portal metadata panel was moved from right pane to above content section 
      • Portal
        • Fixed an issue where Policy Portal metadata panel's default location mirrored the one of Policy Management

 

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



Fixes

Policy Management

    • Fixed an issue where copy pasting images from different sources didn't work.
      • Pre-conditions:
        • Image to be copied from is within any of the following sources:
          • DOCX
          • Image Preview
          • Webpage
      • Steps to reproduce:
        1. Copy image.

        2. Paste through any of the following methods:
          1. Ctrl+V
          2. Right-click, and select any the Paste options
      • Expected result:
        • Image is pasted successfully
      • Dependencies & Impact:
        • External Applications
        • Editor
      • Support Request ID:
        • 29489469319
    • Fixed an issue where pasting text into documents resulted in "undefined" text.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        1. Create new document.

        2. Add paragraph.

        3. Type some text in paragraph.

        4. Copy text from another application (e.g. MS Excel)

        5. Select part of paragraph text.

        6. Click Ctrl+V.

      • Expected result:
        • Highlighted paragraph text is replaced by pasted in text from other application.
      • Dependencies & Impact:
        • External Editors
        • Editor
      • Support Request ID:
        • 26685423227
    • Fixed an issue where not all comments appeared in DOCX exports.
      • Pre-conditions:
        • Document has comments in its Policy Management version.
      • Steps to reproduce:
        1. Export to DOCX the Policy Management document.

      • Expected result:
        • All documents show.
      • Dependencies & Impact:
        • Collaboration
        • Audit
        • Export
      • Support Request ID:
        • 22272920952
    • Fixed an issue where an error was returned when exporting Portal documents that contained in their titles a special character.
      • Pre-conditions:
        • Document title contains special character '・'
      • Steps to reproduce:
        1. Export document with said title.

      • Expected result:
        • Document exports successfully.
      • Dependencies & Impact:
        • Metadata
        • Export
      • Support Request ID:
        • 28152034944
    • Fixed an issue where after re-drafting document, locked parent paragraphs moved by template leave their child paragraphs behind.
      • Pre-conditions:
        • Document contains locked parent paragraph from released template.
        • Document is released.
      • Steps to reproduce:
        1. Draft template.

        2. Move locked parent paragraphs elsewhere in the content.
        3. Release template.
        4. Re-draft document from release.
      • Expected result:
        • Locked documents paragraphs are automatically moved along with their child paragraphs.
      • Dependencies & Impact:
        • Template
        • Document Content
      • Support Request ID:
        • 26652639757
    • Fixed an issue where updated Document Type configuration for Portal (list/table view, columns, etc) was not applied.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        1. Create new Document Type.

        2. Configure view for this Document Type in Policy Portal > Set list view and add some additional fields > Save.

           
        3. Create and release document with this new Document Type.

        4. Check display for document type collection in Policy Portal.

        5. Change view for document type to table and configure some other columns then default ones > Save document type.

        6. Check display for document type collection in Policy Portal.

      • Expected result:
        • Document type configuration for PP view is correctly reflected in Portal.
      • Dependencies & Impact:
        • Document Type
        • Portal Library
      • Support Request ID:
        • N/A
    • Fixed an issue where automation trigger was not automatically created for duplicate rule.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        1. Create document.

        2. Set some metadata date field value for date in future.

        3. Create metadata automation for document with this field with trigger in future.

        4. Duplicate automation. 

      • Expected result:
        • Duplicate automation is able to be triggered.
      • Dependencies & Impact:
        • Automation.
        • Workflow.
      • Support Request ID:
        • N/A
    • Fixed an issue where template latest version's locked paragraphs did not have their order reflected in documents.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        1. Create and release template with the following structure: 

          First paragraph - Locked
          Child paragraph 1
          Second paragraph - Locked
          Child paragraph 2
          Third paragraph - Locked
          Child paragraph 3
        2. Create document from this template.

        3. Create new version of template.

        4. Select Second paragraph with its child and move them above First paragraph

        5. Release template

        6. Check document created from template

      • Expected result:
        • Child paragraphs of locked paragraphs in document should move together with locked parent:

          Second paragraph - Locked
          Child paragraph 2
          First paragraph - Locked
          Child paragraph 1
          Third paragraph - Locked
          Child paragraph 3
      • Dependencies & Impact:
        • Template
        • Document Content
      • Support Request ID:
        • 34064370018
        • 26898732457
        • 25941827892
    • Fixed an issue where mandatory stages may have been skipped via 'Show Workflow' on Released Documents.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        1. Create template with 3 stages:

          1. Custom mandatory, no approver.

          2. Custom optional.

          3. Review stage - mandatory with approver.

        2. Release template.

        3. Create document from template.

        4. Move document through all stages to release.

        5. Click to open dropdown near create new version > click on show workflow > pick optional stage > confirm.

        6. Check next forms and actions.

      • Expected result:
        • Unable to move to a prior stage within the same version.
      • Dependencies & Impact:
        • Workflow
      • Support Request ID:
        • N/A
    • Fixed an issue where portal metadata panel was moved from right pane to above content section.
      • Pre-conditions:
        • paper-based document exists on Policy Portal
      • Steps to reproduce:
        1. Set for Default position of Metadata Panel setting option On the right sidebar on Platform configuration page/Policy Management > Save.

        2. Open paper-based document on PP > Check metadata panel.

        3. Set for Default position of Metadata Panel setting option On top of the Document on Platform configuration page/Policy Management > Save.

        4. Open paper-based document on PP > Check metadata panel.

      • Expected result:
        • Policy Management configuration does not affect Policy Portal.

          Default value for metadata panel position for Portal is on the right sidebar.
      • Dependencies & Impact:
        • Platform Configuration
        • Document Viewer
        • Metadata
      • Support Request ID:
        • 29865777012

Policy Portal

  • Fixed an issue where Policy Portal metadata panel's default location mirrored the one of Policy Management.
    • Pre-conditions:
      • User testing hasn't set their Portal document's metadata panel location default to be on top of the content section.
      • Admin Panel > Platform Configuration: Policy Management Metadata Panel's Default Location is set to Side Pane.
    • Steps to reproduce:
      1. Go in to Admin Panel > Platform Configuration.

      2. Change Policy Management Metadata Panel's Default Location to be on top of the content section.
      3. Visit with user tester on any Portal document.
    • Expected result:
      • Portal document's metadata panel default location is unaffected by its Policy Management counterpart.
    • Dependencies & Impact:
      • Platform Configuration
      • Document Viewer
      • Metadata
    • Support Request ID:
      • 29865777012