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      Release 93 - November 2021

      Introduction

      This release contains the following:

      • New Features
        • Policy Portal
          • Search autocomplete: "Query Suggestions"
          • Related searches
          • Specify Search Results Order
      • Bug fixes & improvements

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

      New Features

      1. Policy Portal

      The ability to search and quickly find the most relevant documents in Policy Portal is crucial. Therefore, we have started a series of improvements to our search to empower users with an improved search experience.

      For the full steps on how to search documents in Policy Portal, simply follow the link below to the corresponding article:

      How to Search Documents in Policy Portal

      1.1 Search autocomplete: "Query Suggestions"

      1.gif

      You no longer need to complete the entire search query. Now, whilst you are typing in the search bar, we will suggest terms and phrases that are found in the document titles. This will help you quickly enter the necessary words and avoid mistakes, as you will immediately see the platform's response.

      All of the suggested phrases are sorted by frequency of occurrence in document titles and by their length.

      Our goal is to help you complete a search that you intend to do quicker.

      We will continue improving these suggestions to make them more useful to you.

      1.2 Related searches

      2.gif

      Now we will suggest relevant queries to help you clarify your intent and help to find more relevant results, faster. Based on your search query, we will present several options and display them at the end of the search results list, so you can continue exploring your document base.

      All suggested phrases are sorted by frequency of occurrence in document titles and by their length. Other factors will be taken into account in the future to consider your search context.

      1.3 Specify Search Results Order

      3.gif

      Now you can change the sorting type to review a document list in the required order, depending on your search intent.

      Moreover, you can change the direction of sorting and specify any metadata as a sorting value. This will help you to sort documents according to your business requirements.

      Also, we have set different default sorting options to help you quickly manage your documents, dependant on the selected folders:

      • Attestation folders - Attestation deadline (ascending)
      • Published - Release Date (descending)
      • All other folders - Alphabetical (ascending)

      Bug fixes & improvements

      • Added user detail information (User email, User external Id) to the Document activity report in documents on the Policy Portal
      • Added a new role "Manage modifications" - that allows specifying who will have the ability to create modifications via these functionalities: upload, from scratch, from the document or attached.