Never forget to publish files again! The Permissions page has new options to publish and unpublish content without going back to the Documents page. Watch the video to learn more.
Additional new features
2024
2024
2023
2022
July:
- Page layout updates – Apps
- Create projects from subscriptions – Apps
- Q&A answer column update – Acquire, Diligence
- Excel viewer update – Acquire, Archive, Diligence, Pipeline, Prepare
- Replacing and renaming files update – Acquire, Diligence, Pipeline, Prepare
- Inbox updates – Acquire, Diligence, Prepare
- Permissions page getting started video – Acquire, Diligence, Prepare
- Documents page shortcut titles and descriptions – Acquire, Diligence, Pipeline, Prepare
June:
- Breadcrumbs in document viewer – Acquire, Diligence, Prepare
- Live edit permissions button update – Acquire, Diligence, Prepare
- Export harmonization – Pipeline
- Mobile user search update – Acquire, Diligence, Pipeline, Prepare
- Next and previous document button - Acquire, Diligence, Prepare
May:
- Next and previous button for document viewer – Acquire, Diligence, Prepare
- MergerLinks transaction page update – Apps
- Redaction highlight update – Diligence
- Granular documents notifications – Acquire, Diligence, Prepare
- Redaction language change from ‘confirmed’ to ‘redacted’ – Diligence
- Waterfall chart – Pipeline
- Task widget by tracker - Pipeline
April:
- New Redaction Icons – Diligence
- Right-click Trackers enhancements – Acquire, Diligence, Pipeline, Prepare
- Feedback option from Help menu - All
- Trackers recycle bin improvements – Acquire, Diligence, Pipeline, Prepare
- Open files from permissions tab – Acquire, Diligence, Pipeline, Prepare
March:
- Additional Currencies for Trackers – Acquire, Diligence, Pipeline, Prepare, Archive, Mobile
- Uploader Improvements – Diligence, Acquire, Pipeline, Prepare
February:
- Row details dialog and filter/sort timeline widget for trackers – Acquire
- Excel watermark enhancements – Diligence, Prepare, Acquire
- Expanded number of numeric columns, trackers – Acquire, Diligence, Prepare, Pipeline
- Q&A push notifications update – Q&A, mobile
- In-app feedback via help menu - All
January:
- Outage Notifications Update – All Apps
- Mobile Upgrade Update – Mobile
- Page layout updates – All
- Scroll bars for timeline widget - Acquire
- Single click to edit - Acquire
- New documents section update
- In-app help update - All
December:
- Auto-publish uploads - Acquire
November:
- Change history for activities and tasks - Pipeline
- Incremental enhancements - Pipeline
- Trackers, single-click editing - Acquire, Prepare, Diligence, Pipeline
- Various enhancements - Cloud
- Open files while processing - Acquire, Diligence, Pipeline, Prepare
- Document preview in redaction tab – Diligence, Prepare
- Mobile upload enhancements – Acquire, Diligence, Prepare, Pipeline
October:
- Left drawer navigation update (Prepare, Diligence, Acquire, Archive, Pipeline)
- Task modal redesign (Pipeline)
- Notifications update (all applications)
- Admin Console new tab for Account Info (Cloud)
September:
- Deactivated users hidden by default (Prepare, Diligence, Acquire)
August:
- Set preferred tracker views (Outreach)
- Updated contacts modal (Pipeline)
- Additional right click functionality (all applications)
July:
- Document links analytics update (Outreach)
- Activity modal redesign (Pipeline)
- Filters, rows, and cells updates
- Comfort letter enhancements (Archive)
- Upload history enhancements (Diligence, Acquire, Prepare)
June:
- Decline Metrics (Outreach)
May:
- Trackers Column Configurations Persist (Acquire, Diligence, Prepare)
- Counterparty ID (Outreach)
- Export Internal & External Notes (Outreach)
- Custom Logo for Export (Outreach)
- Permissions export enhancements (Acquire, Diligence, Prepare)
April:
- Findings widget updates for dashboards (Acquire)
- Rename Archive projects (Archive)
- Search within a folder (Acquire, Diligence, Prepare)
- Left/right watermarks (Acquire, Diligence, Prepare)
- Watermark shadow outline (Acquire, Diligence, Prepare)
March:
- Preview files via search bar (Acquire, Diligence, Prepare)
- Enhanced permissions filters (Acquire, DIligence, Prepare)
- Exporting widgets to PowerPoint (Acquire)
- Search by Document ID (Diligence, Acquire, Prepare)
February:
- Faceted filters for search (Diligence, Acquire, Prepare)
- Left and right watermarking (Outreach)
December:
- Updated password reset experience (Diligence, Acquire, Prepare)
November:
- Chat (Acquire)
- Single Sign On Log-out Page Refresh (Diligence, Prepare, Acquire)
- Mobile update for swiping within Q&A (Diligence, Acquire)
August:
- Search Enhancements (Diligence, Prepare, Acquire)
July:
- Dutch Language support (Diligence, Prepare, Acquire)
March:
- Mobile Video Viewer (Diligence, Prepare)
February:
- Analytics for Mobile (Diligence)
January:
- Link documents within Mobile (Diligence, Prepare)
Additional resources
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