● December 19, 2024
Fixed: When selecting compare to last publish all content is showing as a new addition, rather than just comparing changes to the most recent publish.
● December 16, 2024
Improvements in this release focus on enhancing user experience, making navigation more intuitive, and reducing friction in the editing and suggestion review process.
Improved UI Design
- Redesigned Q&A and comments pages with a more intuitive layout
- Enlarged search bar for easier access
- Repositioned filters for improved navigation
- Enhanced export button functionality
- Optimised responsiveness on smaller screens
- Removed unnecessary scroll bars
Suggestion Navigation
- The suggestions view button will now automatically navigate to the first suggestion in the document if there is nothing selected. A great little time saver.
- Added hover states to suggestion cards to improve clickability
Editing Experience
- Streamlined save process while typing for a smoother editing experience
- Content now auto-expands when a suggestion is clicked in the sidebar, even if the document is fully collapsed
Dashboard and Export Improvements
- Annex headers will no longer appear in dashboard cards if the annex has no content
- Fixed PDF export issue when changing report version without updating selected content
Fixed: Resolved inconsistent icon colouring in the left-hand navigation bar to correctly show active selection.
Fixed: When selecting compare to last publish all content is showing as a new addition, rather than just comparing changes to the most recent publish.
● November 29, 2024
Fixed: Tables span over multiple pages in report preview when show changes is selected in report export.
● November 28, 2024
Improvement: 📄 Better pdf page break control to avoid orphaned headers. Previously it was possible to have a group or risk name at the bottom of a page and the associated text on the following page. We’ve made this a thing of the past by forcing all headings and the first line of text to always stick together. This means nicer, faster reporting and less time fiddling with page breaks.
Improvement: ⚡️We’ve made “approve all” – the feature that lets you bulk approve all pending changes – 4x faster!
Improvement: 🧐 We’ve built a handy new view suggestions button that lets you quickly access suggestions in the sidebar.
Improvement: 🧘 We’ve added a small amount of breathing space between bullet points to improve readability.
Fixed: If a table header column style is changed between two publishes and you compare to last publish, the comparison adds an unnecessary column which makes the table content hard to read.
● November 19, 2024
Improvement: The risk review document is now centred inside the available space, rather than pushed to the left.
Fixed: Text in table header rows incorrectly defaults to centre aligned when exported to pdf.
Fixed: Table borders not showing when table cells have a custom colour applied.
Fixed: Text editor cursor jumps to the start of the item being edited when multiple users are collaborating on the same page.
● November 13, 2024
Fixed: Empty risk items not saving content change if user navigates away before unlocking.
● November 9, 2024
Collaborating with colleagues on large reviews with lots of track changes can be painful. Our new suggestions feature has been built specifically for due diligence work, allowing you to find and resolve suggested edits quickly.
⚡️ New suggestions sidebar
Suggestions now have their own dedicated space in the sidebar, making viewing and editing track changes much clearer. Click on any suggestion and the sidebar will open automatically, showing you all of the suggested edits in that section.
Navigating through a document with lots of suggestions is now super quick with our next and previous buttons. It also means you’ll never miss all those tiny edits that are hard to spot.
🧐 Precision Accept all and Reject All - your new best friend
Due diligence professionals must consistently deliver accurate advice while under constant time pressure. This presents real a challenge when reviewers are faced with scores of suggested edits from colleagues which must be carefully reviewed before issuing advice to a client. 🤯
Accepting or rejecting all of these track changes individually is tedious 🐌. However, the alternative offered by most document editing tools of accepting all changes across the entire document is unsuitable because of the need for accuracy and robust quality control.
We’ve solved this problem with precision accept all and reject all. This new feature lets you work accurately and quickly while reviewing collaborative documents with track changes.
Each block of content has it’s own accept all and reject all buttons. This means you can quickly review all of the suggestions in a single, manageable section of your review and accept or reject all of these changes at once when you are happy. Blasting through track changes becomes a breeze when you can progress systematically, section by section.
↩️ Easy undo
Mistakes can happen when you are reviewing lots of suggested edits – so we’ve added undo. Just like it sounds, this feature lets you easily undo one or more accepted/rejected suggestions. Great for your sanity when under pressure to deliver an update for your client.
● October 28, 2024
Get projects started faster and keep Q&A organised with our new Q&A template feature.
💬 Instantly load your standard Q&A list at the start of your project
If your typical due diligence process starts with a standard set of questions for response then our new import Q&A from template feature will save you lots of time and effort.
Simply select the Import questions option when creating a new transaction from template and questions will automatically be copied into your new transaction.
You can choose to import all of the questions from your template or select just the specific sections you are interested in.
🔗 Question are automatically linked to the relevant section of your template
We know that keeping your Q&A list organised is important, so when importing questions we make sure any links to the report template come across too. This means you don’t have to spend hours linking questions to the relevant parts of your due diligence review.
Fixed: Styling updates from latest deployment were not updating without a browser cache refresh.
● October 7, 2024
Fixed: If a user has suggestions enabled and adds a bullet point after a carriage return then subsequent content is not being saved.