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Release 2.10

A brand new home, with favourites, recents, and 5x more info on your page!

23 June 2023

No place like home

One of our missions at LiveDiligence is to help you find and access content as quickly as possible, and that starts the moment you log-in. Today we are releasing an entirely new home page experience designed get you working quickly with minimal fuss or distraction.

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See more 🧐

You can now see 5x more transactions on the home page, making scanning through transactions and search results much faster!

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See more with our new home page layout (right)
See more with our new home page layout (right)
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Favourites 🀩

Click any transaction from the home area to make it a favourite, simple as that. Favourites are highlighted in the transaction list and also grouped in a new favourites tab, so you can quickly find those projects you want to come back to regularly.

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Gold stars for your favourite transactions
Gold stars for your favourite transactions
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Recents ⏰

The new recents tab shows all your most recently viewed transactions so you can quickly pick up where you left off.

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Pick up where you left of with the new recents tab
Pick up where you left of with the new recents tab
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Auto search πŸ”

Start typing and see results show up as you type - no need click a search button.

Search as you type
Search as you type
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Organisation column

Clients working with multiple advisors on LiveDiligence need a way to group work by each of their advisors, so we added the author organisation as a sortable column right inside the new home area.

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New Transaction Wizard πŸͺ„

We’ve also introduced a new transaction wizard that makes it a breeze to set up new projects.

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More to come

We have more exciting updates coming soon to the home area, including advanced search that will let you find content anywhere inside your transactions. We see the LiveDiligence home area evolving into a powerful knowledge management hub that will help organisations to unlock the huge value of their data. πŸš€

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Other improvements and fixes

Improved: Faster loading of content from templates

Fix: Reworded publish tooltips for clarity.

Fix: Next button on dashboard view still visible when only one item exists.

Fix: Overflow of long transaction names in versions dropdown.

Fix: Permissions controls when adding new content via document map.

Fix: When user deletes a reply to a question, the question status still displays replied.

Fix: Problem displaying options inside organisation roles and permissions page.

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