30 November 2022
[NEW] Tracking risk and status changes when comparing publishes
LiveDiligence makes it easy to compare the changes between different published versions of a due diligence project. With this update we are making these comparisons even more useful by also including a visual indicator of how the risk level and status of risk items has changed.
Advisors can see this whenever you have the ‘Compare to last publish’ button selected in the approval or publish tabs.
Clients will see this in the versions tab, whenever they select the ‘Compare’ toggle to show changes between different published versions of the due diligence.
[NEW] Risk review organised by group
Content in the risk review is now organised by group. In other words, the content for each top level grouping you create will be displayed on its own page. This keeps content organised and helps you stay focused within a specific sub-section or your review.
[NEW] Location saved when navigating tabs
Now when you navigate between the Edit, Approve, and Publish tabs your position in the risk review is preserved. The eliminates time wasted with unnecessary scrolling and helps you keep your focus on the area you are working.
[NEW] Local expand collapse state saved
The risk review content you decide to expand or collapse now stays that way, even when you navigate away to different pages such as Q&A or report export - helping you get things set up just as you like.
[IMPROVED] Faster loading and navigation
This update includes some big performance improvements. Initial page loads, navigation, item scrolling, and item locking have all been made significantly faster.
[IMPROVED] Risk review layout and menus
We’ve tweaked a few things to make sure your content displays more clearly, with less clutter and empty space. We have also combined all the actions you can take on a risk item into a new unified menu.
- Bug where compare to last publish styling would not get cleared when navigating back to the edit tab
- Bug where ‘All’ filter could be removed, occasionally resulting in content shifting around
- Bug where expand/collapse groups was not working