Agiloft provides quarterly releases with new functionality, plus monthly maintenance releases. This page includes the full list of changes for the listed version, as there is no longer a separate release notes page beginning with Release 26. We recommend reviewing the release notes before you upgrade. If you are upgrading through multiple versions, review the changes for each version between your current and target releases.

This page covers updates for Release 29.0.2.

The latest release is documented in the What's New. You can find the latest  Agiloft downloadable installer at https://www.agiloft.com/ewdownload/, or contact Support to request an upgrade if your knowledgebase is hosted in the cloud.

Streamline your contract review with Screens by Agiloft

Your Agiloft system now unlocks the door to Screens, an AI-powered contract analysis solution available as an app in Microsoft Word. Screens uses contract review playbooks you can configure to ensure specific contract requirements are met. Use pass/fail standards to check for compliance with requirements, and add questions to simplify document data retrieval. Screens redlines and comments help you breeze through common review tasks in a fraction of the time.

For example, an Arbitration Agreement screen would include AI prompts for all of the information your organization requires in an Arbitration Agreement contract. Simply run that screen on a third-party Arbitration Agreement to get a user-friendly score that illustrates how much of your requirements the contract has met, with extracted examples for clauses that align with your standards and items that need your attention.

To make sure you capture any data from your users running screens, make sure to deploy the Screens app in your KB as soon as you upgrade to 29.0.2. To do so:

1. Log in to your KB as an admin.
2. Navigate to Setup > Integrations.
3. Under Screens, click Deploy.

Clicking the Deploy button does the following in your KB:

• Creates two new tables, the Screen Run and Screen Result tables. Screens results from any user are automatically mapped into these tables.
• Creates fields in these tables to capture Screens results, as well as a linked set of fields to the Attachment table. You might want to edit your Attachment table layout to add this linked set to the record form.
• Links screen result data to an Attachment record ID as long as the user opened the attachment from within Agiloft.

To open Screens:

1. Open a contract document from Agiloft using Checkout & Edit.
2. If it's not already in Microsoft Word, install the Screens app from the Microsoft App Store.
3. Once it's installed, click Screens in the top right corner.
4. Click Sign In.
5. Click Sign In with Agiloft Account.
6. Enter your Agiloft KB credentials. If you are the first user accessing Screens for your organization, make sure to log in as an administrator.
   
   1. For Server URL, copy your KB's URL, only copying from https:// to .com/, or similar.
   2. For KB Name, copy the name of the KB located in the top right corner of your KB.
   3. Use the same login and password you use to access Agiloft.
   4. Follow the prompts to provision a workspace for your organization, and select the appropriate data residency.

Once you've signed in, you can screen documents that have been opened with the Checkout & Edit feature in Agiloft. These results will populate into the Screen Result and Screen Run tables. Any time a user checks out a document and runs a screen, the results flow into the Screens tables in your KB.

For more information about setting up Screens in Agiloft, visit Screens.

For more information about Screens in general, visit the Screens help center.

All Agiloft users automatically have the ability to use Screens with the release of 29.0.2. If you want to disable Screens for your organization, refer to Screens.

Bug Fixes

Fixed an issue that sometimes caused an error regarding REST endpoints while processing documents in a Legacy Import project.

Fixed an issue with the EWSearch API where it did not return fields with null values. Now, these fields are returned with a value of null.

Fixed an issue where viewing a file was erroneously stored as a Download File activity in the activity log.

Fixed an issue with displaying Chinese characters when viewing a .docx file in the document viewer.

Fixed an issue that sometimes unexpectedly closed a user's session when logging in to Agiloft in the same KB on a second tab, or opening an email hotlink. Now, the session in the first tab is not closed in these cases.

Fixed an issue that sometimes caused errors when using Edit Fields to select values in a linked field in the main table view.

Fixed an issue where no results were returned when searching for a value that "is contained in" a link to single field with multiple values enabled.

Fixed an issue when editing a Conversion action from the Rules tab of the table wizard, where the Conversion tab of the action wizard did not load.