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 30.

The latest release is documented in the What's New. You can contact Support to request an upgrade.

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May 2025 Release

Check comment and email notifications directly in Agiloft

Spend less time jumping between Agiloft and your inbox with the new notification center directly in Agiloft. The new bell icon offers a full list of the notifications sent to you, and you can open each one for more detail, mark all or some notifications as read, and toggle whether the tray shows all notifications or only unread notifications.
 

 
The notifications you receive are dependent on the outgoing emails configured in your system. Each time the system sends you an email notification, that notification also appears in the notification center. For example, all comments that tag you are represented in the notification center, but you might also see notifications for records that are assigned to you, contracts that are approved, tasks that are overdue, and much more.
 
The notification center appears automatically in both the power user and end user interfaces (PUI and EUI), and because it leverages comments and your existing Notification actions, it works without any manual setup. If you need to make modifications to the EUI, you can find the new #ew_notification_icon() macro in your header.htm EUI Template record, just before the user menu. If the icon doesn't appear automatically, or you want to reposition it, simply add or move the #ew_notification_icon() in the appropriate EUI Template record.
 
For more information, see Using the Notification Center.

Jump into Screens builder directly from Agiloft

Build Screens directly from Agiloft through the main Setup menu. To access, go to the Setup gear icon and click Build Screens.

Improved natural language processing offers better search results

Searches for certain field values are now more forgiving thanks to an update to Agiloft's internal natural language processing system. When searching for text values in Linked, Choice, and Multi-Choice fields, inexact matches can still return search results, so you can easily find what you're looking for.

Use Ask AI prompts to analyze documents more efficiently

Get started with Ask AI more quickly using suggested questions that now appear in the pane if you haven't entered any text yet. Simply click one of the suggestions to submit it and receive an answer.

For more information about Ask AI and the document viewer, see Ask AI.

Save your place when a record refreshes

Don't lose your place in a record when it refreshes; now, when you save from a modal action, click an action button, use Save & Continue, or otherwise cause a record to refresh, the page automatically loads in the same position so you don't need to scroll to find your place again.

Easily adjust layout to place labels above input areas

Easily update any table layout to place all field labels above their input boxes. Arranging labels this way is more user-friendly, easier to scan, and creates more consistent spacing across your record forms. 

 
To apply this to a table layout: 

1. Go to Setup [Table] > Layout and click Set Alignment. 
2. Under Align field labels, select "Place all field labels above input areas."

Automatically recognize updated versions of existing files

Often a document is generated in Agiloft, sent out to a third party, and received back with changes. When that file is uploaded to Agiloft, by default, it is treated as a new attachment, until you manually connect it to its related records.

Now, you can set up your KB to automatically recognize these files as updates to an existing file. For example, if you send a document out to a counterparty, and they reply with edits, the revised document can be automatically listed as the new current version of the contract document, superseding the version that you sent out.

For more information on usage and setup, see Identify Document Actions.

Assign up to ten DocuSign recipients

DocuSign envelopes now support up to ten recipients in Agiloft. To apply this update to your KB, go to Setup > Integration and click Upgrade next to DocuSign Extension. This adds more roles to your DocuSign Signing Roles table, and updates the envelope form to allow up to ten in the Number of Recipients drop-down menu.

New license terminology

To support the new Agiloft edition with AI on the inside™, and related upcoming changes to licensing, you might notice new terminology in a few areas of the system, including Groups and Manage Licenses. Until you transition to the new licensing, your system behavior will not change, and you do not need to take action. For more information about upcoming licensing changes, reach out to your Agiloft representative.

Update to Agiloft Contract Concept Mapping

To continue to support new features, the Agiloft Contract Concept Mapping includes an additional field called Candidate Clauses Output. The field selected here is used to hold clause data in JSON form while it's converted to a more user-friendly format.

Bug Fixes

Additional enhancements have been made to improve the security of your system.

Fixed an issue with Screens where users could generate risk reports even when there were no failed standards in the results. Since risk reports are based on failed standards, this causes bad data in the risk report. Now, risk report generation is disabled when there are no failed standards detected.

Fixed an issue with Screens where users had access to the risk report while the document was still being screened, which could lead to an incomplete risk report. Now, access to the risk report is disabled until screening is complete.

Fixed an issue that incremented a contract's extracted start and end dates by one day if Analyze Contract was run a second time and the dates had not yet been added in the first round of processing. Now, dates are extracted correctly regardless of when they are added to the contract.

Fixed an issue where formulas comparing Choice field values compared the value text instead of the line number. Now, these comparisons use the line number of each value to evaluate the formula, to be consistent with other areas of the system like saved searches.

Fixed an issue in the Prompt Lab where the Output Field drop-down menu did not show the fields in alphabetical order.

Fixed an issue where clearing the only selected option on a required Multi-Choice field sometimes automatically scrolled to the top of the page instead of staying in the same vertical position.

Fixed an issue that sometimes caused inconsistent handling of attachments, and could cause attachments to be blank or to be unexpectedly removed when checked out for editing. These issues have been fixed.

Fixed an issue that prevented concurrent editing on files whose file names contained the pound (#) symbol.

Fixed an issue that could prevent exporting Activity Log records filtered by a saved search.

Fixed an issue where Adobe Sign envelopes did not respect the selected Sort Order for attachments.

Fixed an issue where record forms containing a Relationship Diagram field sometimes appeared to be read-only and could not be edited.

Fixed an issue that caused an error when verifying credentials for an external sync with Salesforce using OAuth 2.0. Now, the error no longer occurs.

Fixed an issue where using the HTML editor for text fields did not properly save text that included bullet points.

Fixed an issue that prevented the "&gui=" parameter from correctly forcing the selected interface when using hyperlinks.

June 2025 Screens Release

Correct multiple failed standards with one redline

If a portion of contract text causes multiple Screens standards to fail, you can correct these Multi-fails with a single redlining suggestion, as opposed to clicking through each standard and updating it individually. While this functionality was available previously, it's become more evident and user friendly with the addition of the "Investigate linked fails" button, which brings you directly to a list of all the failed standards and suggests redlining that addresses each one of the issues.

Additional improvements

This Screens release also includes several usability improvements:

• Clicking a result card now opens a modal window to show the content completely, rather than expanding the card and requiring you to scroll.
• Easily copy Screens guidance or preferred language content using a copy icon similar to the icon already present for copying risk summaries and Microsoft Word chat text.
• Previously, important contextual information such as AI Reasoning and User Guidance were accessible by clicking a Learn More option on the Screens user interface. Now, these fields are displayed directly on the element result, and do not require any clicks to become visible.

Bug Fixes

Previously, on smaller screens, the height of the Screens header in Microsoft Word could limit the amount of visible elements. Now, the header has been optimized to take up less vertical space, showing a longer list of elements by default.

June 2025 Agiloft Maintenance Release

Additional enhancements have been made to improve the security of your system.

Fixed an issue where checking the dependencies for an Update Fields action did not return an Identify Document action that used the Update Fields action.

Fixed an issue that caused the logical table name instead of the table's label to appear in Table dashboard widgets.

Fixed several minor visual issues with the Notification Center.

Fixed an issue that did not show notifications for comment replies unless the reply included an @-mention. Now, all replies to your comments are always shown in your notification center.

Fixed an issue that sometimes prevented Currency fields from displaying the linked currency symbol.

Fixed an issue where the Setup > License > View Usage > Logout All Users option did not end the sessions of end users.

Fixed an issue that sometimes prevented subsections of the record from appearing when opening the record through the table popover view.

Fixed an issue where action buttons that contained Validation actions did not run those validations when run from the table's action bar. Now, this workflow runs the configured Validation actions.

Fixed an issue with Modal actions where linked fields with multiple values selected did not consistently retain existing values, or set new ones. This behavior has been corrected and made consistent.

Fixed an issue in document templates that prevented properly evaluating the $field_from_other_table formula when it contained chained variables. For example, $field_from_other_table(Clause, 12345,clause_ms_word_file) worked correctly, but $field_from_other_table(Clause, $country.Sec_I_clause_id,clause_ms_word_file) did not. Now, these chained variables are evaluated correctly.