Minor Agiloft software releases happen continuously throughout the year, while major releases happen about twice per year. This page highlights some of the most important and exciting recent enhancements to the software, but for the full list of changes for each version, make sure to review the full list of Release Notes.

This page covers updates for Release 24.1.

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. The most recent release notes can be found here: Release Notes.

Easily view .docx and PDF files directly in Agiloft

Previously, to view files stored in records, you needed to download the file and then open it in a supported application outside of Agiloft, such as Microsoft Word. Now, with the new document viewer feature, you can view .docx and PDF files directly in Agiloft.

PDFs open with a single click, while .docx files still offer a choice between viewing and editing. Clicking View File now opens the file directly in the document viewer, while clicking Edit and Checkout still requires a full word processing tool.

The document viewer is easy to use, and viewing files directly in Agiloft helps you enjoy a more streamlined workflow without needing to bounce between multiple programs to accomplish simple tasks. It also provides a more secure viewing experience, a helpful text search, and a convenient way to download the document. To move the viewer to a new tab, simply click the pop-out icon. If you prefer to always open it in a new tab, go to User Menu > Preferences > General Preferences and select the option to open the doc viewer in a new browser tab. 

As part of this change, the Open PDF in Browser global variable is no longer needed, and has been deprecated.

Updated UI now extended to embedded tables and EUI tables

All tables found in the EUI, as well as all embedded tables, now enjoy the same improvements that were introduced with the new UI:

• Use the new mini Quick Search, which makes records in embedded tables easier to find.
  
• Easily add, edit, or remove filters using the new simple search filter capabilities.
• Drag and drop columns to rearrange their order, as well as adjust width.
• These tables are now responsive to your browser size.

This change is automatic upon upgrade, and doesn't require any action from you. However, you might want to make some adjustments to the EUI to remove the old search bar. You can do so in about 15 minutes, but we recommend doing so outside of business hours.

To remove the old search bar:

1. Log in to your KB as an admin or business admin. Make sure you're in the Power User Interface.
2. Go to the EUI Templates table.
3. Click the selection box in the top left corner and select all records.
4. In the Action Bar, use Export to export the records in XML format. For detailed steps, see Exporting Record Data. This is your backup in case you need to revert your changes.
5. Repeat step 3 to select all the records again.
6. In the Action Bar, click Mass Edit or Edit. 
   1. On the Select Fields tab, select the Body field.
   2. On the Update tab, select the "A formula" radio button.
   3. In the input box, enter this string: replace(replace(replace(replace($body, "showfastsearch=false","showfastsearch=true"), "showLabel=false","showLabel=true"),"<h2>\\$ewText.*<\\/h2>",""),"#ew_include.*-search\\.htm\"\\)","") 
   4. Click Next to proceed to the Confirm tab.
   5. Clear all the selection boxes.
   6. Click Finish and wait for the records to be updated.
7. Log in to the EUI and open the available tables. Make sure you see only the new search bar, and that everything else works as expected.

If you do need to revert your changes:

If step 7 reveals problems with your EUI, you can revert your changes by following the steps below:

1. Log in to your KB as an admin or business admin. Make sure you're in the Power User Interface.
2. Go to the EUI Templates table.
3. Click the selection box in the top left corner and select all records.
4. Delete the records. Note that you might need to edit the Action Bar and add a Delete button in order to do this.
5. In the Action Bar, use Import to import the XML files you downloaded. For detailed steps, see Importing Record Data.
6. When the import is complete, your EUI will be reverted to the previous state. To troubleshoot the issue that caused you to revert, reach out to Support for assistance.

Introducing ConvoAI, with Genius™ powered by Cognizer

ConvoAI is a document search feature for Agiloft that is enriched by the AI of Genius™ powered by Cognizer.

You can use ConvoAI to quickly find valuable information in your KB's database of contract documents. To use ConvoAI, simply enter a question into the global search bar of a KB or a chat in Microsoft Teams, and ConvoAI will answer.

ConvoAI can handle all kinds of inquiries, ranging from a simple and direct "Show all contracts" to questions that dig into the details of a contract, like "What is the notice period to terminate for convenience in the agreement with Cerulean Energy Inc.?"

In response, ConvoAI lists how many records fit your criteria, either in the table view of your KB or as a chat in Teams. In Teams, only the first three records are shown, but you can click to open the full list in your KB. Each record is also assigned a confidence score - high, medium, or low - that indicates how sure Genius™ is that the record is relevant. You can even ask up to ten follow-up questions!

Exported files now organized into folders

Exporting records that have attached files can involve a lot of documents to sift through. To make this process easier, these documents can now be automatically organized in folders according to record ID. You can optionally organize them further by selecting a Choice field or linked Choice field to group related records together.

For example, you might select the Record Type to group the records together with similar types of contracts, or you might select Status to group the records according to where they are in the contract lifecycle.

To organize your records into folders, select the records and click Export. On the Options tab, after you set "Include attached files" to Yes, set "Export files to folders" to Yes. If you want to organize the record folders, use "Store files in folders named after a list field value" to select a Choice field. This categorizes the record folders according to the value selected in that Choice field.

For more information about exports, see Exporting Record Data.