What's New
Agiloft provides quarterly releases with new functionality, plus monthly maintenance releases. This page includes the full list of changes for each version, as there is no longer a separate release notes page beginning with Release 26.
This page covers updates for Release 27.
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.
| Previous Release | This Release |
|---|---|
| Release 26 | Release 27 |
New Features and Enhancements
Keep communication in one place with record comments
Have discussions about your Agiloft records right inside the system with the new option to leave comments. For example, when working with a contract, you can easily ask a colleague for more information, or to correct a mistake, by opening the Comments pane and tagging them by name. Tagged users receive an email alert directing them to Agiloft to view the record and the relevant comment.
In the comment pane, you can reply in a thread to a single comment, and thread replies also send an automatic notification to the other users in that thread, so you don't need to tag the same people repeatedly.
Commenting is controlled by group permissions at the table level, and only users with that permission see the Comments button to open the pane.
To enable commenting in your system, go to Setup > Access > Manage Groups, edit a permission group, edit the group's permissions for the appropriate table, and select Make Comments at the bottom of the Record Permissions tab. After you grant a group permission to use commenting, you can share Commenting on Records with those users so they understand how to use it.
Feature a Summary field when viewing your contracts
Feature a convenient summary whenever you view a contract document that has a written description. If enabled, a field of your choosing appears directly in the document viewer, right above any listed annotations, to give the viewer a brief overview of the document's contents.
To enable this feature, create or edit an Attached File field and simply select a value for the Summary field option. If you don't want a summary displayed, leave the drop-down list blank.
Anonymize Clause Library clauses with AI for general use
Anonymize specific or personal data in extracted contract clauses for general usage in your Clause Library with the new Anonymize Clause template for the GenAI Prompt Lab.
For example, if you have a contract clause that refers to a specific Company Name or Dollar Amount, you can use this new feature to replace the actual Company Name and Dollar Amount with placeholder values so that you can add the clause to your library without sensitive details. When you insert the clause from the Clause Library in the future, you can then manually replace these placeholders to reflect the proper values for the new contract.
To use this feature, open a Contract Clause record in Agiloft and click the Save to Clause Library button. An anonymized version of the clause is available at the top of the new window that appears, along with options for Boilerplate distinction and Clause Type, and a Guidance field.
For information about how to set this feature up in your KB, see Generative AI.
Flag contract clauses with potential red flags using AI
Make contract review quicker and easier with the new Assess Contract Against List of Red Flags template for the GenAI Prompt Lab.
This feature automatically assigns a risk level to contract clauses that are extracted by AI from a contract document, with the model outputting a risk level of Low, Medium, or High for each clause, as well as a justification for that risk. The risk analysis is determined by a list of definitions for each Clause Type, which are compared against the contract by a Generative AI action. You can then use the information from that output, such as the risk level, to create review workflows.
For more information on setting up this feature, visit Generative AI.
New and Improved Integrations
Collaborate on files easily and quickly with the new SharePoint integration
Integrate Agiloft directly with your organization's SharePoint account so users can easily collaborate on Microsoft documents. With this integration, when you click Checkout to Edit on a SharePoint file, it opens in Microsoft Word without locking the file, allowing concurrent editing and commenting, detailed version history, and all the features of Microsoft 365.
For more information about this integration, as well as how to set it up, visit SharePoint Integration.
Support file creation from service accounts in Google Drive
The Google Drive Integration now creates files using a service account and grants users permissions when they initiate file editing from Agiloft. This simplifies permission management and ensures users do not have access to view files in Google Drive they cannot view through Agiloft. You can add your service account information at Setup > Integrations > Google Service Account Integration.
For more information, see Agiloft Google Drive.
Use Microsoft Entra ID with single sign-on
Starting with this release, you can now use Microsoft Entra ID with OAuth 2.0 to power single sign-on in your KB. For more information, see Microsoft Entra ID OAuth 2.0 SSO.
New API endpoint EWResolveFormat
A new Agiloft API endpoint called EWResolveFormat is now available. This API can be used to evaluate formulas and return field formatting information for data stored in fields of one of Agiloft's many available integrations, such as Workato. To access documentation for this endpoint, navigate to Setup > System > View API Documentation.
Usability and Configuration Enhancements
View records from the insight popover
Insight popovers now include a View Record link so you can easily jump directly into one of the records in the list.
New Core Theme available right in your KB
The new Core Theme introduced in release 26 is now available in all KBs upon upgrade to release 27. Simply go to Setup > Look and Feel, choose power user or end user schemes, and apply the listed Core Theme to the teams of your choosing.
Merge PDFs without changing page orientation
Preserve the original orientation and page size of your PDFs when merging them together with a new option in the Merge Document action.
New Merge Document actions have this option set to Yes by default. To update your existing actions to use this new setting, go to Setup [Table] > Actions and edit the existing Merge Document action. On the Options tab, under Output Format, select Yes under "Maintain original size and orientation of source documents". If you choose No for this option, you can now choose to maintain the page orientation even after applying a uniform size.
Note that this option is only available for PDFs. As part of this change, the drop-down list of page sizes has also been updated to be organized into ISO, USA, and Other categories, to make it easier to find the size you want to use.
Check dependencies for fields and actions
Easily check the dependencies of fields and actions from the table wizard with the addition of Check Dependencies buttons on both tabs. This is helpful when removing or editing core elements of your system, so you know what might be impacted and what additional areas to test.
To check the dependencies for a field, go to Setup [Table] > Fields, select one field from the list, and click Check Dependencies. To check the dependencies for an action, go to Setup [Table] > Actions, select one action from the list, and click Check Dependencies.
Sync changes across environments with simple auto-created entity sets
With this new feature, you can easily transfer your work from a development KB to production by simply taking note of when you began the project. When you choose to auto-create an entity set, all you need to do is enter the time and date when your work began and, if desired, customize the types of entities that should be included explicitly. The system automatically adds all the entities that have been modified or created since then, and any necessary dependencies. This feature does not track changes to global variables, so if you need to include global variables in the entity set, make sure to take note of them as you work.
When they've been added, you can review the list the same way you would if you added everything manually. Make any changes to the list and then proceed with the sync as usual.
Note that this field uses the KB time zone (Setup > System > Set KnowledgeBase Time), not the user's, so if you're working in a different time zone, you need to adjust the time and date accordingly.
When you use the option to auto-create a set, the system shows the time stamp for the first tracked change made after that upgrade, as that is the earliest point you can select that will find a modification to include.
This feature is available only for changes that are made to your system after you upgrade to release 27.
New Modify Document action
Agiloft is introducing a new action type called the Modify Document action. This action is used in conjunction with the SharePoint integration that is also new in this release, to enable the Agiloft Contract Assistant for Word with SharePoint files. For more information, see Modify Document Actions.
Additional administrator enhancements
Enjoy these additional minor enhancements for administrators:
- When editing group permissions for fields in a table (Setup > Access > Manage Groups > Tables > Field Permissions tab), a new All column on the left makes it easy to grant all permissions for the field in that row. For example, simply select the All checkbox for the Assigned To field in order to grant that group all the available permissions for that field: create, view own and others', and edit own and others'.
- The new extract() formula function makes it easy to analyze the text in a field and pull out a segment of that text using regular expressions (regex). For example, use this formula to easily extract the first three letters of a company name.
- When setting up a table, the controls on the Fields tab now remain at the top of the screen when you scroll down.
Bug Fixes
Fixed an issue where running OCR on documents with Korean characters resulted in garbled output text. Now, OCR is better able to handle these characters, and Korean is listed as an option for OCR actions.
Fixed an issue where printing or exporting a tree view did not retain the tree hierarchy. Now, the hierarchy is visible in the printed and exported formats.
Fixed an issue that caused misalignment in the buttons and visual elements of the chat window.
Fixed an issue that allowed power users to disable rules when importing data or creating import actions. Now, this option is available only for administrators, as expected.
Fixed an issue where the Agiloft Contract Assistant for Word sometimes failed to recognize and display missing clause types.
Fixed an issue where viewing a PDF in the document viewer was listed in the Activity Log as a Download File action. Now, it is logged as a View File action, as expected.
Fixed an issue where running Analyze Contract on a document that had already been analyzed, but had undergone no additional changes since the previous analysis, would call the machine learning model and increase the user's AI Project document count by one, despite not providing a valuable output. Now, contracts are not counted twice under this circumstance.
Fixed minor visual issues with the Ask AI chat pane, including not closing the pane after analyzing a contract and not keeping the pane open or closed across document sessions to reflect user preference.
Fixed an issue where after creating an Attachment in a Legacy Import AI Project record, the Attachment sometimes failed to link to the designated Contract record after being published. Now, Attachments are properly linked to the Contract record, as expected.
Fixed an issue with tree view where selecting all found records did not select child records of trees that weren't expanded. Now, selecting all found records includes the child records that aren't expanded.
Fixed an issue where deselecting either Clauses or Key Terms from the Summary section of the Word app sometimes removed the reference, making it impossible to reselect.
Fixed an issue where the dashboard drop-down menu opened on hover instead of on click. Now, this menu uses a click to be consistent with other menus in the system.
Fixed an issue that caused DocuSign updates to show the user's original login name, even if the login name had been changed.
Fixed an issue where negative currency values sometimes displayed the currency symbol before the negative value when in view-only mode.
Fixed an issue with View popovers that prevented action buttons from working inside the popover.
Fixed an issue that sometimes allowed creating a record from a modal action when a required field was not complete.
Fixed an issue where if the user missed a required multi-choice field, it did not scroll up to the field's location after showing a warning message. Now, it automatically navigates back to the missed field.
Fixed an issue that prevented adding documents to an AI Project record using the Another AI Project option. Now, this works as expected.
Fixed an issue where the Generate Tags button in the Word App did not always appear if there were already clauses or key terms tagged in the document.
Fixed an issue where selecting a tag in the document viewer sometimes failed to highlight and scroll to the tag.
Fixed an issue where the text of a tag stayed highlighted even after the tag card was collapsed on the side pane.
Fixed an issue where text tagged as a clause in the template editor of the Word app was not consistently tagged as a clause for the purposes of the template. Now, all clauses are registered as expected when tagged in the template editor.
Fixed an issue where adding documents to an AI Project record with Import/Append displayed raw record data in the Select Documents field instead of simply showing the file names involved with the record.
Fixed an issue when editing a navigation menu that sometimes prevented newly added items from being saved. Now, items are saved as expected.
Fixed an issue where Date/Time fields configured with a drop-down display did not apply in Quick Search when the user clicked Done. Now, clicking Done applies the filter as expected.
Fixed an issue that sometimes prevented dragging and dropping columns in the table view if tree view was enabled.
Fixed an issue where reports containing HTML did not respect the "Convert HTML" option when included in combined reports.