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-23||View Recording (TBA)|
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.
Agiloft for Microsoft Teams
Agiloft for Microsoft Teams offers a fully connected experience between Teams and Agiloft. Use the Agiloft app directly in Teams to approve contracts, share documents for review, and distribute other notifications or reminders. Users receive these communications from an Agiloft bot in Teams.
Each notification is configured on the Agiloft side, by creating a Notification action in the KB. You can create as many Notification actions as you want, and attach them to rules so that they are sent automatically when users need to take action on things. You can also control where the bot is active, as it needs to be installed individually in each Teams channel you want to send notifications to.
For detailed setup instructions, see Setting Up the Agiloft app for Microsoft Teams.
Agiloft Contract Assistant for Microsoft Word
Improvements to the Agiloft Contract Assistant for Word give you even more tools when you work with documents in Word.
You won't see these changes in the Agiloft app for Word until both your Agiloft KB and the Word app have been upgraded to release 23. You must upgrade your Agiloft KB first, and then follow these steps to upgrade the app:
- Confirm that your server code has been updated to Release 23.
- Go to Setup > Integrations, locate the Word Add-in section, and click the Upgrade button.
- In Word, reinstall the app by removing the old version and adding the new one.
For more detail, see Upgrading the Agiloft Contract Assistant for Word.
New template designer
Create and edit document templates (formerly called print templates) with the simple, intuitive new template designer now available in the Agiloft Contract Assistant for Word. Now, you can open a source document or an existing template and use the Agiloft app to add variables, conditions, clauses, and signatures, without having to manually enter syntax. Once you've added an element, it's shown with its natural language label instead of the logical field name, so $company_name is instead helpfully tagged Company Name. This makes the process easier and more readable, especially for less technical users.
You can use the new template designer in two key workflows:
- Creating new document templates based on a template draft or an exemplary third-party document. Simply open the file, open the Agiloft Contract Assistant in Word, and tag elements that need to be generalized in the template. For example, you might open an actual contract, then replace the company's name and address with the Company Name and Address fields.
- Editing existing document templates without manually entering field codes and conditions. Open the document template for editing, open Agiloft in Word, and then easily add or modify the tags, conditions, clauses, and signatures.
Toggle between showing the user-friendly labels or the coded syntax. Advanced users can stay in Showing Syntax mode the whole time, if they are more comfortable working directly with the syntax. Complex syntax expressions can be added manually even when showing the labels, since only basic functions are currently supported by the template designer.
Note that the template designer currently does not support inserting clauses that are formatted as Microsoft Word files. This tool looks only at the Clause Text field in your clause library records and uses the style of the paragraph in the main template where the clause is inserted.
Streamlined contract workflows
The Agiloft Contract Assistant for Word features a fully redesigned UI that guides users organically to the features they want to use. When you open the app with a document, it detects whether the file is already associated with a record in Agiloft, and from there, it offers you several paths you might want to follow.
- Create new contract. This helps you create a new Contract record, tag key terms and clauses, and upload all the information to your Agiloft system. This path supports both AI and non-AI workflows.
- Create new template. This new feature helps you build document templates, formerly called print templates, using building blocks from the document, your system libraries, or both. This feature is covered in greater detail in the section above.
- Build clause library. This makes it easy to import clauses to your system for use in the future. Clause libraries are useful in both of the other paths in the ACA, since you can use them to edit or analyze contracts, assess differences between contracts and standard clauses, and build standard document templates that use standardized language. This feature is covered in greater detail farther below.
Create New Contracts
In creating a new contract, you can now add essential information about the contract directly in the app. When you add the title, type, description, and more, these details are automatically included in the new Contract record created in Agiloft. The document template designer offers similar fields for new templates, which are covered in detail in a separate release note.
After you save the information, it appears on an Overview tab that also shows the current total number of key terms and clauses tagged in the document. You can even use Edit to make changes to these fields if you need to. From here, you can use AI to generate tags automatically, or you can start manually selecting key terms and clauses and tagging them with the app.
You can switch to the Tags tab to see only the tagged content. The pane also offers an Insert Clause button that makes it easy to insert content in the document from your clause library.
For additional information on using the new design, visit Using the Agiloft Contract Assistant for Word.
Improved clause comparisons
Use the Agiloft Contract Assistant for Microsoft Word to easily compare contract clauses against similar clauses from active contracts, and even view extracted clauses and similar Clause Library entries side-by-side.
When you click Compare from a clause, you are directed to a list of similar clauses from the Clause Library and active contracts, with the closest match shown at the top. If you see a better version that you want to use to replace the text in the contract, you can click "Use library clause" or "Use contract clause" to substitute it, depending on whether the clause is sourced from the Clause Library or another active contract.
If you aren't sure you want to change the contract text, or you can't tell at a glance what makes them different, you can compare the clauses using a side-by-side comparison view. Simply click the expand icon on the top right-hand side of the similar clause you want to compare.
This opens a new window where you can view either a side-by-side view of the two clauses, or a comparison that provides markup for the differences. With side-by-side view, you can choose whether to highlight differences, similarities, or nothing at all. You can then choose to keep the original clause or replace it using the buttons at the bottom of the pane.
For more information about this feature, visit the Tagging Clauses and Key Terms section of Using the Agiloft Contract Assistant for Word.
Improved clause library builder
The Build Clause Library function of the Agiloft Contract Assistant for Microsoft Word has been updated to include several new features that make determining your preferences for clause usage much easier. When you tag a clause to then add to the Clause Library, you can now:
- Designate preferred clauses as Standard, and then other clauses of that Clause Type as Fallback
- Mark clauses as Boilerplate clauses if they are expected to be included in all or nearly all of your contracts
- Provide a description or some context for when this clause should be used with the new Guidance field
Easier individual installation
Installing an individual instance of the Agiloft Contract Assistant for Outlook has become easier. Instead of distributing unique, KB-specific manifest files, share these steps with your users so they can install using a universal URL:
- Copy this URL: https://outlookaddin.agiloft.com/manifest.xml
- Open Microsoft Outlook.
- For Desktop, open the Home ribbon and click Get Add-ins.
- For Web, click the three dots found on the far-right of an email message and click Get Add-Ins.
- Click My add-ins.
- Scroll down and click Add a custom add-in.
- Click Add from link.
- Paste the URL from step 1 into the URL field.
- Restart Outlook. Make sure the Agiloft icon appears.
- For Desktop, it appears on the Home ribbon.
- For Web, it appears as an option under the three dots to the far-right of an email message.
You can also share these steps using Installing the Agiloft Contract Assistant for Outlook. This article covers both individual and mass installation steps in detail.
Connect your contract data from Agiloft with other systems with ease. This release features new and improved ways to connect your systems and keep your contract data within easy reach.
Quick and easy Salesforce app
A new Agiloft app is available on the Salesforce AppExchange that makes it much quicker and easier to integrate an Agiloft KB with Salesforce for the first time. The package is managed by Agiloft, and is designed to streamline the most common and essential integration point: syncing contract information between platforms. Once the connection is established, admins can alter the configuration to sync additional tables and fields, and access the advanced settings that are already available in Agiloft.
The managed package is a purchased add-on for Professional Extended, Enterprise and Enterprise Extended editions. It offers limited utility for those who have already connected their KB with Salesforce, and is mainly intended for new integrations. It also can't be used with the new multi-to-multi table mapping feature, so if you need to map tables this way, you should configure your Salesforce integration manually without the managed package.
For more information about the managed package, see Salesforce Integration.
New Microsoft Dynamics connector
Integration with Microsoft Dynamics now has native support with its own external system sync. This makes configuration, maintenance, and mapping much easier, and no longer relies on customized script actions and hidden system tables.
If you've already configured integration with Microsoft Dynamics using the prior method, your integration will continue to work as-is.
For detailed instructions on configuring this integration, see Microsoft Dynamics Integration.
New and improved Tableau connector
Prior integration with Tableau has been replaced with a more robust and simpler connector. This connector has several advantages over the previous version:
- Much simpler to set up, with all fields and tables automatically brought into Tableau in one click
- Links and related records are easier to report on, since all data is brought in at once
- Activity log data can be included
The main disadvantage of the previous connector is its use of a saved search to select the data being brought into Tableau. However, the new connector utilizes REST APIs, so it requires an Enterprise license to be able to use it. Likewise if you're already using the previous connector and it suits your needs, there is no need to change to the new connector. The previous connector will continue to work as before.
For more information, see Tableau Integration.
Pendo product analytics in Agiloft
Agiloft has integrated with Pendo, a product analytics tool. With Pendo, Agiloft will be able to deploy in-app guides to help users discover new features and get the most out of the product. One example is the in-app guide to get users started with the new Split Views feature.
Agiloft will also be able to gather insights via polls and user interaction with the system to help us continually improve our product for your benefit.
In every release, we work to improve usability and make the system better and easier to use. This release includes several big usability enhancements, including a big change to the layout editor that admins are sure to appreciate.
Redesigned layout editor for record forms
Enjoy a prettier, more intuitive, and more accessible layout editor the next time you make a change to your system's record forms. The editor refresh includes several significant usability improvements, including:
- Better organization of the workspace, with the available fields listed in a sidebar, controls that are color-coded and concentrated in a top toolbar, and the bulk of the screen showing the draft layout
- The draft layout more closely matches how the form will look, so you can build and preview simultaneously
- Fields and controls are no longer clustered at the top of the editor; instead, the field sidebar and the toolbar are located directly in the drafting area, and remain accessible when scrolling
- Available fields are listed in a sidebar, which supports searching and filtering to easily find the fields you want to add
- Toolbar controls include new Undo and Redo options, and the existing controls offer helpful, color-coded user feedback
- Use intuitive drag-and-drop to place fields on the layout, reorganize them, or drag them back to the field list to remove them from the form, or even drag fields onto empty space to automatically create a new row or column
- Drag entire tabs to change the tab order that appears
- Easily switch between Power User, End User, and Summary layouts using a drop-down at the top of the fields list
To try them out yourself, go to Setup [Table] for any table in your system, then go to the Layout tab. You can make any changes you like, and can simply click Cancel when you finish to revert to the existing layout.
For a full discussion of all layout options, see Layouts.
View and edit records right from table view
Easily work on lots of records in sequence with the new split view option, which displays the active record in a pane right beside the table view. This new feature makes it simple to review details for lots of records, and even make multiple changes to records without needing to jump between the record and the table view. When you select a view that is configured as a split view, the record list shows on the left side of the window, and the preview pane occupies the right side. Click a record's row to open it in the preview pane. You can also click Edit on the record preview to make the fields editable.
This option offers more flexibility for advanced workflows. Split view shows more information without leaving the table view, and it supports more complex editing than Quick Edit does in the table view, since the whole record form is accessible. This is especially helpful when you need to reference information from other records in the table view, such as other contracts that fit the same search parameters.
Split view uses a more compact version of the Quick Search pane, which has all the essential features of the regular search, but is optimized to take up less space and maximize the user's workspace.
All users are automatically granted a second personal view that is configured as a split view, named Personal Split View. This is a copy of the user's current personal view, with the Split View option enabled. The existing personal view is renamed to Personal Grid View but otherwise remains the same, so users can easily use either view.
Review your users' workflows and identify cases where the existing view should be modified to use the split view option. When creating or editing a view:
- Go to the General tab.
- Select Grid View or Split View.
- Click Finish.
Split View Tips
Share these tips with all users so they can make the most out of their new Personal Split View.
- Click the arrow between the table view and the preview pane to expand the preview pane. This shows the record form in the full window. Click the arrow again to shrink the preview pane back to the right side of the screen and show the table view again.
- When editing in the preview pane, you still need to click Save to commit any changes.
Pin saved searches for easy access
Improve your core daily workflows by pinning your preferred saved search for a given table. When you pin a saved search, that search is run automatically when you visit that table for the first time in a session.
To pin a saved search, run the search in the table and then click the pin icon next to the saved search name. The pinned search has (Pinned) appended to its name in the drop-down, and the pinned saved search is also shown at the top of the saved searches list when you expand a table from the navigation menu.
For more information about saved searches, see Using Saved Searches to Work Efficiently.
For a complete list of changes, see the version Release Notes.
Sync types now separated in Setup menu
Because they are used for very different purposes, external sync and entity set sync are now separated in the Setup > Sync menu. Simply click Configure for the type of sync you want to manage. As before, external sync is used to keep your KB in step with an external system, such as Salesforce. Entity set sync is used to transfer content, data, and whole table structures from one KB to another.
After you click Configure, the action bar has also been adjusted to show the options that apply to the type of sync you've chosen, so that options like Verify KB and Compare appear only for entity set sync configuration.
Internet Explorer 11 no longer supported
As previously communicated, from this release forward, Agiloft no longer supports Internet Explorer 11 due to the end of Microsoft support and security patches.
- Agiloft for Microsoft Teams
- Agiloft Contract Assistant for Microsoft Word
- Additional Integrations
- Usability Improvements
- Even More