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 26.

The latest release is documented in the What's New: Release 26. 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.

Updates to Single Sign-On (SSO) Encryption

If you use Agiloft SAML SSO with SHA-1 encryption, you must make the following changes for SSO to continue working after upgrade:

• Modify your Identity Provider (IdP) configuration so encryption is set to SHA-256. Refer to your IdP encryption setup for specific steps.
• In your Agiloft KnowledgeBase (KB), modify the Global Variable saml_req_enc_digest_algo [LF4] to SHA-256. Go to Settings > System > Manage Global Variables and edit SAML Request secure Hash Algorithm (Global Variable: saml_req_enc_digest_algo). Update the Global Variable Value to SHA256.

If your organization does not use an additional layer of encryption of SAML Response (on top of that provided by HTTPS/SSL v2), the above changes are not necessary. Similarly, if your organization uses an encryption method other than SHA-1, like AES256* or AES128*, no change is needed.

New Features and Enhancements

Look and feel refresh with new Core Theme

The new Core Theme offers a fresh take on the default look and feel scheme, with better visual contrast, enhanced readability, and modern details like rounded corners and font adjustments. New Agiloft KBs are equipped with this scheme automatically. For existing KBs, check in on the Agiloft Community for information on how to import this scheme to your KB.

After importing the new Core Theme to an existing KB, we recommend assigning yourself to a new group and applying the theme only to that group, so you can test how it looks and make adjustments as needed.

Elevate workflows with powerful generative AI

Take advantage of new features using generative AI.

Introducing ConvoAI Document Q&A

Get information about your contracts and reduce the burden on your legal team with the new ConvoAI feature, Document Q&A. This feature aims to save you time by making it quicker and easier to parse complicated contracts.

Document Q&A allows you to ask questions about your contract directly from Agiloft in the document viewer and receive answers with information about the contract, even quoting exact text from the contract body where applicable.

For example, for an Equipment Purchase Agreement, you could ask a question such as "My equipment broke, what are my options?" to find information about the warranty period of the equipment.
 


You could then ask follow-up questions like "Does this still apply for me?" to see if you're within the warranty period. To see an explanation for an answer, click the three-dot menu on the response message and select Explain reasoning.

To use Document Q&A, open a contract in document viewer and click Ask AI at the top right of the document viewer. You can ask your questions in the pane, and ConvoAI will respond in a conversational manner with the requested information.

For more information, see ConvoAI Document Q&A.

Leverage generative AI in records with new action type

Generative AI actions are a new action type that allow you to configure generative capabilities that can be triggered by a rule or action button. These generative capabilities are referred to as templates.

To make a new Generative AI action:

1. Navigate to Setup [Table] and click Actions.
2. Click Generative AI Action.
3. Give the action a name and an optional description.
4. Select the template you want the action to generate.
5. Click Finish.

You can use pre-built templates provided by Agiloft or create your own. For example, you might create a template to generate a text description for a given contract document. To make your own templates:

1. Click New from the Templates tab of a Generative AI action.
2. Enter the name and description of the template.
3. Choose the Model Account you'd like to use.
4. Choose the AI Model Provider you'd like to use for generation.
5. Click Next.
6. In Prompt Input, write the natural language you'd like the model to use as a prompt for generating information about a given document.
   
7. Under Test Output, click the lookup icon to choose a record you want to test the prompt on.
8. Click Generate. Under Output, you can see how well your prompt worked with the record you chose. If desired, tweak your prompt and test it again until you're happy with the outcome.
9. You can optionally add parameters and postprocessing settings by expanding the Parameters and Settings heading. 
10. Choose an Output Field. This determines which field in your KB will hold the text generated from the template.
11. Click Finish.

For more information, see Generative AI Action.

Continued improvements to existing AI features

In addition to generative AI tools, the current AI toolset continues to improve.

Quickly assess model performance with a downloadable .xlsx file

The new Review Annotations button, available from the AI Projects or Label Models tables, allows you to quickly check your model's performance in a given dataset, showing you real examples of what the model is recognizing and helping you identify areas that might require additional model training.

To generate an .xlsx file of a given AI Project's annotations, click the Review Attachments button.

The file contains the following columns:

• Document ID

• Document title

• Document status

• AI Project ID

• AI Project name

• Annotation

• Annotation label

Filter highlighted AI annotations and suggestions in the document viewer

Easily search through annotations and AI suggestions in the document viewer with a new filter system. By filtering your data, you can list and highlight specific labels throughout the entire document with ease.

To see the highlighted data in the contract body, you must select Show Highlights from the three-dot menu.

Publish to contract tables of your choice

If your system uses multiple contract tables, you can now choose which table will receive the published data from your AI model.

Now, when a Publish action is run from the foreground, you can select the contract table to publish to using the Contract drop-down list that appears in the Publish window. The values in this drop-down list are determined by the tables under the Table Configurations section in Setup > Integrations > Agiloft Contract Concept Mapping. For more information, see Publish Actions.

New groups for AI Project records

There are two new group types available for use in AI Project records.

• AI Project Owner: Users who have complete access to view and manage all AI Projects. Users can create and train new AI models, and determine the priority of model usage.

• AI Project Annotator: Users who have access to some AI Projects, both for Legacy Import and AI Training. Users will only have access to AI Projects where they are listed as an Annotator.

Updates to Integrations

These improvements enhance other integrations available for your system.

Improved contract search for Gmail app

The contract search function in the Agiloft Gmail app now considers additional fields, to better ensure all relevant contracts are returned with the search results.

Easily create Agiloft tables for syncing Salesforce CPQ data

Create Agiloft tables for your CPQ data with the click of a button, making it easy to plug your Salesforce CPQ data into Agiloft with Integration Hub. To create CPQ tables in Agiloft, simply go to Setup > Integration > Salesforce Extension, click Configure, and then click Deploy.

This automatically creates two new tables, SF Contract Product and SF Product, for easy mapping to Salesforce entities.

Note that if you use the Salesforce Managed Package integration, or if you already sync your Salesforce CPQ data with your Agiloft KB, you already have these tables and do not need to use this feature.

Additional Enhancements

These additional enhancements don't fit into a single category, but they offer exciting additions to your Agiloft KB.

Cleaner, smarter license management

Use your licenses more efficiently with a new option that automatically grants a license when a user logs in, but only if the user meets the criteria of a saved search. This new option is also available for floating licenses, which previously did not offer filtering. This gives you better control over how your licenses are used.

Beyond this new setting, your KB now applies more sophisticated logic to use your license resources wisely based on who accesses the system. To achieve this, your permission groups are now associated with a specific type of license, instead of with a general user type. When a user logs in to your system and doesn't already have an associated license, the system reviews the user's groups and the available licenses and grants the user the most appropriate license available based on their group memberships.

To make this transition as seamless as possible for you, Power User groups are automatically transitioned to Assigned/Floating licenses, and End User groups are automatically transitioned to Read/Request licenses. To adjust this setting, simply go to Setup > Access > Manage Groups, edit the group, and select a license type on the General tab. Note that the license type now also filters the available permission settings for the group, to make it clear which settings will function properly based on the limitations of the chosen license type.

Updates to the Google Docs app

The Google Docs app continues to grow, adding two new features this release.

Inserting Clauses

Now, when inserting clauses into a contract from the Google Docs app, you can filter clauses more efficiently using a modified search system. After clicking Insert Clause from the Google Docs app, you'll now see two search functions just like the Word app:

• Search Text: searches text against the Clause Text, Clause Title, and ID fields
• Clause Type: dropdown list of all available Clause Types

Both filters are applied when the Search button is clicked. If you want to search with only one of the options, simply leave the other blank.

Generating Tags with AI

Now, you can use AI to tag key terms and clauses within a Google Docs document, the same way you can with the Word app. 

Keep contract data up to date with new pushback actions

When a document comes back into the system after a round of negotiation, there are often changes in the text that aren't reflected in the associated Contract and Clause records in the KB. Now you can easily bring the document and the records back into synchronicity using two new action types, which can be added to action buttons or automation for your convenience.

For more information on these two actions, visit Pushback Actions.

Track file views and check-outs in the activity log

Now, in addition to file downloads, you can use the activity log to track when files are viewed or checked out for editing. This offers a fuller picture of file interactions that might be cause for security concerns.

Enhance your outgoing Agiloft emails with new style options

Take your outgoing emails to the next level with new support for custom CSS. With custom CSS, you can establish a base stylesheet template for all outgoing email. You can find these new options at Setup > Look and Feel > Email Schemes on the General tab. This update has also improved the formatting options for included fields, which can be found on the Tables tab.

Document viewer user settings now persist throughout the session

Enjoy a smoother document viewer experience where your preferred settings, such as the zoom level and whether you have Show Highlights enabled, now persist as you open and close documents throughout your session.

TMP directory now hidden by default for importing and exporting data

To improve the experience and security for those on shared hosted servers, the TMP directory is now disabled by default when moving data in or out of the KB. This prevents situations where users from different organizations might inadvertently access each other's files while they are temporarily stored in the TMP directory.

Access to this directory can be restored by setting the allow_exportimport_via_temp global variable to Yes in the admin console.

Updates to look-up window terminology

In the search window for look-up fields, the Import/Replace button has been renamed Replace, and Import/Append has been renamed Add. These terms are more user-friendly and offer a cleaner look for the window.

Note that if you have already customized these terms on your specific server, your customized terms are retained and you will not see this change.

Improvements to entity set sync

Entity set sync now includes a new Action Bar tab where you can choose which, if any, action bars to sync for a given table. Simply click Customize for any table you have added to the entity set.

Use scalable vector graphics in your KB

Avoid pixelated images or poor image resolution by uploading scalable vector graphics (.svg files) in your KB. For example, if you have a vector file for your company logo, you can now upload that to use in your Look and Feel so that it looks clean and sharp on every user's screen.

Bug Fixes

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

Fixed several issues with tree view, including:

• Trees not expanding to show the results of a search; now, each tree expands to the first search result
• Tree not consistently preserving the expanded branches when returning to the tree or clearing search filters
• Tree not loading correctly when manually sorting an embedded table
• No warning shown when selecting a tree view relationship field that contains looped data

As part of these fixes, there are two new options in the View wizard:

• You can choose not to preserve the tree's full expanded state, which can have a performance impact if your data structure includes very large trees. In this case, the tree loads only part of the expanded branches when you return, and you can use Load Previous and Load More buttons to show more of the tree.
• Control whether search results expand only the first tree with a match, or expand all trees in the table.

Fixed an issue where expanding or collapsing a tree view node or an insight popover in split view also selected that row's record and opened it in the split view. Now, these actions do not open the record and instead simply display the additional context requested.

Fixed an issue where opening a record from a hotlink and clicking Cancel redirected the user to the exit URL instead of the cancel URL.

Fixed an issue where table view showed action buttons even if they were configured to appear only when editing the record. Now, the table view respects this setting.

Fixed an issue where Compound fields that were used to combine Choice field values did not properly reflect the selected language for translated choice lists. Now, the Compound field reflects the language that is used in the Choice field value for Choice fields that have translated lists.

Fixed an issue where, in some circumstances, removing a record from a linked set caused the remaining linked records to disappear until the record was saved. Now, this issue is fixed.

Fixed an issue when using saved searches to check the contents of an attached file for a value that included quotation marks. Previously, filtering on a value with quotation marks and then adding a new filter caused all previous filters to be removed. Now, the filter is added normally, as expected.

Fixed an issue that could cause some action buttons to not complete a selected Conversion action.

Fixed an issue where opening a record in View mode that was missing required fields, and then clicking an action button with validation checks, the validation checks for the required fields were bypassed by the button. Now, these checks are enforced.

Fixed an issue where fields set to mask encrypted data except for the first X characters were instead shown with the entire value masked. Now, the setting is respected.

Fixed an issue with entity set sync when a linked set was synced from a source KB where fewer fields were included in the set than there were in the target KB set. Previously, the target KB was updated to remove the excess fields. Now, the fuller set is kept in this situation.

Fixed an issue where selecting a record, clicking Export in the action bar, and then canceling the export did not close the export modal window as expected.

Fixed an issue where creating a new group and clicking Cancel would also delete the last group that was edited. Now, this does not occur.

Fixed an issue with insight popover that caused the popover field to be listed twice in the View wizard.

Fixed an issue that led to slow performance when opening very large documents in AI Projects. Now, the fuzzy search matching that caused this slowdown no longer runs on documents of more than 40 pages. The page limit is configurable with the new Fuzzy Search Page Count Threshold global variable.

Fixed an issue when rendering some alphabets in the document viewer.

Fixed an issue that prevented the Load Tags button from appearing when there were no tags present.

Fixed an issue that caused unused elements in a document template to appear as empty tags in the annotation pane. Now, these elements are ignored in the pane.

Fixed an issue where imported email templates did not consistently appear in the list of templates.

Fixed an issue where switching documents sometimes froze the document viewer when opened from an AI Project record.

Fixed an issue where some circumstances caused the record form to freeze when it was opened for editing. Now, the record works as expected.

Fixed an issue that prevented the Load Tags button from appearing when there were no tags present.

Fixed an issue in the look-up modal that prevented the navigation links to appear under some circumstances. Now, these links appear and function as expected.

Fixed an issue with Modal actions that sometimes showed fields in view-only mode in the modal that should not appear based on permissions.

Fixed an issue where clicking the download icon in the document viewer opened the three dot menu at the same time.

Fixed an issue with dashboard widgets that could cause unexpected results when selecting a suggested value from a partial entry rather than using the look-up icon. Now, this issue is fixed.

Fixed an issue where creating a record from an embedded table and then clicking Save and New to create additional records did not link the subsequent records to the original parent. Now, in this scenario, all the sequentially created records are linked as expected.

June 2024 Maintenance Release

Fixed an issue where running annotation suggestions on one model, which offered suggestions, and then switching to run annotation suggestions on another version of the model, which did not find any suggestions, did not properly clear the annotation suggestions. Now, in this situation, the old suggestions are removed so it is clear that the selected model did not find any suggested annotations.

Fixed an issue with tree view where opening a record from an embedded table and then clicking the "Show path to current record" link caused both records to close and returned the user to the table view. Now, this link works as expected.

Fixed an issue with Currency fields where values that were more than nine characters were not formatted correctly when transferred via REST API. Now, the format is correct and the currency value is represented as expected.

Fixed an issue in some configurations where the "Allow viewing and sending own and published templates" did not show published templates for the user to select.

Fixed an issue when the global variable "Always display visibility dependent field values in table views" was set to No where some field values did not appear in table views even if there was no visibility dependence configured. Now, this setting hides only the fields that are visibility dependent, as expected.

Fixed an issue where the Generate AI Suggestions button would not provide suggestions when clicked in the Word app. Now, the button works as expected.

Fixed an issue where the Word app sometimes failed to save changes on edited documents. Now, the documents save as expected.

Fixed an issue where the Generate Clauses button when managing a Clause Library failed under some circumstances.

Fixed an issue in Generative AI actions where adding postprocessing regex while establishing parameters for a machine learning model could result in a blank screen when the user clicks Finish. Now, the button works as expected.

July 2024 Maintenance Release

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 selecting "Select all found records" in the attachments for an AI Project selected only the records on the first page of the embedded table. Now, it selects all the found records on all pages, as expected.

Fixed an issue with related tables where adding records using the New button did not cause the pagination links to refresh, so that if you added enough records to require a second page of records, there was no link to show the second page. Now, the pagination links refresh in this case so you can navigate between the pages.

Fixed an issue with Calculation on Multiple Linked Records fields that sometimes caused them not to automatically update, even if configured to automatically update the calculation.

August 2024 Maintenance Release

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 with summary popovers that sometimes prevented embedded tables from displaying correctly.