provides quarterly releases with new functionality, plus monthly maintenance releases consisting of corrections only. 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 25.2.
You can find the latest 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.
Previous Release | Current Release |
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Release 25.1 | Release 25.2 |
When you review a contract, you often find a few clauses you'd like to modify. With Agiloft's new generative AI capabilities, you can easily align contract clauses with your standard Clause Library equivalent, or leverage AI to directly revise the clause based on your instructions.
In both cases, Agiloft uses AI to generate a suggested new draft for the clause, which you can then tweak as needed and insert into the contract. You can run these workflows in the Agiloft Contract Assistant for Word once you have created a contract and stored it in Agiloft.
For more information, visit Generative AI.
Make your contract relationships easy to see with the new tree view option. This collects child records underneath each parent, and makes it easy to expand or collapse different branches of your record's family tree. This is especially useful if you already use a diagram field to see this information, since the tree view helps to make that relational data visible directly in the table grid.
We recommend using this option when showing related records inside a record form, provided you have already established hierarchical relationships between your records. For example, you might update your Contracts table so that the Related Contracts section shows the relationships between the records. When shown in an embedded table, tree view also shows a breadcrumb trail to aid in navigation, especially for records that have many relations.
In addition, tree view includes a numeral next to each parent record that shows the number of direct descendants, and when you search or filter on a table that is using tree view, the parents of a search result are included in lighter opacity. That way, you can see which record matched your search without losing the contextual information you get from the family tree.
To configure your own Contract table this way:
Browse attached files, approvals, and more directly from the table view, without needing to open the contract at all. With the new insight popover, you can configure related tables, some linked fields, and embedded search results to allow users to quickly browse the field's entire contents directly in the table view. For example, see all of a contract's attachments without opening the contract at all.
The insight popover is also a powerful tool when used inside another related table, such as giving the user easy access to a contract's attachments inside the Related Contracts section.
To take advantage of this feature, simply edit the field you want to use, configure the insight popover display, and add that field to a view. For details, see the Insight Popover section of Configuring Views.
Agiloft is excited to offer a new Google-based contract assistant for Google Docs, which introduces workflows in Google Docs similar to the Agiloft Contract Assistant for Microsoft Word.
With the Agiloft Google Docs App, you can easily perform the following tasks, directly in Google Docs:
The Agiloft Google Docs app is available on the Google Store. To take advantage of the Google Docs app, you also need to set up the new Google Drive Integration.
For more information about using, installing, and configuring the app, visit Agiloft Google Docs App.
Improve your contract review workflows by configuring the Word app to highlight clause types that appear to be missing from a contract. With this feature, whenever a contract is opened in the Word app, the system checks the contract for clauses required by the Contract Type, and flags any absent Clause Types in the Missing Clause Types field. You can select a missing clause in the field to easily add it to your contract.
To set up this feature:
In order for Missing Clause Types to populate in the field, you need to establish which Clause Types are required by each Contract Type. You can assign required Clause Types to a Contract Type by editing a Contract Type record and adding Clause Types to the Required Clause Type field, which is usually located on the General tab.
Manage your organization's Word app installation with a new and improved manifest file source that:
To enjoy these benefits, download a new copy of your manifest file and select the appsource option on the Download Manifest tab of the Agiloft Contract Concept Mapping wizard. Then, follow the rest of these steps to publish the file to the O365 access group.
Keep your system up-to-date with the latest improvements and additions to your AI labels library. Now, your system automatically updates the AI label library on a nightly schedule, and any time you navigate to Setup > Integration and click Configure under AI. For a list of available labels, visit AI Platform Labels.
Evaluate model performance directly in the document viewer
If you have AI enabled, you can evaluate the performance of the models you are working on in an AI Label Training project by uploading a sample contract and clicking Generate AI Suggestions. This button appears in the top right corner of the document viewer in the AI Suggestions tab, but only appears in documents that are linked to an AI Label Training project, and only when the AI Suggestions tab is empty.
For more information, see AI Trainer.
Easily access the Analyze Contract button directly in the document viewer, so you can quickly run an AI model and complete the annotation workflow for an AI Project, with fewer steps and screens.
In order for the Analyze Contract button to appear in the document viewer:
If all the above criteria are met, the Analyze Contract button appears on the top right corner of the document viewer. When you click this button, the AI model annotates your document and shows all the tagged labels in the right pane.
Jump directly from the doc viewer in Agiloft into Microsoft Word with the new Edit in Word button. This method is faster and more intuitive than downloading a copy of the file, editing it locally, and re-uploading it to the record.
The button appears only when the file field is configured to allow direct file editing. To turn on direct editing for a file field, edit the field and go to the Options tab, then set Enable Versioning? to Yes and Direct File Editing to "Allow direct editing of MS Office document and directly save back to the file field."
As part of this change, some other controls on the toolbar have been rearranged.
Expand your integrations with new API support for Integration Hub, which opens the door for even more flexible interconnectivity between Agiloft and the other systems you use. This offers several advantages:
The Integration Hub now also includes the API Platform tab, where a dashboard makes it easy to monitor your APIs and track their usage and performance.
For more information, visit Workato's documentation on the API Platform.
When you edit a recipe in Integration Hub, the system automatically retrieves a comprehensive list of table metadata. For a larger KB, this process can be rather slow and may lead to errors. Now, you can enter a single table name, so that the Hub only retrieves the metadata for the specified table. This cuts down on load time as well as potential errors.
When you search on a field in the Quick Search pane, use the new "is contained in" and "is not contained in" operators to apply more sophisticated filtering to your searches. For example, you might use "is contained in" to find all contracts whose status is any of the selected options, instead of having to search for only one status at a time.
To select more than one value in a drop-down list, hold the Shift key as you click. For other field types, you can enter multiple search terms separated by a comma.
This release includes two improvements to your DocuSign integration:
To take advantage of these improvements, go to Setup > System > Manage Global Variables and locate the DocuSign API Version variable. Edit the variable, set it to "v2.1", and save it. Then, go to Setup > Integration > Configure DocuSign Extension, edit your DocuSign integration, and Disable and then Enable DocuSign Connect.
In addition to these changes, the configuration settings for DocuSign Users now offer only the JWT authentication method, now that the alternate authentication methods are no longer supported by DocuSign. For more information about setting up DocuSign authentication, see DocuSign Setup.
The Agiloft REST API now supports client credentials flow, which enables machine-to-machine (M2M) authentication. M2M is beneficial because it enhances security, centralizes API management, standardizes configurations, and eliminates the need for human intervention in the authentication process.
To create the Client Credentials API application:
For more information about M2M use cases, visit the Microsoft documentation on client credentials flow.