4 posts tagged with "Improvement"

New File Formats​

You can now upload CSV files and have them automatically rendered as a data table. We've also added support for legacy and macro-enabled excel files that end in .xls and .xlsm.

Panning Tool​

We've added a "grabber" or panning mode to the document viewer. This is particularly useful when working on a file with very large dimensions where you need to zoom in a bunch to work with the text.

Additional Fixes​

• When viewing a document, the document is now the only scrollable element on the page. Previously there could be multiple scrollbars for different parts of the page, which made it annoying to navigate within the document.
• Occasionally certain words could not be selected when creating a comment or manual text redaction. Text selection should now be much more reliable and consistent.
• You can now exit area redaction mode by clicking on the area redaction button.
• Creating an area redaction while a document was open in multiple tabs would occasionally make the document fail to finalize. This has been fixed.
• When deleting a policy that is attached to a case you will now receive an error message explaining why you are unable to delete the policy.

Select All Files​

When using the "Select All" checkmark in the file list, you will now see an option to select ALL files in the case, not just the files on the current page of results. This functionality works with filters as well, allowing you to select and take bulk actions on all documents/emails in the case that match a certain filter criteria.

Case Status Updater​

We've made it easier to update the status of a case. Simply click on the status badge while inside a case to select a new status.

Other Bug Fixes and improvements​

• Comment notification emails now include the full text of the comment.
• Fixed a bug that could cause a document to jump to the first page after creating a new redaction.
• Fixed a bug that in rare cases could cause a document's text to be unselectable.

Jump to File Number​

When working on a large stack of documents or emails, it is important to be able to navigate quickly between files. We've made some improvements to how we handle document transitions to faciliate faster navigation between files in a stack.

When clicking the next/previous buttons, you can now rapidly click between files, previewing the titles without having to wait for the entire document to load. If you already know which file you're going to, you can now jump directly to a file by clicking on the number indicator and typing in the file number.

Go to Policy​

This update also includes a small quality of life improvement to the document information panel, which displays various metadata about the current document and case. The policy name will now link you directly to the policy that is being used for the case... helpful if you need to quickly check the policy or make any changes.

User Invitations​

Copy Invitation Link​

Occasionally, new users aren't able to receive their invite emails due to corporate email filters. Admins can now copy a user's unique invitation link from the member management page. This link can then be shared with the user directly so they can complete the signup process.

Resend Invitations​

Our invitations expire 7 days after being sent. If a user didn't sign up within this time, you can now resend the invitation with one click from the member management page.

Other Improvements​

Improved File Navigation​

We made navigating from one file to another much faster and now display which filters and sorts you currently have applied when navigating across a stack of files.