2026.5 Release Notes

New

Export

Added a new OCR/Loaded Source” field in Processing to identify whether a processed document text originated from OCR or Extracted Text. The field is populated with either “OCR” or “Extracted Text” based on the actual text version exported.

New

Reveal Upload Manager*

Added the ability to upload image files through the Reveal Upload Manager application, enabling more efficient handling of large image sets. Users can also load OPT/LFP image files directly into a Native View PDF set when creating a new upload job.

Update

Ask

Optimized ASK search results by deduplicating near-identical text chunks across documents in the final retrieval output.

Update

AI Document Sync

Updated analytics processing for Document Delete and Update operations to shorten build time by skipping reruns of previously generated analytics that remain unchanged.

Update

Job Details

Updated the Job Details > Settings section to show Reprocess Job settings with clearer, easier-to-read labels that match the Reprocess Documents modal for a more consistent user experience.

Fix

Communications

Corrected a bug where the node and link sliders in Communicators and Domains became unresponsive after being adjusted and did not accept further input until “Reset Options” was selected.

Fix

Document Viewer

Resolved a bug where OCR results generated from images would display scattered dots, incorrect characters, or unreadable text instead of the expected extracted content.

Fix

Document Viewer

Fixed a bug where users were unable to enter more than 1,967 characters in the Notes sidebar during document review. The Notes field now supports up to 10,000 characters.

Fix

Document Viewer

Fixed a bug in Spreadsheet View where the redaction save endpoint would time out when processing large batches alongside existing redactions.

Fix

Document Viewer

Updated the page margins and header spacing for MSG files so they are smaller.

Fix

Document Viewer

Fixed a bug where all pages of a multi-page image document displayed the first page image instead of their corresponding page images.

Fix

Document Viewer

Corrected a bug where Spreadsheet Sets created through the Database Update Job Setup modal were not displayed in the Spreadsheet View dropdown within the Document Viewer.

Fix

Export

Resolved multiple issues on the Export Job Overview page. Unnecessary fields (Native Filename and OCR Filename) have been hidden when their corresponding settings are disabled. Also, modals for “Fields Selected for Export” and “Sort Order” have been added, so the job’s fields and sorting criteria are clearer.

Fix

Export

Resolved an issue where large export jobs were failing shortly after starting, particularly with high document counts.

Fix

Export

Resolved a bug where document counts were inconsistent in the Promote to Review Job Details page after performing a Native Review Overlay on a PST child email document. While the Promote to Review grid correctly displayed the count as 1/1, the Job Details page would incorrectly show Total Docs and Success Docs as 2.

Fix

Export

Fixed an issue where Review Append exports with a defined numbering prefix incorrectly started at the next available number from other exports using a different prefix.

Fix

Export

Fixed an issue where DAT exports would fail with a System Out Of Memory Exception, preventing the .DAT file from being generated successfully.

Fix

Export

Addressed an issue where TO and FROM email fields were duplicated during export, particularly when exporting documents with overlays.

Fix

Field Profiles

Resolved an issue where sorting set in the Field Profile was being overwritten by sorting applied in the Grid View. Sorting from the Grid View is now treated as temporary and does not replace the Field Profile configuration.

Fix

Fields

Fixed an issue where the Create Field would return a field ID of 0 when the project contained no documents.

Fix

Folders

An issue where subfolders would appear under multiple parent folders as duplicates was fixed.

Fix

Import

Corrected an issue during document import where pages associated with non-D boundaries were incorrectly assigned to the parent BEGDOC in LFP. This caused the actual BEGDOC pages to be skipped and non-D boundary pages to be added to the parent document boundary, while the import still reported 100% success with no errors.

Fix

Import

Fixed an issue where email addresses were missing in the OCR/LOADED text view for MSG files using the Aspose email engine.

Fix

Import

Fixed an issue where import jobs would fail with a “Failed to create or update field mappings” error.

Fix

Import

Fixed a bug where large CSV imports in Discovery Manager would get stuck with no progress.

Fix

Import

Fixed an issue where Document Folder builds would fail due to invalid characters in the import file name.

Fix

Import

Fixed attachment ingest failures caused by duplicate OriginalMD5s key conflicts and resolved related QC retry loop behavior.

Fix

Import

Fixed a bug where import jobs would immediately fail with the error “There is already an object named ‘Import1’ in the database.” Import jobs are now processed normally without triggering this error.

Fix

Import

Improved RSMF processing performance and throughput, making processing faster, more efficient, and better able to scale as project sizes grow.

Fix

Import

Fixed an issue where import jobs would fail for large datasets due to a SQL truncation error stating: “String or binary data would be truncated.”

Fix

Indexing

Fixed an issue where search-based web indexing jobs would report an incorrect total document count, resulting in inaccurate job progress percentages.

Fix

Processing Grid

Addressed an issue where OCR files downloaded from the Processing grid preview were saved as “OCR.txt” instead of using the original file name. OCR downloads now save successfully in .txt format with the correct file name.

Fix

Processing Grid

Fixed a bug where the “Begins With” filter was not working correctly for certain columns in the Processing grid. In some cases, valid filter values did not return the expected results.

Fix

Processing Grid

Fixed a bug where keyword searches would not return results for GIF files in the Processing Grid and the ECA grid, even when the files contained searchable data.

Fix

Processing Grid

Addressed a bug in the Processing grid where applying filters would incorrectly display “0 results” before the search was executed, even when matching records existed.

Fix

Processing Grid / ECA

Optimized ECA promotions to better handle large lists of file IDs, preventing resource issues and ensuring Promote to ECA jobs complete successfully.

Fix

Processing Jobs

An issue where Processing Jobs with large document counts were not loading correctly in the Processing Jobs page was fixed.

Fix

Permissions

Power Reviewer can now personalize their field profiles without requiring access to field management permissions.

Fix

Production

Issues in Production where numbering jobs were failing have been addressed.

Fix

Production

Resolved an issue where the Production Job page count was incorrect when producing from a loaded PDF set. The Production Jobs screen and Load File now correctly reflect the actual page count of the selected PDF set.

Fix

Project Settings

Users can now successfully copy settings between projects without encountering a server communication error.

Fix

Processing Settings

An issue where the selected Start Date was incorrectly saved in Settings Templates when using the Date Filter options “Between” and “Before” has been fixed. The date was previously shifted back by one day after saving.

Fix

Review Manager

Updated the default value of MaxImagePortraitWidth setting to 0 to prevent unintended image rotation during OCR processing.

Fix

Redactions

Improved the redaction experience by adding a proper loading state in the “Redact Search Results” modal and reducing internal data compression overhead to improve performance for large redaction batches. The modal now remains open until saving is fully complete, with Close, Cancel, and ESC disabled during the save process. Inline error messages are displayed on failure to help users quickly understand and retry. These apply to both the cell-level and bulk search-and-redact modals.

Fix

Redactions

A bug where redactions applied to one document would incorrectly appear in the same location on the next document in the search list was fixed.

Fix

Redactions

Fixed an issue where image redactions on the second sheet of an Excel document in Spreadsheet View were incorrectly applied to the top-left cell instead of the selected image.

Fix

Reports

Corrected a bug in the User Actions Report where activity for the last two hours of a single-day range was missing due to incorrect time zone handling.

Fix

Reports

Addressed an issue where the User Action Report export ignored the selected time zone and displayed Date values in UTC.

Fix

Reports

Users no longer see an error when exporting the “No Document” Custodian report in PDF format.

Fix

Reveal Upload Manager

Fixed an issue where the Reveal Upload Manager would become stuck during large file uploads (e.g., 8 MB files with ~200,000 rows). In affected cases, the upload remained in a “not started” state with the next step showing “Reading load file and generating token…”, preventing progress even when correct upload steps were followed.

Fix

Reveal Upload Manager

Fixed an issue where Metadata Preservation was not applied for certain datasets when using Reveal Upload Manager. In some cases, import jobs encountered errors due to specific filenames within a dataset, preventing Metadata Preservation from being applied as expected. When a specific file encounters an error, it is now logged individually and processing continues for the remaining files in the dataset.

Fix

Saved Search

Addressed a few bugs in Saved Searches where applied filters couldn’t be cleared without refreshing the page and filtered results did not display in the correct order.

Fix

Tags

An issue where Tag Profiles could not be used as search filters because expected review fields were missing from the available options was resolved. The “First Reviewed User” and “First Reviewed Date” fields are now correctly available across applicable tag profiles.

Fix

Tags

Fixed an issue where moving or dragging tags between tag panes triggered an error message “Invalid Drop Operation: Destination Node Does Not Have a Valid Point”.

Fix

Tag Profiles

Copying a template via Review Manager previously reversed the order of Tag Panes in field profiles. This issue has been fixed, and the Tag Pane order now remains consistent after copying.

Fix

Tag Profiles

Fixed an issue where Power Reviewers could not change Tag Profiles in the Review Web, as the “Tag Documents” option (including “Change Tag Profile”) was hidden unless “Bulk Update Tags” was enabled. Power Reviewers can now switch between tag profiles as expected when properly assigned.

Fix

Uploads

Updated the UI so that when a file with an unsupported extension is uploaded, a clear validation message is shown in the Details screen (e.g., “Invalid file type. Supported formats: DAT, CSV, OPT, LFP”) instead of a generic Error status.

Fix

Uploads

Addressed an issue where images uploaded via the Browser Uploader would appear rotated when the source PDF had no rotation flag.

Fix

Uploads

Addressed an issue where the import process would get stuck at the Analyzing stage when the LFP contained a code other than IM.

Fix

Uploads

Fixed an issue where users could successfully create an Image Upload Job by selecting only the Overwrite option, even though the system marks the PDF Set field as mandatory to complete the upload.

Fix

Uploads

An issue where invalid load files uploaded with a “.dat” extension displayed a generic error status without a clear validation message was fixed. The behavior now aligns with the expected validation/error handling.

Fix

Uploads

Fixed an issue where the “Project database needs to be updated prior to the job being distributed.” error message was incorrectly displayed during the final step of the Upload for Load Files and Images. The banner now only appears for Native Files uploads that require processing workflows (Upload + Process or Upload + Process + Promote to Review).

Fix

Uploads

Resolved issues with image uploads where pausing and resuming an upload would cause incorrect progress details in the UI. In some cases, progress percentages went over 100%, uploaded file counts exceeded the total number of files, and the progress bar reset and recalculated incorrectly after resuming. Upload statuses would also display the wrong state during processing.

Fix

Uploads

Resolved a bug where the Web Browser Image Uploader failed to process LFP files containing a VN (Volume Name) line.

Fix

Upgrade

Corrected an issue where database upgrades would fail in older projects due to conflicts between old DatTables and newer DatTable views. The upgrade process now automatically cleans up the old DatTables, so database upgrades complete successfully without errors.