Updates in feature releases, product improvements, and bug fixes
Advanced Sorting Capabilities
Finding and organizing documents is now more powerful and flexible. Reviewers can sort Search Table results by multiple column attributes using Advanced Sorting directly within the table view. This enhancement provides greater control over how data is displayed, helping teams structure results in the most meaningful way for their review strategy and improving overall efficiency.
Enhanced Upload Management
Upload workflows have been significantly upgraded. Users can now manage uploads through a structured Upload Table that includes custodian and company fields, perform multiple drag-and-drop uploads in a single session, control whether uploads process immediately or later, and reorder uploads to define processing priority. These improvements provide greater visibility, flexibility, and control over document ingestion from start to finish.
In-App Notifications Settings
Upload workflows just became easier. Reviewers now receive automated in-app notifications when uploads complete, removing the need for project managers to manually send status updates. This streamlines communication, reduces delays, and ensures new documents are immediately visible to the right team members.
Optimized Bulk Redaction Processing
Large-document redaction is now more stable and reliable across environments. Enhancements to bulk redaction handling improve processing performance and reduce errors, delivering a smoother experience for teams working with high-volume or complex documents.
Other Fixes and Tweaks
File Upload Table: Introduced a data grid table for displaying current uploads, with input fields for custodian and company details.
Redupe Service Extraction: Refactored duplicate identification and duplicate processing into separate services to improve maintainability and scalability.
Slack Support for Deleted Attachments: Added support for handling deleted Slack attachments by addressing metadata gaps in JSON structures to ensure accurate representation of deleted items.
Bulk Redaction Error/Timeout Handling: Improved stability across US and EU instances by resolving timeout issues with large documents, reducing socket and networking errors.
Paused Hold Notices Validation: Added validation before sending hold notices to ensure the hold remains active when paused mid-process, preventing unnecessary emails during high bounce volumes.
Search Table – Additional Custodians Field: Added “Additional Custodians” as an available Search Table column, allowing reviewers to view custodial relationships without switching to custodian-level de-dupe view.
Search Route Scoping Enhancement: Enhanced the Search Show route to support question-based scoping, enabling targeted searches on file IDs without filters for improved accuracy and project alignment.
QuickPDF Download – Filename/Path Error: Fixed an error when truncating filenames or paths during QuickPDF downloads to prevent object length exceptions.
Feature Flag Account Check: Improved client-side validation to ensure features are displayed only when the corresponding account-level flag is enabled.
Search Document Opening: Resolved an issue where documents opened from Search only functioned when launched in a new tab.
PagerDuty – ActionMailer DeliveryJob Failure: Fixed a crash caused by nil account references during bounce limit validation in the prevent_delivery_if_over_bounce_limit callback.
PagerDuty – BackgroundReportJob Failure: Resolved Sidekiq job failures caused by missing Stripe account associations for invoices, improving multi-environment Stripe integration handling.
Discovery Query Performance Improvement: Improved cloud upload query speed by removing unnecessary ordering during transfer document checks.
Usage Summary Tab Accuracy: Fixed an issue where per-project document and page totals were not reflected in the overall usage summary view; totals now aggregate consistently across projects.
User Role Removal Validation: Added validation to ensure role_assignment exists before removal to prevent system errors.
Password Policy Settings Persistence: Fixed account settings where password rotation and user preference changes were not saving after refresh; confirmation messaging now displays correctly.
Project Usage Export Graceful Failure: Updated ProjectUsageExportJob to fail gracefully when a storage bucket is inaccessible, preventing job crashes.
Incorrect Photo Metadata Display: Fixed an issue where incorrect metadata appeared for certain uploaded photos.
Rollbar Alerting Fix: Restored Rollbar alerting functionality for processing error notifications after upgrade.
Duplicate Document Embedding Failure: Resolved an issue where certain duplicate documents failed during embeddings insertion.
Advanced Sorting UI Improvements: Improved handling of long sort titles to prevent excessive horizontal scrolling and added documentation link support within the Advanced Sorting interface.
Search Document Disappearance on Tagging: Fixed an issue where documents temporarily disappeared from Search results when tagged with unrelated tags using NOT operators due to query invalidation behavior.
Persistent Highlights – Missing Color Display: Fixed an issue where the PersistentHighlights table did not display the associated color value, ensuring consistency with the Tags and Fields tables and improving visual clarity.