We’re excited to share that the latest product update is now live! This release introduces several new features designed to enhance your work.
What’s New
Confidential Record Access
Restrict access to confidential records so only authorized users can view them. This helps protect sensitive data and meet compliance requirements.
No action is required - this feature is available now.
Dynamic Record Descriptions
Add clarity with record-level descriptions that reduce mistakes and guide users through their next task with helpful instructions embedded directly within workflows.
Action - If you are interested in this feature, please reach out to customer success to support in setting this up.
AI Document Reviews
Speed up compliance reviews with AI-powered "first-pass analysis" in FileSync. Let the assistant flag potential issues early, so teams can focus where it matters most.
Action - If you are interested in this feature, please reach out to your account manager.
Table Display Preferences
Save time by preserving your preferred table display settings across sessions. No more reconfiguring columns, filters, or sort orders each time you log in.
No action is required - this feature is available now.