It's now faster and simpler than ever to replace a document and update its name, all in one step. As the replacement file uploads, choose a new file name if you wish. More details in the video!
Additional new features
2024
2024
2023
2022
July:
- Page layout updates – Apps
- Create projects from subscriptions – Apps
- Q&A answer column update – Acquire, Diligence
- Excel viewer update – Acquire, Archive, Diligence, Pipeline, Prepare
- Replacing and renaming files update – Acquire, Diligence, Pipeline, Prepare
- Inbox updates – Acquire, Diligence, Prepare
- Permissions page getting started video – Acquire, Diligence, Prepare
- Documents page shortcut titles and descriptions – Acquire, Diligence, Pipeline, Prepare
June:
- Breadcrumbs in document viewer – Acquire, Diligence, Prepare
- Live edit permissions button update – Acquire, Diligence, Prepare
- Export harmonization – Pipeline
- Mobile user search update – Acquire, Diligence, Pipeline, Prepare
- Next and previous document button - Acquire, Diligence, Prepare
May:
- Next and previous button for document viewer – Acquire, Diligence, Prepare
- MergerLinks transaction page update – Apps
- Redaction highlight update – Diligence
- Granular documents notifications – Acquire, Diligence, Prepare
- Redaction language change from ‘confirmed’ to ‘redacted’ – Diligence
- Waterfall chart – Pipeline
- Task widget by tracker - Pipeline
April:
- New Redaction Icons – Diligence
- Right-click Trackers enhancements – Acquire, Diligence, Pipeline, Prepare
- Feedback option from Help menu - All
- Trackers recycle bin improvements – Acquire, Diligence, Pipeline, Prepare
- Open files from permissions tab – Acquire, Diligence, Pipeline, Prepare
March:
- Additional Currencies for Trackers – Acquire, Diligence, Pipeline, Prepare, Archive, Mobile
- Uploader Improvements – Diligence, Acquire, Pipeline, Prepare
February:
- Row details dialog and filter/sort timeline widget for trackers – Acquire
- Excel watermark enhancements – Diligence, Prepare, Acquire
- Expanded number of numeric columns, trackers – Acquire, Diligence, Prepare, Pipeline
- Q&A push notifications update – Q&A, mobile
- In-app feedback via help menu - All
January:
- Outage Notifications Update – All Apps
- Mobile Upgrade Update – Mobile
- Page layout updates – All
- Scroll bars for timeline widget - Acquire
- Single click to edit - Acquire
- New documents section update
- In-app help update - All
December:
- Auto-publish uploads - Acquire
November:
- Change history for activities and tasks - Pipeline
- Incremental enhancements - Pipeline
- Trackers, single-click editing - Acquire, Prepare, Diligence, Pipeline
- Various enhancements - Cloud
- Open files while processing - Acquire, Diligence, Pipeline, Prepare
- Document preview in redaction tab – Diligence, Prepare
- Mobile upload enhancements – Acquire, Diligence, Prepare, Pipeline
October:
- Left drawer navigation update (Prepare, Diligence, Acquire, Archive, Pipeline)
- Task modal redesign (Pipeline)
- Notifications update (all applications)
- Admin Console new tab for Account Info (Cloud)
September:
- Deactivated users hidden by default (Prepare, Diligence, Acquire)
August:
- Set preferred tracker views (Outreach)
- Updated contacts modal (Pipeline)
- Additional right click functionality (all applications)
July:
- Document links analytics update (Outreach)
- Activity modal redesign (Pipeline)
- Filters, rows, and cells updates
- Comfort letter enhancements (Archive)
- Upload history enhancements (Diligence, Acquire, Prepare)
June:
- Decline Metrics (Outreach)
May:
- Trackers Column Configurations Persist (Acquire, Diligence, Prepare)
- Counterparty ID (Outreach)
- Export Internal & External Notes (Outreach)
- Custom Logo for Export (Outreach)
- Permissions export enhancements (Acquire, Diligence, Prepare)
April:
- Findings widget updates for dashboards (Acquire)
- Rename Archive projects (Archive)
- Search within a folder (Acquire, Diligence, Prepare)
- Left/right watermarks (Acquire, Diligence, Prepare)
- Watermark shadow outline (Acquire, Diligence, Prepare)
March:
- Preview files via search bar (Acquire, Diligence, Prepare)
- Enhanced permissions filters (Acquire, DIligence, Prepare)
- Exporting widgets to PowerPoint (Acquire)
- Search by Document ID (Diligence, Acquire, Prepare)
February:
- Faceted filters for search (Diligence, Acquire, Prepare)
- Left and right watermarking (Outreach)
December:
- Updated password reset experience (Diligence, Acquire, Prepare)
November:
- Chat (Acquire)
- Single Sign On Log-out Page Refresh (Diligence, Prepare, Acquire)
- Mobile update for swiping within Q&A (Diligence, Acquire)
August:
- Search Enhancements (Diligence, Prepare, Acquire)
July:
- Dutch Language support (Diligence, Prepare, Acquire)
March:
- Mobile Video Viewer (Diligence, Prepare)
February:
- Analytics for Mobile (Diligence)
January:
- Link documents within Mobile (Diligence, Prepare)
Additional resources
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