07-01-2026

Release Notes

New Features

• Custom Field Builder: Option to change the field type of an existing custom field, with built-in checks to confirm existing data is compatible. Clear messages guide the process, and saving is blocked if a selection would cause data issues.
• Export dialog: A guided tour is available from the help icon, offering step-by-step tips for key export settings.
• Document Details dialog: Export option added within the Transmittal/Drawing section.

Improvements

• Upgraded methods to managing records that belong to many groups.
• Custom Field Template Builder: Inline validation and messaging when changing field types; saving is prevented if any field shows an incompatible type.
• Bulk folder selection: Top-level folders sort clearly and remain visible even when some parent folders are unavailable.