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24-07-2026

Release Notes

New Features​

  • Duplicate reference and revision number detection: Editing a document's details flags a Reference Number and Revision Number combination that already belongs to another document. The fields are outlined and Save is blocked until the clash is resolved.

    Reference Number and Rev. Number fields outlined in red with a clashes-with-existing warning

  • Distribution Set workflow node: A workflow node distributes to a whole set of distribution groups at once, splitting members into action-request recipients and contacts, with per-action-request or rolled-up email template options.

    Distribution Set workflow node configuration panel

  • Recipient scoping for distribution and action requests: Adding a distribution list user or workflow recipient defaults to showing only users associated with the relevant project or document, with a toggle to show everyone else.

    Add Distribution Entry dialog with the show-users-without-access checkbox

  • Relative date validation for custom fields: The Custom Field Builder's date and date/time validation rules can be set as a number of days relative to the entry date, in addition to fixed dates.

    Date field validation rules with earliest/latest days-from-entry options

  • Chart lock: Charts in the Chart Builder can be locked to prevent further edits to their underlying data grid.

    Lock chart button next to Preview Chart and Save Chart