v3.21.0
New Features- Claim a day to show your team you're working it — turn on day claiming in platform settings
- The engagement list highlights days with work to do that nobody has claimed
- Search your organization's full activity history from the new History page
- Engagement and day activity logs are searchable and filterable
- Choose which pages sit in the sidebar and which in the user menu
Improvements- Analyses use your current policy rather than the policy as of when the day was created
- Documents group more accurately using their extracted invoice numbers
- Debtor matching rejects candidates whose bill-to address contradicts the debtor on record
- Large purchase submissions export to FactorSoft reliably
Resolved Issues- Days stay ready for document uploads after setup edits
- The email review queue accurately reflects emails awaiting review
- The status icon on a failed sample no longer overlaps the sample number
v3.20.0
New Features- Create Procedure opens a guided wizard that walks you through building the procedure step by step
- A FactorFlow day can be set aside so it no longer counts as work waiting to be exported
- The email inbox screen explains why a message was held and offers one-click fixes
Improvements- The debtor review on the exports page shows debtor addresses and how each debtor was matched
- Days Due can be edited on the exports page like any other field
- Duplicate invoice warnings flag only invoices submitted before the current documents arrived
- Factoring engagements keep their documents unless document deletion is turned on for the engagement
- Mail sent to a shared inbox is routed by the sender's display name as well as their address
- Long selection lists can be searched instead of scrolled
- The exports page loads faster when there are many rows to review
Resolved Issues- Dismissing a dialog by clicking outside it or pressing Escape keeps what you typed
v3.19.2
Improvements- You are notified when a submission finishes grouping without producing any samples to analyze
v3.19.1
Maintenance- Backend improvements and bug fixes
v3.19.0
New Features- New Exports page lists every FactorFlow day that still has transactions waiting to be submitted
- Export field values can be edited in place on the exports page, with edited values marked and checked before submission
- Policies can be archived and restored, with archived policies kept on their own page
- Reference documents can be given a label so analysis can tell them apart
Improvements- Debtor Book debtors are approved per engagement rather than across the whole organization
- Comment blocking is a single switch on the policy instead of a severity threshold
- Splitting a document keeps the parts in their original groups and classifies each one
- Invoices already sent to FactorSoft are not exported a second time, on every client
- Engagement-scoped pages show the engagement name in the header
- The dashboard mentions retention only when documents will actually be deleted
- Edits on the policies page appear immediately instead of after the page reloads
- Deleting an engagement or client also removes the stored AI request and response content
- Pages scanned upside down are detected and rotated during processing
- Pages are matched more reliably to the document types configured in your policy
- Emailed attachments are recognized by their contents when the filename doesn't identify the file type
Resolved Issues- Duplicating a policy now copies every setting, including the ones the create form does not show
- New document types and output headers can be created and edited from the policies page and from policy chat
- The session-expired notice appears only when your session has actually ended
- Arrow keys on the results page follow your current selection
- Sidebar tooltips close when you move the pointer away
- Email files with no subject convert correctly
- FactorSoft exports containing large scanned images now complete
- The processing indicator clears once a document's job has ended
- Document grouping resumes after an interruption
v3.18.4
Resolved Issues- Analysis now reads the full contents of spreadsheet documents
v3.18.3
Improvements- Placeholder images are now included for FactorSoft purchases with no supporting documents
Resolved Issues- FactorSoft request errors are now reported as errors rather than as a connection outage
v3.18.2
Improvements- Added an approved-amount column to the daily processing tracker
- FactorSoft data sync now resumes after an interruption instead of starting over
Resolved Issues- Unused FactorFlow day cards now use standard styling
v3.18.1
Maintenance- Backend improvements and bug fixes
v3.18.0
New Features- Grouping categories can be marked optional
- New Debtor Book entries can be created inline from the reference-files debtor picker
v3.17.1
Resolved Issues- Batch totals now include transactions with no supporting documents
- Exports now handle file names containing encoded characters
v3.17.0
New Features- Borrower-facing client upload portal
- Manual document splitting from the documents page
- Move documents and transactions between sibling tests, including drag to sidebar
- Factoring dashboard widget bank with per-user customization
- FactorFlow sidebar day navigation and manual hold buckets
- Client-domain sender allowlist with approved-senders search
- FactorSoft downtime detection with client alerting and delivery reconciliation
- Column reorder with persistence on the FactorSoft Invoices page
Improvements- FactorFlow home summary ordered by pipeline stage, with a summary strip
- Per-day export status and triage on the FactorFlow day list
- Invoice number shown at the front of factor sample info
- Intake source shown across the uploads modal
- Transaction info column now renders for groups with no documents
- Numeric condition operators always offered, with the header retyped on pick
- Policy now runs on transactions with no supporting documents instead of skipping analysis
Resolved Issues- Engagement auto-deletion stays off unless explicitly re-enabled
- Removed documents no longer count toward FactorFlow needs-review totals or appear in the exports listing
- FactorSoft connections now accept addresses entered with or without a protocol prefix
- No-buy records identified only by a dispute key now appear in list filters and badges
v3.16.4
Improvements- Renamed Dashboard navigation to Home and removed the FactorSoft Invoices page
- Apply-or-queue choice when accepting AI policy changes
- Dates in exports now use a consistent format
Resolved Issues- Dates are read more conservatively and left as-is when the format is ambiguous
- Fields that require manual review are excluded from auto-approval
- The results review chat now loads the sample's documents
v3.16.3
Resolved Issues- Uploading a duplicate listing sheet no longer affects existing invoice groups
v3.16.2
Resolved Issues- Reference files now process reliably
v3.16.1
Resolved Issues- The results page stays in place when scrolling up
v3.16.0
New Features- Listing-only transactions can now be exported to FactorSoft without supporting documents
- Opt-in grouping and cash application workflow
- Debtors can come from either FactorSoft or a data room Debtor Book, chosen per client
- Per-engagement email intake visibility and file source tagging
- Source-files zip download from the results modal
- Client visualization dashboards and spreadsheet previews
- Hide and restore documents from the grouping chat
- Data room files can be edited directly by the agent
- ExamFlow user guide
Improvements- Samples auto-approve when your corrections satisfy the checks
- Email verification is reply-driven and actionable
- Expanded policy chat proposal capabilities
- Uploaded files grouped by intake source
- Table sort and filter preferences are saved, with a saved-filter toggle in the FactorSoft selector
- Address-aware debtor matching that learns aliases over time
- Real per-engagement retention off switch, with retention badges on dashboards
- Document actions now fit the available space
Resolved Issues- Overlapping grouping runs no longer affect active samples
- Invoice descriptions are trimmed to the length FactorSoft accepts
- Removed documents are excluded from FactorSoft export evidence and flagged on the results page
- Improved results-page scrolling, magnifier, and sidebar navigation
v3.15.8
Resolved Issues- Improved results auto-scroll, alias resolution, and policy duplication
v3.15.7
Improvements- Change-request previews now show the whole document with the changed blocks highlighted
v3.15.6
Resolved Issues- Large documents now complete processing reliably
v3.15.5
Resolved Issues- The processing placeholder clears as soon as a file finishes
v3.15.4
Resolved Issues- Improved approvals visibility and Edit with AI formatting
v3.15.3
Resolved Issues- Samples with many pages now complete analysis reliably
v3.15.2
Maintenance- Backend improvements and bug fixes
v3.15.1
Resolved Issues- Saving a user on the platform page now completes reliably
v3.15.0
New Features- Assistant chat that can answer questions about your data
- Custom charts you can create by describing what you want in chat
- Shared per-engagement chat
- Export requirements: configurable checks that must pass before an export
- Test-level history feed
- Editable agent prompts
- Email verification page with severity judgments, quote citations, and full conversation transcripts
Improvements- Thinking indicator, markdown, and auto-scroll in assistant and engagement chats
- Results and documents header actions grouped behind overflow menus
- Faster email reply detection
- Tightened access controls on agent and automation features
Resolved Issues- Approval digests are skipped when email is not configured
v3.14.0
New Features- Hide documents from a sample
Improvements- Simpler FactorSoft connection setup
- FactorSoft can be connected independently of FactorFlow policy setup
- Document classifications use consistent naming
v3.13.6
Resolved Issues- FactorFlow uploads are blocked until the Invoice trigger is configured
v3.13.5
Resolved Issues- PO number displays as text in the export preview
v3.13.4
Resolved Issues- FactorFlow policy names are created correctly
v3.13.3
Resolved Issues- User and client creation and deletion now complete reliably
v3.13.2
Improvements- Field edits made during review now apply to the FactorSoft export
Resolved Issues- FactorFlow determines the invoice type from the document-type role rather than a fixed classification
v3.13.1
Resolved Issues- CSV files with uneven rows now parse correctly, and long PO numbers are accepted by batch export
v3.13.0
New Features- New-sample drop zone and delete-sample on the documents page
- Setting to turn off scroll snapping on the results page
- Whole-result history view in the cell history dialog
Improvements- Observations from grouping are used during analysis
- New FactorFlow tests capture the policy's output columns at creation
- Debtor records sync during a FactorSoft single-client sync
Resolved Issues- FactorFlow grouping identifies the invoice-number column more reliably
- Improved drag and drop on the documents page
- Files are placed in Organized Documents reliably after upload
v3.12.7
New Features- FactorFlow tests pick up output column changes from the policy automatically
Improvements- Worksheets with many embedded images upload without stalling
Resolved Issues- The sample approval button updates immediately
v3.12.6
New Features- Reject action for engagement results samples
Improvements- Outlook message attachments extracted as separate documents at upload
- Procedure execution retries automatically after a timeout
v3.12.5
New Features- Engagement sample search across document group data
- Live file-processing indicator on the factoring engagements dashboard
Improvements- Email attachments extracted as separate documents at upload
- Dashboard processing fraction replaced with a single status spinner
- FactorFlow dashboard's Samples to Review split into Needs Review and Ready
- Data room bulk deletes feel instantaneous
- Sample approval button reflects is approved rather than I approved
- Procedure execution now uses a calculation tool for non-trivial math and shows its work
Resolved Issues- You are signed out promptly when your session expires
- FactorSoft batches use the submission date rather than the earliest invoice date
v3.12.4
New Features- Factoring dashboard review columns, filter, and unrouted-documents warning
Improvements- Approved FactorSoft debtor names are used during analysis
Resolved Issues- Samples with large images now complete analysis reliably
v3.12.3
Resolved Issues- FactorSoft acknowledgements now treat any successful response as success
v3.12.2
Resolved Issues- Evidence flag changes can be applied through change requests
v3.12.1
Resolved Issues- FactorFlow uploads work when a procedure has no output template
v3.12.0
New Features- Debtor resolution review and override
- Clearer, structured reporting when an export fails
Improvements- Email verification is stricter about confirming versus disputing an invoice
- Email verification batches per test rather than per engagement
Resolved Issues- Email integration status reflects all connected accounts
v3.11.7
Resolved Issues- Improved FactorSoft delivery acknowledgement and missing-relationship handling
v3.11.6
Maintenance- Backend improvements and bug fixes
v3.11.5
Resolved Issues- Engagement creation completes reliably
v3.11.4
Resolved Issues- Batch export stops with a clear message when a debtor cannot be resolved
v3.11.3
Resolved Issues- Change request permissions apply consistently
v3.11.2
Maintenance- Backend improvements and bug fixes
v3.11.1
Resolved Issues- Documents group correctly when the classification differs from the document-type name
v3.11.0
New Features- Data room database for working with virtual spreadsheets
- On-demand sync for a single FactorSoft client
Improvements- Searchable FactorSoft client selector in the engagement modal
- All policy edits go through the approval-choice dialog
- Column picker for FactorSoft tables, with the full set of client, debtor, and relationship fields
- More reliable sign-in on slow networks
- Clearer message when signing in with an account that is not yet provisioned
- Tightened data room access boundaries between organizations
Resolved Issues- Processing completes reliably under heavy load
- Image uploads convert to PDF reliably
- Procedure execution retries when analysis comes back incomplete
- Sign-in emails match regardless of capitalization, and a missing account gives a clear message
v3.10.2
Resolved Issues- FactorSoft status is rechecked after a connection error before reporting a failure
v3.10.1
New Features- Automatic field mapping for FactorSoft exports
Improvements- Output template and all header fields are copied when duplicating a procedure
- Reworded user-facing copy to a more professional tone
- FactorFlow documents page is blocked in place when setup is incomplete
- FactorSoft scope and address can be set per client
Resolved Issues- Jobs complete reliably
- Agent chat retains proposal state
- The first chat message reaches the agent without being duplicated
v3.10.0
New Features- Shared email inbox that routes messages by thread participants, with a quarantine for anything it cannot place
- FactorSoft vendor delivery with scheduled polling
- Configurable color system with a Colors settings modal
- Per-policy FactorSoft export field mapping with an exports preview
- Combine-all for FactorSoft draft batches
- Opt-in debtor identity export check
- No-evidence marker for procedure execution output fields
- Collapsible policies with engagement and policy search
Improvements- Export Requirements modal replaces the policy modal, with checks reorganized
- Exports page gains override gating, unparseable-field blocking, and instant confirmation
- Approve button redesigned with an optimistic icon animation
- Results and Exports are gated on sample approval state
- Delete action for procedure reference files
- Transactions-processed metric added to factoring dashboards
Resolved Issues- FactorSoft exports complete reliably, with recovery for interrupted batches
- FactorSoft sync preserves existing client and debtor records
v3.9.1
Improvements- FactorFlow invoice and listing roles are now set per policy on the document type
v3.9.0
New Features- Document types can be marked as evidence or non-evidence
- FactorFlow match-and-merge grouping with an incremental trigger
- Invoice listing rows extracted from PDF listings
- Email notification when a job fails
Improvements- Non-evidence documents are excluded from grouping warnings and per-sample analysis
Resolved Issues- Prompt editing resumes correctly
- Improved chat input microphone layout and diff rendering
- Empty or unreadable workbooks are reported as a file problem rather than a system error
v3.8.0
New Features- Per-user permissions for policy editing, with a capabilities panel
- Document pin and compare
- Per-engagement auto-delete with daily and weekly cadence for FactorFlow
- Archive access control and retention schedule permissions
- Email verification restructured as an approval gate with templated emails
Improvements- Redesigned FactorSoft exports page
- Sharing and export permissions, plus a derived manager role
- Images embedded in spreadsheets are extracted reliably, and empty workbooks are handled gracefully
- Export renamed to Download on the results page
- Keyboard hint dismissal now persists across navigations
Resolved Issues- FactorFlow samples are not duplicated when an invoice listing is uploaded
- Job status reflects the current state accurately
- Improved carousel scroll-button boundary and spacer width in single-pin mode
- FactorSoft batch submission is disabled when the integration is not connected
v3.7.1
Maintenance- Backend improvements and bug fixes
v3.7.0
New Features- Email inbox replacing the per-exam email address, with sender management
- Gmail and Outlook email integration with a standalone Integrations page
- Tagging for data room files, folders, and documents
- Data room approvals now show whether they were automatic or manual
Improvements- Security hardening across sign-in and session handling
- Error messages no longer expose internal details
- Data room download links expire faster, and files outside a safe list download instead of opening in the browser
- Faster navigation with caching, prefetch, and loading skeletons
- Pending and Approved filters moved from the sidebar to the results page
- Procedure reference file uploads require a manager role
Resolved Issues- Chat status updates reliably
- Data room file approvals complete reliably
- Document progress bars and needs-approval hover update smoothly
- Much faster analysis result loading
- Chat recovers automatically when a provider is busy
v3.6.3
Resolved Issues- Additional sign-in reliability improvements
v3.6.2
Maintenance- Backend improvements and bug fixes
v3.6.1
Resolved Issues- Sign-in completes reliably under load
v3.6.0
New Features- Data room with folders, permissions, version history, activity feed, and audit log
- Data room approvals: audit-grade attestations on files and folders
- Create Tests wizard that fills multiple tests in parallel, with a data room file picker
- Cross-sample consistency review, incremental per sample
- Per-cell change history for procedure results
- Reference files for FactorFlow policies, scoped per procedure with per-document settings
- FactorSoft data sync for clients, debtors, and relationships, with debtor overrides
- FactorSoft batch export with invoice list extraction and auto-matching
- Redesigned exports page with sidebar layout and invoice list matching
- External data room sharing via per-recipient links
Improvements- Procedure categories removed; tests are created directly
- More accurate spreadsheet analysis
- More accurate text extraction from PDFs
- Markdown tables and other formatting render across all surfaces
- Multi-value output fields formatted as comma-separated values
- AI field edits are auto-approved and marked as AI edits
Resolved Issues- Procedures auto-run reliably
- Damaged spreadsheets are detected and recovered
- Pasted spreadsheet data keeps rows wider than the first row
- Jobs complete reliably after a retry
- Grouping failures are shown on the documents page
v3.5.1
Improvements- Procedure execution auto-fixes errors before completing
v3.5.0
New Features- Guest access at the engagement level, with sign-in promotion and redirect support
- Email-based document upload for FactorFlow engagements, with a configurable exam email address
- FactorSoft integration
- Document page rotation
- Click-to-grab OCR text from the document viewer while editing a field
- Output column conditions driving FactorFlow auto-approval, with a conditions UI on the Policies page
- Results review chat can edit result values directly
- Custom instructions for document grouping
Improvements- Approve toggle button and filtered results views
- Missing fields render as yellow instead of red and no longer block export
- Setup chat proposals are merged across rounds
- Comment severity gate for procedure auto-approval
Resolved Issues- Upload folder structure is preserved through filename cleanup
- Columns with $ and % variants no longer collide
- Large document sets load reliably
- Guest uploads are gated on test setup being ready
v3.4.4
Resolved Issues- XLS files are read as Excel
v3.4.3
Resolved Issues- Jobs report a final status reliably
v3.4.2
Resolved Issues- The data type applies on the procedure setup page
v3.4.1
Resolved Issues- Procedure execution completes reliably
v3.4.0
New Features- Data types can be set directly on output columns
- Expanded metrics with field approval, timing, and usage panels
Improvements- Field approvals are categorized on analysis results and preserved through your edits
- Metrics are restricted to admins and managers
- Folder paths are preserved in document names
Resolved Issues- Email notifications are sent while the grouping agent is active
- Improved upload state handling and expanded status grouping
v3.3.4
Resolved Issues- Chat popover height applies immediately
- Sample request analysis handles edge-case row counts
v3.3.3
Maintenance- Backend improvements and bug fixes
v3.3.2
Resolved Issues- Procedure execution completes reliably, with stricter analyze tool validation
v3.3.1
Resolved Issues- Files in subfolders convert correctly
v3.3.0
New Features- Spreadsheet support in the AI workspace, with hover previews on the documents page
- Approval queue notifications with email digests and a dashboard banner
- Document reclassification from the grouping chat
- Status messages grouped into a collapsible timeline
Improvements- AI workspace is now the default grouping mode
- Procedures auto-run when the grouping agent is waiting on you
- Responsive grid layout on the approvals page
- More accurate column type detection
- Aliases supported in setup chat entity editing
Resolved Issues- The setup page keeps document types after accepting an AI proposal
- Grouping chat messages load on revisit
- The sample spinner clears when a procedure completes
- The interactive agent pauses after sending a message
- Suggestion chat displays the AI response
- Job failure messages now display correctly
v3.2.4
Resolved Issues- PDFs containing unsupported characters now process correctly
v3.2.3
Maintenance- Backend improvements and bug fixes
v3.2.2
New Features- Output column aliases, used when matching an output template and editable in the UI
Improvements- Warnings surfaced when a prompt is missing
Resolved Issues- Malformed bounding boxes are handled gracefully
v3.2.1
Maintenance- Backend improvements and bug fixes
v3.2.0
New Features- Faster spreadsheet viewing for large files
- Guest user support with per-test role-based access
- Multiple tests per procedure
- Per-test auto-approval rules
- Document group approval on the results page
- Results feedback from the results page
- Setup chat with voice input and audio transcription
- Interactive chat for prompt editing and policy changes
- Per-user export approval setting
- Incremental re-run support for procedures
Improvements- More accurate grouping, with better handling of cleaned-up filenames
- More reliable AI processing with automatic retries
- Instant sidebar navigation with route-level loading states
- Missing values now show as blank cells in Excel exports
- Column type inference for Excel export
- Improved extraction accuracy using the source filename as context
Resolved Issues- Images embedded in Excel files are preserved during extraction
- Progress indicators and live updates reconnect reliably
- Sample failure state persists across a page refresh
- Keyboard navigation is disabled while typing in a text field
- The edited tag persists for output columns after refresh
- Procedures with duplicate tests work correctly
v3.1.2
Resolved Issues- The release notes page is viewable without signing in
v3.1.0
New Features- AI-powered document grouping agent with real-time chat interface
- Setup chat with voice input and audio transcription
- AI-powered procedure execution agent
- Results feedback directly from the results page
- Metrics dashboard with engagement, test, and user-level views
- Interactive chat for prompt editing and policy changes
- Per-user export approval settings
- Multi-test per procedure support
- Per-test auto-approval rules
- Share results via email
- Incremental re-run support for procedures
- Document group approval on results page
- Guest user access with per-test roles
- EML file support for uploads
- TIFF, GIF, WEBP, and BMP image format support
Improvements- Faster handling of large document sets
- Procedure execution with partial accept and post-process retry
- Standardized output filenames across downloads and emails
- Column type inference for Excel export
- Show-your-work prompts for code execution calculations
- Improved extraction accuracy with source filename context
Resolved Issues- Fixed auto-approval rule field dropdown using wrong header source
- Fixed output template auto-approval handling
- Fixed results table cell display priority
- Fixed metrics page display issues
- Fixed duplicate test handling for procedures
v3.0.6
Resolved Issues- Fixed sticky headers and scrolling on dashboard views
- Fixed upload progress bar visibility
- Fixed long filenames overflowing document cards
- Fixed bulk delete in archive page
v3.0.5
Resolved Issues- Fixed output template edits clearing field approvals in results
- Fixed spreadsheets losing folder structure in upload modal
- Fixed template save not preserving header prompts
v3.0.4
Resolved Issues- Fixed magnifier disappearing over bounding boxes
- Fixed progress bar showing incomplete when job is finished
v3.0.3
New Features- AI-powered code execution for calculations in procedure results
- Vocabulary and indexed fields for improved document extraction
- ZIP file extraction support for uploads
- XLSM and TSV spreadsheet format support
- Job cancellation support
- Automated data retention with configurable auto-delete
- Category-based page navigation
Improvements- Refreshed design across all pages
- Improved magnifier with focus highlighting and scroll support
Resolved Issues- Fixed workflow interruption when deleting files during processing
- Fixed document splitting progress display
v3.0.2
New Features- Edit analysis results directly from the results page
- AI-powered review mode for document grouping
- File retry with automatic re-grouping
- Workflow status indicator on documents page
Improvements- Improved grouping accuracy with two-pass matching and multi-sample assignment support
Resolved Issues- Fixed PDF page rotation in results view
v3.0.1
New Features- Real-time progress tracking for all operations with multi-tab sync
- Magnifier loupe and full-screen document viewer with bounding box overlays
- Spreadsheet content viewing and cell highlighting in results
- Email notifications with granular per-workflow settings
- Advanced document grouping with unmatched assignment and AI review
- Missing documents preview with Excel export
- Batch file operations (delete, replace) in upload modal
- Paste headers from Excel for output templates
- Document type name overrides per test
- Date format preference setting
- Duplicate name validation
Improvements- Significantly faster document processing with concurrent uploads
- Image preloading for faster results navigation
- Keyboard shortcuts on results page
- Auto-approve sample request and output template on completion
- Missing values flagged for manual approval
Resolved Issues- Fixed progress not showing until page refresh
- Fixed file and document deletion not updating in real-time
v3.0.0
New Features- Complete document processing pipeline: upload, preprocess, extract, group, execute, and review
- Document upload with automatic OCR and rotation correction
- AI-powered data extraction from documents
- Intelligent document grouping by name matching and identifier analysis
- Procedure execution with bounding box overlays on source documents
- Results page with field-level approval workflow
- Real-time updates throughout all workflows
- Auto-run analysis for completed sample groups
- Exam and engagement management
- Multi-tenant platform with Google and Microsoft sign-in