Release Notes — Version 5.1

Release date: 7 November 2025
Version: 5.1

Version 5.1 introduces the first Pulse AI assistant, a rebuilt Forms Studio, workflow improvements, and a range of usability and reliability fixes.

What’s New

Pulse (AI Assistant)

Pulse is a built-in AI assistant that helps you find answers from your documents quickly.

Key features

• Simple chat interface — ask plain-English questions and get clear answers.

• Flexible scope — focus chat on a specific document or folder, or clear focus to search across all content.

• Smart suggestions — get 4 helpful follow-up prompts based on the conversation.

• Answers with context — responses include links to relevant document(s) so you can jump straight in.

• Your control — view and delete previous chats at any time.

• Permission-aware — Pulse only returns information from content you can access.

Forms Studio — Foundations (Rework)

Forms Studio has been fully refreshed to make creating and automating forms faster and easier.

New workspace layout

Forms Studio now includes four tabs:

• Builder — drag and drop fields and sections to design your form.

• Actions — connect fields to automations like reminders and lookups using a visual canvas.

• Preview — see how your form will look as you build.

• Schema — read-only view for admins to check structure.

Field palette (essentials included)

Available field types:

• Text, Email, Number

• Currency / Percent

• Date, Phone

• URL / IBAN

• Select, Multi-select, Radio

• Checkbox, Toggle

• Sections

Layout and editing improvements

• Drag-and-drop layout — reorder fields or group them into sections; view bindings and column info at a glance.

• Streamlined property editing — tidy panels for General, Layout, Validation, and Advanced settings.

Automate with the Actions Flow

Visual automation builder

Build automations by connecting fields to actions on a canvas — lines clearly show triggers and outcomes.

Available actions

• Data Source

• Data Lookup

• Validation

• Email Reminder

• Smart Capture

• Compute

• Toggle

• Retention

Easier configuration via Inspector panels

Set up actions with guided panels, including:

• Reminder recipients and email content

• Column selection for dropdown options

• Validation rules and messages

• Support for simple placeholders to dynamically bind content in messages

Everything in one place

The Actions tab brings the palette, graph, and inspector together for a smoother setup flow.

Better Filling & Indexing

• Improved text targeting for indexing — you can now pick text directly on a PDF to fill an index field (ideal for fast, accurate capture).

• Built-in lookups and rules help auto-fill, validate, and format values as you work.

Form Automations & Notifications

• Add email notifications or reminders based on index or system dates, including simple timing like:

  • “X days/weeks/months before”

• You can now add a data source to an existing Index field (no rebuild required).

Safety Nets While Editing

• Clear Save / Discard flow with prompts when there are unsaved changes.

Watch Folders

• Create and manage Watch Folders in Admin.

• Incoming files can be automatically classified to the correct form.

Enhancements

Workflow Builder

• New Groups option for approvals and notifications

  • Send notifications/emails to a group

• All triggers can now be limited by:

  • Form, Folder, or both

• Updated Tasks UI for a smoother add/edit experience

Documents & Navigation

• Document links re-enabled for deep-linking to a specific document

• Filename now updates correctly when a new version is uploaded

Admin & Permissions

• System roles are hidden (not user-editable)

• General improvements to user management in Admin

• Permission updates for users working from the workflow dashboard

Dynamic Text

• Unified method to insert reusable placeholders in messages and templates

Workflow Reliability

• Hardening and general updates to reduce stalls and errors

Fixes

• Workflow dashboard status numbers and list items now reflect the correct documents the user has access to

• Fixed an issue where workflows sometimes didn’t move documents to the next folder

• Version viewer now shows the correct document when viewing older versions

• Large-file OCR failures in Smart Capture resolved

• Batch indexing no longer closes the index window after sending a workflow

• Total document count is accurate in Search and main search pagination

• Errors in workflow notifications resolved

• Restoring a previous version now respects the correct permissions

• Closing a document tab reliably returns you to the dashboard

• Resolved thumbnail cache issues so previews stay up-to-date