Version 5.4 release notes

Please carefully read through these combined release notes for Collaborate and Publisher and be sure to test out the new features in the sandbox environment, when it's made available in the next few weeks. You're also invited to watch the on-demand webinar, What's new in HighQ 5.4, to see a live demonstration of the new features and capabilities.

We've been experimenting with the layout of our release notes and would love to hear your feedback. Click here to let us know what you think and share any suggestions or thoughts. Thank you. 

Detailed release notes and other changes

• Users - Changes that are visible and will affect users
• Site admin - Changes that affect the configuration of sites
• System admin - Changes that affect the configuration of the system
• Integration - Changes to the system due to an integration with another Thomson Reuters product that you may have to pay for
• On request - Beta features that have to be switched on or enabled by our support team

Workflow

• Workflow now includes a rule that can generate a document from a Contract Express template ^INTEGRATION
• You can now automatically move a file to an automated folder, to avoid manually having to sort many files ^{SITE ADMIN}
• You can now automatically create a task list and add tasks to it ^{SITE ADMIN}
• You can now trigger an action on a task's list and status, via a Task metadata iSheet ^{SITE ADMIN}
• You can now send custom emails to external users, utilising single line text columns ^{SITE ADMIN}
• We have introduced a Workflow audit history report to enable you to search through historical workflow activity ^{SITE ADMIN}

Files

• Users can now bulk download files with DRM enabled ^USERS
• Users will be able to play audio and video files that have been uploaded to HighQ, within the file viewer ^{USERS  ON REQUEST}
• You can now compare documents using the Accusoft document viewer ^{USERS  ON REQUEST}
• You can now create bundles utilising page number and bates stamping ^USERS
• We will now truncate file and folder names when creating a bundle, so the file can be easily downloaded ^USERS

Admin

• We have improved site metadata so that matter managers can now store and report on standard metadata for a site ^{SITE ADMIN}
• We have introduced Legal Tracker integration, enabling matter managers to link legal matters to HighQ sites ^{SITE ADMIN INTEGRATION}

Tasks

• You can now link sub-tasks to a task: ^USERS
• You can add multiple sub-tasks to a task; easily define status, dates, priority and the assignee for each sub-task ^USERS
• You can quickly add, view, and manage parent and child tasks from the Card or List views in the Tasks module ^USERS
• Sub-tasks are included in a task summary when it is exported to PDF or printed ^USERS

Many other improvements to the Task module apply to both tasks, sub-tasks or both:

• It is now possible to see the progress, number of attachments and comments for a task in Timeline view ^USERS
• There have been many improvements to the Tasks interface, for example, the ability to see the assignee's avatar in task windows and lists ^USERS
• The task, attachment and comment icons in the header now provide links to the relevant section in the tasks window. If the task contains any sub-tasks, the task icon shows how many sub-tasks are linked ^USERS
• The Dashboard Tasks panel includes the status of both tasks and sub-tasks ^USERS
• You can now turn off notifications for tasks and sub-tasks, based on user preferences or as a Tasks module setting ^{SITE ADMIN}
• Navigation in the Timeline view is has been enhanced with horizontal scrolling ^USERS
• Many visual design improvements to provide a cleaner and more efficient interface ^USERS

Data visualisation

• Metadata iSheet column values are now displayed under multi source data columns ^USERS
• You can now have multiple permissioned home pages within a site, and assign a default site home page to different User Groups ^{SITE ADMIN}
• Users can now search for iSheets based on the site name, as well as the title of the iSheet ^USERS
• We have introduced the option to retrieve all multi-iSheets chart data without giving users direct access to the source data ^{USERS SITE ADMIN}
• We have added the ability to customise the data value font colour and size for all charts ^{SITE ADMIN}
• The background colour of charts will now be set as clear by default ^USERS
• You can now, with permission, drill down to the source of a multi-iSheet chart ^USERS
• We have added the ability to aggregate all data from the source sites, rather than hide the data that a user might now have permission to see ^USERS

iSheets

• You can now search for file names and extensions of documents in an Attachment column ^USERS
• We have added the ability to calculate the number of days between two dates in a Calculation column including the option to exclude weekends ^{SYSTEM ADMIN USERS}  
• Conditionality rules in a Join column are applied ^{SYSTEM ADMIN}
• You use the Files module to view and manage attachments that are stored in a custom location ^USERS

AI Hub

• You can now perform Contract deviation analysis - measure differences between an executed contract and a standard contract template and view the results as a file comparison ^{SITE ADMIN USERS}
• You can now cluster documents to find related contracts and manage them as a group. ^{SITE ADMIN USERS}
• You can now select any amount of files within a folder for analysis, rather than entire folders ^{SITE ADMIN}
• Kira configuration is now stored in solution templates to help rapidly set up new sites featuring AI ^{SYSTEM ADMIN}
• The integration of folders using Kira analysis has been improved for greater consistency ^{SYSTEM ADMIN}
• Once AI Hub has submitted files for Kira analysis it does not need to upload them again if they are selected for re-analysis ^{SITE ADMIN}
• Clause-level training is now available from the Files module ^{SITE ADMIN}

Contract Express

• HighQ integrates with Contract Express, providing access to a fully-featured document automation platform from within HighQ ^INTEGRATION
• You can now set up and enable Contract Express within your instance of Collaborate ^{SYSTEM ADMIN}
• You can now add Contract Express templates to use within your Collaborate instance ^{SITE ADMIN}
• You can now create documents using a Contact Express template ^USERS

• You can now create a dashboard panel, to be used to create a document using a Contract Express template ^USERS

Publisher

• We have added the ability to pull through additional fields from Active Directory that can now be displayed in the People Directory ^{SITE ADMIN}
• You can now pre-set a site's default language, meaning any user added to that site will have the chosen language as their default language ^{SITE ADMIN}
• You can now select show tabs for medium thumbnails within a content list panel. We have also enabled pagination for medium thumbnails within a content list ^USERS
• Content reports now include additional fields, including Last edited and Include in email notification ^USERS
• We have introduced an Include in email notification prompt, to prompt users to include the content they are creating / editing to include it in the email notification ^USERS
• You now have more choices over how much content you display in your teaser content ^{SITE ADMIN}
• You can now share content through WeChat via a generated QR Code ^USERS
• We have introduced a search box when utilising metadata nodes, enabling you to quickly find the node you need ^USERS
• There is now a new Profile preferences management section, enabling you to manage the profile preferences of the users within your site ^{SITE ADMIN}
• You can now override the language within the people directory language pack ^USERS
• You can now control which metadata is shown in the advanced search ^USERS
• We have introduced new default publication templates that you can use for your publications ^{SITE ADMIN}

Search

• We have improved typical search performances so searches complete in one third of the time. Please note that performance improvements can differ, depending on the content and search ^USERS

Languages

As part of 5.4, we have introduced of 4 new languages to both Collaborate and Publisher. These include Japanese, Simplified Chinese, French Canadian and Brazilian Portuguese.

• For more information on changing your language within Collaborate, click here
• For more information on changing your language within Publisher, click here.

Applications released with Collaborate 5.4

HighQ Drive for iOS and Android

For versions 5.4.0 and higher:

• We will now show file related metadata within HighQ Drive ^USERS  
• We have introduced support for certain types of restricted sites, including IP restricted sites, 2FA secure sites, password protected sites and sites that require a user to accept terms and conditions ^USERS  
• We have introduced support for selecting multiple files and then providing the ability to perform bulk actions on these files. This includes; copying and moving multiple files from one folder / site to another, deleting multiple files, syncing and un-syncing multiple files to the local device and sharing multiple files (within My site) ^USERS  
• You can now swipe left or right on a file, to perform customisable quick actions ^USERS
• You can now provide custom names for one or more of our apps ^USERS  
• We now support displaying files and folders in grid view, and also showing the document thumbnails ^USERS
• We will now display standard share link options, to share content with other apps on the device ^USERS
• We have introduced support to show favourite files and folders, synced across devices ^USERS  
• We have introduced support for access to restricted sites from within the Apple files app (iOS only) ^USERS  

Apps and Plugins

• We will now support conditions in lookup columns for the doc auto plugin ^USERS
• We have introduced support for certain types of restricted sites to the Windows office plug-in, including IP restricted sites, 2FA secure sites, password protected sites and sites that require a user to accept terms and conditions ^USERS  
• We have introduced support for the Windows office plug-in to show favourite files and folders, synced across devices ^USERS  
• Added the ability to see sent and received email metadata through the Windows office plug-in ^USERS
• You can now switch off auto-filing within the Windows office plug-in by default ^USERS  

Delivered since 5.3.0

Below is a list of enhancements, fixes or features that have been delivered since the 5.3.0 release:

• Email: The ability to include a user's first name and last name when using email correspondence 
• Workflow: If a rule trigger is set to 'an iSheet is updated', the first column operator will now default to 'Changes to', to avoid infinite loops
• Workflow: We will now show a warning if a user pastes variables into the contents field
• Document Bundling: The Include document index check-box will be automatically checked when a user selects the include metadata checkbox
• Files: If inheritance is broken when a user changes the permissions of an individual group, a warning message is now displayed
• Files: The ability to pass the file size to the application whilst the file is being uploaded
• Files: Ability to check upload status while the file is uploaded using API
• Files: We have deprecated the legacy flash-based file viewer
• iSheet: Ability to hide view filter and draft items in site meta-data iSheet
• iSheet: Ability to get iSheet record based on date and time
• Search: The ability to display results to a user even when a minimum of 3 characters are entered into the search bar
• Terms of Use: "Terms of use" will be blank for all new instances created
• Site admin: We have introduced the ability to support multiple matter numbers for a particular site
• Site admin: The Site name will now appear in the browser title

Further reading and videos

For further information, you can also view our 5.4 videos in the knowledge centre. If you have any questions regarding the new release or your planned update to the new version, please contact the HighQ Support Team.