--- title: "Update 26.2.0 (Rev 261016) - High Level Summary" slug: "update-2620-rev261016-high-level-summary" updated: 2026-10-21T21:27:50Z published: 2026-10-28T16:47:30Z canonical: "wiki.cobblestonesoftware.com/update-2620-rev261016-high-level-summary" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Update 26.2.0 (Rev 261016) - High Level Summary ## Contract Insight 26.2.0 Rev 261016 Release Notes Summary This document provides a high-level synopsis of the new features, enhancements, and resolutions included in Contract Insight Version 26.2.0 (Rev 261016). It is not a substitute for the full release notes. For complete details, configuration steps, and important considerations, please [review the official release notes in their entirety](/v1/docs/update-overview-2620-rev261016). --- ### Core System [*Core System Release Notes*](/v1/docs/update-2620-rev261016-core-system-contract-insight) **New Features:** - CobbleStone Marketplace for Sharing Configurations Between Systems: Administrators can browse and install ready-made configurations, such as workflows, ad-hoc reports, and field setups, from a new Marketplace under Administration. - AI-Assisted Intake Agent for Creating Contract Records: AI reads incoming files and requests, fills in the contract record, flags risks, and asks only for what's missing. - Launchpad Setup Agent for Faster System Implementation: Turns a customer's existing data into a reviewable, import-ready setup package for new or re-implementing systems. - Salesforce Connector for Syncing Records With Salesforce: Map fields and sync records between Contract Insight and Salesforce, on a schedule or one record at a time. **Enhancements:** - Contract Financials Redesigned as a Standard Sub-Table With Summary Fields: Contract Financials now live in a standard sub-table on the contract, with summary totals. - Configurable Columns and Sort Order for Sub-Table Grids and Main Lists: Administrators choose sub-table columns and default sort order, and users can adjust their own view. - Add, Rename, and Delete Roles From Role Administration: Administrators can create, rename, and delete roles; roles in use are protected from deletion. - Save Option Added to the Unsaved Changes Prompt: The unsaved changes prompt now offers Cancel, Don't Save, and Save. - Launchpad Reads Customer Files and Contract Lists Into System Setup: Launchpad reads customer spreadsheets, agreements, and contract lists to suggest setup items and create records. - Additional Employees, Departments, and Locations Available on Requests: Requests now support additional employees, departments, and locations, with matching access and email notifications. - Intake Agent Creates Records Automatically and Holds Only Exceptions for Review: The Intake Agent now creates records on its own and holds only the documents that need a person's decision. - New Agent Studio for Managing AI Agents in One Place: One screen to monitor, configure, and track reported issues for every AI agent. - New Pending Requests View on the Requests List: A new view on the Requests list shows only requests still waiting on a decision. **Resolutions:** - Multi-Select Dropdown Values Not Available When Adding Records: Multi-select dropdowns now show their values when adding a record. - Rate This Company Not Opening the Score Card Form on Vendor Records: Rate This Company now opens the Add new Score Card form. - Attachments Without a File Extension Unable to Be Downloaded or Edited: Files saved without an extension now download correctly and can be edited. - Guided Tutorials Not Following Tab Changes on Record Screens: Each record tab now has its own guided tutorials. - Financials Option Missing From the Contract Actions Menu: Financials is back in the contract Actions menu when turned on. - Ad-Hoc Report Docks Missing From Converted Standard Dashboards: Converted Standard Dashboards show their ad-hoc reports again. - System Administrators Unable to Edit Tiles on System Dashboards: System administrators can add, edit, delete, and drag to reorder system dashboard tiles. - Dashboard Shortcut Buttons and Menu Links Showing Page Not Found After Upgrade: Upgraded dashboard shortcuts and menu links open the correct screens again. - Unclear Message When Users Without Edit Access Open Contract Files: Users without edit access now get a clear message, and Prevent Downloading blocks all download paths. - New Request Notification Emails Not Sent When Requests Are Created: Creating a request sends the new request email again, and request emails now match the previous version. - Dates Not Following Each User’s Regional Setting: Dates follow each user's Regional Setting everywhere in the system. - Task Reminder Emails Not Following Their Scheduled Intervals or Correct Layouts: Each task reminder runs on its own schedule and uses its own email layout. - Scheduled Emails Showing ID Numbers and Not Reaching All Recipients: Scheduled emails show names instead of IDs, copy the system CC, and skip invalid addresses. - Multi-Select Field Selections Not Displaying or Saving on Record Details: Multi-select selections now display and save correctly on records. - Hidden Fields Appearing as Columns in Sub-Table Grids: Hidden and invisible fields no longer appear as sub-table grid columns. - Users Seeing Unassigned System Dashboards in Their Dashboard List: Users see only dashboards assigned to them, plus the Standard dashboard. - Role Member Count Including Deleted Employees: Role member counts now exclude deleted employees. - Copy This Contract Ignoring Field Mappings When Legacy Copy Is Turned Off: With Legacy Copy turned off, Copy this Contract uses the field mappings. - All User-Defined Subtables Section Repeating Sub-Tables Shown Elsewhere: Sub-tables with their own section no longer repeat in the All User-Defined Subtables section. - Calculated Link Fields Showing Raw Code in Sub-Tables and Contact Links Not Opening: Calculated link fields are clickable in sub-tables, and contact links open the contact record. - Clause Numbering Restarting in Generated Documents and Breaking Cross-References: Numbering continues across inserted clauses, so cross-references point to the right sections. - Mergeable Clauses Missing From Documents Generated by Workflows: Workflow-generated documents now include their mergeable clauses. - Generated Documents Not Applying Template Word Protection Settings: Generated documents apply the template's Track Changes or read-only protection. - Workflow IDs Missing, Conditions Displaying Incorrectly, and New Tasks Not Appearing Right Away: The Workflows list shows IDs again, conditions display as saved, and new tasks appear right away. - Dropdown Fields Unable to Be Changed When Editing Contracts: Dropdown fields load their choices reliably when editing contracts. - VISDOM Clause Replacement Editing the Wrong Clause and Edits Not Carried Into the New Record: Clause replacement edits only the right clause, reports when nothing changed, and saves edits to the new record. --- ### Document Collaboration & E-Signature [*Document Collaboration & E-Signature Release Notes*](/v1/docs/update-2620-rev261016-module-document-collaboration-e-signature) **Resolutions:** - New Process Owner View on My Assignments for Approval and Signature Processes: A new Process owner view lists approval and signature processes a user started or is notified on. --- ### E-Sourcing/Procurement Management [*E-Sourcing/Procurement Management Release Notes*](/v1/docs/update-2620-rev261016-module-e-sourcing-procurement-management) **Resolutions:** - Rating and Scoring and Request Line Items Unable to Be Added or Edited: Ratings, scores, and request line items can be added and edited like other sub-tables. --- ### Purchase Order Management [*Purchase Order Management Release Notes*](/v1/docs/update-2620-rev261016-module-purchase-order-management) **Resolutions:** - Purchase Order Fulfill All Not Updating and Placed Order Line Items Still Editable: Fulfill All updates the screen immediately, and placed orders lock their line items. ---