Patch 22.5.2 - Core System: Contract Insight

The Core System provides Contract Insight’s core components and functionality for full lifecycle management of your organization’s contracts and committals.

CORE SYSTEM
NEW FEATURES

NEW FEATURE: VISDOM Basic Now Powered by Mistral AI
Reference #: 250926.1222.14965

We’ve enhanced VISDOM Basic to use Mistral AI by default, eliminating the need for additional configuration. This update ensures that clients can begin using VISDOM immediately—without setup—while still benefiting from powerful AI capabilities.

What’s New:

• VISDOM Basic now runs on Mistral AI, streamlining access to intelligent features without requiring configuration of VISDOM.
• All core VISDOM functions are supported in both VISDOM+ (OpenAI) and VISDOM Basic (Mistral) modes.
• VISDOM Basic now uses an updated drag and drop screen to add records into the system. This screen is the same as the one VISDOM+ uses, but is powered by Mistral instead of OpenAI. Users can expect a much cleaner look and feel to the drag and drop process.

Key Features Available in VISDOM Basic:

• Transfer Text: Summarize, rewrite, and translate content from fields or the Clause Library.
• Chatbot Assistance: Ask the chatbot to generate clauses or provide guidance using Mistral-powered responses.
• History Page: Review past interactions and outputs.
• Web Search Agent: Perform online searches directly from the chatbot (limited to 10 free searches per client per month).

Enhanced Reporting:

• The VISDOM Usage Dashboard now tracks Mistral usage separately from OpenAI.
• In VISDOM Basic mode:  
  • Usage stats reflect only Mistral activity.
  • Web search usage is tracked with a clear monthly limit display (e.g., “6 out of 10 searches used”).

NEW FEATURE: VISDOM Field Automation Framework
Reference #: 250926.1278.14714

We’ve introduced a powerful new enhancement to VISDOM that simplifies data entry by reducing the need for manual setup and training.

What’s New:

Field Automation Framework

VISDOM now includes an intelligent automation engine that can auto-fill fields and provide smart recommendations—making contract creation and record management faster and easier.

Key Features:

• Auto-Filling Engine:
  Automatically suggests and populates field values based on the document text extraction.
• Conditional Logic Support:
  Smart suggestions adapt based on field relationships (e.g., “If Field A = X, then suggest Y for Field B”).
• Fallback Logic:
  If no AI-generated suggestions are available, the system defaults to pre-configured algorithms to ensure continuity.

This enhancement delivers a more intuitive and modern experience, helping clients get started with VISDOM faster.

NEW FEATURE: Disable VISDOM 
Reference #: 250926.1222.9335

A new setting has been added to the General System Configuration group that allows administrators to disable all VISDOM functionality. When enabled, this setting removes access to VISDOM features and disconnects VISDOM Web Services. The configuration can be found by going to: Application Configuration > Config Settings > General System > General

To restore VISDOM functionality, the setting can be reverted and the Web Services reauthorized.

CORE SYSTEM
ENHANCEMENTS

ENHANCEMENT:  New Configuration: Scheduler Email Format for Enhanced Reports 
Reference #: 250926.1092.15297

A new configuration setting has been added to control how enhanced reports are sent via the scheduler. Previously, clients attempted to use the existing "Use Ad-Hoc Legacy Report Export All" setting to achieve this, but it did not apply to scheduled emails. 

With this new setting enabled, scheduled emails will now send enhanced reports in the same format as standard report exports—making them easier to read and consistent with manual exports. 

ENHANCEMENT:  Date Format Option Added to Document Templates 
Reference #: 250926.345.7726

Clients can now choose an alternate format for date fields in Document Templates. In addition to the existing options, a new format is available:
Day Month Year (e.g., 17 December 2024). 

This gives users more flexibility when customizing how dates appear in merged documents. 

ENHANCEMENT:  New Option to Create Contract and Add to Hierarchy 
Reference #: 250926.1286.7622

We’ve added a new feature to streamline contract creation for clients who prefer using hierarchies over linked records. 

Previously, users could only select “Create New Contract and Link” from the side action menu. Now, a new option—“Create New Contract and Add to Hierarchy”—is available. 

With this enhancement: 

• Users can initiate contract creation directly from the hierarchy workflow. 

• Selecting this option takes users to the Link Record to Hierarchy page, where they can choose the desired relationship. 

• After selecting the hierarchy, users are guided to the Add Contract page to complete the record. 

• Once saved, the contract is automatically added to the selected hierarchy. 

This update simplifies the process and reduces steps for clients who rely heavily on hierarchical contract structures. 

ENHANCEMENT:  VISDOM Chatbot Phase 2: Ask Database-related Questions Using Natural Language 
Reference #: 250926.1086.4088

Users can now ask database-related questions using everyday language. The chatbot will respond to questions that can be answered based on existing data. 

Examples of supported queries: 

• How many contracts are expiring this month? 

• What contracts were signed in 2024? 

• How many contracts are currently in the system? 

• What contracts are my sales team on track to close this quarter? 

• What is our highest value consulting agreement signed in 2023? 

Additional Notes: 

• Supports both out of the box and user-defined fields 

• Query access is permission-based 

CORE SYSTEM
RESOLUTIONS

RESOLUTION:  Data Import Manager - License Type and System Admin Field Alignment
Reference #: 250926.1157.14346

We’ve resolved an issue in the Data Import Manager related to employee license assignment: 

• Employees imported without a license will now automatically be assigned an Admin license, ensuring they have appropriate access. 

• If an employee is flagged as SysAdmin, they will be assigned the Admin license by default, regardless of any other license type selected during import. 

• To maintain system integrity, SysAdmin rights can now only be granted to users with an Admin license. This prevents unintended elevation of access for non-Admin roles. 

RESOLUTION:   Translate Dropdown Positioning
Reference #: 250926.1222.18340

We’ve resolved an issue where the Translate dropdown menu in the header would shift position when users scrolled the page. The dropdown now remains anchored to the Translate button in the header, providing a stable and consistent user experience. This fix improves usability and ensures smoother interaction with language settings.

RESOLUTION:  Product Service Code Field Availability in Reporting 
Reference #: 250926.1288.18610

We’ve resolved an issue where users were unable to select the Product Service Code field when configuring reports using the Vendor Product Service Code as the primary tab. The Product Service Code field, along with its linked fields, is now fully selectable and available for use in report configurations.

RESOLUTION:  Contract Amount Formatting in Notification Templates 
Reference #: 250926.1291.18743

We’ve resolved an issue where the Contract Amount value displayed differently in Notification Templates compared to the Core Site. The Contract Amount now displays in a consistent format across both the Core Site and Notification Templates, ensuring clarity and alignment in financial communications.

RESOLUTION:  Language Field Update via Data Importer Tool 
Reference #: 250926.1250.15533

We’ve resolved an issue where updating the Language field for employees using the Data Importer Tool could cause the employee record to become inaccessible. This fix ensures that language updates can now be performed in bulk without impacting access to employee records.

RESOLUTION:  Email Recipients Display When Replying to One-Off Emails
Reference #: 250926.1259.16289

We’ve addressed an issue where replying to one-off contract emails caused the sender’s own email address to appear in the “To” field, while other recipients seemed to disappear. Although those recipients were still receiving the emails, the visual change created confusion. This has now been corrected, and replies will clearly show all intended recipients as expected.

RESOLUTION:  Mergeable Clause Formatting 
Reference #: 250926.1157.16811

An issue was identified where Mergeable Clauses did not retain their formatting when merged into a document, even when the “Keep Clause Formatting” option was selected. 

This has now been resolved: 

• Mergeable Clauses will correctly retain their formatting when merged, as expected. 

• The “Keep Clause Formatting” setting now functions reliably, ensuring consistent document presentation. 

RESOLUTION:  Top Down Content Style Display Issue
Reference #: 250926.386.17031

An issue was identified with the Layout Theme & Style functionality where the Top Down setting for the Details Screen caused text to appear with inconsistent spacing and formatting. This has now been resolved. The Top Down theme displays content as expected, with clean and consistent layout styling.

RESOLUTION:  Mergeable Fields in Excel Document Templates
Reference #: 250926.1092.17258

We’ve addressed an issue where Mergeable Fields were not populating correctly in document templates that used Excel (.xlsx) files. 

• A fix has been applied to ensure that Mergeable Fields now populate as expected in all supported Excel templates. 

• This update restores full functionality for clients using Excel-based templates in their document workflows. 

RESOLUTION:  Record Edit Permission Handling When Replying to Emails
Reference #: 250926.1259.17447

An issue was identified where the SendGrid API configuration page did not properly respect user permissions when replying to emails.

Specifically, users with Record Edit permissions were not being correctly recognized, which could prevent replies from being inserted into the associated record.
This has been resolved, and the system now accurately evaluates user permissions, ensuring that replies are properly processed and recorded when permission requirements are met.

RESOLUTION:  Entity Management
Reference #: 250926.1288.17621

We’ve addressed a usability issue where users could select Entities within the Department setup but were unable to manage them directly. The Entities page is now accessible under the Master Reference Data section, allowing users to view and manage Entities as needed.

RESOLUTION:  Font Consistency in Merged Document Templates
Reference #: 250926.1157.17670

We’ve resolved an issue where merged placeholder fields in document templates were not retaining the correct font formatting. Mergeable field placeholders now merge into documents using the font set in the placeholder, ensuring consistent styling and presentation. This fix improves the visual accuracy of generated documents and helps maintain formatting standards across templates. 

RESOLUTION:  Saved Link Deletion
Reference #: 250926.1287.17893

We’ve resolved an issue that was preventing users from deleting links saved under My > Links. Previously, the delete button was not appearing when a saved link was present, making it impossible to remove the link. This has now been corrected.

With this update, the delete button and header text will appear whenever a saved link is present. If no saved links exist, the delete option will remain hidden as expected. 

RESOLUTION:  Attachments Visibility in Files and Attachments Table
Reference #: 250926.1286.17932

We’ve resolved an issue where attachments were occasionally not displaying correctly in the Files & Attachments table after logging out from a separate folder. The system now reliably shows the correct attachments in each folder when users log out and log back into a record. This fix ensures consistent visibility of attachments across sessions, improving user confidence and workflow continuity. 

RESOLUTION:  Contract Linking Search Fix 
Reference #: 250926.1288.18768

We’ve resolved an issue that was preventing users from linking contract records using certain search criteria. Previously, attempting to search by Contract ID or Contract Title resulted in an error, while searching by Contract Type worked as expected. With this update users can now successfully search and link contracts using Contract ID, Contract Title, or Contract Type.

RESOLUTION:  Checkbox Default Value Display 
Reference #: 250926.1286.18964

We’ve resolved an issue where default values for checkbox fields were not correctly populating during Record Add or within the Find/Search Grids. The default value functionality has been strengthened to ensure checkbox fields now display as expected in both areas.

RESOLUTION:  Missing Reporting Option for Request Tasks 
Reference #: 250926.337.19750

We’ve resolved an issue where the “Request Tasks Summary (DB View)” option was missing from ad-hoc reporting. This view, similar to the existing one for Contract Tasks, allows users to generate broader reports on Request Tasks and their related details. With this fix, the reporting experience is now consistent across both Contracts and Requests.