AI-Driven Repository
Reports: Parent Pramata Number Filter
RELEASE DATE: DECEMBER 15
When you need to review all amendments related to a Master Agreement or assess a customer's entire contract portfolio, select the “Parent Pramata Number” filter in Reporting to scope your report to all contracts in a family.
AI Design Studio
LLM Upgrade: Haiku 4.5 and Enhanced Model Portfolio
RELEASE DATE: NOVEMBER 6
All AI features now run faster with optimized model assignments. Routine operations use Haiku 4.5 for speed, complex analysis leverages Sonnet 4.5 for deep reasoning, and document extraction runs on specialized Digitization LLMs—giving you better performance across clause tagging, reports, and playbook creation.
What's New
- Platform-Wide Haiku 4.5 Upgrade: All standard LLMs upgraded to Claude Haiku 4.5 for improved speed and accuracy across AI-powered features.
- Deep Reasoning with Sonnet 4.5: Updated to Claude Sonnet 4.5 for enhanced analysis of complex, multi-document workflows and sophisticated playbook creation.
- Specialized Digitization LLM: Purpose-built model optimized for Insights delivers superior performance for data extraction and metadata capture.
- Smart Agent Assignments: All Agents and digitization workflows automatically use the most appropriate model for their task.
New Agent Mode: DOCUMENT FAMILY MODE
RELEASE DATE: NOVEMBER 17
Analyze document families as unified units with the new DOC-FAMILY-AT-A-TIME Agent Mode in your Agents. Process related contracts together, including amendments and cross-account relationships, to understand how terms evolve within a family. If your Agents are analyzing an entire account, running your Agents in this new mode will yield more accurate results because it will process each Document Family as a unit and then move to the next Document Family, etc.
What's New
-
Agent Mode - Select DOC-FAMILY-AT-A-TIME from the Agent Mode dropdown in Agent Builder to process document families as cohesive units.
-
Family-Scoped Analysis - Reports now include all contracts within a selected document family, respecting internal relationships and cross-account references where applicable.
-
Smart Guidance - A new warning message in AI Assist reminds you to select the appropriate document family to ensure accurate results and avoid hallucinations.
-
Info Tooltips - Clarifying icons in Agent Builder explain the differences between all Agent Modes.
AI Assist: Expanded Context Window
RELEASE DATE: OCTOBER 23
AI Assist now supports up to 175 pages in Full Text Mode, up from 100 pages, letting you analyze larger document sets.
Contract Lifecycle Management
Reopen Closed Requests with Linked Documents
RELEASE DATE: DECEMBER 15
Fix document mistakes and manage post-closure changes without creating duplicate requests. Reopen any closed contract request—even when signed agreements are already attached—to correct accidentally uploaded files, add documents for additional approvals, or make necessary adjustments, all within the original request for clean audit trails.
What's New
-
Reopening Works on All Closed Requests - No longer disabled when documents are linked or eSignatures are attached (previously locked after signing).
-
Flexible Document Management - Delink existing documents, upload new ones, or link contracts from the repository within a single request lifecycle.
-
Required Reason & Status Selection - Select reopening reason and target status for clear audit trails and proper workflow management.
Delete Comments Feature Added
RELEASE DATE: NOVEMBER 17
Comment authors and Assignees can now delete comments to correct errors, remove outdated information, or moderate inappropriate content. Replies are preserved and parent comments show a deleted placeholder when replies exist. Approval-linked comments cannot be deleted.
AI Negotiator for MS Word
Enhanced Contract Request Linking by Account
RELEASE DATE: DECEMBER 15
If you don’t know the Contract Request Number to link your document to, no problem! Now you can connect AI Negotiator to a Contract Request by doing a search on “Account Name” inside of Analysis Settings. The search results will display all requests associated with that account so you can find and select the right one!
Issues Fixed
| Issue | Fix |
| AI Driven Repository | |
| Document Summary: Contract Term and Renewal key term is not visible when viewing clause-level contract details. | Contract Term and Renewal key term is now visible in clause-level detail view. |
| Templates: After uploading a new template, users get a "no tags found" error message when trying to manage conditions and mapping, even though tags are present in the template. | The system now displays a helpful message "Field mappings cannot be loaded at this moment due to system activity. Please try again in a few minutes" |
| AI Assist: Manually selecting individual document families required navigating through hierarchies for batch operations. | Three-click pattern now efficiently selects parent documents, includes all children, and clears selection in a single workflow. |
| AI Design Studio | |
| AI Assist: Warning message shows incorrect page count conflicting with the progress bar's validation. | Update the warning message to display the correct threshold of 175 pages. |
| The {{AMENDMENT}} variable applies special filtering that excludes stand-alone amendments and amendment family documents, preventing users from reviewing all relevant contracts during AI analysis. | Remove the special filtering logic from the {{AMENDMENT}} variable to ensure users can review all relevant contracts including stand-alone amendments and amendment family documents when performing AI analysis. |
| AI Assist: Document titles are truncated and column width cannot be adjusted. | Enable resizable columns and add tooltips to display full document names on hover. |
| Contract Lifecycle Management | |
| Open Requests: Contract requests disappear and become inaccessible when users attempt to open or comment on them. | When the associated company group is deleted, set its ID in the audit trail to nil (unassigned) so the contract request remains accessible. |
| When navigating to the second page of the request form, the page fails to scroll to the top and instead displays content from the middle of the page. | Implement scroll-to-top functionality when switching between request form pages. |
| File attachment in the contract request form fails with an error due to unsupported characters in the filename. | Automatically replace unsupported filename characters with underscores to prevent future errors. |
| Templates: Templates are not loading as expected and preventing file uploads. | Synchronized database and file storage to resolve the mismatch causing upload failures. |
| When users updated any contract request field using Edit Form Responses, the system unexpectedly cleared the counterparty field, forcing them to re-enter it. | Updated the system to properly preserve the counterparty field during edits by changing how data is sent and received, and removing any duplicate entries. |
| Settings: Automation timestamps were showing incorrect user names and dates when rule changes occurred. | Corrected the timestamp logic so that rule modification dates accurately reflect when changes were actually made, ensuring the audit trail displays the correct user and date information. |
| The Contract Request form displays a blank page when attempting to create a new request. | Hide the condition settings on the first page pane to ensure the form always displays correctly when creating a new contract request. |
| Queue: Unable to edit and save form responses; Contract Request Type field is missing from the form. | Update the form to correctly display all fields and allow changes to be saved properly. |
| Contract requests revert to "Hold" status instead of "Closed" after Adobe signing, despite being in the "Closed Contract Requests" tab. | Ensure each workflow status has a unique API reference so contract requests properly transition to "Closed" upon completion of Adobe signing. |
| Column drag-and-drop functionality is not working in the Contract Request Queue view. | Enable column reordering in the Contract Request module to restore drag-and-drop capability. |
| Salesforce Contract Request: Template does not autogenerate when conditions are set on select box. | Ensure select box values from URL pre-population are formatted correctly to match the template's expected data structure for auto generation. |
| AI Negotiator for MS Word | |
| Diff Compare: Unable to identify specific sections when comparing contracts because paragraph headers and numbers are missing from attached documents. | Paragraph headers and numbers are now included in attached documents, making it easy for users to pinpoint exactly which sections differ during comparison. |
| Redline does not work when there is a large deleted block in the paragraph. | Removed the limit on how much deleted text the system can track and display. |
| The Preferred Guidelines tooltip text is cut off and not fully visible when users hover over it. | Adjust the tooltip container width and overflow settings to display all content without truncation. |