New Features

• Folder management permissions in custom roles - Admins can now grant create, update, and delete folder permissions with custom roles.

• Horizon bulk actions on intake pages - Added bulk actions on intake request and intake form pages to manage changes to multiple intake requests at once.

• **HORIZON** Copilot document Q&A with attachments - Upload documents for Copilot Q&A without creating a new document first.

Improvements

• **HORIZON** Document builder shows party names - Party names now appear in the Parties field during document creation to reduce ambiguity.

• **HORIZON** Copilot success messages include consistent document links - Copilot now shows a consistent success message and document link after creating documents.

• **HORIZON** Copilot follows clearer boundaries in conversations - Improved Copilot guidance to stay within expected document and workflow contexts.

• **HORIZON** Chat history labels and refresh behavior - Updated chat history labeling and improved the recents list refresh when creating new chats.

• **HORIZON** Tooltips and badge wording updated - Refined tooltip content and updated the Create badge wording for a more consistent experience.

Bug Fixes

• **HORIZON** Copilot avoids blank responses during multi-document creation - Resolved cases where Copilot could return an empty message or error while creating multiple documents.

• **HORIZON** Copilot report links and dates display reliably - Report links shared from Copilot now point to the correct destination, and relative date phrases display reliably..

• DOCX import and export preserves formatting better - Fixed issues with table of contents page numbers and bullet formatting when importing or exporting DOCX documents.

• Document creation errors show clearer messages - Fixed an issue where a generic error message could appear during document creation.

• Deadlines views render correctly with long names - Fixed display issues when creating deadline views that include users with long names.

• Audit panel and task titles display correctly in French - Resolved display issues in the audit panel and task-related placeholders when using French localization.

• **HORIZON** Create mode does not persist unexpectedly - Fixed a case where document builder Create mode could persist in chat between sessions.

• **HORIZON** Deadlines filtering behaves as expected - Adjusted deadlines filtering behavior in Horizon to better match user expectations.

• **HORIZON** Column sorting works as expected - Fixed sorting for the “Signed on” column in Horizon.

• Workflow actions handle multiple approval steps - Improved handling of multiple workflow actions when processing approval-related requests.

• Invitation and SSO sign-in flows are more reliable - Fixed issues responding to invitations, signing in via SSO, and updating emails tied to older invitations.