Release Notes for 2026-04.4

Improvements and Enhancements

Compose Email — italic text rendering

We've fixed the Compose Email editor so that italicised copy now displays correctly while you type and preview your message. Italics also render properly when combined with bold, underline or strikethrough, so the formatting you apply in the dashboard matches what your recipient will see.

Document tags are now optional when generating documents

Tags are no longer required when generating a document — the tag field on document generation forms is now optional, so you can complete generation without being forced to assign a tag, and tags can still be added or amended later in the usual way. Existing tag-driven workflows and automations continue to behave exactly as before.

Tags applied to email attachments via the API

When emails are submitted to Claims Automation via the API, the tag list provided for each document attachment is now applied to the resulting document on the claim. Previously these tags were not honoured for attachments arriving over the API, so categorising inbound documents at the point of ingestion now works without a follow-up tagging step in the dashboard.

TIFF document viewing

Documents stored in TIFF format (commonly used for scanned correspondence and faxes) can now be opened directly in the document viewer alongside the existing supported file types — there is no need to download the file to review it. If a TIFF file is corrupt or cannot be rendered, a clear message is now shown rather than a blank viewer, so users know to source a replacement copy.

Textarea layout improvements

We've improved the appearance and behaviour of multi-line text fields used across the dashboard, for example on claim attributes and case settings. Longer text fields now display more rows by default so more of your text is visible without scrolling, read-only fields share the same styling as editable ones for a more consistent look, and resizing on enabled fields now works correctly.

'Edit Contact' removed from Search and Contact list

The 'Edit Contact' button has been removed from the Search results and the Contact list. Editing a contact's details is still available from the contact's own page via 'Edit Details', so no functionality has been removed — this change tidies up the list views and avoids accidental edits from search.

Indexing, Pagination and Chronology workflow

For customers using our intelligent document workflows, a new 'Indexing, Pagination and Chronology' option is available. When this workflow is selected, both the paginated PDF and a chronology document are produced and attached to the claim in a single run, rather than needing to run pagination and chronology generation separately. This is configured per company by your Customer Success representative.

Bug Fixes

• Document file names not displaying: Resolved an issue where document file names could be replaced with … on certain screen sizes due to the file-type icon being absorbed into the truncated text. File names now display reliably across the Documents Panel.
• Case Settings page: Fixed intermittent errors on the Case Settings page where child panels (tags, document types, document templates, claim statuses, time recording, task templates and task plans) could attempt to load before the case was ready.

Info and Feedback

If you would like further information on these updates or have feedback to share, please reach out to your Customer Success representative.