Overview:

This release of SmartDocs introduces a number of UX/UI enhancements, a new Title Pages feature, and an AI Editing Assistant to streamline your document creation process. Additionally, we’ve improved Regulations Diffing in the Regulations Module for easier version comparison.

What's New

1. UX/UI Updates

Significant improvements have been made the UX/UI of the system, including:

• Updated screens for All Documents, Manage Document, My Actions, Action Tracking and Late Readers for improved clarity and more direct paths to key interactions.

• Users can now select multiple filter conditions for most list screens.

• Updated routing and breadcrumbs so that users can more easily navigate between screens and use the browser’s back button.

• The system will now warn the user before navigating away from unsaved pages to prevent losing unsaved work.

2. Title Pages

Users can now create a document title page by selecting the “Insert Title Page” button from the top-bar menu. Currently, users have the option to add a logo, document title, author, and date. Future updates will expand the title page capabilities with additional formatting options, extra fields, and the ability to use metadata variables (e.g., document name) to populate the title page automatically.

3. AI Editing Assistant

Users can now access an in-editor AI assistant to help create and refine their documents. By selecting the AI Agent button in the bottom-right corner of the editor, an agent interface opens in the side panel. This interface allows users to ask questions about the document's content or generate content. When required, the AI Assistant consults the Regulations Agent to gather information from the Regulations Module. Users can manage multiple conversations, switch between them via tabs at the top of the AI interface, and review previous exchanges in the conversation history.

Bug Fixes & Improvements

• The PDF import file size limit has been increased to 50MB from 10MB.

• Users can now filter the All Documents screen by tag as intended.

• Optimized the fetching of editor headers to improve performance.

• Folder name validation is now case-insensitive to prevent duplicates.

• Implemented a fallback mechanism for cases where the cache is inoperable.

• Manual page breaks, lists, and image captions now render correctly in PDF exports.

• Fixed a bug that prevented AI templates from populating in the editor.

• Removed non-functional “Create” button from My Actions and Action Tracking screens.

• Removed “AI Smart Doc” from the options when creating a new document version.

• The heading level selector now correctly reflects the selected content in the editor.

• Comments are now specific to each document version.

• The “Delete Document” action in the right-click context menu now functions correctly.

• The “Go to Target” button in Change Requests no longer causes an error.

• URL links now work as expected in both the SmartDocs editor and Change Request rich text editor.

• Users can no longer create chapters inside tables.

• Comments in the editor are now correctly resolved upon publishing.

• Comments and highlighting now function correctly in the editor.

• Highlighting now functions correctly in the reader view.

• Document numbers are now required to be unique.

• A processing status is now displayed during document import.

• Fixed an issue where heading levels were not populated correctly during document import.

• Fixed the Status filter on Actions screens.

• Added a confirmation modal when deleting a user.

• The system now automatically inserts a line after images, tables, and dynamic tables of contents to allow further content insertion.

• Heading levels no longer revert to paragraph text when cut and pasted.

• Users can now delete documents without retention periods as intended.

• Users can no longer edit documents that have been withdrawn.

• Fixed an error that caused R&A actions to reference outdated document versions.

• Users can now navigate directly to documents from the My Actions screen.

• AI Agent now terminates background processes after 30 minutes of inactivity.

• The document viewer now displays metadata for the currently viewed version, not just the published version.

• Removed references to unsupported file types (JPG, PNG) from file upload screens.

• The “Help” button in the top bar now links to the correct support URL.

• The system now provides user feedback when an invalid URL is entered.

• Fixed a bug that disrupted the document ingestion workflow.

• Fixed an issue where data failed to render on initial load, resulting in empty states across multiple pages.

• Images can now be left or right aligned.

• The system now warns the user when they input an invalid hyperlink.

• The document ingestion flow now allows users to submit a document without reviewing all pages.

• The document ingestion progress bar now appears more quickly after triggering the import.

• Pasted content will now retain the copied heading level structure.

• Fixed an error which prevented access the Change Request details screen.

• The document editor and reader sidebars now scroll as required for the user to view the entire document structure.

End-User Impacts

• AI Document Ingestion temporarily does not support image extraction while we update the feature to leverage Mistral OCR.

• Heading level formatting of content from the AI Editing Assistant interface is currently not being retained when pasted into the editor. This is a known issue and will be resolved in our next release.

Support Impacts

• No support impacts in this release.

Notes

• No notes for this release.

Contact

Aaron Stryd, Product Manager - aaron.stryd@TrustFlight.com

TrustFlight Helpdesk