July 2026 Release Notes

July 6, 2026 – July 10, 2026

DataBridge

• The new VW_DATABRIDGE_NOTES_DATA_V4 view includes everything from V3 plus a new IS_PINNED_TO_PROJECT column, showing whether a note is pinned to its project. V1 through V3 remain available and unchanged for existing consumers.

Documents

• Users no longer need Org Admin access to use Mass DocGen. The Advanced permission alone is now enough.
• AI Doc Review now appears as an action in the audit report.

FVDA & Outlaw

• Templates now include an option to “lock” specific sections. This lock carries over to any documents created from that template. Firms can determine which users have permission to lock sections, and which users can override those locks at the document level.

Lead Docket

• LOIS in Lead Docket now automatically OCRs all documents in a lead, allowing it to generate document summaries in addition to its existing lead-level Q&A. New uploads are OCR'd automatically, and documents in existing leads are processed the next time a user opens that lead.
• Users can view the AI document summary, when available, from the document’s vertical ellipsis ⋮ menu.