September 2026 Release Notes

September 28, 2026 – October 2, 2026

DataBridge

• DataBridge has a new view: VW_DATABRIDGE_PROJECT_USER_ROLES_V1. This view includes the Org role each user holds on each project, resolved through team membership, with project-level role overrides applied and users revoked on a project excluded. Columns are TENANT_ID, ORG_ID, PROJECT_ID, USER_ID, ORG_ROLE_ID and ORG_ROLE_NAME. 
  Note: a user who reaches a project only as an Org or tenant admin holds no team role and does not appear.

September 21, 2026 – September 25, 2026

LOIS

• LOIS for Outlook: Draft and reply to emails with LOIS right from your inbox, without leaving Outlook. Learn more.
• LOIS for Filevine: Instead of navigating to a separate site to use LOIS Console, get the full LOIS experience in a side panel right next to your project details. Learn more.

September 14, 2026 – September 18, 2026

LOIS Workflows

• Workflow variables now sit under a single "Variables" section, expanded by default, instead of being listed individually as raw expressions alongside step names. Saved expressions are unchanged.
• Opening step execution details from job history or a test run now lands on the Output of the most recent attempt rather than the step definition.
• Fix: Nested variable expressions were being rejected in the editor. An expression with one {{ }} inside another would save cleanly and then silently never update the variable at run time, which is what broke arithmetic on a variable inside a loop. The editor now flags it as invalid so it surfaces while building.

LOIS

• In the LOIS Console, users can now cancel their prompts after submission by clicking the stop icon in the chat box. 

FVDA

• Fix: File names no longer drop periods during .docx export. Downloaded contract file names now match the document name exactly, including periods that appear in the deal name.
• Fix: Exporting to .docx no longer produces files that Word occasionally flagged as damaged and prompted to repair on open—the issue affected only certain templates.
• Fix: The Page Size selection in the export dialog now applies to .docx exports—choosing Letter or Legal previously had no effect.

September 7, 2026 – September 11, 2026

Client Portal

• As an alternative to email or SMS, Vinesign can now deliver signed documents via the Client Portal. Once all parties have signed, the completed document arrives as a portal message and is saved to the portal’s Documents section. Learn more.

FVDA

• A new Legal page size option is available in theme settings alongside Letter, and applies to exported .docx and .pdf documents.
• Fix: Links followed by punctuation now open correctly.
• Fix: Addresses are now consistently available for use in conditional logic, resolving cases where some addresses were previously missing.
• Fix: Renamed table columns now stay linked to their calculated variables, so authors no longer need to track down and re-link references by hand.
• Fix: The new “Country” field from contacts now pulls into documents correctly instead of saving as blank.
• Fix: Configuration pre-filters now correctly recognize Filevine's "Unknown" default dropdown value, so conditional logic based on it triggers as expected.
• Fix: Collection selector pop-ups now show all matching data when a pre-filter finds no matches, and automatically add the filtered field as a visible column.

Platform MCP

• Firms can now connect Claude to Filevine, allowing it to work within Filevine as the signed-in user with that user's own permissions. Reach out to your Filevine representative to learn more.

LOIS Workflows

• The job log filters now accept a time alongside the date, so narrowing a busy day's run history to a specific window no longer means paging through every job for that day.
• The Workflows grid status and Job History grid completion status now render as colored pills rather than neutral boxes, making Completed, Failed and In Progress distinguishable at a glance.

DataBridge / Reporting

• Fix: VW_DATABRIDGE_PROJECT_CAN_ACCESS_V1 now reliably returns TENANT_ID as an upper-case VARCHAR. An upstream permissions change briefly rendered this column as a lower-case UUID between Wed 9 Sep 11:25 and Thu 10 Sep 13:05 MT. Consumers that joined or filtered on TENANT_ID case-sensitively during that window may have silently dropped rows, and should re-pull anything extracted in it.

Vinesign

• Vinesign now supports Filevine Identity (FVID) login credentials for all Filevine-connected accounts. Users can navigate to Vinesign from the profile menu and log in with their FVID credentials.
   

August 31, 2026 – September 4, 2026

Client Portal

• Documents larger than 5 MB now upload in chunks, so a dropped connection or locked phone no longer forces the client to restart the upload from scratch.
• Fix: Confirmation codes for clients with multiple cases at the same firm now correctly follow their invite language.
• Fix: Moving a case type between timelines no longer leaves it mapped to both, which had been causing errors for some invitations.
• Fix: The document upload progress bar now displays correctly for clients using a language with a comma decimal separator (e.g. Spanish).