Release: Nov 12th 2025
Build: 7.1.0.19613
Install ID: sw710_19613

The 7.1.0 release is an interim release. We've added a couple of major features though, with document schedule management and collaborative policy reviews. We've also fixed a number of bugs and made some miscellaneous enhancements. 

Cloud hosted systems will be updated automatically in the coming days. For on-premise, learn how to upgrade here.

Features:

1. Document Schedule Management! There is a new Document Management tab available in the hamburger menu, which will be visible to any user who has the "Document Manager" flag set on their profile, in addition to administrators.  This feature supports managing uploaded document files and their due schedules for Vendors, Clients, Internal Departments and Staff. (Clients is available only in the Standard and Enterprise editions).

   (This replaces the previous Third-Party Risk area that was restricted just for risk analyst users. It has been extended to be accessible to all users who have the "Document Manager" flag set).  

2. Collaborative Policy Review! A scheduled policy review task now has a button "Collaborative Policy Review", that lets you select a user group to collaboratively review the policy with. This will work similarly to an approval workflow, with each user in the group looking through the policy and accepting, commenting or requesting updates to the current version. All reviewers must accept the version for it to be marked complete. If an update is requested, it will put the policy review on hold while changes are made and approved. Once published, the collaborative policy review process will start again. If all users in the group accept the new version, then the policy review task will be marked as complete. Details of the collaborative review process are now also included in the Policy Life Cycle report, in an indented list under each review entry.

3. An admin can now manually reorder sub-articles using drag and drop. To do this, as an administrator, go to Explore, click the Admin Functions tab at the bottom, then click "Reorder Child Articles". In that form, select "Manually Reorder" and click OK. This will then take you to a page that will let you drag and drop articles to move them into the order you desire. You can then click Save and it will update the positions. Note: This bypasses approval workflow and should only be done by an administrator when absolutely necessary.

4. When editing an article, the editor portion is now scrolled independently of the main page, to resolve some long-standing issues with cursor scrolling. Also, the chat box on the right side can now be closed (via the X button above it) to expand the editor to the full width available. To restore it, simply refresh the page.

5. When setting a group as an approver, and if that group is set to "only one approves", the system will no longer email all users if one of them has been automatically approved. This currently only affects level 1 approvals.

6. The Risk Management tab can now be hidden using Custom Tabs. We fixed an issue where trying to hide the Risk Management tab using Custom Tabs would not work. It can now be hidden, but you must enter in the name RiskRegister as the tab name.

7. Page contents navigator now animates the triangle to indicate which sections are expanded.

8. When updating an incident report (using Edit Details) you can now also update the title (summary line) of the incident report (if it's assigned to you or you are an admin). The incident priority is now set by the end user when entering the incident.

9. The global Incident Report (that lists out all open incidents) can now be subscribed to. To learn how to subscribe to reports (so they are sent to you on a regular basis), see here.

10. The web hook URL (in Departments) now accepts longer URLs (previously it was limited to 255 characters).

11. We now support gpt-5 as a model for Enhanced AI. The default model is also now gpt-5 if none is specified. Note that when using gpt-5, reasoning effort will be set to low by default, to minimize token usage. The default maximum tokens in responses is now 8000 to accommodate the required reasoning tokens.

Fixes:

1. Fixed an issue with certificate's Request Acknowledgements if a certificate article points to a folder with sub-articles, where the action will show an error instead of a warning.
2. Fixed an issue with ticket management for incoming email, where it would sometimes create a new ticket for a new entry in an existing ticket conversation.
3. Dark mode is no longer linked to the system preference, instead you can just switch between them using the toggle in the left corner, and it will remember it going forwards. This was requested because in some cases people prefer to use certain features of the product in light mode.
4. Fixed a search engine bug where articles with user group requirements would sometimes be omitted from the search results even if you could access the article.
5. Fixed another search engine bug where documents that were deeper than a certain level of sub-folders would not show up in the search results.
6. Fixed an issue when using Add User and setting a user group, and an error is reported. This would sometimes add the user anyway, even though the error is reported.
7. Fixed some miscellaneous coloring issues related to dark mode.
8. Fixed an issue with Clock Out in cases where the day differed from the day of clock-in. It now displays the day the user was clocked in, to make it easier to set the clock out date.
9. Fixed an error with generating PDF reports that took more than 30 seconds to generate.
10. Scheduled tasks (review, expiration etc.) will now only be re-scheduled when they are completed. If they are set to repeat when scheduled, then when completed it will create a new task for the future based on the original scheduled date. This means that the future tasks will not be visible on the calendar until the previous ones are completed.
11. Fixed an issue where the PDF download would not include recently published sub-articles. It now re-generates if new sub-articles are published underneath.
12. Fixed an issue where file attachments in checklist forms attached to a custom list would not always copy into the list record.
13. Fixed an issue with automatic updates from sample library changes (primarily for partner systems).
14. Added a workaround for a Microsoft bug in the inline Word viewer, where the button to download had disappeared. We now add our own button to download the Word file, which appears in the bottom right corner.
15. The API get functions will now return compatible JSON when apiver=2 is appended as a parameter, rather than javascript objects. 
16. Move Requests no longer set the Last Updated date on an article. 
17. Fixed an issue where moving articles within the same level many times would result in unpredictable behavior and items being positioned in unexpected locations.
18. Fixed an issue where inserting articles above or below an item would sometimes not insert in the expected location.
19. Fixed an issue where "Approvers Only Edit" is set, yet an unpublished article could be moved into an area with another approver set. It will now show an error instead.