Release Notes

Executive Summaries

A new Executive Summary button (toolbar) and menu item (More Actions) is now available on the document page in both the Board Management Portal and the Virtual Data Room. Clicking either opens a fullscreen modal that displays an AI-generated summary in structured sections. It is accessible to all users with access to the document, and the generated summary is stored, so all users see the same summary.

• Structured format. Summaries are returned as titled sections with supporting content, rather than a single block of text, making key information easier to navigate.
• Language support. Summaries are generated in Norwegian, Swedish, Danish, English, Finnish, German, French, and Dutch, based on the first 1,000 characters. Other languages default to English.
• Intelligent button state. The button is automatically disabled for unsupported file types and documents shorter than three pages, with a tooltip explaining why. If a document previously failed to summarize due to a non-retryable error (for example, encrypted content or a content policy violation), the button stays disabled and the reason is shown on hover. Transient errors can be retried.
• "Do not ask again" option. The introductory modal shown before the first summary generation includes a "Do not ask again" checkbox. When checked, the modal is skipped for the rest of the session. It is also skipped automatically if a summary already exists for the document.
• Reporting. Administrators can find a report of all create and view Executive Summary events in the report section.

Note: Executive Summaries require AI Search to be enabled.

What's new in the Agenda Editor

Easier editing and layout

• Add items and edit titles, presenters, purpose, and resolutions, and attach documents, all with inline editing
• Attachments now show clear file type icons
• Distraction-free full-screen mode to hide navigation and focus on your agenda

A true-to-life preview

• What you see in the preview is exactly what you'll get in the final PDF

Add items anywhere

• Drop a new item exactly where you want it, instead of adding it at the bottom and dragging it into place

Smarter time and duration tools

• Simpler time picker: type a value or use the arrow keys
• One-tap shortcuts for the most commonly used duration settings
• Choose to hide time and duration from the editor view, not just the PDF

Better multi-day meeting support

• Each day now has its own section, making it easier to plan and add items across separate days

A more familiar, guided experience

• Item numbering now matches what you're used to in other everyday tools
• Clearer guidance when something can't be edited directly. We explain why and point you to where you can make the change

Competence Assessment: Customizable PDF report

• Save anonymized PDF reports without respondents' names
• Choose which charts, sections, and respondents to include or exclude