What's New

Permissions:

There are two new Role permissions required for managing and viewing Document Categories.

1. System Administrators require the new Edit Document Categories Department permission added to their Role to configure Document Categories.
2. Add the 'View Document Categories' Department permission to RolesReccommend to add to all existing Roles including system administrators to enable the Document Categories to be viewed in the Entity Profile.
   
   Note: When new permissions are enabled, the new feature/function will be viewable and available to users on their next log in.
   

Create Document Categories.

A new Settings feature has been added called 'Document Configuration'.

Open this setting which uses the same function as setting Search types.

These 3 steps are used to create a new Category. Add as many separate categories as required.

1. Click the New button and in the new line add/enter the name of the new category. Note; the text 'Documents' will automatically be added to this name in the Entity Profile - e.g if the Category name is Intel in the Entity Profile the label shows as Intel Documents.
2. Select which Departments this category will be available for.
3. Select which Document Types to assignA Document Type can be assigned to more than 1 category to the Category. Save the new category details.

Categories can be edited including the Name, Departments and or Types. Click Edit to make changes then Save.

Any Document Types not assigned to a Category default to the current 'Documents' listing. View the Document Configuration Settings Help Topic.

Document Category order

The Category order can be changed by clicking on the ellipsis (dots) in the far left column and drag and drop to reorder.

The default 'Documents' listing appears below the other categories and only includes and Document types that have not been included in the other categories.
To make a master-list type category that includes all Document Types and the Total Documents count, add an ''All'' category and includes all Document Types and order this at the top of the categories list. Note - if new Document Types are created ensure they are added to the All category.

When printing an Entity Profile, users can now select which sections of the Profile to print.

Click the standard Print button in the Entity Profile and a 'Select Sections for Print' pop-up opens.

• All sections are selected by default, uncheck any sections not required for printing.
• Click print

The Print preview shows followed by the Print page.

View Task progress comment; the last progress comment added to a Task, can now be easily viewed by hovering over the Task in the My Recents Tasks list.

The Entity Profile layout has been refreshed to streamline menus and navigation and includes new features.

Key Points:
1: The Entity Profile page links and editing menu items have been moved to the top of the page alongside the Entity Title
2: The editing tools are now represented as icons without a text label. Hovering over an icon shows the function name.
3: A 'Summary last updated' date shows next to the Summary label with a default date of when the Entity record was addedThis includes when Entity records were migrated into ModalConnect from other sources and sytems. to ModalConnect. The Summary date is updated whenever new content is added into the Summary or edits made to existing content.
4: A new 'Entity Added' date also shows above the Summary field - this is the date the Entity was first created.
5 The 'My Recent' menu icons remain in view (on the far left) when the menu is closed from the Entity Profile. Click the bars to open the 'My Recent' menu or on any menu icon for your recent - Files, Documents, Tasks or Entities

The Entity Profile features

Entity Notes Enhancements

Entity Notes now include the following features:

• The note field size has been increased to enable more of a note's content to be viewed.
• The Document reference number is now linked to the Document - click on the reference number to open the related Document (opens in a new tab).
• The Document Type of the related Document has been added and shows under the Doc Reference number.

Expand Entity Summary.

The Entity Summary field can now be expanded (even when not in edit mode) by dragging down the lower right corner of the summary field to show all the content. The existing scroll function is also still available.

Remembered Terms

In the Entity Profile, the Entity's Remembered Terms have been added to the Entity Properties. These can now be updated in the Entity Profile Properties when in Edit mode. Save any edits before navigating away from the Entity Profile page. The related Document reference number shows and is linked to the Document (where the Remembered Terms were added).

Where more than 1 Remembered Term exists (this can occur when Entities with differing Remembered Terms have been merged), or there is an empty Remembered Term (the term was removed), a delete option is available to enable complete removal of an additional Remembered term if not wanted.

The following video provides an overview of the feature updates in the Entity Profile.

The Document page layout and menus have been refreshed with a simplified and more modern layout which provides for better viewing of the Document content and include the following features.

Key Points:
1: The Document page links and editing menu have been combined at the top of the Document page.
2: The button for opening and closing the Document Properties and Details pane is now located next to the Document Title.
3: The navigation link to the File has been added to the 'File Name' within the Details pane.
4: The My Recent' menu icons remain in view (on the far left) even when the menu is closed from a Document. Either click the menu button to open the 'My Recent' menu or on any menu icon for your recent - Files, Documents, Tasks or Entities.
5: Links can be added or edited without having to select Document Edit first.

The following video provides an overview of the Document interface changes.

The presentation of Potential Duplicates has been significantly enhanced to improve visibility of potential duplicate Entities, duplicate properties - highlights matching duplicate properties and enables multiple potential duplicates to be reviewed and merged with enhanced layout and workflow.
This feature is currently available via the Document 'Add Entity' process when potential duplicates are identified from search results by;

1. selecting Yes from the 'Merge Duplicates' pop-up message
2. or by selecting 'View Duplicates'.
   
   

Tip The Add Entity window can now be expanded using the opposing arrows button in the top right corner.

The new Merge Duplicates function includes the following features;

• In the Merge Duplicates window, potential duplicates are listed in the top panel.
• Select an Entity from the results list in the top pane (this is the 'Master' Entity) and in the bottom pane the Master Entity's details show in the first tile on the left with the number of potential duplicates results found for the selected Entity shown above it.
• Any potential duplicates of the Master Entity are listed in the tiles to the right ready to review. Results can be navigated using the left and right arrows.
• Entity's identifier details are shown above the properties list, hover over the identifier or use the horizontal scroll bar at the bottom of the tile to view all details.
• At the top of each tile there is a 'View Profile' link (opens the Entity's Profile in a separate tab) so an Entity Profile can be easily accessed for a more detailed review if needed.
• The Master Entity's Duplicate PropertiesThese properties have been assigned a duplicate value (in the Entity Type settings) are highlighted blue and appear at the top of the Entity's properties list making these easier to identify and view.
• The duplicate properties of potential duplicates are highlighted blue, where those values match the Master Entity's duplicate properties.
• Potential duplicates are ranked and displayed based on the highest score of their duplicate property values.
• Non duplicate-matching properties are listed under the highlighted properties and not higlighted.
• Vertical and/or horizontal scroll bars are available on tiles to view all details where they extend beyond the current view.
• On the tile, the non matching duplicate properties list can be collapsed by selecting 'Hide Details' and reopened by selecting 'View All'.
• The tiles of potential duplicates selected for merge are highlighted with a dark border to provide easy identification and are listed first in front of any unchecked potential duplicates. Potential duplicates checked for merging are listed in the order they are selected.
• Multiple potential duplicates can beIf on review you have confirmed that they are legitimate duplicates. Note - a merge cannot be undone. selected (checked) to include in the merge, so you can choose whether to process 1 or 2 at a time or all checked duplicates.
• To remove a potential duplicate from the Merge list - uncheck the Merge checkbox and it will be moved to the end of the list of unchecked potential duplicates.
• When reviewing potential duplicates, rather than totally removing a potential duplicate from the results, it can be dismissed by clicking the X in the top right of the tile which sends it to the very end of the list. Dismissed potential duplicates show a yellow border around the tile with the X removed.
• Dismissed potential duplicates can subsequently be reviewed and selected to merge by checking the Merge checkbox which will move the Entity to the end of the 'Merge' potential duplicates listing.

Key Points:
1: Potential duplicates can now be more easily reviewed side-by-side to determine if they should be merged.
2: When selected from the Duplicate results in the top pane, the 'Master' Entity' is pinned on the left in the bottom panel with it's potential duplicates listed to the right.
3: All of the master Entity's duplicate properties are highlighted blue and appear at the top of it's property list.
4: Potential Duplicate Entities that have matching duplicate property values are also highlighted blue to enhance visibility when comparing these with the master Entity.
5: A 'View Profile' link is available on each tile which when selected opens the Entity's Profile in a separate tab available for further review or editing.
6: Potential Duplicate Entities once selected for merging with the Master Entity have a darker border and are grouped together at the front of the list to assist with any further or final review prior to processing the merge.
7: Potential duplicates can be 'dismissed' which sends and groups the dismissed Entities to the end of the listing with a yellow border as a visual indicator they have been reviewed and dismissed.
8: Dismissed Entities can be subsequently selected to include in the merge.
9: Entities can be processed to merge individually or in multiples - i.e. select 1 Entity or multiple Entities from the potential duplicates to merge with the Master Entity and click Merge Entities.
10: After a Merge either continue with the current master Entity if there are still potential duplicates to review, or select another master Entity from the results in the top pane, or click Cancel to return to search results in the Add Entity window.

Watch the video

System Administrators

System Administrator Note: A new setting has been added in the Configuration settings to manage the visibility of duplicate score values (only shown within the Document View Duplicates feature if set to 'true'). The default setting is 'false' so the scores do not show.
To enable the visibility of duplicate scores go to Settings > Show duplicate scores > Edit > overwrite the default false setting to true > Save.
Note; the values true or false must always be lower case.

When the Show Duplicate Score configuration is set to 'true', on the tiles of potential duplicates the 'Duplicate Score' (sum of duplicate properties for the Entity) shows under the Entity title and individual property scores (duplicate property value) show next to the Property name.

 

Expand the Add Entity window

The Add Entity window in a Document can now be expanded to full screen to help improve the visibility of Entity details.
Click on the expand button (next to the close button) at the top right of the window to expand. To return to a minimized window, click the expand button again.

Reporting - Print multiple Entity Profile Reports

In addition to being able to print a report directly from an Entity profile, these same details can be reproduced for multiple Entities (Person Entity Type) via the Reporting feature. Administrators - contact us for assistance to set up this Report.

Encrypted Files

A warning has been added to the Document when adding/uploading an encrypted file to alert the user that the file cannot be added or processed.

To resolve and enable upload, an unencrypted copy of the encrypted File will need to be made or the encryption will need to be removed via either Adobe Acrobat or other external software before importing.

Key Points:
1. If wanting to process a file's content, encrypted files restrict the ability for ModalConnect to automatically extract content.
2. This can be resolved by removing encryption and then importing.
3. Encrypted files can be added as Attachments to Documents or Entities. (Requires the Password to be entered to view)

1. Document Properties replicated; fixed an issue where newly added Document properties were duplicated when the Properties window was repeatedly opened and the Finish button selected.
   
   
2. Watermarks not showing in Attachments; fixed an issue to support standard Microsoft watermarks to be retained from docx files when added to attachments. Some online generated and non-Microsoft watermarks are unsupported and cannot be retained. A warning message shows informing the user of an unsupported watermark at upload.
   
   
3. Entity Profile Link status; fixed an issue in the Entity profile where all of the links status showed as unconfirmed. The status now reflects the same as in the source Document Links.

Update November 2025 - this feature is to be replaced with the Analytic Time-line and an expand icon + shows if there are additional Links

Analytics has been updated to replace the usual + sign on the expand links button (which shows there are further links available), with the number of additional links attached to an Entity before expanding. Expanding glyphs also auto-enables group links "show all" setting to show the Link descriptions as well as any additional links between the Entities on the chart.

1. Leave Site message; Closing the window after viewing a Document without having made any changes generated a 'Leave Site message' which had to be actioned. If no changes have been made this message no longer shows.
2. Document text showing as links/urls; The content is now filtered to remove hyperlink formatting from text that is a bookmark or does not link to a valid external source.
3. Analytic Charts - searching a chart for a link type sometimes identified the wrong link where two Entities had more than one link type between each other.
4. Delete a Department User; fixed an issue where some users could not be deleted from a Department based on permissions.
5. File list duplicated; fixed an issue where the File names list was duplicated when viewed in the File filter on the All Documents page.

The print function in the Entity Profile has now been enabled. To print or download a copy, from the Entity Profile edit menu click Print and select from the print options.

Profile details included in the print are;

• Entity Title
• Entity Photo/image
• Summary content
• Tags
• Notes - Type, Content, Tag/s, Creation date
• Entity's Properties

A new topic named 'Run a Report' has been added to the Reporting Help for User's that are only going to be using the Report Viewer for existing Reports.

A new Report is now availableContact us for support to add this Report for your Organisation to report on key details from the Entity Profile for the Person Entity Type.
The Entity Profile Report includes the following details;

• Entity Title
• Entity Created Date
• Entity Profile picture
• Entity Summary content
• Entity Profile Tags
• Entity Notes - includes Document Number, Note created date, Note Content, Note Type and Note Tags.

The Report can be run using the following filters (parameters);

Mandatory parameter - at least one parameter value must be selected from - Entity Tags, PRN (add enter value), Entity Note Type/s, Entity Note Tag/s. The submit button is not enabled until a parameter value has been selected or added.

• Entity Profile Tag/s - single or multi-select (the AND condition is applied to multi-select).
• Entity Property - PRN, ID expand> click + then enter a PRN
• Entity Note - 2 options - 1: Entities with Notes (default setting) OR 2: Entities with or without notes (if using option 2 , must also filter by Entity Tag and or PRN)
• Entity Note Type - single or multi-select (the AND condition is applied to multi-select).
• Entity Note Type Tag/s - single or multi-select (the AND condition is applied to multi-select).

Multi select of Entity Tags, Note Types and Note Tags; where more than 1 Entity Tag and/or Note Type or Note Tag is selected the AND condition is applied so results will only include Entities that have all the values selected.

Where 'Entities with or without notes' is selected, Entity Tag/s and or PRN/s must be selected or specified.

Running the Report

From the ReportsAccess Reports by selecting View from the main menu then Reports list click on the Report Title of 'Entity Profile Report' then from the Report's left menu select 'Report Viewer'.

In the Report Viewer use the filters on the right to specify and set the Parameter values, must select (or enter for PRN) a value for at least 1 parameter. This enables results to be returned to match the criteria set in the Parameters.

1. Entity Tag/s - select which Entity Profile Tag/s to return results for, or, if left blank results are not filtered by Tags.
   Where more than one Tag is selected, results include Entities that have the Tags selected E.G Select Tags - 'Reactive' AND 'Threat' Results will only include Entities with both Tags of Reactive AND Threat. Note - all assigned Tags of the Entity/s are shown on the Report
   
   
   
2. Property - enter the valuenot case sensitive of the Property for the Entityallows a single Property value only - e.g a single Entity's PRN to report on - e.g a PRN or other Entity ID. Expand the Parameter then click + to add a value field then enter the PRN value. Add a new field for each PRN to Report on. Note; while a partial value may be entered this will likely increase the number of results.
   
   
3. Entity Note; - 1: Entities with Notes (default setting) must also select at least 1 other Parameter. Results only include Entities with Notes. OR 2: Entities with or without notes -for option 2, must also filter by Entity Tag/s and or PRN/s - results include Entities with or without Notes with the Tag/s and or PRN/s specified.
4. Entity Note Type - select the Note Type/s to return results for. Leave blank if no filtering is required and all/any available Notes assigned to the Entity/s will be returned (must also select at least 1 other parameter if left blank).
5. Entity Note Tag/s - select which Note Tag/s to filter results by. Leave blank if Note tag filtering is not required for the selected Note Type.
6. Click Submit to run the Report and view results.
7. Results are sorted alphabetically by Person Entity Surname.
8. The Report can be exported to PDFOr any of the available file types. Note CSV provides easier filtering than xlsx from the Report top menu.
   

Notes;

• Results can be updated by Entity Tag/s and or Note Type and/or Note Tag/s either prior to clicking Submit or to existing results by clicking Submit again.
• Notes are sorted by descendingMost recent date first order of the Note Creation Date
• A page break separates each Entity profile result.
• To view an Entity Profile - click on 'Entity Created' which will open that Entity's Profile in a new Tab.
• The total number of Entities returned in the results appears at the top of each page.
• Click Reset to clear the previous parameter values selected or added prior to selecting a different set of parameters for another Report.
• Results can be viewed per page by clicking the next arrow - or select the multi-page view to scroll down results

Key Points:
1: The Entity Profile Report is now available to report on key details from an Entity's Profile.
2: Support and training will be provided to set up and configure The Entity Profile Report
3: The Entity Profile Report includes the Entity's Title, Entity creation date, Profile image/photo, Summary content, Entity Tags, Entity Notes - including the source Document number, Note created date, Note content, Note Type and any Note Tag/s assigned.
4: The Report can be exported to directly from the Report Viewer.

Administrators may now manage the naming values for 'Reports' in the Configuration Settings. The default configuration value is Report (singular) and Reports (plural). If updated for either the singular and /or plural values, these are reflected in Menus e.g View - 'Reports' and in the Report menu.

Key Points
1: Reports naming values (singular and/or plural) can now be managed by Administrators in the Configuration Settings.
2: Changed values are reflected in menu items - View 'Reports', the 'Reports' page title and listing, and the individual 'Report' menu.

With this release; in the Document print content, where the Entity list exceeds 20 Entities - all Entities are now viewable on the print preview.

With this release; in a Document, when adding selected text to Entity Properties, the selected text can now be successfully dragged down to the lower order properties as the list automatically scrolls down with the dragged text.

In the Entity Profile Attachments search, the attachment labels can be searched by any part of the text in the label - either for a single word/date/number or by consecutive text. Previously only the first word/text of the label could be searched. Enter the search term and click 'Enter' from your keyboard. Click x to clear the search.

With this release, on the All Document list, the Document Owner now shows either the current Owner or the previous Owner's details (even if deactivated) and the existing Document Created Date.

Key Points:
1: On the All Documents list and in Reports, the Document Owner details show the current active owner or those of a deactivated owner. The Document Creation Date shows the same date as saved in the Document.
2: In the Document Entity Extraction page, the Document Owner detail is blank where that previous Owner has been deactivated.
3: The Document Owner can be updated on the Entity Extraction page to an existing user with an active account.

Updating Document Entities from spreadsheet content; Resolved an issue where spreadsheet content could not be selected to update the Document Entity's properties.

Notes - Selected Entities; Resolved an issue in Notes where if the Entity list extended beyond 1 page and Entities were selected from more than 1 page, those Entities showed as unchecked on viewing the previous page/s.

Document content not showing from .msg file; Resolved an issue where Document content did not show for some .msg files containing images or tables.

Uploading/adding PDF and/or docx files to Document content, triggered a file validation error message; This issue has now been resolved.

Merge Duplicate Entities function in the Add Entity Window; The identification of Duplicate Entities and Merge Duplicates function has now been reinstated.

Uploading email content to Documents; Resolved an issue with uploading some emails which caused the Document page to become unresponsive.

When a Suggested Entity's properties details are viewed, these now include the Remembered Terms.

Key Points:
1: An Entity's Remembered Terms are now included to the Suggested Entity's properties details when opened / viewed.
2: The Remembered Term/s can be highlighted in the Document content by clicking on the Entity label from the Suggested Entities list.

Resolved issues

The Suggested Entities list only includes Entities where there is an exact match of an existing Entity's Remembered Term/s within the Document Content.

Function change:

The Discard Suggested Entity button has been temporarily removed from the Suggested Entity's Properties window to enable some improved functionality.

Improved reload time of Suggested Entity list; The time taken to reload the Suggested Entities list has been optimised (a reload occurs whenever an Entity has been added to the Document's Entities list).

Entity Type icon not displayed; Resolved an issue where some Entity Type icons were not always displayed correctly in the Suggested Entities and/or the Document Entities lists.

A placeholder Document (without any document content) can now be added and saved . Previously some text had to be added to the content to enable a Save. Note a placeholder Document still requires a Title and the Department File details.

Administrator Note: A new setting has been added in the Configuration settings to manage this feature. To enable placeholder Documents go to Settings > Enable Placeholder Documents > Edit > overwrite the default false setting to true > Save. Note; true must be all in lower case.

Key Points:
1: Enabling Placeholder Documents can be managed in the Configuration Settings.
2: Once enabled Documents can be saved without any content as a placeholder, with the content added at a later time/date.
3: Save the document. Document content can then be added at a later date when available.

Optional: If a new Document Type is required for Placeholder Documents, this can be added in the Settings > Lookups > System Lookups > Add Document Type. Save changes.

Resolved issues - adding selected text to Notes. Charts info icon behaviour.

Add selected text to existing Notes from csv or xlsx content. Resolved an issue where content from csv or xlsx could not be added via the 'Add selected text' function on an existing Note.

Analytic charts - Resolved an issue where hovering over the info icons in the right panel caused a flicker action. The info detail now displays correctly when selected.

Document printing - Entity label formatting; text wrapping has been applied to Entity labels in the Document Entities listing to improve visibility of Entity's with longer Titles.

Pin Document; resolved an issue where on pinning a Document the pin status did not change immediately and only updated when the page was refreshed or other changes saved. The Document Pin now shows once activated.

Entity Extraction - existing Entity search results; resolved an issue where results were showing incorrect Entity types when searching for an existing Entity.

Entity Extraction - existing Entity search results; resolved an issue where the No Results message would show over the top of listed results.

The Attachment Download and Expand buttons now include text to help improve the visibility and function of these buttons. These buttons are available in Document Attachments and the Entity Profile Attachments.

Key Points:
1. Select the blue Expand button to view an Attachment in a new tab
2. Select the blue Download button to download an Attachment (includes the Attachment Title)

Resolved issues - visibility of Link description

View Link description items; Resolved an issue where the first list item in the document link description drop-down was not visible unless hovered over. The first list item is now visible.

The Document Title column width has been increased and a hover function has been added to the Document Title (and Document Type) which enables the full Title detail to be viewed in a tool-tip above the Title without having to adjust the column width.

The Creation Date (now the second column in), Document Type and Number column widths have been reduced allowing more space for the Document Title.

Key Points:
1: To support improved at-a-glance viewing; the Document Title default width is increased to display most Document Titles.
2: If the full Document Title is not displayed by default - hover over to view the full Document title.
3: Creation Date is now shown in the second column.
4. All columns can be re-sized by dragging the sides of the column header

In the Add Entity window, page results of existing Entities can be navigated to and viewed by keying in a page number then click Enter. Navigate to the next or previous page using the standard controls.

Key Points:
1: Key in a page number and click Enter to quickly navigate to and view that page of results.
2: Use the standard controls < > to view the next or previous page.

Resolved issues - Add Entity search results list format. Visibility of Notes created from xlsx or csv content

Add Entity window - results list short-fill; resolved an issue where on some pages the search results list stopped short of populating the full space available on the page.

New Notes created from xlsx or csv content, resolved an issue where a new Note would save but not be visible in the Notes list immediately.