What's New?

 

May 2025

Released 21/05/2025

New Help Content: 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.

Released 20/05/2025

New Feature: The Entity Profile Report

A new Report is now available 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 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 value of the Property for the Entity 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 PDF 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 descending 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.

 

New Feature: 'Reports' has been added to the Configuration Settings

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.

 

April 2025

Released 15/04/2025

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.

 

Released 8/04/2025

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.

 

March 2025

 

Released 21/03/2025

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

Released 17/03/2025

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.

 

February 2025

 

Released 17/02/2025

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

 

Released 14/02/2025

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

 

Released 13/02/2025

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

 

Released 12/02/2025

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

 

Released 5/02/2025

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.

 

January 2025

 

Released 29/01/2025

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.

 

Released 16/01/2025

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

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.

 

Released 10/01/2025

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.

 

Released 9/01/2025

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.

 

Released 8/01/2025

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

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.

 

Released 6/01/2025

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 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.

 

 

Released 19/12/2024

Resolved issue

View downloaded Attachment; resolved an issue where Attachments without an appended file type would not open when downloaded via the main download button. Attachments without an appended file type can now be opened.

Key Points:
1: An attachment can be downloaded by clicking on the blue Download button that sits above the preview pane. Note -using this button automatically includes the Attachment Title.
2: Click on the attachment so that is showing in the Preview pane and then click the blue Download button.
3: The Attachment will then be available in your Downloads folder with the Attachment Title.
4: Note; Where the Attachment is downloaded from either the expanded (opened in a new tab) view, or from the Download button inside the Preview pane, the Attachment Title is not automatically captured.

 

Release #2 17/12/2024

Resolved issues

Document Attachment Preview of .msg files. Resolved a rendering issue of some character content in the Attachment preview where the content was sourced from outlook.msg files.

Document content containing unicode. Resolved a rendering issue in (pre 10/10/2024) document content containing Left-To-Right-Mark unicode showing as #x200e for example.

 

Released 17/12/2024

Alphabetical listing of Entities in Document Links and Notes.

In Document Links and Notes, when creating Links or assigning Entities to Notes - Entities are now listed alphabetically by Entity Type then Entity Name/Title.

Key Points:
1: When selecting Entities to create Links, Entities are listed alphabetically by Entity Type then Name/Title.
2: When assigning Document Notes to Entities, the Entities are listed alphabetically by Entity Type then Name/Title.

 

Released 16/12/2024

Resolved issues

Replacing Document Content; Replacing an existing Document's content by importing a new file over the existing content, could produce an error message and remove some of the Document details. This issue has been resolved and Document content can be replaced without errors.

Settings last modified date; In Settings, the last modified date of some setting's values were being automatically updated on each ModalConnect release. This issue has now been resolved and will not update from this point forward unless the value has been manually updated.

 

Released 12/12/2024

Configure Date & Time format for Spreadsheets

The date & time format of spreadsheets - xls & xlsx, added to ModalConnect as Document content, can now be standardized in the Configuration settings.

Administrator Note: please set the Default Spreadsheet Date & Time Format via Settings > Configuration Settings > Default Spreadsheet Date & Time Format.

Key Points:
1: The Date & Time format shown for xls & xlsx spreadsheets added as Document content can now be managed in the Configuration Settings.
2: Specifying the Date & Time format ensures standardization of the variable formats in spreadsheets.
3: Once the format has been set in the configuration setting, it will update date & time formats in both new and existing xls & xlsx spreadsheet content.
3: The Date & time format in spreadsheets added as Attachments, retains it's original format.

 

Resolved issue 10/12/2024

View all Documents - On the all Documents page, an issue existed which resulted in Documents created 'Today' not showing in results.

Now, with either Today or today's date selected, results show Documents created 'Today'.

 

Released 10/12/2024

Document Entities list can be sorted alphabetically

The Sort button sits above the Entities list, click to open and select to sort A-Z or Z-A. Entities are then ordered by Entity Type and then by Entity Name/Title.

The sort can be applied whether or not the Document is in Edit mode.

Note: The sort function does not apply to the Suggested Entities list.

Key Points:
1. The default view shows Entities (of all Types) in the order the Entities were added to the Document.
2. If sorted, Entities are ordered by Entity Type and then by Entity Name/Title.
3. To include newly added Entities to the sort list, re-sort the Entities list.

 

Released 6/12/2024

Resolved issue

View All Files - resolved an issue on the all Files page where only the first 10 Files could be viewed.

 

Released 5/12/2024

Customizing Documents and Entity Profile, Notes and Tags order.

The list order for Note Types and Tags (which previously defaulted to ascending), can now be customised in Settings.

To change the order, open Settings and select Notes or Tags and simply click on the dots in the far left column of the required Note or Tag and drag and drop up or down to reposition - or just overwrite the current order with the number for the required list order.

The customised order will now be reflected in the Notes and Tags list in both Documents and the Entity Profile.

Key Points:
1. The list order of Notes and Tags can now be customised in Settings.
2. This provides the ability to present Notes or Tags in an order that best suits your Organisation.



Mobile enhancement:

When viewing ModalConnect via a Mobile device and using the back button to return to Search, the previous search results (from the current session) are retained.

Resolved issues

Resolved a Search issue in the Add Entity window where a 'No Results' and/or 'Time out' message showed over the top of results.

 

Released 27/11/2024

Resolved issues

Update Empty Owner details in User Profile: Resolved an issue where the First and Last Name values for Users who logged in to Modal before being added as organization Users were not saved, resulting in empty Document owner values for those Users in the All Documents list. Now the User Profile can be updated. When editing a User or clicking the save button in the Edit User prompt under the organization's Users tab, the system re-fetches the user’s details and updates the first and last name fields. The First and Last Name can then be used to search for a Document Owner and shown in the Owner details on the All Document list.

Key Points:
1: The User Profile can be updated in the Organisation Users to capture First and Last Name.
2: On the All Document list the Owner details (of an updated User Profile) are populated and Documents can be searched by Document Owner by First and/or last Name.

 

Released 18/11/2024

Resolved issues

  • View Suggested Entities; this function has been optimized to improve loading time.
    • To view Suggested Entities, click-select the View Suggested Entities button to load the Suggested Entities as required.
    • The 'No data to display' and 'Save the document to view suggested Entities' text has been removed.

  • Key Points:
    To view and load the Suggested Entities list, click View Suggested Entities
    Whenever the Document is saved after adding or editing content, the Suggested Entities list is cleared as the content may have changed.

  • Document save button; resolved an issue where the Document Save button would not activate on importing a new Document unless edited.

  • Attachment Delete button visibility; resolved an issue where the attachment delete button was not visible particularly when viewing on a smaller screen such as a laptop.

  • View Document with Entities with a label/title over 254 characters caused an error message. Resolved an issue where viewing/opening a Document that had an Entity with a label/title over 254 characters caused an error.

  • Entity Date/Time property; resolved an issue with saving a customised Date/Time property.


Released 24/10/2024

All Documents New Filters

Additional filters have been added to the 'All' Documents page for searching the Documents list. These include:

  • Date range filters for the 'Document created start date' and
  • 'Document created end date' with a default setting of the current month.
  • A 'Document Owner' filter has also been added. Enter the owners First and or Last name (not case sensitive).

Key points: These filters can be used either individually or in combination with any other filters.
The Document Owner only shows for users with an active (current) user account with full AD details including a First and Last name.
The created date is the date the Document was added in ModalConnect, as this field is editable in the document it may differ from the date shown.
Where a Document owner no longer has an active account, the Document Owner is reassigned to a System Administrator and the created and updated dates currently show the date this occurred.

To learn more about the All Documents page filters and results see the 'View All Documents' article in this topic Find Documents

Resolved issues

  • The Document Title is now automatically captured when saving a Document from the print mode to PDF, where previously the saved PDF title defaulted to 'ModalConnect'.
  • Document Printing; resolved a formatting issue where the Document Entity names and Links details were overlapping.
    Note: A formatting anomaly noted where text such as the letter I is shown in bold font throughout the Document. This is due to some PDF viewer settings in the browsers. If this occurs, try saving the Document as a PDF first then print from the saved PDF. Another option is to use a PDF Viewer where you can disable the 'Enhance thin lines' function like Adobe Acrobat.
  • Entity Profile Document Visible count variations is now resolved.

 

Released 18/10/2024

Reports

The 'Task List Report' can now include additional details for Tasks Time Elapsed calculations. Instructions can be found in the Reports Help Topic.

Note Types and Tags Order

Alphanumeric sorting has been applied to Note lists (by Type) and Tags in both Documents and the Entity Profile.
Notes of the same Type are further sorted by Creation Date (older to newer).

Entity Profile visibility

Resolved issue: This issue related to visibility of the Entity Profile where an Entity created in a Private File is subsequently added to a Public File.

Released 16/10/2024

Reports:

Additional report design features have been added to allow for filtering and grouping of Entities by Tags.
There are 2 new stored procedures available for this Report; TagListByEntity and TagLookup

Suggested Entity highlight

Resolved issue: When selecting a Suggested Entity the Remembered Term was not always highlighted within the document text.

 

Released 15/10/2024

The LiNK Form Success page has been updated with some minor format changes to the content as shown

  1. Text moved inside the Success message
  2. Contacts placement
  • The Submit Another Form button function is unchanged.

    •  

    Released 10/10/2024

    The following new features are available in this release.

     

    Video release highlights

    Viewing Tips

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    To adjust the playback speed (decrease or increase) click on the 3 dots and select Playback speed.
    Captions display best if the mouse or touch-pad are not moved or engaged once playing.
    Videos have no audio.

    Document - New Features The Entity Profile - New Features

     

    Release highlights

    Documents

    Document Entity Extraction page scrolling - individual scrolling function has been applied to 4 areas. This replaces the previous function that required a whole page scroll.

    1. Document Details & Properties pane
    2. Document Content pane
    3. Document Entities list
    4. Suggested Entities list

    New Document content control now enables csv files as content. Spreadsheets csv and xlsx upload with improved layout for viewing and navigation including a sheet selector (for xlsx), pagination and a horizontal scroll bar. It is now easier to view spreadsheet content and extract entity details.

    The Document Content Editing Tools have been updated. Hyperlinks can be added to existing content or embedded in existing text, or add new text.

    Document Entities and Suggested Entities

    Document Entity details – In edit mode there is a new 'View Details' function to view\open an Entity's Properties from both the Document Entities and Suggested Entities lists. This provides the same function as available elsewhere e.g. Notes and Attachments.

    A pop-up label provides a simplified view of the full Entity Title when mousing over the Entity label.

    Suggested Entities list - the loading performance of the Suggested Entities list has been enhanced.

    Identify a Suggested Entity's remembered terms in the Document content by clicking on any part of the Suggested Entity label (not just the Entity Type icon as previously). The Entity's remembered terms are highlighted green.

    Identify an Entity's remembered terms in the Document content by clicking on any part of the Entity label (not just the Entity Type icon as previously). The Entity's remembered terms are highlighted yellow.

    Update an existing Entity's Properties with Document text – select/highlight the required text from Document content and click ‘View Details’ (replaces the previous drag & drop action) for the Entity to update. In the Entity Property window the selected text is available to add or drag & drop to an existing or new Property.

    Update Document Notes. Existing Notes can be updated with selected text from Document content with a new ‘Add Selected Text’ function that shows against Notes whenever content on the Notes page is selected/highlighted. This replaces the previous drag & drop method.

    The Note opens and the selected content is automatically appended to the existing Note content, further edits can be made and or click Finish to save.

    The Entity Profile

    The Entity Profile Summary – now includes Editing tools enabling Summary content to be formatted and hyperlinks added (in Edit mode).

    The Entity Profile – Documents, Links and Files count visibility. The total number of Documents, Links and Files (within ModalConnect) for an Entity is now shown on the attribute label. The Visible count includes those items that are listed under the attribute and that the user has permission to access and can be viewed. The Total count also includes items from Files that the User does not have permissions to access or view. A variance (between the visible and total count) indicates that there is further information held against the Entity under other Files.

    My Recent Document List

    My Recent Documents list - this list now updates whenever a Document is viewed. Previously this list would only update when Document content was added or edited.

    Reports

    This upgrade requires a minor update to the Userid Parameter for both new and existing Reports. This change is covered fully in the Reports help topic under UserID Parameters.