Summary
This release addresses several critical bugs and introduces new features aimed at improving user experience. Key issues resolved include the unreadability of Org Chart PDFs for clients, bugs in the EK AI Doc Extractor, and the display of hidden users in Org Charts. Additionally, enhancements have been made to the EK AI functionality, including improvements to the database query processes. The release also focuses on ensuring that personnel attributes are accurately displayed and that users can effectively manage their personas. Overall, this update aims to refine existing features while delivering a more reliable and efficient platform for users.
Improvements
Persona active status in Entity PDF reports
Entity PDF reports now include each persona’s active status as part of the exported report details. Users can quickly confirm whether listed personas are active without cross-checking the application, making exported reports more complete and easier to review.
EK AI error response language consistency
EK AI error responses have been improved so users no longer receive unexpected Portuguese-language error messages. Error handling is clearer and more consistent.
Improved scrolling in Documents dropdown
Dropdown behavior in the Documents section has been improved to allow users to scroll the screen while dropdown menus are open. Users can navigate long dropdowns and surrounding page content more easily, reducing friction when working with document-related fields.
Extended Cap Table decimal place coverage
The Cap Table decimal-place management setting now applies to an expanded set of affected values. Users can now set monetary, percentages, and numerical values to different decimal places.
Bug Fixes
Org Chart PDF scale unreadable
Improved Org Chart PDF output so the scale is readable for clients. Exported org charts are easier to review, share, and use without manual resizing or rework.
EK AI Doc Extractor Required Fields
Corrected required-field behavior in the EK AI Doc Extractor. Users get more reliable validation when extracting document data and can complete required fields with fewer interruptions.
Hidden users showing up in Org Chart and Personas
Prevented hidden users from appearing in Org Charts and Personas where they should not be visible. User visibility now better reflects configured privacy and display settings.
EK AI Doc Extractor not exporting
Resolved an issue that prevented EK AI Doc Extractor exports from completing successfully. Users can export extracted document results more consistently and continue their workflow without export failures.
Personnel attribute in Org Chart showing names as hidden when they are not
Corrected Org Chart personnel attributes so names are not incorrectly shown as Hidden when they should be visible. Org Chart information is clearer and more accurate for users reviewing personnel details.
Not able to delete Persona Roles
Resolved an issue that prevented users from deleting Persona roles. Users can manage and clean up Personas as expected, keeping their data organized and up to date.