November 2026 Release

• Bring Analytics insights to your Dashboard. Users with access to DataServ Analytics can now add Analytics widgets alongside their existing saved-search tiles, making it easier to review daily work and broader trends in one place. Widgets can be rearranged or removed to personalize your Dashboard without changing the underlying Analytics reports. Existing Analytics permissions continue to apply, and each widget displays when its data was last updated. Analytics data follows its scheduled refresh and is not real-time.
   
              
   
  • For more details, see Add Analytics Widgets to Your Dashboard.

• Workflow notes: Fixed an issue where earlier notes were repeated in new Discussion entries when users entered notes during workflow actions, such as approving or rejecting a document. Each new entry now contains only the newly entered note. The Notes field displays the latest workflow note, while previous entries remain in the discussion history.
• Since the 2026.10 Release, we also shipped fixes for:
  • Search translations: Fixed missing translations in Advanced Filter and saved-search options so they display in your selected supported language.
  • Vendor name handling: Fixed an issue where invalid characters in vendor names could prevent documents from completing processing.
  • Excel attachment notifications: Senders now receive a rejection email when an Excel attachment contains unsupported macros. The message clarifies that supported Excel spreadsheets must not contain macros.

DataServ Support at  314.775.2850

Clientsupport@dataserv.com