January and February 2026 Cloud Updates

  • Product Updates
  • < 1 min read

Auto-Assign Tags with Smart Fields

Stay organized and compliant with intelligent tagging to classify your content using AI. Label documents based on status, sensitivity or document type to automatically apply informational and security tags to your files. Use natural language to define the conditions under which a tag should be applied to a document, and our AI tools will automatically apply that tag during import or on demand.

Smart Chat Response Streaming

Smart Chat now streams responses as they’re generated, delivering information to the user in digestible, continuous updates. Previously, responses appeared only after they were fully complete, creating a pause before the user saw any output. With streaming, users can observe Smart Chat processing their request in real time, resulting in a more interactive and engaging chat experience.

Enhanced Task Assignment for Business Processes

New task assignment enhancements make it easier to route work to the right people with more precision while keeping team structures simple and minimizing manual work. Role-based assignment allows you to create custom assignment roles within the same team and direct tasks to the right people based on these roles, eliminating the need to create and maintain multiple teams for different functions. Participant-based assignment improves continuity across multi-step workflows by automatically routing work based on participation in earlier steps, such as sending approval tasks back to the same person.

Trustee Management Usability Improvements

Trustee management is now faster and easier, especially for organizations with large numbers of users. Faster page load times, more advanced selection controls and filtering, and more visibility when performing bulk actions help administrators onboard and manage thousands of users with more confidence, fewer errors, and minimal frustration.

Read the full release summary…

Published: February 5, 2026

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