Document 25.11 Release Notes

This is a preview of the upcoming release. General release is available starting 27-NOV-2025.

Web Release Notes

Submittals

Automatically generate submittals from a specification – You can now generate submittals from a specification. Previously, you had to search the specification and manually enter the submittals. Now, you can upload the specification, and then Document uses AI to find the submittals and create them automatically. Read more

The submittal import function has been enhanced to import specifications. The Import specification button has been added to the Import Submittals dialog box.

To upload the specification, click Import specification. A dialog box opens, and you can upload the specification to Document. Upon uploading, Document uses AI to search the specification for submittals and populates the grid in the Import Submittals dialog box with the results. A View icon that lets you view each submittal and the option to view the full specification now show in the dialog box.

To view the submittals, click the View icon. The specification opens in a slide-out panel. You can then scroll to view each item identified as a submittal. Click the submittal item to see associated data.

You can click View full spec at the bottom of the slide-out panel or in the Import submittals grid to open the specification in a full page view.

You can then validate and save the items as you would with other imported items to add them to the Submittals register.

Documents

Apply dynamic data in markups – You can now add dynamic data to tool chest items in the PDF viewer, so that information like comment date or user details is automatically populated. Read more

The Define automatic attributes section has been added to the Item details dialog box shown when you create tool chest items.

You can select the dynamic data field, such as Commented by from the Field selection drop-down list and then set the text that shows in the annotation, such as Reviewed by. The Annotation text box shows a preview of the text that will be available in the annotation.

If you want to add more to the annotation, click the Add icon next to the Field selection to add another field (for example, Commented date). You can then click the Add icon next to the text field to add text for that dynamic data (for example, on). The text is added in the Annotation text box.
Create a customized toolbar in the PDF viewer – You can now add frequently used markup tools in a customized toolbar, so you can access them quickly when marking up a document. Read more

To add items to the Favorites toolbar, click Manage Favorites. The Manage favorites dialog box opens. You can then select your frequently used tools.

You can also group different annotation types so that they can be accessed through a drop-down list in Favorites. For example, you could group the different pen markups under a grouping called My pens.
Select from standard color options – When you change the color of an annotation, you are now shown a set of standard color options instead of the color scale.
Save and close on the enhanced Bulk upload page – You can now save your work on the enhanced Bulk upload page when you have added information but are not yet ready to upload. The saved information is loaded the next time you open the tool. Read more

The Save as Draft button has been added to the enhanced Bulk upload page. Click Save as draft when you leave the page but are not ready to upload.

Later, you can come back to the page, and all your data is retained and shows in the Bulk upload grid.

After you complete the upload, the information is removed from the grid.
Clear sheet item on enhanced Bulk upload page – You can now clear items from the enhanced Bulk upload page when items on the page are no longer needed. Read more

The Clear Sheet button has been added to the enhanced Bulk upload page.

After you click Clear Sheet, a confirmation message shows, warning that all files and data will be removed.
Filter based on submittal documents – You can now filter documents based on whether documents are associated to submittals. Read more

A new condition, Included in Submittal, has been added to the Column option in the Filter and sort dialog box. When you use the Included in Submittal condition and set the value to Yes, Document returns a list of all documents that are included in a submittal.

Administration

Include form attachments formats in the Download File format in project configuration – You can now configure the format for form attachments in the file format configuration, so that form attachments are easy to identify. Read more

The Form Attachment setting has been added to Project settings > Project Configuration > Download file name. You can choose to maintain the original file name for the form attachments or configure a new file name format.
New central user management functions – You can now use central user management to create and export security groups and create company types.

Forms

Import form types from a project – You can now import form types from other projects into your current project. Read more

The Import form types from project option has been added to the Actions > Admin menu on the Forms register. When you select Import form types from project, the Import Form Type dialog box opens, where you can select a project. You can then select from a list of form types.

You also have the option to copy configuration tables and copy workflows.

The Import as ID and Import as Title fields are configurable, so you can choose an ID and title that are relevant to your project.
Use multi-select fields in dynamic tables – The form builder now supports adding multi-select fields in dynamic tables.
Copy attachments and section data when duplicating or revising forms – The Forms module now lets you copy attachments and section data when duplicating or revising forms. Previously, only the Initiator section was copied. Read more

Now you have the option to include all sections of the form. When you duplicate or revise a form, you are now prompted to select whether to copy the Initiator section only or all sections.

Lots

Disable closing lots if sublots are not closed – The setting Sub lot status to be closed prior to allowing lot to be closed has been added to Project settings > Lots > Lot Status controls. When selected, you must close all sublots before you can close the parent lot.

Checklists

Use multi-select fields in dynamic tables – The checklist builder now supports adding multi-select fields in dynamic tables.

Reports

Run reports on selected documents – You can now select a group of documents from the register and run a report on them, instead of having to filter them in the Reports module. Read more

The Run Report option has been added to the Actions menu on the Documents register. When you select documents and then select Actions > Run Report, the Standard reports dialog box opens. You can then select the Documents module and the report that you want to run.

The report runs based on the selected documents in the register only.

Folders

Export dynamic folders – You can now export dynamic folders. Previously, only standard and smart folders could be exported.

Integrations

Microsoft Office 365 editing – When Document is integrated with Office, you can now open a document for editing in Office 365, so you can take advantage of Office’s collaborative editing capabilities. Previously, you could only edit a document in Office on the desktop. Read more

The option Open Office online has been added to the Actions menu on the Documents register. When you select this option, the selected document opens in Office 365.

After you make changes to the document you can publish them in Document. A new column Office online changes has been added to the Documents register. After you make changes to the document, the value of the column is Awaiting Publishing.

When editing is complete, you can go to the Details page of the document to publish it. The Files section of the Details page shows a warning that changes have been made to the file and who made the most recent changes. You can then publish the document as a new revision or as a new version.

The Publish changes button has been added to the Details page. To publish changes, click Publish changes, and then select Publish as a new Revision or Publish as a new Version.