Document 26.5 Release Notes

This is a preview of the upcoming release. General release is available starting 28-MAY-2026.

Web Release Notes

Documents

Prevent schedule date changes for existing reviewers – You can now prevent changes to the schedule completion date for existing reviews when the workflow is updated with new reviewers. Read more

The setting Review scheduled completion date cannot be changed has been added to Project settings > Document > Review/Release. When the setting is enabled, you cannot change the scheduled completion date of reviews that are already in progress.

When reviewers are added to review, you cannot give that reviewer more time than what remains in the total review time. Doing so could result in a reviewer being added after the scheduled completion date and the review being immediately overdue.
Hide annotations in the PDF viewer – You can now hide all annotations in the PDF viewer, so with a single click you can view a clean page without markups. Read more

The Hide markups toggle has been added to the Markup tab of the PDF viewer. Set the toggle to On to hide all markups in the document.

Office Online integration

Publish Office Online document as a new status – When publishing a document from Office Online, you now have the option to publish the document as a new status, so you do not have to change the revision to publish document updates. Read more

The option Publish as new Revision or Status has been added to the Publish changes dialog box on the document’s Details page. You can select Publish as a new Revision or Status, and then select the revision or status from the Status field.

Administration

Set register pagination and mail footer user preferences at the project level – You can now set the user preferences for the pagination option for registers and the mail footer at the project level for all users. Read more

The Provide pagination to users toggle has been added to Project settings > User preferences. This option shows when pagination is enabled in (Project settings > Miscellaneous > Provide pagination to users). After the setting is enabled at the project level, users can go to their user preferences and change the default setting.

The Preferred mail footer field has been added to Project settings > User preferences > Mail. You can add a mail footer at the project level, and then users can modify the footer in their own user preferences.
Reset two-factor authentication – Administrators can now reset two-factor authentication, so they can assist users when there are authentication issues. Resetting two-factor authorization is not enabled by default. For more information, contact your InEight representative.
Exclude attachment summary file – You can now specify whether to include or exclude the summary file that is automatically generated for when you add an attachment to a form or mail. Read more

The setting Include summary file when attaching documents from the register has been added to Project Settings > Miscellaneous. You can select for both mail and forms whether to include or exclude the summary file.

Submittals

Submittal status in notifications – After a submittal has been issued to the issuing company, the submittal status now shows as Outstanding in the notification. Previously, the submittal status showed as Draft.
Bulk download from Documents page for managing company – The bulk download feature is now available to the managing company on their Documents page. Previously, you had to download each document individually. Read more

The Download icon has been added to the managing company’s Documents page. Click the Download icon to open the Select files to download dialog box. You can then select one or more files to download.
Manage new submissions manually – A new project setting lets you specify whether to have Document automatically remove the new submission indicator or to remove it manually. Read more

Previously, Document automatically removed the indicator when you opened a document making it difficult to keep track of newly submitted documents that might need further action. Now, the new project setting Submittals > Remove new submissions indicator after viewing lets you choose whether the indicator is automatically removed after viewing documents for the project.

When the setting is disabled, you must manually remove the new submission indicator from documents.

Checklists

Define checklist distribution – You can now define distribution groups for checklists. Read more

The Distribution section has been added to the Manage checklist type dialog box.

When you click the Edit icon in the column, the Edit Distribution dialog box opens. You can use the settings on this page to set up distribution groups.

You can also specify who can use each group and whether it is mandatory or selected by default.

The Select distribution button has been added to checklists. When you create a checklist and want to send it to a distribution list, click Select distribution to see a list of all applicable distribution groups. You can select more than one distribution group and add these to the checklist.

The users are added to the applicable field based on how you set up the distribution.
Add dynamic sections to a checklist – Checklist sections can now be configured to be duplicated so that multiple users can complete them. The Dynamic section type has been added to the Checklist builder, which lets checklist users duplicate a section. Read more

When you add the Group control question type to a checklist, you can then format a section, such as a check box or drop-down list. When a checklist of that type is created, the section with the grouped control shows with the Copy icon. After the first user has completed that section, each additional user can click the Copy icon and complete the section.

You can now define a dynamic section for a checklist. A dynamic section lets the entire set of controls in the section be copied multiple times, so project participants can enter relevant information, such as attachments for each action related to the checklist, as many times as applicable.

To duplicate a section, click the Copy icon.

Forms

Form type history – The History tab has been added to the Configure Form Types dialog box, so you can track changes to workflows, distribution, and statuses for the form type.
Submittal section in the Form builder supported in all sections – You can now place the Submittal section in any part of a form when using the Form builder. Previously, you could only place the Submittal section in the Initiator section.
Send close-out notification for each form – You can now request that close-out notifications be sent at the point of closure instead of in the daily summary notification. For more information, contact your InEight project delivery team.
Rich text in the Form builder Label control – The Label control type in the Form builder now supports rich text.
Duplicate form type – You can now duplicate a form type. The duplicate copies all the controls and formatting of the form type to be published in the Form builder. Read more

The Copy icon has been added to the Form builder (Forms > Actions > Admin > Configure form types). To duplicate a form type, select it, and then click the Copy icon.

The Copy form dialog box opens, where you can enter the form type and title and indicate whether to copy statuses, workflow, and distribution.

Mail

Bulk selection for send method – When you select mail recipients, you can now bulk select whether the recipients receive email and hard copies.

Packages

Package PDF viewer navigation – The PDF viewer within the package now includes Previous and Next buttons.

Transmittals

Document details link in Transmittals – When you access the download section of a transmittal, the Transmittal download dialog box now includes a link to the document’s Details page in the Document No. field.

Reports

Authentication data Session history report – The Session history report (02.020) now includes a column indicating whether users have two-factor authentication enabled, providing additional security visibility for stakeholders.
Review Comments report comment type filters – The Review Comments – by Document report (07.020) now has filters to include text comments, annotation comments, or both. Previously, only text comments were included. Read more

Now, you can select filters in the Include section when you run the report.

General

Updated Sign-in page – The Sign-in page has been updated to align with the standards of the user interface. Read more
Multiselect fields in dynamic folders – Multiselect fields are now available when you set up a dynamic folder.
Assign folder access based on company – You can now specify which companies have access to a folder. Previously, you could only give folder access to your company and had to use the Project access, which gives access to all companies. Read more

The Security options have been moved from the Details tab to the new Security tab. The Add folder and Edit folder dialog boxes now include the Security tab.
Details tab item count – When you are on a Details page, badges on the Documents, Attachments, and Comments tabs now show the item count. Read more