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Changelog

HomeSquirrel

Squirrel builds your Home page

On Home, Open findings per asset, as bars is typed into Or describe a section and Squirrel makes it and a bar section joins the page; then a request from the squirrel button beside the layout tabs opens the chat, which replies and adds an Open findings list

Home and an asset’s Overview no longer have to be built by hand. Type what you want in Or describe a section and Squirrel makes it… at the end of the page, such as “open findings per asset, as bars”, and Squirrel builds the section. In the chat, ask for a whole dashboard, such as “set up my home page for the weekly review”, and Squirrel lays out every section. To change one section, right-click it and use Ask Squirrel to change it…. Each change offers Undo. Squirrel can also write a text section, such as today’s most urgent tasks, and keep it up to date.

Also in Home, Asset overview, Squirrel

Platform

Smaller improvements, early October

Smaller changes

  • Document actions in every menu. A document row’s menu, the preview, and a fact’s menu in lineage can pin the document, download it, or open it in your source. Files left out on purpose show as Excluded, and Detection failed is separate from Couldn’t be read.
  • Text filters gain is and is not.
  • Search forgives typos and word order. Your words match the start of words in a name, in any order, and a small typo still finds the record. An unsigned contract ranks below the signed one. Mentions rank the same way.
  • A chart click narrows the related sections. On Home, clicking an assets chart also narrows the task, finding, and document sections to those assets.
  • An asset’s sections show only that asset. Documents, systems, and suggestions sections on an asset’s Overview no longer list other assets’ rows.
  • Squirrel no longer asks you to upload a document. When one is missing, it lists the asset’s synced folders instead. It can also change your notification settings when you ask.
  • An analysis that has never run reads “Not run yet”.
  • The first sign-in screen is simpler. It reads “You’re all set”, with a link to recheck access. See logging in.

Also in Search, Mentions, Home, Asset overview, Documents, Lineage, Filtering tables, Squirrel, Notifications and inbox, Logging in

Documents

Sync health in more steps

An asset’s sync now falls behind in steps: orange after 20 minutes without a sync, red after 30, and grey when it is turned off. How your data gets in lists each state. A file that is empty in SharePoint is skipped instead of failing the sync, and failed files are retried hourly. The Processing status card on an asset’s Overview has one badge for sync and processing that opens the detail, and Refresh starts a sync if you can manage it. A document still being checked for records shows Detecting records.

Also in How your data gets in, Documents, Asset overview

SuggestionsSettings

Right-click a field to ask for a value

Right-clicking the empty Region field on Gusty Wind, typing a request into the Ask Aevy box, the field shimmering, and Trøndelag arriving as a suggestion with Leave empty and Use this value

Right-click a field on a record, such as a property in an asset’s details or a task’s due date, and type what you want in Ask Aevy to suggest a value…: where to look, or the value itself. The field shimmers while Aevy reads your documents, and the answer arrives as a pending suggestion on that field, with your request at the top of its reasoning. Right-click a task, event, finding, system, or obligation for Ask Aevy to change this…, which can propose an update, a completion, or a new assignee. Nothing changes until you accept. When Aevy finds nothing, the field says so and why. Also new: an administrator can switch a feature off for the whole organization under Settings > Features, without deleting its data, as core concepts explains. Analyses join Due Diligence.

Also in Suggestions, Core concepts

HomeAssets

Aevy opens on Home

Home across all assets, then Gusty Wind picked in the All assets picker, and the processing status, the findings ring, and the task count narrowing to that asset

Aevy now opens on Home, at the address the Portfolio page had. It is your own dashboard: you add sections, each one a list, a table, a chart, a number, or a map of one kind of record, across all your assets or narrowed to one with the All assets picker. Keep several layouts as tabs and set one as your default. Only you see them. A new Map display draws assets and systems as pins that cluster as you zoom out. The grid of asset cards is gone: add an assets section, or use the Portfolio panel in the sidebar. An asset’s Overview works the same way, scoped to the asset, and its fixed charts became sections you add. Both pages open on Processing status, the same bar as the Documents page.

Also in Home, Asset overview, Getting around, Documents

Platform

Smaller improvements, September

Smaller changes

  • Notification settings open on a simple page. One switch sends notifications by email too, you pick your assets, and you tick the situations worth telling you about. The full grid per record type moved to Advanced notification settings.
  • Getting to know you starts from your profile settings, and no longer appears on the dashboard.
  • An analysis opens on three numbered tabs, Conclusion, Findings, and Checks, and the coverage bar filters the checks. An analysis you have not run reads “Click to run” and opens a setup page. See document handover.

Also in Notifications and inbox, Getting to know you, Document handover

SidebarAssets

A new sidebar

Portfolio opened from the sidebar, an asset picked, and the sidebar changing to that asset's sections

The sidebar has a new layout. The Inbox and the fold button are at the top. Portfolio opens a panel that lists your assets, which you can filter or group by technology or country. The app’s pages are under Browse all, and you can pin up to six of them to the sidebar as icons. Favorites are the main list, with an Add favorite row and, under them, the records you opened recently. When you open an asset, the sidebar lists the asset’s sections, and the asset page no longer has a menu of its own. Your mode moved to the account menu at the bottom. The sidebar no longer folds by itself: it stays open or folded until you change it (Cmd+B).

SearchSidebar

Search over the Tasks page, narrowed with Tab to Gusty Winds, then to Documents, then searched for inspection

Click the search box at the top of the main sidebar, or press Cmd+K on any page, and type part of a name. Assets, documents, tasks, findings, and the other record types come back grouped by type, along with your saved views and the app’s pages. Before you type, Search lists what you opened recently and your favorites. Press Tab to narrow the results to one type, or to one asset and then a type on it. When nothing matches, Enter sends your text to Squirrel as a question.

SuggestionsTasksFindingsEvents

Suggestions wait in their own lists

A proposed record now waits next to the records it would join. Tasks, findings, events, contacts, companies, and systems each have a Suggestions tab on their list, where every proposed row is tinted and has Accept and a dismiss button, with Accept all for the tab. A suggestion card shows the proposed record itself, and the source, the confidence, and the citation check moved under Why?. Aevy also stops proposing a record that already exists. Squirrel can draw a view in the chat, such as this month’s tasks on a timeline, and Save view keeps it as a tab on its page.

Also in Suggestions, Tasks, Findings, Events, Squirrel

A guide for every workflow

How workflows work opens the section: what a workflow is, and the journey from asking for one to using it. A diagram splits it at the point that matters, since setting one up is manual and happens once, while running it is not. It closes on the decision most people leave implicit, which of a workflow’s proposals should accept themselves and which should wait for a person. That is less a question about trusting the output than about staying informed: a record that changes with nobody watching is how a register drifts from what the team believes is in it.

A new Your first steps section walks a new asset through four, in order, each ending by naming the next. Asset information onboarding is step one, and it is a review rather than a data-entry job: Aevy builds the asset record from the data room, you check the units, their names, their parts and the headline facts, and you add the custom fields your team tracks beyond the standard ones. Getting to know your documentation is step two, mapping the stakeholders first and then the agreements that govern the asset, with a diagram of how one counterparty reaches a hundred documents and a dozen duties. Assess the data room is step three, checking what you hold against what you should. Set up the automations is step four, picking the workflows that match work your team already does badly or slowly.

Eight workflow guides cover the running work, each naming the technologies it runs on: blade inspections and oil sampling for wind, statutory inspections across all three, preventive and corrective maintenance, handover punchlist, internal auditing and document handover. Statutory inspections also names the regimes covered, the United Kingdom, France, Germany and Spain, with other geographies in development.

Also in Document handover

Squirrel

Squirrel writes what you ask for as a draft

When you ask Squirrel to create a record, such as a task for next week’s inspection, it writes the record as your draft in the chat. Check the fields, then press Create to file it or Discard to drop it. Nothing is created until you press Create. Work Squirrel proposes without being asked still arrives as a suggestion, for anyone on the asset to review. The difference is who wanted the record: a draft is yours, and a suggestion waits for a decision. Squirrel in depth covers how the two differ.

Also in Squirrel, Squirrel's memory and background work

Platform

Smaller improvements, late August

Smaller changes

  • The first tab on Tasks, Findings, and Events reads Active. It shows the records still in play, rather than everything.
  • Dismiss all can be undone. It is one action now, and the toast offers Undo.
  • One value leads when documents disagree. When several documents propose different values for one field, the most confident suggestion leads and the others sit under “N other suggestions”.
  • The activity feed folds updates. Runs of field changes collapse into one “N updates” row, and Show all activity opens them. Comments stay visible.
  • A suggested obligation needs its full cadence. Accept waits until it is set, and Accept as draft keeps it for later.
  • Statutory inspections work on combined sites, such as wind plus storage.
  • The Squirrel chat opens on prompt cards, and its steps fold into one line once the answer starts.

Also in Tasks, Findings, Events, Suggestions, Activity log and comments, Obligations, Statutory inspections, Squirrel

Tables

Display options on every table

The sliders button above every table opens Display options, one panel for how the table looks: the display (a list, a table, cards, a timeline, or a gantt), what it is grouped by, and which columns show. Grouping by a date column adds a Period line, from Day to Year, and each section is one period. A chart can split each group by a second column. A saved view keeps all of it, so a view of overdue tasks opens drawn the way you left it. Two new views come with it: Plan by asset, a gantt on Tasks, and Due by month, a timeline on Findings.

Also in Grouping tables, Filtering tables, Tasks, Findings

Statutory inspections guide

The statutory inspections grid on an asset now has a guide. It covers what each mark in a cell means. It also covers how Aevy settles a status between the report and the findings still open against that part, and the six and twelve month expiry the corner dot counts. Two marks exist so a gap can’t read as a pass: unsure, where the report couldn’t conclude, and missing, where no report covers the pair at all. The guide closes with the Refresh inspections button, for when Aevy processed a document minutes ago and the grid hasn’t updated yet.

Platform

Smaller improvements, mid August

Smaller changes

  • Squirrel proposes changes to records that exist. Asking it to close a finding or reschedule an event used to leave you with a second one, since it could only propose new records. Tasks, findings, events, obligations, companies, assets, and systems can be updated from chat now, and each change appears as an ordinary suggestion you accept or dismiss. No chat turn can propose a deletion.
  • Cited text is easier to find in a document. A citation built from several cells highlights fragment by fragment in the viewer. Matches are held to the page the citation names. A scanned PDF with no text layer reports the missing layer, instead of a failed text match. Lineage covers what a citation is.
  • Three fixes on tables.
    • A pinned column stays put when the table scrolls sideways.
    • The last column takes the leftover width instead of leaving a dead strip.
    • A resizable column no longer measures itself 16 pixels too wide.
  • Events have status icons of their own, a diamond family with the same inner marks as tasks and findings, so the three read as one system.
  • Keyboard focus is visible again. A style reset was suppressing the focus ring on buttons, inputs, and selects, so anyone working by keyboard had nothing to follow.
  • A document opens at full width. The Details panel starts closed, and opens on its own only when you follow a link to a fact inside the document.
  • Updates to obligations and findings stop failing silently. An update suggestion that could not be applied used to fail silently or return an error; it now reports what it could not do. An item also belongs to one custom group at a time, and picking a group moves it rather than adding a second.

Also in Lineage, Documents, Filtering tables, Events, Suggestions, Obligations, Squirrel

Assets

Set an asset's location by dropping a pin

The Location and address section of an asset, a map with the asset pinned on the coast, Change pin in its top right corner, and the latitude and longitude in a row under it

An asset’s details page draws the asset on a map, with its latitude and longitude in the panel under it. Change pin turns the map into a picker: the cursor becomes a crosshair, a click writes both coordinates, and Escape or Cancel leaves it. The pin and the numbers are one value shown two ways, so typing a latitude moves the pin and dropping a pin fills the fields. A pending coordinate suggestion draws a second, purple pin where it would land, and you accept it on the field as before.

Smaller changes

  • Selecting a custom group in Obligations also loads that group’s own rows now, instead of waiting for the list to page far enough for them to appear.

Also in Asset overview, Suggestions, Obligations

SidebarAssets

Group the sidebar's assets

The Assets section of the main sidebar has a control on its heading. It groups the list by technology or by country, or leaves it flat. Each value becomes a section you can fold, A to Z inside. Assets with no value for that axis collect in an Other section last. Aevy stores the choice per user, so a portfolio you read by technology is still read that way on your next visit.

Also in Getting around, Home

Suggestions

Why? on every suggestion

Why? used to appear on obligation suggestion cards alone. It’s on every surface a suggestion appears on now: create cards, update popovers, and hover previews. It opens the same explanation each time, read top to bottom. It shows the document and page Aevy read, the conclusion it drew, and the confidence it reports on each field. A Grounding score then measures whether the text it cited supports that conclusion.

Grounding doesn’t check that the source itself is right, or that the conclusion is complete. It’s also early work, and Aevy is still improving how it scores. Treat a low one as a reason to open the source and read the line yourself. Aevy writes nothing until you accept, and lineage shows where a fact came from in full.

Also in Suggestions, Lineage

Obligations

Obligation counts span the whole view

A group down the left of Obligations used to count the rows that happened to have loaded. Scrolling changed the numbers, and a category with forty waiting suggestions could be missing from the list entirely. Every group shows its own summary from the server now, attribute groupings included. Its overdue line and its suggestion count cover everything the view matches.

The list also loads in rounds and shows the load while it does, instead of showing “No obligations yet” and filling seconds later. Cards are wider, four across at most, and the health dot is grey under Draft and Suggestions. Nothing there is on a schedule until you accept it.

Also in Obligations, Suggestions

TasksFindings

Tasks and findings summarize themselves

The Tasks page with a strip of cards over its rows, the Overdue count of 380 pressed, a dashed Overdue pill appearing in the filter row while every other card recounts to 380, and the pill clicked again to restore the full 712

The Tasks and Findings pages have a strip of cards above their rows now. Tasks shows Overdue and Due in 7 days as counts, then how the list divides by priority and by asset. Findings breaks down by severity, and in Asset Management by system and by component, so the strip shows what that mode tracks. The page’s own filters scope every card, so the strip always counts the rows below it.

Press a count or a wedge, and the whole page applies that filter. It appears as a dashed pill in the filter row, named for the card it came from, and every other card recounts inside it. Clicking the pill puts the page back. The strip appears only where the table is the page. Inside an asset, the rows stay one part of a page that already has its own summary.

Also in Tasks, Findings, Filtering tables

FilteringPlatform

Fold a group away

A document table grouped by status, the chevron on the Done heading clicked, and that group's rows folding away with the heading and its count of nine left in place

Grouped tables and lists fold now: a chevron on any group heading folds its rows away and leaves the heading and its count. What you fold describes what you’re looking at, rather than what the view is, so it doesn’t save with the view. Changing display starts every section open again.

Smaller changes

  • The sidebar takes three settings: always open, always folded, or automatic, and Cmd B steps through them.
  • The inbox and Notify me are on for every organization now, rather than switched on one at a time.

Also in Grouping tables, Getting around, Notifications and inbox

AssetsSidebar

An asset has a sidebar of its own

The portfolio with the main sidebar open, an asset opened, that sidebar folding to a column of icons while the asset's own sidebar takes the left edge, then a row of it opening the asset's documents

An asset now has a sidebar of its own on the left, replacing the tab strip across the top. It lists every page on the asset in four groups. The first is the asset itself, with its overview, details, and systems. The others are the work on it, the records it holds, and the read-only views. Each row is a page with its own address, so a shared link opens that page directly instead of the top of the asset.

While you are on an asset, Aevy’s main sidebar folds to icons and expands when you point at it, so the two sidebars share the left edge. Overview is now a dashboard: you can add, customize, and filter its sections, and the arrangement is stored per asset.

The sidebar’s contents follow your mode. Asset Management shows the operational pages, systems among them. Due Diligence drops those and shows the asset as a review instead, with findings ranked by severity.

Also in Asset overview, Systems and components, Getting around

Information security guide

The security brief we send to IT reviewers is now a guide anyone can read. It covers where Aevy hosts your data: a database and file storage dedicated to your organization, in your region. It covers how access runs through your own identity provider, and what we do and don’t do with your documents. It also covers what happens to them at the end of the term. The commitments rest on the Subscription Agreement and its DPA, and the page states plainly which certifications Aevy doesn’t hold.

Guides for recurring tasks and bulk updates

Three task rows are checked one after another, the status picker opens on the first one, the view zooms in to show its header reading Update 3 selected tasks, In Progress is chosen, and all three rows change status

Three parts of the product that were in the app but not in the guides.

Recurrence, end to end

The tasks guide now covers the pattern, the span, and the preview of the dates it produces. It also covers what changing a series does to occurrences already scheduled.

Bulk updates

Bulk updates get a new guide. When you select rows in the Tasks, Findings, or Events table, the table’s own cell editors become an editor for the whole selection. Edit up to 100 records at a time.

Obligations against tasks

The obligations guide sets the two side by side, with the cycle that turns a contract’s cadence into dated work. It also covers what changes when you edit one rather than the other.

Obligations

Obligation suggestions moved to their own tab

Suggested obligations no longer appear among the ones you already track. They’re under the Suggestions tab, which shows the count of what’s waiting, so the Active, Drafts, and Archived lists hold only real obligations. Your groups down the left still apply and still show their own suggestion counts. An asset with no obligations yet but a queue waiting opens on Suggestions instead of on an empty list.

DocumentsFilteringSuggestions

Grouping on every table

A document list grouped into sections, a Done heading showing a count of 9 above its rows, and a Duplicate heading showing a count of 1 below them

Every table gained a Group by control beside its filter bar. Pick a column, and rows collect under one heading per value. Each heading counts everything your filters match, rather than the rows on screen, so a section shows its real size before you scroll into it. Grouping saves with a view alongside the filters and columns.

Faster document lists

Long document lists open and scroll faster, on the order of seconds rather than tens of seconds on a large set. Rows arrive as you reach the bottom instead of a page at a time, and the pager disappears. A list of fifty thousand documents costs the same first paint as a short one.

Suggestions on for everyone

Suggestions is on for everyone now. It used to turn on per organization, with reading suggestions and letting Aevy draft them as two separate switches. Aevy retired both switches. Nothing about the review loop changed, and Aevy writes nothing until you accept.

Platform

Smaller improvements, early August

Smaller changes

  • Generating an analysis no longer sends notifications. The draft work a run creates was notifying you on every step it drove, so one run could cost a few hundred notices. Unpublished draft work now raises none at all.
  • The Portfolio page no longer crashes when you zoom the browser.
  • Activity logs name Sync as Sync, rather than Unknown User, and the same goes for Aevy’s own actions.
  • Changes to your documents show up in lists and counts as soon as you make them, instead of within a few minutes.
  • A corrupt file shows Corrupt as its status rather than reporting a general reading error, and Aevy stops retrying it.
  • A Regulatory Compliance category joins findings, for reliability-standard and regulator-driven work.

PlatformOnboardingAevy chat

Reminders are tasks, punchlist items are findings, requirements are obligations

Three parts of the platform changed name so the words on screen match the words the industry uses, which the glossary now records.

  • Reminders are now tasks.
  • Punchlist items and risks are now findings, with defect or risk kept as a field on the record.
  • Requirements are now obligations.

The rename moved nothing and lost nothing, and old links redirect. If you were using Aevy before today, each renamed section has a marker in the sidebar for 60 days that shows its old name.

Changes to Squirrel

  • A guided first conversation. New accounts start in one instead of an empty dashboard. It records what you work on and how much it should do on its own.
  • Squirrel answers product questions from these guides, naming the one it read.

Also in Core concepts

Platform

Smaller improvements, late July

Smaller changes

  • Citations in the document viewer point to the same passage the highlight does, so following a fact to its source no longer drifts a paragraph.
  • Filter options now sort alphabetically.
  • Drawers close when you click outside them.
  • Pinned documents no longer leave a gap under the sticky header.
  • A format Aevy doesn’t read shows plainly rather than as an error.
  • A failed text-recognition provider shows on the document instead of stalling silently.
  • Findings match by identifier. Aevy matches a suggestion that updates a defect to it by identifier, instead of by overlapping references. Unrelated findings no longer receive each other’s proposals, and a retried batch leaves no duplicate behind.
  • Notification emails come from Aevy rather than a person’s name.
  • Aevy fixes a sign-in loop that could bounce you between the login page and the app.

Aevy chat

Chat runs and exports your saved views

Ask Aevy for a saved view by name, and it runs that view for you. It applies the filters, sorting, columns, and asset scope you saved, rather than guessing a fresh query. It works across documents, tasks, obligations, findings, events, contacts, and companies. Ask for the results as a file and it returns a CSV or Excel download of the same rows. Favorited views resolve the same way, so a view you keep in the sidebar is a name you can use in chat.

Suggestions

Accepting suggestions on systems and components

Suggestions that change a system or a component now write when you accept them. Both used to fail on accept: the proposal stayed in the list however many times you tried it. Each record type has its own write path. Accepting a system suggestion updates that asset’s system. A component suggestion patches the shared component catalog instead, so the corrected value applies to every asset using that component.

The standards Aevy works from, in one page

A new guide names the published guidelines behind how Aevy structures asset information. They’re four SolarPower Europe best practice guidelines and the IEC documentation standard. The guide links each to its source, and to the part of the product it shapes. Aevy contributes to the association’s Asset Management and Digitalisation workstreams and co-authored the Technical Due Diligence guidelines. The page also records where that work fits.

ObligationsSuggestions

Obligation suggestions appear in the list they belong to

Obligations Aevy proposes from a contract no longer wait on a separate page. They appear in the obligations list itself, in date order among the ones you already track. A count at the top shows how many are waiting for review. Each section includes an accept-all action, so a contract that produced a dozen obligations takes one decision instead of twelve.

Three new guides

Three new guides went up the same day, covering the ground between logging in and working a record:

  • The Portfolio: cards, map, and filters.
  • The asset overview: attention pills, inline-edited properties, analytics, and the Dataroom card.
  • How your data gets in: the read-only SharePoint sync, its ten-minute cadence, supported file types, and processing statuses.

PlatformDocuments

The user guides go live

The Aevy user guides are live at docs.aevy.io: one guide per screen, with real screenshots, covering getting around, documents, systems, suggestions, Squirrel, and the work you track. Platform changes appear there on this changelog, with the guides that cover them linked from each entry.

A recap by email

Aevy can email you what’s overdue on the assets you manage, broken down per asset, daily, weekly, or monthly. It’s off until you turn it on in your notification preferences, and it reads the same records the pages do.

Sharper citations

Clicking a fact or a citation anchors the document to the matched passage rather than near it.

Smaller changes

  • Empty and zero filters apply correctly, for is empty, is not empty, and zero values.
  • The @ mention search responds faster.
  • Aevy staff no longer appear in assignee or mention pickers.
  • Replies to comments you are part of notify you.
  • Contacts exports include an Asset column.
  • The reminders views now show only the columns you triage by.

Also in Core concepts, Activity log and comments

SuggestionsPunchlist

Suggestions review, rebuilt

Reviewing what Aevy proposes takes fewer steps, and acting on the punchlist takes fewer clicks.

Suggestions review

  • Obligations in context. They appear where they came from. The card resolves and shows the source documents, and the whole card is clickable.
  • Reruns clear their duplicates.
  • Two combined actions cover the common paths: accept and reprocess, and accept and complete.

The punchlist, faster

  • Due by and responsible company joined the table as columns.
  • The default sorting brings the pressing items first.
  • Comment from the list without opening the item.
  • Resolve on the spot by holding Cmd or Ctrl while clicking a status badge.

SidebarPlatform

Favorites in the sidebar

Star what you use most, whether an asset, a contact, or a saved view. It appears in a Favorites section near the top of the sidebar. The sidebar itself now drags to the width you want, and collapsed to the rail it shows favorites as icons instead of overflowing.

Smaller changes

  • Asset-scoped compliance shows the right items, and its status tab follows your filter.
  • Statutory inspection views load noticeably faster.
  • Notification emails name the asset they concern.
  • Requirements in Squirrel join documents, tasks, and events as clickable mentions.
  • Chat tables gained copy and download.
  • Two fixes: a sign-in redirect loop, and a broken scroll on the document table.

Also in Systems and components

ComplianceDocuments

Document gap analysis, sharper

You now scope gap analysis runs, and the run applies the perspective you pick.

  • A reviewer perspective. Pick Lender, Owner, or M&A, and the run reads for what that reader cares about.
  • A folder scope. Point the run at part of your document set with a folder picker rather than the whole of it.
  • Progress you can watch. A segmented bar tracks the run as it goes.
  • Findings start as drafts. They appear unpublished, so you publish what’s worth keeping instead of correcting what you already published.

Also in Obligations

RemindersPunchlist

Bulk-edit tasks

Select several tasks in a list and update their status or priority in one action, instead of opening each one. Triage after an inspection report appears in minutes.

Also in Findings

Assets

EV charging assets

EV charging joins solar, wind, and storage as an asset type, so Aevy tracks charging sites like the rest of your portfolio. Documents, systems, work, and people all attach to the asset.

Filtering

Saved views on every table

Saved views now work on every table: Documents, Tasks, Findings, Events, Contacts, and Systems. Save a set of filters, columns, and sorting under a name, and it appears above the table the next time you open it. Filter tab counts also update as you edit rows, with no reload needed.

Also in Favorites and pinning