Shinydocs Pro 25.x (2025)

25.7 (December 2025)

New Features

• Connectors

  • Microsoft connectors now support OIDC for seamless user impersonation.

  • New Laserfiche connector added.

Improvements

• UI & Usability

  • Overview page toggle to show/hide source percentages (hidden by default for clarity).

  • Item checkboxes with “Select All” option for easier catalog actions.

• Reporting & Export

  • Reporting can now export only visible columns.

  • Disposal exports always include all fields for complete audit records.

• File Handling

  • New flag added to process files without extensions, enabling hashing and text extraction.

Bug Fixes

• UI & Clarity

  • Report icon updated for better clarity at smaller sizes.

  • Top Types widget no longer shows percentages in “By count” view when filters are applied.

  • Close button added to toast notifications to allow manual dismissal and prevent blocking modals.

  • Catalog layout corrected to remove extra white space when more than 10 results are displayed.

  • Fixed incorrect “optional” labels in Add Source modal and masked sensitive values in Edit modal.

• Functionality & Stability

  • Fixed “Delete All” button failing with DB Locked error when multiple sources were present.

  • Fixed ContentServer crawl failure when no nodeid was specified.

  • Reports added during active analysis are now correctly reflected.

  • Editing a source no longer clears tools, ensuring optional tools continue to run until service restart.

25.6 (October 2025)

New Features

• Search Experience Improvements

  • Filters: Refined filter functionality provides more precise and targeted results.

  • Search History: Easily access your previous searches to save time and effort.

  • Result Sorting: Results can now be sorted by relevance, date, and other key criteria.

  • Multi-Document Selection: Improved support for selecting multiple documents for the AI assistant.

  • Performance: Significant improvements to search speed and overall responsiveness.

Improvements

• Access settings

  • Fixed an issue where navigating to Settings > Access and attempting to add a group could cause the page to become unresponsive.

  • The number of search results is now limited to ten, and a minimum of three characters is required to begin searching — improving performance and usability.

• Search

  • Added support for previewing .msg (Outlook email) files directly within Search.

  • Search results now respect the scope of connected sources when multiple sources are available, delivering more relevant results, faster.

• Sources

  • AI Integration: Sources can now be assigned to one or more AI prompts for targeted analysis. After linking a source to a prompt, run a Delta to trigger AI processing.

  • Microsoft Exchange: When the Crawl More Exchange Folders feature flag is enabled, crawling now includes Deleted, Draft, and Junk folders.

  • Logging: A direct link to the logs page has been added in the View Details dialog, eliminating the need to search manually.

  • Duplicate Scoping (Grouping): Administrators can now assign immutable source groups (visible in the sources view) for selective hashing, enabled via a feature flag. The TagDuplicates function now only tags items within the same group. These groups also appear in the Source filter in the catalog.

Bug Fixes

• CLI

  • The AddHashAndExtractedText command for iManage is once again available after being unintentionally removed in an earlier version.

• Extraction Service

  • Extraction logging now uses the same date format as Control Center, ensuring consistency across logs and making comparisons easier.

• Search Library

  • The index health enum was incorrect, causing healthy clusters to be misclassified as "red." As a result, CC incorrectly assumed the cluster was unhealthy and did not run anything.

• AI

  • Resolved an issue preventing users from selecting different models when editing intelligence engines.

• Catalog

  • Restored the Duplicate option in the ROT filter, which was accidentally omitted in a previous update.

  • Searching with quotation marks now returns fewer, more precise results, as exact-match logic is applied.

• Feature flags

  • The application now correctly honors disabled feature flags, ignoring any associated settings as expected.

• Sources

  • Fixed an issue where delete and submit buttons stayed active when deleting or adding a source.

  • The DateTime parsing has been standardized to resolve incorrect DateTime offsets.

25.5 (September 2025)

New Features

• Duplicate Tagging v2

  • Improved duplicate tagging logic (enabled by default, can be disabled via feature flag).

• AI Tools

  • Added support for OpenAI in the AI Query Tool (feature-flagged).

• Shinydocs Search

  • Search results now display the total number of results.
    Warning: This feature is experimental. It may display more results than the user has access to, and enabling it can impact performance and raise data privacy concerns.

Improvements

• Updated default AI Prompt configuration to include all items where pathValid is not false.

• Added ability to disable disposal in demo environments by setting "PartnerMode": true in flags.json.

Bug Fixes

• Duplicate Tagging

  • Fixed tagging for objects with the same ID across multiple sources (now consistently recognized as the same file).

  • Correct behaviour restored when the same file exists across multiple sources (multiple primaries allowed).

  • Improved duplicate tagging under ROT.

• Document Processing

  • Made IronOCR text extraction optional (#ProcessDocumentsUsingOcr flag). If OCR fails repeatedly, disabling it allows analysis to continue without OCR.

• Source Management

  • Restored functionality for renaming sources.

  • Fixed issue where a trailing backslash in a path caused incorrect Source name selection.

• Scheduling & History

  • Fixed issue where tool run history was capped at 10 entries.

  • Fixed issue where the Schedule did not clear the “next run” field after a one-time run.

25.4 (August 2025)

New Features

• AI Tool (Feature Flagged)

  • Introduced AI-powered document tagging and metadata enrichment within the catalog.

• Analysis Enhancements (Feature Flagged)

  • Custom Runs: Users can now choose which analysis tools to run on a given source, providing greater control and flexibility.

• Search Experience Improvements

  • Tag Visibility: PII and ROT tags are now shown beneath each search result.

  • Hit Highlighting: Search results now highlight matching terms in the title, summary, and preview (for supported file formats).

  • Homepage Metrics: The homepage now displays the total number of analyzed items and sources, along with their combined size.

  • Sidebar Enhancements: Improved sidebar panel design for a more intuitive user experience.

• PII Detection Enhancements

  • The system now captures the exact location and values of detected PII within documents (applies to new sources or newly added/modified files).

• Exchange Support

  • Exchange sources can now be crawled with CC and disposed of via the CLI.

Improvements

• Catalog Filtering: Added ability to filter for unique files (excluding primary and duplicate files) in the catalog.

• Windows Negotiate Support: Role-based access via Windows Negotiate is now supported in Control Centre and Search.

• Access Settings UX: Improved user experience on the Settings > Access page.

• License Limit Logic: Enhanced logic around license enforcement and tracking.

• Search Source Filter: Non-public sources (that users aren’t logged into) are no longer displayed in the source filter within Search.

• Tool Dependency Handling: Tools are now properly linked—disabling a tool will automatically disable any dependent tools.

• SPO Migration: Folder names containing ampersands (&) are now handled correctly during SharePoint Online migrations.

• PII & ROT Recrawling: Documents are now automatically recrawled for PII and ROT tagging when changes are detected.

• TagDuplicates v2 Enhancement: When a source is deleted, remaining files are retagged accordingly (applies only to TagDuplicates v2, which is still feature flagged).

• System Health: The System Health dashboard is now gated behind a feature flag.

Bug Fixes

• Text Extraction Retry: If the text extraction service is offline during a crawl, the system now retries extraction in future crawls (previously it was skipped indefinitely).

• PII & ROT Delta Counts: Fixed incorrect PII and ROT tag counts during delta crawls.

• SharePoint to Content Server Migration: Improved error messages to clarify reasons for migration failure.

• Duplicate Key Error: Resolved a duplicate key error that appeared in logs when extraction was triggered during a crawl using TagDuplicates v2.

25.3 (July 2025)

New Features

• Integrated Search Across All Connectors: Users can now perform permission-aware searches across all data sources, enhancing accessibility and comprehensiveness.

• AI Search Assistant: Introduced support for multi-document queries, enabling more intelligent and contextual search experiences.

• Feature Flags: Beta features can now be enabled via feature flags, streamlining the customer support process and early access management.

Quality of Life Improvements

• Enhanced Filtering Capabilities:

  • New filters on the Overview page and Catalog, including custom filters for any indexed field (excluding fullText).

  • Columns now dynamically match added customer filters, improving navigation and usability.

• Catalog & Navigation Improvements:

  • Sticky headers in the Catalog enhance usability during navigation.

  • Connections on the Sources page are now collapsible for better organization.

• Improved Configuration & Flexibility:

  • Control Centre can now be more easily configured as a custom site.

  • Sources and Connections are now independently editable; connections can also be renamed for better clarity.

• Performance & Diagnostics:

  • In-app logging has been upgraded to assist with faster and more effective troubleshooting.

  • New Duplicate tagging (v2)  improvements with significant performance boost (Beta).

  • Reports can now be generated without waiting for crawl completion (Beta).

• Localization & Internationalization:

  • French localization has been expanded across the Control Centre.

25.1.x > 25.2 (June 2025)

New features & improvements

• New filter options are available on the Overview page

• A user can now go to Settings > Logs > Logging settings and change the logging to the desired level.

• A user can now go to Settings > Search (after the Enable Search App Selection feature flag has been enabled) and change which Search app to use.

• To make finding Feature Flags easier, a new search field is added. Searched for text is highlighted on the page.

• New Server Settings page to allow customers to run Control Center on a custom site.

• The ability to add custom filters to the Catalog has been added to Control Center. Any field that is available in the index (with the exception of fullText) can now be used to filter the Catalog.

• The catalog filters now accept ! (field exists) and !! (field doesn’t exist) values to filter the catalog on if files have a certain field or not.

• Files without an extension were previously not hashed, this is changed and files without an extension are now hashed as well.

• Sources and Connections can now be edited independently, allowing for more flexibility. Additionally, Connections can now be renamed.

• Files without an extension were previously not hashed, this is changed and files without an extension are now hashed as well.

• The Overview page widget for “Top Types” now has an option to collapse the expanded types.

• AI, single and multi-document

• Permissioned Search for all connectors

• Show column when user add new filter in data catalog

• Update to opensearch 2.19.2

• Update to dotnet 8.0.17

• Collapse Connections on the Sources page

Bug fixes

• Text extraction failed when Open Search was secured. This has been resolved.

• When there was an unbroken alpha-numeric string of characters (no spaces) above 32,766 TextExtraction failed.

• The delta for Content Server had an arbitrary limit for content analyzed during a delta. This limit is removed.

• Logs page displayed time in UTC, this is changed to display in local time. The language for the time matches the selected language for Control Center.

• If the Search Engine is offline, url is incorrect, or otherwise unreachable, Control Center will still start.

• Several memory leaks are identified and fixed, to improve performance and memory management.

• [More results] is now only displayed when more results can be fetched

• First document is now automatically opened when a Search is executed

25.0 (February 2025)

New Features

• AI Chat bot FEATURE FLAGGED: Ask AI questions on a per document basis in integrated search (also feature flagged)

Improvements to existing features

• Extract more than 32,000 characters FEATURE FLAGGED

• Add path extraction for NetDocuments, iManage, Exchange, OneDrive, SharePoint, Teams, and Content Server FEATURE FLAGGED

• Text extraction libraries (IronOCR and IronPDF) updated to the latest versions

• Set report row limit for each CSV when exporting from the catalogue

• On upgrade, installer remembers where the application was previously installed

Bug fixes

• Fixed an Extraction error in AddHashAndExtractedText for SharePoint Online in the CLI tool

• Notifications page no longer updates the password upon saving