We're pleased to announce that the next point release of ShareDo, version 7.10.0, should be generally available by Thursday, the 9th of October 2025.
This release includes approximately 31 new or enhanced features, 51 issues or usability fixes, and additional security fixes. ShareDo version 7.10.0 also incorporates a roll-up of new features and issues shipped in all patch releases since v7.9.0.
Feature and enhancement highlights for v7.10.0
This section provides important information about this release and highlights some of its new features - a complete list is shown in the tables below.
Potential Breaking Changes
Breaking changes for Report Builder (98883) / Radar Migration (125415):
- The reports admin list has been moved from Admin to Modeller.
- Deprecated the following radar widgets, replacing them with new report dashboards/widgets, which are based on list view data:
-
MatterRadar,MatterRadar_v2,CasePortfolio,TaskProfile,MySiteTaskDashboard,MySiteTaskDashboardTeam,PortfolioTaskRadar,PortfolioMatterRadar - NOTE: In some cases (such as where radars contained time-series data), there is no like-for-like replacement report; however, we plan to support Microsoft Fabric reports in a later release to cater for these scenarios.
-
- Also deprecated these widgets (no replacement)
-
ContractRadar,PersonaRadar,ScorecardProfile,TeamPortfolioRadar,UserPortfolioRadar,TeamWorkbenchRadar,StatementOfWorkRadar,ProceedingsRadar
-
- Deprecated API
/api/matters/radar/* -
Plugins: note that
ISharedoColumnFilterDataProvideris now deprecated; for list view filters, useIFacetBasedSharedoColumnFilterDataProviderwhere possible to support reports.
Reporting Enhancements
We've introduced several key enhancements to our reporting and dashboard capabilities to give you more power and flexibility in data visualisation:
New Report and Dashboard Design Canvases
- Report Designer Canvas: Our new dedicated Report Designer canvas, found at Modeller > Reports, allows you to easily design custom reports based on List View data.
- Dashboard Design Canvas: Assemble one or more ShareDo reports into cohesive data visualisations using the new Dashboard Design canvas.
Report View Widget and List View Updates
- Extended Report View Widget: The configurator for the Report View Widget has been updated to allow you to specify the exact type of report to be added to a page.
- Updated Reports List View: The list view for reports now includes extensions to support the concept of "Report Types" and features several other new columns for improved data management.
Help articles detailing these new reporting enhancements will be available soon.
Email Signatures: Global and Individual Configuration
The enhancement to email signatures allows you to manage them globally and by individual users. There is a new Global Feature configuration which allows email signature behaviour to be configured system-wide, and an extension to the user profile to enable a user to override the signature on their user profile.
- To configure email signatures used globally in the system, navigate to Modeller > Global Features > Email Signatures.
Note the blue help text at the top of the Email Signatures blade.
- To override the global signature for a user's profile:
- Click the user and select My Profile.
- Click the Personal Details nav bar.
- Click the Signatures nav bar.
- Click the Override button and edit the signature. Save to continue.
To revert, click Cancel or the Use Company Default link beneath the edit box.
A Knowledge Base article with full details will be available soon.
New ODS Workflow Actions (Organisations, People, and Locations)
Other than enhancements to the user experience, like a Format button to format JavaScript code blocks, three new workflow actions have been added, which will allow you to add or update the following in the ODS using a workflow:
- Add or update an address
- Add or update an organisation
- Add or update a person
Workflow Analytics
This feature introduces a reporting model for workflows together with a number of analytical reports designed to assist both modellers and system administrators to understand key questions, including:
- How many workflows and what types are running?
- What are their error rates both at a workflow, process, and step level?
- How long are they taking to run?
The Workflow Analytics feature adds a new Workflow Instances page to the Modeller > Workflow menu, an analytics tab on completed process info blades, and an analytics section on the Plan tab of the Visual workflow builder blade.
The Workflow Analytics feature provides clear views and reports to help you understand how your workflows are performing, especially for completed and errored processes.
The key benefits of this new feature are:
- Smarter Workflow Lists: New views in your workflow lists focus on Completed and Errored workflows. For Workflow Plans, you now see important columns like Expected Duration and the Failure Error Rate, making it easy to spot failing processes.
-
Report Widgets: A suite of new reporting widgets can be dropped onto any portal page to provide instant analysis on:
- Process status over time.
- Workflow Error Rates.
- Deeper Insights: The Diagnostics and Modeller pages are improved with these new reports and analytics. This helps you immediately highlight failures and better understand the individual performance of a workflow, including its frequency, duration, and failure rates.
In short, this feature makes it much easier and faster to analyse, track, and troubleshoot workflow performance without complex data mining.
Transcription
This release expands the availability of Transcription within ShareDo, building on the initial launch. Transcription is now accessible in Voice Notes, and a new Complete Transcription workflow action has been introduced. Updated help articles covering these changes will be available shortly. See the existing help articles here. This release includes:
- Visual Workflow blocks for managing batch transcription through a 3rd party provider.
- Interface adjustments on Related Documents to allow for the workflow to be called on relevant (i.e. voice note) documents.
- Interface adjustments to the voice note playback screen to allow for viewing and editing completed transcriptions, and for providing an indication of the last edit made.
- Audit Logging on voice notes to record when a recording/transcription is requested, opened, edited, or downloaded.
Document Repository Enhancements
Two improvements have been implemented: iManage search is now integrated directly within ShareDo, and you can resize document preview windows using the draggable separating bar.
Document Bundling Enhancements
- A new toggled option is now available to start a section with a document separator. This feature allows you to apply document separator tags directly to section headers.
- You can now configure the Document Reference field to be hidden by following these steps:
- Navigate to Modeller.
- Search for and load the work type task 'Document Bundle'.
- Click Aspects (top right).
- In the 'Top' section, locate 'Document Bundling Details' and click Edit Aspect Config.
- The new 'Hide Document Reference' switch is available here.
In the tables below, the Internal ID reference is solely for ShareDo to track the items.
Features/Enhancements in 7.10.0
Full list of all features and enhancement tickets shipped in this release:
| Internal ID | Description |
|---|---|
| 122900 | [AI][LLM] - ShareDo AI Chat widget aka "Ask" framework is added but hidden behind system experimental setting as it is not available in production environments. |
| 129549 | [API] - The DMS API (/api/v1/public/dms) used to require a user context, now if this is not provided, it fallsback to the service account (providing it is enabled on the linked service). |
| 123887 | [Audit] - Audit queries to the database have been optimised to accommodate larger datasets. |
| 127194 | [Bundling] - Document Reference field can now be configured to be hidden in the following location: Navigate to Modeller > Search and load the work type task of ' Document Bundle' > Click Aspects (top right) > In the 'Top' section, locate 'Document Bundling Details' & click Edit Aspect Config > The new 'Hide Document Reference' switch is present |
| 129898 | [Bundling] - New toggled option to start a section with a document separator. This allows you to use document separator tags on section headers. |
| 131696 | [Bundling] - UX Enhancements for large file names. |
| 115112 | [Business Rules][Modeller Assistant] - A new modeller assistant job will migrate legacy document template display rules to the equivalent business rules. Legacy display rules are therefore now deprecated and can no longer be applied to document templates. |
| 129582 | [Data Loading] - Using the data load framework, key dates can now have reminders and comments provided. |
| 98883 | [Data] - Report Builder with List View Support as a data source. This feature makes List View Radars more robust and configurable. |
| 115118 | [Deprecate][Modeller Assistant] - This feature migrates the legacy key facts widget to the new one and deprecates the legacy one. |
| 125415 | [Deprecate][Modeller Assistant] - Migrate existing Radar widgets to the Report Builder. |
| 122155 | [DocGen] - Enable finer-grained control over document template pack requirement levels. |
| 129555 | [Document widget] - Integrates iManage search, allowing searching of the repository and file contents from within ShareDo. |
| 123353 | [Email] - Manage Email Signatures globally and by an individual user. Global Feature configuration which allows email signature behaviour to be configured system-wide, and an extension to the user profile to enable a user to override the signature on their user profile. |
| 131575 | [Finance][Time Recording] - Enhancement to existing 'default time category' config setting and introduction of optional time category restrictions per work type. |
| 126018 | [Import/Export] - Enable ODS connections to be added to import/export packages. |
| 131950 | [List Views] - Closing or hiding filters on List Views has been made clearer. |
| 132069 | [List views] - Support for facet/list of value filtering for Option Set columns. |
| 115116 | [Modeller Assistant] - Migrated Markdown Document/Email Templates to HTML Templates and deprecated Markdown support. |
| 126536 | [Modeller Assistant] - New "Finalise Actions" presented after Modeller Assistant jobs have finished running. E.g., Cache Reset Required or Elastic Reindex Required. |
| 121130 | [Notifications] - The Outbound Emails - Notification work type UI has been updated which also fixed an issue when the blade opened. |
| 130325 | [Reparent Work Item] - Has been made available for non-admin users via a separate permission. |
| 126495 | [Scorecards][Modeller] - You can now configure a work type to use the primary scorecard instead of having to configure one. |
| 128135 | [Transcription] Phase 2 - Deeper Functionality - Workflow & Voice Note tie-ins. |
| 130411 | [UX][Documents] - There is now a draggable resize bar between widgets and the docked document preview panel to increase the size of the preview. |
| 125114 | [UX][Tab Titles] - This is a Global Feature that allows you to override browser tab titles and set all tab titles to "ShareDo" or a custom identifier. |
| 125205 | [Workflow] - There is now a Workflow Block to add an organisation. |
| 125204 | [Workflow] - There is now a Workflow Block to add a person. |
| 125580 | [Workflow] - There is now a Workflow Block to add or update Addresses. |
| 116088 | [Workflow] - Added "Format" button to the editor in a workflow JavaScript block to format the code. |
| 128317 |
[Workflow Analytics] - This feature introduces a reporting model for workflows together with a number of analytical reports designed to assist both modellers and system administrators to understand key questions, including:
|
Issues resolved in 7.10.0
Full list of issues resolved in this release:
| Internal ID | Description |
|---|---|
| 126616 | [Admin] - Fixed spelling mistakes on the Channels > Email page |
| 129397 | [API Documentation] - Offers public API documentation updated (correcting offerLodged as offerLodgedDate). |
| 112604 | [Blades] - Fixed an issue where the Assign blade did not close after adding users as participant roles. |
| 125073 | [Budgets] - Changes to the budget while changing the budget phase were not saved. The budget blade will now be disabled when transitioning phase. |
| 127781 | [Business Rules] - Fixed an issue where "Field Has Expected Value - User Specified" is limited to strings. Added support for comparing user-specified GUIDs in the "Field Has Expected Value" rule. |
| 127180 | [Data Composer] - Fixed an issue where the Liability Position for each Role was not surfaced in data composer. |
| 129755 | [Data Composer][ODS connections] - Fixes an issue in Data Composer where symmetric ODS entity connections threw an error. For example, a "Marriage" connection where the left side of the relationship and the right side of the relationship are the same - "Married To". As opposed to an Employer / Employee connection, where right/left sides are different. |
| 125373 | [Data Quality Rules] - This fixes an issue where copying data quality rules from the parent did not copy the associated business rule. |
| 128568 | [Data Table Upload] - Fixed an issue where double quotes in data caused the upload to show as always running and produce errors in Seq. |
| 126024 | [Data Table Upload] - Fixed an issue where variables were not being automatically mapped in the data table upload. |
| 125641 | [Database] - Fixed an AutoMapper error. |
| 128800 | [Debt][Interest] - Invoice Interest service to take into account invoice payments made before the interest start date. |
| 133092 | [DMS] - Distributed lock changes had caused issues with the template downloader. Fixed issue with race conditions and renewing lined service refresh tokens. |
| 100009 | [DMS] - Fixed an issue where removing a link for an existing bundle throws an unhandled error of 'The DELETE statement conflicted with the REFERENCE constraint "fk_documentBundleDocuments_relatedDocumentId". |
| 129714 | [DMS][iManage] - Fixed an issue where iManage refresh token has a potential 'race-condition' in multi-server ShareDo environments where each server requests the token and each request invalidates the other server request. |
| 129393 | [DMS][Widget] - Fix for error when dragging a file onto a document expectation in the DMS widget. |
| 129761 | [Document Actions] - Fixed an issue where tax on Payment Request created by Doc Action shows as zero in the Financial Transactions Log. |
| 126132 | [Document Actions] - Payment methods with display rules were hidden when you created a payment document action. Fix applied so payment methods aren't striped when creating a payment document action. |
| 132315 | [Document Actions] - The "Skip for Smart Plan Generated Documents" setting on Document Actions has been changed to "Skip for Workflow Generated Documents" and will now apply to smart plans, EE Script plans and Visual Workflows. |
| 123919 | [Document Repository][UX] - Fixed display issues with columns' titles and values in blades. |
| 117115 | [Email] - Fixed an issue that occurred when creating an email from the menu, and the template is set to restrict the TO:, that TO is not populated and causes issues with generating the template. |
| 124354 | [Finance] - Fix to ensure only necessary requests to the unpaid invoices API are made when multiple instances of the widget are open. |
| 127799 | [Finance] - Fixed an issue where Budget sections moved when editing them by ensuring Budget structure segment values are not reordered when optional values are added. |
| 128552 | [Finance][API] - The /api/v1/public/finance/invoice endpoint returned the error "The given key was not present in the dictionary". The fix was to update the Public APIs for Invoices and Payment Requests to capture a specific error when the relevant aspects are not present on the requested work type. |
| 133520 | [Finance][API] - Performing a PUT using the work item API for a Payment Request with null currency/chartOfAccountsSegmentCodeId properties clears these properties on the transaction. The likely error displayed in ShareDo usually has the text "Value cannot be null. Parameter name: key". |
| 125570 | [Finance] - Update Public APIs for Invoices and Payment Requests to capture a specific error when the relevant aspects are not present on the requested work type. |
| 126470 | [Finance] - Updated Create Invoice and Create Payment Request VM toolbox items to store invariant codePath for transaction CoA codes. Created an Assistant job to store this property for existing workflows. |
| 97099 | [Finance][Invoice Payments] - Updated default widget titles for Invoice Payment related widgets. Client-side deletion of invoice payment item fix to update unallocated amount. |
| 115656 | [Forms] - Fixed an issue where forms with very long titles raised an error "String or binary data would be truncated in table <table name>, column 'title'. Truncated value:.....". |
| 127619 | [Import/Export] - Fixed an error being thrown when importing a Document Template with a Data Quality Rule. |
| 123701 | [Invoices] - Fixed a scenario where multiple instances of Invoice Payment items widget can be loaded onto the blade after a phase change. |
| 117052 | [List views] - Corrected the totals in brackets within a list of values filter dropdowns. |
| 127199 | [List views] - Fixed an issue where duplicate filters in Edit View blade were not correctly handled. |
| 130754 | [Matters] - Fixed an issue with how Property Titles are saved that affected data composer queries. The issue caused some Matters to not be accessible to all users who should have access to them. |
| 128517 | [ODS connections] - Fixed an error when editing an organisation-to-organisation connection. You can no longer edit the employment blade when the right-hand connection is an organisation. |
| 126371 | [Offers] - Fixed the issue where the Offers blade shows the Participant Role system name in place of the display name. |
| 129400 | [Option Sets] - Fixed the issue where clicking the 'Show Inactive values' checkbox in an Option Set has no effect. Now the toggle control correctly appears when editing Option Set values. |
| 128501 | [Outbound Email] - Fixed issue where missing participant contact details caused the recipient email address input to show an endless spinning wheel. |
| 125975 | [Participants] - Vehicle damage details are now synced to matter correctly. |
| 122279 | [Permissions] - Users can now only save the liability blade in Instructions and Matters, if they have the 'Edit Liability' permission. |
| 131969 | [Permissions][Workflow] - Added admin permissions to the "View Process Details" menu items in task list views. |
| 126360 | [Public API] - The findByQuery public API now requires the client apps (e.g. ee-app) to have the Data Composer - Can Bypass Security Trimming permission. |
| 130892 | [Public API][Email/Documentation] - Fixed an issue with the public API where you would receive the error, “Failed to load API definition” when trying to access the email or documentation API. |
| 129414 | [Question Sets][Data composer] - This fix ensures document questionnaire field values from data composer get returned without additional encoding. It fixed the issue where the ampersand in a Question Set form on a Document Template returns & through the Data Composer. |
| 128489 | [Task Assignment] - Fixed an issue where a new task is created and assigned to a team, but after saving, the team is not assigned as the primary owner as expected. |
| 128314 | [Teams] - There was a need to control whether a user/team can use the Manage Members button on the Team Members container widget to manage their team's membership. The new permissions are: "ODS – Team Administration – All Organisations - Edit" and "ODS – Team Administration – My Organisation -Edit". |
| 124793 | [Teams][UX] - Fixed an issue where the team hierarchy collapsed every time you added a team. It now retains an expanded state when adding a Team to the hierarchy. |
| 122494 | [Type Relationships] - Fixed an issue where Type Relationship cardinality config was not respected when creating work items from the blade menu. |
| 130890 | [UX] - Fixed header button layout issue on User Profile > My Team blade, and some others. |
| 119032 | [UX][Date picker] - Fixed an issue where the Year-specific calendar for the year field only appeared the first time a year field was clicked. |
| 126527 | [UX][List Views] - Help text now correctly displays in portal widgets. |
| 124280 | [Widgets] - Fixed an issue on the Case Explorer widget where it did not show bi-directionally linked cases. I.e., Matter A shows Matter B, but Matter B does not show Matter A as a related case. |
| 123949 | [Work Type Change] - Confirming a Work Type Change now closes the blade correctly. |