January 2023 Release

What’s New?

The following features and enhancements have been deployed to KI as part of this and an earlier release in January.  

Features & Enhancements

1. The KI data export now includes a clickable URL link to open the document in KI: When you export data from Knowable Insights on either the Contracts Grid View or the Family View, the excel export will contain a Document Link column with the URL for each document in your export. Clicking on any URL in the Document Link column will take you to the Document View for that document.
2. Tags added to the export: If the Tag Feature has been added to your Knowable Instance org, you can now include tags in your data export. Your tags will be separated into three columns (Personal, Shared, & Public).
3. Allowing for smaller column widths in the Contract Grid: You can now adjust your columns in the Contract Grid to smaller sizes. One click on the expander reverts you to the default column width.