Xoralia 3.7 release notes

Highlights of this release:

Linked documents

Link documents together to assist document owners managing documents that are dependent or contribute content towards others.

Examples: Policies that are connected to procedures; policies that are the same but in different languages; documents that are the same but vary by jurisdiction.

This sets the foundation for our next release in which document owners will be notified of updates to linked documents.

Add Tags directly from the Xoralia interface

Allow policy management teams to create their own Tags against documents, and no longer be limited to using managed metadata (IT driven) tags.

This means all documents added via Xoralia can prompt the document owner to apply Tags; and Tags can be updated.

Add, edit and remove Document Owners using Xoralia

Further alleviate the need for policy managers to access SharePoint directly, from Xoralia you can now modify document owners directly within Xoralia.

The new functionality allows assistance to upload documents into Xoralia on behalf of someone else.

You can also re-allocate a document owner during a policy update.

Overall, this functionality will further improve in ensuing policies are accurate, up to date and ownership is clearly defined.

Change the colour keyline to suit your brand

If you have a brand colour you would like to apply to the highlights of Xoralia, in addition to changing the logo for your policy portal, this is now possible in Xoralia settings, under Branding.

Drafts in progress status indicators

Efficiently check the status of documents in draft from Drafts in Progress with Xoralia’s improved lozenge detail.

Tags design amendment

We’ve made our platform more accessible and compatible with screen readers by amending the background colour for easy-reading.

New report: Document feedback

See the feedback readers have provided against documents from the perspective of a Xoralia administrator (as though you are a document owner).

Webparts update:

Sort/group filters utilising spacers to provide hierarchical view of filters

The Filter Settings section allows you to control how filters are displayed and organized within your interface. You can decide whether filters should appear by default or remain hidden until expanded by the user.

Reordering Filters

If you want to customize the order in which filters appear:

  1. Turn Set order for additional metadata to On.
  2. Use the Up and Down arrows next to each filter name to rearrange their position.

This feature helps you organize filters in a way that best fits your organisation.

Adding Spacers

You can also add extra space between filters for better visual separation:

  • Click the plus (+) icon “Add Spacer”. 
  • This will insert a spacer element, allowing you to create clear groupings or improve the overall layout of your filter list.
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