Download Paper Trail’s subjects as a CSV
You can now download a CSV of raised subjects directly from Paper Trails. This makes it easier to integrate results into your remediation workflow and streamline your process.
Key Features:
- Grab IDs for your workflow: Everybody uses different systems and tools. Get the data in a general format to integrate with your workflow.
- Filter before you download: The generated file will produce the same results as your currently applied filters.
- Primary and Secondary columns: The file will contain the primary ID that was raised as well as the secondary ID, if present.
Enhanced User and Permission Management
We’ve updated the Users & Permissions system to give you greater control over user roles and access levels within your organization. This enhancement simplifies user management, increases flexibility, and saves you time.
Previously, managing user access required reaching out to our support team, which could slow down your workflow. Now, you can assign roles and define permissions directly within the product, putting you in full control.
Key Features:
- Streamlined Role Assignment: Easily assign roles like
No Access,Viewer,User, orCommenterto individual users for specific areas of the product, tailoring access to their needs. - Granular Role Options: Assign roles to users at both the organization and program levels for precise access control.
- Default Role Templates: Create default roles for new users to automatically assign consistent access settings, ensuring a smooth onboarding process.
- Self-Service Management: Adjust permissions and roles anytime on your own, saving time and enhancing operational efficiency.
You can access the new Users & Permissions system by navigating to the Users page within the product. From there, you can view all users in your organization, assign roles, and manage permissions with just a few clicks.
This update simplifies user access management, making it easier to tailor permissions to your organization’s needs. We encourage you to explore these new features and share your feedback to help us continue improving your experience.
Improved Read-Only Experience Throughout the App
We’ve enhanced the visual cues in read-only views across the app to improve clarity. These updates help you easily recognize when you’re in read-only mode, reducing any confusion and preventing unnecessary permission denied errors.
Key Improvements:
- Clear Visual Indicators: Added labels and badges that clearly signify when you’re in read-only mode, so you know at a glance that editing is not available.
- Simplified Interface: Adjusted buttons and controls to reflect read-only status by disabling or hiding editing options, minimizing distractions.
These enhancements ensure a smoother experience when viewing resources without edit permissions, allowing you to focus on the information you need without unintended interruptions.
Improved pagination experience when working with large Trails
We have released a small update to the pagination UI for the account / subject list displayed on a Paper Trail. This change improves the manual page input field experience when working with large Trails.
Document request template sorting
You can now sort your document request templates list alphabetically. This will make it easier to find the template you need when creating a new document request.
Risk Assessment questionnaire deep linking
When working with a risk assessment questionnaire, you can now deep link to a specific question. This will allow you to share a link to a specific question with your team.
QA dashboard extended range
The QA dashboard will now show up to 12 months of data. This will allow you to see a longer history of your QA performance.
How-to guides available in the app
Our “how to” guides are now available through the Cable App, and also at docs.cable.tech
Suspended users shown on Users page
As we move into the third year of working with some of our customers, it’s inevitable that some users end up moving on from their roles. Having them clearly marked as “suspended” on the Users page provides clarity to your teams as they work in Cable.
Currency localization in Risk Assessment
Our customers are spread out across multiple geographies, meaning multiple currencies!
Our Risk Assessment now considers where you are and updates the currency to match your location. Completing the questionnaire is now even easier.
Single Cable app
We’ve been so busy building features and products that our customers asked for that we didn’t focus on making them all easily available in a single place… until now!
Our new Cable App combines all of our products and features in one place, and provides a new, simple navigation system for ease of movement across your own institution and your partners.
Single sign-on
The Cable App now supports SAML 2.0 as an authentication provider – allowing your team to sign into our web app using your existing identity management platform.
Updated Risk Assessment methodology
We’ve updated our Risk Assessment methodology to ensure it takes into account the latest regulatory guidance, national risk assessments and best practices.
The new methodology is available for download in the Cable App once you’ve completed your Risk Assessment.
Company Profile as its own page
Our previous flow for onboarding partners required you to send a Company Profile questionnaire, Documents list and Risk Assessment all at the same time.
As we’ve worked with our customers to understand their onboarding needs, we’ve extracted Company Profile from within this flow, and made it its own feature. You can now send the questionnaire at any time, to any partner, from its very own page.
Transaction Assurance API
We are excited to announce the launch of our new data ingestion API for transaction data, to enable Transaction Assurance.
The API enables more efficient data transfer and real-time updates, speeding up onboarding time.
For more detailed information and instructions on how to use the Transaction API, please refer to our API documentation.