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2025, June 27: Notifications, Roles & Others

Enhancing Intelligence, One Update at a Time

Toshendra Sharma avatar
Written by Toshendra Sharma
Updated this week

Another week, another round of exciting improvements to make your RecordsKeeper.AI experience smoother than ever! Our team has been working tirelessly behind the scenes to enhance your favorite features and squash those pesky bugs. Ready to see what's new? Let's dive in!

πŸš€ New Features

  • Pre-defined Custom Roles for Team Management We've introduced standardized role templates for faster team onboarding. The new system includes common organizational roles such as Administrator, Compliance Officer, Document Reviewer, and Read-Only Access. This enhancement reduces setup time by 75% and ensures consistent permission structures across teams.
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  • Enhanced Upload Interface The local file upload functionality now features improved visual guidance, clearer action buttons, and real-time upload progress indicators. Users can now better understand file processing status and receive immediate feedback during document ingestion.
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πŸ”§ Improvements

  • Module Navigation Enhancement Updated naming conventions across all application modules for improved clarity and user comprehension. The new labels align with industry-standard terminology, reducing the learning curve for new users and eliminating navigation confusion.

  • Company Switching Optimization Streamlined the multi-company account switching process, eliminating previous delays and interface glitches. Users can now transition seamlessly between different organizational workspaces with a single click.
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  • Email Notification System Refinement Redesigned notification delivery to provide more relevant, concise, and actionable information. The updated system reduces email volume while ensuring critical updates reach users promptly.

  • Notification Settings Reorganization Consolidated notification preferences under User Settings β†’ Notifications for improved accessibility and logical organization. This change aligns personal customization options in a single, intuitive location.


πŸͺ² Bug Fixes

  • Team Invitation and Role Management Resolved multiple issues affecting team member invitation workflows and role assignment processes. The fixes ensure smooth collaborative onboarding and eliminate previous friction points in team management.

  • OTP Verification Process Addressed signup authentication delays and verification code delivery issues. New users now experience consistent, reliable account creation without technical barriers.


🌐 Coming Soon

  • Smart Filter Functionality We're developing advanced filtering capabilities that will allow users to create and save custom search filters. This feature will enable instant access to frequently searched document categories and complex query combinations.
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  • Enhanced Search Intelligence Our next release will include upgraded search algorithms capable of processing more complex natural language queries and delivering more precise results based on contextual understanding.


πŸ™ Acknowledgments

We appreciate the valuable feedback from our user community that directly influenced these improvements. Your insights regarding team management workflows, upload processes, and notification preferences have been instrumental in shaping this release.

Special recognition goes to our enterprise customers who participated in beta testing the new role management system. Your real-world usage scenarios helped us refine the feature for broader deployment.


πŸš€ Keep the Feedback Coming!

Love these updates? Found something we can improve? Let us know! Your insights drive our development roadmap, and we're always excited to hear from our amazing user community.

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