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2025, Sept 19: Role Management Gets Smarter + Enhanced File Permissions!

Enhancing Intelligence, One Update at a Time

Kanishka Sharma avatar
Written by Kanishka Sharma
Updated this week

This week we've focused on making team collaboration more transparent and secure. From role previews that take the guesswork out of permissions to enhanced file operations based on your team structure, every update is designed to give you better control and clarity.

Here's what's new and improved.


πŸš€ New Features

Role Preview Modal
No more guessing what permissions each role includes. The new preview modal shows you exactly what actions and permissions are allowed for any role before you assign it. Perfect for ensuring team members get the right level of access from day one.

Role-Based File Operations
File operations like rename, move, and delete now respect your role preferences. Your team structure now directly controls who can perform specific actions on documents, creating a more secure and organized workflow.

Enhanced Move Functionality
Moving files across different folders and directory levels is now effortless with our new expansive modal. Navigate through your entire folder structure and relocate documents to any destination with a single action, eliminating the need for multiple clicks and folder navigation.

AI Search Result Analytics
Search results now display storage statistics, giving you insights into where your files are located and how they're distributed across your storage systems.


πŸ”§ Improvements

Enhanced AI Search Intelligence
Our AI search continues to get smarter, delivering more accurate results that understand your intent better than ever. Finding the right documents feels increasingly intuitive.

Updated Language Support
Improved translations across the platform ensure a better experience for our global user community.

Trial User Experience
New trial users now get 100 file processing credits, providing ample opportunity to explore the platform's capabilities without delays.


πŸͺ² Bug Fixes

Data Room File Operations
Fixed file viewing issues in shared data rooms and resolved file uploading problems for smoother collaboration.

Team Management Stability
Resolved errors that occurred when adding team members, ensuring seamless team expansion.

Role Editing Functionality
Fixed issues with role modification to ensure permission changes apply correctly.

AI Chat Limitations Handling
Improved user experience when AI chat or search limits are exceeded, with clearer messaging and guidance.

Data Room Interface Polish
Resolved various labeling inconsistencies and minor interface issues for a cleaner user experience.


πŸ“Š Platform Updates

File Processing Limits in Data Rooms
Data room file uploads now respect subscription-based processing limits, ensuring fair usage across all account types.

Processing Quota Policy
File processing limits are applied consistently across all features, including data room uploads, based on your subscription tier.


🌐 Coming Soon

AI Chat Widgets
Create customized AI chat widgets for integration with your social media and websites. Enable AI-powered customer interactions on behalf of your brand, providing intelligent responses based on your document knowledge base.

Smart File Type Filtering for Cloud Storage
Selectively sync only the file types you need from your cloud storage. Choose PDFs, Word docs, Excel files, images, or videos while filtering out irrelevant content.

Email Document Ingestion
Send documents directly to RecordsKeeper.AI via email for automatic processing and organization.

Enhanced Team Roles
More granular role options for sophisticated permission management across complex organizational structures.

Platform Integrations
Slack, Zoho, and Notion integrations are in development for seamless workflow connectivity.


πŸ™ Acknowledgments

Thanks to our enterprise customers who provided detailed feedback on role management workflows. Your input directly shaped the new role preview feature and permission-based file operations.

We also appreciate the data room users who reported the file viewing and upload issues. Your patience helped us deliver a much more reliable sharing experience.


Questions about the new role management features? Our support team can help you optimize your team structure. Reach out at [email protected].

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