November was a busy month for product releases! From supercharging document organization, search and bulk actions to AI Questionnaire Assistance analytics and integration upgrades, we’ve covered a lot of ground based off of your feedback! We’re excited to share the latest with you and — as always — love hearing what you think.
🔥 Trust Center Updates
Supercharge Document Search and Organization
Tag documents for better search and accessibility with tags consistent across Trust Center and Knowledge Base content. Improve organization and communication for internal and external users.
Document Pane UI/UX Updates
Based on customer feedback, we've enhanced the Document Pane UI/UX giving featured documents more visibility, with linked parent categories and lock icons indicating access permissions. Check out the video walkthrough ▶️HERE
Bulk Actions for Increased Productivity
Select multiple documents in your Trust Center, and change their type, product, and assignees with just one click!
📈 AI Questionnaire Assistance Updates
AI Questionnaire Performance Dashboard
Check out AI’s impact on questionnaire run time, answer accuracy, volume of inbound questionnaires with our latest AI Questionnaire performance dashboard.
🎉 Features and Functionality Updates
Enhanced Slack Integration with Questionnaire Upload
Upload questionnaires directly from Slack! Activate this feature by going to SafeBase Settings > Integrations.
New Slack Commands for Productivity
Stay in Slack to access SafeBase features:
/safebase-help: Displays all available commands.
/safebase-kb-search: Searches the knowledge base.
/safebase-qnr-upload: Uploads security questionnaires.
Microsoft Dynamics Rules Engine [Closed Beta]
The Microsoft Dynamics MVP integration now allows auto-approval, NDA overrides, or auto-decline of accounts and contacts within the Rules Engine.
Interested participants should contact their CSM.