✅ AI Questionnaire Assistance Updates
[Improvement] Trust Library Search Button in Answer Sources (5/20):
Search the Trust Library directly from within questionnaire answers — quickly find the right content without leaving your workflow.
Questionnaire Deletion (5/20):
Permanently delete outdated questionnaires and their data — keep your workspace clean and compliant.
[Improvement] - Reactions in Questionnaire Messages (5/8):
React to messages in questionnaire threads with emojis — acknowledge updates or approvals without needing to write a response.
[Improvement] - Message Indicator on Questionnaire Details Page (5/8):
Instantly spot which questions have active discussions — focus your attention where it’s needed.
[Improvement] - Download Questionnaire File with Metadata (5/8):
Export a CSV file with answers, comments, and metadata — edit responses offline before adding them to your Knowledge Base.
Collaboration – Messages (4/24):
Message and tag your teammates directly inside any questionnaire question — gather expertise and finalize answers faster.
✅ Features and Functionality Updates
[Improvement] New NDA Status Recheck Button – Ironclad (5/1):
Allow your Trust Center visitors to recheck NDA status themself when using Ironclad — avoid waiting time for your customers.
[Improvement] Enable Setting “Restricted Period” (5/1):
Set or edit access restriction periods during account creation — control who sees what and when.
Trust Library Search Refresh (5/1):
Use a smarter search with semantic and keyword capabilities — find any Trust Center content more efficiently.
[Improvement] - User Opt-Out from AI When Replacing Document (4/29):
Choose whether replaced documents should feed into AI — ensure your responses stay accurate and relevant.
New Compliance Items – Japan Cyber Star, CCSS QSP Level 3 (4/29):
Add these new compliance standards to your Trust Center — reflect evolving security requirements. (needs more info)
[Enhancement] AIQA Uses KB Style for Answers (4/24):
Generate AI answers that reflect your Knowledge Base’s tone and style — deliver consistent, brand-aligned messaging.
[Improvements] Knowledge Base Filter for “Favorite” Entries (4/24):
Filter your Knowledge Base by favorited items — quickly return to your go-to content.
[Improvement] - Add Scrollbar to Column Mapping Modal (4/24):
Navigate wide questionnaires more easily with a visible horizontal scrollbar — map columns without confusion.
[Improvements] Consolidated TOS/Privacy Logic (4/24):
Apply your terms of service and privacy policy consistently across modals — ensure users agree no matter how they engage.
Document Replacement & Duplication (4/17):
Replace a document and automatically carry over tags and links — skip repetitive admin work and stay organized.
[Improvement] Slack Questionnaire Assignment Displays Product Name (4/17):
View product names in Slack notifications for questionnaire assignments — immediately know which product each question is about.
[Improvement] Select HubSpot Account in Create/Edit Modals (4/17):
Link SafeBase accounts to HubSpot records — improve CRM alignment without extra steps.
[Improvement] Added Ironclad Workflow Status Refresh Button (4/17):
Manually refresh Ironclad workflow statuses when they may be out of sync.
[Improvement] - User Can Filter on “Global” Product in KB (4/19):
Use a new filter for “Global” product entries in your Knowledge Base — view content that applies universally.
[Improvement] External API Search Knowledge Base Endpoint Returns All Records (4/15):
Retrieve all entries from your Knowledge Base via API — support comprehensive external analysis and integration.
[Improvement] Download Underlying Data for Top Metrics Dashboard (4/8):
Download raw data from your Trust Center dashboards — gain full visibility into your performance metrics.
✅ Trust Center Updates
[Enhancements] New Default Items to Align with Drata’s Policies (5/15):
Start faster with preloaded policy templates that match Drata’s recommendations — align your Trust Center effortlessly.
[Improvement] New Sub-processors Table (5/13):
Use a cleaner, searchable table for subprocessors and add a dedicated subprocessor table on your Trust Center — simplify how you present vendor data to reviewers.
Embed Videos in Card Items (4/15):
Add YouTube or Vimeo videos to your Trust Center cards — communicate key information visually and clearly.
Simplify Trust Center Headers (4/10):
Reduce header clutter and focus visitors on the most important actions — improve Trust Center navigation and usability.
Embed SafeBase IFrame into Customer Websites (4/8):
Embed your Trust Center directly into your main site — keep visitors on-brand and build trust without redirects.