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Please Review 8.7.0 release notes
Who is this article for?
Administrators responsible for managing Please Review.
IT access will be required to implement this update.
This article includes details on the changes to Please Review 8.7.0 and provides a link with instructions on how to perform the upgrade.
1. Product changes
We're pleased to announce that Please Review is now integrated into Ideagen Quality Management Professional, supported by Ideagen Hub for single sign-on and unified notifications. This reduces app switching, links reviews to documents, and improves compliance audit trails.
Embedded Please Review in Ideagen Quality Management Professional
The integration offers full document review features—creation, markup, and closeout—within Ideagen Quality Management Professional (PR-40693):
- Seamless embedded review experience without switching apps.
- Automatic authentication via Ideagen Hub eliminates separate logins.
- Reviews managed alongside document records for a unified audit trail.
- Single sign-on via Ideagen Hub with secure server-to-server token exchange.
New review Closeout page
A redesigned Closeout screen allows review owners to manage end-of-review tasks in one place:
- Review details tab with title, status, workgroup, end date, and comment warnings.
- Documents tab with download and display options.
- Close, complete, or reopen reviews with confirmation prompts.
- Send reconciliation emails to participants with one click.
- Download documents individually or as ZIP, with comment filtering options.
Real-time review notifications
Automatic notifications keep Please Review and Ideagen Quality Management Professional in sync when review status, participants, or documents change.
REST API using Hub token
New REST APIs support Hub token authentication for review creation, updates, and retrieval in embedded scenarios.
Improved handling of tracked changes in field codes
We’ve fixed issues with Word documents containing tracked changes in field codes, preventing corruption and enabling smooth download, editing, and re-upload (PR-41224):
- Documents with open tracked changes in field codes now open correctly in Word.
- All download modes work properly, reflecting comments and formatting as shown in the review panel.
Feedback document question text saved
Feedback document questions are now saved with responses, allowing improved reporting and score aggregation (PR-42512):
- Question text captured on first feedback submission.
- Preserves full question-and-answer context for external reporting.
- Review and Reference document types remain unchanged.
- Existing feedback features continue to function as before.
Localisation improvements
Fixed date display issues for French, Portuguese, Russian, and Spanish profiles (PR-41479):
- Dates now display correctly instead of "Invalid Date".
- Editing review details no longer causes errors for affected languages.
2. Fixes
| PR Code | Fix |
|---|---|
| PR-41479 | Fixed an issue where dates were displayed as "Invalid Date" on the review creation screen and review control panel when the user's language profile was set to French, Portuguese, Russian, or Spanish. Editing review details from the control panel no longer results in an error page. |
3. Known issues and behaviours
| PR Code | Fix |
|---|---|
| PR-42809 | Veeva — Incorrect MyInsight tooltip when review status is Finished. MyInsight for Veeva is only for reviews using Veeva Document Workflows. For Finished reviews using Legacy or Redaction Workflows, the tooltip wrongly shows "Review Insights is available only when the review status is either InProgress or Overdue" instead of "Review Insights is available only for a Veeva Document Workflows review". This is a cosmetic issue and does not affect functionality. |
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When opening an embedded review in a new tab, a "Session Expired" message may appear if the browser blocks third-party cookies. This happens when Please Review is embedded in a third-party app. To fix this, enable third-party cookies in your browser. |
| PR-41632 | Filtering selections from Review Closeout carry over to Download Copy, but not the other way around. Changes to the comment filter in Review Closeout are reflected in Download Copy. |
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Changes in Download Copy do not affect Review Closeout. This one-way behaviour mirrors legacy design. Review Closeout is the primary filter, while Download Copy filters apply only for the current session and reset to default when the screen is reopened. |
| PR-42682 | The "isEmbedded" URL parameter has an invalid boolean value. The application does not handle non-boolean values gracefully. However, users cannot realistically access a URL with an invalid "isEmbedded" value, as it is set to true automatically in embedded flows and not manually edited. |
| PR-42071 | When creating a review via the API, if a participant's zone role is not set, a "Please select a role for each participant" error will occur when creating or editing a zone. Workaround: explicitly set the zone role for each participant during review creation via the API, or assign the role manually in the UI before creating or editing the zone. |
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Different error messages appear for owner password protected PDFs depending on the upload method. Uploading via the REST API in the embedded integration shows "Preparation failed," while uploading directly in Please Review displays "Upload failed. The system is set to block upload of Owner Password protected PDFs." Both correctly block the upload; only the error message text differs. |