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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 Embedded Integration — Please Review can now be embedded directly within any Ideagen product integrated with Ideagen Mazlan Home, supported by Mazlan Home for single sign-on and unified notifications. This reduces app switching, links reviews to documents, and improves compliance audit trails.
Embedded Please Review in Mazlan Home-Integrated products
The integration offers full document review features — creation, markup, and closeout — directly within the host product (PR-40693):
- Seamless embedded review experience without switching apps.
- Automatic authentication via Ideagen Mazlan Home eliminates separate logins.
- Single sign-on via Ideagen Mazlan Home with secure server-to-server token exchange.
Review Closeout screen
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.
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.
Localization 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 | Description |
|---|---|
| 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
| Description |
|---|
| 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. |
4. Known behaviours
| Description |
|---|
| 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. |
|
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. 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. |
| Redesigned Review Closeout screen is not applicable to legacy IQMP and Veeva Integration. |
| 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. |