Getting started with Please Review 8.7.1
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 8.7.1 and provides a link to request the update, and instructions on how to perform the upgrade.
Note: Please see Please Review 8.7.1 release notes for more information on software improvements.
1. Updates in Please Review 8.7.1
Search by document title and filter by document type in Inside Review (PR-41083)
What's new: A filename search bar is added to the document list in the left navigation pane with automatic wildcard matching. Color-coded labels distinguish document types (Review, Reference, Feedback), and users can filter by document type. Search terms and filters operate simultaneously.
Benefit: Speeds up document navigation in multi-document reviews, enabling reviewers to instantly isolate specific files by name and document role.
Veeva enhancements (PR-42779, PR-42892, PR-43149)
What's new: Review owners can add or remove participants after a review has started. Vault notifications and emails now include direct deep links (Enter Review | Review Control Panel) to land users on the specific review without manual navigation. Review status counts are displayed continuously across all statuses regardless of filter selection, and an informational warning is shown when accessing Vault-centric review's review control panel in native Please Review.
Benefit: Review owners can now correct participant lists mid-review without restarting. Vault email recipients land directly on the right review via a single click instead of searching manually. All review status counts are always visible at a glance, and a warning prevents accidental edits to Vault-centric reviews inside native Please Review that could cause a mismatch.
Secured handling of session ID in URL parameter (PR-30483)
What's new: Authentication handling for Veeva Vault integrations and Word Plugin browser handoffs has been strengthened. Session credentials are now transmitted using a more secure protocol, and Word Plugin handoffs now use single-use, short-lived authentication tokens in place of static identifiers.
Benefit: Reduces credential exposure risk and aligns integration with enterprise security standards.
Handle open tracked changes in OfficeMath (Equation) (PR-42519)
What's new: Resolved a data loss issue where mathematical equations (OfficeMath) containing open tracked changes were omitted or caused file corruption upon document download. OfficeMath structures are now preserved within Content Controls and standalone paragraphs in review roundtrips and Reconciliation Report.
Benefit: Prevents mathematical equation loss in documents, maintaining full fidelity between review sessions and downloaded Word deliverables.
IQMP-PR Embedded Integration Enhancements (PR-42884, PR-42918)
What's new: Enabled CHIPS (Cookies Having Independent Partitioned State) to preserve session state inside embedded iframes across third-party cookie-blocking browsers.
Benefit: Guarantees seamless embedded document review inside host systems across strict modern browser privacy modes, eliminating unexpected session timeouts when opening toolbar popups and reports.
Support for Windows Server 2025 (PR-43645)
What's new: Please Review now supports installation and operation on Windows Server 2025, extending platform compatibility to Microsoft's latest server OS release.
Benefit: Keeps Please Review running on a current, fully supported server platform as part of infra upgrade plans, ensuring continued compatibility and security patching as Microsoft moves away from older server versions.
2. Downloading Please Review 8.7.1
Please Review 8.7.1 is available to all Please Review customers and can be downloaded from the Please Review 8.7.1 download centre.
For Ideagen hosted customers, please contact your dedicated account manager to schedule an upgrade with one of our implementation consultants at no extra cost.
Important: You should request a new license for the version you are currently on. Please contact your account manager to request the appropriate license file.
3. Performing the update
The steps to perform the upgrade are outlined at [Link].
The steps will vary based on the version of Please Review you are using and what configurations you have implemented. The high-level steps to upgrade are:
- Configure Microsoft .NET Framework.
- Backup the Database and Configs.
- Remove the Old Please Review.
- Update Node.js to v24.15.0.
- Install Please Review 8.7.1.
- Merge Config Settings.
- Upgrade the Please Review Database.
For more details, please see Performing a Please Review 8 upgrade.
Important: If your Please Review integrates with any other systems please confirm that Please Review 8.7.1 supports this system before upgrading. Please raise a support ticket if you require further information.