Release Notes

January 2023

Lock documents

When required, you can now secure specific documents with a password, generating a locked PDF that can be shared via password protection to your collaborators.

Learn more about Capcade in our Help Center

Submit Feedback

You can now easily submit your feedback or feature requests directly from within Capcade itself. You can also attach screenshots or additional information to aid in improving our service.
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Lean more about Capcade in our Help Center

Enriched User profile
Now essential user profiles are enriched and available in various parts of Capcade where you collaborate with internal and external stakeholders, allowing you to quickly obtain additional contact details or initiate collaboration through chat.

Learn more about Capcade in our Help Center

December 2022

Global search

You can now search across all your data rooms when seeking a file.

As always, Capcade offers full text search so you can enter a term and the system will search all meta data, tags and actual body text to find what you are looking for. Naturally, the system only searches files you have access to.

Learn more about Capcade in our Help Center

Chat optionality

It is possible to enable or disable Capcade’s in-app chat for entities that enforce communication systems. To configure this setting please contact your Capcade account representative or support.
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Lean more about Capcade in our Help Center

Filter by entity in permissions
It’s now possible to filter workspace and document permissions by entity so it’s easier to manage external stakeholder access and visibilities.

Learn more about Capcade in our Help Center

Entity branding by color

Ten colors are now available for users to customize Capcade’s branding. You can set the color in entity settings.

Learn more about Capcade in our Help Center

November 2022

User to user and group chat

We’re excited to announce chat is now available so you can instantly communicate with all your colleagues and external collaborators inside Capcade. You can start individual or group chats with people from inside or outside of your organization.

Learn more about Capcade in our Help Center

Redaction inside documents

If you have classified information in a document but you still need to share that document, you can now easily redact the sensitive information so the viewer of the file will only see the parts of the document you choose.
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Lean more about Capcade in our Help Center

Linking items in tasks
When creating or editing a task, you can now link helpful information so the assignee can quickly manage the task itself. You can now link a contact or multiple users to a task so the assignee knows who they can get assistance from. You can also link the task to a workspace or a file or folder in a data room.

Learn more about Tasks in our Help Center

October 2022

Advanced activity log filters

You can now have more control when filtering the activity logs in your organization or workspace. Examples include a user editing, renaming, or creating a new MS office document with more that 15 actions currently available to track and filter.

Learn more about Capcade in our Help Center

Comment on tasks

Our newly released task list feature is getting more powerful as you can comment on each task you have access to. You can add, view, or delete comments on every task where the proper permissions are set.
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Lean more about tasks in our Help Center

Cloning Tasks
You now have the ability to clone the task module in a workspace. When cloning to a new workspace, the following data will be copied:

task lists with names and structure
all tasks with names and descriptions
task module permissions

Learn more about tasks in our Help Center

Flexibility when cloning modules in a workspace

When cloning a workspace, you are now able to choose which modules to clone. You can clone the entire workspace and all modules or choose modules such as a data room, task list or file request as you see fit

Learn more about Capcade in our Help Center

September 2022

Project Summary

Now on each individual project you can add a summary module which acts as a dashboard or homepage where you can highlight relevant information. We will be adding more tools in the future, but those already available include:

timeline
team members
map
project highlights
free text form

This is a premium feature, so to enable access, please contact Capcade support.
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Learn more about projects in the Help Center

Display Permissions in Data Room

Now whenever you are viewing a file or folder in a data room, you can quickly see what the state is
of your current permission (view, download or edit). Also there is an additional permission column in
each file or folder that shows all users who have access and what their permissions are.
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Lean more about Capcade in the Help Center

Actions on a User’s Profile
If you have certain permissions, you can perform quick actions directly from another user’s profile
page, these include:‍

reinvite an invited user
activate an inactive user
deactivate an active user
delete an invitation

Learn more about Capcade in the Help Center

New Language Added

Capcade is now available in Serbian. We currently support four languages with more on the way. If
you would like to request an additional language, please contact us.

English
German
French
Serbian

Learn more about Capcade in the Help Center

August 2022

Projects on Capcade

Our new project feature helps group the relevant resource modules related to your project into an easily accessible collection. Project is simply a new term and module on Capcade which behaves as a general collection of the resources available on Capcade, those tools include:

data rooms
smart documents
task lists
file requests
transaction builders

You can now create a new Project with predefined templates. These templates will be defined per your organization and will include the appropriate combination of the resources.

Learn more about projects in the Help Center

Project Cloning

Cloning a project enables you to start a new project faster and easier by creating a robust template. You are able to clone an existing project in order to use the structure as a template for a new project. This includes content, participants and permissions.
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Lean more about cloning in the Help Center

Tasks on Capcade
An exciting new feature on Capcade is Tasks. Tasks enable users to better plan and focus their regular daily activities and coordinate internal and external team members. You can create and assign tasks to your contacts, track the status of the task, set deadlines and be notified when tasks are completed.

More task functionalities can be found in the Help Center
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Brand new dashboard

The newly designed Capcade dashboard includes new widgets that are incorporated in your home screen. You are now able to see favorites, your last accessed projects, activity logs and your task summary.
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Learn more about dashboard in the Help Center

July 2022

SOFR and SONIA interest rates now supported

The Secured Overnight Financing Rate (SOFR) is now supported as a new interest rate when creating transaction as well as the Sterling Overnight Index Average (SONIA).
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Lean more about transactions in the Help Center

June 2022

Permissions snapshot in file viewer

When you are viewing a document, you can now quickly see who else has permissions to see or edit the file. There’s now a tab visible in the document viewer where you can see all users which have access and those users are listed and grouped by the specific permissions they have.
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Lean more about permissions in the Help Center

New data residency location
Capcade now supports data localization in Jakarta, Indonesia. When registering your organization there are 14 different choices for data residency around the world, with more locations available in the future.

In addition to Indonesia, locations include the US, Switzerland, Germany, Singapore, Japan and several others.

Contact Capcade support to discuss your data residency options.
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Enhanced file security
Capcade strives to have robust and banking grade security for all your data, as we are SOC II compliant and ISO 27001 certified.

Now, prior to downloading files or folders there is an enhanced security check which flags potentially malicious files. Of course, only people who you have granted access to your data room can upload files and it is at the user’s discretion to download.

To learn more about opening a Data Room, visit our Help Center

Custom login page

You can now create a custom login page for your internal and external users on Capcade via the Entity settings section. For this custom login page you can define the URL and set custom branding including a logo and hero image.
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This is a premium feature, so to enable access please contact Capcade support.

May 2022

Favorites

You can now mark any Capcade marketplace, portfolio, transaction, files or folders as a favorite so it appears in your favorites collection on your Dashboard page for quick access. You can add and remove favorites with one click of the star icon next to the relevant item.
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Learn more about favorites in the Help Center

Filter Activity log
You can now filter entries in Activity Logs, either on an organization or resource level, and search activities by user, resource or date range.

Learn more about filtering Activity logs in our Help Center

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Capcade API

Capcade APIs offers endpoints for downloading data from Capcade so you can leverage Capcade documents and data in other applications. This is a premium feature so to enable access please contact Capcade support.

To learn more about Capcade APIs and how to use them, visit our Help Center

Public upload request

You can now create a public link where files can be dropped for upload in a pre-set destination in a data room. This is using the same concept at a regular upload request and you can also assign a deadline for the requested upload.

To learn how to use public upload request, visit our Help Center

April 2022

Shared Data Room file links

Files in your data room can now be easily shared via public and restricted links.

A restricted link ensures that only registered Capcade users can view the file. A public link enables anyone to view that file with the URL.
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Learn more about sharing, visit our Help Center

Data Room right click
When using the data room, you can now easily manage core actions like edit, move, download and others via right click.

SSO enforcing

In your organization’s settings you can not only set up SSO via Google, Okta, or MyId but you can also mandate that your team members can only sign in via SSO for security purposes.

To learn more about SSO, visit our Help Center

March 2022

Data Room file duplication

You can now copy files and folders from one data room to another. The means you can create a second data room as a private repository to store your documents from other data rooms you have access to.
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In order to copy files and folders, you must have the proper permission from the relevant data room owner.

To see how you can leverage multiple data rooms, visit our guide to creating your own data room and our guide for copying files and folder from one data room to another at our Help Center

Notification Center
In your user profile, you can now manage the cadence and frequency of the notifications you receive regarding your data rooms, transactions and other features inside Capcade.

To see how to manage your notifications, visit our Help Center

Update user info

It is now easy for you to update your email and phone number in your user profile. Option to change email address and phone number is now available.
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Simply visit your user profile inside Capcade to edit the relevant fields.

‍Domain whitelisting
In your organization settings you can now specify what email domains are approved to join your internal team.

The means you can easily restrict access in the invitation process for security reasons and only whitelisted emails domains can be registered into your organization.

To learn how to use whitelisting, visit our Help Center

February 2022

VDR Create new Office files

You can now create new Microsoft Office files directly from your Capcade data room. Just as in editing MS office documents, you only need edit rights on the relevant folder and a MS business account to get started.
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Registration simplification
Capcade’s registration process has been streamlined for easier onboarding.

To apply for access you can visit Capcade Request Access or email us at info@capcade.com

January 2022

Streamlined Invitations

We have redesigned the invitation process so that you can invite internal users or external users to specific resources (i.e. VDRs, Transactions etc.), create groups and share multiple resources in one easy dialog.
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Depending on your account status you can even create organizations for members joining your ecosystem.

To see the streamlined invites, visit our Help Center
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Permissions Snapshot
It's now easier to see the permissions of internal groups, external counterparties so you can see what access rights users have on specific resources.

To learn more about permissions management, visit our Help Center
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Simplified Permissions inside VDR
You can now override any first level permissions for specific users without affecting their root level status of the data room.

Simply stated, you can make quick selections to alter all document permissions while maintaining the precision needed to change individual files or folders.

To learn more about permissions management, visit our Help Center

December 2021

Editing and real-time co-authoring with MS Office
Capcade’s virtual data rooms (VDRs) are now integrated with Microsoft Office. If you have a MS Office business account can you edit and collaborate on office documents in real time.

Supported files include Microsoft Word, Excel and PowerPoint.

Learn more about how to use Microsoft Office within Capcade, visit our Help Center
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Commenting on Files
When opening a file in the VDR, you can make comments right inside the document viewer to collaborate with colleagues or external parties, whoever has view rights to the document itself.

In addition, you can assign a status to the comment (i.e., “accept”) to make diligence and approvals seamless.

To see how comment on files, visit our Help Center
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VDR Email address
You can now create a custom address for your VDR so that files can be sent via email. The VDR has a default address but it can now be customized in the settings section.

To see how to set the VDR email, visit our Help Center
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‍German and French language support
In addition to English, Capcade can now be viewed in French as well as German. Simply go to your user profile and change the language in the settings.

To see how to set your language, visit our Help Center