Coevera 5.11.0 brings AI to your documents with Voyager AI › Document Summary & Chat, overhauls Online Forms to create and update multiple related records at once, and adds email-based reporting alongside a batch of Reports and Activities improvements.
Two themes lead this release. Voyager AI › Document Summary & Chat brings AI to documents stored in Coevera: users can summarise selected documents, or ask the Document AI questions across them with contextual chat history, and save the result as a PDF, Task, Appointment, Note, or email. Online Forms gets a major update — a single submission can now create or update a primary record and one or more related records without Automatizer, file upload links straight to records, and Custom Entities and Quotes can serve as the primary record type.
Beyond the headline features, emails become a reportable entity, admins can set default tags and default task and appointment types per entity form type, and improvements land across Reports — comments on activities, a Values grouping mode, and conditional formatting on Pivot reports — plus optional attendees in the Outlook add-in and an expandable, editable calendar all-day section.
What we're proud of
Voyager AI › Document Summary & Chat can summarise any number of documents stored in Coevera — saving the result as a PDF, Task, Appointment, Note, or email — or answer questions across them in a contextual chat.
This release brings the power of AI to documents stored in Coevera. Users can now summarise the content of selected documents or, for example, ask the Document AI to sum the total of several selected invoices.
The AI Tools for Documents button is available from:
Record Detail › Documents Tab
This release brings enhancements to the document upload feature via “Online Forms“. We’ve made it easier for users to link uploaded files directly to records in Coevera.
In another major enhancement to “Online Forms“, it is now possible to base Forms on both “Custom Entities” and “Quotes” (as well as Accounts, Contacts, Leads or Opportunities).
When creating the “Online Form“, users can now select “Custom Entities” or “Quotes” as the “Primary” record type.
We are adding the ability to create spreadsheet and pivot table reports based on a newly accessible “Email” entity. Previously it was necessary to report on emails linked to “Contacts” (or “Accounts”) but now you can start a report based on Emails regardless of where they are linked. This now gives you the option to produce reports to analyse how many emails sent to or received by each user.
For spreadsheet reports, you can also add available related entities to your email report. Choose from:
It is highly recommended for spaces with a lot of email communication to use filter settings to reduce loading time.
In order to streamline activity management, Admins can now associate specific task and/or appointment types with selected “Entity Form Type(s)“.
The enabled activity types apply across all relations including in “Lookup” fields. A record must be selected or opened in order to create the tasks. Should there be no activity types enabled for an entity form, the user will receive a message that “No activity types allowed for this record type”.
As part of our ongoing usability enhancement program, we've updated the following features.
The interface for "Custom Entities" can now be customised in the same way as the system entities. Admins can hide "Tabs" or "Widgets" from "Entities › › Interface › Detail".
We have added "Comments" to "Activity Reports", so now the user can see the last comment or all comments in the report table (standard table).
Comments are available in:
Table reports can switch grouping from Combination to Values, as charts already can.
Users can now add conditional formatting to the values in "Pivot" table reports. Note that only fields used in "Rows", "Columns" and "Values" in the report can be used.
Optional attendees are now supported by the Outlook addin.
These improvements enhance user navigation and ensure all activities are easily accessible:
With this update we tried to simplify access to approval process comments, making them easier to manage and respond to, improving efficiency across approval workflows.
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