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Early Access Program**
As a Beta Collaborator, you’ll get early visibility into upcoming product capabilities before they are broadly available. You’ll be able to explore upcoming changes, share practical use cases, highlight gaps, and help us understand what needs improving before the wider rollout.
This is not a formal UAT or quality testing process. The goal is to help you understand what is coming, assess how it fits your internal processes, and share early feedback while there is still time to shape the solution.
As a participant, you can expect:
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What to expect and how to engage
Thank you for helping shape the future of the product Yan Shtefanets / [email protected]
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Get early access to new capabilities, explore what’s coming next, and help shape CM with your feedback:
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NAVIGATION
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RESOURCES
Brief: Clausematch Applied AI Module
Brief: MCP and API Product Layer
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Explore on pm-beta.corlytics.com
| Status | Available for clients |
|---|---|
| Details | Release Notes 2026.2 |
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2026.2 Summary
The release focuses heavily on Global Automation and Workflow governance, aiming to make automation easier to manage at scale and improve clarity around how automations apply across documents and lifecycle stages.
1 We have made automation easier to govern, safer to test, and more powerful to configure across Policy Management. We introduce centralized automation oversight, clearer global and local visibility rules, and safer document-specific test runs.
2 We also expanded metadata-driven automation by adding dynamic values in conditions and metadata updates, plus new stage-related system fields that can be used across workflow-aware views, rules, and communications.
3 For document users, we have improved the Editor experience with a more focused approval review mode, bulk paragraph formatting, collapsible table-of-contents navigation, and a more consistent image menu.
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Release 2026.2
Feedback form