Browse this release article to see the latest features and enhancements that QorusDocs has released in Quarter 1, 2026.

• February 10, 2026
• January 6, 2026

February 10, 2026 Release

In this release

1. Default Assignments on Pursuit Types
2. Assignment UI Improvements

1. Default Assignments on Pursuit Types

If you routinely create the same set of Pursuit Assignments for each new Pursuit, then you’ll be pleased to hear that we’re introducing the ability to configure a set of Default Assignments for each Pursuit Type on your hub.

Admin users will see a new ‘Assignments’ tab when creating or editing a Pursuit Type, where they can configure a list of Pursuit Assignments that should be triggered upon Pursuit creation, so that each new Pursuit starts with the right tasks in place every time. 

From this new 'Assignments' tab within Pursuit Types, Admins now can:

• Create, edit, and delete default assignments
• View all default assignments in a grid with sorting, search, and paging
• Pre-define Assignments that will be automatically created for every new Pursuit created for that Pursuit Type.

Key benefits​

• Eliminates repetitive manual steps
• Ensures workflow consistency across the same type of Pursuit 

Key use cases:

• Automatically creating a series of standard tasks for each Pursuit Type

• Ensuring that Assignments required by your internal processes are always created when users create new Pursuits

2. Assignment UI Improvements

With this new release, we’re also pleased to introduce two Assignment UI enhancements designed to speed up your assignment creation workflow when it comes to assignment names and assignees.  

1. Auto-generated assignment names: You can now have QorusDocs save you the time and trouble of giving each new assignment a name by simply leaving the ‘name’ field blank.  
2. Quicker assignee selection for ‘self-assigned’ assignments: For those who create assignments for themselves, you’ll be pleased to see that your name will now appear at the top of the assignee drop-down list – enabling you to quickly select yourself as the assignee, without having to scroll down a long list.  

Key benefits​

• Speeds up Assignment creation

Key use cases:

• For proposal managers and coordinators who need to create multiple assignments and want to reduce repetitive naming work

• For Pursuit team members who want to create a personal to-do assignment in a document or a Pursuit and want to self-assign quickly

January 6, 2026 Release

In this release

1. New Document-level Assignments: Assign entire documents from Pursuit Content 
2. Dynamic Content Smart Fields: Merge Pursuit Documents in Smart Templates 

1. New Document-level Assignments: Assign entire documents from Pursuit Content

We've added a new ‘Assign’ action, available exclusively in the ‘Contents’ tab in the Pursuit workspace, which enables users to assign entire documents to coworkers. 

The ability to assign an entire document is designed to offer a better and more streamlined experience, reducing friction, improving accountability, and keeping fast-moving reviews on track without managing multiple inline assignments. An example of a typical use case would be to assign an entire proposal document for review and approval, prior to sending it to a client. 

Users will be able to access the ‘Assign’ action in both Hub Central and in the QorusDocs Add-ins in the ‘Contents’ tab in any Pursuit, and for the following supported file types: MS Word, Excel, and PowerPoint. 

Key benefits​

• Reduces friction
• Faster document handoffs
• Simplified review workflows
• Reduced task overhead

Key use cases:

• Assign an entire proposal document for review and approval, prior to sending it to a client. 

2. Dynamic Content Smart Fields: Merge Pursuit Documents in Smart Templates 

With this new release, we're introducing a new option to Dynamic Content Smart Fields that enables users to select Pursuit content they wish to include in the output document they are creating. 

Users belonging to the Admin or Designer user role can now choose a 'Content Selection Type' when creating a Dynamic Smart Field. This determines where users will select content from when generating documents - either from a Content Source or from a Pursuit.

Key benefits​

• Useful for users who have added content not found in your hub’s shared libraries to a Pursuit and wish to merge that content into a template.

Key use cases:

• Merging selected Pursuit Content into pre-proposal planning templates.