Browse this release article to see the latest features and enhancements that QorusDocs has released in Quarter 3, 2026.
July 27, 2026 Release
In this release
Allow AI Text Smart Fields to be Cleared & Re-run
For users creating new documents and presentations from AI-powered Smart Templates, we’re introducing the ability to clear QPilot-generated responses from AI Text Smart Fields and re-run QPilot.
This is especially useful when users decide midway through the process that they need to provide different or additional context from their Recently Used or Pursuit Content to get the output they want. They can now re-run the underlying prompt in an AI Text Smart Field using the updated context.
Users will see a Clear (X) option when they hover over an AI Text Smart Field that already has a generated response, allowing them to clear it and re-run QPilot.
To make it clear when QPilot can be re-run, the ‘Run QPilot’ button is now automatically greyed out once all responses have finished generating and there is nothing left to regenerate.
Clicking the Clear (X) icon re-enables ‘Run QPilot’ so users can run it again whenever they choose.
Key benefits
- Clear and re-run an individual AI Text Smart Field when the output needs refreshing.
- Re-run QPilot for a single field using updated Recently Used or Pursuit Content.
- Clearer feedback when there are no responses left to generate, with ‘Run QPilot’ greyed out.
Chat Session Capacity Indicator
We’re introducing a new capacity indicator for QPilot Chat sessions to help users see when a session is approaching its limits, before any limit is reached, and understand what they can do about it.
Rather than hitting an error when a session reaches its maximum supported size, users can now see well in advance when they have passed the halfway mark of available tokens for their session, meaning less than 50% of session capacity remains. Once a session exceeds 50% of its available capacity, a percentage indicator appears alongside the chat controls.
Hovering over the indicator provides a breakdown of what is contributing to session capacity usage, including the prompt, chat history, and any supporting content or references. This helps users decide how to proceed before the session limit is reached.
Key benefits
- Early visibility when a chat session is approaching its limit, before any error is hit.
- A clear breakdown of what is using session capacity, across prompt, chat history, and references.
How it works
July 6, 2026 Release
In this release
Filter in QPilot History
Teams interact with QPilot in multiple areas across QorusDocs to achieve different goals, from performing a Smart Search, to creating new documents with AI-powered templates, to using the Chat for AI Assistance. All these interactions are saved to each user’s QPilot History.
However, as QPilot capabilities grow, so do the number of interactions and the amount of history retained. With this release, we’re introducing a new filter option in the QPilot History panel that enables users to more easily find a past QPilot interaction.
Please note that by default “Smart Search” is deselected in the filter, as this is an activity that generates a lot of history and one that users would be most likely to filter out.
Key benefits
- Quickly find a past QPilot interaction by filtering the History panel.
- Stay on top of a growing history as you use more of QPilot’s capabilities.
- Smart Search activity is hidden by default to keep the list focused.
Select Recently Used and Pursuit Content for AI Smart Fields
QPilot requires context to generate the right content for your template’s AI Smart Fields.
In this release, we’ve enhanced the way users can select the context they would like QPilot to use. With a familiar experience that is similar to how users view and select content for Dynamic Smart Fields, users can now click on ‘Recently Used’ or ‘Pursuit Content’ to bring up a list of relevant content they can view and select from a panel that displays on the right-hand side of the Create form.
Key benefits
- Select context for your AI Smart Fields without leaving the Create form.
- Pick from Recently Used or Pursuit Content in a familiar selection panel.
- Give QPilot the right context to generate more relevant content.
July 1, 2026 Release
In this release
New Ask and Find experience in Search
We’re introducing a new Ask and Find experience in QorusDocs Search to make it easier for users to choose the right way to search their connected content.
Here’s a short demo (which we extracted from the Townhall Webinar on June 23rd):
Previously, users needed to understand the difference between Smart Search and Keyword Search, and how each Content Source had been configured. With this update, the search experience is clearer and more action-based:
- Ask is for natural-language questions and RFx-style prompts.
- Find is for precise keyword searches, exact phrases, file names, product terms, clauses, and acronyms.
This change is designed to reduce confusion around search mode selection and help users start with the type of input they already have: a question they need answered, or a specific term they need to find.
Ask: natural-language search
Ask is designed for users who want to search using natural language. This is especially helpful when responding to RFx questions or requirements, where users may not know the exact keywords used in their content library.
Ask is available for AI-enabled SharePoint Online libraries and lists. For customers with QPilot, Ask can also generate an AI-assisted answer grounded in the top search results.
Find: precise keyword search
Find is designed for users who already know what they are looking for. Users should use Find when searching for known keywords, exact phrases, and file names.
Find returns search results only. It does not generate an AI-written answer. Find is available for available searchable Content Sources.
Response instructions for QPilot-generated answers in Ask
For customers with QPilot, this release also makes generated answers in Search more flexible. When using Ask, users can now include response format instructions directly in the search box to guide how QPilot should generate and format the answer.
This gives proposal teams more control over the first draft generated from Search and helps them get closer to the format they need for an RFx response.
Where the new experience is available
The Ask and Find experience will be available from:
- Hub Central > Search
- QorusDocs Add-in > Search
It is not available everywhere yet. For example, users will not currently see the new Ask and Find experience from:
- Hub Central > [Pursuit Name] > Search
- Create > Dynamic Content Smart Field > Search
Admin considerations
Ask is available only for AI-enabled SharePoint Online libraries and lists.
In the Content Source Search Type settings, Admins should enable ‘Find and Ask’ on at least one supported SharePoint Content Source for users to access Ask. Find is available for available searchable Content Sources.
In addition, Admins can set the default search type at hub-level for all users.
Key benefits
- A clearer choice between asking a question and finding a specific term.
- Ask handles natural-language and RFx-style questions, with AI-assisted answers for QPilot customers.
- Find returns precise results for known keywords, phrases, and file names.
- Response format instructions in Ask give more control over the first draft.
Key use cases:
- Answering RFx questions when you do not know the exact keywords in your content.
- Locating a known document, clause, or term with a precise keyword search.
- Shaping a QPilot-generated answer into the format you need for an RFx response.
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