Invenias 2026.10 Release Notes

2026.10 General Availability
  • FAST Ring: From 07/10/2026
  • General Availability Ring: Starting 12/10/2026

Share Assignments with Clients in Web

What's New?

Grant clients access to the client portal for an assignment directly from the Invenias Web Application, bringing this workflow to the web for the first time.

  • A new Clients tab on the existing Share Assignment dialog

  • Set up sharing using a pre-defined sharing template

  • Grant or revoke client portal access for each client linked to the assignment

  • New Share Document and Unshare Document actions on the Documents grid of the Person record, to control which documents are visible in a specific assignment's client portal view

Why Does It Matter?

  • Sharing an assignment with a client is a routine part of the search process, but until now it could only be done from the Desktop application

  • Consultants who work primarily in the web had to switch applications for this one step

  • The whole assignment workflow now stays in one place, from setting up sharing through to controlling exactly which candidate documents each client can see

How Do I Enable This?

Client sharing is an optional add-on and may not be included in your current subscription. If you do not already have it, please contact your Invenias account manager for more information.

If it is enabled for your tenant:

  • Open the Share Assignment dialog on an assignment and switch to the new Clients tab

  • Select a pre-defined sharing template

  • Use the client list to grant or revoke portal access for each client linked to the assignment

  • Where a client is not yet an Invenias user, choose which of their email addresses should become their username. Invenias will create the Client user and send the welcome email as part of the save

  • To control document visibility, right-click a document in the Documents grid on the Person record and choose Share Document or Unshare Document for the relevant assignment

Note: Sharing templates are managed in the Desktop application's System Preferences for now.

AI Search on Company Records

What's New?

AI Search is now available on Company records in the Invenias Web Application, joining People and Assignment records.

  • The AI Search pane is expanded by default when you open a Company record

  • Use the AI Search button to collapse it

  • The assistant knows which company you have open, so questions such as "tell me about this company" or "who do we know here" work without restating which record you mean

  • Answers and results behave in the same way as they do on People and Assignment records

Why Does It Matter?

  • Company-focused work is a core part of executive search, whether you are mapping an organisation, researching a client or reviewing who you know there

  • Until now, anyone working from a Company record had to navigate to a different record type to ask a question, losing their context along the way

  • Business development and client research now get the same support as candidate and assignment work

  • The assistant is there consistently across the records you work in

How Do I Enable This?

AI Search is currently in alpha. If you wish to join the programme, please contact your Invenias account manager.

If AI Search is enabled for your tenant:

  • No additional setup is required

  • Open any Company record in the Invenias Web Application and the AI Search pane will be shown

  • AI Search on Company records is available in the Web Application only

Web

  • Recent Items now available in the Outlook (O365) add-in

    • Added a Recent Items to the O365 add-in navigation, for quickly reopening recently viewed People, Companies, Assignments and Programmes.

  • Open Desktop resources from New Outlook and Outlook on the web (requires Invenias O365 Add-in)

    • New shortcuts in the O365 Add-in apps menu open Placements, Advertisements, Journal, Document Search, Invoices, Saved Results, Data Privacy and Templates directly in Desktop when the add-in is set to the Desktop experience, alongside the existing People, Companies, Assignments and Programmes shortcuts.

Desktop

  • Send emails from Desktop via New Outlook and Outlook on the web (requires Invenias O365 Add-in)

    • Send emails from Desktop via New Outlook and Outlook on the web (requires the Invenias O365 Add-in), with the compose window pre-linked to the record, pre-addressed from the contact, template support, and automatic journalling to record history.

  • Create meetings from Desktop via New Outlook and Outlook on the web (requires Invenias O365 Add-in)

    • Create meetings from Desktop via New Outlook and Outlook on the web (requires the Invenias O365 Add-in), with the meeting form pre-linked to the record, attendees pre-populated from linked contacts, calendar creation via your connected mailbox, and automatic recording to record history.

Resolved Issues

The following issues have been resolved:

AI Search

  • AI Search now resolves categories and tags to the exact values in your tenant's taxonomy, so category-filtered searches return the right records instead of loose matches, and it asks for clarification when a category name is ambiguous.

Web

  • Saved Display Views in the view dropdowns are not listed in a predictable order

  • Client Portal Candidates page caps at ~100 records

  • Changes to some checkbox fields in the Assignment Team and Candidates grids are not saved