5.4

Release Date: March 10, 2026

We have redesigned the Document View interface to improve data accessibility and streamline document assessments, reviews, and Quality Assurance (QA) workflows.

Key features include:

• Metadata fields: The Left panel now serves as a comprehensive data hub, displaying all document metadata in a single, scrollable view. You no longer need to exit the screen to access vital metadata.
• Pinned Metadata Field: To keep essential metadata front and focus, you can now “pin” specific fields to the top of the Left Panel. These pins will remain in place as you navigate between documents.

• Configurable View Template: You can now fully customize the layout of both the Review Fields and the Left Panel. Tenant Admins can set a tenant template for all new projects, and Project Admins can create a new view to meet specific project requirements.

Refer to Document View Template documentation for details.

We have expanded our bulk mapping capabilities to include Map Entities using Document ID from Mapped Column. This new feature allows you to map your data to multiple documents in Canopy with a single file upload.

How it works:

• Upload a .csv file containing a column for Document IDs and their corresponding entity data.
• Canopy then analyzes the Document IDs in your file and automatically maps the associated entities to the matching documents in the system.

This capability allows you to effortlessly map data to hundreds of documents in Canopy at once, eliminating the need for manual, document-by-document assignments.

We’ve introduced OCR Confidence as a new metadata field within the Document List of the Review module.

• OCR Confidence: The % level that expresses the OCR model’s certainty about the accuracy of the recognized text.
  • 0: Indicates the OCR model encountered an error,
  • Empty: Indicates the document did not require OCR.

Search syntax for this field is ocr_confidence:n, where n is the percentage from 1-100; e.g.,ocr_confidence:[80 TO 90].

After creating a Review Phase, users can now view the full configuration of their Review Phases directly on the Batches page. This includes the Review Phase Name, Entity Layout, Qualifying Rules, and other key configurations.

For Auto Review Phases that have not yet run, you can update the Entity Layout and Qualifying Rules as needed. Once Auto Review is completed, these details become read-only.

This release includes infrastructure improvements designed to ensure maximum integrity and security.

We’ve completed a routine infrastructure upgrade to a NodeJS server. This is a backend-only update, and it will not affect your workflow.

We’ve completed a routine upgrade to our Elasticsearch engine. This update optimizes storage efficiency, increases search query speed, and strengthens data security.

To provide better clarity on modified file types, we’ve updated the download logic for system-modified files. Previously, these files appeared to be downloadable but failed to download.

The Download button is now disabled for system-modified files, with a validation tooltip that clarifies the file was modified by Canopy and is not available for download.

Release Date: March 10, 2026

When consolidating entities based on SSN using the “Exact & Partial Match” setting, partial matches will only group together, but will not merge. Users can make requests to Customer Success when they would like entities to merge on partial and exact match.

For example: A record with xxx-xx-1234 will now successfully merge with 999-00-1234 without flagging a data mismatch if requested.