## A new way to work with documents: write together in real time, comment, lay out real pages with templates and letterheads, and bring whole workspaces into Zioan from Notion, Confluence or Evernote. The CRM grows into a complete sales tool with companies, deals and email.
### Documents: Writing Together
- Several people can edit a document at the same time and see each other's changes and cursors as they type
- No more Edit, Done or Publish buttons: open a document and start typing, and everything is saved as you go
- Undo takes back only your own changes, and text typed while offline is merged in when you reconnect
- Changes made by Claude or a restored version appear for everyone at once
### Documents: Comments
- Select text and comment on it; others can reply, resolve and reopen the conversation
- Comments stay on their text while everyone keeps editing
- Mention teammates with @ to bring them in; mentions, replies and new comments arrive as notifications and by email
- People who can review a document but not edit it can still comment
- Comments can be included in Word exports, and comments in Word files come in with them
### Documents: Pages, Templates and Letterheads
- Give a document a page layout: A4, A5, Letter or Legal, portrait or landscape, with margins, a header and a footer with page numbers
- The editor shows the real pages, exactly as they will print
- Any document can become a template, and four ready-made ones are included: business letter, quote, meeting minutes and report
- Company details fill themselves into templates, so letters and quotes always carry your current details
- Spaces can keep reusable text blocks, such as bank details or payment terms, to insert into any document or template
- Images can be pasted, dropped or inserted into the text, the header and the footer
- Underline is now available in the editor
### Documents: Versions
- Versions are saved automatically: when editing ends, every 30 minutes during long sessions, and before every change made by Claude
- Give any version a name to keep it for good
- The version list is grouped by day, with a filter for named versions
- Compare shows additions in green and removals struck through in red, in the document's own formatting, with buttons to jump between changes
- Older automatic versions are thinned out over time; named versions are always kept
### Documents: Links
- Link to documents, boards, tasks and folders from the text: type [[ to search, or paste a Zioan address
- "Linked from" shows which documents link to the one you are reading
- Links to deleted items are greyed out
- Links added earlier in the Links panel have been moved into the text of their documents
### Documents: Create, Import and Export
- One Create Document window: start blank, from a template, from a file or from a web page
- Word and LibreOffice files import with their headings, lists, tables, images, footnotes and page setup
- Import many documents at once into a space or folder, or as a new space: Notion, Confluence and Evernote exports, Obsidian vaults, Google Drive downloads, and folders of Markdown, web page, Word, LibreOffice and PDF files
- Imports keep their folders, images and the links between documents, and a report lists anything that could not be brought in
- One Export window with a preview of the pages and a choice of what to include, such as the title, author and dates; your choices are remembered
- Export as PDF, archival PDF, accessible PDF, Word, LibreOffice, web page, Markdown or plain text
- Export a whole space or folder as one .zip that keeps its folders, to move it to another Zioan or keep it as Markdown, web pages, Word or LibreOffice files
- Large imports and exports run in the background, and a notification tells you when they are ready
### CRM
- Companies: people belong to a company, with its own details, notes, activities, files and links; existing company names were turned into companies for you
- Deals and pipelines: follow each deal from first contact to won or lost, on a board or in a list, with its value, expected close date and the chance of winning at each stage
- Ownership: every contact, company and deal has an owner, with "My records", owner filters and reassigning in bulk; when someone leaves, their records are handed over
- Lifecycle stages and tags for people and companies, with filters for both
- Saved views: keep a list's filters and sort under a name, for yourself or for the whole team
- Email from the CRM: write to people and companies, optionally from a template, and see replies and other incoming email on the right record's timeline
- Email that matches no record waits in its own list to be linked or discarded, and owners are notified when new email arrives
- A redesigned contact window, and lists that stay where you left them after closing a contact
- Notes, follow-ups and calendar events always reach the right contact or guest
### Files and Attachments
- Attachments accept more formats, including PowerPoint, OpenDocument, RTF, 7z and tar archives, audio and video, up to 50 MB
- Audio and video play in the file viewer, in tasks, chat, documents, the CRM and space files
- Uploads show progress for each file, list any that failed, and warn you before leaving the page while files are still uploading
- In space Files, drop files anywhere on the page or straight onto a folder
### Calls
- A call ends as soon as the last person hangs up, and ended calls no longer show as ongoing
- Someone whose connection drops has time to rejoin
- Updating Zioan no longer ends calls in progress
### Claude
- Claude can read, start, reply to and resolve comments on documents
- Claude can create documents from templates, name versions and use page layouts
- Claude can explain everything new in this release, from importing to exporting
### Updates and Licensing
- The update screen shows anything that needs your attention after an update
- A new installation activates its license the first time it reaches the Zioan update server, within 5 days of its first start
- If your installation sits behind your own web server, make sure it accepts uploads of up to 50 MB
### Security
- Security updates for the components Zioan is built on
- Importing from a web page reads public web pages only
- Exported PDFs contain only the document's own text and images
- Profile pictures must be real images of up to 5 MB
### Removed
- Code snippets have been removed, together with their content
- Notes on documents have been removed (notes on spaces and boards stay), as has the image grid
- The Links panel is replaced by links in the text and "Linked from"