Coming Soon: Therefore™ Online v34

by Cono Fusco
The word "UPDATE" is written in large white chalk letters on a blackboard, with a simple clock drawing above it showing the time at 12:05.

A new version of Therefore™ Online is coming soon!

 

This post will give you an introduction to the main features that will be released with this version. This list includes highlights; a complete list of changes can be found in the Therefore™ Online release notes.

 

A list of regional update dates can be found on the Therefore™ Online status page: https://status.thereforeonline.com/

 

This update applies only to Therefore™ Online. Therefore™ On-Premises customers will receives these features in v35, currently planned for release in Spring 2026.

 

 

Integration with Microsoft Copilot

Get more done using the AI capabilities of Microsoft Copilot!

Therefore™ now offers an integration with Microsoft Copilot, allowing you to leverage AI to gain useful insights about the information you store in Therefore™.

The possibilities are endless, but here are some ideas of what you can do with Copilot and Therefore™:

  • Collect job applications using eForms and ask Copilot to help you sort, analyze, and create personalized interview questions for each candidate.
  • Get answers that help you understand internal documents like vacation policies, emergency procedures, or SOPs.
  • Compare two or more documents and find the differences between them, and ask Copilot to draft a summary to send as an email.
  • Ask questions about a large set of documents within a project and get answers without searching through individual files.
Use the Copilot app to gain insights into critical information stored in your documents.
Use the Copilot app to gain insights into critical information stored in your documents.

 

Easily access Copilot from the Microsoft applications you use the most, like Word, Excel, PowerPoint, and Outlook
Easily access Copilot from the Microsoft applications you use the most, like Word, Excel, PowerPoint, and Outlook

 

eInvoice Connector

This new connector allows access to a web service in Therefore™ Online that is capable of processing machine readable invoices in standardized formats such as ZUGFeRD, Facture X, and X-Rechnung.

This feature is available only in the EMEA region.

A new task, “Extract eInvoice Data”, has been added to the workflow designer. This task is user-configured and similar to the existing “Call REST” workflow task. As part of a workflow, this task uploads an invoice in a compatible standard to the service. The service returns the extracted data which can be mapped to index data fields.

An invoice in electronic format.

 

 

Passkeys

Therefore™ 2025 introduced two-factor authentication for internal Therefore™ users and Portal users. With v34, internal users will be able to log in to Therefore™ using passkeys instead of passwords.

Login via passkey will be available for installed Therefore™ clients, Therefore™ Web Client, Therefore™ Portal, and the Therefore™ Go app.

 

 

 

Web Client Updates

  • Download dialog enhancement to support configuring default file formats and allow file selection.
  • Move documents to another category, both manually and via workflow.
  • Delete and edit tasks from the task view page.
  • Improved performance for PDF viewing.
  • Direct URL actions: Added functionality to execute a query and show the workflow hit-list.
  • Enhanced expanded table field in index data dialog to make more actions available.
  • UI improvements.
  • WCAG compliance updates.

 

Other Changes

Other changes are detailed in the Therefore™ Online release notes.

 

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