Topic search of all CS-VUE catch-up videos

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April 2026
 

• Single Sign-On
• Task Notes
• Tag Management Drag & Drop
• Reminder: how to update Saved Search Collections
• Reminder: Mass updating

• Reminder: File Drag & Drop includes emails

October 2025
 

• Two Factor Authentication
• Change Password within CSVUE
• Export list of all Collections
• Rich Text Editor enhancements font and background colours
• Time Zones
• Last Activity on People page

March 2024
 

Mini-educational on creating escalations involving tasks 14 days due, 8 & 15 days overdue.

• Custom Filters: focus on what tasks are important to you;
• Saved Search Collections: build dynamic reporting searching for what you want, while also notifying owners or watchers of changes;
• Tags: extend your reporting and searching with categorisation meaningful to you and your organisation.

February 2024
 

• Tasks: Compulsory documentation;
• Collections: Archiving, filtering on status and type;
• Export: Commencement Date;
• Upload links: SharePoint & CS-VUE;
• Reviewing Escalations.

November 2023
 

• Compliance tab: filter on non-compliance;
• Export Tags in Tag Group columns;
• Sort attachments;

• Upload links.

April 2023
 

• Summary email improvements;
• Floating pagination, set your own page sizes;
• Collection creation within documents;
• Rich text editor formatting options;
• Document compliance;
• Drag and drop file upload.

September 2022
 

• Stakeholders: the new ownership for all;
• Attachments: edit file name or description (Owner/Editor only);
• Compliance gauge charts;
• Location: NZTM conversion dialog;
• Access Profiles: multi-user selection, find people fast, select them with filter (Admin only);
• Completed Tasks: edit attachments when someone forgot or uploaded the wrong documentation (Admin only).

March 2022
 

• People: how to archive people;
• Search: easier search for archived documents;

• Attachment upload: change file name and add a description as you upload

December 2021
 

• Task filters: see upcoming tasks in the Task Panel;
• Mass update: how to reassign Ownership within Documents, globally and when using search;

• Mass update: how to add/delete Tags when using search.

September 2021
 

• Initial search parameters when selecting Show All Items is Active and Draft items (change from All including Archived);
• New items notification for Collections and Saved Searches default is ON (Watcher only);
• Task filters: how to create upcoming task reminders;
• Custom advanced task filter interface is easier to understand (Administrator only);
• Public reports: share reports within Collections/Saved Searches/Documents (Administrator only to create);
• Permission changes for Watchers and Administrators (Watcher and Administrator only);

July 2021
 

• Description field for Collections and Saved Searches: document why, what and who;
• New items notification for Collections and Saved Searches (Watcher only, default off);
• Search changes including Show All Items and filters apply to Exports;
• Task filters, due date and task type: how to create escalation events and non-compliance aging;
• Watcher Management (Owner and Administrator only);

• Organisation settings page for managing task filters (Administrator only)

May 2021
 

• Expandable search results
• Print permits with all tasks shown
• Search page URL persistence
• User feedback form
• Access Profile view
• Repeating task tooltip

December 2020
 

• Summary page
• Watching page
• Mapping
• Document & Condition notes & notices
• Search add Document status
• Collapsible left navigation pane
• Tag toggle
• Tooltips

• Anti-virus on attachments

  
  Administrator only (from 10:30 onwards)

• Deny Edit Access Profile options for handling contractors
• Access Profile filter
• Tag Management collapse Tag Groups

July 2020
 

• Report exports (new);
• Reports using Lapse and Expiry Dates;
• How to use Tags so you can report on your KPIs;
• New 4.2 build functionality including People & Company page filter, direct links to conditions, tasks and breaches, and other minor updates.

March 2020
 

• Knowledge Centre to find help, technical support and FAQs 24/7 (navigation link under Preferences);

• Create custom reports in Documents view, within Collections and Saved Searches.

January 2020
 

• Search by Collection title to find Collections or Saved Search Collections quickly;
• Create tasks with condition information in dialog to task more easily;
• Changes to Saved Searches with Access Profiles for dynamic and powerful access;
• New Tag Management to edit, sort and merge tags, and use Tag Groups to enforce business rules (Administrator only).