What's new in CMS: Fall 2026

This fall's release adds a new Secure Mailbox, task assignment by secure email, a rebuilt Calendar, exam remediation tracking and instant search. Each section below says what's new, why it matters and how to get started in a few clicks.

Secure Mailbox: your new home for messages

The CMS Secure Mailbox is now the main mailbox. Messages, attachments, records and tasks travel inside CMS, behind the same sign-in and two-factor check, instead of in ordinary email.

• Click Mailbox in the sidebar. It opens in its own window, so you can keep working in CMS beside it.
• Never miss a message. The Inbox checks for new mail every minute and shows the unread count in the tab title.
• Follow the whole conversation. Replies show the earlier messages, their attachments and any tasks they carried, with live status.
• Attach files and search. Add up to 10 files per message (25 MB), and search by subject, sender or company.
• Archive a whole thread in one click, or just the one message.
• Work with exams right in the mailbox. Print to PDF, Heatmap Report and Exam Zip are in the exam's Actions menu.

Every secure email notice now carries a clean, consistent layout: the message, the sender's name and company, the CMS logo, and a clear “Do not reply” line, so recipients know to answer in the mailbox.

Assign a Task: send work, track it to done

You can now hand a Form Application, a Dynamic Report or an Exam to someone at any company in your network and watch it through to completion. They receive it by secure email and finish it in the Secure Mailbox.

How to assign a task

1. On the Dashboard, open What would you like to do? and pick Assign a Task…
2. Follow the four-step wizard: choose the tasks (one message can carry several), the assignee and a due date.
3. Tick Require my review if you want to sign off before the task counts as complete.
4. Send. The assignee gets a secure email with a link straight to the work.

How to keep track

• Assigned Tasks is one screen with four views: Assigned by Me, Assigned to Me, Shared with Me and Company.
• Every column sorts and filters, so “overdue, assigned by me” is two clicks away.
• The Dashboard's Open Tasks box shows what is still open, saved or waiting for your review. Click a count to jump to that list.
• Share a task with a colleague so someone can cover for you, read-only or with full control.
• Due dates appear on the new Calendar too.

Exams: remediation tracking built in

CMS now records every remediation on an exam, from the moment it is set to the moment it is cleared, so you can show exactly what was fixed and when.

• Workflow report. Open an exam, choose Actions > Workflow, and get one card per question: what was flagged, the answers and documents added in response, and whether it is still Pending or Complete.
• Share it as a PDF. The report prints as a landscape PDF you can download or send to exam participants by secure email.
• Assign exams as tasks. The examined company answers questions and uploads requested documents in the Secure Mailbox, and you review with the full management view.
• Faster exams. Exams and the Explorer load faster, with a clear “loading” message while large exams open.
• Complete exam zips. Exam Zip now always includes the exam PDF and tells you if anything, such as an unfinished Heatmap, was left out.

A brand-new Calendar

The Calendar has been rebuilt with a modern look. Everything it did before still works, and it does more.

• Switch views between month, week and day.
• Drag and drop your own one-time events to reschedule them.
• Add notes to any event, and mark events Keep Internal so they stay within your company.
• Export to Outlook (.ics) or Excel, including repeating events.
• Upload many events at once from the Excel template, with a preview that flags any row with a problem before it is saved.
• See task due dates in orange, with overdue tasks flagged. Click one to open it in the Secure Mailbox.

To try it, click Calendar in CMS or any date on the Dashboard.

Find things faster

• Instant Quick Search. In any Interactive Form, choose the Quick Search option, type your search criteria and press Enter. Results filter on the spot, with no need to click Run Report. Use | to search for either of two words, such as open|pending.
• One Reports menu. Dynamic, Compare and Saved Reports now sit together under Reports in the sidebar, each with a short description.
• Sort and filter any column in Assigned Tasks. Click a header to sort, or its ▾ to pick values, search or clear the filter.

Quick Search looks only within the displayed results (up to 1,000 records). Use Search by Field to search the entire database.

Easier onboarding for administrators

• Secure activation. New Secure Mailbox users get an activation email with step-by-step setup, a QR code for their authenticator app, and their username.
• Personal welcome emails. Invitations now name the person who added you and their company, so new users know who invited them.
• Reset Secure Email Setup. If a user loses their phone or their setup, open Edit User > Reset ▾. Their next secure email walks them through activation again. Their password is not touched.
• Notification Matrix. Under System Administration > Teams & Notifications, see at a glance who is notified about what, and why.

Learn more about workflow management in CMS.