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clock-rotate-leftProduct Updates

New updates and improvements

Product Updates

March 2026

We're excited to share three new releases now available in SureCloud this month.


Bi-directional ETL Integrations

SureCloud now supports two-way data movement between SureCloud and external systems — so your records stay aligned and your workflows stay connected, without manual intervention.

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  • Push and pull data between SureCloud and external systems

  • Synchronise key datasets across platforms automatically

  • Keep records aligned without manual updates

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  • Reduce the time your team spends reconciling data across systems

  • Enable more connected, automated workflows across your tech stack

  • Maintain a single source of truth without duplication or delays

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Next steps: To find out more or get this set up for your organisation, please speak with your SureCloud Account Manager.


Slack Integration

You can now connect SureCloud with Slack to receive task notifications directly in your chosen channels — keeping your teams informed and ready to act, right where they work.

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  • Automated task notifications delivered to Slack channels

  • Real-time updates for task assignments and changes

  • Teams stay aligned without switching between platforms

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  • Reduce the risk of missed actions or updates

  • Keep distributed teams connected to SureCloud workflows

  • Speed up response times on time-sensitive tasks

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Next steps: To find out more or get the Slack integration enabled, please speak with your SureCloud Account Manager.


Question-Level Response & Score Extraction

You can now extract individual question responses and scores from SureCloud — giving you granular access to your data for more advanced reporting and automation.

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  • Access individual question-level responses and scores

  • Use question data in calculations and conditional logic

  • Build richer reports and automate downstream workflows

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  • Go beyond summary-level reporting to understand the detail behind your scores

  • Use granular data to power more sophisticated analysis and decision-making

  • Unlock new automation possibilities based on specific question outcomes

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Next steps: To find out more or get these calculations set up, please speak with your SureCloud Account Manager.

February 2026

This release improves workflow visibility on application pages. Users can now see why a record cannot progress and filter records faster by status.


Disabled Button Feedback in Workflows

Users can now click a disabled workflow transition button to see what is blocking the next step.

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  • Disabled workflow transition buttons are now clickable

  • A feedback message lists the conditions that still need to be met

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  • Users can see blockers immediately

  • Teams can troubleshoot workflow conditions faster

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Status Widget on Application Pages

A new status widget appears above each record table. It gives users a quick view of workflow status and task metrics for the selected workflow.

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  • An interactive donut chart appears above each record table

  • The chart shows status and task metrics for the active workflow

  • The widget refreshes when users switch applications or workflow tabs

  • Users can click a status segment or count to filter the table below

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  • Users can understand record distribution at a glance

  • One-click filtering makes it faster to focus on specific records

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December 2025

This month's release brings deeper integrations and more control over how your data is used and visualised — helping you stay in sync, act faster, and get clearer insights at a glance.


ETL Integrations

SureCloud now supports extracting, translating, and loading data from any REST API, keeping your records in sync with external systems.

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  • Data mapped to workflows via REST APIs

  • Records stay in sync with external APIs

  • Improved integration flexibility for seamless data flow

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  • Reduce manual effort keeping data aligned across platforms

  • Enable more automated, connected workflows across your tech stack

  • Improve data accuracy by removing the need for manual syncing

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Next steps: To find out more, please speak with your SureCloud Account Manager.


Custom Chart Colors

You can now customise chart colours directly in report settings — giving you more control over how data is visualised across dashboards.

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  • Choose from a curated colour palette

  • Assign colours manually to chart series

  • Colour preferences are saved per report

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  • Highlight priority areas more clearly in dashboards

  • Align chart colours to your categories or team conventions

  • Improve visual consistency across reports and presentations

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Black Kite Integration

Black Kite's cyber risk intelligence is now integrated directly into SureCloud — enabling automated, continuous visibility of your third parties' cyber posture.

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  • Live cyber risk scores visible inside Third Party Risk

  • Direct links to detailed findings from Black Kite

  • Improved context for vendor reviews and prioritisation

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  • Reduce the time spent manually gathering third-party risk data

  • Make faster, more informed vendor decisions with real-time scores

  • Strengthen your third-party risk programme with continuous monitoring

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Next steps: To find out more or get the Black Kite integration enabled, please speak with your SureCloud Account Manager.

November 2025

This release introduces homepage improvements and custom shortcuts to help users navigate and act faster.


Homepage Improvements

We've refined the design of the SureCloud homepage and improved two key widgets to support faster, more informed action.

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  • Updated Task Manager: easier to read, sort, and manage

  • Enhanced Recently Viewed widget: more context, better recall

  • Overall design updates for clearer navigation

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  • Users can find and act on tasks more quickly

  • Improved layout reduces time spent searching for recent work

  • A cleaner homepage helps teams stay focused and organised

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Custom Shortcuts

You can now add custom shortcuts to your homepage — tailored to how your team works — for faster access to the tools you use most.

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  • Add shortcuts for instant record creation

  • Set up shortcuts for specific workflows

  • Shortcuts are configurable per user

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  • Reduce the number of clicks to reach frequently used areas

  • Help teams build consistent, efficient working habits

  • Customise the homepage to reflect how your organisation actually works

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October 2025

This release introduces date-based reporting and a redesigned application page experience with improved navigation.


Date-Based Reporting

Reports that include date fields now automatically group and aggregate by month, making it easier to visualise trends and performance over time.

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  • Date fields in reports are automatically grouped and aggregated by month

  • Trend views are available directly from existing report configurations

  • No additional setup required for date-grouped visualisations

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  • Quickly spot patterns and performance trends over time

  • Track progress month by month without manual data manipulation

  • Better visibility of time-based trends supports proactive decision-making

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Improved Application Pages

Each application now has a dedicated landing page with a tabbed record table and improved navigation. Apps can be accessed directly from the left-hand menu — no extra clicks required.

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  • Each app now has a dedicated landing page with a tabbed record table

  • Apps are accessible directly from the left-hand side navigation

  • Consistent structure and layout applied across all applications

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  • Faster access to your applications reduces time spent navigating

  • Tabbed table views make it easier to filter and find records

  • A consistent structure across apps lowers the learning curve for new users

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September 2025

This release introduces a new Continuous Control Monitoring app, smarter forms, branded emails, and date-driven workflow automation.


New App: Continuous Control Monitoring (CCM)

Our new CCM App automates control testing and monitors assurance in real time. Currently in early access, we're inviting interested organisations to explore it.

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  • A dedicated CCM app is now available for early access

  • Control testing can be automated rather than managed manually

  • Assurance monitoring runs continuously rather than point-in-time

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  • Reduce the manual effort involved in control testing

  • Identify control gaps sooner with continuous monitoring

  • Strengthen your assurance programme with real-time visibility

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Next steps: To find out more or request early access, please speak with your SureCloud Account Manager.


Attribute-Level Guidance in Forms

You can now add helpful context directly beside individual form fields — making complex forms easier to complete and reducing user errors.

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  • Inline guidance text can be added to any attribute in a form

  • Guidance is visible to users directly alongside the relevant field

  • Configurable by administrators without development resource

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  • Help first-time users complete forms correctly without additional training

  • Reduce errors and rework caused by unclear field requirements

  • Improve data quality by setting expectations at the point of entry

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New Branded HTML Emails

SureCloud notification emails have been updated to modern HTML templates that can be branded with your organisation's logo.

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  • Notification emails are now sent as branded HTML rather than plain text

  • Your organisation's logo can be added to all outgoing emails

  • Works alongside the existing email relay feature for full domain control

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  • Improve email deliverability by reducing the risk of messages being flagged as spam

  • Reinforce brand identity and trust in every communication

  • Help recipients identify legitimate SureCloud notifications at a glance

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Next steps: To add your organisation's logo to email templates, please speak with your SureCloud Account Manager.


Better Data Views and Layout

We're rolling out enhancements to table designs and app layouts across the platform — delivered incrementally over the coming quarter.

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  • Improved table layout and responsiveness across applications

  • More precise column control and inline actions

  • New UI patterns introduced for high-volume data views

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  • Easier to read and manage large datasets within the platform

  • More consistent experience across different areas of the platform

  • Reduced friction when working with complex or high-volume records

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Date-Based Workflow Automation

Workflows can now progress automatically based on key dates — maintaining momentum and eliminating the need for manual updates.

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  • Workflow transitions can be triggered automatically based on date fields

  • Reassessments can be scheduled to trigger at set intervals

  • Records can be set to close automatically after a review expiry date

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  • Reduce the risk of records stalling due to missed manual steps

  • Ensure assessments and reviews are triggered on time, every time

  • Free up teams from routine workflow maintenance tasks

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Next steps: To get date-based automation configured for your workflows, please speak with your SureCloud Account Manager.

August 2025

This release introduces PNG report exports, a new Read API in beta, and the new Operational Resilience application.


Export Reports to PNG

Any individual report can now be exported as a PNG image — perfect for use in presentations, slideshows, or sharing a quick snapshot of key insights.

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  • A PNG export option is now available on all individual reports

  • Exported images reflect the current report view, including filters

  • No additional configuration or permissions required

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  • Easily share visual snapshots of key data without platform access

  • Include report visuals directly in presentations or documents

  • Reduce the time taken to communicate insights to stakeholders

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Extract Platform Data with the Read API (Beta)

Pull your data out of SureCloud and into other systems via API. This initial beta release enables bulk export of records and fields for deeper analysis or integration.

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  • A new Read API is available in beta for data extraction

  • Bulk export of records and field values is supported

  • API access can be scoped to specific datasets

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  • Integrate SureCloud data into external analytics or reporting tools

  • Enable deeper analysis beyond what's available in the platform

  • Support data pipeline and automation use cases across your tech stack

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Next steps: To get access to the Read API beta, please reach out to your SureCloud Account Manager.


New App: Operational Resilience

The new Operational Resilience app helps organisations assess impact, build response plans, and test readiness for disruption scenarios.

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  • A dedicated Operational Resilience app is now available

  • Supports impact assessment, response planning, and readiness testing

  • Integrated into the SureCloud platform alongside existing risk and compliance apps

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  • Manage operational resilience alongside your broader GRC programme

  • Demonstrate preparedness to regulators and stakeholders with structured evidence

  • Reduce the effort of maintaining resilience plans in separate tools

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Next steps: To find out more or get Operational Resilience set up for your organisation, please speak with your SureCloud Account Manager.

July 2025

This release introduces confidential record access, dynamic descriptions, AI-powered document reviews, and persistent table preferences.


Confidential Record Access

Access to specific records can now be restricted so that only authorised users can view them — helping to protect sensitive data and meet compliance requirements.

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  • Records can be marked as confidential at the record level

  • Access is restricted to users explicitly granted permission

  • Confidential records are hidden from all other users, including those with general application access

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  • Protect sensitive data without creating separate applications or workflows

  • Meet compliance and data governance requirements more easily

  • Give teams confidence that confidential information is appropriately controlled

Read the user guide

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Dynamic Record Descriptions

Record-level descriptions can now be added to guide users through their next task — with instructions embedded directly within workflows.

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  • Administrators can add descriptive text at the record level within a workflow

  • Descriptions update dynamically based on the current workflow stage

  • Instructions are visible to users directly on the record

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  • Reduce mistakes by setting clear expectations at each workflow stage

  • Support less experienced users without additional training

  • Improve data quality by guiding users towards the correct inputs

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Next steps: To get dynamic descriptions configured for your workflows, please reach out to your SureCloud Account Manager.


AI Document Reviews

AI-powered "first-pass analysis" is now available in FileSync — flagging potential issues in documents early so teams can focus their review effort where it matters most.

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  • An AI assistant can perform an initial review of documents in FileSync

  • Potential issues and areas of concern are surfaced automatically

  • Human reviewers receive a prioritised starting point rather than a blank document

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  • Speed up compliance document reviews without reducing thoroughness

  • Help reviewers focus on the areas most likely to need attention

  • Reduce the risk of issues being missed in large or complex documents

Read the user guidearrow-up-right

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Next steps: To get AI Document Reviews enabled, please speak with your SureCloud Account Manager.


Table Display Preferences

Preferred table display settings — including columns, filters, and sort orders — are now saved automatically across sessions.

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  • Column selections, filters, and sort orders are preserved between sessions

  • Preferences are saved per user and per table

  • No manual reconfiguration required after logging in

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  • Save time by eliminating the need to reconfigure tables on every login

  • Allow each user to maintain a personalised view suited to their workflow

  • Reduce friction for users who work with the same tables regularly

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June 2025

This release introduces Jira Cloud integration, automated user provisioning via SCIM, and expanded question-level reporting.


Jira Cloud Integration

SureCloud can now be connected to Jira Cloud to create and update tickets and statuses — keeping teams aligned without switching between tools.

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  • Jira tickets can be created and updated directly from SureCloud

  • Ticket statuses sync in real time between platforms

  • Eliminates the need to manually replicate updates across both tools

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  • Reduce the risk of actions being missed due to tool switching

  • Keep engineering, risk, and compliance teams working from a single source of truth

  • Improve response times on findings and actions that require development work

Read the user guide

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Next steps: To get the Jira Cloud integration enabled, please speak with your SureCloud Account Manager.


SCIM User Account Provisioning

SCIM integration now automates user provisioning and deprovisioning in SureCloud, syncing roles from identity providers such as Okta and Microsoft AD.

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  • Users are automatically provisioned and deprovisioned via SCIM

  • Roles and access levels sync from your identity provider

  • Supports SSO, role-based access, audit logs, and conflict alerts

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  • Reduce administrative overhead managing user accounts manually

  • Improve security by ensuring leavers are deprovisioned promptly

  • Maintain consistent role assignments aligned to your identity governance policies

Read the user guide

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Next steps: To get SCIM provisioning set up for your organisation, please speak with your SureCloud Account Manager.


Reporting on Question Components

Reporting now covers detailed analytics on question sets, categories, and individual questions — including advanced filtering, answer insights, and customisable layouts.

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  • Question sets, categories, and individual questions are now reportable

  • Advanced filtering and answer-level insights are available in report builder

  • Report layouts can be customised to suit compliance, risk, and regulatory needs

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  • Go beyond record-level reporting to understand assessment responses in detail

  • Support regulatory reporting with structured question-level data

  • Identify patterns in responses across assessments, teams, or time periods

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May 2025

This release brings several new features designed to enhance how you work with questions and improve overall efficiency.


Enhanced Comments and Attachments

Threaded discussions and file uploads are now available directly on individual questions — keeping collaboration centralised and traceable.

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  • Comments can be added to individual questions within assessments

  • Threaded conversations make it easy to follow and resolve discussions

  • Supporting files can be uploaded directly to a question

  • All comments are time-stamped and attributed to the relevant user

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  • Keep question-level discussions in context rather than in email or external tools

  • Build a clear, auditable record of decisions made during assessments

  • Reduce the back-and-forth involved in resolving queries on specific questions

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New records can now be created and linked to questions without navigating away from your current workflow.

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  • A new action allows record creation directly from within a question

  • The new record is automatically linked to the relevant question

  • Users remain in their current workflow throughout the process

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  • Reduce context-switching during assessments

  • Speed up workflows where records need to be created in response to question answers

  • Keep linked records accurately associated without additional manual steps

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Automated Record Linking

Related records are now linked automatically based on configurations in your library — reducing manual effort and improving data consistency.

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  • Auto-linking rules can be configured in the library

  • Matching records are linked automatically when the conditions are met

  • Reduces the need for users to manually identify and link related records

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  • Save time on repetitive linking tasks across large record sets

  • Improve data consistency by ensuring relationships are captured reliably

  • Reduce the risk of linked records being missed or incorrectly associated

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All directly and indirectly linked records are now visible in a single view — making it easier to track and manage relationships across the platform.

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  • A unified view shows all records linked to a given record, directly and indirectly

  • Both direct and inherited links are visible in the same place

  • No need to navigate across multiple areas to see the full picture

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  • Understand the complete context of a record without manual investigation

  • Make faster decisions with a full view of related data in one place

  • Reduce the risk of missing important linked records during reviews or assessments

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March 2025

This release introduces a redesigned navigation experience and automated evidence collection to streamline compliance workflows.


Updated Navigation

SureCloud's navigation has been redesigned to make it faster and easier to get where you need to go.

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  • All main areas are now located in a left-hand sidebar — including Reporting, Applications, User Settings, and Configuration Settings

  • The top bar has been simplified to show just your breadcrumb trail, Task Manager, and avatar

  • A new Resource Centre in the bottom right corner provides direct access to the Help Centre, Product Updates, and Feedback Form

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  • Reduce the time spent navigating between different areas of the platform

  • A cleaner, more consistent layout lowers the learning curve for new users

  • Built-in access to support and feedback means help is always within reach

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Automated Evidence Collection

SureCloud now automates the collection and organisation of compliance evidence — reducing manual workload and ensuring your team is audit-ready at all times.

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  • Evidence is collected automatically based on predefined dates and collection frequencies

  • Collected evidence is stored in a centralised Evidence Library

  • Version history provides a full audit trail of evidence over time

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  • Save time and reduce manual workload during audit preparation

  • Minimise human error by ensuring evidence is consistently gathered

  • Maintain continuous audit readiness rather than scrambling before deadlines

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Next steps: To find out more or get Automated Evidence Collection set up, please speak with your SureCloud Account Manager.

February 2025

This release makes it easier to generate formatted documents directly from SureCloud records — no manual data entry required.


Download Word Document from a Record

Word documents can now be downloaded directly from a record, automatically populated with your record data.

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  • A "Download Word Document" option is now available in the record context menu (⋮)

  • Word templates are automatically populated with mapped record data

  • Documents are generated and downloaded in a single action

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  • Eliminate the need to copy and paste record data into external documents

  • Ensure consistency by using predefined templates with mapped fields

  • Save time generating reports, letters, and other formatted documents

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Next steps: To get Word document templates configured for your records, please speak with your SureCloud Account Manager.

January 2025

This release introduces two enhancements for working with numerical data and linked records more efficiently.


Bulk Linked Record Creation

Records can now be created in bulk from a linked record — allowing you to create multiple linked records at once without repetitive data entry.

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  • Multiple linked records can be created in a single action

  • Records are created and linked simultaneously from the parent record

  • Removes the need to create and link records one by one

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  • Save significant time when setting up large numbers of related records, such as Control Tests

  • Reduce the risk of errors caused by repetitive manual data entry

  • Improve efficiency for users who regularly work with linked record structures

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Decimal Support for Number Attributes

Number attributes now support decimal values across all use cases — providing greater precision for inputs such as currency, percentages, and conversion rates.

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  • Number attributes now accept decimal values up to two decimal places

  • Existing whole-number data is unchanged

  • No additional configuration is required to enable decimal inputs

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  • Remove the need for workarounds when capturing precise numerical data

  • Improve accuracy for financial, percentage-based, or scientific inputs

  • Maintain data integrity with backward-compatible changes to existing records

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December 2024

This release introduces version history for records and automatic context inheritance to improve traceability and reduce manual data entry.


Version History for Records

Users can now view a detailed history of changes made to a record — including past versions, snapshots, and who made each change.

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  • A version history view is now available on records

  • Each version is time-stamped and attributed to the user who made the change

  • Previous versions can be accessed and referenced at any time

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  • Improve transparency and accountability across your record data

  • Support audit and compliance requirements with a clear change trail

  • Reduce risk by making it easy to review or restore previous versions

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Context Inheritance

Responsible areas within the organisational hierarchy are now automatically inherited when a child record is created from a parent record.

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  • Context is inherited automatically from parent to child records on creation

  • Applies to assessments, tests, actions, and other child record types

  • The setting is on by default and can be switched off per workflow if needed

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  • Ensure consistent permissions and access across related records without manual input

  • Reduce the time users spend re-entering the same organisational context

  • Minimise the risk of records being created with incorrect or missing context

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November 2024

This release introduces custom email domains and the ability to copy records from a table — reducing manual effort and improving data consistency.


Custom Email Domains

Notifications from SureCloud can now be sent from your organisation's own email domain — improving deliverability, brand consistency, and user trust.

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  • SureCloud notifications can be configured to send from your own domain

  • Emails appear to come from your internal teams rather than a third-party sender

  • Works alongside the existing email relay feature for complete domain control

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  • Reduce the likelihood of important notifications being marked as spam

  • Reinforce brand identity and increase confidence that emails are genuine

  • Support compliance with organisational email policies and security standards

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Next steps: To set up a custom email domain for your organisation, please speak with your SureCloud Account Manager.


Copy Records from a Table

Users can now create a new record by duplicating an existing one — saving time and improving consistency when working with similar records.

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  • A copy option is now available on records for users with the appropriate permissions

  • Key data from the original record — including names, dates, and structured responses — is duplicated into the new record

  • The copied record starts at the first state and stage of the workflow

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  • Save time when creating multiple similar records, such as repeated assessments

  • Improve data consistency by reusing correctly formatted information

  • Reduce human error caused by re-entering the same information manually

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August 2024

This release introduces date-based reporting filters and enhanced calculation capabilities across linked records.


Date-Based Reporting

Date-based filters can now be added to reports within the dashboard — enabling time-relative reporting such as "Assessments Completed in the Last X Months" or "Upcoming Assessments in X Days".

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  • Date fields in reports can be filtered by a relative time range (past or future)

  • Users select how far into the future or past the date attribute should fall

  • Filters apply across all report types that include date fields

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  • Create dynamic, time-aware reports without manual date adjustments

  • Support proactive risk management by surfacing upcoming deadlines and expiries

  • Improve audit and compliance preparedness with better tracking of time-based data

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Calculation Enhancements

Calculation capabilities have been extended to support fields derived from other calculations and to enable calculations across linked records from different entity types.

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  • Calculations can now reference the results of other calculations

  • Cross-entity calculations are supported across linked records

  • Functions such as IF and LATEST can be combined for conditional, time-aware logic

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  • Build more sophisticated, accurate calculations without manual workarounds

  • Support complex GRC scenarios where data spans multiple linked record types

  • Improve reporting accuracy with calculations that reflect the most relevant and recent data

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July 2024

This release introduces question dependencies, time-based workflow scheduling, and bulk record export.


Question Dependencies

Relationships can now be established between questions so that follow-up questions are only shown when relevant — based on responses to earlier questions.

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  • Questions can be configured to appear only when a specific response is given to a preceding question

  • Multiple conditions can be set per dependent question

  • Dependencies are configured in the question set library

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  • Make assessments more concise and targeted by only showing relevant questions

  • Reduce respondent burden and improve the quality of information gathered

  • Support more sophisticated assessment designs without additional complexity for users

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Scheduling Actions Based on Time

Workflow actions can now be scheduled to trigger automatically at specified times or intervals — removing the need for manual intervention on recurring tasks.

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  • Workflow actions can be configured with a time-based trigger

  • Recurring actions — such as assessment creation or reminder notifications — can be automated

  • Scheduling is configurable per workflow transition

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  • Eliminate the manual effort involved in triggering recurring workflow steps

  • Ensure assessments, escalations, and reminders happen consistently and on time

  • Free up teams to focus on higher-value work rather than routine process management

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Bulk Export of Records

Users can now export a selection of records, or all records within a table, to Microsoft Excel.

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  • A bulk export option is available on all record tables

  • Users can export a specific selection of records or the full table

  • Exported data is formatted for Microsoft Excel

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  • Analyse and manipulate record data offline using familiar tools

  • Share data easily with stakeholders or team members who are not on the platform

  • Support audit and compliance requirements with exportable record sets

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