February 2026 Release
Commentary Editor
The Commentary Editor is a new feature in Assette designed to simplify and centralize the creation of qualitative commentary. It allows users to build and manage commentary templates directly within the UI, including the creation of commentary blocks. When a block is created, a corresponding Data Object is automatically generated in the background, removing the need to manually configure it in Developer Tools.
These commentary blocks can then be associated with Smart Pages, enabling their content to flow seamlessly into PowerPoint, Word, and Excel outputs. Users can author and edit text through Strategy Commentary and Product/Account Commentary workflows, making it easier to manage both consolidated and account-level narratives. Overall, this feature streamlines the authoring process, automates the technical setup behind the scenes, and makes producing structured, reusable qualitative content significantly more efficient for Assette users.
Enhanced Security for Assette Viewer: OTP, Cookies & Privacy Notice
This enhancement introduces secure, email-based access verification for Smart Links across desktop and mobile devices. When a recipient opens a Smart Link for the first time on a device, or after 12 months, they are prompted to enter their email address to receive a one-time passcode (OTP), which expires in 10 minutes. The system validates the email format, displays a masked version of the address during verification, and remembers the device for up to one year upon successful authentication. Users must also agree to the Privacy Policy, which is accessible via an overlay and is re-presented if updated or upon annual re-verification. For restricted Smart Links, access is limited strictly to recipients listed in the original email’s To, CC, or BCC fields, with clear messaging shown in the Viewer if access is denied. All consent details (email, timestamp, policy version) are captured to support a growing consent database. Engagement Analytics is enhanced to track OTP requests, incomplete verifications, and attempts to access restricted content, providing greater transparency into recipient interactions.
Expanded Template Associations with Account-Level Support
This enhancement extends template association capabilities to the account level. Previously, templates could be associated only at the default, product, or strategy level. With this update, users can now assign templates directly to individual accounts as well. This provides greater flexibility and control, allowing specific accounts to use tailored templates while still supporting broader default, asset class, strategy, or product -level configurations.
CPT Excel Editor
Client-Provided Templates (CPT) extends the Excel Editor by allowing users to upload their own Excel templates and dynamically populate them using Assette Data Objects. Instead of starting from a blank Excel file, clients can bring in templates provided by their end investors or internal teams and fabricate them directly within Assette. This enables the creation of fully dynamic Excel outputs while preserving the client’s original formatting, structure, and style, combining flexibility with automation.
Publish Generated Content from Workrooms/ Workspace to Library
This enhancement enables users to move finalized and edited documents from Workrooms or Workspace directly into the Library (Content Hub). Once published to the Library, these documents become centrally available for visibility and reuse by other authorized users.
“Generate” Option Added to Smart Doc Menu
This enhancement introduces a “Generate” option directly within the Smart Doc hamburger (three-dot) menu in the Authoring Center. By adding Generate alongside options such as Preview, Copy, and Rename, users can initiate document generation immediately from the Smart Docs listing page without navigating to a separate interface.
Disclosure Associations
This enhancement improves how Data Objects are associated with Disclosures by introducing filtering and stronger dependency consistency. Users can filter available Data Objects by Data Category, and only the matching objects are shown for selection. From the filtered list, users can add chosen items to a Disclosure as Associations, and only the selected objects are added.
Auto Adjust Enhancements: Table Height Control
This enhancement expands the Auto Adjust Shells capability in both PowerPoint and Word Editors. In addition to marking and managing selected shells, users can now configure advanced table height controls through a settings pop-up. The new functionality allows marked tables to be adjusted either to a fixed reference height or relative to the tallest selected table, with options to define which row types should be adjusted and to prevent resizing if a table falls below a defined percentage threshold.
Document Metadata
This feature introduces Document Metadata templating at the Content-Type level for PowerPoint outputs. Administrators can define pattern-based values, similar to file-naming conventions, including constants and dynamic tokens, to automatically populate document metadata fields during generation. Whether generated ad hoc or in batch, Assette applies the configured metadata template to ensure consistent, client-required document properties without manual updates.