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Card Template History, Publication and Trust Center Updates

· 3 min read
Marius Nergård
Product owner Breeze @ Sotera

Card Template History, Publication and Trust Center Updates - October 26, 2026​

The Card Template guide now covers the change history, restoring a version, archiving and publication. Other updates cover the Production Site setting on a Card Template and bulk photo approval. The Trust Center has corrections on image storage and on what deleting a record does.

External Data Lookup Errors and Manual Entry

· One min read
Marius Nergård
Product owner Breeze @ Sotera

External Data Lookup Errors and Manual Entry - September 27, 2026​

The External Data Lookup guide now lists the plain-language message for each way a person lookup can fail, and explains manual entry when the lookup service is down. The External Data Sources guide covers the new setting that allows manual entry.

Duo ID Email Settings Documentation

· One min read
Marius Nergård
Product owner Breeze @ Sotera

Duo ID Email Settings Documentation - September 22, 2026​

New pages cover the Duo ID email settings screens at the Domain and Tenant level: how the subject and content resolve across the two scopes, why only the Domain sets the sender, the Duo ID link button requirement, the starting templates, and how to preview and test-send before saving. Both pages include screenshots of the editor.

AI Assistant (MCP) Documentation

· 2 min read
Marius Nergård
Product owner Breeze @ Sotera

AI Assistant (MCP) Documentation - August 7, 2026​

The MCP connection guide is no longer written as a Claude-only feature. It now covers connecting any MCP-compatible assistant, and it has moved to a new address. The security pages and the Tenant settings guide describe the Domain- and Tenant-level switches that decide whether assistant connections are allowed at all.