New Save on Send feature in WorkZone 365 and required steps when upgrading from earlier WorkZone 365 versions to 2026.1

New Save on Send feature in WorkZone 365 (only supported with Exchange Online) allows your users to automatically save their sent emails in WorkZone and mark them with the Saved in WorkZone category. The MailManifest.xml manifest file has been updated to include a new menu item in the Compose view. Depending on where your organization's mailboxes are located (in Exchange Online or in Exchange SE), you might need to complete additional steps, when upgrading from an earlier WorkZone 365 version to 2026.1. See Save on Send feature and required steps when upgrading from earlier versions of WorkZone 365.

Updated guidelines for installing and configuring WorkZone SharePoint.

For instructions on how to install and configure WorkZone SharePoint, see Install and configure WorkZone SharePoint.

ADReader: New configuration file setting: workZoneInstance

The previous command line parameter dbName has been removed. The corresponding setting is now configured with the new workZoneInstance parameter. See Pre-configure with the wizard

Support of AD replication to WorkZone on air-gapped environments

WorkZone now supports replication of Active Directories on air-gapped environments. See Replicate WorkZone users and access codes from a local AD to WorkZone.

Updated setting options in the AD Connector wizard

You can now specify a configuration for WorkZone OData URL and NTLM/Entra ID in the configuration wizard for the AD Reader. The Wizard now also displays the product version number.

Updated guidelines for configuring automatic provisioning for the enterprise WorkZone application

For instructions on how to provision the group description from Entra ID to WorkZone, see 4. Configure automatic provisioning for the enterprise application.

Updated guidelines for configuring automatic provisioning for the enterprise WorkZone application

For instructions on how to provision the group description from Entra ID to WorkZone, see 4. Configure automatic provisioning for the enterprise application.

New WorkZone for Office registry key for handling redirection templates

A new HideRedirectionTemplate registry key is available for WorkZone for Office Windows Registry. It defines how WorkZone for Office will handle the redirection templates when new documents are created from WorkZone Client.

See Registry keys.

ServerScan Directory Watcher Service

The new KMDServerScan Directory Watcher Service is a Windows service that uploads scanned documents and their metadata to cases in WorkZone.

See Install and configure ServerScan Directory Watcher Service.

New behavior of guest user naming

When you create a guest user based on an e-mail address that is not of your organization's primary domain, the generated user name of the guest user will be suffixed with a running number. This behavior is introduced to ensure that all users have unique user names. It is generally recommended that you name your internal users uniquely, also across subdomains. Read more and see an example in Add guest users.

Updated configuration guidelines for registering the WorkZone app in Azure

For instructions on how to register WorkZone app in Azure, see Register WorkZone apps in Azure and Create a WorkZone Enterprise application.

If you plan to use WorkZone 365 with Exchange Online, you will need to add API permissions to your WorkZone app registration. See Register WorkZone apps in Azure.

New WorkZone for Office registry key for handling redirection templates

A new HideRedirectionTemplate registry key is available for WorkZone for Office Windows Registry. It defines how WorkZone for Office will handle the redirection templates when new documents are created from WorkZone Client.

See Registry keys.

ServerScan Directory Watcher Service

The new KMD ServerScan Directory Watcher Service is a Windows service that uploads scanned documents and their metadata to cases in WorkZone.

See Install and configure ServerScan Directory Watcher Service.

New behavior of guest user naming

When you create a guest user based on an e-mail address that is not of your organization's primary domain, the generated user name of the guest user will be suffixed with a running number. This behavior is introduced to ensure that all users have unique user names. It is generally recommended that you name your internal users uniquely, also across subdomains. Read more and see an example in Add guest users.

Updated configuration guidelines for WorkZone 365 add-ins

If your organization will use WorkZone 365 with shared mailboxes on the Microsoft Exchange Server 2019, you must set custom account to your WorkZone 365 application pool in the Internet Information Services (IIS). See Set custom account in WorkZone 365 application pool.

Updated configuration guidelines for WorkZone 365 add-ins

• To use WorkZone 365 add-ins, you will need to download and adjust relevant manifest files. See Deploy and configure WorkZone 365.
• For instructions on how to install and update WorkZone 365 add-ins, see Deploy and configure WorkZone 365 and Update existing WorkZone 365 add-ins.
• If your organization will use WorkZone 365 with shared mailboxes on the Microsoft Exchange Server 2019, you must add an impersonation permission to your Exchange server first. See Using WorkZone 365 with shared mailboxes on Exchange Server SE.

Add process packages

You can now add customized process packages using in WorkZone Configurator.

Note that existing command line Package Loader tool is not supported in a cloud installation.

See Activate and load process packages.