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In this release, no features were added, but technical improvements were made in the background to enhance your experience in Document.
Updated 25-OCT-2023
Getting started
Enforce two-factor authentication at the company and project levels – You can now configure two-factor authentication as a project or company setting instead of having individuals opt in or having InEight customize your environment. Read more
In this release, no features were added, but technical improvements were made in the background to enhance your experience in Document.
Lots
Update lot access in bulk – You can now update the security for multiple lots in bulk. When managing a lot type and you add a new user to a lot type, Document now lets you update the access to all lots of that type. Read more
In this release, no features were added, but technical improvements were made in the background to enhance your experience in Document.
In this release, no features were added, but technical improvements were made in the background to enhance your experience in Document.
Address book
Global address book status - You can now verify the global address book status of a contact or company in the address book, and then relink it. Sometimes updating an entry in the Address book in a project can break the global address book link. Now, if the contact or company link is broken in the global address book, you can fix it. Read more
Administration
Manage users in document rules in bulk – You can now add, remove, or replace users in document rules and free-form review teams in bulk. Read more
Address book
Manage users in free-form review teams in bulk – You can now add, remove, or replace users in free-form review teams in bulk in the contacts address book. Read more
In this release, no features were added, but technical improvements were made in the background to enhance your experience in Document.
Documents
Change private comments to public – Review coordinators and administrators can now change private comments to public after the document has been released. Previously, you had to choose which comments to publish with the document but would then have to open a ticket with InEight to change unpublished private comments to public. Read more
Forms
Ability to remove workflows – You can now remove a workflow from a form. Previously, you had to contact your InEight representative to remove a workflow. Read more
Forms
For info users on Issued notification – For info users now receive the Form Issued notification when a form is issued.
Packages
Download documents from multiple packages – You can now download all documents from multiple packages at one time.
Lots
Status distribution – Document can now notify users when a lot is in a specific status. Previously the only way to find out the status was in a report. Read more
Disable file attachments by mail type – A new security group option lets you enable or disable file attachments per mail type by security group. Read more
Administration:
History tracking – There is now a full audit trail to track the changes made to the Configuration tables, Manage user access, Manage admins, and Project setting areas, similar to other areas in Document. Read more
Holding area:
Updates to reason for rejection –To better define and report on rejections, this enhancement lets you track the reason for rejection as a configuration table and make it available as a field in the register. Read more
Administration:
Company history – There is now a complete history log for the Company register. A full audit log captures any newly created companies, modifications, deletions, and other functions, and is available from the toolbar menu. Read more
Contact Tag field – Tags are now available for use in the contact page. The tag field provides the same functionality that is used in the Gallery module. Read more
Contact groups tab – In the contact page, a new tab has been added to show the contact groups the user belongs to. This tab also lets you easily manage contact groups. Read more
Document rule history – There is now a complete history log for the project Document rules. A full audit log captures any newly created rules, modifications, deletions, and other functions, and is available from the toolbar menu. Read more
Documents:
Latest Transmittal No. field – A new Latest Transmittal No. field is available in the Document register. This field provides visibility into the latest transmittal the Document has been sent on. It only shows items based on the access of the logged-in user. Read more
Manage QR codes – An option has been implemented to manually manage the QR stamp for Documents from the register. Read more
XL Upload:
Add and split files – You can split single PDFs into separate pages and upload them as individual documents in XL Upload. Read more
Inactive user message – When an inactive user is part of a Forms workflow, the system alerts you to remove or replace the inactive user from the workflow.
Form reactivation settings – A project setting has been added to control whether admins or initiators can reactivate lots. An additional security group setting has also been added to control whether users can reactivate forms. Read more.
Workflow changes to forms in review – This feature adds an option to push recent workflow changes to forms that are in progress. Previously, changes to workflows only applied to newly created forms. Read more.
Text input – The same text input functionality that is available in the Mail module is also included in Forms.
Delegate user assignment – Project administrators can now specify who can add users to a security group.
Remove inactive users – Document now removes inactive users from assigned roles.
Conflicts warning message – If a Distribution rule is created that conflicts with defined Restricted Document Access rules, a warning message is shown.
Prevent Restricted Document attachments – An option has been added to prevent restricted documents from being attached to Forms and Mail.
Restricted document access – You must belong to all defined restricted access rules that a document meets to have access. Previously, if a document met the criteria of multiple restricted document access rules, you were only required to belong to one of the rules, regardless of meeting all the defined standards.
Change details for superseded revisions – A new project setting lets you change Document details for superseded revisions instead of only the latest or all revisions. Read more.
TLS 1.0/1.1 support discontinued – Beginning 31 December 2020, Document servers will not support TLS 1.0 or 1.1 and will only support versions 1.2 or above. Most web users are not impacted by this, but if you use XL-Upload, Outlook integration, or Document mobile, ensure you update to the latest version before this date. If you use Document API with any custom applications, ensure those applications communicate with the server using TLS 1.2 or above.
SSO configuration – A new tab in company details lets you define SSO information, instead of requesting InEight’s technical team configure SSO for you. Read more.
Checklist signature field – A new signature control field allows signatures on the mobile app. This feature helps you meet the demand for signatures for project checklists. Read more.
Okta and PingID support – Single sign-on is now supported for organizations using Okta and PingID applications.
Delegate ability to manage roles – You can now add or edit roles in security group options to avoid making additional user administrators. Read more.
Personal folders – You can now create personal folders for your viewing only. Public folders have been relabeled as project and private folders have been relabeled as company. Previously, folders could only be created at the company or project levels and were labeled as private or public. Read more.
Update review teams for in-progress workflows – This feature applies saved changes to any reviews that are currently in progress. Previously, there was room for human error or reviews being missed when each in-progress review must be managed. Read more.
Rule enhancements – You no longer have to populate all fields in rules, and you can select multiple values for a single field, which lets you fill out only what is necessary and avoid creating additional rules. Previously, when multiple fields were available in document rules, they all had to be filled out, and were limited to selecting one value per field. Read more.
Prevent SSO-enabled users from standard login – A project setting has been added to prevent registered SSO users from logging in with standard Document credentials. This helps enforce company security policies on the project. Read more.
Trigger workflow based on rules – This feature allows defined values to trigger the correct review team on a form, so the team is not required to select the appropriate form distribution, eliminating human error. There can be many different review teams on a project based on associated form data, requiring the initiator to know and select the correct review team each time. Read more.
Improved history tracking – This improvement lets you export a PDF of a form at any stage of the workflow that also includes attachments available at that time. Previously, the history tab collected all actions against the form, but it could be difficult to follow and find relevant information, which is important when archiving or handling legal disputes. Read more.
Generate link to current register or details – You can now generate a hyperlink to the current register or the lot details in the Lots module. When you follow the link to the register, the appropriate filters and columns are included. Read more.
Field Options – The ability to enforce value types on text fields such as numeric or alpha characters and a time entry field is now available within Checklists. Read more.
Bluebeam Revu integration Chrome compatibility – The ability to open PDF files directly in Bluebeam Revu to edit them with Google Chrome is now available. It could previously only be leveraged with Internet Explorer. Read more.
Role-based security in Forms – The ability to leverage roles within Form review teams streamlines the process to add and remove users in assigned workflows and review teams. Project teams no longer have to search the system to make updates and can simply update the group as required. Read more.
Lock form initiator section – This new setting lets project teams lock the initiator section down when not in the initiator step. This section of a form could previously be modified at any step of the workflow, which created a risk that information could be modified after it had been approved. Read more.
Form comment Closed-out status field - This field provides the necessary visibility to those involved in a form to help understand what truly closed versus what is outstanding. Not having a Closed-out status field against the comment section in the form made it difficult to know if it had been actioned or completed, which caused issues with visibility of form comments and inefficiency. Read more.
Automatically update deliverable line item – You are able to automate deliverable changes, which can affect statistics as associated documents are delivered and processed in the holding area. This enhancement reduced the steps necessary to update each line item. Read more.
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information