Document 23.12 Release Notes

Documents

Identify parallel reviewers – If you save a form when one or more other users are working at the same time, Document now shows a message warning that other users have made changes. Read more

When a form is left open and other users have made changes prior to anyone saving it, a list of changes is shown. You can then choose to overwrite the changes with your own or accept the updates other users have made to the form.

For information about saving changes when other users are working simultaneously in a nonworkflown form, see Non-Workflow Form. For information about saving changes when other users are working simultaneously in a workflow form, see Workflow Form.
New export fields – You can now include the comments attachments, form review status, and form history when you export a form as a complete PDF. Read more

The Select files to download dialog box has been updated with the Comment attachments, Form review status, and Form history check boxes.

For information about exporting forms, see Exporting forms.
Provide bulk access to forms – When granting access to forms in bulk, if the form contains restricted sections, you are now prompted to grant access to these sections. For information about bulk access, see Providing Bulk Form Access.
Improved role management – External contacts can now be added to a role, so you do not have to add a user, and then add the user to the role. External contacts are now recognized in roles.

Add defects to a lot – When you add items to a lot, you can now select Defects from the Search criteria drop-down list.

Session time-out redirection – When you use single sign-on (SSO) to sign in to Document, you are now redirected to the SSO URL when the session times out.
Sign-in for SSO – To assist projects using SSO, hyperlinks have been updated to direct you to the SSO sign-in pages. The sign-in pages have also been updated to accommodate projects with multiple companies that use SSO.

Filter by Revised documents or Addendum – You can now filter the Packages register using the Revised documents or Addendum columns. The Revised documents and Addendums Available columns can be filtered from the register.

Activating Office integration – When activating Office integration, you are now forced to sign in a second time to limit the risk of using a personal Office 365 account. For information about activating Office 365 integration, see Activate Microsoft Office review integration.
Limit the activation for companies – Only the company administrator from non-host companies can activate Office integration. For information about activating Office 365 integration, see Activate Microsoft Office review integration.
Account validation – A validation is now provided to ensure that the account used for activation is not the same as the account the administrator uses for work. For information about activating Office 365 integration, see Activate Microsoft Office review integration.

Password requirements – Password requirements have been updated and communicated to all projects.
Password expiration – The password expiration on projects is set to default to six months (183 days) to meet security best practices. For information about passwords, see Changing Your Password.