Document 23.4 Release Notes

• PDF Viewer

  • Compare files – You can now compare a file in the PDF Viewer to a revision without returning to the Documents register. When you have a file open in the PDF viewer, you can now select a previous document revision for comparison. Read more

    Previously, when you were viewing a file and wanted to compare it to a previous revision, you would have to go back to the register to open the compare function. Now, when you have a PDF file open in the viewer, you can select a previous revision from the Compare drop-down menu to open the compare function.

    

  • Highlight annotations – You can now click an annotation in a document in the PDF viewer, and it is highlighted in the Comments & Annotations slide-out panel, so you can quickly see the applicable comments.

• Submittals

  • Create a set as a new document – You can now create a new PDF and export it in a single action, so you do not have to create the PDF and then upload it as a document. Read more

    The option PDF (Complete) – New document has been added to the Export drop-down menu.

    

    When selected, you are prompted to select which documents to include based on status, and then Document creates a PDF of the selected set.

    

    When the document is created, the New document Detail page opens. The set ID populates the Document No. field, and the title of the Set populates the Title field. You then enter the rest of the detail information, and then save the document.

    

    After the document is saved, it is automatically linked to the set and is shown on the Links tab for the set.

  • Transmit set as a combined linked document – You can transmit a submittal set as a combined linked document. Read more

    The Combined link document option has been added to the Transmit set menu.

    

    When a combined link document already exists for the set, the Transmit Details page opens with the linked document already selected. When a combined linked document does not exist for the set, Document prompts you to create it.

    

    You can then follow the steps to create a linked document.

    When a due date is assigned to the submittal set, Document uses that date to populate the Respond by date in the transmittal details.

  • Add or delete submittals in a set – You can now add or delete submittals in a set, so you can change the submittals after the set has been created. Previously, you would have to know all the submittals in the set when you created it and could not modify it later. Read more

    Now, when you go to the Submittals tab in the set, you can use the Add or Delete icons to add or delete submittals from a set. When you add a submittal a dialog box opens, and then you can search for a submittal and add it to the set.

    

  • Open the Review or Release register from a Submittal – You can now access the Review or Release register directly from the Submittals Deliverables or Documents page. Read more

    When a document on the submittal Documents or Deliverables page (depending on whether deliverables are disabled for the project) has a review status of Awaiting Review/Release, you can now go to the Review or Release register without exiting Submittals.

    To go to the Review or Release register, expand the Actions menu, and then select Review documents or Release documents.

    

    The Review or Release register opens with a filtered view that shows the documents in your review or release queue, so you do not have to search for them.

• Documents

  • Update review coordinator in bulk – You can now replace the review coordinator for multiple documents in a single action instead of replacing them individually. Read more

    You can now select multiple documents from the documents Workflow page (Documents > Manage Workflow) and then select Replace review coordinator from the Actions menu. The Replace Review Coordinator dialog box opens.

    

    You can then select whether a user or role is the review coordinator along with the document review coordinator contact or role.

  • Manually run hyperlink batching – You can now manually link documents that might have missed reference hyperlinking when the document was uploaded. Read more

    Previously, if a document had references that were not hyperlinked, the references could not be added later. Now, you can run the hyperlinking process manually to ensure all references in a document are hyperlinked.

    To run the hyperlinking process, select one or more documents in the Documents register, and then select Bulk link PDFs from the Actions menu. A notification shows that the request has been submitted successfully. The document hyperlinking process runs in the background.

  • Expired downloads – The download queue now shows when an item in the queue expires. Previously, you would have to click on the files to see if they have expired. Read more

    Now, a yellow exclamation point shows in the Download column on the Manage download queues page to indicate the download has expired.

    

    If a download has expired, you cannot download the documents to your workstation, and the documents must be downloaded to the queue again.

• 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

    When you add a user to a lot type (Actions > Manage lot types) and then click Save, Document now asks if you want to update lot security for already created lots. If you click Yes, the user is given access to all existing and new lots of that type. If you click No, the user is given access to only new lots created of that lot type.

    

• Administration

  • Define naming convention for downloaded files – You can now configure the naming convention for files that are downloaded. The naming convention is applied to the documents in the zip file that is downloaded. The option to configure the naming conventions is in the project settings. Read more

    The Autonumbering tab in Project settings has been changed to the Project Configuration tab. The Project area drop-down menu has been added, so you can switch between autonumbering and download file name conventions.

    

    When Download file name is selected as the project area, you can choose to maintain the original file name or to set up a file name format. To set up a file name format, click the Add icon. The Define Download File Name dialog box opens. You can then select the fields, such as File name or Discipline, and the static characters to use as the download file name.

    

    The autonumbering features are in the Auto numbering project area.

  • Configuration tables Select all – You can now click Select all items at the bottom of the Configuration tables page (Settings >Admin > Configuration tables) to select all items in a configuration table. Read more

    

    You can use the selection check box at the top of the grid to select the first 100 items.

  • Carry forward submittal references – You can now specify whether Document can carry forward a submittal reference when creating new versions of a document outside of the submittal. Read more

    The Document project settings has a new check box, Carry forward link to submittal when revised via document register.

    

    When the check box is selected, and you revise a document from the Document register, the document shows as revised in any submittal that includes the document.

• Bluebeam integration

  • Inactive session notification – Document now sends a notification when a Bluebeam Studio session is approaching 90 days of inactivity. The notification gives you time to take action, so the documents are not removed from the session. Read more

    The notification includes information about the session, the creation date, how many days it has until it goes 90 days without activity, and the reviewers in the session.

    

• Dashboard

  • Workflow and My statistics enhancements – You can now filter and drill down on the To review line of the Workflow and My statistics tiles on the document dashboard. Read more

    You can now expand the To review line of the Workflow and My statistics tiles to see how many reviews assigned to you are optional, mandatory, or either.

    

Document_Release_Notes_23.4_Enhanced_UI.pdf