Document 23.6 Release Notes
Updated 12-JUL-2023
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Registers
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Pagination added to registers – You can now change the view of a register from a detailed view, which offers infinite scrolling, to a simple view, which offers pagination. Read more
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Documents
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Group workflow documents by tag number – Document workflow now supports tags. Tags can be generated automatically or applied manually. You can use the tag number to filter and search the Review or Release register for documents going through workflow at the same time. The generated tags can be helpful when there is no commonality in the workflow documents. Read more
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PDF Viewer
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Publish text box annotations to comments – When you use the text box annotation in a PDF, the text is now shown in the annotation pane instead of the reference Refer to PDF file. Read more
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Prompt to save markups – Document now prompts you to save after you make markups and change tabs.
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Administration
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Change of administrator prompt – When you change the administrator company for a project, you can now transfer the ownership of the existing security groups to the new administrating company. The Manage Administrator dialog gives you the option to transfer ownership of the existing security groups to the new administrating company.
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Make values in configuration tables inactive in bulk – You can now make multiple values in a configuration table inactive in a single action. Previously you had to open each value and deactivate them. Read more
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Review and release
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Review and Release area tags – The Tags column has been added to the Review and Release registers. You can now use tags to organize and search for documents in the Review and Release pages.
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Contacts
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New Roles tab – The Roles tab has been added to Contacts, so you can see the roles that the contact belongs to. To access the Roles tab, click a contact to open the Details page, and then click the Roles tab.
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Forms
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Add existing fields to new forms in Form builder – You can now use existing fields from other forms when you build a new form. Read more
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Minimize attachments section of a form – The Attachments section in a form is now collapsible, letting you see more of the form when you have many attachments. Read more
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Autonumbering validation – You can no longer delete a field from the form builder if it is part of an autonumbering scheme.
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Lots
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Link to revisions – When revisions against a lot are updated, there is now an indicator showing that there are updated documents. Also, a simplified process for updating against the lot has been added. Read more
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Add roles to Lots security – You can now configure lot type security for roles to give you more options when giving access to lot types. Read more
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Submittals
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Issued-to company link from Document register – Users at the issued-to company can now link to a document that is in the Document register. Read more
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Submittals self-perform mode – You can now self-perform submittal tasks on draft submittals for internal teams or on behalf of a subcontractor. Self-perform mode lets the managing company move the submittal out of draft state and close out without having to issue the submittal. Read more
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Mail
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Control mandatory fields by mail type – You can now control mandatory fields by mail type to provide flexibility when requiring fields. Previously, mandatory fields were mandatory for all mail types. Read more
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Global address book
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Visibility of linked projects – A new report that shows all projects that a contact belongs to has been added to the reports. The Global Address Book Details report has now been added to the Address book. You must run the report on a project.
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Vendor data
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Add Contract Manager and Resubmittal turnaround time fields to search – The Contract Manager and Resubmittal turnaround time fields have been added to the search filters on the Vendor Data register.
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Gallery
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Gallery folders – Standard folders have been added to the Gallery. Folders let you store images so that they are easily accessed using the left side navigation.
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