Document 24.7 Release Notes

VIDEO | 24.7 Release Overview

This is a preview of the upcoming release. General release is available starting 08-AUG-2024.

Web Release Notes

Documents

  • Enhanced navigation and search in folder export – The Document register export now includes an interactive interface that lets you navigate to files, search for files, and filter files based on metadata. ClosedRead more

    An HTML interface (index.html) has been added to the folder extract. When you open the index, a folder structure and a grid are shown.

    The grid shows the files in a folder along with document metadata. You can use the folder structure in the left navigation pane to go to a folder, or you can use the search feature and filter by metadata to help you locate what you are looking for. You can then click the link in the View Files column to open the file. For more information about the HTML interface, see Export folders.

  • eSignature parallel sequence signees – You can now have multiple signees in the same position in the signing order. The signees at the next step receive notification after all the signees at the previous step have signed. For more information, see Send a document for eSignature.

  • Manage columns in Holding area – You can now manage columns on the Document processing page in the Document Holding area. You can now drag and drop columns in the grid. The columns remain in the new arrangement after closing and reopening the Holding area document processing page. For more information about the Holding area, see Processing Vendor Documents.

  • Carry forward bulk upload view files – When you upload documents in bulk, you can now specify whether to carry forward files when the status is changed. ClosedRead more

    The Carry forward view files from the previous status check box has been added to the Bulk upload dialog box for each document.

    When the check box is selected, Document carries forward the same file when the status is changed. Existing files are not carried over if a new file has been attached to the document. For more information about bulk uploads, see Uploading Documents in Bulk.

  • Bluebeam Studio Session support for digitally signed files – Previously, if the PDF file was digitally signed, it could not be sent for Bluebeam Studio Session review. Now, if required, a project option can be activated upon request to automatically flatten the PDF, and then send it for Bluebeam Studio Session review. To request this feature, contact your InEight representative. For more information about reviewing documents, see Reviewing Documents in Bluebeam Studio.

  • Microsoft Office integration retain access for reviewers – Previous reviewers and the review coordinator now retain access to a document following the completion of their MS Office review. For more information about Microsoft Office reviews, see Review a document in Microsoft Office.

PDF Viewer

  • User data in stamps – User data, such as username and date, are now shown in the dynamic stamps in the PDF viewer. Previously, generic text was shown. For more information about stamps and other markup tools, see View PDFs with PDF viewer.

  • Publish Text in markups to the Comments tab – Text added to any markup, including notes and shapes, now shows in the PDF viewer Comments tab. Previously, the comments referred you to the PDF. For information about the Comments tab, see View PDFs with PDF viewer.

  • Typewriter annotation in PDF viewer – The Typewriter annotation has been added to the PDF viewer. This markup lets you enter text without a text box. ClosedRead more

    To use the Typewriter annotation, click the Typewriter icon in the Markup toolbar. You can then start typing in your document. The text shows without a text box.

    The text shows in the Comments & Annotations panel as comments. For information about markup tools, see View PDFs with PDF viewer.

  • PDF viewer Next and Previous buttons in top toolbar – The Previous Document and Next Document buttons have been moved into the top toolbar, so they are easily available. These buttons are also now available in the viewer on the Manage workflow, Review, and Release registers. ClosedRead more

  • Table of Contents in Manage workflow, Review, and Release registers – The table of contents has been made available in the left pane of the Manage workflow, Review, and Release registers and functions the same as the document register, where the current list of documents is available in the list.

  • Slide-out panel added for font and line style updates – The font and line style tools are now in an easily accessible slide-out panel, so you can quickly access the formatting tools. ClosedRead more

    When you click an annotation, such as a shape or text, a slide-out panel with the formatting tools opens.

    For information about formatting markups, see View PDFs with PDF viewer.

    This panel remains visible while you are formatting. You can then click the Apply button to apply the formats and close the panel.

Administration

  • Public and private redlines and comments on restrained documents – You can now configure whether any user or reviewer can comment or redline documents while the documents are in review. New Document project settings let you control whether comments and redlines can be added to review documents and who can add them. ClosedRead more

    The Document project setting Enable redlining on restrained documents (Project settings > Document > Comment) has been adjusted to Enable redlining and comments on restrained documents. Public and Review options have been added, so you can specify who can comment.

    When the setting Enable redlining and comments on restrained documents setting is selected, you can choose whether users with document access or only reviewers can make annotations or comments. When the Public option is selected, comments and redlines can be made by any user with access to the document while it is in review. When the Review option is selected, only users involved in the document review can comment.

    For more information about comment document settings, see Comment Document Settings.

  • Communication matrix for eSignatures, forms and packages – The Forms and Packages modules are now included in the communication matrix. You can use the communication matrix to control to which companies, a specified company, can send eSignature documents, forms, and packages. For more information, see Manage the communication matrix.

  • Control access of forms on personal or company levels – The user access for forms (Admin > Manage user Access > Forms) can now be specified on a personal, department or company level for each form type. ClosedRead more

    The Visibility column has been added to the Form security. You can set the form access for a security group to Personal, Department, or Company at a form type level.

    For more information about accessing user security settings for forms, see Accessing User Security Settings.

Forms

  • Duplicate a form as a new revision – You can now duplicate a form as a new revision from the Details page. Previously, you could duplicate a form only as a new form. Now, the Duplicate action in the Actions menu has options for New Revision and New Form. For more information, see Duplicating Forms.

  • Submittals section – Forms now have the option to add a Submittals section. Any linked submittals added are shown, and the status can be managed by users with applicable access. ClosedRead more

    The new Submittals section can be added to forms by request. To link a submittal, click the Add icon in the Submittals section, and then select from a list of submittals. The selected submittals show in the Submittals section. The links to the submittals show in the Links tab.

    If you have the applicable access, you can also manage the submittal status from the form by selecting a status from the Status column drop-down list.

    To request the Submittals section in forms, contact your InEight representative.

Submittals

  • Activate self-perform mode in bulk – The Activate self performing mode toggle has been added to the top of the Change Submittal details page (Actions > Admin > Change submittal details), so you can enable or disable self-perform mode for multiple submittals that are in the Draft state. ClosedRead more

    For information about updating submittals in bulk, see Create submittals.

  • Create form from submittals – You can now create forms from either the submittal Details page or the submittal register. Forms created from the register can be linked to multiple submittals. Forms created from the submittal details are automatically linked. ClosedRead more

    The Create a form button has been added to the Submittals Details page. To create a form from the submittal, click the Create a Form button, and then select the form type. After the form is saved, it is automatically linked to the submittal.

    The Create a form option has been added to the Actions menu on the Submittals register. To create a form from the register, select one or more submittals, expand the Actions menu, and then click Create a form. You can then select the form type. The form is created, and the form is linked in each of the submittals.

    For more information, see Create a form from a submittal.

Check lists

  • Assign checklists to roles – You can now issue a checklist to a role instead of to an individual user or contact group to give you more flexibility when assigning checklists. You can also define a role as a verifier. ClosedRead more

    The Roles option has been added to the Select recipients dialog box for the For action.

    The Verified by field has been added to the Verification section of checklists. This field lets you indicate whether a specific user or users in a role can verify the checklist.

    When Roles is selected, the Role field shows, and you can select the applicable role. When All users is selected, you can select the user company and user name. For information about assigning roles to checklists, see Starting a New Checklist.

  • Checklist builder rich text – The checklist builder now supports rich text in the field details, so you can format field text or add links. ClosedRead more

    The Type of text format field has been added to the Field details – Text area configuration table, where you can choose between Rich text and Plain text.

    For more information, see Adding Items to a Section.

Dashboard

  • New transmittal statistics – The Received with an acknowledgement pending, Received with a response outstanding, and Total responded statistics have been added to the Transmittals widget tile.

Reports

  • Document register by file name report – The 04.250 Document register by file name report has been added. The report includes the standard document report data with an additional column for the file name. For more information, see Document Register Reports .

API

  • List canceled mail or transmittals through an API – You can now use APIs to list canceled mail or transmittals items.

  • Forms and packages support in communication matrix updates – The Forms and Packages APIs now support the communication matrix .

  • Document comments close-out – You can now close out Document comments using the API.

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