Document 24.9 Release Notes

VIDEO | 24.9 Release Overview

General release is available starting 10-OCT-2024.

Updated 07-NOV-2024

Web Release Notes

Documents

  • Send multiple documents for eSignature in a single envelope – You can now include multiple documents in a single eSignature envelope, so you can avoid the expense of multiple envelopes. Previously, you could only select one document for an eSignature envelope. ClosedRead more

    Now, you can select multiple documents from the Documents register, and then select Actions > Send for signature. After receiving the envelope, the signees can sign each document.

    With this change, History documents are created as new documents for each document in the envelope. For more information, see Send a document for eSignature.

  • Holding area history follows the document – After a document is processed from the Holding area, the document history from the Holding area now shows for the document in the Document register. For information, see Processing Vendor Documents.

  • Last Received Transmittal columns added to Document registers – New columns have been added to the Document register, so you can easily view last received transmittal information and details. ClosedRead more

    The following columns are available in the column manager:

    Last Received Transmittal No

    Last Received Transmittal Reason

    Last Received Transmittal Respond By Message

    Last Received Transmittal Respond by Date

    Last Received Transmittal Sender

    Last Received Transmittal Sender Company

    Last Received Transmittal Subject

    Latest Transmittal No

    For more information about the document register, see Using the Documents Register.

  • Viewer autosave function – You can now specify whether the PDF viewer automatically saves annotations as they are added to a document, so you do not have to save it manually. ClosedRead more

    The new project setting, Settings > Project settings > Document > Comment > Automatically save document markups lets you specify whether annotations are automatically saved when using the PDF viewer. For more information, see Comment Document Settings

  • Filter on data in linked items – You can now filter annotations based on the data of linked items, such as mail, transmittals or forms. The Module column has been added to the File and sort panel for annotations in the PDF viewer, so you can select the module to use as a filter. For more information, see View PDFs with PDF viewer.

  • Manage columns on the Comments tab – You can now manage the columns in the Comments tab of a document, so you can select the columns shown and their order. ClosedRead more

    To manage columns on the documents tab, expand the Actions menu, select Views, and then select Manage columns. The Manage columns dialog box opens, where you can manage the columns for an existing Comments tab view or create a new view.

    For information, see View PDFs with PDF viewer.

  • Close out comments in bulk – Review coordinators can now mark all review comments as closed out with a single check box. Previously, you had to mark each comment as closed out. ClosedRead more

    In the Review comments dialog box accessed from the Release page, a check box has been added to the Closed Out column header. You can select the check box to mark all comments.

    For more information, see Document Review Approval/Release.

  • Roles in reviews and workflows – You can now delegate a review to a role instead of to an individual user to give you more flexibility when delegating reviews. You can also remove or replace roles when managing workflow. ClosedRead more

    The Roles option has been added to the Delegate review dialog box. When you select the Roles option, you can then select the applicable role.

    When you manage workflows from the Manage workflows register, roles now show in the selection list for removing or replacing reviewers.

    For more information, see Delegate Review.

  • Copy and paste markups – You can now use the Ctrl-C and Ctrl-V keyboard shortcuts to copy and paste a markup. Copy and paste is supported in the same file or across files. For information, see View PDFs with PDF viewer.

Administration

  • Communication matrix for checklists – The Checklist module is now included in the communication matrix. You can use the communication matrix to control to which companies a specified company can send checklists. For more information, see Manage the communication matrix.

  • Role history – The Edit role dialog box now includes a history tab, so you can see changes made to a role that include when the role was added or deleted and edits to the role. Only events after the date of upgrade are shown in the History tab. ClosedRead more

    The History tab shows the date, event type, the name of the person who made the change, and a link to additional details.

    For more information about the viewing the role history, see Create roles.

  • Project Administration information from API – You can now collect the project administrator information from project settings through a call to the Admin API. Previously, the only way to get this information was by entering it in the Project settings > Miscellaneous tab. For information about using API calls, contact your InEight representative.

Forms

  • Lot number on Forms register – The Lot number column has been added to the Forms register, so you can filter the register and see associated lot numbers. The Lot number field is populated automatically. See Understanding Forms for information about the forms register.

  • Navigation assistance when opening forms – Document now provides navigation assistance when opening forms by going directly to the current step where applicable. This assistance is only applicable when the form is a workflow form or in non-workflow forms when the user opening the form is defined only for a specific step. For information about opening in non-workflow forms, see Non-Workflow Form. For information about opening workflow forms, see Workflow Form.

Checklists

  • Dependent fields – The Checklist builder now supports dependent fields. For more information about checklist fields, see Adding Items to a Section.

  • Hide duplicate items – When there are multiple recipients for a checklist, you can now hide duplicates so only one instance shows in the Checklists register. ClosedRead more

    The Show/Hide Duplicate company checklists button has been added to the bottom of the Checklists register when you are in the Company view. Click the button to switch between showing and hiding the duplicates.

    For more information, see the new Checklist register topic.

  • Create a mail item from a checklist – The System Action response type in the Checklist builder has been updated to let you add a mail item from a checklist. Previously, you could only add forms as the System Action response type. ClosedRead more

    When the mail action response type is used, the checklist user can select the mail type from a drop-down list to complete the checklist. For information about the System action response type, see Adding Items to a Section.

  • Lot number on Checklists register – The Lot number column has been added to the Checklists register, so you can filter the register and see associated lot numbers. The Lot number field is populated automatically.

Gallery

  • Generate a hyperlink from the Gallery register – You can now generate a document hyperlink for a gallery item to send to another user. The link takes the recipient directly to the gallery item. ClosedRead more

    The option Generate gallery hyperlink has been added to the Actions menu on the Gallery register. To create a hyperlink, select a gallery image, and then go to Actions > Generate gallery hyperlink. A dialog box that contains the hyperlink opens.

    For more information, see the new Image hyperlinks topic.

Reports

  • Annotation text in Comment reports – Actual text from annotations now show in comment reports. Previously the reports referred you to the PDF.

Mobile Release Notes

Checklists

  • Mark up photo attachments – You can now use the mobile app to mark up photos that are uploaded as attachments to a checklist. Simple markup tools have been added to the Details page for the attached photo. The markup tools let you add text and draw lines or shapes.

Document_Release_Notes_24.9_Enhanced_UI.pdf