Document 24.9 Release Notes
General release is available starting 10-OCT-2024.
Updated 07-NOV-2024
Web Release Notes
Documents
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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. Read more
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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.
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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. Read more
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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. Read more
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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.
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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. Read more
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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. Read more
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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. Read more
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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
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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.
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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. Read more
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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
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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.
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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
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Dependent fields – The Checklist builder now supports dependent fields. For more information about checklist fields, see Adding Items to a Section.
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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. Read more
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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. Read more
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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
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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. Read more
Reports
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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
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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.