Document 24.9 Release Notes

VIDEO | 24.9 Release Overview

This is a preview of the upcoming release. General release is available starting 10-OCT-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. Read 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 need to be created as a new document, unless it is for a single document in an envelope.
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.

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

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

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

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.
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

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.

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.
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

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

Checklists

Dependent fields – The Checklist builder now supports dependent fields.
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

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.
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

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.
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. Read 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.

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