Document 24.11 Release Notes

This is a preview of the upcoming release. General release is available starting 03-DEC-2024.

Updated 13-DEC-2024

Web Release Notes

Documents

• New bulk upload tools – You can now copy and paste information or drag values in the Bulk upload dialog box to quickly populate metadata fields. These features work like the drag and copy and paste functions in a Microsoft Excel spreadsheet.

• Review type activation – You can now select the type of review at review initiation. This is helpful with Bluebeam or Microsoft Office reviews, so you do not miss activating the correct integration. Read more

  The Activate Review dialog box has been updated to include a list of the review types. If you have integrated with Bluebeam or Office, you can select the review type. If you have not integrated external reviews, the field defaults to Document.

  

• Associate a review ID and title to a document workflow – You can now assign a review ID and title to the document workflow to use for filtering or grouping documents in the Review register. Read more

  The Review ID and Review session name fields have been added to the Activate Review dialog box.

  

  Columns have also been added to the Review register for filtering and grouping.

• Activate Review dialog box custom workflow expansion – When you activate a custom review workflow from the Activate Review dialog box, the dialog box now expands to show the workflow options. Previously, a separate window opened for these options. Read more

  

• Reactivate a completed reviewer – When a reviewer has completed their review but then needs to go back to make additions or corrections, a review coordinator can now reactivate the reviewer. The review must still be in the same workflow step to reactivate the reviewer. Read more

  The Reactivate check box has been added to the Allocated contacts section of the Document review workflow dialog box. To reactivate a reviewer, select the check box in the row for the reviewer.

  

• Reply to markups – You can now reply to comments made in annotations in the PDF Viewer. The Add response icon now shows for markups in the Comments column of the document’s Comments tab as it does for regular comments. You can click the icon to respond to the comment in the annotation.

Administration

• Project visibility in folders – You can now specify whether to allow other companies to have the same view of the folder content as the company that created the folder. Access is limited to the items that the company can already access. Read more

  Now, when the setting Allow project folder’s content to be seen across companies (Project settings > Miscellaneous > Other) is selected, people working on the project can view the content in the folders created at the project level, regardless of whether they work for the company that created it.

• Inactivate contacts assigned to key processes – To assist the rapid off-boarding that is sometimes required on projects, you can now force the inactivation of a contact. This user remains in place on key processes and must be replaced or removed to ensure that these processes can be completed. Read more

  The Force user inactivation check box has been added to the dialog box shown when you try to make a contact inactive (Address book > Contacts >Actions > Make inactive) but cannot because the contact is a part of a key process, such as a project administrator or review coordinator. If you select the check box, the contact remains in the processes, but they must be replaced to be able to complete the processes.

  

• Contact group history – The Edit contact group dialog box now includes a History tab, so you can see changes made to a contact group. The history includes when the contact group was added or deleted and edits to the group. 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.

  

Forms

• Select sections and attachments for export – When you export a form, you can now select the sections and attachments to be included in the export file. The ability to select what is included in the export is helpful when you do not want the reader of the export to see certain sections or attachments. For example, if you do not want a client to see an internal section, you could clear the check box for that section. Read more

  The Select files to download dialog box that shows when you export a form has been updated to show all sections and attachments. You can select all sections or attachments, or you can select only the items that you want to include in the export.

  

Checklists

• Manage roles in Checklist types – Configuration of roles within the Checklist types configuration can now be done to align with the Checklist configuration provided within an opened checklist.

Lots

• Provide access to lot items – Companies can now see items that have been filed in the Lot, provided that that company has access to the item. This access gives you a unified view of the Lot contents.

Reports

• Report for submittals with placeholders – A new report (90.015) shows placeholders in submittals.

• Document Register reports Annotation type filter – Annotation Type has been added as a filter condition for reports to align with viewer functionality.

• Last modified date on Forms reports – The last modified date has been added to Forms reports to align with Forms registers.

Document home page

• Document home page style update – The Document home page styling has been updated to align with InEight’s refreshed branding. Read more

  Click the Login button in the upper right corner of the home page to go to the Login page where you enter your Document credentials.

  

Mobile Release Notes

Viewer

• Print from Viewer – The print icon has been added to the Viewer toolbar so you can now print drawings and documents from the mobile Viewer.

Checklists

• Confirm Yes, No, and N/A options in checklist – When you select the Yes, No, or N/A options in a checklist, the confirmation button now shows in the checklist. Previously, a separate dialog box opened for confirmation.

Document_Release_Notes_24.11_Enhanced_UI.pdf