Document 24.5 Release Notes

 

This is a preview of the upcoming release. General release is available starting 13-JUN-2024.

Web Release Notes

Administration

• Communication matrix – A communication matrix has been added to control who companies can talk to on the project. This enhancement is available for the Mail and Transmittals modules. Read more

  The communication matrix lets you restrict communication at the company level. Previously, the Restricted contacts feature was available, which only lets you restrict communication at the user level. Now, the communication matrix ensures that team members and subcontractors can only communicate with the necessary companies.

  The Communication matrix configuration has been added to the Administration module (Admin > Communication matrix). In the communication matrix, you can now select a company, and then indicate whether people in the company can communicate with all companies or selected companies.

  

  Using the communication matrix can save you time when new users join the company, so you do not have to add them to each contact’s communication list. For more information about the communication matrix, see the new topic Manage the communication matrix.

• Make Configuration tables values active in bulk – You can now select multiple values in the Configuration tables and make them active instead of activating them individually. To activate values, select them, expand the Actions menu, and then click Make active. For more information, see Accessing Configuration Tables.

Forms

• Export forms as a single PDF – You can now export forms in a single PDF that you can upload as a new document. Previously, you could only export forms as individual documents and upload as a zip file. Read more

  The options Export as single PDF and Export as Zip file have been added to the Select files to download dialog box. When Export as single PDF is selected, Document creates a single PDF of any files that can be converted to PDF and includes a reference for any that cannot.

  

  The PDF includes the review status, history, and snapshots form dates in the life of the form. A cover sheet that has links to all parts of the PDF is also included.

  

  If the PDF is over 25 MB, the file is exported and sent as a link to download.

  You can also indicate whether to upload the PDF file as a new document. The new Upload as new document check box lets you export the PDF with a cover sheet that includes links the form and any attachments in the PDF. For more information, see Export forms.

Defects module

• Link defects to drawings and documents via the Defects Drawings tab – When you create a defect, you can now go to the Drawings tab and link a document from the Documents register, so you do not create duplicate documents. Previously, you had to attach a document to the inspection list when you created the defect and download it to make any annotations. Read more

  The Link a document button has been added to the Drawings tab. When you create a new defect, you can go to the Drawings tab, and then click Link a document. The Document register opens, and you can select a document from the register. After the document is linked, the linked document is shown in the viewer in the Drawings tab.

  The New defect button has been added to the File viewer. When you are viewing a document, you can click New defect to pin a defect on the drawing.

  This is supported for PDFs only.

  For more information about linking drawings in the Defects module, see Log defects on the web application. For information about pin a defect on a drawing, see View PDFs with PDF viewer.

• Defect inspection hierarchy requirement reduction – The defect inspection list hierarchy now requires only one level. Previously, the inspection list required a three-level hierarchy. For more information about inspection lists, see Creating an Inspection List.

• Defect validation for all fields –The Defect field validation is now dependent on all fields, instead of the Defect field only. The new validation lets you create duplicate defects with the same values. For more information about inspection lists, see Creating an Inspection List.

Customizations

• Dynamic tables – Document now supports Address book fields in dynamic tables as a customization. You also can define column widths and text wrapping if needed.

Documents

• Access document history through an API – You can now access the information on the Document history tab with the new Document.ListDocumentHistory call.

Checklists

• Reactivate completed checklists – You can now reactivate a completed checklist. Reactivating a checklist lets you reopen a checklist that should not have been closed out. Read more

  If you need to reactivate a completed checklist, you can now select it, expand the Actions menu, and then select Reactivate checklist. The checklist is then reset to the Active state.

  The Reactivate Checklist security group has been added to the Checklist module security (Admin > Manage user access, Access type: Security, Module: Checklist) to control who can reactivate checklists. You can also configure whether people can reactivate personal checklists or company checklists. For more information about reactivating checklists, see Reactivate a completed checklist.

eSignature

• Adobe Sign support – eSignature support has been extended to support Adobe Sign. The new integration option is available to all projects with eSignatures enabled. For more information about Adobe Sign support, see eSignature support.

Tender portal

• Warnings on communication – Warnings are now provided if changes to security impact a tender package and potentially prevent tenderers and package owners from speaking. The warnings include proactive messaging in the tender portal and notifications to the package originator, so actions can be taken. For more information about tender packages, see .

Mobile Release Notes

Administration

• Communication matrix – The communication matrix implemented in the web application has been added to the mobile application. For more information about the communication matrix, see Manage the communication matrix.

Defects module

• Link defects to drawings and documents via the Defects Drawings tab –You can now link a document from the Documents register from the Drawings tab, as implemented in the web application.

• Defect validation for all fields –The Defect field validation is now dependent on all fields, instead of the Defect field only, as implemented in the web application. For information about defect fields, see Creating an Inspection List.

Document_Release_Notes_24.5_Enahnced_UI.pdf