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21.1 Document Management Release Notes

21.1 Document Management Release Notes

New and Improved Features

Product Level Change

  • PMP-70484 As an end-user I want the ability to search and view documents in Mobile Pro 

Configurable

  • NA

PMP-70484 As an end-user I want the ability to search and view documents in Mobile Pro

Configurable: No

  • Title:NA
  • Public/Private: NA
  • Default: NA

Existing System

  • No feature to search and view final documents in Mobile Pro

Purpose: 

  • Provide the option to search and view final documents in Mobile Pro

Enhanced System:

  • Search document option in Mobile Pro
  • Display final document with below detail in the list screen.
    • Document Title 
    • Business Process
    • Document Level
    • Primary Folder 
    • Version
    • Release Date
    • Document Owner
  • Option to filter the list to view records based on user preference.
  • Option to view below document detail in the summary. Fields will be displayed based on the data available for the document. 
    • Document Title
    • Internal Document ID
    • Document Description
    • Version
    • Primary Folder
    • Document Owner
    • Release Date
    • Last Update Date
  • Option to download the attached document from the summary screen
  • Option to generate a PDF of the document detail
  • Option to send a copy of the document in an email to the login user. 

Note: Add and modify document is not available in this feature, all data can be viewed in a read-only format. 

App Setup and Sharing: The app won't be available by default. Setup the app for the respective customer that has the Document Management module. Follow the below link for App Setup.

App Setup Document Link (/wiki/spaces/PML/pages/2236449371)

Document Search:


Filter :


App Setup Instruction :


Impacts: No Impacts


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