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23.4 Document Management Release Notes

23.4 Document Management Release Notes

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New and Improved Features

Product Level Change

Configurable

PMP-94779 - As an owner, I want to navigate to the document task section from the email view document button

Configurable: No

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

Existing System

  • The user is navigating to the document details screen from the task notification  

Purpose: 

  • To reduce user's duplicate actions by changing the navigation from the document details screen to action screens like Pending Approval, Pending Periodic Review, etc 

Enhanced System:

  • Changed the navigation from document details to task screens

Impacts: NA



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PMP-94778 - As an administrator, I want to change the document's top folder name as per the organization's standard

Configurable: Yes

  • Title: Rename Parent Corporate Folder
  • Public/Private: Public
  • Default: Corporate


  • Title: Rename Parent Location Folder
  • Public/Private: Public
  • Default: Location

Existing System

  • There is no option to rename the document's top folder name 
  • Customers are raising requests to change the document's top folder name

Purpose: 

  • Provide option to rename the document's top folder name 
  • Customers can rename the parent folder name as per their standard

Enhanced System:

  • Manage top folder name using configuration
  • Make the configuration type public
  • The configuration's default value would be Corporate for Corporate folder structure and Location for Location folder structure
  • The customer's System Administrator having permission to update custom settings (Configuration) can change the name as per their organization's standard. 


Impacts: NA

Corporate Folder Name Configuration

LocationFolder Name Configuration



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