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24.3 Document Management Release Notes

24.3 Document Management Release Notes

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New and Improved Features

Product Level Change

Configurable

PMP-99608 -As an owner or coordinator, I want the ability to include groups when assigning document acknowledgment

Configurable: No

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

Existing System

  • There is no option to select a group for the document release notification

Purpose: 

  • The group option will help to select users based on different categories of user
  • User-friendly and no need to find users manually 

Enhanced System:

  • Provided the option to select groups in the document release screen
  • Display group based on folder type Corporte or Location
    • If the document folder is under corporate hierarchy, it will display the group created at the corporate level in Setup > Security > Groups
    • If the document folder is under location hierarchy, it will display the group created at the location level in Location Setup > Administration Setup > Groups
  • On document release, the group users will receive the release notification
  • Group users will also be considered for document acknowledgment 

Impacts: No Impact


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PMP-99455 - As a system administrator, I want the ability to configure the text that should be displayed in the document watermark to ensure my company's verbiage is used to designate uncontrolled copies

Configurable: Yes

  • Title: Document Watermark Text
  • Public/Private: Public
  • Default: Uncontrolled Document

Existing System

  • There is no option to change the document watermark as per the customer verbiage

Purpose: 

  • Make watermark text configurable so the customer can put their organization-specific text
  • Improve usability and customer-specific content

Enhanced System:

  • Provided a public configuration for the document watermark text
  • Customers can change the watermark text from Setup > Module Setup > Foundation > Configurations 
  • Once changed, the next text will reflect on the document watermark  

Impacts: No Impact


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PMP-99760: As an owner or coordinator, I want the ability to restore a document from any version

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Configurable: No

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

Existing System

  • There is no option to restore a document from any version

Purpose: 

  • To restore a final version of the document including the attached file directly rather than manually creating a new version

Enhanced System:

  • Provided the option to restore document in the document history screen
  • The option will be available for the document owner or coordinator with document status as the final
  • If the owner or coordinator clicks on the Restore Document link, it will ask to put the reason for the change and version type
  • The application will automatically pick the restored version's document file and allow the creation of a new version
  • It will populate the document title, primary folder, and owner from the restored version
  • The owner can change the information as required for the new version

Impacts: No Impact

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PMP-99624: As an owner or coordinator, I want the ability to restore an archived document

Existing System

  • There is no option to restore an archived document

Purpose: 

  • To restore an archived version of the document including the attached file directly rather than manually creating a new version

Enhanced System:

  • Provided the option to restore an archived document in the document history screen
  • The option will be available for the document owner or coordinator with document status as the archived
  • If the owner or coordinator clicks on the Restore Document link, it will ask to put the reason for the change and version type
  • The application will automatically pick the restored version version's document file and allow the creation of a new version
  • It will populate the document title, primary folder, and owner from the restored version
  • The owner can change the information as required for the new version

Impacts: No Impact


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