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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
- PMP-99608 - As an owner or coordinator, I want the ability to include groups when assigning document acknowledgment
- 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
- PMP-99760: As an owner or coordinator, I want the ability to restore a document from any version
- PMP-99624: As an owner or coordinator, I want the ability to restore an archived document
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
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
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
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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