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21.1 Document Management Release Notes

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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 on mobile

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 in the respective customer having Document Management module. Follow the below link for App Setup.

App Setup Document Link ( Document Search App )

Document Search:


Filter :


App Setup Instruction :


Impacts: No Impacts


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