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Here is a sample of that report
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Selecting Multiple options in Cascading field
Add applicability property for user groups
Publication Space
"Created by" field for Placeholders
When a placeholder is created, a new field has been added to display who created it
Add - All companies option
When creating Auto Field Matching patters, you can now apply it to All companies now with the new All companies option
Disable notifications during distribution
Disable all notification when distributing documents by clicking on the new disable button.
You can disable notifications for a single user or all users
Click on the notification settings button
Then tick the disable notification tickbox for 1 or more users as required
Author rights for Distributing documents
In this release, we have introduced a new configuration setting that allows you to control which users can Distribute Documents.
The setting can be found under Publication Space > Settings > Transmittals
When a user/group/company are configured only those users will be able to distribute documents. The distribute button will be hidden for these users.
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When a project is still in the setup phase, the Associate, Split and Respond will not be hidden
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When a folder is retired a history entry will not be added in the PS settings > History page
Reports under the Reports section will also include retired folders.
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You can now add a custom Stamp to a document via a Stamp.
The configuration User Groups now have an Applicability property. This can be used to configure which users on the project are able to address a particular group or use it in security settings contexts.
Users without applicability rights will not see the group in;
- Addressing
- On the contact picker (old and the auto-fill)
NOT DONE - Saved Search: No. of Days Delay counts weekend days so make this optional
NOT DONE - Selecting Multiple options in Cascading field
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Publication Space
"Created by" field for Placeholders
When a placeholder is created, a new field has been added to display who created it
Add - All companies option
When creating Auto Field Matching patters, you can now apply it to All companies now with the new All companies option
Disable notifications during distribution
Disable all notification when distributing documents by clicking on the new disable button.
You can disable notifications for a single user or all users
Click on the notification settings button
Then tick the disable notification tickbox for 1 or more users as required
Author rights for Distributing documents
In this release, we have introduced a new configuration setting that allows you to control which users can Distribute Documents.
The setting can be found under Publication Space > Settings > Transmittals
Creating a Stamp
To add a new stamp click on Add stamp
- Give it a name
- Configure who has access to the Stamp
- And pick a color.
- Then click Save.
- You can view a preview of what your Stamp will look like, by hovering over the preview button
Adding a Stamp to the document
You can add a stamp to a document by going opening a document from the Publication Space or by marking it up during a workflow.
- Once you are on the markup toolbar
- Click on the Stamp icon in the toolbar
- Then pick the stamp you wish to add to the document and click and drag your mouse to add it in the desired size.
- Then click Save
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With this release, you will be able to search on version sets.
You can search on version sets at 2 levels
- Across all version sets
- And within version sets
To search across all version sets, click on Version sets in the menu
On the main screen where all version sets are displayed, used the suggested search or the advanced search to filter the version sets based on your criteria
To search inside a version set, open the required version set and add your criteria
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You will now be able to add a pin to plan and link existing forms to that pin. This can be done one at a time or in bulk.
- To link/associate existing forms , open a document and add a pin
- On the pop up screen select the Associate option
- On the associate screen, search for the forms you wish to associate to the pin and click search
- Then add the forms and click Save
- A pin will be added to the document for each of the you selected.
- You can move the pins to the relevant location by clicking on move and them moving the pins.
- Click the tick icon to save your changes
Printing PS Workflow Config
A button has been added to the Workflow configuration page so that you may print the configuration.
Here is an example of the output
When a user/group/company are configured only those users will be able to distribute documents. The distribute button will be hidden for these users.
Hide buttons from DTX and TX when the project is in Set Up Phase
When a project is still in the setup phase, the Associate, Split and Respond will not be hidden
History for Retired Folders
When a folder is retired a history entry will not be added in the PS settings > History page
Reports under the Reports section will also include retired folders.
Markup tools - Add a stamp
You can now add a custom Stamp to a document via a Stamp.
The configuration can be found under Publication Space > Settings > Transmittals
Creating a Stamp
To add a new stamp click on Add stamp
- Give it a name
- Configure who has access to the Stamp
- And pick a color.
- Then click Save.
- You can view a preview of what your Stamp will look like, by hovering over the preview button
Adding a Stamp to the document
You can add a stamp to a document by going opening a document from the Publication Space or by marking it up during a workflow.
- Once you are on the markup toolbar
- Click on the Stamp icon in the toolbar
- Then pick the stamp you wish to add to the document and click and drag your mouse to add it in the desired size.
- Then click Save
Search Version sets
With this release, you will be able to search on version sets.
You can search on version sets at 2 levels
- Across all version sets
- And within version sets
To search across all version sets, click on Version sets in the menu
On the main screen where all version sets are displayed, used the suggested search or the advanced search to filter the version sets based on your criteria
To search inside a version set, open the required version set and add your criteria
Pin to Plan - associate existing forms
You will now be able to add a pin to plan and link existing forms to that pin. This can be done one at a time or in bulk.
- To link/associate existing forms , open a document and add a pin
- On the pop up screen select the Associate option
- On the associate screen, search for the forms you wish to associate to the pin and click search
- Then add the forms and click Save
- A pin will be added to the document for each of the you selected.
- You can move the pins to the relevant location by clicking on move and them moving the pins.
- Click the tick icon to save your changes
Printing PS Workflow Config
A button has been added to the Workflow configuration page so that you may print the configuration.
Here is an example of the output
Scanning a QR code to view Documents
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A new tickbox has been added to show or hide validated files. Validated files are files where all required fields have been fill in.
This will save you time when uploading documents to quickly identify which documents still require data to be filled in
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This will save you time when uploading documents to quickly identify which documents still require data to be filled in
Optionally hide a folder from users
The standard security model of the Publication Space has always been that a user is able to view a folder if
a) they have folder permissions
b) if they do not have folder permissions but have had documents within that folder distributed to them
With this release we providing Admins with further flexibility on which folders a user can view on the Publication Space.
We've added a tickbox at the folder level called "Allow users to see this folder when they are distributed documents within it. By default this will be ticked.
The setting can be found under the Permissions tab of a folder
However, with this unticked, any user who does not have a folder level security permission cannot see it.
Those users will not be able to see this folder even though documents within that folder have been distributed to them.
The folder will be hidden to them when
- Browsing
- Searching
The user will only be able to see those documents via the DTX. This will apply to existing distributions as well.
| Info |
|---|
| If you added Can See/Upload/Folder Admin rights they will see the folder. |
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Dashboards
Adding more user fields to the list layout
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You can click on a pin to get a summary of the form and then click on the View button to view the form
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Tenders
Create a Tender Database Manually
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To do so, pick the Undo Accepted Bid option and accept the changes
NOT DONE - Allow superseding OR deleting external attachments issued through addenda
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Quality
Add history for in-line split from a Document list user fields
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With this release of the app you can also associate forms to another form.
- To do so open a form
- Go to the related tab
- Click on the Associate button
On the Association pop up, you can search for forms on the Criteria Tab or
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