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For eg
Mon-Fri, means Sat-Sun are weekend
Mon-Sat, means Sun is the only weekend
Sun-Thu, means the weekend is Fri-Sat and so on
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Added a link to
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"Open in iTWOcx" for Preview Emails
Preview emails will now include a button called "Open in iTWO cx"
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Changes to the who-to-whom are now logged and can be viewed via the history button.
Added Project Name to the Multi-
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Project Summary
The Multi-project summary table now shows the project name to help you identify projects more easily
Project Admins
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can now edit reference numbers
When ticking "Company Admins" Project Admins and Company Correspondence Admins can now change the reference number.
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Bulk Update Status (Cross-Project) via a Saved Search
The status of forms can now be updated across projects via the saved search bulk status update utility.
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- Select Contact userfield in the post Actions area
- Pick the contact user field you wish to use.
Status Action Buttons - Allow for "between" values
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for Contracts Admin criteria
Staying with action buttons, we have also added support for configuring "in-between" values for Contracts Admin forms.
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This is supported for all CA fields
Related user field -
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Additional criteria for Associating forms
- The related user field now gives you access to additional criteria when searching for forms to associate with the row.
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Here is a sample of that report
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Added Applicability property for user groups
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.
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- Addressing
- On the contact picker (old and the auto-fill)
Publication Space
"Created by" field for Placeholders
Updated API
The API has been updated for the 20.11 release. Please go here for further details
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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
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All companies option in contact picker
When creating Auto Field Matching patters, you can now apply it to All companies now with the new All companies option
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Then tick the disable notification tickbox for 1 or more users as required
Configure 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.
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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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Hid 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 now be hidden
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Reports under the Reports section will also include retired folders.
Markup tools -
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Stamps
You can now add a custom Stamp to a document via a Stamp.
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- 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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Searching on Version sets
With this release, you will be able to search on version sets.
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To search inside a version set, open the required version set and add your criteria
Pin to Plan -
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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.
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You can now generate a link to a specific page of a document by opening the document and click on the link icon.
With this addition you can generate links to
- The document
- The revision of a document
- A page on a document
Tickbox on Upload page
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to "Show validated files"
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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.
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| Info |
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To Retire a Tender Database you must be configured as a Tender Admin for that Database. |
Changes to Configuring Access for Managing a Tender Database
If you are configured as a Project Level Tender Admin you will be able to access the new Manage Database screen shown above.
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Now, when issuing addenda, you will be able to remove and/or supersede attachments on a package.
| Info |
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| Please note only attachments can be superseded. Publication Space documents picked for a package cannot be superseded when issuing an addenda. To supersede a document in the Publication Space, you must upload a new revision to the Publication Space. |
Removing a document or an attachment on a package;
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| Info |
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| These files need to contain the same file name and extension in order to supersede the existing attachment |
| Note |
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Please note only attachments can be superseded. Publication Space documents picked for a package cannot be superseded when issuing an addenda. To supersede a document in the Publication Space, you must upload a new revision to the Publication Space. |
- The addenda page will show you which attachments have been superseded.
- From here you can issue the addenda
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A red X icon will be shown against all documents that were superseded or removed.
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Quality
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Added history for forms created via in-line split from a Document list user
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field
When you split from a document list user field, the form history will now record which row in the table you split from
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