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Core

Allow Project Admins to save / edit statistics report

From this release Project Admins will be able to save and edit statistics reports. This will enable you admins to customise the reports to the needs of their projects and provide the required information to the users on the project.

Saving the Statistics Report

  1. To to save the Statistics Report, you will need to load a form list first.
  2. From here click on the Statistics button on the toolbar to load up the Statistics report
  4. Click on the cog icon then click on save.
  5. Save the report to the desired location. 


Edit the layout

To edit the layout, you can drag and drop different charts to the position you desire

There are also various other options in the menu to help you customise the report

Automatically select projects for admins when retiring users

When retiring a user and selecting the "Retire from all project where the I am an Admin" option, the system will now automatically select all the projects the user is an admin as default so no selection needs to be done for the "Select Project(s)" field. 

Configurable weekends for projects

We've introduced a new configuration option at a project level where you can customise and define which days are the working days within a week.

This option can be located under Configure > Project details

 You can to define the work start and end date by picking a week start day and and week end day

The days outside of this will be considered the weekend

These weekend days are what will be considered in the due date configuration for weekend. 

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


Include a link to open in iTWOcx for Preview Emails

Preview emails will now include a button called "Open in iTWO cx"

When clicked (if the user is not logged in) it will ask you to provide your login details and once you have logged in, the form will be shown on the right-hand side. 

If the user is logged in the  form will be displayed on the right-hand frame directly




Log history for Action Buttons

Changes to Action buttons are now logged and can be viewed via the history button on the action button.


Log history for Correspondence Workflows

Changes to Correspondence workflows are now logged and can be viewed via the history button

Log history for groups

Changes to User Groups are now logged and can be viewed via the history button.


Log history for Module Admins

Changes to Module Administrators are now logged and can be viewed via the history button.


Log history for Module Matrix

Changes to the Module Matrix are now logged and can be viewed via the history button.

Log history for Rules, List, WF

Changes to the distribution rules, lists and workflows (adding, deleting, editing) are now logged and can be viewed via the history button.

Changes made to individual rules, lists, and workflows can be viewed by clicking on the history button for each of those items.


Log Who-to-whom matrix changes

Changes to the who-to-whom are now logged and can be viewed via the history button.

Multi-project summary to show project name

The Multi-project summary table now shows the project name to help you identify projects more easily


Project Admins, right to edit reference numbers

When ticking "Company Admins" Project Admins and Company Correspondence Admins can now change the reference number.


Saved Search - Bulk Update Status (Cross-Project)

The status of forms can now be updated across projects via the saved search bulk status update utility.

To do so, create a saved search with results from multiple projects

Then pick the documents you wish to update and pick the status you wish to change it to


Status Action Buttons - change addressing without mapping fields

You can now configure status action buttons to directly change addressing without requiring a mapping field

To enable this we've added two new options:

  1. Custom - When picked you can configure a group, a user, multiple users
  2. Contact User Field - With this option you can chang the addressing based on a Contact Userfield on the form

Configuring Custom

  1. Select Custom in the post Actions area
  2. Pick the users

Configuring User Field

  1. Select Contact userfield in the post Actions area
  2. Pick the contact user field you wish to use.


Status Action Buttons - Allow for "between" values on Contracts Admin criteria

Staying with action buttons , we have also added support for configuring "in between" values for Contracts Admin forms.

In between values allow you to configure for example

An amount between two values eg: 25,000 < Amount < 50,000

This has been implemented by enabling the user select the same criteria twice when configuring the pre conditions

This is supported for all CA fields

Add applicability property for user groups


Related user field - provide more criteria than keyword

  1. The related user field now give you the access to additional criteria when searching for forms to associate to the the row.
  2. To access additional criteria;
  3. Click on the Menu icon
  4. This will open the Associate search window. Giving you access to the full set of criteria for searching. 
  5. Once you perform your search. Add the results you require, and click done.

Report on Distribution Rules, Lists & Groups


Saved Search: No. of Days Delay counts weekend days so make this optional


Selecting Multiple options in Cascading field


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.


Hide buttons from DTX and TX  when 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

  1. Give it a name
  2. Configure who has access to the Stamp
  3. And pick a color.
  4. Then click Save.
  5. 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.

  1. Once you are on the markup toolbar
  2. Click on the Stamp icon in the toolbar
  4. Then pick the stamp you wish to add to the document and click and drag your mouse to add it in the desired size.
  5. 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

  1. Across all version sets
  2. 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.

  1. To link/associate existing forms , open a document and add a pin
  2. On the pop up screen select the Associate option
  4. On the associate screen, search for the forms you wish to associate to the pin and click search
  5. Then add the forms and click Save
  6. A pin will be added to the document for each of the you selected.
  7. You can move the pins to the relevant location by clicking on move and them moving the pins.
  8. Click the tick icon to save your changes



Printing PS Workflow Config


QR Code - Publication Space (Online)
Restrict max distribution amount to 2000 docs.
Show the Workflow Progress on WTX view mode
Stop ability to delete workflows in use
Support adding restricted users to Permissions in PS
Support generating a document link to a specific page on a document
Tickbox in Upload grid for "Show validated files" On/Off
TX/ DTX Show / hide option when info has a lot of users


CLONE - Support generating a document link to a specific page on a document
GPS Map View in Web
Hide 'New' button on DTX/TX register
Hide folders from users
Recipients Layout on distribution page
Stamps - Feedback


Defects

Dashboard - expand field
Dashboard - Supporting adding more user fields to List

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