22.1.2 - One Page Summary

Release Version Information

The high-level information regarding this version is detailed below:

For CobbleStone® Software version 22.1.2, New Feature(s), Enhancement(s), and/or Resolution(s) were added to the following areas:

• Core System: Contract Insight
• Module: Document Collaboration & E-Signature
• Module: E-Sourcing/Procurement Management
• Module: Vendor/Client Collaboration Gateway
• Connector: External E-Sign Integrations

CORE SYSTEM
NEW FEATURES

The Core System provides Contract Insight’s core components and functionality for full lifecycle management of your organization’s contracts and committals.

NEW FEATURE:  View All Surveys & Bulk Survey Reporting
Reference #: 230811.588.318

Users are now able to View All Surveys within each major section of Contract Insight. We have added the ability to view these Surveys and be able to view the results and the record from which the Survey was initiated. There is also the option to export all Surveys from each section.

How will this affect users?

Users will now have easier access to the surveys they have created.

CORE SYSTEM
ENHANCEMENTS

ENHANCEMENT: UI Improvements on IntelliXtract Screen
Reference #: 230811.489.1117 and 230807.489.1034

Buttons and Dropdowns were adjusted on the IntelliXtract Screen to provide a better UI experience.

ENHANCEMENT:  Allow Task Actions from Editable Tasks Permission
Reference #: 230811.337.1024

A new permission called Tasks: Allow All Task Actions From Editable Tasks has been created to allow a user who has edit permissions for a task to Approve/Reject tasks they have access to.

How will this affect users?
If a system admin enables the permission setting, a user who has edit access to a task can perform actions against the task (like approve or reject) even if they aren't assigned to the task.

ENHANCEMENT: Warning Message Notification Overlay
Reference #: 230811.489.1241

When users log into a system with an Activation Key or SSO Certificate that is set to expire within 30 days, they will be greeted with a warning message that covers the top menu. 

How will this affect users?

It will now be much easier for users to see when their Activation Keys or SSO Certificates are due to expire.

ENHANCEMENT: Create Notification Theme
Reference #: 230811.486.161

Users can now create customized notification email template themes based off CobbleStone®'s default themes. Users can choose which theme will be the default notification theme for default (non-task) emails. More information can be found HERE.

How will this affect users?

System Administrators now have more control over the way their default e-mail notifications look.

ENHANCEMENT: Preferred Clause Replacement
Reference #: 230811.362.969

If a user creates a record with drag/drop, there is a new side menu option: Replace Clauses. It will launch a pop-up showing the clauses that it found and suggested replacements from your Clause Library. Users can choose replacements and the system will extract from the altered document and provide both the original and updated document with replaced clauses.

How will this affect users?

Users creating a record from drag and drop can replace clauses in the document they upload with suggested clauses from their Clause Library.

CORE SYSTEM
RESOLUTIONS

RESOLUTION:  Contract Extract Map error when selecting View/Manage option
Reference #: 230811.588.906

Viewing an Auto Extract Settings record with "Field To Extract To" set to an ID field no longer results in an error.

RESOLUTION:  Pending Request Screen Issue
Reference #: 230811.509.977

Client noted that the Department/Business Unit ID number did not correctly correspond to the accompanying Department name on the Search Request Records table. Fix was implemented. All Department/Business Unit IDs and corresponding Department Name from the Department/Business Unit List now match the Search Request Records table.

RESOLUTION:  View links not showing on Employee ad-hoc reports/dashboard docks
Reference #: 230811.588.1013

Reports for Employees were not displaying View links when Employee IDs were hidden. A fix was made and now view links should display as intended.

RESOLUTION:  Problem Adding Mergeable Clause
Reference #: 230811.509.1026

Creating a New Mergeable Clause was giving a error message to contact administrator. After implemented fix New Mergeable Clauses are now being saved without issue/error. Only permissioned users are still able to access this area.

RESOLUTION:  Incorrect Clause Info
Reference #: 230811.509.897

When viewing the Rules for a Mergeable Clause the last displayed rules were displaying before the currently selected rules displayed. A loading screen has been added so the correct data displays upon the clause being loaded.

RESOLUTION:  Manage Main Menu is not working within the system
Reference #: 230811.486.1022

A client was experiencing errors when attempting to Manage Main Menu. A fix was applied and now Manage Main Menu can be accessed as intended. As part of the fix, Negotiations has been moved out from underneath Contracts back into it's own separate Menu section.

RESOLUTION: Image Load Time Improvements
Reference #: 230811.489.1049

Clients had noticed a slowdown around when the system was attempting to load icons and images. A fix was made and image load times should be improved.

RESOLUTION:  OneDrive OAuth Redirect Update
Reference #: 230811.563.1123

A client was having an issue connecting their OneDrive accounts to My Cloud Drives. A fix was made and OneDrive should link as expected.

RESOLUTION:  Task E-mail Links Overlapping Text When Viewed on Outlook (on the web) for Custom Templates
Reference #: 230811.486.1027

Once a Task Email was sent out to a user which was also configured for Notification Templates it was overlapping Task Action links and the Record's Files & Attachments on the email. This has been corrected so all Task Action links and links to the Files & Attachments displays properly.

RESOLUTION: Top Menu Covering Screen
Reference #: 230811.489.1218

It was noticed that when the horizontal main menu configuration setting was turned on, it would overlaps elements of certain pages. This has been corrected so all text and menu options are no longer overlapping with each other.

RESOLUTION:  Workflow Does Not Send CC to Vendor
Reference #: 230811.561.1195

Creating a Workflow for a Sub Table and adding an Alternate Email of Vendor/Customer wasn't routing the email to the Vendor upon running the Scheduler Manager. This has been adjusted so the email routes to the Vendor upon the job running.

RESOLUTION:  Trailing Zeroes Removed From Cents in Currency Fields in Contract Creation
Reference #: 230811.1093.11197

A client noticed trailing zeroes would disappear from the cents section in currency fields when moved away from during contract creation. A fix was made and trailing zeroes should remain when not the field of focus.

RESOLUTION:  Attestation Message in Bulk Survey
Reference #: 230811.588.1568

A client had found that the Attestation Messages on Bulk Surveys were not pulling from the correct place. A fix was made and now the correct Attestation Message should display.

DOCUMENT COLLABORATION & E-SIGNATURE
NEW FEATURES

Optional Add-On Module for the collaboration of documents between internal and external users/participants. This module utilizes E-Approval (Electronic Approval) and/or E-Signature (Electronic Signature) processing to support full online negotiation via a secure online portal.

NEW FEATURE: Signing Portal Overhaul
Reference #: 230811.439.956

The signing portal has been overhauled to improve security.

When setting up the IntelliSign process, bulk signing, merged template, or IntelliSign after merged template - if the participant is an Employee, then the email link for Signing document should open it in the core Contract Insight system. If employee is already logged in, then the link will take the employee to the signing page. If the employee is not logged in then the link will take them to the login page. After logging in, the employee will be able to sign the document.

If the participant is a company contact, then the email link for signing the document will open it in the Vendor/Client Gateway Portal. If the company contact is already logged in then the link will open to the signing page. If they are not logged in, it will take them to login page. After logging in, the company contact should be able to sign the document.

Nothing will change for the External Signer process.

If there are any old signing processes still active that use the Signing Portal, now it should redirect to Contract Insight for employees and Vendor/Client Gateway for company contacts.

Inactive employees are able to sign using E-Sign portal.

Inactive company contacts are not be able to sign the document.

An active company contact who does not have a username/password will be able to sign using the E-sign portal.

Config Setting Changes:

New configuration group IntelliSign allows control over what types of signers are allowed for IntelliSign processes, and whether it is an option on the Files/Attachments section of records.

New configuration group Authentication contains new config setting Allow simple authentication through E-Sign Gateway.

This new config setting lets users choose to show or hide PIN authentication in My Signature Settings, as well as on Template overview, core and VCG gateway signature page, IntelliSign and merged IntelliSign pages. 

How will this affect users?

Employees and Company Contacts will be prompted to log in if they are not already logged in before completing signing processes.

DOCUMENT COLLABORATION & E-SIGNATURE
RESOLUTIONS

RESOLUTION:  Setting Signature Placeholders while Zoomed Out and Intellisign from a document package
Reference #: 230811.439.1015

Updated IntelliSign UI and fixed issue where the document would disappear when zooming out while setting placeholder fields.

RESOLUTION:  Document Template - Mergeable Subtables edge of tables being cut off on document and previewer
Reference #: 230811.509.944

Upon merging a Sub Table onto a Document within Document Templates if there were more than 8 fields it would be cut off the document. This has been corrected so all fields will display on the document.

RESOLUTION:  Not Able to Access Old Signature Processes
Reference #: 230811.439.1152

A client had found they were unable to access signing processes that were created before updating their system. A fix was applied and now signing processes should be able to be accessed as expected.

E-SOURCING/PROCUREMENT MANAGEMENT
ENHANCEMENTS

Optional Add-On Module for the creation, management, tracking and monitoring of the lifecycle of E-Sourcing, Solicitations, Procurements, Bids, RFxs (RFIs, RFPs, RFQs) and more.

ENHANCEMENT:  VCG New Page - Search Closed Public Solicitations
Reference #: 230811.337.1025

Users on the Gateway now have the ability to view Closed Public Solicitations from the Gateway. The requirement for viewing Closed Public Solicitations is having the Bid Open and Close Dates less than or equal to today's date. You also have to have the invitation type set to public. Once this is done you can view your e-Sourcing record from the Vendor Client Gateway.

How will this affect users?

Users who want to view Closed Public Solicitations on the Gateway will now be able to do so.

E-SOURCING/PROCUREMENT MANAGEMENT
RESOLUTIONS

RESOLUTION:  Copy This Sourcing Record does not create new record
Reference #: 230811.588.899

It was found when making a copy of a Solicitation Record via "Copy This Sourcing Record" that no copy would be made. A fix was implemented and now the function works as intended.  

EXTERNAL E-SIGN INTEGRATIONS
NEW FEATURES

Optional Add-On Connector that provides your organization with the capability of electronic/digital signing of documents/contracts. Currently this connector is configured for integrations with DocuSign, Adobe Sign, and DocJuris.

NEW FEATURE: Adobe Sign as Signing Engine
Reference #: 230811.595.506

There is a new configuration setting in the General Group of the Document Authoring Section to set a Signing Engine for IntelliSign and the document collaboration process. The options are the default IntelliSign or Adobe Sign if licensed. 

When Adobe Sign is selected as the signing engine, the Adobe Signing process will be used when selecting an IntelliSign, IntelliSign from Merged Document Template, or New Signature Process from Merged Template. The process will function in the same manner as the regular Adobe Sign connector. Users will be able to tell if Adobe Sign is selected as the signing engine by the header of the page:

How will this affect users?

If Adobe Sign is selected as the Signing Engine, users will be able to use Adobe Sign for their signature processes.

EXTERNAL E-SIGN INTEGRATIONS
ENHANCEMENTS

ENHANCEMENT:  DocuSign Message Box Size
Reference #: 230811.489.1116

The Text editor for the DocuSign Envelope has been increased in size to comfortably read/write longer messages.

How will this affect users?
The text editor is now at a good size for comfortably reading/writing messages. 

ENHANCEMENT:  Updated UI for Adobe Esign CreateAgreement Page
Reference #: 230811.595.1124 

EXTERNAL E-SIGN INTEGRATIONS
RESOLUTIONS

RESOLUTION: Agreement Rejection During Peak Hours
Reference #: 230811.595.1124

Users had noticed Agreements being rejected by the system during peak hours. A change was made, and agreements should be sent for signature as expected.