22.2.0 - Module: Document Collaboration & E-Signature

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.

DOCUMENT COLLABORATION & E-SIGNATURE
NEW FEATURES

NEW FEATURE: Notification of Changes to a Document Template
Reference #: 240412.1157.487

A new feature has been added to Document Templates. When modifying a Document Template users have the ability to receive an email based on if a user updates the Title, Clause, and Attachments of the Document Template. We have added three configuration settings located in the Document Collaboration configuration group. When enabled these settings will send emails depending on if the Title, Clause, and Attachments of the Document Template were updated.

How will this affect users?
This change will help users understand when something is adjusted on one of their templates, allowing better management of their Document Templates.

DOCUMENT COLLABORATION & E-SIGNATURE
ENHANCEMENTS

ENHANCEMENT:  Use Employee Dropdown field type to select Employee
Reference #: 240412.433.1506

Document Templates and Third Party Paper Templates can now be configured to allow any Employee Dropdown Field to be used as an Approver or Signer in a Template approval or signature process.

How will this affect users?
This will allow users to use and Employee Drop Down Box field to be used for a Document Package, Internal Document, or Third Party Paper template.

DOCUMENT COLLABORATION & E-SIGNATURE
RESOLUTIONS

RESOLUTION: Signature Placeholders move when starting a Signature Process
Reference #: 240412.345.1979

Some clients had found that when signing documents if they set the zoom to 200% then dragged the placeholder, expanded it and then changed the zoom to 100%, the placeholder would move. A fix was made and placeholders should behave as expected between zooms.