Patch 22.2.1 - One Page Summary

Release Version Information

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

For CobbleStone® Software version 22.2.1, 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: Vendor/Client Collaboration Gateway

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: VISDOM Obligation Tracking
Reference #: 240522.360.1715

VISDOM as a Service is now able to locate obligations in clauses by inspecting for certain grammar rules to determine if the paragraph is describing an obligation for a party. In VISDOM configurations, subtables that are marked as Show On Add are able to be added to the VISDOM plan. There is a Map to Subtable algorithm available for the subtables. This algorithm allows a list of obligations to be extracted and mapped to the subtable. An Out of the Box Obligations Subtable will be available for new users. A more in-depth explanation is available HERE.

How will this affect users?
It can sometimes be difficult for clients review over each record and point out the obligations being asked of them. To reduce client frustration when adding contracts with VISDOM, the ability to identify obligations within the record was added.

CORE SYSTEM
ENHANCEMENTS

ENHANCEMENT:  Document Toolbox Redesign
Reference #: 240522.932.171

The Document Toolbox has been given a UI update in order to provide a more modern look and cleaner user experience.

ENHANCEMENT:  Survey Side Menu Icon Update
Reference #: 240522.1092.606 

Side Menu Icons for surveys have been made more consistent with the rest of the system.

ENHANCEMENT:  File Queue - Attach to Existing Record
Reference #: 240522.1092.4709

Adding a file to a record from the file queue has received some UI improvements.

How will this affect users?
The process of attaching a file to a record from a user's file queue will be cleaner and more legible.

ENHANCEMENT:  Import Line Items on User Defined Subtables
Reference #: 240522.365.1754

An Import Records button has been added to User Defined Subtables. Like other areas that allow importing data, a template file is provided. Once the template file has been filled out, that file can uploaded and processed.

How will this affect users?

Users will be able to more easily add large numbers of rows to their user defined subtables.

ENHANCEMENT:  Improved Bulk Export of Survey Results
Reference #: 240522.1092.2508

When exporting the View All Surveys page to Excel, each survey now receives a tab on the spreadsheet that contains the respondent name, the completion percentage, and whether the survey has been completed. 

How will this affect users?

Users will be able to see which Surveys are still in need of completion and the respondent's percentage of completion.

CORE SYSTEM
RESOLUTIONS

RESOLUTION:  Company Drag and Drop Delete and Re-Add
Reference #: 240522.365.4606

Adding a Company by VISDOM drag and drop, and then deleting that Company record, and going back into another drag and drop process was giving users an error. We have resolved this so adding a Company on drag and drop and deleting will not affect drag and drop on the next try.

RESOLUTION:  Request Issue forwards to contract add not request
Reference #: 240522.349.4785 

Request with File with no files attached would navigate to create a contract instead of Request. This issue has been resolved by Changing the navigation URL from Contracts to Requests.

RESOLUTION:  View History error
Reference #: 240522.337.4676 

Changes have been made to the View History Page to handle a larger amount of data, and should no longer timeout when attempting to navigate to a View History page on a record.

RESOLUTION:  Security Group Managed Reference Data Not Saving
Reference #: 240522.349.4582

When configuring Managed Reference Data, if a user selected any item and then swapped pages it would not save the original click. This has been resolved by showing all data on one page.

RESOLUTION:  Ad-Hoc Report Filter and Condition Configuration 
Reference #: 240522.1203.4972

When configuring Filters and Conditions for an Ad-Hoc Report, users were receiving errors on a majority of the buttons on this page. This has been resolved so you can now utilize the buttons and page for filtering.

RESOLUTION:  Missing Email/Alerts section on Contract Details
Reference #: 240522.1092.4973

Clients had noticed the Emails/Alerts table was not appearing on Contract Records. A fix was applied and the table will appear as expected.

RESOLUTION:  Blank Department in Assigned Departments
Reference #: 240522.1092.4966

Clients had noticed when deleting a department that was assigned to an employee, it was leaving a blank department in the user permissions page. This issue has been fixed. Now when a department is deleted while still being assigned to a user it will not leave a blank area in the Assign Departments Area in User permissions List.

RESOLUTION:  File Categories Selection Issue
Reference #: 240522.1092.4682

File Categories Dropdown was removing the selected option when switching from a folder to a blank folder. This issue has been resolved. File Category Dropdown will no longer change when selecting folders in Files/Attachments subtable

RESOLUTION:  Subtable Updates Not Showing in Recent Updates List
Reference #: 240522.1086.2688

Updates to Subtables were not placing the record on the Recent Updates List. Updates to subtables will now add the record to the Recent Updates list. Additionally, users with a large amount of record updates may see improved recognition of their Recent Updates lists.

RESOLUTION:  Workflow Condition Edit Not Saving
Reference #: 240522.345.4906

Some users had experienced issues saving workflow conditions when fields were empty. A fix was applied and empty fields should save as expected.

RESOLUTION:  Vendor Records Creating Blank Customer Contacts
Reference #: 240522.1203.5000

When creating a Vendor record with no value in the Primary Contact or Email field this was causing a blank Contact to be created on the record. This has been resolved so blank contacts are no longer created on Vendor records.

RESOLUTION:  Unable to Download Files from One-Off Emails
Reference #: 240522.349.4593

When downloading files from a one off email users were unable to download files. We have resolved this concern allowing users to download files again.

RESOLUTION:  Field Length Panel Hidden on Field Add
Reference #: 240522.1157.4974

Some users had noticed the ability to specify a Field Length was no longer showing when adding fields in the Field Manager. A fix was applied and Field Length will be able to be defined.

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: E-Sign/IntelliSign - Improve Disclosure and Signature Acceptance
Reference #: 240522.345.2913

We have updated the UI and functionality of our E-Signature and IntelliSign through Document Collaboration. This will enable users to move through the placeholder signature process with fewer clicks. We have added prefill signatures which will fill a participants signature placeholder with their First and Last Name. When utilizing a placeholder type process users will have to click a Start button at the top of the page. Once clicked it will take them to the first signature and once a signature is adopted all other signatures will adopt the same signature. 

Once all of them are adopted you can click Next through all of the Signature placeholders giving you a more streamlined experience when using Document Collaboration.

The Next Steps will be displayed on the side menu to show all signing actions on the document, and whether they have been completed.

Once all signing actions have been completed, users will Click Accept and Finalize to confirm they have completed the signature process.

IntelliSign Now has also received a UI update and we have enhanced signing through here. After your first signed placeholder it will default to that same Signature Type on every placeholder that is placed on the document.

How will this affect users?
Users will be able to complete signing processes with fewer clicks, in less time, with no need to hunt for placeholders.

DOCUMENT COLLABORATION & E-SIGNATURE
ENHANCEMENTS

ENHANCEMENT:  Signature Audit Document (IntelliSign and E-Signature) and Completion Certificate
Reference #: 240522.345.482

Upon completion of an IntelliSign or E-Signature process, users are provided with a Completion Certificate to provide better auditing details. It can be accessed through the Actions Menu on a completed process, or through the Signature Receipt button on the Signature Process Dashboard. 

How will this affect users?
Auditing details are laid out in a clean, concise manner and allow clients to easily pull the audit information when its needed. Users are provided with additional auditing security.

ENHANCEMENT:  E-Approval Comments window expanded
Reference #: 240522.386.22

We have expanded the Comments window for Signature and Approval processes in Contract Insight. This will allow users to see comments easier when completing their processes.

ENHANCEMENT:  Use Vendor Dropdown field type to select Vendors
Reference #: 240522.1157.2506

We have added the ability to use a custom Vendor drop down field to select a participant on a Merged Document Collaboration process. 

How will this affect users?
This enables users to have more control over what Vendor field pulls a participant.

DOCUMENT COLLABORATION & E-SIGNATURE
RESOLUTIONS

RESOLUTION: Role/Group Emails Going to Deleted Users
Reference #: 240522.1092.4411

When deleting an Employee record who is still assigned to a Role/Group it will remove the user from the group. However, they will still receive emails for Document Collaboration processes. This has been resolved so deleted Employee records no longer receive notifications for Document Collaboration processes from a Group.

RESOLUTION: Enable track changes accept/reject on E-Approvals
Reference #: 240522.345.4456

When doing an E-Approval process users were unable to accept or reject Track Changes on an approval process. This has been adjusted so if Accept on Complete is set to "No". Internal Participants can still accept or reject Track Changes. If the setting is set to "Yes" on completion of the process all Track Changes will be accepted.

VENDOR/CLIENT COLLABORATION GATEWAY
RESOLUTIONS

Optional Add-On Module used to extend the functionality and collaboration scope of Contract Insight by providing a dedicated gateway portal for your vendors, suppliers, providers, clients, customers, respondents, etc. to view and interact with the contracts, solicitations, etc. you have with them.

RESOLUTION:  File Attachment Categories on Vendor Gateway
Reference #: 240522.1157.4775

File Category dropdown was not showing for the My Company Info Page and Purchase Order Pages in VCG. This has been resolved. The File Category option now has a File Category Grid Column showing and the File Category Dropdown appears on the Upload File area.

RESOLUTION: Cannot View Terms and Conditions on the Vendor Gateway
Reference #: 240522.1171.4791

Clients had noticed clicking the terms and conditions link on the Vendor/Client Gateway Login Page was not showing the terms and conditions window. A fix was applied and the terms and conditions should show as expected.