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
RESOLUTIONS
RESOLUTION: Ineffective Default Sorting Causing Difficulty Identifying Pending Assignments on My Negotiation Assignments Page
Reference #: 260501.337.34528
Users experienced difficulty identifying which assignments still required action on the My Negotiation Assignments page. This was due to the default sorting displaying items by their original assignment date, which did not change after completion and caused completed items to remain at the top.
The default sorting has been updated to prioritize active assignments first, followed by the assignment date. This ensures that pending work remains clearly visible at the top of the page, with the oldest active assignments shown first.
RESOLUTION: Document Process Manager Checkout Restriction Preventing File Deletion When Not Checked Out
Reference #: 260501.337.26815
Users were required to check out a file before they could delete it, even when the file was not checked out by anyone else. This has been updated so users can now delete files without first checking them out, unless the file is currently checked out by another user.