Patch 26.1.1 (Rev 260925) - Core System: Contract Insight

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


CORE SYSTEM
ENHANCEMENTS

ENHANCEMENT:  Attachment Folders Now Support Drag-and-Drop and Bulk Moves
Reference #: 260925.1237.46749

Managing attachment folders is now much easier. Files and folders can be dragged directly onto another folder to move them, and multiple files can be selected and moved at once using a new "Move to folder" option. The folder structure is also shown automatically when opening a record's attachments, and generated or imported documents can now be automatically filed into a specified folder instead of always landing in the Root folder



CORE SYSTEM
RESOLUTIONS

RESOLUTION:  New Dashboard Creation Missing Graphical Option and Ready-to-Use Setup
Reference #: 260925.1237.46455

An issue has been resolved where creating a new dashboard did not offer the option to build a graphical dashboard, and the dashboard that was created had no data to start from. Dashboard creation now offers both graphical and record-level options, and automatically sets up the appropriate data and default values so the designer opens ready to build. Users can also add additional data sources from within the designer going forward.


RESOLUTION:  Real-Time Document Collaboration Falling Out of Sync for Multiple Editors
Reference #: 260925.1203.46590

An issue has been resolved where multiple people editing the same document at the same time could fall out of sync with one another. In some cases a collaborator would not see others' changes appear in real time, the saving indicator could appear stuck even though changes were being saved, and reloading the page could leave the document's content jumbled. Document synchronization has been corrected so simultaneous edits are properly reconciled, and the system now automatically recovers and retries if a temporary connection issue occurs.