Update 22.3.0 - Core System: Contract Insight

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

CORE SYSTEM
NEW FEATURES

NEW FEATURE: VISDOM Assist Chat Bot
Reference #: 240809.1086.4084

VISDOM Assist is the new chatbot assistant within Contract Insight. This initial release of VISDOM Assist is able to answer general questions for users around Contract Insight, Contracts, Contract Clauses, and other related information and directly link users to the different record creation areas, and show their latest reports. Additional functionality is available for users who license VISDOM+. 

A View History link is available at the top of VISDOM Assist. Non-System Admin users will be able to search their own chat history within a given date range while System Admin users will be able to review the chat history for any selected user within their system.

To show or hide VISDOM Assist for all of their users, System Admins can go to the Application Configuration settings under General Settings and toggle the "Hide VISDOM Assist icon" config setting to Yes (to hide VISDOM Assist) or No (to show VISDOM Assist).  

Keep an eye on future releases for additional features within the VISDOM Assist chatbot!

How will this affect users?
Users can ask general questions and quickly navigate through the system.

NEW FEATURE: Bulk Attachment Download on a Record
Reference #: 240809.365.702

Bulk Attachment downloading has been added to the top 6 record areas within Contract Insight. From any Record Details screen, scroll to the Files/Attachments area. From there, click the 'Bulk File Download' button. Confirm that you want to 'Zip All Files' and, once processed, it will provide a button to 'Download Zip' which will contain all of the attachments from that record (Note that attachments with the same name will be excluded). 

If any attachments cannot be included in the zip file, a table will show in the popup with the attachment name and notes.

NEW FEATURE: New E-Mail Manager
Reference #: 240809.413.1784

Send Email and Secure Email have been transitioned to a new Email Manager that uses SendGrid to manage messages. Responses to emails sent from the record will be thread-based, keeping conversations grouped together based on the originally sent email. Users will be able to respond directly from the record thread, send new email, or resend a previously sent email.

Users can also create new threads on a record by sending an email to the record's ID. Configuring a system's domain and SendGrid settings is covered HERE.

How will this affect users?
Users will have a cleaner way to track emails and secure emails sent from their records.

NEW FEATURE: OCR As A Service
Reference #: 240809.365.2993

OCR has been updated to give the ability to either run on the local machine (as it does today), or have the process sent to a central server, which will perform the OCR and send it back to the system. To set which OCR engine to use, System Admins can go to the General System configuration group and update the OCR Engine config setting. Selecting Version 2.0 will use our new central OCR service.

How will this affect users?
This will provide a more efficient use of local resources and improve system performance. 

CORE SYSTEM
ENHANCEMENTS

ENHANCEMENT:  Add Contract with VISDOM Basic UI Update
Reference #: 240809.360.4073

The UI on the VISDOM Basic Add with File/Drag and Drop screen has been updated and modernized. It now can utilize the Adobe Previewer, the Quick Add Counterparty section has moved to a button, and tabs have been re-organized.

ENHANCEMENT:  Task Creation Date as a value for date selection in Workflow
Reference #: 240809.365.2993

Workflows have received an enhancement to the Start and End Date configuration. We have added Task Creation Date as a value for the Start and End Date configuration of a Workflow. This gives users additional options of configuration when deciding when the task starts and ends.

ENHANCEMENT:  Document Assembly on Templates
Reference #: 240809.337.4405

There is a new option on Document Templates to Append Word Docs.

When this setting is set to yes, all word documents on the template will be combined into the first document in the order when the template is merged. The other documents will remain on the template as reference files.

ENHANCEMENT:  Search Page Redesign
Reference #: 240809.1203.1563

We have redesigned the Search pages to be consistent across all six areas of Contract Insight. When navigating to a Search Page you will find a grid containing all records for a certain area, this was previously accessible by clicking View All on the side menu of the Find/Search Page. The grid is filterable by column. System Admins can configure which columns show by clicking Manage Columns in the side menu. Clicking the arrow on the Advanced Filter section opens up the Advanced Filter that allows you to query for records within the relevant area using parameters for specific fields. In this section you can also access your recently updated records. This will allow you to quickly find a record that you have recently updated. The Search Files and Search Notes functions are now accessible through tabs at the top of the page.

How will this affect users?

Users will have more immediate access to the full

ENHANCEMENT:  Change display size of contract description text box
Reference #: 240809.1203.2346

Increased display size of Contract Description Text Box when assigned to its own Field Group

ENHANCEMENT:  Field Mask Tool Tip
Reference #: 240809.1203.4935

The tooltips for Field Mask Configuration have been improved.

How will this affect users?
Users should have a clearer idea of what each field mask component does, including separators

ENHANCEMENT: Increase height of Notes box on Contract Details
Reference #: 240809.1208.2352

The size of Notes box in contract Records has been increased

ENHANCEMENT:  Alerts Dashboard - Identifying Fields
Reference #: 240809.1204.1336

We have added two new columns to the View All Alerts page Record Name and Record ID. This will give more information about each alert.

How will this affect users?
This will give users more information about each alert.

ENHANCEMENT:  Accurate save button text when adding a new dashboard
Reference #: 240809.1204.3663

The buttons on the dashboard manager have been updated to read "Save Dashboard" instead of "Save Dock" when saving a dashboard.

How will this affect users?
The buttons will produce less potential confusion for users.

ENHANCEMENT:  Header menu updates 
Reference #: 240809.386.4997

The home button was removed from the header and the header logo space has been adjusted.

How will this affect users?
The header will have a cleaner look.

ENHANCEMENT:  Export button on Ad-hoc Reports List
Reference #: 240809.337.5341

We have added an export button for the Ad-Hoc report page. 

How will this affect users?
This will allow users to export their reports to see high level information about their reports.

CORE SYSTEM
RESOLUTIONS

RESOLUTION: Report Custom Filters
Reference #: 240809.1203.13

Clients had reported that when selecting Custom Filter, it was creating a textbox filter for any field type, not just dropdowns. A fix was applied and custom filters should show as type relevant to the chosen field.

RESOLUTION: Search Engine Link on Quick Search
Reference #: 240809.1208.5200

Some users had noticed an issue with the link to the search engine from the quick search page. A fix was applied and that link should function as intended.

RESOLUTION:   Out of the Box Workflow Fields
Reference #: 240809.1203.5323

Clients had experienced issues using some out of the workflows related to fields on those workflows. A fix has been applied and the out of the box workflows should function as intended.

RESOLUTION:  Quick Search Preview
Reference #: 240809.1208.5312

Issue with Quick Search Previewer has been resolved. Now when using the search for a specific word or phrase in Quick search. Previewer in Quick Search will now display the highlights for the specific word or phrase found.

RESOLUTION:  Date Updated Field Not Updating
Reference #: 240809.932.5492

Issue involving the Date Updated Field not updating has been resolved. Now Date Updated field will update on any sub-table and calculated field changes as well

RESOLUTION:  Notes tables missing from "Workflow Applies to" dropdown
Reference #: 240809.349.5048

The Following Notes tables were missing in Applies to module for Workflows. Solicitation Notes, Purchase Order Notes, Vendor/Customers Notes, Employee Notes, Contract Request notes. These tables have been added as selectable options for creating workflows.

RESOLUTION: Error when approving future task
Reference #: 240809.1092.4971

An issue was discovered where an error message is triggered when a user attempts to approve a task before it's start date. This has been resolved.

RESOLUTION: Cobblestone Hierarchy issue
Reference #: 240809.1204.5183

A client ran into an issue with the Hierarchy sub-table found on the Contract Details page, where the previewer pop-up is missing the horizontal scroll bar. This has been resolved.

RESOLUTION: Internal Demo: Migration Script Issues
Reference #: 240809.1203.5242

Users had reported issues importing Data Migration Scripts. An update was applied and scripts should be able to be imported as expected.

RESOLUTION: Graphical Dashboard 'Button' Item Returning Error on Creation
Reference #: 240809.337.5309

A client had been unable to add buttons to their Graphical Dashboards. An update was made and Graphical Dashboards should function as expected.

RESOLUTION:  Unable to add Algorithm in VISDOM Configuration
Reference #: 240809.932.5572

A client was unable to add Algorithms in their VISDOM configuration. A fix was applied and algorithms should be able to be added as expected.

RESOLUTION:  Work Space Menu Items not Appearing as Intended
Reference #: 240809.1203.5204

If a user was assigned exclusively to a workspace other than the default core application workspace, they would see the correct work space name but not the correct menu items. A fix was applied and work spaces should display as expected.  

RESOLUTION: Survey Dropdown Response Overflow
Reference #: 240809.1092.5605

A client had found that survey questions with long dropdown answers would have that dropdown extend far off the page. A fix was applied to make the dropdowns behave as expected.

RESOLUTION:  Unable to add condition to field
Reference #: 240809.1203.5741

A client was experiencing issues when attempting to modify some of their custom Vendor Dropdown fields. A fix was applied and this field type should be able to be modified as expected.

RESOLUTION:  Expanding Sub Table Items Error
Reference #: 240809.1203.5774

A client found when viewing their Contract Request Report with a built-in sub-table for Request Notes, selecting the arrow on the left-hand side of the report to expand the sub-table triggered an application error. A fix was applied and expanding the Request Note subtable should work as expected.

RESOLUTION:  Search Contracts Manage Columns action not logged in Audit report
Reference #: 240809.1203.5790

A client was experiencing a concern with Removing fields from the Contract Search page using the Manage Column option. The fields that were removed were not logged in the Audit Log, however Fields that were added were logged. Logging was improved to track removed/deleted fields.

RESOLUTION:  Ad Hoc Report Sending to Deleted Users
Reference #: 240809.932.5809

Clients had noticed if a user was assigned to an ad-hoc report and set to relieve the emailed reports, they would continue to receive the email reports even if their employee record was deleted. A fix was applied and deleted users will no longer be sent emailed reports.

RESOLUTION:  Unable to Accept Requests 
Reference #: 240809.1203.5955

A client was not able to accept Request Records. An adjustment was made and Requests can be accepted as expected.

RESOLUTION: Term In Days Calculated field unable to change field group
Reference #: 240809.1203.5439

A client had an issue changing the field group of the field Term In Days. A fix was applied and this field should be able to be assigned to whatever desired field group.

RESOLUTION:  Alerts are not utilizing the created Notification Template
Reference #: 240809.1204.5868

When configuring a Notification Template for Request Notes an email would go out and the notification was not using the template configured for the workflow. This has been updated so the task skin once sent out will use the correct template.

RESOLUTION:  App Config Scheduler Manager - No Manage Action on Jobs
Reference #: 240809.337.5713

A manage button was added to individual task schedulers on the Manage Schedulers page

RESOLUTION:  Workflow Requests Conditions off of Status showing wrong values
Reference #: 240809.1203.6080

When setting a condition for Status on a Workflow made off of Requests it was showing additional Record Statuses instead of the Request Statuses. This has been adjusted as well as adding the ability to configure field updates for the Status field on a Workflow.

RESOLUTION:  D&B Buttons Appearing on Vendor Add When Dun & Bradstreet Connector Unlicensed
Reference #: 240809.1203.5720

The Buttons and Search Bar to Add a Company using our Dun & Bradstreet connector were showing when Adding a Company/Vendor record even when the connector was not licensed. A fix was applied the buttons will only appear when the connector is licensed.