Feature reference # | Feature name | Release Notes |
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Almirah/Other Names to become "DMS" | From 2023.4, the official product name will be "Perspective Document Management System (DMS)", or "DMS" for short. Any references to "Almirah"have been changed. |
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Visibility of eSign Credit Consumption | You can now view how your eSign credits have been used. From the eSign Monitor page click on the Available eSign Credits link. You will then be taken to the eSign Credit History page. Note A document will be automatically cancelled if a new version of the document is added to DMS before the previous version had been signed. |
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eSign Monitor Changes | The Workflow Stage selector has been changed from a dropdown selection into check boxes that can be more easily selected/changed when searching. |
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Related Object Reference | When adding a document, after the related object is selected/confirmed, the details of the selected object are shown, including: its reference, name, and description. |
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DMS Notification Changes | The DMS Notification email template has been updated, with additional info included:
These two new fields included are shown in bold to draw the user's attention to this important info |
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Check Out Review / Path Mandatory | When "Check In/Out" is enabled for a licensee, the Check Out path is now mandatory for all structures, even if you don't want to allow check out for a given structure. |
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Browse Documents Add Action | When the object you were browsing did not have any documents the it did not show the object/project name or give you the Add Document action button. This issue has been resolved. |
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Archived Type/Structure Effect on Search | There was am issue when searching/seeing Active documents when the document's type and/or structure has been archived. This issue has been resolved ensuring active documents can be seen at all times |
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Docs - Document Download Page | More detailed information on the Document Download option is now available |
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Additional action button for viewing a document | There is a new action button for viewing a document which will open it in a new tab. |