Documents V2 in the Data & Documents Task
Introduction of the Documents V2 functionality to the Data & Documents Task . Aligns the document upload functionality in the Data & Documents task with the Documents V2 task.
Introduction of the Documents V2 functionality to the Data & Documents Task . Aligns the document upload functionality in the Data & Documents task with the Documents V2 task.
Introduction of the Documents V2 functionality to the Data & Documents Task . Aligns the document upload functionality in the Data & Documents task with the Documents V2 task.
User Guide Reference: Document Management->Document Management V2->Configuring Document Management V2 Document Management->Using Intelligent Document Processing->Configuring Intelligent Document Processing
Introduction of a configuration option to allow up to two additional columns to display in the "Documents" component in the Overview tab and the "Documents" tab in the Entity Profile. The Document Metadata data group provides the choice for the additional columns. To facilitate this there has been a change to the way Entity Profile is utilised within Configuration Exchange.
Introduction of a configuration option to enable the Documents V2 modal functionality when uploading documents via the "Documents" component in the Overview tab and the "Documents" tab in the Entity Profile. To facilitate this there has been a change to the way Entity Profile is utilised within Configuration Exchange.
Set conditionality to filter the content that will appear on a generated document.
Enhance the Products Data Source, so that Related Parties of Products can be generated.
Control layout options such as page layout (Portrait/Landscape), Format and Scaling.
Create Custom Templates in a no-code design space, removing the need for technical HTML coding knowledge when designing templates.
Supergraph schema extended to support two new sets of data...
We released Product Risk Assessment in May of this year. The feature will assess the risk of products that were added/updated in the current journey. Some clients also want to included 'Onboarded' products in Product Risk Assessment so that migrated products can be assessed for the first time or previously assessed products to be reassessed against the latest configuration. Verified data is never directly changed, so we need to bring onboarded products into review in order for them to be assessed. We're introducing the 'Create Onboarded Product Drafts' Service task to automate the effort to include these products in the scope of a Product Risk Assessment. The task will only open drafts for Onboarded products that are Owned by the root entity and can be further configured with a Product Scoping Rule for scenarios where only a subset of onboarded products need to be re-assessed.