New permission allowing users to link or reuse existing documents without requirement document management create permissions

User Guide Reference: Permissions Catalogue

Ability to create and view Virtual Documents (fileless) in Document Management

• User Guide Reference:Virtual Documents User Guide

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.