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March 2023

 

Introducing New Document Management Module

With this release, Customer Admins can navigate to the Document Management module from a new space in Voyager NG called Admin Console and check the status of documents transferred to Pramata from all intake sources. Additionally, Admin users have the ability to replace documents with issues, move documents out of scope and so on.

For more details on how to get access to Admin Console and actions you can take on Document Management, refer here.

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Prevent Multiple Concurrent User Sessions

We have enhanced security on the Pramata platform to prevent multiple logins on different browsers or sessions. A pop up is displayed to indicate that your session is active on another browser.

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View Title and Department details for CRM Users

Voyager auto captures / updates the “Title” and “Department” on first and subsequent logins when a user accesses any Pramata applications on Salesforce.

To update your Salesforce Configuration and map the user with Title and Department in your Salesforce, refer here or reach out to your Customer Success Manager.

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Minor Changes in the Contract Summary page

We have made some minor changes to the “Amended” badge:

  • The “Amended” badge is renamed to History.

  • The “Amended History” tool tip is renamed to Change History.

  • The “Amended History” pop-up sub-heading is renamed to Change History.

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Issues Fixed

Issues Fix
Unable to add a new folder in the Templates Module. The issue is now fixed.
The Amended badge does not show history data post a migration. The Amended badge now renamed as “History” will show all the history data post migration.