December 2023

Repository Enhancements

Introducing Custom Dashboards!

We’re thrilled to announce the launch of Dashboards feature - your window into easily visualizing and unlocking insights.

With intuitive, interactive pivot charts and grids, you can instantly slice and dice your data from new angles previously hidden from view. See connections, trends, and opportunities you never realized existed. The Dashboard capability is available inside the Pramata Platform (at an individual Account level OR across accounts at the Portfolio level) as well as in our CRM plug-in.

The User Management Module has also been updated to include a new “Dashboard Permissions” section which allows you to determine who can serve as Dashboard Administrators. Administrators can set the default views of each Dashboard to consistently showcase the most relevant, actionable data points for all users.

Note: To learn more about how to configure this new capability, reach out to your Customer Success Manager.

Reporting Gets Smarter: Report on the Non-Presence of a Term

Never again wonder what key terms or clauses may be absent in your contracts. Our enhanced reporting capabilities now uncover missing details across contracts that previously stayed hidden. For the first time, easily analyze and compare contracts by what clauses do NOT appear. Spot potential compliance gaps, risks, and revenue opportunities instantly based on the absence of specific terms or language.

Export User Details from Usage Insights

Previously in the Summary page of Usage Insights, you could see a graph of the usage patterns, but there was no ability to export the data behind the graphs. With this release, we are now enabling an Export option so you can quickly analyze which users logged in!

Document Archiving

You can now archive documents that have already been processed by moving them to the “Out-of-Scope” category. To do this, Admins must go to Admin Console → Document Management → Documents In-Scope → Complete, select the document(s) they want to archive, and then take the action to move them Out-of-Scope. By taking this action, the documents as well as the associated data will be unpublished and no longer visible to end-users in the Repository. Admins will continue to see the original PDF of any archived files in Document Management under Out-of-Scope as well as any data that was originally sent along with the file.

Note that a document linked to a parent document (such as a Master Agreement) cannot be archived at this time and this functionality is only limited to standalone documents.

Pre-Signature Enhancements

NEW! Microsoft Office 365 (Word) Integration

Say goodbye to the contract collaboration chaos. We’ve partnered with Microsoft Office 365, marrying contracts and documents in one unified hub.

Now you can create and co-author the latest contract drafts directly within Office 365 and connect those draft versions to your Pramata Contract Requests. Tag team members in Office through mentions or via the platform for instant notifications as work progresses.

Watch contracts and crucial documents move in lockstep with an always up-to-date paper trail of draft versions within a single system. Securely reference MS Office 365 files when obtaining Approvals or adding Comments without pesky back-and-forth email attachments.

Office 365 integration means you and critical stakeholders can simultaneously flag sections and propose tweaks. Redlining gets a productivity boost, keeping all changes organized in context instead of a confusing tangle of messy drafts.

Office 365 plus the Pramata platform is your new 2-in-1 power tool for efficient, mistake-proof document creation from start to finish. Collaboration on contracts now becomes faster and easier so deals close faster.

Issues Fixed

Issues	Fix
Repository
Uploads Module: Certain file formats that were uploaded to our system were mostly Out-of-scope documents.	The Uploads module will no longer accept files in formats like "efx," "efax," "xps," "oft," "bmp," "eml," "dotx," and "xlk," and the tooltip information has been updated accordingly.
Admin Console > Usage Insights: Earlier the data sync date displayed in the UI would not match the chart date.	The last refreshed date now matches the chart date in the UI. Additionally, you will see an updated message displaying “Usage data last refreshed on MMM dd, yyyy” for clarity.
User Management > Profiles: Unable to remove Permission Criteria since the remove icon is not visible.	The issue is now fixed.
User Management > Profiles: Reporting module was not enabled by default and when enabled, both “Read“ and “Read & Write” options were auto selected.	The issue is now fixed, where in the Reporting module is enabled by default with “Read” only auto selected.
Reporting > Reports > Export Clause Text: In the exported report, the extracted text would not be aligned in one paragraph or column.	We now automatically connect the next paragraph from the next page/column if the extracted text is less than 10 words.
Document Family: Contract Status filter was not working as expected in the grid.	The issue is now fixed.
Document Family: Column filters were not working when there were pipe separated values.	Column filters are now working as expected.
The Digital Snapshots in the Pramata Platform were blurry or unclear.	The issue is now fixed.
Pre-Signature
Contract Request > Settings > Status Configuration: Changing standard workflow names would make it hard to track the status easily.	Removed the ability to edit the following standard workflow names, Waiting for Approval, Contract Accepted, and Contract Rejected.
Contract Request > Open Requests: Not able to set column preferences in Contract Request.	The issue is now fixed.
Contract Request > Manage Conditions & Mapping: When the select box is mapped to more than one token in template, only the token which is mapped first getting replaced in generated draft	The issue is now fixed.
Contract Request > Manage Conditions & Mapping: System displays an error when using a radio button field in a template.	The issue is now fixed.
Contract Request > Templates: Auto-generation fails when template name has special characters.	The system does not allow contract template name with special characters.
Contract Request > Settings > Contract Request Form Setup > Data Settings: The ‘Data’ tab displayed an invalid component called 'Secret Validation'.	The component is now removed.
Contract Request > Settings > Contract Request Form Setup > Data Settings: In the 'Data' tab, the check box, ‘Clear Value when Hidden’ is auto selected for newly added form component.	The ‘Clear Value when Hidden’ check box is now cleared for all form components.
Contract Request > New Request: In the Account field, while adding a new account name, the system wrongly selects an existing account instead of adding a new entry.	The issue is now fixed.
Contract Request > Queue > New Request: In a form if a mandatory field was left blank, the system is stuck and displays a loading sign, preventing further progress.	The issue is now fixed.

Issues Fixed (Patch Fix Applied on November 16th, 2023)

Issues	Fix
Multiple users created with the same email address.	The issue is now fixed.
For existing SSO users, the system assigned default role and profile upon login. This suggests that the original role and profile associated with these users were overridden during the login process.	The issue is now fixed.
Contract Request: Unable to submit a request when the fields are auto-populated.	The issue is now fixed.
Reporting > Reports: When trying to add more information by selecting a field from the list, the sub-options within that field weren't being chosen. Similarly, there was a problem when trying to unselect an option; it wasn't working as expected.	The issue is now fixed.
Reporting > Reports > Term Report: A saved term report was not loading.	The issue is now fixed.

Issues Fixed (Patch Fix Applied on November 23rd, 2023)

Issues	Fix
User Management: Slowness observed while loading the page.	The issue is now fixed.