Repository Enhancements
Introducing Dynamic Date Filters in Reporting
We are excited to announce a major improvement to date-based filters in our Reporting module & CRM Expiration Dashboard. Previously, date filters were static, requiring manual adjustment each time a report was run in order to view the most up-to-date data.
In this release, we have introduced dynamic relative date filters that automatically adjust based on the current date. For example, you can now select "Next 90 Days" as your date filter, and the report will always show data for the 90 day period following the date the report is run.
This makes keeping up with key reports much easier. For instance, your renewal reports can now always reflect contracts renewing in the next 90 days automatically. No more manual date adjustments needed!
Importantly, while we have added these new dynamic filters, you can still use custom static date filters to specify exactly the date range you want to analyze. So if you need to compare data across the same date range over time, you still have full control to set a specific start and end date.
Date Filters in Reports
Date Filters in Expiration Dashboard
Enhancement in Shared Reports
New Badge Added to Highlight Recently Shared Report
Now, spotting the latest shared reports from your team member just got easier! We have added a 'New' badge that is displayed against the recently shared report names on the homepage of the Reports module. This badge will be visible for 7 days, making it easy for you to identify and stay up-to-date with the latest contributions from your team members.
Share Reports with All Users
Now, sharing contract insights with your team just got easier! Instead of selecting specific users or profiles one by one, you can now effortlessly send reports to All Users in your team with just a few clicks and enjoy streamlined collaboration across your organization.
Filter Documents by Effective Date in Document Management
Now, in our Document Management system, we've enhanced the filtering capabilities to empower Admins to easily manage documents by their Effective Date. For instance, if you need to de-scope a batch of documents, you can swiftly identify older documents by their Effective Date and put them out of scope with precision.
This enhancement streamlines the document management process, saving time and effort while ensuring that your document repository remains up-to-date and relevant to your current needs.
Pre-Signature Enhancements
Edit Submitted Forms
Have you ever had a request come in where the Requestor forgot to enter some critical information into the Request? Well, now you can do something about it! Assignees of a Request or an Admin have the option to edit a submitted form to make some corrections or provide additional information. Additionally, relevant stakeholders will receive notification when edits are made to the submitted form.
Learn more here.
Expand Text Area for Full Content Viewing
We have made it simpler for you to see the complete information in the Contract Request Details tab. Now, with just one click, you can easily expand the tab and view the full content. This improvement is designed to enhance your user experience, making it more convenient for you to understand and access any truncated text in the contract details.
Issues Fixed
| Issues | Fix |
| Repository | |
| Reporting > Reports > Share Reports: Inconsistency with labeling | Issue is now fixed. |
| Reporting > Reports > Find Contracts by any Term: The downloaded report is reflecting incorrect data when using the ‘Without Term’ option. | Issue is now fixed. |
| Accounts > Related Accounts: The list of related accounts was not in alphabetical order, which made it difficult to find specific account names, especially when there were many accounts listed. | Issue is now fixed to show the related accounts list in alphabetical order. |
| Templates: The version history for Templates was not displayed. | Issue is now fixed. |
| Document Family > Notes: Unable to add notes against a contract or at the account level. | Issue is now fixed. |
| Document Family: In the document hierarchy, the order of Amendments was incorrect when the Amendments had same effective date. | The issue is fixed wherein the document sorting is now based on Effective Date and Pramata Number. |
| Admin Console > Document Management: Admins have been presuming that any documents split within the system are automatically relegated to the "Deleted" category, due to their classification process. | The ‘Deleted’ category is now renamed as 'Splitted'. |
| Admin Console > Document Management: Users were unable to move documents out-of-scope. | Issue is now fixed. |
| Amendment documents were incorrectly integrated into Reports and Renewal Alerts, making them visible even though they should remain hidden. | To resolve this issue, we removed End Date for all Amendment documents. |
| Pre-Signature |
|
| Contract Request > Queue > Select a Contract Request: Closing a request was confusing because the options in the pop-up message were unclear, making it hard for users to pick one. |
Updated the options making it easier to choose what you want to do: “Yes - Send to Repository” is now “Yes - Upload to Repository”. “Yes - eSigned / in Repository” is now “Yes - Link to Existing Contract in Repository”. |
Issues Fixed (Patch Fix Applied on February 26th, 2024)
| Issues | Fix |
| Reporting > Analytics: Column filters were not working as expected. When users chose 'Blank' as the filter option, it would display incorrect values. | Issue is now fixed. |
| Reporting > Analytics: Large datasets cause the Total Contract Report to generate blank outputs, impacting usability. | Issue is now fixed. |