May 2024

Repository Enhancements

Analytics Reorganized: Explore Data with Ease

We've reorganized our Analytics module to provide you with a superior data exploration experience. Now organized into three intuitive tabs - Repository Insights, Recently Signed Contracts, and Upcoming Renewals/Expirations.

Additionally, we've introduced powerful date filters, such as “Effective Date” and “End Date”, empowering you to analyze data from precise timeframes.

Expanded Contract Data Editing Capabilities

In our continuous pursuit to empower you with greater flexibility, we've enhanced the Pramata Platform contract data editor.

Customers Admins can now effortlessly edit data for the following terms:

• Business Segment
• Doc Imported Metadata
• External Account Mapping

Important Notes:

1. These 3 terms can be edited across all documents, including Amendments.
2. Remember that these terms can drive security and what documents are visible for a particular user, either within the Pramata Platform or CRM. Therefore, please always remember to exercise caution when updating values.

Learn more on Contract Editor here.

New Data Available in Document Management Module

Get ready for an upgraded Document Management experience! With this release, “Business Segment” and “External Account Mapping” can be added as column(s) into your views. Admins, for example, will now quickly be able to see which documents are lacking a mapping to a CRM Account and / or Business Segment value.

If a contract has multiple values for Business Segment or External Account Mapping, then the values will be presented in a comma-separated list.

Pre-Signature Enhancements

Upgrade Your Queue Experience with Custom Columns

Tailor your Queue to display the information that matters most to you with our latest feature: add custom columns in your Open and Closed Request Queues.

Do you have a custom field on your request form's first page that you've always wanted to see in your Queue? Now you can! Simply head to the Queue, select the fields you want to add as columns, and experience a Queue that's tailored to your unique scenario.

Whether you want to prioritize requests based on custom fields like department, deal size, or specific contract types, custom columns put that power at your fingertips. The best part? Any field on the first page of your request form is fair game.

Personalize Queue with Our New “Save Preference” Feature

Tired of reapplying filters and column settings every time you log into your Queue? With our new Save Preference feature, your customized Queue settings will be waiting for you whenever you log in.

Simply set up your Queue with your preferred filters and columns, save your preferences, and let our system remember them for you. No more wasted time resetting your Queue – jump right back in every day with ease.

Surfacing Action Icons: Faster Access to Key Features

We've heard you! Based on your feedback, we've redesigned the action buttons in "Doc Versions & Attachments" to make them more accessible and intuitive. Now, all actions are conveniently visible, just a click away.

• Upload a New Version
• View Version History
• Delete a Draft
• Copy Document to Contract Drafts

With this enhancement, you'll be able to access key features more quickly and easily, saving you time and streamlining your workflow. We hope you enjoy this improved user experience!

Contextual Email Reply Experience

Say goodbye to toggling between screens and hello to streamlined communication!

We've enhanced the reply screen in your Email for Contract Requests, empowering users with context and clarity. Now, when composing a reply, effortlessly view the original comment from the initial email. Additionally, attachments and embedded content are seamlessly displayed for a comprehensive response helping you use your time more efficiently.

Issues Fixed

Issues	Fix
Repository
Alerts: Pop-up window would display a drop-down menu unnecessarily when only one option is available for selection.	The pop-up menu displays the option directly instead of showing a drop-down menu.
Accounts: On the Accounts page, when the number of Related Accounts exceeded a certain limit (around 20 or 30), users were unable to view the complete list of related accounts due to the limited screen height.	Introduced a scrollable container for the Related Accounts section to allow viewing all related accounts when their count exceeds the screen height limit.
Admin Console > Usage Insights: The Product Usage details were displaying incorrect data and providing the wrong information to users.	The issue is now fixed.
Pre-Signature
Templates > Manage conditions & mapping > Conditional Logic tab: When Currency and Check box are added as fields in the Conditional Logic tab, the same would not be displayed in the downloaded template or auto-generated template even after values are entered in the form.	The issue is now fixed.
Contract Requests > Settings > Auto Assignment Rule: Admin users were unable to create the auto assignment rule based on the Submitter of Request field within form Fields.	The Fields menu list has been enhanced to include 'Submitted By' as a new selectable value, enabling Admin users to create auto assignment rules based on the Submitter of the Request.
Contract Requests > Settings > Auto Assignment Rule: When configuring Auto Assignment Rules, if there are two Fields with the same name from different pages, Admin users could not distinguish where the field values are coming from.	In the Fields menu list, page names are now included alongside the field values to indicate which page each value originates from.
Contract Request > Doc Versions & Attachments: Files downloaded from Office 365 were failing to upload, and the system was throwing an error.	The issue with uploading Office 365 files in the Doc Versions & Attachments section has been resolved.
Contract Request > Email Notification: The action buttons (Approve, Deny, Reply, and View Request) were not displaying in the email notification, preventing users from taking any action directly from their email.	The issue is now fixed.

Issues Fixed (Patch Fix Applied on April 25th & 29th)

Issues	Fix
Accounts: The newly added Business Segments columns were not visible in the Accounts table.	The issue is now fixed.
Document Summary: The Contracted Products overview section would not display all data.	The issue is now fixed.

Issues Fixed (Patch Fix Applied on April 5th)

Issues	Fix
The MFA login flow's "Remember the device for 30 days" option was not working as expected, requiring a verification code even after browser relaunch.	We have fixed the bug and "Remember this device for 30 days" works in the same browser where the flag is checked. For proper functionality the “Allow third parties cookie” flag in browser settings should be enabled.
User Management: When users attempted to modify their details, it caused an issue with the Multi-Factor Authentication (MFA) login flow, preventing them from logging in successfully due to an error thrown by the system.	The issue is now fixed.
Contract Requests > Dynamic Contract Generation via Template: Effective Date & Account Name was not populating in the auto-generated template even after values entered in the form.	The issue is now fixed.