Documents and Attachments
Release 24.10
Finalizing Bluebeam Sessions
Two new options are added to Bluebeam and business process logs: Finalize and Revise original file and Revise original file. These options allow you to include the file as a revision to the file being reviewed.
Improved E-Signature Integration
Use envelopes in DocuSign or Adobe eSign to group multiple documents into a single file for signing. When the documents included in an envelope are returned to Unifier, they are consolidated into a single PDF.
Release 24.5
Reference URL Field for Document Manager
Added the hyperlink data element 'Reference URL' to folder and document properties.
Release 24.4
PDFTron as New Document Viewer
Files of the following types can now be opened with PDFTron: pdf, doc, docx, docm, dot, dotx, dotm, xls, xlsx, xlsm, xlt, xltm, ppt, pptx, pptm, pot, potm, pps, jpg, png, jfif, and tif.
Capabilities include adding notes, highlights, and free text shapes, with font and color options.
Attachments include Date/Time of Upload
A new column titled Upload Date is included in the Attachments tabs of a business process log, a business process upper form, a business process detail form, and a Sheets log. This date only shows the latest revised version of the document.
Auto-Generate Document Manager Formulas and Sequence Values
You can now automatically generate formulas and sequence values in the Document Manager
- After importing the Document Structure and Properties, or
- After publishing a document from a business process.
Last Published Monday, December 23, 2024