Release Notes up to 2023-05-15 Contract Management Sprint 63

New + Improved

These releases contain new features, improvements and bug fixes.

New preference added for FastDraft notifications

We have added additional functionality to control the level of emails a user receives from FastDraft. Users can now opt out of receiving email notifications for notices or replies that they have personally communicated. This will ensure they are only receiving notifications for items they are not aware of. Users can set this by clicking on their name in the top right of the screen and selecting preferences and updating their record. This is at system level so will affect all the contracts the user is assigned to.

Please be aware - if you have already set your Disable email notifications (which again is at system level) to YES, then setting this new reference to YES will not be activated.

If you are named on the Contract Dashboard as a lead user the Disable toggle will not work - you will still receive notifications for that contract as we are contractually obliged to notify. However, if as a lead, you set both toggles to Yes - you will be able to block out receiving emails you have communicated.

Preferences

New Document tagging ^^

We have added the ability to use tags on the Document Register (Under Contract Information). This may prove useful, for example, to show a document as being archived/replaced as currently the status cannot be updated. The tags are added in the usual way - see below - and can be viewed on the Document Register when added to a document.

Doc Tags

New Deemed Acceptance Functionality

We have added the deemed acceptance of a compensation event. Look out for our support article coming soon.

Improved Aggregate Reports

We have added more information from the Payment workflows to be visible and shown within the Aggregate reports.

Improved Financial Limits functionality

We have added a toggle to cater for Financial Limits at Contract level - it can be turned on or off on the Contract /overview page. Financial limits capability needs already to be switched on

fin limits toggle

Updated email recipients

We have changed the page layout for managing email recipients, to match the recently updated contract user forms

*Bug fixes

We have corrected a number of defects, raised by our customers, or spotted internally.

  • Aggregate Reports was not running correctly for Project Certificates ^^
  • Aggregate Reports - Asset Details should now only be enabled for customers with Assets on their instance. Also, when enabled, the Asset register will now appear on the aggregate reports ^^

Internal maintenance and upgrades

The Dev team have been updating some UI Auth forms from Formik to Devexpress forms to keep consistency with previous developments. This does not affect the customer experience **

A new schedules task has been created to run weekly and truncate the CSRF-Token table records as we do not need to keep these records for any length of time. **

Notes

  • ^^ Items marked with a double up arrow require specific permissions or subscription types before they are available.
  • ** Items marked with a double asterisk will provide improved scalability, performance and reliability for the platform and will be rolled out in the near future.