IM2-I812 - New Security Group of 'Contract Assigned Users' has been created. When selected, only the People assigned to a Contract can view/edit the Contract, this allows the People linked to the Contract to be updated and the Security Group will automatically update to reflect, please refer to this article for more details:
IM2-I911 - 'Role' and 'Creator' Placeholder buttons removed. Previously we had separate buttons to display and select 'Role' placeholders i.e. Contract Manager to certain records instead of specific named People, for example when creating a new Alert. These buttons have been removed. All 'Roles' and the 'Creator' placeholders will now appear in the relevant 'Linked People' drop down list. All Roles are displayed at the top of the list followed by People as normal. The search can be used to find the relevant value.
Judy Weeks
New Feature - Replace a Person - allows you to remove a Person or User from all records throughout the account and replace with another, please refer to this article here for more details: https://support.intelligentcontract.com/support/solutions/articles/22000271678-replace-a-person
IM2-I812 - New Security Group of 'Contract Assigned Users' has been created. When selected, only the People assigned to a Contract can view/edit the Contract, this allows the People linked to the Contract to be updated and the Security Group will automatically update to reflect, please refer to this article for more details:
https://support.intelligentcontract.com/support/solutions/articles/22000265986-creating-a-new-security-group
IM2-I917 - Virus Scan introduced for documents uploaded to an account, please refer to this article for more details:
https://support.intelligentcontract.com/support/solutions/articles/22000271972-anti-virus-software
IM2-I911 - 'Role' and 'Creator' Placeholder buttons removed. Previously we had separate buttons to display and select 'Role' placeholders i.e. Contract Manager to certain records instead of specific named People, for example when creating a new Alert. These buttons have been removed. All 'Roles' and the 'Creator' placeholders will now appear in the relevant 'Linked People' drop down list. All Roles are displayed at the top of the list followed by People as normal. The search can be used to find the relevant value.
IM2-I890 - Update to Contract Value - The Value option of the 'Summary' has been revised and updated for all Contract Terms, please refer to this article for more details: https://support.intelligentcontract.com/support/solutions/articles/22000203796-contract-value
IM2-I941 -Manage Sessions enhancement - Rather than preventing logins for all Users , you can now specify the Type of Users that can be prevented for logging into your account, please refer to this article for more details: https://support.intelligentcontract.com/support/solutions/articles/22000217809-managing-user-sessions
IM2-I928 - Reporting - Update to how Contract Values can be Reported, options have now been adjusted for new Reports to select a Contracts Annual Summary value, please refer to this article for more details:
https://support.intelligentcontract.com/support/solutions/articles/22000272363-reporting-values