|2456||New top navigation bar||Put all your most frequently visited tables at your fingertips with the new top nav bar, which places all
your navigation items in a convenient toolbar across the top of the screen. With the nav bar, you can
organize related tables and navigation items into groupings together, so they're all available on the
toolbar while you're working in one part of the system. For example, Contract Managers can configure a
Contract Management grouping that has everything they usually need, without cluttering the screen
with items they only need occasionally.
You can use the menu icon to switch between groupings or search for specific tables you want to open right away.
Converting the Left Pane to the Top Nav Bar
Setup for the top nav bar is very similar to the left pane, so you can convert your left pane configuration directly to the top nav bar, or at least use it as a foundation.
Once you've applied the new nav bar, try it out.
Set up your users for success by following these recommendations:
|2457||New Quick Search pane and table view||Quick Search has moved to its own pane, where you can easily see and control the search filters being
applied, and you can add or remove individual filters without needing to start over. Table views are now
more responsive and flexible, allowing you to drag and drop columns in your preferred order, and saved
searches are now featured right under the table name, where you can click to switch to another search.
You can also click and drag to resize columns. To maximize screen space, action bars can now be
right-aligned in line with other text instead of taking up a horizontal row at the top of the table.
Enabling the New Features
To use the new table view and Quick Search, you need to enable both the new top nav bar and the new table view.
Using the New Quick Search
The Quick Search pane includes a text search box and up to four default filters. Default filters are configurable in the View, but when you upgrade your system, the system automatically selects the first four display fields in the View to use as default filters. ID, Text, and Attached File fields are not automatically selected for Quick Search. For personal views, no default filters are applied.
Try out these features in the new Quick Search pane:
When you go to a table, notice that columns are now automatically sized to use the whole width of the screen, and avoid horizontal scrolling whenever possible.
Try out these features in the new table view:
To reflect these new features, there are several new configuration options:
Help your users get the most out of the new features by following these recommendations:
|2470||Global search improvements||Global search has gotten much more powerful and flexible, with a new drop-down option to search a
specific table, collated results by table when you search the whole KB, and the new Quick Search pane
to further filter the records found by the search.
Using the New Global Search
Try out the new global search for yourself:
Train users on the new features and how to navigate between Top Results and the results in specific tables.
|2454||Extend Quick Search results with synonym dictionaries||New synonym dictionary support makes it easier for users to find all the records they're looking for,
even when the records use different terms or phrases. For example, you could add "GDPR" as a synonym
of "General Data Protection Regulation" to make sure all relevant contracts show up in search results for
the acronym GDPR, or link "indemnification" with "limits of liability" so that users find all related records
when they look for either term.
Synonyms are organized into three dictionaries, so admins can categorize terms and users can select only the dictionaries they want to use for a given search. To use synonyms with your KB, you'll need to add terms to the dictionaries, and teach users to select the Synonym checkbox if they want to include synonyms in a Quick Search.
For more details on setting up and using synonyms in your system, see Synonym Dictionaries.
|2458||Updated record forms||As part of the updates to the navigation menu, table view, and Quick Search, Agiloft record forms have
also been freshened up with a new look. There are only a few functional changes:
The Look and Feel wizard has also been updated with corresponding options for these updates, including Graphical Status Displays.
|2469||Roll out the new UI one team at a time||
When you upgrade to Release 22, none of the new UI changes are applied automatically. Instead, you can manage the rollout of the UI changes to your users by enabling the updates for individual teams.
Overriding Personalized Navigation Menus
Because the new UI requires turning on both the top navigation menu in Navigation Menu Setup and the new table view in Power User Interface schemes, edit all your active schemes first and turn on the new table view. Then, when you set a navigation menu configuration to the top nav bar, the new UI appears for teams assigned to that configuration menu.
If you use only a few navigation menus that are shared by all your users, consider making a copy for yourself so you can test the new UI before rolling it out, or making a copy and gradually transitioning each team from the old one to the new one. This way, you can test the UI and adjust the nav bar modules and table views if necessary, and you can train each team before you apply the changes to them.
If necessary, you can also apply the new nav bar without applying the rest of the UI changes. To do so, set the Navigation Menu Location to Top for the team, but don't set Use New GUI to Yes in the team's Look and Feel.
|2514||Added "overlap" search filters for Multi-choice fields||
Quick Search filters on Multi-choice fields now include overlap conditions to offer more intuitive filtering. Select "overlaps with items in" or "does not overlap with items in" to use the new filters. If you select "overlaps with items in," the criterion finds records where the field contains at least one of the values listed; if you select "does not overlap with items in," the criterion finds records where the field does not contain any of the values listed.
|2471||Easily maximize modal windows||
All modal dialog windows now include a button to maximize or restore them. Click the maximize button to easily expand the modal to fill the available space, or click restore on a maximized modal to shrink it to its default size.
Modals also now support resizing from all four corners.
|2453||Internet Explorer 11 support||
Internet Explorer 11 (IE11) is still supported, but isn't compatible with some of the new UI elements introduced in this release. Notably, IE11 is not supported for the new Quick Search pane, or the updated table view that offers drag-and-drop columns adjustment.
If you need to use IE11, you can disable these new UI features until you can move to another browser. To do so, go to the Setup gear icon in the top-right corner > Look and Feel > Power User Interface, edit the current scheme, and set Use New GUI to No on the Global tab.
|2483||Modify signing order, attached documents, and more in Adobe Sign previews||
This idea came from you!
Easily and clearly control your Adobe Sign agreements using new preview options, directly from your Agiloft system. Preview now lets you review and edit the current recipient list, message contents, and ordered file list before sending. You can even add password protection, adjust the reminder schedule, and select a language for the recipients. These options now appear when you click Preview/Sign from an Adobe Sign agreement.
First, review the Recipients section to see exactly how your Agiloft signing order translates in Adobe Sign. For example, if you dynamically set the signing order in Agiloft, the system automatically cleans up the list so that Adobe Sign receives only the recipients who are actually assigned to this envelope. You can drag the items in the list into a different order, or click the number or email address to adjust as needed.
Then, review the message and attached files, and set any additional options. You can even rearrange the order of the attached files to control how they are presented to recipients, and add more files if necessary. If you add files here, they aren't pushed back to Agiloft with the original attachments, but they are included in the final signed combination file.