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2716 | Easily view .docx and PDF files directly in Agiloft | >Previously, to view files stored in records, you needed to download the file and then open it in a supported
application outside of Agiloft, such as Microsoft Word. Now, with the new document viewer feature, you can view PDFs open with a single click, while .docx files still offer a choice
between viewing and editing. Clicking View File now opens the file directly in the document viewer, while clicking
Edit and Checkout still requires a full word processing tool. The document viewer is easy to use, and viewing files directly in Agiloft helps you enjoy a more
streamlined workflow without needing to bounce between multiple programs to accomplish simple tasks. It also
provides a more secure viewing experience, a helpful text search, and a convenient way to download or print the
document. To move the viewer to a new tab, simply click the pop-out icon. If you prefer to always open it in a new
tab, go to User Menu > Preferences > General Preferences and select the option to open the
doc viewer in a new browser tab. As part of this change, the Open PDF in Browser global variable is no longer needed, and has been deprecated.
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2720 | Updated UI now extended to embedded tables and EUI tables | All tables found in the EUI, as well as all embedded tables, now enjoy the same improvements that were
introduced with the new UI.
This change
is automatic upon upgrade, and doesn't require any action from you. However, you might want to make some
adjustments to the EUI to remove the old search bar. You can do this in about 15 minutes, but we recommend
doing it outside of business hours. To remove the old search bar:
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2714 | Introducing ConvoAI, with Geniusâ„¢ powered by Cognizer | ConvoAI is a document search feature for Agiloft that is enriched by the AI of Geniusâ„¢ powered by Cognizer. You can use ConvoAI to quickly find valuable information in your KB's database of contract documents.
To use ConvoAI, simply enter a question into the global search bar of a KB or a chat in Microsoft Teams, and
ConvoAI will answer. ConvoAI can handle all kinds of inquiries, ranging from a simple and direct "Show all
contracts" to questions that dig into the details of a contract, like "What is the notice period to terminate for
convenience in the agreement with Cerulean Energy Inc.?" In response, ConvoAI lists how many
records fit your criteria, either in the table view of your KB or as a chat in Teams. In Teams, only the first three
records are shown, but you can click to open the full list in your KB. Each record is also assigned a confidence score
- high, medium, or low - that indicates how sure Geniusâ„¢ is that the record is relevant. You can even ask up to ten
follow-up questions! ConvoAI is available for early adopters who are interested in trying it out and
providing feedback. To be eligible, you must be on U.S.-based shared servers, and you must enable the new UI if
you haven't already. If you're interested, fill out the sign-up form here.
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2726 | Exported files now organized into folders | Exporting records that have attached files can involve a lot of documents to sift through. To make this process
easier, these documents can now be automatically organized in folders according to record ID. You can optionally
organize them further by selecting a Choice field or linked Choice field to group related records together.
For example, you might select the Record Type to group the records together with similar types of contracts, or
you might select Status to group the records according to where they are in the contract lifecycle. To organize your records into folders, select the records and click Export. On the Options tab, after you set
"Include attached files" to Yes, set "Export files to folders" to Yes. If you want to organize the record folders, use
"Store files in folders named after a list field value" to select a Choice field. This categorizes the record folders
according to the value selected in that Choice field.
For more information about exports, see Exporting Record Data.
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2802 | Updates to hotlink login page | When you click a hotlink to open Agiloft, the login screen now offers a Remember Me checkbox to automatically fill the Username field. To make access even simpler, if you log in with Single Sign-on once, future email hotlinks will automatically be sent as SSO hotlinks so you can skip the login page entirely. In KBs that don't have SSO enabled at all, the login page no longer offers a button to use SSO to authenticate. |
2803 | UI improvements for table view dashboard widgets | Table widgets for dashboards now use the same responsive layout, updated action bar, and improved quick
search that were added to tables elsewhere in the system. |
2794 | New formula function isWorkingTime | New formula function isWorkingTime makes it easy to incorporate teams' working hours into formulas, templates, and calculations in your system. The new function accepts the team name and then the date and time in question, and returns True if the specified time is within that team's working hours, and False if it is not. |
ID | Summary | Resolution |
---|---|---|
2747 | Fixed an issue with background services | Fixed an issue where certain services stopped running when errors occurred in rule execution. Now, this does not
affect these services. |
2781 | Fixed an unclear error message | Fixed an issue where using Create and Preview on a DocuSign envelope that exceeded DocuSign's 25MB file limit
resulted in an unclear error message. |
2775 | Fixed an issue with multiple DocuSign accounts | Fixed an issue where utilizing multiple DocuSign integrations caused status updates to be missed when an admin
made edits in one of the integration accounts. |
2771 | Fixed an issue with DocuSign signers | Fixed an issue where signers who declined a DocuSign envelope were not consistently captured with their
Declined Reason and Timestamp. |
2770 | Fixed an issue with inactivity timeout | Fixed an issue that prevented some users from being automatically logged out due to inactivity. |
2761 | Fixed an issue with exporting email templates | Fixed an issue with exporting email templates while "Convert HTML/XML in text fields to plain text" is enabled. |
2760 | Fixed an issue with linked field sets | Fixed an issue where adding a new field to an existing linked field set and changing the display name of that field
caused it to not populate properly. |
2759 | Fixed an issue with multiple DocuSign accounts | Fixed an issue where DocuSign envelopes showed the ID of the original attachment when a versioned
attachment was actually included. Now, the ID of the versioned attachment is used. |
2749 | Fixed an issue with the LF Repair tool | Fixed an issue with the LF Repair tool in the admin console. |
2742 | Fixed an issue with Conversion actions | Fixed an issue where a Conversion action run from the mobile user interface caused an error. |
2740 | Fixed an issue with importing Date values | Fixed an issue that prevented record import when the first listed records included empty Date values, but later
records included filled Date values. |
2738 | Fixed an issue with OCR actions | Fixed an issue on some servers where selecting the option to "Evaluate document quality and run OCR only if
OCR is needed" prevented the OCR action from running, even if OCR was necessary. |
2737 | Fixed an issue with linked field sets | Fixed an issue with linked field sets that could cause fields to incorrectly appear blank. |
2735 | Fixed an issue with Quick Search fields | Fixed an issue where adding a multi-value linked field to Quick Search sometimes removed other fields from the
search. |
2785 | Fixed an issue with searches | Fixed an issue where searches did not properly apply a global variable based on a compound field. |
2786 | Fixed an issue with searches | Fixed an issue where a mismatch in column name and database name resulted in incorrect search results. |
2789 | Fixed an issue with combined reports | Fixed an issue where combined reports could show only text and not include graphical charts when downloaded
from the Save As button. |
2801 | Fix to record edit hotlinks | Fixed an issue where hotlinks that open a record for editing sometimes opened the default dashboard instead when the user logged in with OAuth. |