|2624||Agiloft for Microsoft Teams||
Agiloft for Microsoft Teams offers a fully connected experience between Teams and Agiloft. You can
use the new Agiloft app directly in Teams to approve contracts, share documents for review, and
distribute other notifications or reminders. Users receive these communications from an Agiloft bot in
Teams. The Teams app saves time as well as provides more visibility to notifications that are relevant
to multiple groups.
For detailed setup instructions, see Setting Up the Agiloft app for Microsoft Teams.
|2597||View and edit records right from table view||Easily work on lots of records in sequence with the new split view option, which displays the active
record in a pane right beside the table view. This new feature makes it simple to review details for lots
of records, and even make multiple changes to records without needing to jump between the record
and the table view. When you select a view that is configured as a split view, the record list shows on
the left side of the window, and the preview pane occupies the right side. Click a record's row to open
it in the preview pane. You can also click Edit on the record preview to make the fields editable.
This option offers more flexibility for advanced workflows. Split view shows more information without leaving the table view, and it supports more complex editing than Quick Edit does in the table view, since the whole record form is accessible. This is especially helpful when you need to reference information from other records in the table view, such as other contracts that fit the same search parameters.
Split view uses a more compact version of the Quick Search pane, which has all the essential features of the regular search, but is optimized to take up less space and maximize the user's workspace.
All users are automatically granted a second personal view that is configured as a split view, named Personal Split View. This is a copy of the user's current personal view, with the Split View option enabled. The existing personal view is renamed to Personal Grid View but otherwise remains the same, so users can easily use either view.
Review your users' workflows and identify cases where the existing view should be modified to use the split view option. When creating or editing a view:
Share these tips with all users so they can make the most out of their new Personal Split View.
|2676||Simplified settings for the new UI||The "Use New GUI" setting found in Setup > Look and Feel > Power User Interface has been
deprecated. Going forward, to enable the new UI, you need only set the Navigation Menu Location to
Top from Setup > Look and Feel > Navigation Menu Setup.
|2596||Pin saved searches for easy access||Improve your core daily workflows by pinning your preferred saved search for a given table. When you
pin a saved search, that search is run automatically when you visit that table for the first time in a
To pin a saved search, run the search in the table and then click the pin icon next to the saved search name. The pinned search has (Pinned) appended to its name in the drop-down, and the pinned saved search is also shown at the top of the saved searches list when you expand a table from the navigation menu.
For more information about saved searches, see Using Saved Searches to Work Efficiently.
|2591||Easily attach related items to emails||
This idea came from you!When using Send Email to contact someone about a specific contract, you might also want to include some of the related attachments from the Contract record. This is now possible with a new feature that identifies linked relationships that might be of interest to users when they send correspondence. In this example you might configure a link to the Attachments table, but you can select any linked relationship to make it available.
To add a linked relationship to the Send Email editor:
|2594||Refresh saved search results in new UI||The new UI now supports refreshing the results of a saved search. To refresh, click the name of the
search to open the saved search drop-down, and select the search again.
If the search includes any run-time filters, the run-time prompt appears again.
|2662||Easily accessible "Clear All Filters" option||Prior to this release, to clear any filters applied to a table of records, you either had to open the Saved
Search menu and click Show All, or open Quick Search and click Clear All Filters.
Now, Clear All Filters is displayed next to the status line and is no longer hidden behind a menu, making it much easier and quicker for the user to reset the table view.
|2665||Removed Link action from action bar options||
This release removes the Link option from the action bar items. The Link options have usually appeared in the Actions drop-down menu on default action bars, and allowed users to link records as related. However, most systems link records in a more sophisticated way using linked fields and related tables, and the Link option has significant limitations and low usage. As such, the Link option has been removed in favor of these alternative solutions.
|2584||Improved and uncluttered linked field look-up modal||When you click the look-up icon to select a record, the improved look-up modal makes it much easier
to find the record you want to select. Improvements include removing duplicated buttons, maximizing
the number of visible records, and compressing the search options and instructions to prevent wasted
space. The new look-up displays four times the number of records that were visible in the previous one.
|2668||Easily upgrade the Agiloft app for Word||In order to use the new features for the Agiloft app for Word, you must upgrade the app when you
upgrade your KB from Release 22 to Release 23. This process involves the following:
|2630||Streamlined contract workflows in the Agiloft Contract Assistant for Word||The Agiloft Contract Assistant for Word features a fully redesigned UI that guides users organically to
the features they want to use. When you open the app with a document, it detects whether the file is
already associated with a record in Agiloft, and from there, it offers you several paths you might want
Create New Contracts
After you save the information, it appears on an Overview tab that also shows the current total
number of key terms and clauses tagged in the document. You can even use Edit to make changes to
these fields if you need to. From here, you can use AI to generate tags automatically, or you can start
manually selecting key terms and clauses and tagging them with the app.
For additional information on using the new design, visit Using the Agiloft Contract Assistant for Word.
|2631||Improved clause comparisons in Agiloft Contract Assistant for Word||Use the Agiloft Contract Assistant for Microsoft Word to easily compare contract clauses against
similar clauses from active contracts, and even view extracted clauses and similar Clause Library
entries side-by-side. |
When you click Compare from a clause, you are directed to a list of similar clauses from the Clause Library and active contracts, with the closest match shown at the top. If you see a better version that you want to use to replace the text in the contract, you can click "Use library clause" or "Use contract clause" to substitute it, depending on whether the clause is sourced from the Clause Library or another active contract.
If you aren't sure you want to change the contract text, or you can't tell at a glance what makes them different, you can compare the clauses using a side-by-side comparison view. Simply click the expand icon on the top right-hand side of the similar clause you want to compare.
This opens a new window where you can view either a side-by-side view of the two clauses, or a comparison that provides markup for the differences. With side-by-side view, you can choose whether to highlight differences, similarities, or nothing at all. You can then choose to keep the original clause or replace it using the buttons at the bottom of the pane.