ApproveIT 365
Release notes 2023
Version | Release Date | Available for |
|---|---|---|
29/11/2023 | BC15 and up | |
30/08/2023 | BC15 and up | |
28/06/2023 | BC15 and up | |
31/05/2023 | BC15 and up | |
20/03/2023 | BC15 and up | |
10/03/2023 | BC15 and up | |
08/03/2023 | BC15 and up |
The following improvements have been implemented: |
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Added configuration options to use variable values from source documents in the email subject and body (e.g. document number, recipient name) for more personalized email content. |
Added action to resend the DocuSign envelope after it already has been sent. This can be helpful in situations where the DocuSign link is not available anymore for the recipient (e.g. link is expired), but we don’t want to send a new envelope to DocuSign causing the sent envelope counter to increase. |
When viewing DocuSign history for a source document, the complete history will be visible instead of only the history for the current envelope. This will also show history log entries for previous envelopes if this was previously voided. |
A dedicated role center is added to ApproveIT 365 for insights into document statuses. |
Factboxes have been added to the Customer and Vendor for insights into documents handled with ApproveIT 365 for that customer/vendor. |
The following issues have been resolved: |
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Recipient routing order numbering changed to prevent DocuSign error regarding exceeded maximum routing order value. |
The following improvements have been implemented: |
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ApproveIT 365 functionality can now be used for Purchase documents. |
ApproveIT 365 functionality can now be used for Service documents. |
ApproveIT 365 functionality can now be used for Jobs/Tasks. |
The process to send the document to DocuSign will now also allow additional (static) documents to be added in the same envelope. |
The following improvements have been implemented: |
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