ApproveIT 365
Release notes 2023
- Help Desk Agent
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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The following improvements have been implemented: |
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Support for multiple DocuSign tabs and tab types that can be added to documents. |
Allow multiple signers with different tab sets, allow multiple recipients to sign the document with different signing options. |
Support for multiple email subjects and bodies for different reports and languages. |
Added lookup on recipients page to select contacts from lists instead of manually typing emailaddress and name. |
The following issues have been resolved: |
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Fixed an issue when using sales quotes numbers containing non numeric characters. |
Use contact name in recipient dialog as recipient name if a contact is used on the sales document. Use customer name as fallback. |
The following issues have been resolved: |
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The following issues have been resolved: |
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Fixed an issue where the default user in the ApproveIT User Setup was ignored and the API requests resulted in an error on the current user when no User Setup record was found for the current user. |
Fixed an issue where the default user was always updated when a new account was linked, resulting in a situation without a default user. |
When the authentication process was cancelled, an empty ApproveIT User Setup record was visible for the current user. On cancel or error the empty record is now deleted. |
The following improvements have been implemented: |
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First public release for ApproveIT 365. |
IDYN 2024