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eSign Document Management
2024 Q2 Updates
Status: In Progress
Releases: 2024-04-15, 2024-05-10, 2024-06-28

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Pattern

Example Released Page Title

Prefix: DOC_ID (Revision) DOC_NAME

SOP017(03) Quality System Lifecycle

Suffix: DOC_NAME DOC_ID(Revision)

Quality System Lifecycle SOP017(03)

Configure the preferred title in Space Settings > eSign Document Settings. It will take effect on the next document release.

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(info) Changes below were released 2024-04-15

(plus) Periodic Document Retraining (New Feature)

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  • Upcoming Training items are hidden by default Manage Training tab, but can be shown by clicking the “Show Upcoming” link.

(plus) Training Management (Improved)

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For documents with Periodic Retraining enabled, the assignment will be set as upcoming training for that person at the next scheduled interval. For example, if a user was assigned training for an SOP with annual (365 days) retraining enabled, and they had just completed training 2 months previously, the assignment will now be set as Upcoming training due 365 from the previous completion.

(plus) Document Link Macro (Improved)

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