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Status
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titleRELEASING RELEASED May 28, 2023
Status
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titleEnh #5 - JUNE 9, 2023

Enhancements

#1 Prerelease Training

Documents now have an optional Prerelease state which allows a user training period prior to Documents being fully released and effective.  

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All Training Assignments and Records are carried forward upon Activation.

#2 Streamlined Reviews

Documents in Review will now be automatically finalized once the last required approval is captured.  

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eSign will notify the reviewers and owners via email.    

#3 Automatic Training Reminders

eSign can now send weekly reminders to users with open training assignments. This is a consolidated reminder email providing links to all documents that user has due for training.

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This feature is enabled by default. It can be disabled by a Confluence administrator in eSign App Settings. There is also an option in App Settings to manually trigger the reminder email task.

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#4 On Screen Training Due

The eSign Document Header macro now notifies the logged in user if they have training due for the current document.    

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#5 Document Link Macro

A new link macro ‘eSign Document Link’ has been added to allow pages to be authored with links to navigate to the effective/latest version of any document.

These links can be included in revision controlled documents and will always link to the user to the current version of the target document.

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Additional Items

Assign To Me

The Assign Reviewers dialog now includes an Assign To Me link for convenience when the document owner is one of the reviewers.

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Background PDF Generation

The PDF Approval report that is generated during Release is now processed in the background to reduce the wait time for users completing the Release process.

Technical

  • The App Settings configuration page was updated to include a toggle for enabling the weekly training reminders.

  • The Space Settings - eSign Document Settings page was updated to allow Prerelease Training to be set as the default mode for documents in that space.