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Description: If an uploaded file size exceeds the accepted limit, an error message appears and the Start Upload button is disabled.

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Changes to the Work Item Notes

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app

Info

Change: New column in the "WI Notes" (Work Item Notes) Widgetapp.

Tip

Benefit: Specific information, where it is useful to the user.

Description: A Creator column added to the details screen within the "WI Notes" Widgetapp. This column displays the user ID that created the corresponding note in the respective row.

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Info

Change: Added support for embedding buttons, widgets apps and dynamic data into the Task Summary screen.

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Description: Added a customizable Section Header at the top of the Work Item Task screen. This Header may contain: 

  • Data from domains (e.g. display Client Name)

  • Customizable action buttons (based on request type and node)

  • Transition Action buttons

  • Embedded widgetsapps

The Header remains visible when the Document Viewer is expanded in Full screen mode.

Note: Additional configuration required. Costs apply if configured by Docupace.

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Description: Generated e-mails can now be customized using the full name of the recipient (First Name, Middle Name and Last Name).

Also Advisor's Signature can be included (Advisor First Name and Last Name, Advisor phone number, Advisor email) with the ${ADVISOR_SIGNATURE} variable. If Rep Code is linked to multiple advisors, then they all are listed in the signature.

You can also list each advisor separately by using variables: ${REP_NAME},  $${REP_NAME_ADVISOR2}, $ ${REP_NAME_ADVISOR3}.

A new variable ${WI_ERROR_MESSAGE}, will send the description of the problem with the client's Work Item number. 

Note: Additional configuration required. Costs apply if configured by Docupace.

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