Document Review workflows coming soon to CX
We’ve been a bit radio silent since December, this being our first post since the Holiday period, but not because we’ve been taking it easy. Instead, we’ve been beavering away with some great new functionality to improve your document management experience by introducing new workflows for document reviews.
Check out the release brochure for the May Release
Document Review Workflows allow you to automatically send documents on a predetermined route to the relevant people that need to review them. Each reviewer has their own interface to view, download and review the documents as well as tools to bulk update, delegate, and upload mark ups.
Reviewing Documents
Documents for you to review will be issued to you on a Workflow Transmittal. This is a special type of transmittal form with a interface designed for performing reviews on a set of documents.
Reviewing tools
Bulk update will allow you to apply a review to many items at once. You can also apply a single mark up to many items using this tool. Really useful if you have many identical files in the review.
Delegate will allow you to pass some of your documents to a colleague for them to review. The workflow will move on to the next step once all items are reviewed
Bulk Upload Mark ups is a super handy feature for reviewers than have many mark ups to upload. Rather than having to individually upload each mark up you can upload a zip containing your marked up files and the system will automatically extract and match them to the corresponding documents in the review.
Reporting on Document Reviews
As well as great tools for the reviewer, we’ve added a Document Review dashboard in the Document Register so you can see all the important information about the progress of your workflows at a glance.
This dashboard also contains a report especially for Document Reviews so you can drill into which step and with who each review is at.
Document Review Workflows are a part of a free upgrade and will be available on all projects, all you have to do is start creating workflows. Learn more about Document Reviews and how to create workflows.
More Improvements in this release
Quality Management
Now, to save you time, when creating child tasks from within the list of items to be completed for a work lot the system will automatically populate information from that row on the newly created Action Point, Test Request or Survey Request.
Administrators Please Note: For this functionality to work, the userfield codes must match on both documents
Send reminders
You can now configure the system to automatically send reminders a set number of days before the due date. This reminder will added as a comment on the document and notify Author and Action based on their settings.
Improved language and special character support
We’ve introduced more language support for our German and Danish customers. Along with this support we’ve added better support and validation for special characters.
Improved Preview support
You’ll notice a massive improvement in the formats that we can now generate preview/thumbnails of throughout out the system, and in particular from dashboard lists which show large previews of files.
Complete list of supported files is now: JPG, JPEG, TIF, TIFF, BMP, PNG, GIF, PDF, DWG, DWF, PLT, DGN, DXF, SVG, DOC, DOCX, XLS, XLSX, PPT, PPTX, RTF, XPS, MSG, TXT, HTM, HTML