The financial analysis task has been enhanced so that the minimum capture of financial items in the Scenarios Tab is now pre-populated upon a user opening the task. Previously, this functionality was limited to the Actuals tab in the Financial Analysis task.
The financial analysis scenario tab has been enhanced so that a user can reorder columns. This will ensure fewer clicks for users since the previous workaround was to delete the columns and readding them if a re-order was desired.
New permission allowing users to link or reuse existing documents without requirement document management create permissions
User Guide Reference: Permissions Catalogue
Ability to create and view Virtual Documents (fileless) in Document Management
Introduction of the Documents V2 functionality to the Data & Documents Task . Aligns the document upload functionality in the Data & Documents task with the Documents V2 task.
Introduction of the Documents V2 functionality to the Data & Documents Task . Aligns the document upload functionality in the Data & Documents task with the Documents V2 task.
User Guide Reference: Document Management->Document Management V2->Configuring Document Management V2 Document Management->Using Intelligent Document Processing->Configuring Intelligent Document Processing
Introduction of a configuration option to allow up to two additional columns to display in the "Documents" component in the Overview tab and the "Documents" tab in the Entity Profile. The Document Metadata data group provides the choice for the additional columns. To facilitate this there has been a change to the way Entity Profile is utilised within Configuration Exchange.
Introduction of a configuration option to enable the Documents V2 modal functionality when uploading documents via the "Documents" component in the Overview tab and the "Documents" tab in the Entity Profile. To facilitate this there has been a change to the way Entity Profile is utilised within Configuration Exchange.
Set conditionality to filter the content that will appear on a generated document.
Enhance the Products Data Source, so that Related Parties of Products can be generated.