August 11, 2025

Doc Control Improvements, Supplier Management Enhancements, and a Full Screen Button!

Document Control Menu Scrolls into View

  • If the action menu in document control renders below or partially below the viewport, the customer's screen will scroll down to show the entire dropdown.

 

Several Document Control Improvements

  • Clicking or adding hyperlinks in documents now works
    • Customers can link other documents in our system by capturing the URL when previewing the document
  • The user's name is listed when adding a comment (instead of "Guest User")
  • Headings for documents will now be shown in previews
  • The "0 Files" language for Document Control has been removed
  • When filtering against tags, you can now specify to match documents with ALL of the selected tags or match documents with ANY of the selected tags
  • Spellcheck has been enabled for all documents

 

 

Customers CC'd on Email Communication to Suppliers

  • When onboarding a supplier, both the user who added the supplier and the user who initiated onboarding are copied on the email to the supplier.
  • Customers will be CC'd on emails that are sent out to suppliers about expiring files & documents

 

[Bug Fix] Reference Image Displays on All Types of Options Inputs

 

Tasks can now be Bulk Deleted from the All Tasks View

  • Task instances in the all tasks view can now be deleted instead of skipped, if that behavior is desired.
  • This is exclusive to Admins.
  • Deleted task instances will be removed from all of the task views, forever.

 

Full Screen Button Added to Forms & Supplier Forms

  • In progress & Submitted Forms can be expanded to full screen on ALL types of devices (mobile, pc, tablet)

 

Reviewed By and Approved By Can Now be Sorted

  • This allows sorting by the number of reviewal or the number of approvals on a form

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Let us know If you need any assistance or have feedback, please reach out. Don’t forget to use our resource guide if you have any questions.