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Please find the current month’s release notes below, as well as links to the historical release notes for each year below.
December 2024 Releases
Updates for CAM Commands
The Manage Folder and Move Workspace commands have been enhanced with some requested features to make it easier to use without causing additional work for the user.
CAM will show a success message when iManage takes a longer than normal time to process Manage Folder command data. If any timeouts or other issues occur, those will still be logged accordingly.
If a target workspace exists when performing a Move Workspace, CAM now will merge the two together. This eliminates issues with duplicates or failed jobs because of the target existing already.
Three options from the Move command are hidden when a user moves a document or folder within the same database or cabinet to remove confusion from users as these options are not used in the dialog. If the document or folder is moved to another database or cabinet, then the options are still displayed.
Retain Document Numbers field
Copy history of documents field
Handling source after move field
New permissions are added to the Move command to allow firms to control which users can see and move security, or metadata.
Dashboards Improvements
Modifications were performed on the dashboards entities panel to make it easier for customers to use dashboards, by making entities fully out of the box, and prevention of those entities so users cannot accidentally add/delete or modify them.
External System Notifications
If a problem occurs with an External System authentication or the system is found to be unhealthy, a new email notification will go out to the CAM admins registered for the client’s tenant to notify them of the issue(s) immediately. This addresses the lack of prior communication when an external system loses connection and errors out. Read about this functionality here.
CAM now supports Entra ID for configuring SharePoint sites in the Office365 External System Panel. Enable the setting as described here and enter the appropriate fields that display. A benefit of this change is that firms don’t need to re-register the app after a year as they had done before with Azure ACS.
Permissions and Settings updates
For NetDocuments, a new permission is added to control user access of freezing the Security ACL on workspaces, folders and documents. By default, this permission is not enabled.
The Administration->Settings-> Service Desk Panel is redesigned to be easier to navigate and use.
December 2024 (24.12.20) Release Notes CAM
December 2024 (24.12.10) Release Notes CAM
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November 2024 Release
Updates to Provisioning
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The permission View Update Tenant Settings is now available for all license plans and add-ons, so that admins can properly see the Administration-> Settings panel, as well as the Tenant Panel where firm changes for CAM are made.
November 2024 (24.11.10) Release Notes CAM
October 2024 Releases
Business Continuity improvements: Searching for documents and downloading is enhanced.
Template Editor availability setting additions: Availability settings for Template Editor were enhanced to allow additional metadata filters to be set. E.g. if the client wants to use the Database metadata to filter out templates, then those matching templates will show up in the dropdown list.
Service Desk: Additional default security support to make it easier to view default security.
October 2024 (24.10.10) Release Notes CAM
September 2024 Releases
Data Sync Advancements: A new Microsoft 365 sync was added to Data Sync so that customers can sync data to the systems without being resource intensive and expensive. Elastic indexes make results appear quicker in searches and queries.
Null and empty field support: In Data Sync null and empty fields are now supported to be updated if needed to those values. Clients’ other systems like PMS’s may require a null or empty field in certain metadata.
Multiple client fixes were released from the following modules: Analytics and Data Sync.
September 2024 (24.09.10) Release Notes CAM
August 2024 Releases
A new Microsoft 365 sync is created in Data Sync so that large customers of scale can use Data Sync without having it be cumbersome, resource intensive or expensive. When a full or incremental sync occurs, S3 files are created for all the containers (folders, workspaces, M365 content like channels, sites etc) in the client’s stack and an elastic search entry is added for indexing.
Null and empty fields in iManage are now supported in Jobs to allow them to be updated to those values if needed. For example a closed date in the PMS can be null sometimes, so CAM now will handle that Null gracefully.
A script is available to scan through workspaces to see which documents are not added into the new S3 bucket, and to kick off a reprocess job. This alleviates issues when the document sync messages get purged after the 14 day SQS limit. If necessary, Devops can run this script or share instructions if your firm requires this script.
Analytics Security Results: The Search results for users and groups was improved to display the Security results right from the page. JSON fields also will dynamically display. Customer requests to show the group names rather than just the ids also was added. They no longer have to find the id first, and then run multiple queries to modify or view security.
Multiple client fixes were released from the following modules: Analytics, Commands, Request Workflow, Jobs tab and Data Sync.
August 2024 (24.08.10) Release Notes CAM
August 2024 (24.08.20) Release Notes CAM
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Older Releases can be found here under each Year and Month.
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