Page Comparison

New Features

Module

Description

Commands

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

Licenses:

Commands

New permissions are added to the Move command to allow firms to control which users can see and move security, or metadata.

Licenses:

External Systems

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.

External Systems

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

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.

Licenses:

System:

Settings

The Administration->Settings-> Service Desk Panel is redesigned to be easier to navigate and use.