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Module | Issue Id | Description |
Account Management | Cloud-23181 | The following operations to be performed via CSV are now tied to the user License. The availability is as follows: Operation | License Tier | Old Licensing tiers securityupdate | CAM Manage | C1 with Service Desk Add-on restore | CAM Manage | C1 with Service Desk Add-on removefolder | CAM Manage | C1 with Service Desk Add-on declareasrecord | CAM Manage | C1 with Service Desk Add-on undeclare | CAM Manage | C1 with Service Desk Add-on addtomymatter | CAM Manage | C1 with Service Desk Add-on moveworkspaces | CAM Manage | C4 or any Move Add-on If based on the tier the permissions to perform the operation(s) are missing, the operation will not be performed and the job will display an error. |
Analytics | Cloud-14108 | Analytics bulk operations can now use a CSV for the execution of the job. This allows the user to use a CSV or use the interface options. |
Analytics | Cloud-16339 | A new admin setting for auto saving analytics queries is created so users can keep the queries active while they browse to other tabs. |
Analytics | Cloud-16340 | Analytics queries are autosaved in CAM. Enable the new setting in admin described in the line item above. This feature only saves the latest edits. |
Service Desk | Cloud-4227 | There is a new option to Include the CSV file when exporting documents with Export to Zip. |
Service Desk | Cloud-11700 | Moving a folder or workspace now has the option to copy the history along with it. |
Service Desk | Cloud-12083 | Grid columns can now be sorted in the Documents and Workspace tabs when performing a Database Search. |
Service Desk | Cloud-12318 | Warnings will appear whenever the number of selected records for an attempted operation exceeds the limit number of records. The limits per operation/tab are as follows:
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Service Desk | Cloud-13276 | The Name Field in a Database Search on the Documents and Workspace tabs can now handle multiple comma-separated values when using the Equal and Not equal operators. Note: The commas make the search handle the values as the OR operator would in NetDocuments. |
Service Desk | Cloud-13780 / CAMHD-1425 | It is now possible to freeze or unfreeze the ACL status directly in CAM when updating Security. |
Service Desk | Cloud-13862 / CAMHD-1436 | When selecting a single object (workspace, document, or folder) and clicking the profile update button, the current metadata of the object will display so the user knows what they are changing. This only works for single-object selection and not when the user selects multiple objects. |
Service Desk | Cloud-13943 | Enhanced functionality of the Move action (in the Documents, Workspace, and Analytics tabs) allows users to separately select Options for Metadata and Security when moving documents/folders. Note: Customers have use cases where they may want to retain security but inherit metadata or vice versa when moving documents and folders. |
Service Desk | Cloud-14038 | Moving Workspaces or Folders or Documents now has separate options for retaining or applying security or metadata. |
Service Desk | Cloud-14169 | Analytics, Documents and Workspaces now allow to perform any bulk operation on more than 10,000 workspaces and 25,000 documents. Enable the setting in Admin to allow for this and 2 Factor Authentication should be enabled for Service Desk |
Service Desk | Cloud-14184 | The Add Reference option allows moving a document to another database of the same worksite server. Note: This functionality is similar to that of iManage where a document reference can be created in multiple databases. |
Service Desk | Cloud-15867 | The Keep Source Security and Metadata options have been removed from the Move Workspaces dialog in the Workspaces and Analytics tabs. This UI change streamlines the process of moving a workspace from the Workspace and Analytics tab. |
Service Desk | Cloud-16844 | When performing move operations, a pop-up message will display by default when the user clicks the move button. The message will warn users of the following:
Depending on the situation and criteria, the message will also warn the users of the following:
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