Release Update

Welcome to the Knowledgebase Release Notes page.

Please find the current month’s release notes below, as well as links to the historical release notes for each year below.

March 2025 Releases

Analytics Improvements

Activity Action codes in the document history results now will display the friendly name of the action with the code returned in queries.
iManage and NetDocuments users will not be forced to include empty columns in their analytics report if the columns are not necessary for the system.

Metadata Changes

Entering new metadata will restrict users from inputting non-alpha-numeric characters except the underscore, that are unsupported to be used.

Move Tier Feature Updates

Whenever a document is moved and the author or operator is not present in the target location, CAM now will allow a default global user to be set from the Admin settings, since both fields are required to not be empty.
Documents that are checked out will not be displayed to end users from within the Move command window from Analytics or Service Desk, because users cannot move documents that are already checked out.

Permission Changes

The following permissions have updated licensing available for Move, analyze protect, comply
- View Content Mover Logs
- View Content Mover Resync
- View Replace Shortcut
- View Simple Checkout
- View Simple Checkin
- Request Workflow Teams to DMS
- Request Workflow DMS to Teams

Service Desk Updates

When exporting documents from Service Desk, information on any checked out metadata is now included with the export, such as “Checked Out Date” and “Checked Out By (User)”.

Request Workflow Usability

Request Workflow is now sorted alphabetically instead of the creation date so it is easier for users to find their workflow.

February 2025 (25.02.200) Release Notes CAM

February 2025 (25.02.100) Release Notes CAM

February 2025 Releases

Accessibility and User Interface Improvements

Alt image descriptions and titles have been added in the CAM Administration, Overview, Controls Center, Content Mover, Data Sync, Directory, Downloads, Jobs tab, Metadata, Request Workflow, Source System Configuration, and Users and Groups for accessibility screen readers and other purposes.
The Source Systems panel has a new look and filtering capability to make it easier to see your source systems and find the ones you need to look at. Many firms will have quite a few source systems and maintaining them will be easier.

Metadata Changes

Metadata in Provisioning can be disabled via CSV by appending ?false onto the column.

Notification Caching and Checks

Caching for Background Job email notifications is added to prevent duplicate email notifications from being sent out at once. This runs every 5 minutes and checks if a duplicate email is already in the queue.
Additionally, if an authentication error appears 10 times within 20 minutes, authentication failure emails will be sent after that time. This eliminates issues with clients being ‘spammed’ with multiple emails each couple of minutes or multiple emails for the same error.

Linked Workspace Improvements

Link Workspace jobs are now treated as background jobs, and this panel is enhanced to handle the logging and management of these jobs.
Changes to Template Editor behavior for the deletions of templates and linked workspaces have been made. Read here for details.

Provisioning Validations for Workspace Creations

Whenever the iManager indexer gets overloaded, CAM does a validation if it cannot locate a workspace using the unique ID, it then searches using the workspace ID. This eliminates issues where CAM would potentially duplicate the workspace since the indexer could not find the workspace.

February 2025 (25.02.100) Release Notes CAM

February 2025 (25.02.200) Release Notes CAM

January 2025 Release

Advanced Options for Custom Folders include features like enabling and defining a global prefix or suffix using metadata tags, allowing end users to easily add these to their folder names. Additionally, users can set default security settings and manage specific access lists to control who can access their folders.

iManage Move Operation rules – to assist in the completion of Workspace moves, admins will be able to define a default User in the scenario where the Author or Operator from the source database is missing in the target.

Numerous accessibility UI changes have been made to CAM’s External Systems tab, Jobs tab, and Workspaces tab including:
- Changing text to higher contrast ratios that meet or exceed the required text contrast minimum of 4.5:1.
- Changing non-textual backgrounds to higher contrast ratios that meet or exceed the required image contrast minimum of 3:1.
- Changing the focus of controls or elements when selected to have a background or change in focus so users can use the tab key or other methods to focus on a control button.
When a user deletes a template, a new warning will appear if a linked workspace (active or deleted) is linked to the template, and will display those workspaces to remove the linkage if desired or to export, or cancel the operation.

January 2025 (25.01.10) Release Notes CAM

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

Older Releases can be found here under each Year and Month.