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.

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

November 2024 Release

Updates to Provisioning

Cloud iManage users now have the ability to update or disable users on a global level in CAM so that admins can easier assign users on other databases and libraries, and delete on a global level once. User properties can also be passed on the global level across databases and libraries.

• A new parameter is supported in CAM for applying this change, isglobalusermanagement.

Analytics Improvements

Analytics supporting functionality was added so users can exclude specific users from reports, and search for Legal holds inside reports.

• Operators now include the Not Contains operator, and users are an allowed field for the operator.

• Entity fields are improved so that the display name and description can be edited in the panel, when previously they were not editable. Entity fields have an isenabled toggle to filter by in the panel.

• Legal holds can be searched in Analytics by using the on_legal_hold field, giving users insights into Controls Center.  

Data Uploader Support for iManage users

iManage firms can now determine if they want users to be imported from iManage instead of Active Directory in Data Uploader. If they want to provision them using iManage, they can apply the skipupdateifexists parameter to skip importing with AD.

Improvements to Logs

We’re now supporting logging API unit cost for NetDocuments logins and token renewals. This is so ND firms can track more usage to control their costs.

Additionally, the Declared as Record action is now added into the logs when run, as previously, this action wasn’t logged before.  

Permission Changes

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

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

Known Issues can be found here and the list is consistently updated.