Release Notes CAM R23.09.10 23.Q3 (Major)

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:

• Documents tab - more than 25K items

• Workspace tab - more than 5K items

• Analytics tab -> documents - more than 25K items

• Analytics tab -> folders - more than 10K items

• Analytics tab -> Workspaces - more than 5K items

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.

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.

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. 

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:

• If metadata from the source content does not exist on the target, it will be created in the target library.

• If users or groups on the security of the source content do not exist on the target library, the content will be moved but those users or groups will be skipped.

• If an Author or Operator on documents does not exist in the target library, those documents will be skipped and will not be moved to the target.

Depending on the situation and criteria, the message will also warn the users of the following:

• This action will affect more than 25 items and needs to be confirmed in the jobs center!

• You have selected more than 1M rows. There is a limit in Excel for displaying CSV with more than 1M rows.

Module

Issue Id

Description

Provisioning

Cloud-15403 / DDP-325

Processing a user/group update through CAM correctly updates the group membership in NetDocuments as well.

Service Desk

Cloud-24998

Moving a folder with documents that have multiple versions is working as intended with the Add to trash and Delete after move options The following scenarios have been tested and are working:

• Retain document number as No, Move all versions as Yes - Add to trash.

• Retain document number as No, Move all versions as Yes - Delete after move.

• Retain document number as No, Move all versions as No - Add to trash.

• Retain document number as No, Move all versions as No - Delete after move.

• Retain document number as Yes, Move all versions as Yes - Add to trash.

• Retain document number as Yes, Move all versions as Yes - Delete after move.

• Retain document number as Yes, Move all versions as No - Add to trash.

• Retain document number as Yes, Move all versions as No - Delete after move.

Service Desk

Cloud-16332

Bulk validations now display when a user tries to run a query for more than 25,000 documents and prevents the user from continuing without refinement or reduction of the query count.

Service Desk

Cloud-16316

Created Date and Modified Date will show up on Export to CSV no matter the record sizing.

Service Desk

Cloud-16212/ DDP-760

Exporting to CSV for Documents and Workspaces will combine all records to 1 CSV if exporting from iManage Cloud even if there are tens or hundreds of thousands.

Service Desk

Cloud-14982/DDP-391

Add and Remove Security is now functioning for NetDocuments for the Documents and Workspaces tabs.

Service Desk

Cloud-14913

The NetDocuments API search now functions when utilizing the Created Metadata date field. 

Service Desk

Cloud-14478 / CAMHD-1543

Move Document jobs no longer create duplicates when the job is retried.

Service Desk

Cloud-13782 / CAMHD-1397

When running a parameterized query in Analytics including client and matter parameters,

• The Client code no longer shows as null

• Values are passed correctly in the query

• The results return with matched values

Service Desk

Cloud-13779

Analytics Queries will no longer revert to the default values once a query is executed.

Service Desk

Cloud-13719

The following out-of-the-box queries are now returning the expected results:

• Documents based on version

• Empty Folders

• Size more than 10 MB in size

• Documents count by Author

• Download count by users

Service Desk

Cloud-13351 / CAMHD-1484

The Move Folder/Document operation is now moving all versions of selected folders/documents to the target destination.

Service Desk

Cloud 13101 / CAMHD-1112

Exporting a document with the "Create Folder Structure" option selected no longer divides the name in a folder structure If the folder or document name contains a symbol like "/" or "\".

Service Desk

Cloud-13051

The Change Default Security option is now hidden when NetDocuments is the selected system on the Security Update operation for Database and API Search on the Documents and Workspace tabs.

Service Desk

Cloud-12987 / CAMHD-1138

Long Metadata values no longer display wrapped or create multiple lines.

Service Desk

Cloud-12212 / CAMHD-1413

Workspace structures load properly in the Move Document/Folder wizard while selecting the target. The fix applies for the Analytics, Document, and Workspace tabs.

Service Desk

Cloud-11916 / CAMHD-1298

When viewing the security of the workspaces, folders, and documents in NetDocuments with the default access group, when the cabinet name is part of the ACL list, the rights will now correctly display as Default.