Release Notes December 2024

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