What's New in 24.2 (from 24.1)

KWYK Searching for Documents with Administrative Hold Status

New in 24.2 is the ability to search for documents that have been placed on a Retention Hold (Administrative Hold).  Documents that have been placed on Retention Hold can be searched within KWYK Search by typing “Administrative Hold” and selecting “On Hold” from the suggestion grid.  In the same way, “Off Hold” documents can also be searched.

Online eSign

OLE package search will now return 1000 results (instead of the original 500) and can be expanded to return up to 5000 results at a time.

Tracking

The Tracking process has been modified to take advantage of the “Enable Document Tracking” flag within an Entity Type.  With the addition of multiple Entity Types created for Workflows, having the ability to only flag the Tracking Entities (Customer, Account, etc.) enhances the speed of both Tracking notification and reconciliation processes.

Workflow

New in this version is the ability to replace inactive users within the Plan Designer of a Workflow Plan.  Earlier versions did not allow for the replacement of a user who had been marked as inactive, as they would not appear in the drop-down list.  With this version, both Inactive and Active users are presented.

Smart Folder Email Notifications

Display Name has been replaced with Document ID within Smart Folder email notifications, as this could potentially contain sensitive information. The User is still able use the link embedded in the email to view documents; however the email now reflects “updated documents” and uses Document ID for the Activity detail.

Reporting Enhancements

In this release, we’ve introduced a new grid to both Tracking and Workflow reports.

The new grid allows for additional features, including:

• The ability to show/hide columns 

       

• Filtering by any column shown in report results

     

• Multi-level sorting (hold down the “Ctrl” key on the keyboard as you select each level)

       

• Moving of columns to reorder

• Dynamic grouping options within the report results

     

•  Export data to PDF and Excel

       

• The ability to sum data on plans with amount criteria.

• Links change colors when clicked

       

• Saved Reports - Also new for Workflow and Tracking reports is the option to save the report results within the menu.
  

  Click “Save Report” from the results tab, define the Report Name and any optional security for the report and click “Save.”  Security can be set for the user to View the report only, or Manage the report, allowing them to change the criteria and results options.

     

Earlier versions of Identifi, and still in some existing reports within this new version, provide the ability to bookmark the URL to return to report results.  This new feature will allow the User to save the report within a “Saved Reports” section of the menu.

Within the Saved Reports menu, a user can view all saved reports to which they have permission.  Choose the filter Report Type from a drop down.

The saved report criteria can be edited and updated (pending permission).

The report settings can also be edited (pending permission) to redefine the Report Name or Security assigned.

The report can be deleted from the Saved Report list (pending permission).

Additional Reporting Enhancements

• Within the results for Document Activity and System Access Activity reports, a user can now sort results on all columns, rather than just the Activity Date.

       

• Batches Scanned Report - This new Activity report has been added and displays a summary of batches scanned by a User using the Scan Client (Note:  does not include batches created using the Add feature or Uplink).

     

Revised Help Menu Links

Help Menu links have been renamed for clarity.  The former “Documentation” link is now titled “Help Center,” and “Support” is now “Contact Us.”

Clicking on the Help Center link from the main menu will launch the Identifi Help Center in a separate tab and will provide links to articles and videos pertaining to topics within the Documentation Library.

Clicking on Contact Us will direct the User to the Identifi website “Contact Us” page to submit feedback or a feature request.

Upcoming Highlights

Changes Coming in Future Identifi Releases

• Analytics Phase-Out - We continue the efforts to phase out Analytics by focusing on custom reporting needs. This process will continue throughout the year as we continue to improve the in-product reporting features and provide customers with other ways to access the data they need to make their business decisions.