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Change Log - 2023 Q2

Document Revision History

A Revision History a module has been added to eSign Document Management (edoc) with this update:

  • Revision history is automatically compiled by eSign as revisions are created and approved.

  • The new Document Revision History macro is displayed inline and can be exported to Word/PDF with the Confluence page.

  • Revision Summary descriptions can continue to be set during the draft/review process for each revision.

  • Revision history is also visible in a new top level Document tab within the edoc dialog, and includes a reference to the working copy page version that was approved.

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Example of History macro inline

 

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Adding History macro to a Confluence page

 

Improved Training User Experience

The training experience for end users has been optimized with a simplified “My Training” tab.

  • The My Training tab shows assignments and training records for the current user only.

  • Users with assigned training will automatically see this tab on opening the edoc dialog.

  • Document Owners continue to have access to the Training tab to manage assignments; this tab is no longer visible to non-owners.

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Focused end user training

 

Streamline Document Dialog for end users

Layout of the Document Dialog was adjusted to reduce the clutter and improve comprehension for end users.

  • Document ID, Revision and Name data moved to the header of the Dialog

  • Document Type, Status, and the Working/Release Copy flag moved to the footer

  • Minor layout adjustments to prevent scrolling at lower resolutions

  • Only show the Workflow menu for Document Owners. Note that Training, Review and Audit Reports are still available to all users with access to the release copy.

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Release Copy Changes

  • The default location of Release Copies is now a child page of the Working Copy instead of a sibling. This change was requested to reduce clutter/confusion if the Working Copy and Release Copy were displayed side by side in the page tree. The Default location is only used if a Release target is not configured in Space Settings.

  • Release Copy configuration now supports releasing to custom parent pages within the default “Current” space. Previously custom parent pages only worked if both the space and title fields were set.

  • https://digitalrose.atlassian.net/wiki/s/-473648549/6452/462e8af3de52ab3b4f565e7ec52f08598925c776/_/images/icons/emoticons/check.png TIP - Release Copies are automatically set read only using Confluence security restrictions to prevent unintentional editing/changes. If a release copy needs to be moved, a space administrator can temporarily change security restrictions on a page to move them.

Cloud Fortified

eSign Document Management app has achieved Atlassian Cloud Fortified certification. See details on the cloud fortified program here: https://www.atlassian.com/trust/marketplace?source=app-listing-badge

Technical

  • Atlassian cloud storage location of user properties have moved to prevent dependency on private space security that impacted a few customers. This is transparent to end users.