Document Field Enhancements

Prior to this Release:

  • You could use the Additional Information field to capture general information about the document or you could use the field to provide a name for the document using your organization’s naming convention, rather than relying solely on the document’s autoname.

Starting in 26R1:

  • The Additional Information field is renamed Title, making it more appropriate for you to record the document name using your organization’s naming convention.

  • A new field, Comments, is available to capture general information about the document.

    Screenshot

  • When exporting documents, you can choose the auto-managed Name, user-entered Title, or Document Number as the document naming rule for the exported documents.

    Screenshot

  • A new field, Collected Date, is available. This field is optional, available on all doc types, and entered manually. You can use this field to record the date you collected the document.

  • Two new fields, Approval Start Date and QC Start Date, are available. These fields are system-managed and are populated when a document is sent for eSignature or QC.

    Screenshot

  • Some other document fields are reordered for better usability. For example, Product has moved from its own section into the General section.

    Screenshot