Smarter, Faster, More Efficient
From IN flag validation before posting in Eclipse to daily reminder emails for external signers, these updates are designed to make your workflow more seamless. Plus, new approval group tools help simplify setup and communication. Check out the latest updates and guides to make the most of these new features.
Explore Our Latest Product Enhancements
ECLIPSE
PO Line Restoration Now Automated
System Defaults to restore PO lines when Invoices are deleted or cancelled.
See the guide here: Restore PO’s automatically when Invoices are deleted/cancelled
DIGITAL FORMS
Daily Reminder Emails for External Signers
We’ve implemented daily reminder emails for External Signers. If an external signer has not yet signed and submitted their contract, they will be reminded once per day until it has been completed.
This setting can be turned off per contract from the Pending section by clicking the 3-dot action menu.
DPF
Duplicate/Copy an Approval Group
We’ve added a new tool into the Approval Setup module to allow ADMIN users to copy approval groups into new approval groups with a new name. This should help cut down on setup time when you have a large approval group with many approval chains and modules setup.
You can see the guide on how to use this tool here: Duplicate/Copy an Approval Group
DPF
CC Accounts Email in Approval Groups
Added the ability to add a CC Accounts Email address to an Approval Group. This email is available in the Advanced List after selecting an Approval Group and clicking the 3-dot icon.
Any approved records will then be sent to the email specified in this Accounts Email field.
