Document Automation 2023 Release Notes

Date

Description of changes

25 October 2023

Data redaction update – Undigitized batches in the setup state will be deleted after 90 days.

20 June 2023

Template lock fix – All users are now able to lock and freeze the templates from region edits.

5 June 2023

Template lock fix – All users are now able to lock and freeze the templates from edits such as adding, moving or deleting fields.

Faster TAT case report – The turnaround time has been reduced for the case report.

Flexibility to use preferred REVIEW version – Users can access different versions of the REVIEW portal outside of the version set for the pipeline.

12 April 2023

Enhancements to the Case Report – A Case Status column has been added to the Case Report.

Sorting page updates – Obsolete actions were removed from the Document Recognition Dashboard.

29 March 2023

Updates to the Case Report – All cases that stopped in REVIEW, and are either pending review or exported, will be categorized as “Yes” under the Appeared in Review column in the Case Report.

15 March 2023

Sorting page updates – Obsolete actions were removed from the Document Recognition Dashboard.

01 March 2023

Updates to the Pages Submitted Report – The report now includes the count of pages that were manually sorted, then digitized.

Updates to REVIEW V1 – The Created column will now only show a month, date, and time format.

15 February 2023

Error message update – If a user attempts to log in with SSO without prior setup with the Document Automation platform, an error message now lets the user know that the organization is not set up with SSO.

New Analytics Report – A new report option, called “Review Report”, has been added to the Analytics page. The Review Report will list all cases either unreviewed or in progress, as well as the count of flagged fields and total fields.

01 February 2023

Enhancements to the Case Report – New columns such as the total number of pages digitized/rejected and the total count of flagged/edited shreds have been added to the Case Report.

Enhancements to analytics – For analytics users, the report row now automatically refreshes after generating the report.

Unified REVIEW dashboard experience – All Reviewers will now be routed to the same REVIEW dashboard version as set by the organization, even if accessed by a link to another REVIEW version.

18 January 2023

REVIEW visible names – Users are now able to set a Reviewer Visible Name in the Field Library. The Reviewer Visible Name will allow users to set a more easy-to-read label name to replace the field name built in the field library (for example, from username_first to First Name).