Documents

New Features

• Added additional filters to the sites list in the document automation portal (Trial Sites, Sales Sites, Exclude Sicon sites)
• Added a flag to the sites in the portal to indicate they are a trial site
• Added a list of sites to the user details page to show the sites the current user is an account manager for
• Added the ability to make endpoints default for new sign ups, as well as available for sign ups in general
• Enabled auto retry on database update failed (web portal)
• ‘Business Partner Account Administrator’ users will now be created as part of creating a BP record in the web portal
• ‘BP Account Managers’ can now only see their own sites in the portal unless they are a ‘Business Partner Account Administrator’
• Changed the document automation portal to allow multiple email addresses per email field (in the web portal)
• Added an interactive tutorial to the document processing screen (Accessible via the Sage help button on the form)