What's New

Users now have the ability to redact additional information from an audit record.

Select Control Panel and Auditing. Then select the menu beside the row you wish to redact information from. Next select the specific fields you would like to redact in the search.

Note: Users can only redact information from one audit record at a time.

Users now have the ability to use the Find in this list functionality when searching for specific fields in Custom fields. This feature is currently available for Custom fields, Fields library, Manage committees, Review rules, and Review stages.

In Form Builder, users will now have the ability to select Contact by role. Users will still be able to use the Request contact table and the Organization contact table.

Note: Users will need to select the correct field for an Organization or for a Request.

Users can now edit records marked Printed records in the Document template manager without downloading or uploading.

Open the menu beside the template you wish to modify. Select your template from the list, and from the context menu select Open in Office for the web.

Tip: You can Insert merge fields with the flyout and add new merge fields if they are not included in the default list. Once your changes are made, it will automatically save them.

Note: To use the Open in Office for the web feature, you must have Microsoft Office 365 installed on your computer.

When completing a form that asks for an address, you now have the option to add your own if it does not appear in the results. Select Can’t find your address? under the field to manually enter your address.

Note: This update is for Address fields used in custom forms. No additional setup is required.

Now available in the Workspace for new forms are the following batch options:

• Request: Resubmission

  • Publish

  • Unpublish

• Requirements

  • Publish to Web

  • Delete from Web

  • Resubmission

    • Requirement publish

    • Requirement cancel

Note: This update only impacts applications started in the new portal.