Folio

Releases


General Improvements
March 01, 2019

Various security updates, small incremental improvements, and bug fixes.

Workflow Auto Transition
February 28, 2019

Ability to configure rules on a workflow that determine when the document set automatically transitions from one status to another.

Transition Notifications
February 27, 2019

Ability to send email notifications to a group of users when document sets are transitioned from one status to another within a given workflow.

Approval Notifcations
February 25, 2019

Ability to send email notifications to a group of users that are responsible for approving a document set.

General Improvements
February 19, 2019

Various security updates, small incremental improvements, and bug fixes.

Advanced Document Grouping
February 05, 2019

Expanded capabilities to define complex business rules to determine which document get grouped together into a document set.

Document History
February 05, 2019

The history of the entire lifecycle of a document, which has always been tracked behind the scenes, is now viewable from the application. This enables administrators to easily access a complete document history showing all actions, approvals, additions, modifications, etc. that occurred to the document and is very useful for compliance audits.

Workflow Comments
February 05, 2019

Users now have the ability to add a comment while transitioning the document set from one status to another. This is very useful when rejecting an approval for a specific reason.

Email Inbox
February 05, 2019

Documents and files can now be uploaded to Folio by attaching the desired files to an email and sending the email to a specific email address. When the email is sent, Folio will process the attachments and automatically group the documents into document sets. This is a great mechanism to automate the ingestion of documents to Folio without having to invest in a more complex integration.

General Improvements
January 24, 2019

Various security updates, small incremental improvements, and bug fixes.

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