2024.15: Compliance Preview and Auto-Assign Updates

Created by Kenneth Abad, Modified on Wed, 10 Apr at 12:05 PM by Kenneth Abad

Features: 


Add document preview of Compliance Items (US-6928): Documents inside of Vendor and Client compliance items will now be able to be previewed.


  • Selecting the Document will open the preview
  • Selecting a different compliance item will automatically open the preview for the newly selected compliance
  • You can download the document from the previewer


Auto-Assign Edit/Delete Changes (US-6945): We have removed the context menu actions from the Auto-Assign page, and put Edit and Delete into the edit screen. This can now be accessed via clicking on the Auto-Assign line that you would like to change.


Selecting the delete option will ask you to confirm, just to make sure we don't accidentally get rid of important information.




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