1) Saved Files Property available for Objects

Now you can upload files to Object Records the same way as Document Records.

We added a feature that allows the activation of Saved Files Property for Object Records.

The Saved Files Property for Object Records can be assigned to certain Objects only, and it has other standard settings just like any other Object Property.

The only difference between Document Records and Object Records is that the e-signature process cannot be initiated for Files uploaded to Object Records.

2) Workflow customization for Drop Area Widget

Up until now, any File dropped in the Drop Area Widget of the Dashboard would initiate the Workspace default Workflow.

From now on, it’s possible to select which Workflow is applied when a File is dropped to a certain Widget.

If you use the Start Signature Widget, ensure that the first Stage of your Workflow allows the e-signature process to be launched.

3) Customize button for creating Object Records

The Create Record button text displayed for an Object can be customized for each Object. For example, if you create an Object called Vendors, the button text could be named “Add Vendor” instead of the generic Create Record text.

To customize the button text, go to Settings, section Objects, click the Edit button for the selected Object, insert text for the new button and click confirm.

4) Renaming Workflow

Now you can rename a Workflow. Open the Workflow Editor and select the pen icon next to the Workflow name.

5) Enhanced AdobeSign Integration

We enhanced the AdobeSign integration with Legito receiving a higher level of partnership certification.

Legito will roll out the new features in the upcoming months to all server locations.

1) Saved Files Property available for Objects

Now you can upload files to Object Records the same way as Document Records.

We added a feature that allows the activation of Saved Files Property for Object Records.

The Saved Files Property for Object Records can be assigned to certain Objects only, and it has other standard settings just like any other Object Property.

The only difference between Document Records and Object Records is that the e-signature process cannot be initiated for Files uploaded to Object Records.

2) Workflow customization for Drop Area Widget

Up until now, any File dropped in the Drop Area Widget of the Dashboard would initiate the Workspace default Workflow.

From now on, it’s possible to select which Workflow is applied when a File is dropped to a certain Widget.

If you use the Start Signature Widget, ensure that the first Stage of your Workflow allows the e-signature process to be launched.

3) Customize button for creating Object Records

The Create Record button text displayed for an Object can be customized for each Object. For example, if you create an Object called Vendors, the button text could be named “Add Vendor” instead of the generic Create Record text.

To customize the button text, go to Settings, section Objects, click the Edit button for the selected Object, insert text for the new button and click confirm.

4) Renaming Workflow

Now you can rename a Workflow. Open the Workflow Editor and select the pen icon next to the Workflow name.

5) Enhanced AdobeSign Integration

We enhanced the AdobeSign integration with Legito receiving a higher level of partnership certification.

Legito will roll out the new features in the upcoming days to all server locations.

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