Xactly eDocs & Approvals 2018-05 New Features
This article describes the new features available in Xactly eDocs & Approvals 2018-05, which include:
- Ability to Download from Track Documents Page
- Ability to Use DocuSign E-Signatures on the Mobile Apps
Ability to Download from Track Documents Page
Xactly eDocs & Approvals 2018-05 adds the ability to download document status and comment files from the Track Documents page.
Download From Track Documents Page
Clicking the 
button allows admins to choose the items (either document status or comments) to download as either a comma-separated value (CSV) or text (TXT) format file.
Administrators can also optionally apply saved searches or filters to show appropriate documents, then download only the results from that search. This makes it easier for admins to export pertinent information.
Ability to Use DocuSign E-Signatures on the Mobile Apps
Xactly Incent 2018-05 introduces support for plan document acceptance using the Incent for iOS and Incent for Android apps for documents requiring a DocuSign e-signature.
DocuSign Documents Pod
Users can access these new features using the DocuSign Documents pod, through which they can see all plan documents routed to them.