Xactly eDocs & Approvals 2018-11 New Features
This article describes the new features available in Xactly eDocs & Approvals 2018-11, which include:
- Download Recall & Reassign History
- Process Status Page Retired
- Docs Pod/Track Page Improvements for End Users
Download Recall & Reassign History
Introduced as part of the eDocs& Approvals 2018-08 release, the Recall & Reassign History area allows administrators to view the status and history of actions performed on multiple documents on the Track page.
Recall & Reassign History Screen
Xactly eDocs & Approvals 2018-11 enhances this feature by adding the ability for administrators to download recall and reassign history information to their local machine, as needed.
Process Status Page Retired
As announced in August, the Docs > Track > Process Status area is being removed as part of the Xactly eDocs & Approvals 2018-11 release.
Track Screen
The Track page (introduced in April) now covers all of existing process status functionality, and much more. With this release, the Track page completely replaces the Process Status page.
Docs Pod/Track Page Improvements for End Users
Xactly eDocs & Approvals 2018-11 improves the end user experience with the Xactly Docs pod and the Track page.
Simple style changes help users better understand the information and simplifies the process to access a document. Previously, users had to click the View button; now users can click anywhere in the row to perform the same action.