Aproove Work Management is excited to announce a HUGE new release that contains many new amazing features that give substantial business benefits to our AWM Classic and AWM Enterprise customers!
Forms are a significant new addition that gives endless possibilities for companies to improve and automate business workflows. The addition of forms allows stakeholders to make requests in a structured way by filling out the necessary information in pre-built forms that are relevant to your business operations.
Present forms to users anywhere in a workflow and the data that gets input is stored in the AWM database allowing the possibility to reuse the collected information further in a workflow as stored metadata. Learn More About Forms.
Introducing Note Tags!
A major enhancement to our Online Proofing functionality "Note Tags" are designed to help with identification, classification, and decisions on individual annotation notes.
To enhance this feature even further, you can (optionally) request a user to explain the reason they chose a particular note tag. For example, if a user uses a note tag of "reject note," you may want an explanation of why they rejected the note.
Applying Note Tags can also set the visibility of the annotation notes for other users. For example, notes tagged with "marketing team" could be hidden from the users in the "legal" team. Users can also filter on the notes to display only the notes they care about. More about Note Tags
The new whitelisting function allows sharing features such as @mention, instant share & project creation to be restricted to your whitelist. Restrictions can be applied at a domain or even individual email level! This enhanced security feature keeps you in control of whom project tasks are sent to.
What Else is New?
See below for the full list of features and product enhancements inside the latest version of Aproove Work Management! Any existing customer who would like the full list of features and bug fixes, pleaseget in touch!
Add Note tags
Add tag filtering to note tray
Add tag filtering to note selection when exporting annotated PDFs
New trigger on note tags
Global notification for note tagged activity
Set allowed note tags in schema
Set automatic tagging for users in schema
Option to allow multiple tags per note in schema
Task-level permissions to allow note tags
Option for mandatory comment on specific note tags
Task option for note tags
Add error message comments that don’t match the comment validators
Task option to add tags without the permission to add notes
Support for forms in workflow steps
Add custom types to metadata definition
Add form task completion to project history
Add preview option when designing forms
Select metadata key type in forms
Option to duplicate metadata key type
Do not allow metadata keys to be saved without a type
Ability to add keys from different teams
Grey-out form field when they are read-only
Support localization in form title and info
Support duplication of forms
Advanced and Stored Filters
Add Advanced Filter list in dashboard
Add Advanced Filter editor window
Ability to store filters
Ability to share stored filters
Restrict the renaming of a filter only in the edit window
New option to show advanced filter editor window
Option to manage stored filters and shortcuts in favorites
Support for metadata keys in conflict manager (deadline and decision)
Support for metadata keys in deadline conflict next workflow step
New automated action to execute a report
Support metadata fields in project rename action
Option to copy metadata in create project action
New JSON metadata type
Support JSON type metadata keys in step task assignments
Task option to select form
Task option to show/hide welcome screen
Rearrange task options for reviewing
Support metadata fields in create project action for project name
Allow a contact group as a conflict manager for deadline and decision
Action : Move note : Move a note into a schema group
Allow step destination to be the current step
Add new system tags for callback url and edit metadata actions
Flow step guest metadata : add option to create an unassigned task if value is empty
Flow : Ability to edit action order in a flow step
Team task : handle step guest of type metadata contact group
Team task : handle step guest of type metadata JSON