What’s new
Release Version 7.2.4 introduces several key enhancements, including the addition of Data Compliance, Custom Views, and Portals under the Libraries section. This update also debuts a new Reports page and a Subscription Maintenance page within the Admin module. Additionally, the Settings page has been upgraded with new sections for improved configuration.
Libraries
1. Data Compliance
The Data Compliance module has been added to the Library, featuring three new sub-pages: Obligations, Citations, and Categories. These pages provide full CRUD capabilities (Create, Edit, Delete) and support mapping to other object types. Additionally, we have introduced advanced grid features, including filtering, column management, and the ability to create Custom Views.
2. Custom view
A Custom Views page is now available under the Library, allowing users to manage views for all content types. Users can apply and save filters as part of the Custom View experience. From this centralized page, users can also edit or delete existing views.
3. Portals
A new Portals management page has been introduced under the Library, providing a centralized location for users to build and maintain their portals. Users can now Create, Edit, and Manage portals with ease. Each portal can be customized by adding various page types, including Retention Schedules, Content Types, Custom Pages, and Advanced Search. Additionally, these portals can be shared with specific User Groups, adhering to the permissions and access controls defined for that group.
Admin
Subscription maintenance
The Subscription Maintenance module has been introduced under the Admin section, enabling centralized management of Deliverables content types—including Retention, Privacy, and Data Compliance Citations, Jurisdictions, Citation Groups, Legal Subjects, Legislative Areas, and Spotlights. The interface supports advanced grid functionality such as Filtering, Column Customization, and Exporting (CSV/Excel). Additionally, users can review, accept, or reject updates sent via GRS. Upon completion, the page can be published by selecting either a Major or Minor version type.
Settings
New Subsections have been introduced within the Admin Settings, including General, Portal, Report, Subscription Maintenance, and Content Handling. Users can now configure and save specific child settings within each of these categories. Once saved, these configurations are applied globally across the application.
Reports
The new Reports page allows users to generate configurable Records Retention Schedule Reports. This enables the viewing, analysis, and export of structured retention data across Record Classes and Mapped Objects to support compliance, audits, and governance.
Technical Support
For technical support, contact us by opening a ticket in our system.
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