Agiloft’s Spring Release (April 2021) is all about making your work easier with an enhanced user interface, using AI to streamline processes and improved tools to accelerate your productivity.
The specific enhancements you will see with the Spring Release 2021 include:
- Search, view and navigate faster with the new, intuitive Agiloft interface.
- Pinpoint the results you need more quickly with new search.
- Streamline your workflow with our MS Office integrations.
- We now bring the full Adobe sign e-signature experience into the Agiloft platform.
- Identify more clauses and critical facts – faster and more accurately – with the new and improved AI toolkit.
Top Navigation Bar
Put all your most frequently visited tables at your fingertips with the new top nav bar, which places all your navigation items in a convenient toolbar across the top of the screen. With the nav bar, you can group related tables and navigation items into modules, so they're all available on the toolbar while you're working in one part of the system. For example, Contract Managers can configure a Contract Management module that has everything they usually need, without cluttering the screen with items they only need occasionally. You can use the menu icon to switch between modules or search for specific tables you want to open right away.
Global Search Improvements
Global search has gotten much more powerful and flexible, with a new drop-down option to search a specific table, collated results by table when you search the whole KB, and the new Quick Search pane to further filter the records found by the search.
Direct File Edit
When you attempt to directly edit a file that is currently being edited by another user, and concurrent editing isn't enabled, you now see the name of the other user in the message that appears. This way, you can tell that your permissions are correctly configured, and another user is the reason editing is blocked. Previously, it wasn't clear from the message why the "Edit and Checkout" button didn't appear, which made it more difficult to troubleshoot editing permissions.
Adobe Sign Previews
Easily and clearly control your Adobe Sign agreements using new preview options, directly from your Agiloft system. Preview now lets you review and edit the current recipient list, message contents, and ordered file list before sending. You can even add password protection, adjust the reminder schedule, and select a language for the recipients. These options now appear when you click Preview/Sign from an Adobe Sign agreement.
