October 28, 2024 Updates

Workia Release Notes (20241025.5)

New: Docusign e-signatures!
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You can now send documents for signature via Docusign.

Once enabled, signatures can be configured in document templates to enable secure routing of document signatures within Workia.

• Review and re-order signatures before sending the document for signature.
• Once a document is signed, users will receive an email confirmation, keeping you informed every step of the way.
• This feature requires that your company has its own Docusign account.

Improvements:

• Enhanced notifications for users when email attachments are not accepted by Workia. Generally this is due to security reasons. Users will now receive clear feedback on why certain attachments failed to upload.
• Improved the user experience of emails sent into the system, including multiple indented replies caused by some email engines.
• Users can now opt in, or out of being automatically CCed on their emails. This is configured in their profile and by default is opt-in.

Fixes:

• Resolved an issue where updating planner inputs would reset the Cost Estimate, ensuring that user inputs are preserved
• Addressed an issue related to cost estimate entitlement count incorrectly including estimates from Planner.

Workia Mobile Release Notes

• We've improved the Uploads module, allowing users to upload files without the need for a checklist expressly requiring it.