FilePulse 360 Release Notes: May 2024 Redlining Functionality
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Details:
Release Notes- May 2024
Package Name: FilePulse360 Latest Version: 2.10.0 Latest Version Name: FilePulse360/April2024
New Features
Redlining Responsibility Assignments for Conga Contracts for Salesforce clients
In the latest release, FilePulse users will be able to assign individuals or a queue to a specific clause that is built in your clause library to be notified if it is redlined.
There is a FilePulse 360 Reviewer setup page where you can assign the individuals or queues to each clause within your clause library.
When the negotiated redlined document comes in, if someone or a queue is assigned to that clause, a task will create and notify them to review.
There is a component that added to your Contract Agreement home page that shows which clauses were modified and if tasks were assigned - eliminating the manual work of reviewing and tracking down individuals to review the clause and follow up with them.
The task will stay open until it is reviewed and the individual/queue marks the task complete
The component will display that the task is open or complete for quick visibility.