What's New - Unifier v17 SaaS
In Unifier 16.2, CEGBU focused heavily on improving the document management features, business process management and better embedding of analytics. This trend continues with v 17 Unifier SaaS improvements.
The document management library enhancements continue to improve ease of use, better security and maximizing the power of AutoVue.
File Upload - administrators can now define the types of documents that are allowed to be uploaded. This includes file size management, file types allowed or restricted.
Document Metadata - when copying documents, the metadata is copied to make editing and managing documents easier.
Line Item Attachments - line item attachments can now be made mandatory in uDesigner at the BP level.
Publishing - Auto controlling publishing of attachments can also take place on document and line status change
Document Review Screen - when reviewing a document, the user now has the ability to publish in the same process window.
Copying Attachments - moving attachments from the line item to the header of a document can now be part of a BP creation.
- Stamps - When using AutoVue for collaborative document markups, the user can include stamps. These stamps are being used to action control privileges automatically.
- Revisions - The user can see document revisions from AutoVue in Unifier.
Reading more user attributes into Analytics to make your data easier to work with and make available to the extended team to get the data THEY need for Unifier.
Bidder Portal - Better templating and control over bidders e-mail formatting for a better user experience.
Payment Applications - removed the restriction of one at a time. Now you can have more than one pay app in flight at a given time. It uses the existing Schedule of Values (SOV). Good but dangerous of course.
Negative Change Orders - no restrictions
Logs - better ability to manage user views and to perform actions without having to open records
About the Author
Nicole’s drive for success came at a young age growing up in a family of eight competitive swimmers. As treasurer and president of her high school, one could also say that leadership skills came naturally. Her love of teaching and helping others also developed early as swim instructor and lifeguard while she was studying Building Engineering at Concordia University in Montréal. After graduation, Nicole worked for 6 years in a forensic investigative role on project dispute avoidance and claims resolution cases for Revay and Associates and High-Point Rendel. Nicole learned early on in her career just how critical strong project management was to ensure project and corporate success.
To learn more about Nicole please refer to her executive profile.