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Release Notes – Version 4.08

Version 4.08 Release Date: 2022-12-17   Possible Breaking Change The Record Merge logic has been changed in this release. This merge logic is used when merging Records from the Search screen or from within a Record screen. There are 2 logic changes in this...

Workflow Signatures

  Signing Documents in Workflow Many workflows require a sign off of some kind to show that the user has agreed to or approved some action or statement. In some cases, the sign off can be as simple as them clicking an APPROVE button. In other cases, the situation...