Release date: 19 February 2019
The latest Kurtosys release comprises significant enhancements to the DocPress Document Production Center to give you more control over, and visibility into, your document production process – while also improving document accuracy and saving you time.
Features in this release include:
Use of Segmentation Lists in Workflows
This release introduces the ability to to use Segmentation Lists in your document production workflows, with all changes made to relevant Segmentation Lists automatically pushed through to the Production Center.
Automatic Document Distribution
The DocPress Production Center now has the functionality to automatically distribute your fund documents documents created in the Production Center to your Kurtosys Document Hub and other sftp services, like FundInfo.
Ability to Reorder WorkFlow Steps
This Kurtosys release also provides you with the ability to change the order of items in your Production Center workflow.
Workflow Step Exceptions
You are now able to create an exception for any workflow steps of which you are an approver, making it easier to explain to your team why you have rejected a specific document during the production process, all from within the DocPress interface.
Document Approval History
The DocPress Production Center now provides the full approval history of each document in a production workflow. Should you need the approval history for an entire production run, you can download it in bulk.