Collaborate Module Enhancements

The Trial Interactive Collaborate module allows the users to work together on editing/reviewing documents. The all-improved TI Collaborate now offers many solutions, such as auto-routing improvements, team edit improvements, offline checkout improvements, and signature improvements.

TI v10.5 makes several key updates to the TI Collaborate functionality to make it easier for users to collaborate on documents and share them with the necessary rooms. TI has improved the auto-routing functionality between rooms when sharing or publishing documents between TI rooms. Additionally, TI v10.5 now allows adding groups of users to a collaborative editing session rather than having to assign one user at a time while simultaneously updating the UI to make it even easier to create these sessions.

Auto-routing of documents

Understanding the challenge of efficient document organization and routing, this enhancement allows the auto-routing of documents to specific folders upon their import into a room.

  • Document Sharing: Documents shared within a room are routed to specific folders based on their Document Type metadata.
  • Bulk Uploads: Uploaded documents are auto-organized according to their associated Document Type metadata.
  • API Integrations: Documents sent to the room via API are sorted into designated folders based on their metadata.
  • Drag and Drop: Manually moving documents between rooms or browser tabs triggers auto-routing based on Document Type metadata.

Improve Team Edits Window to 'Add Groups' as Collaborators

The improved TI v10.5 Collaborate module allows adding groups to the team edit sessions. Moreover, the users also can extract the users from a specific group and add them as collaborators.

eSignature Notifications

When a document is sent through eSignature, instead of notifying all signers at once that they must sign the document at the start of the serial signature process, each signer is notified in turn, receiving a notification when it is their turn to sign the document.

Approve and Rejected Notification

Addition of an optional email notification to the document submitter when a Document's status changes, indicating if the document has been approved or rejected.

Disabling the offline check-out option for Collaborate/Team Edit

A room option to, if desired, prevent off-line checkout and require track changes to the document.