Create New Documents in Fewer Steps
We’ve removed the requirement to add organizations and contacts prior to creating a new document, streamlining the process to get started on new documents.
As part of this change, there will no longer be a one-to-one relationship between project participants/roles and documents. As a result, the default view within the Project Hub will be removed since it forces the alignment of documents by organization and limits the ability to view multiple parties associated with a document. It will instead default to the “Documents” page, which is a list of all documents within a project.
Note that organizations can still be selected and added to a document. The associated organization information will be populated in the appropriate document variable fields when the document is created. The organization information will change if a different organization is selected after the document is created.
However, changes made to the organization details from the Address Book after the document has been created will not impact the content in the document variable fields and must be manually updated.
Users will now be able to add a Project Team without having to leave the Document Creation wizard. When adding a Project Team (not required) to a Document during Document Creation, you will now be able to select “Create New Organization”. This will slide out a panel to add a new contact directly to your address book and assign it to your document without having to leave the page.
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