Delegation Improvements

FeatureGeneral availability on-premisesGeneral availability onlinePublic preview
Delegation improvementsCheckmark Sep 1, 2021Checkmark Oct 1, 2021-

Feature details

Although the delegation functionality that was introduced in Continia Document Capture 6.00 has been well received by users, we are planning to give it an overhaul by adding a number of requested features. The following additions are currently in scope:

  • Delegation to groups, similar to what's possible in approval sharing
  • Access to related information directly from the delegated document list
    • Access to related purchase orders
    • Access to the document card, given that the user is set up with the necessary privileges
  • Notification emails
    • Only notify when new documents have been delegated
    • Include a link to the delegated documents page within the email
  • Better control of what user is chosen in Auto Delegate
  • The tile Delegated to me placed in a separate page part to be used in role centers for users who don't need to see the default Document Capture role center