05.16.2019 Release Notes

Updates

Documents>Staff has been added to the Documents navigation. This contains all document files attached to staff and staff-related records.
Document>Administration now contains Time & Effort Certifications and Expense Import folders. The Time & Effort Certifications folder contains all certified timesheets. The Expense Imports folder contains all imported expense templates.
System-generated grant folders have been added to align with the grant tab navigation structure. As such, expense attachments are now located the grant folder's Expenses folder, following this folder path: Post-Award/Financial/Expenses. Previously expense attachments were located in the grant's Budget folder. Similarly, achievement attachments are now located the grant folder's Achievements folder, following this folder path: Post-Award/Performance/Achievements. Previously achievement attachments were located in the grant's Performance folder. For more information, see the Document Management User Guide.
Folders that contain sub-folders and files can now be deleted. They will require an additional prompt to confirm deletion.
Documents item-specific dropdown menus have been replaced with item-specific icons.
The grant Public folder has been removed. Funders can now view all recipient-added documents in their sub-award folder.
Document create and folder create are now two separate icons and pop-up windows.
The Document list page columns have been updated.

Documents folders can no longer be created with a blank name.
Fund Admin and Fund Users now have access to Documents>Funds and >Grants.
Project Admin and Project Users now have access to Documents>Projects and Documents>Grants.