Collaborative Document Management

Enhancements

• Added Signature Blocks in CDM (AA-3092).
• Users can now add signature blocks in between sections of a CDM document.
• Users are able to name signature blocks, add associated fields, and utilize them in the CD&E project stage workflow.
• Signature blocks can be edited, removed, and associated fields can be added, edited, and sorted.
• Added the ability to add signature blocks in PDF Form Fill documents. (AA-3094)
• Enabled the addition of associated fields to signature blocks, including field name/label, field type (date or text), and variable name. (AA-3105)
• Users can add, sort, and edit associated fields.
• Signature blocks and associated fields can only be signed/edited during the CD&E stage.
• Added the ability to sort associated fields within signature blocks. (AA-3163)
• Implemented a signature block component for signing documents. (AA-3164)
• Enabled the functionality to sign contracts within the system. (AA-3227)
• Enhanced Document Downloading: Allow users to download single documents from all document list views in the application (AA-2147).
• Added a "Download" option to the kebab menu for all documents in document list views.
• Download modal opens with format options (PDF, Word, etc.).
• Form fill documents can only be downloaded as PDFs.
• Placeholder documents do not have a download option.
• Download option is available for documents in all statuses.
• Export behavior respects section settings ("Make section toggleable").
• Download modal is accessible via keyboard navigation and screen readers.
• Improved color contrast for section headers to be ADA compliant. (AA-2859)
• Added functionality to restore excluded documents in CDM Stage Documents. (AA-2880)
  

Bug Fixes

• Fixed an issue where smartlinks in exported Word and PDF project documents were leading to error pages. Smartlinks now correctly navigate to the corresponding sections within the document or open a browser window to that section. (AA-2284) 
• Fixed issues with the "Add Section" modal, including focus issues and incorrect behavior when pressing Enter. (AA-1456) 
• Corrected the visual inconsistency where the quote line extended beyond the quoted text. (AA-2141) 
• Ensured consistent widths for insight type options in the Add Section Insight modal. (AA-2166) 
• Resolved issues with font sizes, scrolling behavior, and close button functionality in insights with large amounts of text. (AA-2171) 
• Fixed an issue where the "+Add content Block" button was not adding signature blocks to the last section of the document. (AA-3204) 
• Made field name and variable name mandatory in the Add/Edit Signature Block Field modal. (AA-3209)
• Fixed an issue where certain fonts were not applying correctly in the signature type form. (AA-3387) 
• Added error handling for signature uploads and prevented users from saving empty signatures in the signature type form. (AA-3388) 
• Fixed an issue where users could not interact with associated fields after reloading a form fill document. (AA-3401) 
• Corrected an issue where the font color would revert to black, and the font size was too small when saving a signature. (AA-3404) 
• Fixed an issue where child subsections appeared out of order in the document if a parent section was hidden by a conditional rule. (AA-2272) 
• Resolved a bug where forms using Variable Components displayed the Key Value instead of the Input Value in the approval workflow. (AA-2280) 
• Fixed a bug where reordering sections showed all available sections instead of only the selected ones. (AA-2858) 
• Fixed a bug where downloading a PDF connected to an empty Form Fill document downloaded the empty form fill instead of the associated PDF. (AA-2988) 
• Resolved an issue where section numbering did not appear in PDF/Word exports when only titles were hidden. (AA-2999) 
• Addressed an issue where the web spell checker was not working as expected. (AA-3208)
• Editor’s styles control paragraph spacing, adjusted editor settings to resolve. (AA-1876) 
• Paragraph spacing controlled by editor settings, adjusted editor settings to resolve. (AA-1879) 
• Tables pasted inside lists remain within the list, maintaining the correct list numbering and indentation. (AA-1888) 
• The issue where list numbering and nesting were broken when pasting from Word into editor has been fixed. (AA-1891) 
• Empty paragraphs with underline styling are correctly converted into lines after pasting content into editor. (AA-1963) 
• The incorrect nesting of lists when pasting content from Word into editor has been fixed, ensuring that the list hierarchy is correctly preserved. (AA-1964) 
• Paragraph spacing is preserved when pasting content from Word into editor. (AA-1965) 
• Resolved issues with rendering ordered and unordered lists together. (AA-1966) 
• The issue where an extra empty column appeared on the right side when copying a table from Word and pasting it into the editor has been resolved. (AA-1967) 
• The issue where nested tables were breaking the parent table’s structure when pasting has been resolved. (AA-1968) 
• Text positioning relative to an image is now preserved when pasting from Word to editor. (AA-1969) 
• Text formatting and background colors in tables are now preserved when pasting from Word to editor. (AA-1970) 
• Table column widths are now preserved when pasting from Google Docs to editor. (AA-1972)

Form Builder

Enhancements

• Form Fill Documents Download: Include them in the download ZIP and as individual document downloads.(AA-3133) 

• Form Fill documents are now included in ZIP file downloads when multiple documents are selected. 
• Each Form Fill document is also available for individual download as a PDF. This functionality is available in both Configuration and Project sides. 

• Enabled PDF download for intake form stages regardless of completion status. (AA-3113) 
• Enhanced the system to support decimal precision up to the thousandths place in Calculation, Number, and Subtotal fields. (AA-2761)

Bug Fixes

• Fixed an "Unauthorized" error that occurred when downloading form fill documents as PDFs in production. Documents now download successfully. (AA-3112) 
• Fixed a 500 Internal Server Error that occurred when downloading form fill documents from the Configuration/Project side. Form fill documents now download correctly. (AA-3169) 
• Fixed an issue where date variable values were not displaying correctly on form builder stages. Date variable values now reflect correctly. (AA-3251) 
• Fixed an issue where form fill documents were displaying the variable name instead of the selected value from global datasets. (AA-2405) 
• The downloaded PDF now reflects the choice made in a Radio field that is only using numbers. (AA-3309)

Multi-Stage Approvals

Enhancements

• Allow for Automatic Progression in MSA Approval Workflow.(AA-2287) 
• Implemented automatic progression to the next approval step immediately after the current approval step is completed. 

• This enhancement improves workflow efficiency, especially when "Blocking Approval Step" is configured. 

• Allow users to choose automatic approval on stages in project templates.(AA-3095) 
• Added a dynamic checkbox in project template configuration to enable automatic approval step progression for MSA-enabled stages. 
• This allows project stages to automatically progress through approval steps once the approval flow is started. 

• Automatically begin project approval steps when stages have automatic approval steps turned on in the project template.(AA-3096) 

• Enabled manual start of the approval process while ensuring automatic progression of approval steps when enabled. 
• Implemented pausing of approval progression when no approvers or content are assigned. 
• Added automatic email triggers for approval step progression and restart of the approval process on changes.

Bug Fixes

• Fixed an issue where Smart Tables were not visible for assignment to approvers in the MSA workflow. (AA-2283)
• Fixed: 500 errors resolved when removing approval steps in project workflows. (AA-3160)
• Fixed: Users can now edit title/description after copying an MSA step. (AA-2188)

Online Submissions

Enhancements

• Updated agency read-only submission view with new header, documents provided section, and collapsible submission responses. (AA-2909) 
• Improved “Submission Responses” section with hide/show arrow, item count, and field show order. (AA-3138) 

Bug Fixes

• Corrected permissions for the "Edit Submission Details" button in Online Submissions. Users who are not Project or Stage Owners no longer see the button. (AA-2970) 
• Corrected the text of the button to read "Unpublish and Edit" instead of "Unpublished and Edit". (AA-3121) 
• Resolved an issue with the order of completion for rich text fields in Online Submissions. Users can now save responses in any order. (AA-3335) 
• Fixed an issue where users were being redirected to Workbook 1 after removing a response in Workbook 2. Users now remain in the correct workbook. (AA-3349) 
• Added the missing Online Submissions icon to the stage view. (AA-3405) 
• Fixed: Resolved Error 500 when trying to enter opportunity projects from suppliers UI. (AA-2966)

Evaluations

Enhancements

• Evaluations - Allow evaluators to Review and Score Submissions (AA-1340). 
• Implemented the evaluation view, allowing evaluators to review and score submissions. 
• Added supplier information header with navigation arrows. 
• Implemented a Table of Contents (TOC) for easy navigation. 
• Enabled viewing of supplier documents and evaluation items. Implemented save functionality for responses, with date/time stamps and edit options. 
• Added "Complete Evaluation" functionality. 
• Implemented error handling and performance considerations. 
• Evaluations - Assign Team Members as Evaluators (AA-1341). 
• Enabled project/stage owners to add submission evaluators. 
• Implemented search functionality for existing org members. 
• Added functionality to remove evaluators. 
• Implemented error handling for adding and removing evaluators. 
• Evaluations - Allow project/ stage owners to select winning bidder and award (AA-1342). 
• Added "Award" button in the scoring summary view. 
• Implemented confirmation modal for awarding submissions. 
• Added "Remove Award" functionality. 
• Enabled award/remove functionality until stage completion. 
• Evaluations - Email Notification to other bidders that contract has been awarded to another supplier (AA-1343). 
• Implemented automatic email notifications to non-awarded suppliers. 
• Ensured emails are sent to the primary contact email. 
• Implemented dynamic fields in email content. 
• Evaluations - Show evaluations stage home on a project with an evaluations stage (AA-2259). 
• Added Evaluation Stage Home Page with workbook status and progress. 
• Implemented evaluator notification banner. 
• Added "Complete stage and award" button. 
• Added Tabs to the page. 
• Evaluations - Allow project/stage owners to start evaluations (AA-2260). 
• Added "Begin Evaluation" button for eligible workbooks. 
• Implemented modal for setting completion dates and comments. 
• Implemented automatic email notifications to evaluators. 
• Updated workbook step status to "In Progress". 
• Evaluations - Show submissions tab of evaluation stage (AA-2261). 
• Added submissions overview on the submissions tab.
• Implemented searchable table view. 
• Added default and key criteria columns. 
• Evaluations - Allow project/stage members to view individual submissions from the evaluations stage (AA-2262). 
• Implemented read-only submission view. 
• Added supplier information header and navigation arrows. Implemented Table of Contents (TOC). 
• Implemented ability to view referenced documents. 
• Evaluations - Add workbook details view (AA-2273). 
• Added workbook details view. 
• Displayed workbook title, description, status, and progress. 
• Displayed evaluators list and added functionality to add new evaluators. 
• Evaluations - Email notification to evaluators that an evaluation has started (AA-2274). 
• Implemented automatic email notifications to evaluators when evaluations start. 
• Added Link to the evaluation view. 
• Evaluations - Allow evaluators to add justifications (AA-2328). 
• Implemented justification field with rich text editor. 
• Enforced justification requirement before saving responses. 
• Evaluations - Scoring summary tab (AA-2347). 
• Added scoring summary tab with searchable and sortable table. 
• Implemented standard and dynamic columns. 
• Handled in-progress and failed submissions. 
• Evaluations - Allow stage owners to complete the evaluations stage (AA-2374). 
• Enabled "Complete Stage and Award" button. 
• Implemented confirmation modal. 
• Implemented email notification to awarded supplier. 
• Blocked further evaluations and changes to awarded submissions. 
• Evaluations - Show evaluation Scorecard (AA-2375). 
• Implemented scorecard modal. 
• Displayed supplier name, total score, and scorecard table. 
• Evaluations - Email Notification to winning supplier that a contract has been awarded to them (AA-2941). 
• Implemented automatic email notification to the winning supplier. 
• Ensured email is sent upon completion of the stage and award. 
• Included dynamic fields in the email content. 
• Evaluations - Add validation for evaluation stage to always have online submission stage before (AA-3010). 
• Added Validation to project template publish, to ensure that an online submission stage is before the evaluation stage. 
• Evaluations - Create global variables from awarded supplier information (AA-3053). 
• Implemented saving awarded supplier information as global project variables. 
• Evaluations - Hide Key Criteria for fields that cannot be rolled-up (AA-3110). 
• Hid key criteria for open ended, custom options and Global Scoring set criteria. 
• When adding a worksheet item, clicking outside the modal closes the modal and the user loses their work. (AA-3210). 
• Implemented a fix that prevents the modal from closing when clicking outside of it, thus preserving user work.

Bug Fixes

• Fixed a 404 error that occurred when deleting a submission in Evaluations Workbooks on the supplier side and then refreshing the page. The page now refreshes normally. (AA-2986) 
• Restricted the ability to award more than one evaluation. (AA-3302) 
• Ensured that the awarded supplier is displayed at the top of the list. (AA-3305) 
• Removed the incorrect separating line in the "Scoring Summary" and "Submissions" tabs. (AA-3321) 
• Implemented immediate blocking of further evaluations and disabling of the award button upon stage completion. (AA-3332) 
• Evaluator justifications - Justification field changes (AA-3333) 
• Converted the justification field to a rich text editor text area. 
• Enabled automatic height adjustment of the justification field based on content. 
• Evaluator justifications - Justification empty validation and UI (AA-3334) 
• Prevented bypassing empty field validation with blank spaces. 
• Added a separator bar between the last criteria and justification fields. 
• Evaluations - Workbook Evaluation Type - "Blocking evaluation" type is not working as expected (AA-3345) 
• Corrected the "Blocking evaluation" type functionality to prevent evaluations in blocked workbooks. 
• Evaluation Workbook Statuses - Some statuses are missing (AA-3348) 
• Added "Missing Evaluators" and "Waiting for Previous Evaluation" statuses. 
• Corrected the "Completed" date format. 
• Evaluator - The evaluator is added with "Viewer" role and because of this the evaluator cannot perform the evaluation (AA-3350) 
• Ensured evaluators are assigned the correct role to perform evaluations. 
• Evaluations - Scoring Summary - 500 error before adding an evaluator (AA-3369) 
• Resolved the 500 error that occurred in the "Scoring Summary" tab before adding evaluators. 
• Justifications - Text field grows in width (AA-3382) 
• Prevented the justification text field from growing in width with long words. 
• Justifications - Previous error messages are saved and appear next to successful messages (AA-3383) 
• Corrected the display of error messages, ensuring only current messages are shown. 
• Evaluator response - Order of completion among justification fields (“Entries justification can’t be blank” error message) (AA-3384) 
• Enables users to save justification responses in any order, without "Entries justification can't be blank" errors. 
• Preloaded the evaluator's email in the sign-in page and removed the unnecessary alert message. (AA-3402) 
• Added the missing Submissions Evaluation icon. (AA-3406)

Contract Lifecycle Management

Enhancements

• Contract Repository - Create Contract Repository View. (AA-3188) 
• Added “Contracts” to the left navigation bar. Implemented 
• Contract Repository with Active Contracts tab, search, and pagination. Contract Detail Page (AA-3189) 
• Implemented the Contract Detail Page. 
• Displayed contract name and project description in the header. 
• Showed contract details section with date created, expiration date, amount, and linked project. 
• Added "Edit Contract Details" button. 
• Displayed Supplier Details section if a supplier has been awarded. 
• Showed Contract Documents sections for finalized, contract package, and supplier-provided documents. 
• Allow users to edit contract details (AA-3190) 
• Implemented modal for editing contract details. 
• Included fields for contract name, contract number, expiration date, and contract amount. 
• Added "Save Contract Details" and "Cancel" buttons. 
• Allow for Contract Distribution and Execution Stage to be Configured (AA-3029) 
• Enabled the addition of a Contract Distribution & Execution (CD&E) stage to the workflow configuration for project templates. 
• Allow for documents to be added to the CD&E stage in configuration (AA-3030) 
• Enabled users to manage documents within the CD&E stage, including adding, viewing, removing, and reordering documents. 
• Create Contract Distribution and Execution stage in projects (AA-3032) 
• Implemented the Contract Distribution & Execution (CD&E) stage in projects created from templates. 
• Allow for participants to be added, edited and removed in CD&E stage in a project (AA-3033) 
• Enabled the ability to add, edit, and remove participants in the Contract Execution tab of the CD&E stage. 
• Assign signature blocks to participants in the CD&E stage in a project. (AA-3034) 
• Added "Signature Block Assignments" section in CD&E stage. 
• Users can now assign participants to signature blocks via dropdown. 
• "Send for Approval and Signature" button is disabled until all assignments are complete. 
• Allow Managers to send out Documents for Approval and Signature in the CD&E stage. (AA-3036) 
• Enabled "Send for Approval and Signature" button for managers after all signature blocks are assigned. Added confirmation modal and email notification. Locked editing after sending. Added "View Participant Approval View" flag. 
• Show progress of approvals and signatures once documents have been sent for approval in the CD&E stage. (AA-3039) 
• Added "Status" and "Last Updated" columns in the Participants table to track approval progress. Status updates in real-time. 
• Send email to recipients when documents are sent out for approval and signature. (AA-3041) 
• Implemented email notifications to assigned participants when documents are sent for approval. Includes project name, custom message, and link to individual approval view. 
• Create a contract package view in the CD&E stage in a project. (AA-3042) 
• Created the "Contract Document Package" tab in CD&E stage. 
• Displays all contract documents and supplier-provided documents. Added view, download, and remove options. 
• Allow users to add project documents to the contract package in the CD&E stage in a project. (AA-3043) 
• Enabled document management in CD&E stage. Users can now add, remove, and reorder documents. 
• Signature icons are displayed. 
• Allow users to upload documents to the contract package in the CD&E stage in a project template or project. (AA-3044) 
• Enabled document upload to the contract package, supporting PDF, Word, JPEG, and PNG. 
• Uploaded documents are displayed in the contract package list. 
• Create approval and signature view for assigned recipients. (AA-3046) 
• Created content review page for recipients. Includes signature block navigation, table of contents, and signature modal. 
• Allow Managers to complete the stage and add the contract to the contract repository. (AA-3051) 
• Added banner and signed document list after all signatures are complete. 
• Enabled "Complete and Send to Contract Repository" button for managers. 
• Allow managers to manually input contract information when sending contracts to the contract repository. (AA-3129) 
• Implemented modal for managers to input contract details when sending contracts to the repository. 
• Update Supplier Provided Docs. (AA-3175) 
• Removed "Required Documents" section from supplier view. Updated "Supplier Provided Documents" to display uploaded workbooks. 
• Update Supplier Provided Docs - Part 2. (AA-3222) 
• Updated "Supplier Provided Documents" section to display documents uploaded by suppliers as part of their workbooks. 
• Configuration reorder documents. (AA-3266) 
• Enabled document reordering in CD&E stage configuration. 
• Workflow Reorder documents. (AA-3269) 
• Enabled document reordering in CD&E stage workflow.

Bug Fixes

• Fixed a typo in the Select Documents modal of a CDE stage when no documents are available. (AA-3296)
• Corrected a typo in the success popup when adding documents to a CDE stage. (AA-3301)
• Fixed a typo in the modal for uploading new documents. (AA-3317)
• Prevented users from adding invalid file types to a CDE stage. (AA-3319)
• Made signature block documents clickable in the CDE project stage. (AA-3323)
• Added the "Action Required" text to the subject line of approval emails for the CDE stage. (AA-3359)
• Enabled users to remove signatures from the approval view of a CDE stage. (AA-3395)

Supplier Lifecycle Management

Enhancements

• Supplier Pool Management - Supplier Profile UI (AA-222).
• Implemented a read-only view of the supplier profile for government agency users.
• Displayed supplier header section with organization name, primary contact, active contracts, and pool memberships.
• Included Active Projects section with sortable table, search, and pagination.
• Showed Completed Projects and Not Awarded Projects sections with expandable listings.
• Ensured project links maintain proper permissions.
• Handled loading and empty states appropriately.

Bug Fixes

• Resolved an issue where navigation arrows in the supplier view of workbooks were not functioning. Arrows now correctly redirect users to all available workbooks. (AA-2906)
• Fixed a 500 error that occurred when supplier orgs attempted to access organization settings. (AA-3304)

Configuration

Enhancements

• Create Multi-Party Project Assignment Stage (AA-2980).
• Added the multi-party stage to project templates in Configuration.
• Included a "Select Variable for Assignments" dropdown in the "Edit Stage Details" page.
• Displayed the "Project Assignments" card on the Stage Home screen.
• Add Multi-Party Project Assignment stages to Project Templates Export/Import (AA-3423).
• Enabled the ability to export and import Project Templates that contain multi party stages.
• Ensured that all configuration data is included when importing.
• Allow users to configure custom IDs on project templates - Variables Segments (AA-3361).
• Added project variable dropdown and variable name field for custom ID configuration.
• Enabled dynamic update of the sample project ID with segment variables.
• Generate project IDs following custom project - Segment Variables (AA-3362).
• Implemented handling of variables in project IDs, displaying variable names until values are populated.
• Ensured retroactive updates of project IDs to reflect filled-in variable values.
• Added project ID to global project variables and ensured variable value updates.
• Implemented specific formatting for different variable types (select, select boxes, datetime, time, day).
• Ensured project ID is included in exported documents.
• Implemented real-time updates of project IDs when variables are populated.
• Draw Signature (AA-2228).
• Enabled users to draw their signatures within a modal dialog.
• The modal allows users to draw, type, or upload signatures.
• The drawn signature is saved and associated with the document.
• Type Signature (AA-2239).
• Added functionality for users to type their signatures within a modal dialog.
• Users can select font and color options for their typed signatures.
• The typed signature is saved and associated with the document.
• Upload Signature (AA-2240).
• Enabled users to upload their signatures within a modal dialog.
• Users can upload signature images, with appropriate error handling for incorrect file types or sizes.
• The uploaded signature is saved and associated with the document.
• Move signature blocks logic to root (AA-3272).
• Moved Signature Block/Content Block logic outside of the Workflow pack to make it accessible for Configuration documents.
• Automatic Creation of Global Variables. (AA-3131)
• Automated creation of global variables (supplier details) upon enabling Online Submissions stage.
• Add Global Variables card below the Custom Variables card in the Data Mapping section. (AA-3158)
• Added "Global Variables" card in the Data Mapping tab for project templates.
• Global Project Information Kebab Menu. (AA-3230)
• Added "Change Variable" and "Copy Variable" options to the global variable kebab menu.
• Create draft versions of existing global form templates. (AA-3216)
• Enabled creation of draft versions for global form templates.
• Allow users to publish global form template versions. (AA-3217)
• Added publish/unpublish functionality for global form template versions.
• Projects: Do not allow updated template versions to affect completed projects. (AA-3219)
• Implemented: Updated template versions do not affect completed projects.
• View previous versions of a project template. (AA-3220)
• Added draft version tooltip when viewing historical template versions.
• Move the Edit button to the top of the Form Template. (AA-3231)
• Moved Edit button to the top right of the Form Template page.
• Backfill Existing Global Form Templates with Initial Version. (AA-3267)
• Backfilled existing global form templates with initial version entries.
• Remove draft versions. (AA-3363)
• Enabled deletion of draft and scheduled form template versions.

Bug Fixes

• Fixed an issue where the form template publish banner was not updating after the scheduled publish time. (AA-3458)
• Corrected an issue where the "Select" component was displaying the value instead of the label for the default value option. (AA-3082)
• Fixed an issue where global variable values were not updating when supplier information was changed. Global variables now update correctly. (AA-3300)
• Resolved an issue where dropdowns for certain variables were not displaying options in the project side. Dropdowns now function correctly. (AA-3141)
• Fixed: Validation added to prevent saving publish date without filling in the date. (AA-3375)
• Fixed an issue where the "Select from Global Dataset" field was showing the value instead of the label. (AA-2402)
• When importing a Project Template that has a Form that is using Global Datasets into an organization that does not contain them, the select field will not be able to display any information. (AA-3198)
• Fixed the issue where the preview project ID would not update when the minimum character count was changed. (AA-3145)
• Addressed preview overflow issues with long segment values and corrected preview updates for minimum character count changes. (AA-3253)
• Resolved an issue where global variables were missing when "Assign a Single Project Template for all Projects" was active. (AA-3346)
• Implemented data migration to add global variables for project name/ID to older project templates. (AA-3347)
• Added a maximum character limit to the "Starting Project Number" field to prevent preview overflow. (AA-3431)
• Corrected the visibility and placement of the "Starting Project Number" field to match acceptance criteria. (AA-3436)

Projects

Enhancements

• Implemented individual email invitations for users after the "Project Assignments" card is completed. (AA-2426)
• Enabled tracking of invitation statuses, resending, and revoking invitations.
• Automated project status updates upon child organization acceptance.
• Ensured parent organizations can only proceed after all child organizations complete their projects.
• Added functionality for child organizations to select project templates upon accepting invitations.
• Created project assignments based on variables from the preceding Form Builder stage. (AA-2427)
• Allowed retroactive addition of participants to the "Project Assignments" card.
• Updated contact status column based on completion of participant information.
• Enabled manual addition of assignments using the "+ Add Assignment" button.
• Made the "Send Invitations" button accessible after all participant information is complete.
• Implemented stacked project cards to visually identify projects with multi-party stages. (AA-2428)
• Implemented a system-generated identifier for projects (an LOE number). (AA-2891)
• Allowed for a configurable numbering convention/format.
• Enabled global variables (awarded supplier details) in project content. (AA-3114)
• Added “projectName” and “projectID” as global project variables. (AA-2368)
• Added "Global Variables" card in the Global Project Information tab for projects. (AA-3159)
• Enabled partial string search in Templates/Documents. (AA-1727)
• Added a "Use Custom Project ID" toggle in Project Type Settings. (AA-1792)
• Enabled custom project ID configuration for project templates created from the project type.
• Automated project ID generation based on custom settings during project creation.
• Added a "Use Custom Project ID" toggle in Project Template Settings. (AA-3071)
• Implemented configuration of custom project ID structure with multiple segments.
• Enabled dynamic display of the project ID structure.
• Added date segment, custom text segment, and incrementing options.
• Included a preview of the project ID that updates dynamically.
• Added Validation and error handling.
• Automated project ID generation based on custom ID format in project templates. (AA-307)
• Disabled manual entry of project IDs during project creation.
• Displayed project IDs in the project header and throughout the platform.
• Ensured project IDs are included in exported documents.
• Removed the limit on the project number character count.

Bug Fixes

• Fixed an issue where the order of documents in the download modal did not match the project document list. Documents now appear in the correct order. (AA-3130)
• Corrected an issue where section exclusion rules were defaulting to "show" after importing a project template. Section exclusion rules are now preserved during import. (AA-3201)
• Improved the display of long custom IDs to prevent overflow on project cards. (AA-3422)
• Improved the display of custom IDs with 5 segments to prevent overflow on the project side. (AA-3429)
• Fixed: Variables now editable after Form Builder Stage completion, reflecting updates in completed stages. (AA-3147)
• Updated the drag and drop component to only mention valid file types for upload in project template file import. (AA-1942)
• Fixed an issue where double-clicking the "Send Invitations" button caused a "Content Missing" bar to appear. (AA-3326)
• Resolved a 500 error that occurred when a user creates a project without stages. (AA-3351)

General/Platform

Enhancements

• Provided parent organizations with a workflow for inviting other organizations to become members of their child organization. (AA-2993)
• Provided Parent Organization Owners and Admin the ability to request access to any project they are currently not a member of. (AA-2996)
• Added a "Request Access" button on project cards.
• Implemented email notification to Child Org of Request.
• Defined Parent Organization Access when not an admitted project member.
• Defined Parent Organization Access After Being Admitted.
• Parent Organizations can invite Child organizations. (AA-3084)
• Gave parent organizations the ability to invite new child organizations to their org. (AA-3085)
• If a project template is shared that has global content it is using, that global content is included when the project template is added to a project for the child, but is not editable by the child org. (AA-3086)
• Parent Organizations can see all Projects from child organizations but need to request access in order to be able to access them. (AA-3087)
• Parent orgs can see all child orgs and their users across the app. (AA-3088)
• Child orgs can see their parent org and their users across the app. (AA-3107)
• When creating a project, child orgs can select whether they want to use a parent orgs template or their own. (AA-3089)
• Provided users the ability to select between their own organization’s projects and their children and request access to child projects. (AA-3090)
• Allow users that are invited to both a parent and a child organization to have the ability to switch between organizations with the Org Switcher. (AA-3091)
• When creating or editing a project type, users can choose to use their parent org or their org project template. (AA-3106)
• Added Organizations and Groups tabs to the Organization Settings page. (AA-2995)
  
• Members can see associated members in parent and child organizations.
  

Bug Fixes

• Resolved a 504 Gateway Time-out error that occurred when attempting to download projects with a large number of documents. Large project downloads now complete successfully. (AA-3128)
• Corrected an issue where parent members added to child org projects were being added to the entire child organization. Parent members are now correctly added to projects. (AA-3331)
• Fixed: Users can now upload XML files in Organization Settings. (AA-2991)
• Fixed: Re-invited users now correctly registered with SSO membership. (AA-2414)
• Fixed an issue where going back and forth with the browser's back/forward button prevented users from clicking on item dropdowns. (AA-1034)
• Added the option to type and search within dropdowns. (AA-1480)
• Corrected the toast message displayed when a user's email is changed. (AA-1509)
• Corrected the wording used in the new user welcome toast message. (AA-1513)
• Fixed an issue where the "Enable Parent Organization Functionality" toggle was disabled upon saving changes in Org settings. (AA-3241)
• Removed the mandatory asterisk from the "Enable Parent Organization Functionality" toggle. (AA-3243)
• Corrected the toast message displayed when resending Child Organization invitations. (AA-3244)
• Restricted parent organizations from being invited as child organizations. (AA-3245)
• Restricted duplicated invitations for child organizations. (AA-3246)
• Hidden the "Organizations" tab for child organizations that had the "Enable Parent Organization Functionality" toggle enabled. (AA-3248)
• Added sorting to the Child Organizations table. (AA-3250)
• Document categories now populate correctly when a parent shared project template is used to create a project. (AA-3285)
• Fixed an issue where requesting access for a child’s project was failing when the project had no stages. (AA-3315)
• Child org members added as Project owners from a project created in a Parent org now see the project listed. (AA-3328)
• Parent members added to a child org created project now see the project. (AA-3329)
• Parent org members added as approvers to a child project with MSA approval workflow no longer need to request access to the child project. (AA-3330)
• Restricted project creator role users from parent organizations from requesting access to child org projects. (AA-3337)
• Corrected the redirection behavior when granting access to a parent org with a child organization. (AA-3341)
• Document categories now appear for shared child organization projects. (AA-3342)
• Corrected the project card display for multi-party stage projects to show only stacked cards. (AA-3373)
• Resolved an issue where the cancel button in the project template selection modal was not functioning. (AA-3376)
• Fixed an issue where the "Mark Stage Complete" button was not visible after assignments were completed. (AA-3377)
• Addressed an issue where users could not send invitations to assignments added after initial invitations were sent. (AA-3378)
• Enabled parent organizations to track when child organizations archive invited projects. (AA-3379)
  

Collaborative Document Management

Enhancements

• Added a "Download Documents" button to the CDM stage, allowing users to download all included documents as a zipped PDF package. (AA-2148)
• Added a "Download Documents" button to the Documents and Project Documents tabs, allowing users to download all documents as a zipped PDF package. (AA-2150)
• Added a "Download Documents" button to the Excluded Documents section of the CDM stage, allowing users to download excluded documents as a zipped PDF package. (AA-2153)
• Enabled users with appropriate permissions to download documents based on project or stage access. (AA-2156)
• Enhanced document zip downloads to include a table of contents based on document settings. (AA-2927)
• Implemented notifications for users tagged in comments using '@'. (AA-2285)

Bug Fixes

• Fixed an issue where @ tags were not appearing in the comment section. (AA-3063)
  
• Fixed an issue where the "Download Documents" modal did not close after clicking the "Download" button. (AA-3020)
• Corrected the document order numbering to adjust correctly when documents are excluded. (AA-2911)
• Fixed smart links in exported PDFs and Word documents to link to anchors within the file, not the Authorium platform. (AA-2676)

Form Builder

Enhancements

• Improved clarity in the Form Builder stage by updating button text and default settings for stage completion. (AA-3069)

Multi-Stage Approvals

Bug Fixes

• Fixed a 500 error that occurred when attempting to remove approvers. (AA-2887)
• Ensured placeholder and file upload documents are included as approvable content in MSA. (AA-2916)

Supplier Lifecycle Management

Bug Fixes

• Fixed an issue where child categories were not deleted immediately when the parent category was deleted. (AA-2969)

Projects

Bug Fixes

• Resolved an issue where excluded documents were still appearing in the Project Document Package. (AA-2881)

General/Platform

Bug Fixes

• Corrected the "View Project Documents" permission, ensuring users without the permission cannot see or download documents. (AA-3067)
• Ensured stage members can only download documents within their assigned stage, not all project documents. (AA-3070)
  

Collaborative Document Management

Enhancements

• Added a download option to the kebab menu within the document editor. Download behavior is now tailored to document type. (AA-2154)

• Enabled the ability to embed variables into document headers and footers, allowing for dynamic content in exported documents. (AA-1803)

• Added the ability to include page numbers in document headers and footers, ensuring accurate pagination in exported PDFs. (AA-1831)

• Implemented controls to toggle section titles and numbering at the section level, with parent section settings dictating child section settings. (AA-2370)

• Ensured that documents in follow-on stages using the same document category continue numbering from the previous stage. (AA-2196)

Bug Fixes

• Resolved an issue where the section focus did not update during scrolling in content review, and the table of contents collapsed unexpectedly when sections were clicked. (AA-1031)

• Resolved an error preventing Single Award RFP Project Template from generating a project in Production. (AA-2199)

• Fixed an issue where uploading a Docx file to a placeholder document resulted in a "This file cannot be previewed" message. (AA-2354)

• Fixed an issue where the download modal did not close after pressing the "Download" button. (AA-2846)

• Prevented users from marking stages as completed when forms are not filled, which was causing project reference numbers not to be generated. (AA-2875)

• Resolved an issue where section status, added sections, TOC, and added subsections did not update in CDM until the page was refreshed. (AA-2964)

• Fixed a 500 error that occurred when adding a section to a CDM document in a newly created project. (AA-2954)

• Implemented file type validation for placeholder documents, preventing 500 errors when replacing uploaded files. (AA-2351)

• Fixed an issue where header and footer page numeration did not work for Docx downloads. (AA-2677)

• Fixed an issue where users saw "Content missing" when clicking "next" in projects with excluded documents and business rules. (AA-2430)

• Removed the "HTML" download type option when downloading collaborative documents. (AA-2863)

Form Builder

Enhancements

• Implemented automatic generation of variables from Form Fill fields in the Data Mapping section, with editing and copying capabilities. (AA-2298)

• Enabled the use of Form Fill variables in business rules, providing conditional logic and editing options. (AA-2299)

• Allowed users to embed Form Fill variables in CDM document headers and footers, with warnings for empty variables. (AA-2307)

• Made Form Fill variables available for embedding throughout CDM documents, with warnings for empty variables. (AA-2308)

• Enabled the use of Form Fill variables for conditional document display. (AA-2323)

• Added a file upload component to Form Fill templates. (AA-2348)

• Added a file upload component to Form Builder. (AA-2349)

Bug Fixes

• Fixed a bug that prevented the clear form submission kebab menu from appearing after a form was submitted. (AA-1407)

• Enhanced PDF exports of Form Builder forms to include Smart Tables (calculations) components, ensuring all relevant calculations and summaries are reflected in the exported documents. (AA-1528)

• Enabled the download option for Form Fill documents in Stage docs and resolved the "Content missing" error in the Documents tab. (AA-2847)

• Corrected UI differences in Form PDF exports with Smart Tables, ensuring consistent button colors, input sizes, and division lines. (AA-2907)

• Resolved an issue where all table rows could be deleted in calculation projects despite minimum row settings. (AA-1940)

Online Submissions

Enhancements

• Enabled project/stage owners to unpublish a published Online Submissions stage and edit submission details. (AA-2182)

• Ensured all submission settings fields function as expected, including date settings, submission options, and Q&A configurations. (AA-2183)

• Updated the kebab menu for suppliers in the Online Submissions stage, providing different options before and after project publication. (AA-2198)

• Allowed users to add suppliers from an existing list of suppliers in their organization when adding suppliers to online submissions. (AA-2361)

• Enabled project/stage managers to seal and unseal submissions in the Online Submissions stage. (AA-2362)

• Allowed project/stage managers to complete the online submissions stage and start evaluations with a single action. (AA-2364)

• Added a read-only view of submissions on the agency side. (AA-2447)

• Adjusted date fields on online submissions forms to a horizontal layout according to Figma designs. (AA-2866)

• Removed automatic emails, ensuring that publications are triggered manually. (AA-2046)

• Added a "Required" tag to included documents, allowing users to mark documents as mandatory for submission. (AA-2121)

• Added a search bar to the included document table for easier document retrieval. (AA-2172)

• Enabled project and stage owners to publish submission processes and send invitation emails to vendors. (AA-2174)

• Implemented automatic sending of invitation emails to suppliers upon project publication. (AA-2175)

• Added time zone input to submission settings, ensuring date and time display includes the correct time zone. (AA-2176)

• Updated the "Receive Submissions" tab to display all invited suppliers and their submission statuses. (AA-2177)

• Added a Q&A tab to display supplier questions, with a "Publish Answers" button for project owners. (AA-2178)

• Enabled project and stage members to answer supplier questions, save drafts, and mark questions for publishing. (AA-2179)

• Allowed project and stage members to mark questions as "Ready to Publish" for project owners. (AA-2180)

• Enabled project and stage owners to publish answers to supplier questions from the Q&A tab. (AA-2181)

• Added navigation tabs to the Online Submissions stage header for easier access to different sections.

Bug Fixes

• Fixed a 500 error that occurred when creating a project with an "Online Submissions" stage as the first stage. (AA-2278)

• Resolved a 500 error that occurred when accessing an "Online Submissions" stage as the next stage in a project. (AA-2292)

• Added validation to prevent submission start dates from being set after submission end dates. (AA-2841)

• Removed the mandatory asterisk from the Question & Answers toggle in Online Submissions Settings. (AA-2842)

• Fixed an error where incorrect opportunities were being displayed to new suppliers, leading to a 500 error. (AA-2873)

• Ensured that the "Publish and Start Submission Process" button is disabled until all mandatory submission details are filled. (AA-2874)

• Corrected an issue where users who were not project or stage owners saw a blank kebab menu on the suppliers list. (AA-2902)

• Improved the error message when users attempt to publish a project template with an Online Submission Stage without a workbook. (AA-2938)

• Resolved an issue where suppliers could not continue submissions after a publication was unpublished and republished. (AA-2965)

• Resolved an issue preventing project creation when evaluation workbooks contained document references. (AA-2118)

• Fixed a bug where Q&A dates were still visible when the Q&A toggle was off. (AA-2336)

• Resolved bugs related to updating submissions with Q&A and publishing submissions with supplier validations. (AA-2455)

• Fixed issues where the select document button was showing when the online submission was published, and also fixed Q&A issues on the supplier side. (AA-2862)

• Fixed an issue where clicking a disabled "Publish and Start Submission Process" button resulted in a "Content missing" message. (AA-2312)

• Enabled project/stage owners to unpublish a published Online Submissions stage and edit submission details. (AA-2182)

• Ensured all submission settings fields function as expected, including date settings, submission options, and Q&A configurations. (AA-2183)

• Updated the kebab menu for suppliers in the Online Submissions stage, providing different options before and after project publication. (AA-2198)

• Allowed users to add suppliers from an existing list of suppliers in their organization when adding suppliers to online submissions. (AA-2361)

• Enabled project/stage managers to seal and unseal submissions in the Online Submissions stage. (AA-2362)

• Allowed project/stage managers to complete the online submissions stage and start evaluations with a single action. (AA-2364)

• Added a read-only view of submissions on the agency side. (AA-2434)

• Removed the mandatory asterisk icon from toggles in the Manage Online Submissions Settings. (AA-2314)

Evaluations

Enhancements

• Updated the "Manage Workbook Settings" to include a toggle for enabling lead evaluators. The "reference docs" setting was removed. (AA-2211)

• Enhanced the evaluation workbooks card view to display scoring type tags, providing a quick overview of scoring methods. (AA-2213)

• Implemented scoring type tags in the evaluation workbook detail view and worksheets, indicating scoring types used. Tags are clickable, opening the score totaling modal. (AA-2214)

• Displayed tags on criteria cards showing the scoring type and maximum score, providing quick visual reference for scoring. (AA-2215)

• Enabled users to choose scoring types when adding criteria, with various scoring options and associated settings. (AA-2216)

• Added a "Key Criteria" toggle to the Manage Response Evaluation Criteria modal, displaying key criteria values in evaluation results. (AA-2217)

• Tested and verified that all worksheet item formats work as expected, ensuring correct interaction and updates. (AA-2220)

• Added functionality to define pass/fail logic for worksheets based on the number of failing criteria. (AA-2221)

• Implemented aggregation rules for numeric scores and pass/fail totals within worksheets, including Sum, Percent Distribution, and Multiplier options. (AA-2222)

• Updated the Reference Document modal with new designs and language changes, including renaming "View in Document Editor" to "View in Document." (AA-2223)

• Added a "View Scoring" button to workbook cards, providing a modal with an overview of workbook items, criteria, and scoring types. (AA-2224)

• Enabled users to duplicate criteria from the criteria kebab menu, creating new criteria with copied properties. (AA-2237)

• When a project is created, the evaluation structure is now completely cloned from the template, including all subtotals and criteria. (AA-2355)

• Each subtotal now shows its maximum score, which updates dynamically based on criteria scores, aggregation types, and weights. (AA-2369)

• Added validation to percent distribution subtotals, ensuring the sum of included elements equals 100%. (AA-2435)

Bug Fixes

• Implemented character limitation validation for the Name and Purpose/Summary fields in Manage Worksheet. (AA-2843)

• Disabled the ability to reorder workbooks and the add workbook button when a template is published. (AA-2845)

• Resolved an issue preventing users from downloading or viewing file attachments added via the description rich editor. (AA-2946)

• Corrected an issue where reference documents were not displayed when clicking "manage references" in the Evaluation Workbook. (AA-2953)

• Resolved an issue where scoring criteria tags remained visible after the criteria was deleted. (AA-2270)

• Fixed a bug where only two scoring tags were displayed, even when multiple tags were configured. (AA-2271)

• Made scoring tags clickable, opening the score totaling modal. (AA-2371)

• Corrected typos in the "Manage Worksheet Totaling" modal. (AA-2387)

• Resolved a 500 error that occurred when accessing evaluation workbooks with content. (AA-2412)

• Ensured that the criteria description is copied when duplicating criteria in evaluation workbooks. (AA-2436)

• Fixed an issue where multiplier values were not saved in the totaling modal. (AA-2461)

• Corrected errors related to aggregation in the "Manage Workbook Totaling" modal. (AA-2463)

• Ensured that the View Scoring modal displays row items in the correct order. (AA-2868)

• Resolved an issue where Pass/Fail criteria tags remained visible after the criteria was deleted or re-characterized. (AA-2971)

Supplier Lifecycle Management

Enhancements

• Implemented a new "Suppliers" section with an "Active Suppliers" tab, providing a list view of active suppliers with key information, search, sorting, and pagination capabilities. (AA-1377)

• Added functionality to show active suppliers. (AA-2316)

• Created an interface for managing supplier pool categories, allowing users to add, and organize categories. (AA-2201)

• Created the Pool Management tab view that displays all supplier pools an organization has created. (AA-2204)

• Added the ability to create and manage categories within supplier pools. (AA-2317)

• Enabled users to reorder categories within supplier pools using drag and drop. (AA-2319)

• Added functionality to edit category names and remove categories from supplier pools. (AA-2380)

• Created a landing page for invited suppliers, explaining platform benefits and guiding them through account creation. (AA-2252)

• Created a login page for suppliers with a dynamic greeting and email-based login. (AA-2253)

• Created a centralized opportunities dashboard for suppliers to view and manage procurement opportunities. (AA-2255)

• Created a documents page for suppliers to view submission progress, key dates, and required documents. (AA-2256)

• Created a supplier-facing interface for completing agency-configured workbooks. (AA-2258)

• Created a Q&A interface for suppliers to submit questions, view other suppliers' questions, and read agency responses. (AA-2324)

• Enabled suppliers to submit, edit, and view questions in the Q&A section. (AA-2356)

• Updated the display of completed items in the opportunity view. (AA-2855)

Bug Fixes

• Corrected an issue where supplier invitation emails were not sent automatically, requiring manual resending. (AA-2310)

• Fixed a bug that caused supplier company names to change to "Test" after invitation submission. (AA-2311)

• Updated the publish/unpublish project template modal to align with the new design scheme. (AA-2331)

• Fixed a 500 error that occurred when clicking on a supplier name in the Received submissions tab. (AA-2864)

• Corrected a UI bug in the permission table within supplier organization roles and permissions. (AA-1977)

• Fixed an issue where the sortable icon in the pool list required two clicks to function. (AA-2431)

• Fixed an error modal that appeared when clicking "Clear Search" in the Supplier Portal Q&A tab. (AA-2449)

• Restricted the number of characters allowed in the category name editing field. (AA-2838)

• Improved the UX by implementing auto-save for category changes during the editing process. (AA-2839)

• Corrected the "Last Updated" display in the supplier details UI to show minutes, hours, or days instead of a date format. (AA-2852)

Configuration

Enhancements

• Updated the archive/unarchive/delete project template modal to align with the new design scheme. (AA-2332)

• Updated the remove stage from project template modal to align with the new design scheme. (AA-2333)

• Updated the make section global/remove section modal to align with the new design scheme. (AA-2335)

• Updated the make document global/archive document/unarchive document/delete document modal to align with the new design scheme. (AA-2338)

• Expanded business rule capabilities to include Number, Currency, Email, URL, Phone Number, and Text Area variables, allowing for more dynamic show/hide conditions. (AA-2051)

• Added the ability to duplicate business rules, streamlining configuration workflows. (AA-2052)

• Added Number, Currency, Email, URL, Phone Number, and Text Area variable types to forms, enabling more dynamic and functional form creation. (AA-2232)

• Implemented version control for Global Document Templates, allowing users to create, edit, and manage multiple versions of sections. (AA-2164)

Bug Fixes

• Resolved an issue that caused project template exports to fail between different environments. (AA-2865)

• Corrected an error with currency business logic, specifically with "Currency IS" rules. (AA-2871)

• Ensured that currency variables display the $ symbol in collaborative documents when a section is marked as complete. (AA-2423)

• Ensured that variable names update consistently across documents, forms, and data mappings when changed. (AA-2004)

• Updated the language in Business Rules for Number and Currency variables from "IS LOWER THAN" to "IS LESS THAN." (AA-2899)

General/Platform

Bug Fixes

• Fixed a bug where the breadcrumb in organization settings did not accurately display the user path. (AA-1976)
  
• Resolved an issue preventing project creation when templates had Evaluation Workbooks Reference Documents enabled. (AA-2844)