Release Notes

New features

• Contact Roles
  A new "Contacts" tab has been implemented on the object level to enable roles management.
  You can ask your Administrator to customize and add roles based on your needs. These roles can then be associated with Application Users and/or Contacts.
  The main objective is to know at a glance who are the team members of a project/agreement and why.
  Now, you can also filter this list of contacts on every objects.

  For Alliance Management, here is an example of a Peer Matrix :

  For customers migrating to this version, the roles have to be added by your Administrator and/or your Inova Customer Success Manager.
  For customers directly starting with this version, a set of pre-defined roles is already implemented.

Improvements

• It is now possible to find a company via a search on its synonym for all the listers.
• We no longer automatically create an empty review folder in the document manager of the assessed project if the reviewers have not added documents to their response.
• The style of some buttons has been improved in the Workflow manager.

Bug Fixes

• While creating a new object, if you choose an owner other than yourself, this new owner is now correctly informed via notifications.
• A "&" sign in the file name no longer prevents users from opening the document once they download it.
• The following message was sometimes displayed when participants were trying to access to the response page of a review : "We're sorry, your response could not be entered. You do not have authorization to enter a response to this Review."
  This issue is now fixed.
• Administrators are now able to apply some filters for the snapshots (Administration > Audit Log > Snapshots).
• Import Tool : we fixed the bug that prevented users from importing companies and contacts.
• A new library has been implemented to improve the indexing of certain types of documents (and more specifically the Excel and PDF files).

Related article

• Contacts Tab

New features

The management of the Alliances was too complex and has therefore been completely redesigned to achieve the following:

1. Simplify the management of multiple Payments.
2. Simplify creation and management of the Financial Obligations (FO), Non Financial Obligations (NFO), Payments and Events.
3. Simplify Payments execution as well as Events completion.
4. Standardisation of the forecasted due date and/or the forecasted amount.

To do so, here is what has been implemented :

• New FO pop-up to create a FO and its payment at once. 
• New NFO pop-up to create a NFO and its event at once. 
• New "Execute payment" pop-up (in the FO portlet, from the Agreement overview). 
• New "Complete Event" pop-up (in the NFO portlet, from the Agreement overview). 
• Autopopulation of the "People to Notify" field with the agreement owner as well as the current user for the FO and NFO reminders.
• Duplication of FO and NFO is now possible.

The new alliance management behavior will be activated by default for all new customers. For existing customers, it will be activated case by case.

Improvements

• Some Out Licensing Discussion features have been added to the Out Licensing Projects (e.g. new fields/objects, possibility to quick create an agreement from an out-licensing project, ...).
• The workflow ribbon has been replaced by a stepper : 
• When importing an asset from Cortellis, we no longer import the secondary companies/indications. From now on, only primary companies/indications are imported.
• When you create an object and select someone else than yourself as the owner, now the default activities' owner is the object's owner (instead of the creator of the object).
• It is now possible to archive a list value used in business rule (doable by the Customer Success Manager via the configuration form).

Bug Fixes

• Uploading documents is now compatible with REST API Web Services.
• When pushing an email with documents through the "Advanced Push" or "Additional actions" feature (via the Outlook Add-in) to an object which has several folders, the folders' list is no longer hidden by the save/cancel button and it is now possible to scroll down to choose the latest folders.
• It is now possible to change/update the owner of an issue log using the "Assign to" button or through the Edit Mode.
• The additional fields are now editable when completing / editing a milestone.
• The "Last Active By" field is now populated with the application user who pushed the email instead of the email sender.
• Creating a new object (In Licensing Project, Out licensing Project, R&D Collaboration) without filling in its name, then (from this new object) adding a new asset imported from Cortellis and modifying its company no longer leads to an error message.
• The activities lister was no longer sortable. This has been fixed.
• In specific cases, some users could not type the "s" letter in the application. This has been corrected.
• The issue of a review having a blank page when sent to a non application user has been corrected. 

Improvements

• When users respond to a review, the session now is automatically and regularly renewed so that they no longer lose the information they entered because of an expired session.
  However, if users lock their computer before validating and sending their responses, this will end their session and the information previously entered will not be saved.
• In the new workflow tab, a warning message is now displayed:
  - when the user tries to set a completion date in the future for a milestone or an activity,
  - when the user tries to close a milestone for which the activities are not all completed yet.
• For an activity, if a user tries to set (via the overview) a due date that does not match the due date of the milestone, then a warning is displayed in the workflow.
  
• The "Complete" button is no longer clickable if the milestones and / or activities have not been started beforehand.
  

Technical Improvements

• It is now possible to display the related meetings in a tab view for all following objects : organizations, products, assets, submissions, patents, in-licensing projects, out-licensing projects, out-licensing discussions, internel projects, acquisitions, divestitures, potential acquirers, agreements, alliances.

Bug fixes

• Under the "Authorization" tab of an opportunity, an infinite loading of the dropdown box prevented the user from adding contacts or groups.
• In the document manager, when having subfolders within subfolders, it was quite difficult to fold the parent folders once they are open.
• When pushing an email with documents through "advanced push" or "additional actions" (Outlook add-in) to an object that have several folders, the user was not able to choose the last folders because the list was behind the "save/cancel" button and the scroll was not possible.
• The creation of a new object via "Quick Create" randomly failed and led to a screen with html code.

Improvements

• The first milestone is now automatically activated when a project is created.
• It is now possible for an Administrator to copy a profile and customize the tabs for all the pages directly through the administration (User Management > Manage Users, Groups and Profiles).
• In the new workflow portlet, when updating a date for an activity, the status is immediately updated accordingly.
• When creating an activity, a reminder is now automatically created with the "Recipient" and the "Date" pre-populated.
• To avoid loss of information due to timeout, the connection is now "kept active" for the review response page.
• In the new workflow portlet, the due date is now also displayed for the milestones.

Bug fixes

• In some cases, the new workflow was not displayed and the refresh of the page was not always enough to solve the problem.
• Clicking on "Watch it" or accessing the "Watched objects" lister was sometimes leading to an error message.
• A few users reported that some listers suddenly became unavailable for them whereas these same listers were still accessible for other users.
• Correction of the import feature to enhance security.
• In the listers, the default views were reset with each update of the configuration and/or with each delivery of a new version of the application. As a result, users were losing their customizations of the default views.
  That's why the default view is no longer editable, meaning that you cannot add/remove columns and/or modify the number of rows displayed per page (but you can still filter/sort this view as before).
  Now, if you want to modify the default view, you will have to start by copying this view before you can customize it. In this way, your previous changes will not be affected.

Since this is a brand new version, unlike what was usually done, the Add-in will not be automatically updated.
So if you want to benefit from this version 2.0 of the Add-in, you will have to uninstall the previous version before installing this one.

Improvements

• The settings page has been redesigned to make it easier to understand the different connection modes.

Technical Improvements

• The authentication and re-authentication process has been completely rethought and improved to avoid connections issues (multiple pop-up).

Notes

• Outlook 2010 is no longer supported.
• Outlook 2016 is now supported.

Related articles

• Outlook Add-in v2 : system requirements
• How to uninstall the Outlook Add-in?
• Where can I get the latest version of the Outlook Add-in?
• Outlook Add-in : Standard Installation
• Configuring the Outlook Add-in v2

Known issue and solution

• General installer error (0x8007007E) when trying to install the Outlook Add-in

Improvements

• The error messages have been enhanced to help users better understand the authentication (SSO) errors as well as the errors related to the attachments.

Bug fixes

• When the synchronization between D&A and Partnering Place is activated, we no longer have a timeout issue after a certain period of inactivity in Outlook.

Improvements

• From the contact creation popup (contact push), the user will be able to create a new company linked to the pushed contacts.

Improvements

• Contact push will create and link contact(s) before the object is created.

Technical Improvements

• A new browser window, rather than a popup, will display the add form when pushing an email to a new object.

Bug fixes

• Contacts are now pushed when using the additional action option.

Bug Fixes

• Prevents the addin from being disactivated
• Fixes an issue related to centralized and silent installation