Idencia OneSource Release Notes 01/21/25

What is new in the most recent release of Idencia OneSource?

Idencia OneSource Gateway (Management Portal)

Document Module

  • Import documents up to 25MB in bulk at one time to Idencia OneSource Gateway
  • Store documents inside of Idencia in a wide variety of formats
  • Associate documents with item types or individual items for mark-up on mobile
  • Create folders to organize and easily navigate all of your files
  • Create bulk associations between imported files and item types

Export Data in an Excel format

  • Export details about projects, item types, and items to a simple-to-read CSV format

Bug Fixes and Updates

  • A new "Reports" menu option will appear as we prepare to launch a more accessible platform for reports
  • Picture warp distortion fixed for future pictures and signatures uploaded from Idencia OneSource Connect
  • Added option to hide date steps with "Default to Current Date" option selected
  • Allow for numeric and text values to be used to "Make Process Available When…" for processes that are marked as "available to existing items"
  • UI Updates

Idencia OneSource Connect (Mobile App)

Syncing Overhaul

  • If syncing fails you will now resume syncing from the last checkpoint reducing the time to complete sync in low-wifi environments
  • Clear messaging with last sync time only displaying the last completed sync time
  • Added messaging to inform the user when their syncing fails and they must resume/retry

PDF Markup functionality

  • Mark up PDF drawings of items and item types during a process on Idencia OneSource Connect
    • Mark-up tools include a highlighter, pen, notes and pictures

Share Feature

  • Share screenshots of your current screen directly through idencia using the share feature. Communicate directly with Slack, Microsoft Teams, email, text message and other communication platforms

Bug Fixes

  • Users can now use a code to reset forgotten passwords in Idencia OneSource connect
  • Add to project step now has more robust functionality
  • Other minor fixes