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