Refined Document Visibility for Contacts and Placements

Introduction

Previously, the Document List's "Related" view automatically included all documents linked via a Contact's or Placement's associated Account, which could lead to cluttered views or the display of irrelevant information. This update introduces smarter filtering to ensure that only the most relevant documents are shown by default in these specific contexts.

Who is this feature relevant for?

• Recruitment Consultants
• Staffing Agents
• System Administrators

Feature explanation

We have updated the logic for the initial "Related" view within the Document List component to provide a more tailored experience when viewing Contact or Placement records. For Contacts, the system now checks the "IsNotContactperson" status; if this is enabled, documents linked via the related Account are automatically excluded from the initial view, ensuring you only see documents directly relevant to that individual.

For Placement records, the "Related" view has been streamlined to always exclude documents linked via the Placement's Account relation. This prevents the list from being overwhelmed by general Account documents that may not be pertinent to the specific placement details.

Importantly, these changes only apply to the initial browsing view. The document selection process for digital signing (CM Sign / MySign) remains unchanged, ensuring that all necessary documents are still available when you need to submit them for signature.

Other features in this release

🔗 Find all features from this release here