Introduction
This release contains the following:
- New features
- Connections
- View connections to restricted documents
- Filter connections by tags
- Perform bulk operations of data connections
- API
- New API Documentation [Beta]
- Get list of users and groups that have access to the document on Policy Management or Policy Portal
- Get information about which documents the user has access to on Policy Management
- Connections
- Bug fixes & improvements
- Policy Management
For any questions, please email support@clausematch.com and we will further assist you.
New features
1. Connections
1.1 View connections to restricted documents
As a user with access to the document with reviewer permissions or higher, you can now view ongoing, changed and suggested connections to restricted documents. If you do not have access to the document, you can easily request the document owner to grant you access.
Use cases: Have complete visibility over what my document is connected to, even if I don’t have access to the connected documents.
Dependencies and downstream impacts:
- Connections
- Permissions
Limitations: N/A
1.2 Filter connections by tags
To facilitate your review of ongoing, changed and suggested connections, you can now filter connections by tags.
Use cases: N/A
Dependencies and downstream impacts:
- Connections
- Tags
Limitations: Connections > Tags tab is out of scope for the new filtering behavior in the Connections tab
1.3 Perform bulk operations of data connections
You can now perform bulk operations to help you keep/remove a large number of changed and suggested connections at once.
Use cases: N/A
Dependencies and downstream impacts:
- Connections
- Tags
- Bulk operations
Limitations: N/A
2. API
2.1 New API Documentation [Beta]
A repository of API documentation is now available for developers.
On our developers portal, you can view information about API endpoints, grouped into the following sections:
- API Reference: contains information about endpoints, query parameters, response samples and code
- Changelog: keeps you up to date by highlighting key API changes in each release
2.2 Get list of users and groups that have access to the document on Policy Management or Policy Portal
New API endpoints that allow you to get a list of users and groups sorted by creation date (ascending) that have access to the selected document (by document ID and Version), along with information on their permission level
Get information on policy portal access to a document
Use cases: Audit document permissions to perform required actions, such as changing permissions
Dependencies and downstream impacts: N/A
Limitations: N/A
2.3 Get information about which documents the user has access to on Policy Management
New API endpoint that allows you to get information about what active documents a specific user (by user ID) has access to on Policy Management and what their primary role is. The response also includes information on whether the user has direct access to the document or via a group
Use cases:
- Get visibility of user permissions to
- analyze what permissions do users have
- link users with respective departments if incorrectly tagged to another document
- analyze account/document owners with a variety of permissions, etc.
Dependencies and downstream impacts: N/A
Limitations: N/A
Bug fixes & improvements
For details on each fix listed below, please visit this details page.
Policy Management
Important bugs that were fixed
-
Fixed an incident that caused content with image and text from the title page to overlap onto the next page
-
Fixed a bug that caused the wrong default value to display on document creation if the same field with options metadata is present in several collections
-
Fixed a bug that caused Undo action for a table to work incorrectly if resize handler is on the screen