As part of the Octiv Fall ’16 Release we plan to deliver the following updates and enhancements to customers. Please review the Release Notes and Release Resources for more information.
Please note: These release notes do not contain bug fixes.
Rollout Details
Monday, September 12, 2016:
All customers will receive product updates on Monday, September 12. There will be no downtime for the platform or documents during rollout. Please note: release dates are subject to change.
How and when updates become available.
Some features in the release affect all users immediately after the release goes live. Other features require direct action by an administrator before users can benefit from the new functionality. Please note: Customers will receive updates based on your current purchased plan.
How to Stay Informed
Keep checking this page.
We update this page on a regular basis with information for administrators and users on specific enhancements apart of the upcoming release. As the release date approaches we will be able to share more detailed information.
Sign up for release notifications.
The product team sends regular email communication to Octiv admins beginning 30-days prior to the scheduled release date. To receive these notifications please update your Communication Preferences.
Your Feedback Matters
Give us feedback.
We are constantly working to improve both our products and resources each and every release. If you have any questions about the release or suggestions on how to improve please let us know.
Fall 2016's Release Notes
The following features are included in the release. Please click the links below for descriptions of each new enhancement and update.
Released
Released - Fully released updates that are now generally available for applicable customers.
We are excited to announce the general availability of our powerful new sales productivity platform. The Octiv Platform delivers powerful solutions to help sales professionals sell throughout each stage of the sales cycle. This means that some purchased plans will include more features than ever before to meet various business needs. Customers will not receive updates to their accounts automatically. If you are interested in learning about the new available use cases please contact your account manager for details using the link below.
Released on: July 18, 2016
Feature Impact: Contact Octiv to enable
Available Plan: Octiv Professional & Octiv Enterprise
As part of the Octiv rollout plan, we have introduced a new and improved Release Center where you can view the release calendar, see the latest information about upcoming product releases, and access related resources.
Please bookmark the new release center: www.octiv.com/releases/
Released on: July 18, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
We are excited to introduce a new and improved Support Portal with access to updated documentation and training resources.
Please bookmark the new support center to contact Octiv support and access the latest resources: www.octiv.com/support
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
Critical Update: Incoming and outgoing email address changes
This critical update changes the rules for all incoming and outgoing emails to come from octiv.com. Previously, all emails came from gettinderbox.com. Additionally, all emails will be updated to include the new look and feel of the octiv brand. Customers who have custom branded emails will not be affected by the branding change.
The platform will be updated to incorporate the new look and feel of the Octiv brand. There are two notable updates. Firstly, all mentions of "TinderBox" will be changed to "Octiv." Secondly, all the colors and logos will be updated to the latest Octiv branding. The biggest benefit of our new branded user interface is that our application is now widely compatible and widely accessible to support the needs of individuals and groups with some type of disability (visual, cognitive, motor disabilities or limitations). The user interface of our application is now up to WCAG 2.0 (web content accessibility guidelines) standards and is Section 508 compliant.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
As part of our commitment to accelerate our customer’s global business we are expanding our support of multiple languages and currencies. Our application's user interface has been localized. The Octiv platform comes ready to work in 15 international languages and currencies.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
We have updated the Public URL page to make it more friendly to people who aren't used to viewing Octiv documents. You'll notice that we have renamed the button to "view document." We have also added some help text above the first and last name fields.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
My/All Document & Asset Filters
Users can now search within My Documents for additional criteria like expired, recent, deleted, etc. by using the quick filters without having to perform an advanced search.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
Persistent Search Bar
When searching through a large list of documents or assets, it can be difficult to see what search you’ve performed, or to further refine your search after you’ve scrolled. Now the scrollbar will stick to the top of your page as you scroll through content in the Document and Asset libraries. Quickly jump back into refining or viewing the search you’ve performed while scrolling through a list of documents or assets.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
Select All
We are pleased to release Select All, the quickest way to select multiple assets. Built for marketers, this powerful functionality gives one the ability to quickly and easily make adjustments to a large group of sales content with just a few simple clicks. It's never been easier to keep a content library up-to-date, accurate, brand-consistent, and legally compliant.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
New Advanced Search Filters
New Advanced Search Filters, will enable you to find what you're looking for quickly and easily! Simply use the new search filters to narrow down your search results. You can now refine your search by using the following new filters: Document Expires, Document Updated, Asset Expires, and Asset Created.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
Archiving Templates
If you want to clean up your list of templates without deleting them, you now have the ability to archive. When you archive a template it gets moved to a separate filter called "Archived: true" where you can still access them at any time.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
Octiv's new conditional content blocks enable the regular business user to write logic without code. Use the new point-and-click tools to easily add conditional logic to paragraphs of text without the need to learn syntax.
Released on: September 12, 2016
Feature Impact: Enabled for administrators
Available Plan: Octiv Professional & Octiv Enterprise
We have made it easier to insert a table of contents into your Octiv Proposals. This new option allows recipients to more easily navigate an Octiv Proposal in the format of a PDF document.
Released on: September 12, 2016
Feature Impact: Requires administrator setup
Available Plan: Octiv Professional & Octiv Enterprise
Presentations now offers the ability to undo or redo actions in the editing process. Simply click the new buttons for a single step or the dropdown arrow to see a history.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
Octiv Presentations - Table Editor
Octiv now offers the ability to create and edit tables in a presentation. Simply insert a table with a certain number of rows and columns. Users can also access advanced table editing functionality by right clicking on the table to resize it, merge cells, add styles, and more.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
There will be a new version of the managed package that will switch all of the labels/text to Octiv. Salesforce Admins can choose to install the new package if they want the updated labels, but it is not required. Installing the new package does not impact any existing mappings or documents.
Released on: September 12, 2016
Feature Impact: Requires administrator setup
Available Plan: Octiv Professional & Octiv Enterprise
The Octiv Salesforce integration works as designed in the next generation of the Salesforce1 Platform, for a new modern user experience in Salesforce.
Released on: September 12, 2016
Feature Impact: Requires administrator setup
Available Plan: Octiv Professional & Octiv Enterprise
Salesforce Integration - New Available Document Type Information
Sales Operations Managers can now easily view what types of documents are being used and accepted right from within Salesforce. Salesforce customers can use this new available Octiv information to run reports in Salesforce and view by document type and by document owner. This enhancement will only be available for the new managed package.
Released on: September 12, 2016
Feature Impact: Enabled for administrators
Available Plan: Octiv Professional & Octiv Enterprise
Salesforce Integration - Update Attachments with Refresh Variables
We now support the ability to automatically pull in any updated attachments from the Opportunity if you click “Refresh Variables.”
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
Salesforce Integration - Standard Buttons for Managed Package
As a Salesforce Administrator you now have the option to add specific document buttons on Salesforce records and related lists, enabling your users to select the type of document they would like to create without having to leave Salesforce. This functionality is ONLY available for the new Salesforce managed package.
Released on: September 12, 2016
Feature Impact: Requires administrator setup
Available Plan: Octiv Professional & Octiv Enterprise
Salesforce Integration - Additional Document Data in Related Lists
This new available data allows sales operations managers and salesforce admins to report on what types of documents are being used by reps and which documents have been signed. With this update, the Document Type (Proposal, Contract, Presentation) will be added to the available columns on the Octiv Documents related list.
Released on: September 12, 2016
Feature Impact: Requires administrator setup
Available Plan: Octiv Professional & Octiv Enterprise
Microsoft Dynamics Integration - New Solution
There will be a new version of the Microsoft Dynamics Solution that will switch all of the labels/text to Octiv. Microsoft Dynamics Admins can choose to install the new solution if they want the updated labels, but it is not required. Installing the new solution does not impact any existing mappings or documents. Contact support to get the updated solution file.
Released on: September 12, 2016
Feature Impact: Contact Octiv to enable
Available Plan: Octiv Professional & Octiv Enterprise
DocuSign Integration - Send Finalized Document to All Signers
When a DocuSign document is sent to multiple signers, a fully executed copy of the document is automatically emailed to all parties for their files.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
DocuSign Integration - Send Documents to Unknown Signers
We now support the ability to send out the document without knowing all signers in the workflow. Previously, you had to designate a signer before sending the document. With this release you will be able to send a document and designate a signer at a later date.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
Sales Reps can now choose whether a person can make change requests to a document. Simply check the “Can Redline” option under a recipient's advanced permissions.
Released on: September 12, 2016
Feature Impact: Enabled for users
Available Plan: Octiv Professional & Octiv Enterprise
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