What’s New

Release 68

Pre-Approved Contract Types

Managers can now mark a pre-authorized Contract Type as a pre-approved template in Dolphin 365. This will enable readers to download a copy of that contract type and send out to their counter parties with no changes.

A manager can mark a contract type as pre-approved when creating it.

Also, a manager can mark the pre-approved status while editing an existing contract type.

Readers can download copies of pre-approved templates so that they can distribute the templates to relevant counter parties.

Contract Request - Return to Requestor

When reviewing an approved and assigned contract request, the reviewer can now send it back to the requestor for further information simply by clicking “return to requestor”.

Contract Request History

Now users can view the audit history on contract requests and track down how a particular request has progressed.

Release 67

Workflow termination upon approver rejection

Now the admin users can configure their Dolphin instances so that a rejection in a workflow approval will terminate that ongoing workflow.

Lock review contract edits for approvers

Now the admin users can configure their Dolphin instances so that the editing of contract properteis and the document will be locked to approvers within the workflow.

Active Workflow Status Report

Dolphin 365 now provides users a report on ongoing workflows. This report displays a summary of all the ongoing workflows which the user has permission to view. Report also includes some important information like ongoing worklow status and the pending approvals.

Release 66

Customize generic date properties

Now managers can customize the out of the box date properties (i.e. Start Date, End Date, Renewal Date and Reminder Date) in a contract type. A manager can do any of the following modifications.

• Rename the date property.
• Hide the date property or make it visible.
• Make the date property mandatory or optional.

Reassigning current approver in a workflow

Dolphin 365 leverages the workflow manager with the ability to replace current approver in a workflow.

Automatic replacement of workflow manager by the workflow overseer

Now your Dolphin admin user can designate a user as the wokflow overseer. After that point onwards whenever a workflow is triggered in the system the workflow manager will be automatically overriden by the the overseer.

Permission trimmng in dolphin reports

Dolphin 365 now associate contract permissions with the corresponding report entries. Consequqntly users can only view report entries that they are authorized to view.