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Controlled Document Management - Draft Management and Optional End Dates

External Release Notes: Controlled Document Management (June 5, 2025)

New Features and Enhancements

Document Draft Creation and Management

The Controlled Document Draft Creation and Draft Management feature allows users to create draft documents in order to reserve a Document ID in advance. Drafts can be created and revised via the Import feature, and can later be finalized and made effective. The Controlled Document Management app admin and Egnyte Domain admin users can enable or disable the Document Import feature at the document Category level. Once the feature is enabled, authorized users can import the documents from the Category root folder.

Optional Effective Until Dates

Controlled Document Management App admin and Egnyte domain admin users can now enable a setting within subcategories allowing users to mark the Effective Until date as Not Applicable. This enhancement allows users to make documents effective without requiring a predefined expiration date, providing flexibility in document lifecycle management.

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