Product Enhancements
1.1 Reduce Document Storage Volume
ID 1354758
The system now supports automatic cleanup of Collaboration Portal documents and attachments when a request is closed or deleted, based on a configurable setting. This helps agencies comply with data retention requirements and optimize storage usage by removing duplicate documents that have already been copied to ATIPXpress.
A new checkbox option has been added to the Request Configuration page, accessible via Administration > System Configuration > Request Configuration. The option is labeled Delete the Collaboration files for closed requests or deleted requests (once the retention period ends). It is unchecked by default.
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When this option is enabled:
Request Closure: When a request is closed, the system displays a confirmation prompt asking whether to remove associated documents and attachments from the Collaboration application. If confirmed, the documents are removed. If declined, documents remain unchanged.
Request Deletion (After Retention Expiry): When a request is deleted after the retention period has expired, the system displays a confirmation prompt asking whether to remove associated documents and attachments. If confirmed, documents are removed during the retention expiry process.
When the option is disabled, no confirmation prompts are displayed, and documents remain unchanged during standard closure and deletion processes.
If you have previously confirmed deletion at request closure, the system displays a warning message when attempting to download an attachment or open a document in Document Management for that closed request, informing the user that the documents have been deleted and are no longer available.
1.2 Allow Multiple Admin users in Collaboration
ID #1361430
This update allows you to designate multiple FOIAXpress users as Collaboration Admins from the Users management screen, enabling shared administrative oversight of the Collaboration Portal.
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Navigate to Organization Setup and select Users from the list.
Select Yes or No to designate the user as Collab Admin.
1.3 AX - API availability in and PAL and Collab for application-level logs
A new Access Token Generator menu option has been added within PAL Config. This option allows Admin users to generate secure access tokens required for the client's third-party data aggregation systems for logging integration.
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Navigate to PAL Config to locate the new Access Token Generator option.
This menu option is visible and accessible only to PAL Admin users. Non-admin users will not see or have access to this feature.
1.4 Customer Enabled Support Account for Collaboration Users
The Customer Enabled Support Admin feature allows you to optionally provide Support representatives with limited access to your Collaboration platform for troubleshooting purposes.
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Click Administration and navigate to Security. Select Customer Enabled Support Admin to display the Customer Enabled Support Admin page shown above.
Select the Customer Enabled Support Admin option to enable Customer Enabled Support Admin access. This will enable it to perform support-related tasks.