Product Updates

Product Updates

Most Recent Updates (November 2019)

Past Updates – 2019

Past Updates – 2018

Past Updates – 2017

Past Updates – 2016

 

Manufacturer content updates: Avaya, Mitel, NEC

November 2019 Updates

END-USER UPDATES

Insert PDFs into your Word outputs

You can now insert a PDF into any Dynamic Content “block” that is set up by your administrator (as part of SDA’s Dynamic Content Creator functionality) so that the PDF is incorporated into your Word outputs.  Each page of the PDF is broken out into an image that is inserted in one of two ways – to fit the entire page or to fit within the margins – based on your selection.

Upload files to a quote file’s location

SDA makes it easy to upload miscellaneous files to the same shared location (in SharePoint or on a network drive) as a quote file you’ve recently saved so that all your project files can be co-located, categorized and viewed in the SDA Dashboard.  For example, you can upload manufacturer import files, solution diagrams, site surveys, proposal/SOW outputs you convert to PDF, etc.

To upload a file, click Architect >> Upload file to quote location and 1) select a recently-opened file (or browse for the file), 2) select the File Type, and 3) select the quote file with which you’d like to co-locate your selected file.  SDA will magically push your selected file to the quote file’s shared file location.  In addition, you’ll be able to view, filter and sort data regarding auto-saved outputs and uploaded files in the SDA Dashboard (coming soon).

Please note that by default files uploaded by this dialog are COPIED to the shared file location.  If you wish to MOVE the file (and not keep a local copy), then simply check the Move the file checkbox.

Please note that this functionality requires that you have SDA’s quote file auto-saving implemented in your SDA setup by your administrator.

Revised Rename this tab functionality

We’ve revamped and enhanced SDA’s Rename this tab functionality.  We’ve also incorporated it into the Insert >> Tab function so that you’re prompted to rename an inserted tab right away.  If you don’t need to rename an inserted tab, simply click OK or press the Enter key and the tab’s original name will be retained.  In addition, if your company has a Sites table on the Base Info tab, you’ll be able to select an entered site name as the name to use for a tab.

ADMINISTRATOR UPDATES

Insert PDFs into your Word outputs

Users can now insert a PDF into any Dynamic Content “block” that is set up by you as the administrator (as part of SDA’s Dynamic Content Creator functionality) so that the PDF is incorporated into Word outputs.  Each page of the PDF is broken out into an image that is inserted in one of two ways – to fit the entire page or to fit within the margins – based on the user’s selection.

In addition, you (as the administrator) can insert references to PDFs when you set up Dynamic Content “blocks” in your raw tabs, as follows:

  • In the Content Text column (the second column of the content block) insert the path of the PDF file in SharePoint or network drive location
  • In the Content Type column (the third column of the content block) insert one of below…
    • PDFFullPage if you wish for the images from each of the PDF pages to fill out the entire Word page
    • PDFWithinMargins if you wish for the images from each of the PDF pages to fit within the margins of the Word page

Create ‘short version’ proposals by suppressing content by Product Category

In Architect Manager, you can designate specific Product Categories as collapsible.  Not only does this enable product detail to be “collapsed” on schedules of equipment and services; it can also be used to suppress proposal content as well.  Proposal content will be suppressed if the user checks the “Exclude content for items in collapsible Product Categories” box on the “Incorporate Structured Proposal Content” dialog when the user generates a proposal.

As an administrator, you can auto-check that box if you insert an Excel range on the Base Info tab that’s named “CollapseProposalContent”; if set to “Yes”, then the box will be auto-checked and the proposal content for collapsible Product Cats will be suppressed.  This enables you to easily set up a “short version” proposal option for your users that’s driven by a Yes/No drop-down on the Base Info tab.

Please note that this functionality requires that your company subscribe to our Structured Proposal Content service.

Are you auto-saving your quote and output files?

We continue to enhance the capabilities around quote and output file auto-saving.  If you are not using this functionality, you are really missing out!!  We’ve recently added integration with SharePoint, and this month we added Upload file to quote location that can only be used if auto-saving is implemented in your setup.  In the near future, we will be refreshing our SDA Dashboard and adding a new documents/files view that will enable you to see not only your quote files, but also your output files (proposals, SOWs, etc.) as well as miscellaneous files (manufacturer config files, solution diagrams, etc.) that your users upload to your shared file location.  Auto-saving benefits including the following:

  • Users save time because quote and output file saving is automated
  • Consistency is ensured regarding names of files and file locations
  • Users can work offline when saving files; once they’re back online, files are auto-pushed to the shared file location
  • Users can upload quote-associated files – such as manufacturer config import files and solution diagrams – to a quote’s shared file location via SDA’s Upload file to quote location function
  • Workflow rules can be used to prevent file save operations if certain conditions are not met
  • Users can be auto-prompted to enter a quote version number via a pop-up dialog

Revised Rename this tab functionality

We’ve revamped and enhanced SDA’s Rename this tab functionality and also incorporated it into the Insert >> Tab function so that users are prompted to rename an inserted tab right away.  If you (as an administrator) set up a Sites table on the Base Info tab, a drop-down will appear on the Rename this tab dialog box that enables users to select from the list of entered site names as the name to use for a tab.

File Types view added to Library Manager

In concert with the new Upload file to quote location functionality that we described in the user version of What’s New, we’ve added a new File Types dialog in Library Manager that enables you to modify the list of file types from which users can select.  The default list of file types is as follows:

  • Config Import File
  • Contract
  • Other
  • Proposal
  • Proposal+SOW
  • Schedule of equipment
  • Solution Diagram
  • SOW

Please note that this functionality requires that you’ve implemented SDA’s quote file auto-saving in your SDA setup.