This release includes enhancements to the Document Viewer, OWLDocs folder structure, and record type filtering capabilities to improve document management, document accessibility, and record navigation.
Document Viewer
The Document Viewer allows users to view documents uploaded to OWL and preview supported files before uploading them to a record. This enables users to verify file contents and access documents directly within OWL without downloading files or opening external applications.
The Document Viewer is available across multiple areas of the platform, including:
Dossiers
- Case Dossier
- Subject Dossier
- Form Dossier
- Tips Dossier
- Task Dossier
OWLDocs
- Case Folders
- Subject Folders
- Orphan Records
- Direct Uploads
- Custom Folders
Users can also preview supported files before uploading them to OWL
Supported File Formats
- Microsoft Word (.docx)
- Microsoft Excel (.xlsx)
- Microsoft PowerPoint (.pptx)
- PDF
- Text Files (.txt)
- CSV Files (.csv)
- Images (.png, .jpeg, .jpg, .svg, .webp)
- Videos (.mp4, .mov, .webm)
Benefits
- Preview documents before uploading or associating them with records.
- Access and review files directly within OWL.
- Reduce dependency on external applications.
- Improve investigation, claims review, and case management workflows.
- Maintain document access controls based on user permissions and record access rights.
OWLDocs Folder Structure
The new OWLDocs Folder Structure provides a centralized and organized approach to document management within OWL.
Key Highlights
- System-managed folders for Cases, Subjects, Orphan Records, and Direct Uploads.
- Automatic organization of documents based on record associations.
- Support for Custom Folders and Subfolders.
- Improved management of documents attached to Forms, Tasks, Tips, Leads, and Identity Records.
- Role-based access and visibility controls.
- Centralized document management across OWL.
Benefits
- Improved organization of investigation-related documents.
- Easier access to supporting records and files.
- Better document tracking and management.
- Enhanced consistency across document workflows.
- Increased efficiency when managing large volumes of records and files.
Enhanced Record Type Filtering
Enhanced Record Type filtering within OWLDocs File Folders now applies consistently across:
- Attached Records
- Cases
- Related Subjects and associated records
Benefits
- Improved search accuracy.
- Faster access to relevant records.
- Better productivity when managing large datasets.
- More consistent filtering behavior across modules.