Innovation drives everything we do here at Paperwise. Symphony, our cutting-edge document management platform, has undergone several updates to deliver an even more seamless, efficient, and intuitive experience for our users. Through February 2025, we’ve introduced key enhancements to make organizing, accessing, and managing your documents smoother than ever.
Here’s a detailed look at the latest features and enhancements designed for Symphony users like you.
Advanced Search Gets Powerful New Features
Accurate and efficient searches for document management users is key to your productivity and everyday workflows. For this reason, the Advanced Search Tab has received several updates to improve functionality and offer enhanced customization options. With these updates, users can now:
- Save Advanced Searches: The “save” button is now more visible, ensuring users can easily save specific search criteria for future use.
- Add Multiple Sort Criteria: Add several layers of sort criteria to refine your searches.
- Internal Field Inputs for Locked IDs: Users can now input internal fields like “i locked by id” and “i version locked by id” to narrow their search results more effectively.
- Export/Download Documents: Select multiple documents for export or download directly to your local system, saving time on repetitive processes.
Enhanced Homepage Content and Customization
The Homepage Content Manager has been overhauled to improve user experience with greater flexibility:
- The new setup shifts homepage content to reside under a feature separate from tenant properties, adding better organizational control.
- We’ve also introduced a custom component feature enabling users to open Symphony tabs with provided data seamlessly. This tweak ensures quicker navigation and more intuitive use of homepage content.
Simplified Role and User Management Oversight
Symphony now includes enhancements in User and Role Management for more transparent and accessible oversight. This update enhances the overall user management workflow, empowering administrators to maintain a secure and well-regulated environment. Here’s how:
- We’ve introduced a read-only table displaying a user’s features by role, so you can easily view what permissions are assigned where.
- A new Edit Role Button allows administrators to make changes to roles more efficiently.
Optimized Search and Import Views
We’ve combined some of the most widely used document management features into a single, easy-to-navigate interface. You can expect to see the following changes:
- Symphony’s Search and Import Views are now merged into one unified UI under the DM configuration. This simplifies how users interact with their data and reduces the time spent toggling between separate tools.
- Additionally, restricted users will now experience mirrored functionality of their limitations on the Import Tab, helping organizations maintain consistent role-based access controls.
Empowering the Index Tab with New Toolbar Features
Indexing documents just got a productivity boost! As a result, revisions are now easier than ever to manage, keeping your document library accurate and up-to-date.
- The Revision Toolbar for the Index Tab: This feature is now live. Now, users can manage document revisions with greater efficiency, and ensure document updates are straightforward and easy to track throughout workflows.
Sign Now Integration and Pop-Out Options in the Search Tab
Symphony users can also enjoy better integration and usability within the Search Tab. These Symphony updates bring professional-grade functionality as well as flexibility and efficiency. This is especially helpful for professionals balancing large volumes of paperwork.
- Our Sign Now Integration is now fully implemented, allowing users to electronically sign documents directly within Symphony. This makes contract management and sign-offs a breeze.
- Added a new “Open Revision in Pop-Out” Button, which gives users the ability to work with document revisions in separate windows — ideal for multi-tasking.
Even More Enhancements to Boost Efficiency
The list of Symphony updates doesn’t stop here. We’ve also made additional improvements to further enhance document management features and streamline your processes.
Each of these enhancements reflects the feedback we’ve received from real users who rely on Symphony for their daily document management needs:
- Implemented sort descending functionality for lists and user lists.
- Enabled MMC calls from the front-end side of the Management Console.
- Unified UI and internal inputs for better control and improved workflows throughout Advanced Search and Search Tabs.
Stay Ahead with Paperwise Symphony Updates
These refined document management features, including the latest advanced search capabilities, ensure that Symphony users have the tools they need to streamline processes and increase productivity. Whether you’re exporting documents, editing user roles, or signing contracts digitally, Symphony provides a cohesive, powerful platform for managing your essential documents. Want to experience the latest updates and features of Symphony for yourself? Contact our team or schedule a demo today to get the most out of your document management experience.
