Second Quarter 2024 Document management enhancements

This page describes all document management enhancements made with the Second Quarter 2024 release to the Preview environment. These enhancements will be made available in the Production environment with the Second Quarter 2024 release.

For a list of all changes available at this point in the Second Quarter 2024 release cycle, see Second Quarter 2024 release overview.

Add a deadline to a document reviews and approvals

You can now specify a deadline for users or teams assigned to review or approve a document. Reviewers and approvers receive email notifications 72 hours and then 24 hours before the specified deadline. The deadline is also reflected in the Approvals widget in the new Home area.

For more information, see Create a document review or approval request.

Create and use Approval Templates

You can now create Approval Templates in the Setup area to streamline the review and approval process. Approval Templates allow you make the review and approval process more repeatable by

You can apply Approval Templates from the Documents area when creating an approval process for a Document.

For more information, see Create an Approval Template.

View information about all your approvals in once place

To help you manage and analyze your approval requests at a glance, we’ve added the following key performance indicators to the All Approvals widget:

You can drill down into the categories listed above for a more detailed view. The All Approvals widget is available in New Home and Canvas Dashboards.