Introduction
This document includes information about the new features, other improvements, and corrected known issues implemented in the Clausion FPM 24.02 general availability version.
The previous general availability release is Clausion 23.10.
New Features and Other Improvements
New site for Clausion User Documentation
Feature ID: FD-13949
Clausion User Documentation has moved to a new site with a new look and feel. The content, however, is the same content as before. To access the documentation, click the documentation links on the user interface as before. However, when you click the links, a login window opens. Insert the credentials provided by customer support to log in. The login has been added to increase the security of the documentation. The documentation site include Clausion Documentation Getting Started page which introduces the new look and feel and provides instructions and tips on navigating the helps.On the new help site, you find all online helps available in one language listed on the left-side tree view navigation panel for easy cross-help navigation. The order of the topics in the individual helps is the same as before, however, the level structure has a maximum of three levels now. This reduces drilling down to the tree view and displays more related information on certain topics on one page.The language selection on Desktop or Web Client defines which language version of the guides opens by default: English, Finnish, or Swedish. You can access other language versions of the helps via links on the Clausion Documentation Getting Started page, under the User Guidance online help, or on the About This Help article at the beginning of some of the online helps. Once you open a link to any help in another language, you can access all the helps in that language on the same site due to them all being listed on the left-side tree view navigation panel.Version history is marked directly in the content with version tags at the beginning and end of the updated content, making it easy to see which content applies to which version. The version history begins from version 24.01.Search functionality is also included in the helps, you can find the search bar at the top of the left-side navigation panel. The search results display all hits across all helps, therefore, you do not need no know in which help the information you need may be.
Saving templates to Favourites
Feature ID: FD-11282
You can now save input, report and custom templates to favourites on the template settings with a new Favourites button and the Save to Favourites selection. Clicking the Save to Favourites selection opens a pop-up on which you can edit the favourite’s name. The name is the template’s name by default. Click OK when you are done. The saved favourite appears on the Favourites section on the landing page. You can open the favourite on the Favourites section by clicking the favourite's name or the green arrow button next to the favourite’s name on the right.
Web Client: Favourites section toggle under View button
Feature ID: FD-10899
You can now add a new Favourites section to the landing page in Web Client. The Favourites section lists templates you have saved as favourites. By default, the section is set out of view. To add the section on the landing page, click View button on the top-right corner of the page and toggle Favourites on the drop-down list.
Web Client: Favourites section on the landing page.
Feature ID: FD-10667
You can now add a new Favourites section to the landing page in Web Client. The Favourites section lists the input, report, and custom templates you have saved as favourites. By default, the section is set out of view. To add the section on the landing page, click View button on the top-right corner of the page and toggle Favourites on the drop-down list.On the Favourites section, you can open a favourite by clicking its title or by clicking the green arrow on the right end of the row. To edit the favourite, click the pen icon. To delete the favourite from the Favourites section, click the bin icon. You can also search for favourites on the list by typing the favourite’s name or a part of it on the search bar on top of the Favourites section. If you use both Desktop and Web Client, favourites saved in Desktop Client are displayed on the Favourites section in Web Client as well.You can save an input, report or template as a favourite by clicking the Favourites button in the template settings and selecting Save to Favourites. Give the favourite a name and click OK. When you edit an existing favourite, clicking Save saves the changes to it. However, if you click Save to Favourites when editing it, the favourite is added as another new favourite. Please note that the landing page returns to the default settings when you log out, open a new tab, or refresh the browser.This feature is unavailable for XBRL reports.