The new SmartPoint DMS Release 3.4 introduces a series of features that make daily operations more convenient and integrations even more seamless.
We are pleased to present a list of key updates in the SmartPoint DMS electronic document management system for Q1 2025 (January 1, 2025 – March 31, 2025).
Two new parameters have been added to the Counterparty card, allowing counterparties to be categorized based on the company they cooperate with.
How it works
The new fields are available when creating or editing a counterparty card and define its association with one or more companies.
Why it’s useful
This update enables more efficient management of counterparties in structures where operations are conducted on behalf of multiple companies. It provides greater system configuration flexibility and simplifies working with a large number of counterparties.
Improved integration with Power BI for using analytical reports directly within the working environment
How it works
Power BI reports can now be embedded both in the SmartPoint DMS module and in SmartPoint Intranet (if a corporate portal is in place). Embedded reports appear as interactive blocks with retained filters and dynamic data updates. Reports are added through the standard integration interface – just insert a report link or use a connection to a Power BI workspace.
Why it’s useful
Users can view up-to-date analytical data directly within the SmartPoint DMS interface without switching between systems.
Email field fill-out when creating a counterparty from a document card
How it works
When creating a counterparty from a contract card, it is now possible to immediately enter or edit the company’s email address.
The field is available both for entering new information and for updating existing data in the counterparty profile.
Why it’s useful
This functionality is essential for integration with electronic services (e.g., sending notifications, automated emails, or invitations). It saves users time by allowing key information to be entered immediately without navigating to the separate Counterparties section.
Cloning a previously created request
How it works
A functional “Copy” button is available in a created or submitted request card that is in the approval process. This button allows users to create a new request based on an existing one. When cloning, the contents of the main information block fields are automatically copied.
Users can edit the cloned request before launching or saving it.
Why it’s useful
Enables quick creation of repeated or typical requests without entering data from scratch. Saves time and reduces errors by reusing verified data. Improves convenience when working with mass or recurring requests.
Support for Spanish interface localization
How it works
Users can select Spanish in their profile settings. Key modules, buttons, messages, and system prompts have been translated and adapted for Spanish-speaking users.
Why it’s useful
Provides a seamless experience for Spanish-speaking teams without language barriers. Supports international projects and teams where some employees work in Spanish.
Updated Internal and External Documents module with extended cross-module integration
How it works
New functionality enables linking previously created documents across different modules, providing convenient access to related content within business processes.
Why it’s useful
The integration supports a unified and consistent document workflow structure.
To download the full release versions in PDF format, click the corresponding buttons below.
