Version 3.34

Release Date: 2020-06-25




Highlights


This is a brief summary of the most noteworthy new features



DocuSign Support

We have added integration with DocuSign. This integration will allow users to send documents for signature and have them returned when they are signed. The integration will automatically file away the signed documents as well as participate in workflow to move processes along as soon as a document is signed.



Viewer Enhancements

We have added several viewer enhancements in this release. One of the biggest additions is the ability to save page rotation. After a page is rotated you can click the save button and that will update the document and re-write it with the page rotated. We have also added the ability to multi-select annotations (using CTRL click) so you can move more than one at the same time, change properties (color, line width, opacity, etc.) and also use the new Arrange menu to arrange and align a group of annotations.



Added Data Merging Support to Excel Spreadsheets

You can now use Excel spreadsheets as merge documents in the viewer and in workflow. This enables you to create nicely formatted spreadsheets complete with charts and more. docMgt merges in the data which populate the defined charts. It is a great way to present data to end users in a way that makes sense to them. With the workflow automation piece you can have the system send out completed spreadsheets via email and more.



Simplified Record Security

We simplified your ability to secure Records using teams. Previously in order to secure records based on team membership you needed to add a Record Security entry for each team individually. Starting with this release you can now compare a field value to any of  the teams a user is assigned to by using the [USERTEAMS()] variable.



Record Type Automation

You now have options to run actions at the Record Type level without having to run them against Records directly. This is useful for things such as nightly data synchronization, weekly alert emails, and more.




New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Workflow
      • Added [DEL] support to Search/Update
      • Added -OR- searching capability to all workflow searches (Move Documents, Search/Update, Search/Create, Search/Action Set, Search/Create CSV)
      • Added ability to use -OR- in Record/Doc data filters
      • Added ability to drag and drop to reorder the search field in workflow design panels
      • Added ability to limit OCR action to specific Document Category, SubCategory and/or Name
      • Apply Annotations - Added option to import annotations from an existing document
      • Apply Annotations - Added TEXT, IMAGE and STAMP annotation support
      • Added a "Scroll To Bottom" option on the toolbar workflow list
      • Added XLSX support for Merge Document action
      • Added User Context Switch action
      • Added option to use LInked Display values for CSV creation
      • Added option to switch Record context to the new Record in Create Record action
      • Sped up loading of Add-In property screen
      • Added complete and reject actions to Add-Ins
      • Added option to set Follow Up Trigger Date/Time using variables
      • Added variable replacement to Delete Documents action
      • Change Direct Trigger Link action to use the selected trigger in the list only if no match from the typed in value
      • Allow customization of the standard workflow email / SMS
      • Added Search and Calculate action type
      • Add full name to the ad hoc workflow dialog
      • Add full name to the workflow reassign dialog
    • Record Types
      • Record Security - Added ability to compare an index value of the current Record to a list of values using | (pipe) symbol
      • Added All Users team option to Record Security
      • Added Automation settings to run actions
      • Added option to hide record type from search/entry by marking it as a Lookup Table
    • Viewer
      • Added Sign Here and Initial Here annotations for user 1 and user 2
      • Changed document download file naming to use the document name property instead of original file name
      • Added XLSX support for merge documents
      • Ctrl/Shift click to show annotation coordinates
      • Multi-select annotations to set properties using CTRL key
      • Added alignment options for multi-selected annotations
      • Added menu option to Select All annotations
      • Added custom color selection
      • Added standard color picker to text and custom color dialog
      • Added ability to save a page's rotation
    • Variables
      • Added USERTEAMS to return a list of team names of which the specified user is a member
      • Added INTEAM to return whether or not the specified user is a member of a specific team
      • Added CRONDESC to return human readable version of CRON expression
      • Added FIELDCOUNT to count the number of times a field is used in current Record
      • Added FIELDEL to return the field value by element number (offset)
      • Added MISSINGDOCS() method that accepts a string delimiter
    • E-forms
      • Added more icons - Campground, Tractor, Chain Link, Clipboard, Contract and more
      • Added support for check box fields inside repeaters
      • Added variable replacement on using incoming URL parameters
      • Changed Option List default value to a text field so variables can be used
      • Now saving table column values into the record when the table is set to Save To Record
      • Added user-entered options capability to radio, option and multi-option
    • Add-Ins
      • Added ability to use variables in the Add-In names
      • Added data prompt screen capability
      • Add ability to run Add-Ins from REST calls
    • Record Screen
      • Added pop up report panel to be able to run simple reports without having to move to a new section of the system
    • Search
      • Changed Add-In selections so when no Records checked the ALL options show and when any checked then the CHECKED options show
      • Added ability to search for items NOT at a specific work trigger
      • Scroll to top of page when paging thru results
    • REST
      • Added PerformOCR property to REST document object to allow for REST calls to start OCR for documents
    • DocuSign
      • Added support for document signature processing
    • Branding
      • Added image property to the email notification branding
      • Removed the icon on the left border of the emails
    • OCR
      • Updated our cloud OCR to use the latest AI engine
    • Record Preview
      • Show all data fields - not just the first 10
    • Indexing Automation
      • Reassign options now allow for selecting ANY user





Fixes


This is a list of the issues we fixed since the previous release


    • Viewer
      • Running action add-in with URLs not working properly
      • Some TIFF documents not loading in viewer
      • Emails sent are not being logged to the specific Record they were sent from
      • E-form list not always showing up om Record screen (timing issue)
      • Running Add-In from Record screen refreshes record data before redirecting when it should just redirect
    • Search
      • CSV / XLSX downloads do not download all columns - just the first 10
      • Error when only one double quote is in search query
      • Custom Search - Custom field delete option removing the wrong item
    • QuickBooks Online Integration
      • Check population code errors out when no check available
    • System
      • Password reset fails if password security set to high
      • Email logging fails when user not logged in (password reset)
    • Workflow
      • AltRecord not available in all actions
      • "Search and Run Action Set" action errors out each time
      • ChangeDocProperties action using wrong SubCategory
      • Move/Copy Documents action only moves first 25
      • Missing Documents check not working properly
      • Line Number and Max Records fields' variable lists not showing in workflow action editing screen
    • Admin 
      • Admin system not loading in IE
      • Email test has 2 embedded email bodies
      • All User team not always showing up in Admin
      • IE has error loading Admin
      • Not all revisions are showing up in Revisions panel
      • Branding not properly saving uploaded images / logos
    • Reports
      • Storage Report times out when purging record type with large volume of documents
      • Change Log - Selecting a Changed By value returns invalid or no matches
      • OCR Results Report - Open record link has invalid character so it doesn't take you directly to the document
      • Work Item History Report not working when specifying Work Trigger
    • E-forms
      • Field value replacement with { and } not working for table headers
      • Buttons not taking on workflow styles (background and text color)
      • Public passwords prompting when viewing internally
    • Indexing Automation
      • Split - If a document is PDF and has not changed it is still being rebuilt
    • OCR
      • If more than one document is OCR'd with the same name at the same time then one will overwrite the other
    • Preview
      • E-form not filling entire preview screen












Version 3.33

Release Date: 2020-04-25





Possible Breaking Change

We removed the "DAYSUNTIL_X" and "DAYSSINCE_X" built in self-computed fields. If you still need those computed fields you can make them now using our standard computed fields technology. Set the field to READ ONLY and set the field's default value to "[DIFF([fieldName]|[DATE]|d)]" for Days Since and "[DIFF([DATE]|[fieldName]|d)]" for Days Until.


Possible Breaking Change

The PROP variable was updated in this release to conform better to JavaScript/JSON standards. Previously an object was processed as an array of 1 item. In order to read its values you needed to specify element 0 of the array. In this release an object is now treated as a single object and not as if it were in an array. This means you no longer can specify the element number for a simple object. Arrays are not impacted this this change.

BEFORE: [PROP([OBJ]|0|Name)], AFTER: [PROP([OBJ]|Name)]






Highlights


This is a brief summary of the most noteworthy new features


Change to UTC Time

All Workflow, OCR, and Retention functions are now being logged in UTC time. This will make it easier to see the true timeline of multiple processes that happen between time zones. All times are converted to your local time zone for display so most users will see no difference.


E-form Field Repeater

We have added new functionality to the Panel field that allows it to query records and for each record found will duplicate the fields contained in the panel. This is especially useful for order forms where the form is built from an inventory-like record list. Users can maintain the Inventory records which in turn automatically updates the order form.


Updated Storage Report

The new Storage Report not only breaks down the items per Record Type but also gives you the ability to purge by given Record Type. This gives you more control over what items you are purging when trying to save space.


Email Messages Report

We added a new report for finding emails that were sent during a time period and by whom. Emails were always logged in the audit trail but going forward they will be logged separately in their own report space for ease of use and review.


Record Purge Change

We have updated the Record Purge logic to also delete all audit trail information for purged Records. We still keep an audit entry for the purge action but no meta data about the Record other than its unique ID are stored. This will help ensure full data purge compliance for sensitive applications.


More Drag and Drop Support in Viewer

Outlook: You can now drag and drop one or more messages directly from Outlook to your docMgt viewer if you are using Chrome or Edge. You can also drag and drop attachments directly from the email into the viewer.

Windows: We have improved the ability to drag and drop a folder into the viewer. Up to 100 files can be dragged into the viewer by dragging the folder itself onto a category. This is supported on Chrome, Edge and Firefox.



QuickBooks Online Support

We have added integration with QuickBooks Online. We currently support Bill Payment processing. This includes adding Bills, updating Check Numbers from Bills in QuickBooks Online back to docMgt. We also support synchronizing Vendors and Accounts to aid in the indexing process.




New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Workflow
      • Added ability to add multiple fields with the same name in the Search/Update and Search/Create actions
      • Updated layout of Assignments section in admin
      • Changed workflow description to include linked field display values
      • Added Parallel Workflow Processing including a new Parallel Merge action type
      • Document Move/Copy Action - Added ability to do use Document Data search values
      • Updated Create E-form action to store the ID of the Document created into a field
      • Added work item re-assignment actions to the standard workflow action list
      • Added ability to use variables in filter check "Field Name" for greater flexibility
      • Updated Auto Split logic so ALL, OCR and BARCODE instances are handled consistently
      • Added Action to add Holds to Records
      • Added Action to remove Holds from Records
      • Updated Expectations panel to new format
      • Launch URL Action can now have the new window target specified
      • Launch URL Action now usable from Record screen, Indexing screen and Workflow console
      • Changed AUTO-CLASSIFY action to preserve initial document properties if they are not updated
      • Added 'Related Items' panel to Action Sets to show links to Work Triggers and Add-Ins
      • Changed Notification option to default OFF
      • Added value anchor settings to the Auto-Index logic in the Enterprise Edition
      • Auto-Index - Added button to duplicate a field definition
      • Auto-Index - Changed default setting for overwrite to YES
      • When saving a Trigger the work trigger order is fully updated at the same time
      • Added in ability to check for presence of full text data using the Document Existence filter check
      • Added ability to split records using blank pages
      • Added Active option to Follow Up actions so they can be deactivated as needed
      • Workflow Console - Added option to process multiple workflow items at once
      • Workflow Console - Now prompting if more than 500 items will be loaded
      • Workflow Console - Changed item layout to not let long values take over entire row
      • Admin - Updated trigger activity report to show true count of all items in trigger
      • Added ability to cancel all workflows for record except the current one
      • Set Team Check default setting to Current User
      • Added filter check to see if current user is Internal or External (mostly used in portals and external forms)
      • Added support for E-forms in the Extract Data action
      • Workflow Console - Changed large list downloads to give status updates and provide cancel ability at any time
      • Required Documents check - added support for manual @RequiredDocument entries per Record
    • Reports
      • Updated the Storage Report to show resources being used by Active items and Deleted items that need purging
      • Added ability for Administrators to purge records and documents from any record type using the Storage Report
      • Added 'No Record Type' totals to storage report download CSV
      • Added Email report to show who sent emails, when and to whom
      • Added Document ID parameter to Current Work Items and Work Item History reports
    • Record Types
      • Re-worked Record Type Links panel to make it more intuitive
      • Changed Record Type list to show number of Record Type Links rather than number of Retention Items
      • Added ability to define computed fields which are computed at retrieval time
      • Removed DAYSSINCE and DAYSUNTIL built in computed fields and replaced with the new computed field system
      • Record Type Retention was made much more efficient with this release by querying out only the records that need to be reviewed instead of all records that MAY need to be reviewed.
      • Added multi-add for Sub Categories
      • Arranged Category panel to make it easier to follow and be more standardized
      • In admin, when adding multiple fields we are now replacing spaces in field names
    • Indexing Automation
      • Fill in linked auto-complete fields when click indexing used in indexing screen
      • Changed logic for the Auto Classify in two ways
        • if no match is found the system preserves the original Cat/SubCat/Name for document
        • If match found but no Category is specified then the original category is used - same with sub cat and name
    • Multi-Tenant
      • Changed billing report to show current count and have average in hover instead of vice versa
      • Added parent account name in the user list
    • Viewer
      • Added user option to always show the Category and Sub Category options (Edit, Upload, etc)
      • Changed Category and Sub Category options to show on hover instead of click
      • Added Document Data editing capability for documents that are not E-forms
      • Added option to view document thumbnails with larger size
      • Added new hotkeys for selecting pages
      • Now showing coordinates when hovering over full text words in left panel
      • Changed Document OCR and Document Notes buttons to toggle their respective settings instead of making them "on only"
      • Updated look of thumbnail and page selector buttons
      • Changed standard viewer to download directly from Azure SAS when available
      • Added drag and drop from Outlook to the viewer while using Chrome (version 76 or higher) or Edge (Windows 10 1709 or higher)
      • Added folder drag and drop which will upload up to 100 documents from a folder into the viewer at one time
      • Linked Records - You can now use Alt-Click open in record new window or Ctrl-Click open in same window without the preview
    • Variables
      • Updated [MATH] method to treat blank values as 0 for calculation
      • Updated [COUNT], [MIN], [MAX], [SUM], [AVG], [JOIN], [LOOP] variables to be able to use fields from the alternate record using << and >>
      • Added UTC versions of date variables - i.e. [DATEUTC], [TIMEUTC], [HOURUTC], etc
      • Changed COLUMNS variable to accept line split so it can format an entire file at once
      • Changed [PROP] to return blank value if property does not exist on object or when value does not exist in Record
      • Added TOLINEITEMS() to parse text blobs into line item data
    • System
      • Changed audit logging to not log a Record change event when the thumbnail is updated by a simple view
      • Simplified public document sharing by not requiring a system-wide setting to enable it. Now controlled only by Record Type setting.
      • Added Email logging
      • Record purging now deletes all audit log data for that Record except for the log entry that the Record was purged.
      • Added code and made changes to avoid the Chrome Auto-Complete bug/issue
      • Updated toolbar to show + after 99 W/F items
      • Updated toolbar to show counts in square containers instead of round
      • Added Time Zone information to the Support pop up screen
      • Added ability to use F5 in numeric fields
      • Now refreshing Action Sets lists after config manager import
    • Record Preview
      • Added 'Please Wait' spinner while loading documents
    • E-forms
      • Added option to override a field's value from the Document data table
      • Added behavior where record type links in line item tables are presented as drop downs
      • Added Content-Security-Policy support to iframe options
      • Added option for Number fields to add to form calculations if the "Include in Totals" check box is selected for the field
      • Added "copy line" option to E-form tables
      • Added Credit Card authorization flow that works with Point & Pay - https://www.pointandpay.com/
      • Add ability to get the selected "Amount" value from the Radio buttons and Option lists using {fieldname:amount}
      • If E-form creation and routing results in deleting the newly created record, user is redirected back to Home page
      • Changed Date fields' default value setting so non-dates can be entered - i.e. variables like [DATE] now can be typed in
      • Removed extra padding from Panel field
      • Added option to hide drop shadow from panel
    • Add-Ins
      • Action to add Holds to Records
      • Action to remove Holds from Records
    • Record Screen
      • Added option to initiate scanning from URL commands
      • After finishing a work item the URL will now update to have the new "current" workflow ID so a page refresh will reload the proper workflow item
      • Changed to allow routing Record even if user is already in routing context
      • Added customizable Record Screen Title that allows customization of the Record Screen title above the top panel - including color
      • If route completion deletes current Record then user is redirected to Home page
      • If the user manually routes a record and they are in the list of users the item routes to they are now prompted to open that item
      • Added workflow controls to Document panel
    • Direct URL Integration
      • Added ability to initiate a scan operation from all direct URL calls
    • Search
      • Added multi-search for linked fields. Does not use auto complete but rather uses the ID value entry
      • Sped up searches where linked fields are used with display values using the Slow Mode option
      • Added option to cancel long-running Add-In processing
      • Added CTRL-Click on column heading to sort descending
      • Speed up search page by removing unnecessary data loading
      • Added Document SubCategory and Document Name to Advanced search
      • Updated the look of the pop up search panel
      • Added NOT LIKE search capability by using !text%
      • Added ability to search by Document Count and Page Count
      • Changed hover highlighting logic from JavaScript to CSS
      • Allow Add-Ins to be run against ALL results and not just the checked ones
      • Added option to use "Add to Favorites" and "Export" features for ALL searched records
      • Cleaned up URL for initial search page by removing variables whose values match their defaults
    • PDF Merging
      • Added ability to remove annotations using matching logic on the annotation Subject values
    • Branding
      • Changed uploaded images to store as Public Document Shares instead of embedding image in the UI code itself
      • Changed right panel of login screen to move link text to the bottom of the image and space out the other text lines
    • Collaboration Portals
      • Changed workflow buttons so they take on the colors defined in admin
      • Added option to use the standard email template or start with blank email
      • Add option to E-forms to use existing forms in portals rather than using only their own
      • Added SubCategory support
    • REST
      • Added ability to cancel a specific workflow item
      • Added ability to cancel all workflow for a Record
      • Added ability to filter work items based on full search filter
      • Added SubCategory and NumPages to Document search
      • Added NOT logic to Cat, SubCat, Name and FileName for Document Searches
    • PDF Form Submission
      • Added SubCategory to the hidden field list
      • Updated documentation with relevant info
    • QuickBooks Online
      • Added support for Invoice processing to save Bills into QBO using Workflow Actions and Action Sets
      • Added ability to sync Vendors, Accounts and Classes from QBO
      • Added ability to save Bills to QBO
      • Added ability to populate check numbers back to Bills from QBO





Fixes


This is a list of the issues we fixed since the previous release


    • Viewer
      • Splitting any doc type other than PDF makes the resulting documents not viewable
      • Sub Cat and Doc Name selectors not updating properly during Add, New or Edit functions
      • The scanning interface is not properly showing the Cat / Sub Cat / Name selections
      • Linked Records showing too many matches if based on multiple fields and any of the link values are blank
      • Split into 2 docs feature copies document instead
      • New document share link not available until list reloaded
      • Data Audit Log - If user has no first or last name then nothing shows for user
      • Hidden line item field still showing header in panel
    • System
      • Values with 2 commas are being interpreted as dates - i.e. 1,2,3 is shown as 1/2/2003
      • Audit - User objects are being saved in Audit log with passwords showing
      • Premise OCR not working on all server configurations
      • Add-Ins - Not saving Record/Document changes when using Action Sets
      • Drag drop to header thumbnails grays out modal
      • AUTOID when set as read only not working after initial 3.33 release
    • Record Types
      • Linked Fields with blank values causing incorrect matches in Search and Linked Records
      • Extra spaces at beginning or end of filter values cause security to not work properly
      • Line Item fields not limited to those types that are supported at the line item level
    • E-forms
      • Calculated fields are saving their state during design time instead of computing in real time
      • Fields still require entry if they are inside of containers that are disabled
      • "Other" option for radio field not allowing users to type in custom value
      • "Previous page" button icon not correct
      • If a routed document no longer exists in current Record then an error is thrown
      • We are now updating the browser URL when new E-form is saved so the proper ID is in the URL
      • Shopping Cart - Moved Amount and Taxable to main options
      • E-form Editor - Dragging a field in the designer breaks Visible/Enable links as well as Get Value From
      • Intermittent error when viewing E-form from portal
    • Workflow
      • Cancel action not working in Process Actions
      • Processes not executing their Assignment Actions or Completion Actions
      • Extract Data Action - When using full cell names (sheet!cell:cell) the data values do not merge properly
      • Clicking on trigger then and canceling makes trigger no longer clickable
      • Search/Create with Routing causes routed records to have improperly formatted data
      • Filter check with !# matches if the field does not exist
      • Workflow Console - Fast lane buttons that should be hidden are showing up
      • Auto-Split not working when selecting split on value change
      • Ad hoc routing not sending notification emails
      • Admin - Selecting field value in Activation Rules value check sets TO and FROM values
      • Workflow does not continue after completing out of a process
      • Switching Record context leaves the document context in place when it should not
      • If a document no longer exists in Record that was routed then an error is thrown
      • Parallel items not waiting for all users
      • Orphan triggers that call themselves cause looping issue
      • Follow up actions in Retention not saving Record and Document data changes
      • Follow Up actions only processing half of the items at a time (skipping due to list paging)
      • Follow-Up recurrence not working if not changed from default (initial value not really set)
      • Blank values not working for Document Value Check
      • E-form Only view not working for 'currently routed item' option
      • Admin - Saving first trigger causes error in saving trigger order
    • Reports
      • Missing Documents report fails with error
      • Document Share Report is showing deleted documents or in deleted records and cannot delete them
    • Search
      • Linked fields and line items not properly showing display value
      • "Merge Checked Records" incorrectly spelled "Merged Checked Records"
      • Sorting not always working properly on Search results screen
      • Total calculations in search grid footer do not properly update when adding more items to results or when changing Num Per Page setting
      • Records not opening in workflow context when "assigned to me" used
      • Cannot search for numeric values using "Starts With"
      • Hovering on a read only record makes text too light to read
      • Linked records not showing display values when EntryMode setting used on fields
      • Multi-term searches cause errors in Enterprise
    • Office Add-Ins
      • Showing an error when trying to use the printer
    • Direct URL Integration
      • SearchFieldValue, SearchValue and SearchRecordTypeValue not working
    • Home Screen
      • Panels not showing up for some users
    • Retention / Workflow
      • Only the first 25 Work Triggers are being evaluated for Follow Ups and Expectations
    • Indexing Automation
      • Indexing - Line Items - Hidden fields are not properly compensated for in the footer area
      • Indexing - Line Items - A hidden field as the last field prevents tabbing to new line
      • Indexing - Line Items - Column headers can run together if too long for screen
      • Indexing - Numeric values incorrectly formatting to 2 decimal places (ZIP, etc)
      • Indexing - Workflow completion fails if no Default Complete workflow buttons are configured
    • Collaboration Portals
      • E-forms saved from portals are causing duplicate E-form documents in Record
    • Bookmarklets
      • Empty query string parameter causes error
    • Multi-Tenant
      • Download dialog COPY button does not copy the correct download link
      • Billing "Trending" label reversed
    • REST
      • Get current Workflow is returning not just current user's items if using Advanced option







Version 3.32

Release Date: 2020-02-08




Possible Breaking Change

The Retention system is being overhauled with this release. We have removed the OFFLINE action type and replaced it with a BACKUP QUEUE action type. In the old OFFLINE action type the system would copy the Records into your storage folder until you copied them down manually. That is being phased out. The new BACKUP QUEUE method will mark the Records as ready for Backup then will be backed up via the Exporter Service. You will need to install and configure Exporter in order to make the Backup method work. See the help documentation regarding Retention and Routing for more instructions on configuring Exporter Service. If you have any OFFLINE actions you need to update them to the new BACKUP QUEUE action after upgrade!




Highlights


This is a brief summary of the most noteworthy new features



Sub Categories - This version adds support for one more level of document indexing - Sub Category. This level will be in between Category and Name in the document list hierarchy. All client tools support the new Sub Category. Importer Service and Exporter Service must be separately updated to get this new functionality. IMPORTANT: If you are using the PDF Merge Add-In with Exporter then you must be sure to upgrade that Add-In at the same time as Exporter to ensure proper operation.



Remote Support - docMgt 3.23 adds the ability for support personnel to log in using a specific account to do support work on the server. Access through this system is requested by the support personnel and is only granted if the server is configured to allow it. It also only provides access for a limited time so the support account is not left open. This prevents having open-ended back door accounts for support. Additionally, any time this feature is used an email is sent to all system admins to alert them to the login. The Remote Support feature is enabled by default and can be disabled in the site's Admin settings.



Workflow - This version introduces a new concept called 'Action Sets'. Action Sets allow you to centrally define a set of actions that can be executed as a single workflow action. This creates reusable actions that are managed in one place and used in several places. This is perfect for instances where you perform the same validations or updates in more than one workflow. You can create an Action Set then call that Action Set as a workflow action from the many triggers in the system. Action Sets are also usable within Add-Ins and Retention.



Document Manipulation - The viewer now includes the ability to remove pages from documents, re-arrange pages inside documents, copy or move pages out of a document and split documents. You can drag pages directly from a document into a new document by dropping the pages onto a Category or Sub Category marker in the viewer.



Retention - We are phasing out the "Take Offline" retention option and are replacing it with a "Backup" option. The old Take Offline would make ZIP file copies of records in the cloud and would do a direct copy of records to a folder for premise systems. The new "Backup" option will use the same mechanism for both cloud and premise which will simplify implementation and support. We are also leveraging our Exporter Service to do the data transport so we can use Add-Ins during the Backup process if desired.


NOTE: All retention date and time values are now based on Universal Date Time instead of Local Date Time. This means all actions taken will be logged in the universal time zone. For more information on the Universal Time Zone see this link (external site). We have done our best to translate all original values used to UTC but there may be a few hours difference in times while the system processes its current Retention items.





New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Search
      • Added ability to search by records in specific workflow trigger (step)
      • Added totals to each Record's Line Item list
      • Added more enhanced support for phrase searching to Enterprise Edition
      • Added Docs, Pages, Created and Changed to the CSV download list
      • Added Line Item data to CSV download
      • Added option to search for Records marked as "Favorite" within a Record Type
    • Admin
      • Implemented Expire Date feature for users so user accounts can expire automatically (Users)
      • Added option for user accounts to be marked "inactive" so they will not be allowed to log in
      • Added option to allow Remote Support for hosted sites (Main Options)
      • Removed Active property for Record Type as it was just performing a Delete action anyway
      • Added option to replace variables during record save instead of before entry
      • Added warnings to OCR / Rendering options in Record Type since they can cause duplicate processing if using Workflow
    • Workflow
      • Added "Action Sets" that allow admins to define sets of actions that can be used in workflow actions.
      • Added Copy option to Move Documents action
      • Added control over the From and To Record during Move or Copy Document operations
      • Added destination Cat / Sub Cat and Name during Move or Copy Document operations
      • Refactored Workflow Actions and Follow Up Actions operations to make them easier to support and expand
      • We are now saving Record data before calling E-form creation to ensure any changed data is available to E-form
      • Added Line Number to the value check filter
      • Added support for Sub Category on all applicable Workflow Actions
      • Added "Throw Exception" action type which will stop workflow processing, undo any updates possible and send error message back to user
      • Added option to compress PDFs after merge action
      • Added option to compress documents that are converted to PDF
      • Changed Follow Up actions to have recurrence done at the Follow Up level and not the individual Action level
      • Removed "Log to Record Notes" option from Follow Ups. If this functionality is required users can use a "Record Note" action instead.
      • Clicking on buttons in Overview panel now open the User Buttons panel
      • Added Percentage filter that allows you to have a trigger activated X% of the time based on a random number match
      • Removed Indexing Automation OCR Screen option from Work Trigger General options screen. This was held over from previous versions and is no longer used.
      • Added action to Search and Create CSV
      • Added action to add to CSV
      • Added purge option to Delete Documents action
      • Added ability to run actions without a Record by using temporary data instead of Record data
      • Added ability to copy and paste entire action lists to/from workflow actions and action sets
      • Now allows Sheet Name and Data Range to be included in Excel data extraction using the syntax of "Sheet!Cell:Cell"
      • Added Create Text Document action
      • Added Loop action that can execute multiple actions in order inside a loop
      • Added ability to deactivate an Action so you can leave it intact but have workflow skip it
      • Added option to Workflow Cancel action to continue processing subsequent actions before cancelingMulti-Tenant
      • Added ability for Admins to add temporary 'Remote Support' login user to be able to log into a hosted site. This only works if the site has its remote login support enabled.
      • Added Document Context Switch action
      • Set focus in text box when dropping down action type selector
      • Added action to Merge Existing Documents together
    • Security
      • Added email alerts to administrators when a Remote Support account logs in
      • Added option to User accounts to make their logins inactive
    • Add-Ins
      • Added ability to run Action Sets as Add-In actions
      • Set focus in text box when dropping down action type selector
    • Config Manager
      • Added support for Importing/Exporting Action Sets
    • REST
      • Added Sub Category property on documents
      • Added the following User properties
        • LastPasswordChange
        • ExpireDate
        • LoginActive
    • E-Forms
      • Added support for Sub Category to Form properties as well as File Upload and Doc View fields
      • Added custom message to be displayed for required fields that are not filled out
      • Added option for allowing forms to be shown in iframes
    • System
      • Added modal editor for fields (CTRL-SHIFT-E in Field selector, Document Selector or Variable Selector fields)
      • Changed Enterprise Icon from Award to Trophy
    • Variables
      • Added [FIELD()] method as a more verbose way of handling naming conflicts
      • Added [NUMPAGES] and [NUMDOCS]
      • Added [TITLECASE] / [PROPERCASE]
      • Added [DOCIDS]
    • Viewer
      • Added Sub Category property on documents
      • Now allow users to save their document sort changes
      • Changed SAVE CHANGES  button to smaller button in Documents heading
      • Added ability to delete pages from documents
      • Added ability to split document into 2 documents
      • Added ability to rearrange pages in documents using the thumbnails with drag and drop
      • Added ability to drag documents onto Cat / Sub Cat headings to move them
      • Added ability to drop pages onto Cat / Sub Cat markers to make new documents
      • Now hiding tools on Category / SubCategory bar by default to keep UI cleaner
      • Page rotation is now preserved while viewing current document
      • Changed TEXT viewer to a mono-space font for better text layout
      • Added text editing support for *.SQL documents
    • QuickBooks
      • Increased the number of items that can be processed at one time
      • Made sync cycles more efficient
    • Branding
      • Added option to override Toolbar logo at the Team level (Enterprise Edition Only)
    • Reports
      • Added ability to reassign work items to ANY user as well as predefined users in Current Work Items Report
    • Indexing Automation
      • Added Quick Notes capability to Indexing screen
    • Retention
      • Added a Backup option to Retention that utilizes Exporter Service to do the work of pulling information down. This makes the process much cleaner and more flexible.
      • Added Backup Queued event that logs when Records are marked to be backed up
      • Added Backup Done event that logs when Records are actually backed up to local drives
      • Changed Date/Time settings to use Universal Date and Time as its base
    • REST
      • Changed dmRESTHelper.RecordSearch.PageNum object to default to the value 1




Fixes


This is a list of the issues we fixed since the previous release


    • Admin
      • User Password and Password Verify fields are filled in sometimes. They need to be blank when loaded.
    • Viewer
      • PDF Merge not working
      • Arrow annotation not drawing the arrow head when printing, downloading or burning in annotations
      • Sub Categories not sorting properly
      • Viewer expands all Categories when loading when it should only expand if sub categories are used or if only one category
    • Workflow
      • Apply Annotation opacity not allowing decimals
      • Required Document Check not working properly
      • Not all Follow Up Actions were being triggered
      • More than one Default Complete or Default Reject option is possible
      • Workflow Console incorrectly filters items as No Record Type
      • Record Context Switch action not working
      • Cancel action not stopping workflow
      • Workflow console does not always remove work items from the list when Fast Lane button clicked
      • Workflow rule using * is matching for non-existent variables
      • Document existence not working with variables
      • Workflow trigger restore not showing deleted trigger list
      • Search and Update is returning too many Records which can potentially slow down the system
      • When leaving process the engine is not looking for another parent process
    • Variables
      • WFASSIGNEDNAME not working
      • Workflow value replacement is using line item data instead of header data
    • E-Forms
      • Line Item tables not populating option list options
      • Containers have horizontal scroll bar
      • Cannot load Record Type list if too many Record Types are defined
    • Indexing Automation
      • SPLIT - Document Category, Sub Category and Name are not preserved during split operations
    • Search
      • 'Date Changed' label in search results incorrectly labeled 'Date Created'
      • Edit checked records is updating line item values
      • Enterprise Full Text searching causes searching outside of selected Record Type
      • Search from header does not show "Please Wait" dialog immediately
    • System
      • Some values being incorrectly interpreted as dates - example: 01-0178.01
      • Work Item Filter cookie not saving
      • Possible memory leak creating images
    • Record Types 
      • Tracking properties not available
    • Home
      • Errors show when locking search panel to record type without any Records






Version 3.31

Release Date: 2019-12-21



Highlights


This is a brief summary of the most noteworthy new features



Streaming Media - We have added support for streaming Audio and Video files. The system supports MP4, WEBM for video and MP3, WAV and OGG for audio.


OCR - Cloud users will notice a major improvement of the OCR accuracy due to an upgrade of our cloud OCR systems. The new OCR is faster and 80%+ more accurate than our previous OCR.


Document Sharing - We have added the ability to share individual documents externally without requiring passwords. Access to this feature is controlled at the server level and the Record Type level.


Record Screen Overrides  - The Record Screen panels can now be controlled by Record Type settings much the same way as can be done in Workflow. You can have the Record Screen hide/show/expand/collapse panels based on the Record Type. You can also control some viewer options such as full width view, open first document and more.


Security - We have updated our password security to use SHA-256 with a stronger SALT value per password change. We also added the ability to time out users by logging them out after N minutes of inactivity (configurable in Admin screen).


Workflow

    • Added the ability to do variable matching using LIKE patterns. This enables workflow triggers to match not only on exact matches and ranges but also Starts With, Ends With and Contains logic.
    • Added was a series of enhancements to the Indexing Automation engine including REGEX and LIKE patching as well as zonal regions for Split and Classify actions
    • Added specific filter options for checking on a Record's OCR, Split, Classify and Index status






New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • E-Forms
      • Added QR Code support to the Bar Code field
      • Added logic to E-forms that skips required field checking if workflow button option is set that way
      • Added more icons for forms
      • Added option to File Upload field to have it take pictures by default when loaded in a mobile device
      • Changed Sketch field to not put border and sizing images around free hand field when drawing
      • Added option to Sketch for making the delete button delete all annotations and not just the selected one
      • Added refresh to e-form list when e-forms are saved during edit
      • Now allow new e-form to be saved, edited and tested without closing
      • Added ability to hide/show/enable/disable based on work triggers (in workflow at all or in workflow by trigger name)
      • Added the ability to multi-select fields and set properties on all at once
      • Added Password field type
      • Added option to require double entry on Text, Password, Phone and Email fields
      • In Admin mode, added E-form name to the browser title
      • In Admin mode, added Save to Record identifier to the field header
      • In Admin mode, moved File Upload field's Category and Name properties to the general section
      • We now Allow Sketch pad Image URL to be computed with local variables
      • Added setting for field height
      • Added settings for adding padding between fields (Field Spacing) at the Form, Page and Field level
      • Set Default Max Width of images to 500px by default
      • Added option to filter user list by static value or dynamically using form values
      • User field - Use static values and variable replacement for team limit
      • Added variable support for button text
      • Added custom icon capability to buttons
      • Added custom formatting to Radio button options when loading from linked field
    • Search
      • Changed Merge Records logic to order documents according to the order of the Records that were merged. This stops documents from mingling with existing documents in the same categories.
      • Moved the Full Text search field in the same section as the normal fields instead of Advanced
      • Allow Full Text Searching of Record and Document notes
      • Added custom field support to Record Type search screens
      • Header - CTRL-Click on Last Added to go directly to the last added record when doing Record Type search
      • Rearranged the multi-select options
      • Moved Add-Ins to their own button
      • Added option to open all checked records in their own window
      • Added options to sort by Date Created and Date Changed
      • Removed browser history markers when changing settings so BACK button takes you to previous page
    • Admin
      • Added alert to User properties when email address invalid or when passwords don't match
      • Added Inactivity Logout Minutes setting to auto-logout users after periods of inactivity
      • Added Record Screen/Panel Overrides
      • Added ability to filter on the Workflow Rules and AddIn Rules drop downs
      • Added # Users/Teams badge to trigger Assignments panel
      • Removed references to old admin system
      • Added multiple team adding option
    • Viewer
      • Added support for streaming video (MP4, WEBM) and audio (MP3, WAV, OGG). Note that IE 11 only supports MP3 and MP4.
      • Category check box now shows checked if all docs checked using the Check All Documents option
      • Changed Document list in viewer to show more practical information
      • Split 'Download Document' button into 2 buttons - 'Download Document' and 'Download Document as PDF'
      • Updated document drag and drop to be able to drag documents between categories
      • Using CTRL CLICK on a word in the full text (OCR) view panel will perform a search across the system for that value
      • Using CTRL-SHIFT CLICK on a word in the full text (OCR) view panel will highlight all of the same words on the page
      • Added option to password protect documents that are downloaded as PDF
      • Added option to share documents externally
      • Made OCR text viewable for mobile devices
      • Added ability to view document full screen
      • We are now compressing PDFs when downloading with/without annotations and also when printing
      • Added option to check all pages in document
      • Now hiding 'Rebuild' button unless thumbnails are shown
      • Using CTRL-SHIFT-A will check / un-check all pages if thumbnails are shown
    • Record Screen
      • Added scrolling and panel sizing to the Linked Records panel
      • We now show up to 200 records per linked record type
      • Added workflow reporting options to workflow drop down menu
      • Made Standard entry accept TAB at last field to add new field to entry list
      • Added support for screen/panel Overrides from the Record Type admin
      • Updated User List field to be able to show deleted user if that user is the current value in the Record
      • Removed browser history markers when changing settings so BACK button takes you to previous page
      • Added direct link to specific page number of document
    • Workflow
      • Added option to allow button click to skip required field and field balance check options in normal viewer
      • Added @SPLITOFFSET variable to split routine that increments for each split found
      • Updated value checks to be able to use LIKE logic with ?, # and * operators
      • Auto-Split - Added LIKE and REGEX support to find split terms
      • Auto-Split - Added zonal capability to define where to find split term(s)
      • Auto-Classify - Added LIKE and REGEX support to find classification terms
      • Auto-Classify - Added [MATCHVALUE] variable support when setting the Category and Name of the classified documents
      • Auto-Index - Added full indexing definitions to workflow action which removes requirement of using Record Type field definitions
      • Added ability to edit custom email action HTML source
      • Added Document Context Switch action
      • Added more icons for buttons
      • Added variable replacement logic to the workflow "Launch Web URL" action
      • Updated Field Selectors to set values to configured field defaults
      • Updated Workflow Cancel action to be able to cancel ALL items active for Record
      • Added option to lay out merged documents (images) in grid
      • Added looping ability in workflow actions
      • Added Line Number option to the Set Variable actions
    • Add-Ins
      • Added Workflow Cancel action
    • Variables
      • Added way to refer to a data value that conflicts with a reserved variable - use [(DATANAME)]
      • Make field multi-line in variable testing window
      • Updated DMGET to be able to extract specific fields
      • Updated Count, Min, Max, Sum and Avg to use JSON collections
      • Updated JOIN to be able to use case insensitive variable names
      • Added REMOVE operation that removes all matching string values from incoming value
      • Updated ALPHANUM, ALPHA and NUM variables to be able to supply the value with which to replace the non-conforming text
      • Added REPLACEEXT which replaces multiple strings in one operation
      • Added CONDENSE which replaces multiple spaces, tabs, lne feeds and carriage returns with a single space in strings
      • Added NUMELS to count the number of elements in a split
    • QuickBooks
      • System now processes all workflow items per cycle. Previously the system processed 100 items at a time when syncing with QBWC.
    • Indexing Automation
      • Classify - Set panel height to match the thumb size
      • Classify - Set header colors to match the Record Type definitions
      • Classify - Added ability to drag multiple pages at once
      • Classify - Added ability to check multiple pages quickly and easily
      • Index - Updated Notes display to be able to present multi-line notes
      • Index - Added ability to rubber band columns of data for line item indexing
    • Multi-Tenant
      • Added link ability to manage multiple domains within the interface
      • Added check box to billing report so user can check sites off as they do billing or reviews
      • Added option to display billing report grouped by customer
      • Added site count to billing report
      • Updated "Reset Admin" option to use the new SALT password method
    • System
      • Updated the premise system to work properly when using reverse proxies and centralized SSL certificates
      • Upgraded the front-end JavaScript library
      • Upgraded password security to SHA-256 algorithm with stronger SALT value
      • Now Logging AD validation errors to event viewer
    • Record Preview
      • Preview window now closes after opening record in new tab
      • Updated document list to be broken down by category
      • Now showing all pages of documents - not just the first page
      • Users can now Ctrl-click on a page to go directly to that page in the viewer
    • Toolbar
      • Added version release date to support dialog
      • Change drop zone to the ENTRY  option instead of the entire header
      • Standard Entry Dialog - Made Standard entry accept TAB at last field to add new field to entry list
      • Updates variable testing display to show multi-line values
    • Record Preview
      • Added Document Shares report
    • Inline Importer
      • Changed logic so document imported without specific names will default to the file name without the extension
    • Data Views
      • Added linked field Display values into Data Views




Fixes


This is a list of the issues we fixed since the previous release


    • E-Forms
      • Signature fields do not show required highlight
      • User/Team checks for Visible/Enabled do not work in all combinations
    • Admin
      • Google auto-complete causes admin lists to appear empty by auto-populating the search field inadvertently
      • Workflow list (cached) does not update after changing workflow order
      • Follow up action Search/Replace not honoring Record Type selection
      • Work Trigger Action Filter not showing record types in Search filter
      • Line item field Option values not saving in the Admin screen
    • Viewer
      • Word highlights don't turn off if the mouse is moved too fast when viewing OCR
      • Last searched words are highlighted even if the record is not being loaded from search
      • Rebuild document shows error after completion on systems that have NO ACCESS as base
      • Rebuild document does not update thumbnails correctly
      • Workflow "Edit Trigger" button shows for non-admin users
      • Option to show document thumbnails is toggling the page thumbnails and not the document thumbnails
      • PDFs not opening if they have a slight issue with layout
      • If PDF page count is < 0 then PDF is not viewable
      • Record screen scrolls between document views
      • Viewer buttons wrap incorrectly when certain document types are loaded
    • Browser Console Error
      • Invalid X-Frame-Options header setting showing in the console error list in the browser
      • Browser errors occur when loading site after having been logged in previously as another user
    • Record Screen
      • Linked Records not working for more than the first Record Type
    • Documents
      • Revisions not always being saved for documents
    • Indexing Automation
      • Indexing - Date formatting not applied properly during indexing
      • Classify - Pages without Cat/Name are showing in panel below instead of on top
      • Split - 'Follow Record' options do not work
    • Bookmarklets
      • End user Bookmarklets page errors out on load
    • Home
      • Clicking on a list-based item does not open record
      • Panels based on Saved Searches do not always show in columns as they should
    • Workflow
      • Document-level variables returning wrong information from Extract Data Action
      • Annotation Add action not positioning annotations properly
      • Annotation add action not allowing negative for LEFT and TOP
      • Cannot lock e-form in workflow
    • System
      • Bar code reading identifies invalid Code128 values
      • Base server URL not correct for instances where an IIS Application is used
      • New entry form shows gray boxes on right when not needed
      • OR Searches with more than one option fail
    • Variables
      • Cannot perform replacement on variables deep inside JSON structure
      • NEWLINE does not handle empty parameter at all
      • JSON objects still being removed if in middle of string
    • Record Preview
      • Preview can fail if data is not loaded in time
      • Created and Changed dates are JSON date strings
    • Reports
      • Storage report error when data set too large
    • Scanning
      • Error when typing into Category field if no categories or document names defined
    • ClickOnce
      • Microsoft Edge prompts for ClickOnce plug in when it doesn't need one
    • Calendar Control
      • Calendar gets lost behind scrolling window panels
    • OCR
      • Memory usage too high when splitting PDFs into images
      • OCR not using proper time zone after 3.31 update
    • Toolbar
      • Search drop down misaligned for non-admins
    • Preview
      • Dates showing in JavaScript notation
    • Search
      • Totals line at bottom of search page includes line item values







Version 3.30

Release Date: 2019-10-12



Possible Breaking Change

Follow-Up Action logic has been changed. Starting with 3.31, if a Workflow Complete, Workflow Reject or Workflow Cancel action happens then the remaining follow up actions are not triggered. In order to ensure all your actions happen you will want these actions to happen at the end of the follow-up action list.



Highlights


This is a brief summary of the biggest and/or most influential new features



Enhanced Document Security - We have updated the Document Security to be more flexible and full-featured. Now you can give Read Write for a category to a user that has Read Only to the Record. Previously the Record Security would override the document security.



Search Results - There is now the option to download the search results in an Excel spreadsheet. The data is nicely formatted in a table. The spreadsheet also includes one sheet for each numeric field that shows a chart of the data for that field.



Workflow  - Added ability to apply annotations during workflow. This is perfect for applying signature stamps as well as other status stamps to documents during processing. Use in conjunction with the Burn Annotations action to create a permanently annotated document.



Date / Time Fields  - We have added the ability for the Date fields to be Date Only (04-02-2019), Date / Time (04-02-2019 8:00 PM) or Time Only (8:00 PM). Use the Advanced tab of the Date field to set your preference for that field.





New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • E-Forms
      • Changed the Flex Grid field to default to full width with no embedded fields.
      • Changed Link Field Option List to sort normal entries first then add unmatched entry at end
    • Search
      • Updated Grid results screen to have more definition between columns and show more data per column
      • Added option to download data as formatted and calculated spreadsheet in XLSX format
      • Updated to allow highlights on numeric values that start with the searched value
    • Admin
      • Added Address1, Address2, Address3, Phone1, Phone2, Phone3 to user CSV import columns
      • Changed User CSV import so the only required field is Username (previously Email was also required)
      • Added option to import Teams from CSV
    • Viewer
      • Added XLSM as a supported document type
      • Added 'Created By Name' to document list data
      • Changing the order of documents no longer changes the Date/Time Changed or Changed By fields of document
      • Updating page count in database no longer changes the Date/Time Changed or Changed By fields of document
      • Added support for CONFIG files in viewer (*.CONFIG, *.DMICFG and *.DMEFCG)
    • Record Screen
      • Made Add Notes dialog wider to be able to enter larger values
      • Updated Linked Records panel to show display values for records that have linked fields
      • Updated Records Preview panel to show display values for records that have linked fields
      • Updated Date field to Date Only, Date / Time or Time Only.
      • Added option for admins to be able to trigger Follow-Up actions directly from work item
    • Workflow
      • Automatically applying Record Type filter fields to records created in the Search / Update workflow action
      • Added option to Search/Update action to save the ID of the newly-created Record when opting to create if not found
      • Changed admin system so newly-created triggers will to not be assigned to current user by default
      • Added assignment behavior option to not assign to only the user who clicked on item. Once clicked the item can remain in other users' lists until it is completed.
      • Added variable replacement to button text
      • Add options to OCR workflow action for Complete OCR, Full Text Only, Bar Code Only and Office Document reading
      • Added option to make trigger Active/Inactive
      • Added option to workflow process to tell whether to leave process when process no longer valid or stay until all child triggers are completed
      • Updated Direct Trigger Link to be able to link to a Process to find the first child trigger
      • Updated Initiate Workflow action to be able to start workflow at a specific trigger / process
      • Added variables to the Category / Name values in Auto-Classify workflow action
      • Made Auto-Classify action fully configurable in workflow instead of relying on the Record Type definition
      • Added action to apply Annotations during workflow
      • Changed Follow-Up actions logic to check to see if the rules for any action is valid just before executing instead of ahead of time before others activate
      • Changed Follow-Up actions logic where if a Workflow Complete, Workflow Reject or Workflow Cancel happens then the remaining follow up actions are not triggered
    • Record Types
      • Updated Category and Document security to handle more security scenarios
      • Added option to trigger Record thumbnail updates when documents of a specified Category are uploaded (keep thumbnail up to date)
      • Added field options to be able to automatically add wild card characters to start and/or end of typed in value - allowing for "Starts With", "Ends With" or "Contains" searching
      • Added REGEX for vehicle VINs in the Auto-Index tab
    • Variables
      • Added TOUPPER and TOLOWER to change string case
      • Added TRIMFROM that allows you to trim a string starting with the first occurrence of a specific break string
      • Added TRIMFROMEND that allows you to trim a string starting with the last occurrence of a specific break string
      • We now allow JSON strings to be processed and have variables replaced
      • Added DOCCOUNT to get a count of documents per Category/Name combination
      • Added USERSMS, USERPHONE1, USERPHONE2, USERPHONE3, USERADDRESS1, USERADDRESS2, USERADDRESS3, USERLASTPASSCHANGE variables that map to the current user's information
    • REST
      • Added logic to catch null values for data names and values
      • Updated logic to better map values into existing Records and handle multi-value fields better (also impacts Importer)
      • Added ability to call Add-In actions through REST interface
      • Added GetDocumentSize call
    • In-line Importer
      • Removed support for FBA imports
    • Add-Ins
      • Added support for sending emails
      • Added support for merging document templates
    • Collaboration Portals
      • Now are able to have the default user name sent into the login screen by using "UserName=XYZ" in the URL
    • Auditing
      • Changed email audit records so the description is better in the notification emails
    • Home
      • Added ability to ALT-click a record to pop open new tab with Record
      • Added workflow support to Home Page Search Panels that are based on the items assigned to you
    • Document Size
      • Added Document Size as a property that is tracked per document (only new docs will have this property unless the docMgt.DocumentSizeUpdate utility is used to update the document size for all previous documents.
      • Added document size to viewer
      • Added document size to REST interface
      • Added document size to the Storage Report
    • Indexing Automation
      • Updated Auto-Classify to discard the JSON file created during processing
      • Added logic to completely discard break pages when that option is enabled. Previously they would show up in the classify screen.




Fixes


This is a list of the issues we fixed since the previous release


    • E-Forms
      • User list fields show "undefined" items at end of list
      • If date picker min/max are set but field is not required users still get prompted with invalid field
      • E-forms are not routing if auto-generated from within workflow
      • Multi-option fields are not properly selecting all items when loading values from the Record using the "Use Latest Value" switch
      • Option fields still show required highlight when filled in if they were converted from check box
    • Admin
      • The top "Add Field" button in the Record Type / Fields screen does not work but the bottom green button does work
      • User/Team import is not trimming extra spaces from values
      • When multi-deleting Teams the name is not showing
      • Error showing after user import
      • Workflow - Action item drags when using the drop down type selector
      • Workflow - Cannot copy/paste button actions
      • Misspelled Results as Reults in Record Type options
      • Workflow - Cannot edit process that is embedded in another process
      • Workflow - Include Record Data option wired to the Email Notification option
      • Workflow - Cannot use built-in variable drop down to select values
    • Viewer
      • Category not defined error when editing doc w/ no category
      • Printing documents does not clear processing queue before adding new documents
      • Emails are being displayed beyond the view portal
    • Record Screen
      • Apostrophe in category name makes documents not appear
    • Record Types
      • Document security not properly taking Base Security into account
      • Variable drop down not showing in the default value for fields
    • Home
      •  Saved searches show ID value of linked field even when slow mode used
    • Add-Ins
      • "Move Docs" and "Extract Doc Data" action types showing up in Add-In action list when they should not
    • In-line Importer
      • Importer errors out when opening CSV file
    • Indexing Automation
      • Indexing - line item split not working
      • Indexing - Item split not calculating if values have currency symbols
      • Classify - Manual Classify screen loses pages when category renamed
      • Classification - Edit page after dragging to a new panel causes pages to get lost
      • Classification - Add new classification fails
    • Config Manager
      • Import errors not showing properly
      • Triggers not importing in correct order
    • Password Reset Dialog
      • Misspelling in instruction text
    • Tool Bar
      • Search drop down has 2 scroll bars
    • System
      • Wrong URL being generated over SSL when certificate installed on load balancer rather than server
    • Workflow
      • Images too big for PDF page get cut off when adding as pages in workflow step






Version 3.29

Release Date: 2019-08-10



Highlights


This is a brief summary of the biggest and/or most influential new features



Out of Office Support - We have added a new Out Of Office feature that controls the assignment of new work items. If a user is out of office all new items can be assigned to a different user. This can be controlled within the user's settings and also in the Admin / User properties.


Record Change Alerts - Users can decide to be alerted by email any time one of their "favorite" records change. Changes include data value changes, notes, document add/edit/delete and more.


Area Administrators - You can now specify Administrators who only have access to certain areas. This is useful if you need a user who can work in E-Forms but nothing else or someone who can manage users but not system settings.


Security Enhancements - We have added custom password security policy and password change requirement options.


Workflow Features - We now have a new Document Extraction action that extracts data values from Word Forms, PDF Forms and Spreadsheets.


Auto-Purge Documents - There is now an option in the Record Type to automatically purge any document that is deleted within that Record Type. Using this feature should be a security / policy decision and should be used with care. Remember, any documents purged are NOT recoverable.


Indexing Screen Changes - New indexing screen features include splitting line item entries, entering dates using MMDDYY or MMDDYYYY (DDMMYY and DDMMYYYY for European date formats), improved number rounding and currency formatting.





New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Indexing Automation
      • Added ability to split a line item into multiple using percentages
      • Changed entry screen to hide fields that are marked as Search only
      • Changed modules to use only truly merge-able document types
      • Added ability to type in dates as MMDDYY or MMDDYYYY for US date formats
      • Added ability to type in dates as DDMMYY or DDMMYYYY for European date formats
      • Improved the automatic rounding of number values during entry
      • Auto-applying currency formatting if field set up for that
    • E-Forms
      • Updated button colors
      • Added padding to bottom of form
      • Lined up the flex column fields with the fields outside of the flex columns to make form field widths more uniform
      • Changed "Text Label" field to not be bold by default
      • Added option to specify template for option field display values
      • Added capability to show deleted user in user list in existing form if it was already selected prior to being deleted
      • Added option to set focus to the first fields in the form
      • Moved the "Show Form In" option to the general E-From Settings panel
      • Added notes field to each field in designer
      • Added feature to see list of all field names in form (admin screen)
    • Search
      • Removed the "Click to Route" icon on each row
      • Improved "Last Record Opened" highlighting
      • Changed search options to save to the database instead of a cookie
      • Updated DELETE ALL function to be more efficient
      • Added border between pages of results so user knows where the new records start when they use the "Load More" option
      • Added option to search your workflow items in a specific Record Type with one click
      • When clicking on a Record from a search that was performed using the "Currently assigned to me in workflow" option, the Record will open in workflow context as if it was opened from the Workflow list.
    • Admin
      • Removed the old Admin system
      • Added licensing options to the Server Software tab
      • Added Search options to the list of options that are propagated to other users in admin
      • Added Restore functionality to all objects that support it
      • Added 'Out Of Office' support to User settings
      • Added password expire frequency to force password changes at regular intervals
      • Added Custom option to Password Security Level setting that allows for custom password requirements
      • Added custom password fail message to users when they try to use a password that does not meet the requirements
      • Added specific area selections for admin rights.
    • Multi-Tenant Site Admin
      • Added First Bill Date and Last Bill Date information to site list screen
      • Added totals to billing report
      • Changed all dialogs to NOT use fade - iPhones do not work properly with Bootstrap dialog fade
    • Viewer
      • We are now automatically adding any available email addresses form the current Record into the TO address field when starting a new email
      • Made text-based files (TXT, JSON, IN, LOG, etc.) printable to PDF
    • Recycle Bin
      • Added options to Purge or Restore only the records that matched your last recycle search
    • Record Screen
      • Option field will now show value when the value does not match defined options
      • Linked Records now will show total records found, will show the first 25 of them and provide a button to search for all of them
      • Added filter to search within notes
      • Added an option to show/hide the floating workflow panel
    • Workflow
      • Added ability to "orphan" workflow items so the workflow can continue after an item is assigned
      • Auto Split Action - if no doc name specified then the first doc name is now used (previously name was left blank)
      • Added option to Assignment panel to determine whether or not to send record data in notification emails (security enhancement)
      • Updated Document Check action to look for blank Category or Name if # is used as value
      • Added 'Out Of Office' support to workflow
      • Added text filter to the main workflow panel so users do not have to open the filter panel to use it
      • Added Document Extraction action type
      • Changed Record Note and Document Note actions to multi-line entry
      • Added name filter to workflow action selector
      • Changed default filter type to Record Value Check (previously was Record Type)
      • Adding new trigger in admin screen now sets default assignment to user currently logged in
      • Workflow actions rules evaluation changed to check rules immediately before each action instead of checking them once before all actions execute
      • Added an Override for the floating workflow panel in the Record screen
    • User Settings
      • Added option in user settings that will alert users any time any of their "favorite" records are changed in any way
      • Added 'Out Of Office' support to settings
    • PDF Merge
      • Updated merge routine to be able to fill in read-only fields
    • Record Types
      • Added auto-purge setting in Record Type so deleted docs are purged immediately
      • Added formatting to line items number and date fields
      • Added option to show linked field values' display value in search results
      • Added icons in field list to fields that have auto-indexing configured
    • Home
      • Added percentage graphic display to Home panels when using numeric field with percentage formatting (same as in search results)
    • Variables
      • Added DOCUMENTBINARY64 that would return the contents of a document in Base64-Encoded format. This is useful for POST-ing documents inside a REST workflow action.
      • Added SPLITSTRUCT to restructure a string by splitting and re-joining elements
      • Updated [User()] variable to find user by ID, User Name and Full Name so it matches the workflow assignment logic
    • Client Tools
      • Updated all in-line client tools to use new code signing certificate
      • Updated Office Add-Ins to use new code signing certificate
    • Direct URLs
      • Added SearchAdd, SearchOnly and AddOnly for searching and/or adding via URL
    • Security
      • Added more rights checks for Adding, Editing and Deleting Records en mass




Fixes


This is a list of the issues we fixed since the previous release


    • Viewer
      • "New Form" button does not work when documents panel collapsed
      • Download not working in viewer (fixed applied to 3.28 during roll out)
      • PowerPoint documents not printing or converting to PDF
    • Search
      • Search fails when using Asset Tracking (fixed applied to 3.28 during roll out)
      • Record Type heading not highlighted any more (fixed applied to 3.28 during roll out)
      • Internet Explorer cannot render search page (applied to 3.28)
      • Clicking document thumbnail does not open document - just the Record
      • Clicking thumbnail does not open in new window if option set
      • Formatting settings from header fields being applied to line item fields
      • Percent graphic not working properly on IE 11
      • Multi-delete causes infinite loop if any of the records cannot be deleted
      • Currency formatted numeric fields not showing properly in grid view
    • E-Forms
      • Min/Max dates for calendar not working on manually entered dates
      • List of forms not sorted properly
      • Advanced field computations not always working
      • If a Signature field (Check box only) is marked as Required then it always stop form submission - even when checked on.
    • Reports
      • Reports are not accepting dates in search forms that have been primed with a default value
    • Admin
      • Version in docMgt Server Software panel is not correct
      • 'Manager' misspelled in Work Trigger / Assignments panel under "Managers Responsible"
      • Team section not allowing save to Team after adding users and saving once
      • Record Types not deleting from administration list
      • Workflow Emails - TO addresses (to, cc, bcc) asking for semi-colons but using commas
    • Workflow
      • Work Items not being properly closed out when completed (no user impact - housekeeping item)
      • Error when users try to open Ad Hoc routed items
      • Split process is removing the processing variables
      • Split action NumPerPage setting is being ignored
      • Split only routes the first item when in a Process
      • Variables using [USERS(team)] not working for email addresses if anyone in team has an empty email address
      • Button conditions allow button to continue if ANY of the conditions are met instead of if ALL are metPDF Merge
      • Merge not placing annotations in correct locations
      • Invalid data read causes work trigger expectation to send erroneous emails
    • Record Screen
      • Workflow tray covered up by document list
      • Linked Record data is showing line item values
      • After e-form opens, the browser scrolls to top of screen
      • Purging a document shows status of Restoring instead of Purging
    • Record Preview
      • Record data is showing line item values
    • Help
      • Parts of the Workflow help section are missing from the Help section
    • Installer
      • Installer not connecting to SQL server when TLS 1.2 is configured on the machine
    • Indexing Automation
      • Indexing - Search returns records in other Record Types
      • Indexing - When attaching indexed record to existing record, processing variables do not transfer to new record
    • Scanning
      • Typing in category in non-record type causes scanning application to fail
    • PDF Merge
      • Opening merged form in Adobe prompts to save the form when closing
      • Images and annotations only merge into PDF if form fields are present in document









Version 3.28

Release Date: 2019-06-22



Possible Breaking Change

Client components for version 3.28 are now compiled against .NET 4.7.2. This means all users who use the client applications (In-Line Importer, In-Line Exporter, In-Line Scanning, NetLabels and Office Integration) must have at least .NET 4.7.2 or higher to run the components.



New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Client Tools
      • In-Line Importer updated to .NET 4.7.2
      • In-Line Exporter updated to .NET 4.7.2
      • In-Line Scanning updated to .NET 4.7.2
      • NetLabels utility updated to .NET 4.7.2
      • In-Line Exporter updated to do direct download from cloud platform if connection available
    • Workflow
      • Added action options for all Indexing Automation features instead of just using record data
      • Change Workflow Console work item title color to match branding inner heading color
      • Updated Workflow Console to show better separation between workflow items
      • Added ability run reports on processes (include all children) via reporting screens and administration screens
      • Added option to open docs from specific Cat/Name in workflow trigger
      • Added Admin option to set a custom value for the description of the record that is routed
      • Updated Email action to include documents by partial name/category match
    • Viewer
      • Added paged navigation of large document lists and large category lists
      • Made text-based files (TXT, URL, INI, LOG and JSON) editable in viewer
      • Make text-based files able to be previewed
      • Added ability to create new documents of specific types from within the viewer (TXT, DOCX, XLSX, PPTX, PDF)
      • Changed the unload/load cycle of the viewer to not snap up and down when moving from document to document or page to page
    • Admin
      • Added options for applying selected user's settings to All users or to select users
      • Added Related Items panel to Teams
      • Added "Save and Close" options to all editable item types
      • Added multi-select delete capabilities to most list screens
      • Address and phone fields to user accounts
      • Rename Record Type's 'Auto-Processing' tab to Retention and Routing
    • E-Forms
      • Users - Changed public password field to have focus on load and to allow enter key for submitting
    • Record Types
      • Added options to show the Document Count and Page Count to search results (grid view only)
      • Added ability to add multiple Field Names in one multi-line entry
      • Added ability to add multiple Field Names via a CSV file
      • Added ability to add multiple Categories in one multi-line entry
      • Added ability to add multiple Document Names in one multi-line entry
      • Added Unique value checking to help enforce unique records requirements on new Records added
      • Added Match and Merge value checking to automatically merge new records into existing records
    • QuickBooks
      • Changed sync query to grab max of 100 work items per sync
      • Changed web connector sync to take control of the sync work item as it processes so it is not available for another user
      • Change sync to perform the operations in chunks instead of all at once (QB default is all at once)
    • Indexing Automation
      • Indexing - Added support for YYYYMMDD for date indexing (must be 8 digits)
      • Indexing - Changed date and number fields to be smaller to make more room for other field types
      • Changed default file format for all split/merge operations to PDF instead of TIF
    • Variables
      • Added support for LEN variable to calculate string length
      • Added support for negative values for start position for SUBSTR variable
      • Added MATCH variable type
      • Added IsEmailValid() variable to check if an incoming value is a valid email address
      • Added RECORDDESCRIPTION variable
      • Added DOCUMENTCAT variable
      • Added basic LOOP command
      • Added ALPHANUM, ALPHA and NUM variables
      • Added REGEXREPLACE variable
    • dmRESTHelper
      • dmRESTHelper updated to use .NET 4.7.2
    • System
      • Added document caching to aid in parsing large files
      • Added internal capability to search by document data
      • Change default email template to NOT show the default "this is from an un-monitored box" message
    • Multi-Tenant
      • Added description field to system for general use
      • Moved Add Site function to pop up to make more room
    • Search
      • Advanced Search section in toolbar search screen stays open until you toggle it back off
      • Added option to set the default mode to open clicked record in new window or current window
      • When ALT key held during record click, the alternate open mode will be used for that click (same or new window)
      • Added red border around record that was last opened
      • Set up database to allow for sorting on multiple fields (interface to match at later date)
      • Added ability by search for Created Date and Changed Date
      • Set the sort on the search page to match the sort on the way in
      • Added percentage graphic display when using numeric field with percentage formatting
      • Made search page more efficient and more responsive
      • Added line item data into the search results in the expanded view
      • Added ability to search latest records inside Record Type
    • Recycle Bin
      • Added ability to filter recycle bin by date deleted
    • REST
      • Added full document searching capability




Fixes


This is a list of the issues we fixed since the previous release


    • PDF Merge (Viewer and Workflow)
      • PDF Form Merge overwrites form field values
      • PDFs without forms fail when being merged
    • E-Forms
      • E-Form not correctly evaluating internal and external users
      • E-Form buttons are not using the correct colors
      • Field Hide/Show options not saved between form edit sessions
      • Credit Card field not working on large forms - timing issue
      • E-Form edit Cancel button fails when opened from e-form drop down
    • Data Values
      • Data values with commas are converted to standard number format even when the comma was from a list. Changed to treating commas as string unless it is accompanied by a decimal point.
      • Saving data using its own name as variable causes infinite loop
    • QuickBooks
      • Sync causes all work items to be retrieved for all users instead of just the ones for the sync user
      • Large account syncs cause failures due to too large of a return data set
      • Error populating check numbers (index out of range)
      • Check number sync using invoice numbers from other vendors
    • Workflow
      • Email address variables not being replaced if variable used directly in email TO field
      • Search/Update action is updating source record multiple times in order rather than just using the first one
      • Workflow notes not showing name of user who initiated them
      • Spelling Error in admin workflow panel - Buttons - Title tag of Save Record Automatically checkbox
    • Spelling
      • SFTP options have misspelled 'exposure' as 'expose'
    • Admin
      • User Admin - Error when performing a user's previous search
      • Double-clicking entry in list causes that entry to overload last entry
      • Long titles cause issues clicking on right-aligned buttons
      • Help buttons not working in panel title headers
    • System
      • Image Render library can cause erroneous errors to be written to error log
      • Number formatting not working on single digit numbers
    • Auto-Complete
      • Issue when Value and Display different and user types and moves off before auto-complete finishes
    • Home
      • Cannot manage more than one custom search panel
    • Record
      • When opening document in Record screen you lose the WFID variable
    • Indexing Automation
      • Indexing - Linked fields are treated as required even if not configured that way
    • Viewer
      • RTF document type does not compute page count properly
    • Search
      • Category drop down button shows on next line when no categories defined
      • Last viewed search errors out
    • Variables
      • REPLACE variable does not get last character in string











Version 3.27

Release Date: 2019-05-04



Possible Breaking Change

Version 3.27 is now compiled against .NET 4.7.2. This means all servers must have at least .NET 4.7.2 or higher to run the system. All client computers that perform scanning, importing, NetLabels or Office Integrations are not affected at this time but at some point in the future we will be upgrading them as well so please plan accordingly.



New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • System
      • Updated core architecture to use Microsoft .NET 4.7.2.
      • Updated core imaging library to be .NET 4.7.2 compatible
    • Indexing Automation
      • Added support for discarding break pages in the Classify process
      • Added 'Extra Large' panel size for indexing screen
      • Added extra space for auto-complete drop down entries to show without wrapping
      • Gave index panels more space
      • Moved annotation hover to show on the page itself rather than the tool bar
      • Added ability to use multiple match phrases for Auto-Classify in the Record Type / Document Categories definition
    • Variables
      • Changed SPLIT variable to be able to return items counting from the last item in the list
      • Changed SPLIT variable to be return entire JSON object if the element # specified is 0
      • Change DIFF variable StartTOD and EndTOD parameters to -1 defaults
      • Added HOUR, MINUTE and SECOND variables
      • Added support for reading E-Form TABLE values via variables
    • OCR and OCR Results Report
      • Changed OCR report to default to Not Complete items only
      • Changed wording in report to make it more clear what dates to use for searching
      • Updated OCR engine to match the new workflow OCR action requirements
    • Workflow
      • Added Workflow action to burn in annotations
      • Added trigger options for controlling the Record screen appearance based on trigger
      • Added option to Search/Update action to create a new record if no match found
      • Added Workflow action for triggering OCR. This can be used in place of the old @OCR syntax if desired.
    • Workflow Console
      • Changed filter panel to hide by default and show on button click
      • Changed filter panel to stack above results in XS and SM view
      • Changed item table so it expands the data elements across entire display
      • Added ability to specify Record screen settings per trigger
        • Hide/Show/Collapse/Expand panels
        • Show First Document
        • Show/Hide Page Thumbnails
        • Enable/disable full screen document view
        • Auto-select annotation to be active
        • Auto-save annotations
        • Scroll to bottom of image
    • Tool bar
      • Added workflow drop down for mobile device view
    • Viewer
      • Added option to Auto-Save annotations
      • Changed default annotation color to black
      • Moved document viewer tool bar buttons to drop down on mobile screens
      • Added option to show all thumbnails at once
      • Updated annotation stamp icon
      • Highlight annotation when hovering over it in viewer
    • QuickBooks
      • Updated system to allow for variables in sync User's QB File Path
      • Removed need for work triggers to have a setting for QB File Path (all controlled by user)
      • Added "AccountName" and "NameAccount" fields that combine the the Name and Account fields in respective order for use in drop downs
    • Home
      • Changed Custom Search panels to not show if no results
    • E-Forms
      • Separated Custom Style properties for the field container and the field so they can be managed separately
      • Made shopping cart entry and display field larger
      • Option lists that are created from Record Type Option fields have "Sync with Record Type" on by default
      • Added Sketch field type
    • Collaboration Portals
      • Cleaned up interface and made minor adjustments to the way it works
    • Search
      • Added ability to search based on Line Item values
      • Added ability to search on document Category
    • Record Types
      • Added ability to turn on/off SFTP upload access for the entire site (Cloud sites only)
      • Added ability to turn on/off SFTP upload access to individual Record Types (Cloud sites only)
    • New Admin
      • Added Admin alert for premise systems that do not have a DocStorage path set
      • Added Work Trigger Name to the User / Active Workflow panel
      • Changed default admin screens to the new admin system
      • Refresh all data when loading config manager and after importing configuration
      • When saving Work Trigger, highlight the saved trigger and expand its parent panels so it is visible
    • Recycle Bin
      • Made existence of Recycle Bin Search feature more obvious
    • REST
      • Changed "Download as PDF" logic to match the viewer function
    • Storage Report
      • Changed report to display "loading" banner while loading Record Type list
    • Add-ins
      • Added "Create Record" action type
    • Installer
      • Removed default Notification for new users from new installations



Fixes


This is a list of the issues we fixed since the previous release


    • Home
      • Locked record type not used when filling records for panels
      • Random errors when loading custom search
    • New Admin
      • User panel's Related Items links not working
      • Workflow panel not loading in Internet Explorer
      • Annotations for other users not showing up in annotations list
      • 'Receive' misspelled as 'Receieve' in User admin screens
    • QuickBooks
      • Error when adding application to QuickBooks Web Connector
    • System
      • Default FavIcon not working
      • Header - Search drop down too far right if speech to text not shown
      • Setting your own account to change pass causes pass change loop (admin users only)
      • Active Directory logins are not being logged for reporting purposes
    • E-Forms
      • Option lists set to sync with Record Type fields do not update if they are in any container field
      • Document-level tables not updating their values properly
      • Custom fields do not reset their GUIDs when dropped
      • Copying field does not create new GUIDs for all child forms (recursively)
      • Barcode field has errors when rendering empty values
      • Icon for center alignment on labels is wrong
      • E-Form button click, while viewing as workflow, in viewer does not refresh workflow status properly
    • Installer
      • DLL reference missing in Retention installer
    • Workflow
      • Auto-Split action does not complete if only one item with one page
      • SMS Messages Not Sending - TLS 1.2 requirement (cloud only)
      • Work Item Current query times out when system has a lot of records but no work items are in the report
    • Record
      • Record data does not refresh when using the Refresh button
      • Convert to PDF feature errors out when no annotations are present in the document
      • View of document not updated properly after conversion to PDF (view issue only)
      • Saving a Record which has an E-Form table marked as "Save to Record" blanks out e-form table data (unless table is for line items)
    • Record Types
      • Other linked fields won't allow add on new field
    • Indexing Automation
      • Indexing - # and * values showing up in index fields. These are coming from defined Field Filter values and need to be removed for indexing purposes
    • Collaboration Portals
      • External users not able to log into portal
    • Viewer
      • PDFs using annotations for text input not rendering
      • Thumbnails not all loading
      • Image not transparent when burning into PDF
    • OCR
      • PDF renderings not scaled properly in some cases
    • Add-ins
      • Selecting Record Type in a field causes JavaScript error and does not affect other fields







Version 3.26

Release Date: 2019-03-30


New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Client Utilities
      • Updated all client utilities to use TLS version 1.2 for enhanced security
    • E-Forms
      • Added 'transparent' option to color pickers
      • Added "Fixed Column Height" option to Flex Column fields
      • Updated Address block (City, State, ZIP) to use Flex Columns for layout
      • Added option to set form max width
      • Added option to use hyphen to keep panel title visible with no text
      • Added "Center" alignment for labels which places the label under the field
      • Added option to align Radio Buttons as left, center or right
      • Added Custom Style settings for Form, Page and Field levels
      • Added option to show the SAVE button while in workflow
      • Added text alignment property to TextArea, Phone and Email fields
      • Added ability to set Amount values (apply to Total Amount of form) per color in the Color Picker field
      • Added variable replacement support to document name/category
      • Added button in E-Form panel (New Admin) to Copy the Public URL of the form
      • Added branding colors as replacement options for form, page and field color options
    • Record
      • Added CTRL-Click to words in OCR Panel to be able to perform global search on clicked word
      • Added image word hover highlighting with CTRL-Click to search when OCR Panel is open
      • Changed logic around Document Add-Ins to make them more dynamic
    • Search
      • Moved SAVE button in the Saved Search drop down panel to the footer
      • Added SAVE button to Search page to save searches from the actual search results screen
    • Multi-Tenant
      • Added link to web site on billing page
      • Added "Change Password" function
    • Workflow
      • Added ability to spawn child a workflow from Create and Search/Create actions
      • Added option to auto-complete parent if last child is completed
      • Increased speed of email delivery which also speed up workflow processing                
      • Added 'Processes' which contain their own triggers and child processes
      • Added email address to the dynamic user match logic
      • Changed view logic so that Trigger with e-form as view overrides document id
    • Office Integration
      • Changed BACK button on Record screen to say BACK TO LOGIN to avoid confusion
    • Indexing Automation
      • Added support for JPG and GIF files in indexing screens
    • QuickBooks
      • Now bringing Account Number over for accounts so it can be used for indexing
      • Added support for processing Vendor Credits
    • Admin
      • Added help section for the new Administration screens
      • Added option to use the New or Old admin system by default
      • Added important information to admin screens such as security risks and performance issues
    • Home
      • Added ability to place Saved Searches on the Home page as panels
      • Added behavior to Home panels where if all Records in panel are from one Record Type then the List View shows in formatted grid
      • Made list view panels show only as many columns as can be shown nicely at view size (like search results page)
    • Record Types
      • Added option for populating multiple fields when selecting an item in a Linked Field
      • Change Linked Records to not return current record's record type twice when linking a Record Type to itself
      • Added permissions to documents based on Record values
      • Added option to Link Limits to have extra limits placed on Entry mode (to avoid inactive records for new entry)
    • Variables
      • Added branding colors and branding image URLs to variables



Fixes


This is a list of the issues we fixed since the previous release


    • Record
      • Save prompt happens when line items shown even if no changes made
      • IE will not load the page properly (this fix was integrated into 3.25 release)
      • New E-Form submission from Record page does not refresh the meta data
      • Extra space in RecordType variable definition causes record screen to not match to record type
      • Cannot download non-printable document types
      • 'Print Document' function not sizing output PDF correctly
      • Workflow buttons showing for next step even if it is not my step
      • PDFs with certain, specific properties are not rendering
      • Document name selectors not showing for predefined document names
      • Demonstration System markers are not removed from rendered pages once system is licensed
    • Indexing Automation
      • Indexing - Record type variables not set properly when changing record from one Record Type to another
      • Some document page counts return a large negative number due to error parsing document
      • Indexing - Cursor bounces between fields
      • Indexing - User list fields not displaying users in the drop down list
    • Multi-Tenant
      • Billing report has wrong page count due to negative page counts in documents table
    • Workflow
      • Admin Beta - Delete work trigger not working from trigger list
      • Using E-Form as initial view of work item causes Record values to be blanked out if form fields are blank
      • Workflow trigger test fails if CurrentDocument rule used
      • Workflow NewRoute action duplicates work items when called via Add-Ins
    • SQL Server
      • Added more logic to avoid deadlocks during search
    • REST
      • Changed Login method to write into the login report every time it is called
      • Upload Document (documents/#/binary POST) not working unless SkipRevision set to False
    • Office Integration
      • URL not correct for the "open after upload" option
      • Tray application errors on load and errors opening settings
    • OCR
      • Not performing OCR on normal images (PNG, JG, GIF, etc)
    • Site
      • Icons not showing. Needed to update CDN URL to new URL scheme for FontAwesome
    • E-Forms
      • Public E-Forms not passing query string when redirected from custom name
    • Search
      • User list fields not displaying users in the drop down list
    • Config Manager
      • Too many e-forms in config file breaks import
    • QuickBooks
      • Vendors and Customers not being deactivated during sync






Version 3.25

Release Date: 2019-02-16


New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Scanning Client
      • Made the Name field a drop down based on the Record Type
    • Merge Document
      • Added ability to specify Category for merge documents in the Word Add-In
    • E-Forms
      • Added ability to limit the file types that can be selected in the File Upload field
      • Added visual aid to e-form list to show whether or not the e-form will be routed on save
    • Home
      • When Search panel locked to a Record Type, all panels refresh to show only that Record Type's information
      • When Search panel locked to a Record Type, all panel searches show only that Record Type's records
    • Workflow
      • Search/Create and Search/Update actions can now operate on Line Item data
      • Added Line Item fields as an option in all field selectors
      • Added Expectations feature (Available via BETA admin screen)
      • Added Filtered Assignments feature (Available via BETA admin screen)
      • Added Record Create action (Available via BETA admin screen)
      • Added Record Context Switch action (Available via BETA admin screen)
      • Rearranged work action drop down list to be better organized
    • Tool bar
      • Made search drop down panel wider
    • Not Found Page
      • Updated look of the Not Found page
    • Record
      • Removed several progress dialogs that get in the way of page rendering
    • QuickBooks
      • Added support for Customer/Job in indexing line items to QB
      • Added support for getting the Check Number back into docMgt after the bill has been paid and checks printed in QB
    • New Administration Interface (BETA)
      • Added storage report to Record Types
      • Added usage report to E-Forms
      • Added user access report to Record Types
      • Added software panel with links to all installers
      • Added IP limit function to user login report
      • Added Latest Searches report to Users
      • Updated to make system more mobile friendly
      • Added workflow usage graphs
      • Added Overview tab which includes:
        • Usage charts
        • Common option buttons
        • Favorite administrative functions
      • Added ability to download color themes from cloud
      • Added revision support for all major object types which allows admin to roll back to older version of the object
    • System
      • Update page count logic to get count on each upload
    • Multi-Tenant
      • Added First Billing Date to billing report title
      • Added filtering to site list page
      • Added BILLING user right that gives someone access to see site list and run billing reports only
      • Added NumPages to billing reports
    • Login screen
      • Made entire right-side image a click area for the programmed URL
    • Reports
      • Added System Options and Branding to the Change Log report
    • Record Preview
      • Added drop down option to open Record in new window



Fixes


This is a list of the issues we fixed since the previous release


    • Record
      • Link that opens the Record Type editor has old format
      • Storage report not accounting for records not in Record Types
      • Clicking e-form workflow button in viewer does not refresh record data
      • Notes pop up shows empty drop down on right if no quick notes defined
    • Merge Document
      • Fields with spaces do not merge properly in Word / PDF merge forms
    • Home
      • Record Type selection cookie does not always work
    • Web Page URLs
      • Relative links using A HREF not working (HTML5Mode issue)
    • Search
      • Changed sorting to ensure order integrity if sort yields many records with same sort field values
      • Grid results calculations fail when comma in numeric value
      • Full text search not returning hits for multiple terms
    • Self-Hosted Admin
      • Usage graph won't show for users when icon clicked
    • Record Types
      • Filter using # does not work if data value does not exist - only works when exists and is blank
    • Indexing Automation
      • Index field values not populating because of case-sensitivity
    • Variables
      • Search/replace fails when bracket not found as last character
    • Add-ins
      • Full screen add-ins do not fill height of screen
    • E-Forms
      • If height property of Topaz Signature Pad field left empty then signature show up but will not save
      • Public e-forms not loading (missing dependency)
    • Viewer
      • PDF documents internally rotated to 90 or 270 degrees render with incorrect dimensions
      • DEMO license annotations not going away after licensing
    • In-Line Importer
      • In-Line Importer fails with un-signed assembly error
    • Installer
      • Server installer will not run on a machine that does not have IIS installed
    • Workflow
      • Record search action reporting no match when match found based on max # to return
    • Login screen
      • Rotating ads not showing images
    • Config Manager
      • Import not configuring linked line items field properly







Version 3.24

Release Date: 2019-01-19


New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Record
      • Record linking enhanced to be able to link to multiple records based on multi-value fields
      • Added ability for Administrators to cancel asset requests
    • COLD
      • Added Category to the template match logic
    • Workflow
      • Changed Fast Lane email processing to fail if the user does not check an option in the email reply. Previously the system would select the first option for them automatically.
      • Added action and follow-up action to Route current record
    • Web Page URLs
      • Change default location provider to use # instead of ?# for URLs. This may impact saved start pages if the start page is set to a specific document, some reports or administrative detail pages.
    • Scheduled Tasks
      • Added new "Weekly" task to do data clean up rather than doing it daily
    • New Administration Interface (BETA)
      • Added a new Administration interface that is currently in BETA testing
    • Reports



Fixes


This is a list of the issues we fixed since the previous release


    • QuickBooks
      • Class value defaults to 0 instead of blank which causes QuickBooks to reject invoices if Classes are not used
    • E-Forms
      • Tool bar e-form list includes e-forms for non-allowed record types
    • Search
      • Page calculations in Grid search footer not all working
      • Record Security throws error if no field name entered in administrator screen
    • Workflow
      • Value check fails when dollar sign in value
      • Grammar error in email workflow complete message ("Please an X" instead of "Please place an X")
    • Cache
      • Document cache causing web server memory issues
    • Viewer
      • "Document Split" function deletes original document without adding the newly-split documents










Version 3.23

Release Date: 2018-12-15


New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Record Types
      • Added Record Security to secure Records by field name/value pairs
      • Made Cascading Option lists easier to maintain and re-order in Record Type setup screen
      • Added ability to link Record Types so records from each type can easily relate to one another
      • Added NOT logic to Record Type match logic
    • System Options
      • Allow administrator to specify the email address to use for test emails
      • Added ability to set the Base Server URL as used in emails
      • Added option to allow Public PDF form submissions (defaults to FALSE)
      • Added ability to check for server updates
      • Added support for Active Directory integration
    • Security
      • Added option for users to be able to reset their password themselves from the login page
      • Added @RECORDLOCK data variable to lock Record from changes
      • Added @MERGE data variable to allow newly uploaded Records to match and merge at the server
    • Miscellaneous
      • Updated all web client calls to use TLS 1.2 for future compatibility
      • Added Preview option to Record thumbnails
    • Reports
      • Updated User Login Report to allow Administrators to block an IP right from the report
      • Added a User Password Resets report
      • Added Action Taken to Current Work Items Report 'Work Item Path' pop up
      • Changed date format to full format on workflow reports
      • Added 'Assigned To' to the Current Work Items report CSV download
      • Changed Storage Report to show all Record Types in single report
    • Viewer
      • Added viewing support for hosted video files (YouTube / Vimeo)
      • Added button to attach an on-line video to a Record
      • Enabled drag and drop upload from any area inside category panel - not just the heading
    • Workflow
      • Added Record Preview option to tool bar workflow list
      • Added option for accepting email replies as workflow actions via "fast Lane" option (cloud only)
      • Changed Workflow Console to remember filters between sessions
      • Changed Workflow tool bar drop down to have filtering capabilities similar to Workflow Console
      • Added ! as a NOT character for workflow actions
      • Added Record preview to Workflow Console and Workflow Manager
      • Updated workflow icons
      • Added option for work trigger to be configured as a "Parallel Trigger"
    • Home
      • Added Record Preview option to record thumbnails
      • Added Quick Start information for new users or any time when no panels are visible
    • Integration
    • Admin
      • Added links to the Options page to download the latest Importer and Exporter installers
      • Added ability to import multiple Teams in User CSV Import
    • Tool bar
      • Added CTRL-Click of Recent option to take you to your last viewed Record
      • Added HOME button and change logo to go to Start page
      • Added Custom Search option to the tool bar
      • Change My Settings option to be a pop up instead of page
    • E-Forms
      • Changed CTRL-Z to not undo entire form when cursor is in fields
      • Added option to replace the current e-form with an exported form/version
    • Search
      • Now showing Record ID, Date Created and Date Changed in search results
      • Added ! as a NOT character for searches (acts the same as ~ character)
    • Office Integration
      • Added REG files to installer for 64-bit Office installations
    • Record Screen
      • Add Operation to Data Changed pop up report
    • Variable Replacement
      • Added REQUESTOREMAIL to the variable list
    • REST
      • Changed Login method to log into the login report every time it is called
      • Added support for getting and clearing notifications





Fixes


This is a list of the issues we fixed since the previous release


    • E-Forms
      • Signature Pad fields marked as Required can be filled then cleared and still act as though it is still filled
      • Form not loading when field verification required (JavaScript error)
    • Record
      • User without access can view Record if direct link known
    • Reports
      • User Login Report has IP and Date columns switched on CSV download
      • Data Change Report - Audit values not de-serializing properly
    • Viewer
      • Viewer print with IE does not work properly
      • PDF INK annotations not rendering
    • Search/Entry
      • Auto-complete not working when using Link Limits in linked field types
    • Search
      • DOCID:# search not taking user directly to document
    • Config Manager
      • Config Manager will not load JSON files from disk
    • Home
      • 'Search These Records' function not working from Home / Asset Assigned panel









Version 3.22

Release Date: 2018-11-03


New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Record Screen
      • Added ability to dock panels as full width or half width
      • Added option for tall or short panels
      • Added support for embedding Add-Ins as panels
      • Swapped Scan/Upload icons on Category panel header
      • Added option for users to cancel asset requests directly from Record page
    • Record Types
      • Added Record Type name to header when editing
      • Added icons to record type definition and display
      • Added option to make field required on manual entry
    • Add-Ins
      • Changed icon selector to standard icon list selector
      • Added options to use add-ins from the search results page
      • Added option to show add-in for records that have NO record type
      • Added support for embedding Add-Ins as panels ion the Home and Record pages
      • Added support for PDF value extraction at the field level along with OCR auto-indexing settings
    • Workflow
      • Added search capability to the icon selector
      • Added auto-classify option to be able to classify documents inside of a Record based on the Record Type's Defined Documents list
      • Added 'Started' line to tool bar workflow list items
      • Added option for workflow buttons to perform a data save before processing (Record screen and Indexing screen only)
      • Added option for workflow buttons to be able to be "quick clicked" in the workflow console
      • Added action to change Due Date and Global Due Date
      • Added action to delete Full Text data from database
      • Added description/notes field to triggers to better explain their usage
      • Added Asset Tracking actions to detect when workflow is triggered by an Asset Request or an Asset ASsignment.
      • Added Asset Tracking Workflow option to enable the asset tracking to interact with the workflow system
      • Added Cancel Asset Request action
      • Changed wording of default workflow notifications to remove the word "Assigned" so it would not conflict with asset tracking wording
      • Added ability to re-arrange trigger conditions
      • Added fall back assignment option when no other users are found to which to assign an item
      • Added option to allow Default Complete button to avoid data checks in indexing screen
      • Added option to Auto-Index action to control whether existing values are overwritten
      • Added Change Document Properties action
    • Viewer
      • Added document page count into document list
      • Added option to rebuild document with only checked pages
      • Make auto-scroll more dependable when opening docs
      • Added ability to upload documents larger than 50 MB
      • Added support for JSON files to be displayed formatted
      • Changes 'Rebuild Document' function to native PDF
    • System
      • Removed number icons from all header menus except Workflow
      • Made record type drop-down in tool bar left aligned
      • Added Asset Request / Workflow interaction
      • ZIP file mappings are now being cached in document storage like thumbnails
      • Changed Audit system to save changes in JSON format instead of BASE64 encoded XML format
    • E-Forms
      • Added title of color name to color picker
      • Added Default Value setting for color picker
      • Updated look of color picker
      • Added support for workflow note prompts
      • Tables - Added variable replacement logic using the column value
      • Added setting to keep Option Lists in sync with the Record Type option list
      • Enhanced Image field to allow for showing pages of documents in Record
      • Added ability to show/hide/enable/disable fields based on whether or not the Record or Document exist
      • Added support for Linked fields using drag and drop from Record Type tool box
      • Added signature support for Topaz signature pads
      • Re-positioned the 'Clear' button and the instruction text for signature pads
    • Home
      • Added option for tall or short panels
      • Added support for embedding Add-Ins as panels
      • Added option to download favorites list in a CSV
    • OCR
      • Added ability to use @FIRSTNPAGES variable to set the number of pages to OCR from the beginning of the document
      • Added @OCRMODE = SIMPLE to extract text from PDF, Word, Excel and Text documents without using OCR
      • Increased the speed of the process when converting from documents to images
    • Search
      • Changed search logic so entering one date is open-ended range and not exact search
      • Changed CSV download logic to use defined field only names if a single record type is in the search results
    • NetLabels
      • Added a Name property so the same design could be used more than once
    • Reports
      • Asset Assignments - Status check box needs to be a drop down so users can select from 3 options instead of 2
      •  Added Missing Sequence report
      • Changed saved reports so they could be linked to or made as start page
      • Added Global Due Date to current work item report
    • Scanning
      • Updated look of the scanning application
    • Asset Tracking
      • Add Record Type name to Request notification emails
    • Configuration Manager
      • Change download filename to *.json



Fixes


This is a list of the issues we fixed since the previous release


    • Home
      • Canceling an Asset Request does not remove it from the list
      • Asset Requests show object code instead of Record values in list view
      • Added ability to dock panels as full width or half width
    • Workflow
      • Tool bar workflow drop down items not sorted properly
      • Cannot use HTML encoded characters in variables within email body (<, >, <=, >=, <> all convert to &gt;, etc before variable replacement)
      • Search action summary screen shows "between FROM and FROM" in admin section
      • Hitting ENTER in top section of workflow designer changes the first condition
      • Workflow Console takes too long to load when there is a lot of history
      • Line Item data being used to check condition matching when they should not be
      • Data Entry - Clicking complete button twice can cause double work items
      • Trigger edit screen fails with JS error in IE
    • E-Forms
      • Only max of 25 users show up in User option list
      • Only max of 25 users show up in Team option list
      • Option list not selecting default value
      • Color picker does not show required color in designer
    • Reports
      • Asset Status Report fails when Record does not contain a defined field
      • OCR Results report shows error when auto-refreshing with no entries in report
      • User lists load slowly on all reports
    • Indexing Automation
      • Auto-Index does not recognize words from pages after split operation is committed when using new OCR method
      • Indexing - Line Item fields marked as Verify If Empty do not show confirmation dialog when empty


    • Variable Replacement
      • Two Variables back to back with ][ touching skips second one
      • No parameters defined in variables causes the variable to not work
    • Viewer
      • When dragging a document all category counts go to 1
      • Category (not documents) shows in list for users who do not have access to that Category
      • Download and Split buttons available for E-Forms when they should not be
      • Default document name not correct if multiple periods in filename
      • Changed SPLIT and MERGE output formats to PDF instead of TIFF
      • Creating a PDF can fail if too many pages are selected
      • PDF cannot download after printing to screen
    • Add-Ins
      • Add-Ins not showing in Records that have no Record Type
    • System
      • Layout flashes back and forth when resizing
      • Propagating a user's options to all can erase ALL users' settings if the user whose options are propagated has no Home options set
      • Field Selector shrinks when no Record Type selected
      • Document Selector shrinks when no Record Type selected
      • Logging - Document binary changed not logged properly as 'Document' but rather as 'Update'
      • Numeric fields do not allow copy, cut and paste operations
      • Added basic caching for document retrieval
    • OCR
      • System not completing workflow if OCR job had to retry
      • Cloud OCR using Coordinated Universal Time for all date/time stamping instead of the preferred time zone
    • Search
      • Multi-value option list searching not available in search screen
      • Searching with or without documents not working in search screen
      • Blank record type field headers cause JavaScript error
      • Container link shows even if container data empty
      • Search in a Record Type fails is that RT has multiple filters set
    • NetLabels
      • Printing client does not support skipping CSV columns
      • Printer not always printing Landscape when needed
    • REST
      • rest/documents/#/words(adv) not taking page number into account











Version 3.21

Release Date: 2018-09-08


New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • OCR
      • Change OCR engine to store the full text data more efficiently. We have effectively cut the storage requirements in half with this version!
      • Added options to process OCR only or Barcodes only or both during OCR process
        • @OCRMODE = OCR (only OCR)
        • @OCRMODE = BARCODE (only barcode)
        • The absence of the @OCRMODE variable will perform both
      • Added support for @OCRMINLEN to instruct the OCR engine what minimum length words are acceptable (default = 4)
    • Workflow Console
      • Changed the console to only show the first 6 fields in the list to keep the display cleaner
    • Workflow Manager
      • Converted display to use columns for items
      • Added Search box for filtering items
    • Record Screen
      • Changed documents panel to not scroll to bottom on initial load
      • Added option to view PDFs in-line using the native Adobe viewer on the local machine (requires Adobe Reader at client)
    • Record Types
      • Added option to specify the default search sort order
      • Make Grid View the default results view
      • Make 50 Records per page the default
    • Indexing Automation
      • Changed behavior of all workflow buttons to proceed to next item or home or record as desired in the user settings. This mirrors the functionality of what happens after the Complete button is pressed.
      • Changed Classify screen to show all thumbnails as the selected size and not just the available pages
      • Added Cascading Option List field support to Indexing screen
    • Search
      • Changed tool bar search box so if the current user has only one search-able Record Type then the search screen inherits that one search-able Record Type's settings. This means the Grid vs Thumbnail view, # results per page and sort order settings will all be used from the general search if the user has only one search-able Record Type available.
      • Added ability to use full text searching methods for standard data values and not only OCR data
      • Hide workflow route icon if workflow not enabled
    • Variable Replacement
      • Added ISDATE capabilities
      • Added more options to the REPLACE method
    • E-Forms
      • Added color picker field type
      • RecordID and DocumentID values in the Documents field type can now be variables filled in from fields
      • Documents field now hides document thumbnails if less than 2 documents are shown
      • Changed TOTALAMOUNT logic to not include hidden fields in totals calculations
      • Added auto-scroll to top of form when navigating from page to page in e-form
      • Removed extra blank row from top of Option List fields
      • Removed PlaceHolder support from option lists
      • Added CTRL-Z support for Undo in E-Form designer
      • Added COPY and CUT options to all field headers
      • Changed field header look and feel
      • Added option to hide field headers in designer
      • Added Minimum and Maximum dates to Date/Calendar field
      • Added Minimum and Maximum values to Shopping Cart field
      • Added ability to insert rows in tables
      • Changed signature pad to not submit blank data
      • Changed Hidden/Visible settings to be easier to read
    • System
      • Added shortcut icons for importing, scanning and routing directly on Record thumbnails throughout the system
      • Changed file type of all item exports (Triggers, E-Forms, Record Type, etc.) to *.json instead of *.txt
      • Support Information panel in header not lining up properly
    • REST
      • Add SearchView and NumPerPage as RecordType options
      • Add SortOrder as Record Search option
    • Asset Tracking
      • Added button to add favorite records into the multi-asset screen





Fixes


This is a list of the issues we fixed since the previous release


    • Viewer
      • Full text words not highlighted properly after search
      • Category header colors not showing properly
    • OCR
      • OCR engine would hang when detecting bar codes on very busy pages
      • Bar code region is not correct for highlighting barcodes on page
    • Search
      • @SECURE option is not working properly and some items are not removed from search results based on security
    • Workflow
      • Several action types were are not working in the Follow Up actions
        • Rename Rec Data action
        • Rename Doc Data action
        • Update Doc Data action
        • SMS Text Messaging action
      • Error when completing workflow and checking to see if new item is the current user's
      • Not Licensed incorrectly message shows in Trigger admin screen when using Record screen in work trigger and e-forms is not licensed
      • Auto-Indexing is removing OCR data during processing
      • Workflow designer "Duplicate Condition" button not working
    • Variable Replacement
      • REGEX strings with pipe symbols will fail because of internal processing methods
    • E-Forms
      • Document view is failing because of lack of search words for document
      • TOTALAMOUNT calculation not working when Radio buttons or Option lists used
      • Extra character (2) visible in the PANEL field settings
      • E-From editor does not properly size when the top tool bar is set to scroll
      • Required fields still report missing when in a container field and the container is hidden
      • Credit Card field not working if embedded in another container
    • Record Screen
      • OCR hover highlight not working
      • Resetting panels leaves Documents panel empty
      • Moving Documents panel causes duplicates
      • E-forms not reloading in Record screen after save or cancel
    • Reports
      • Asset Request Report shows invalid data in CSV output when Record Type not selected
    • Indexing Automation
      • Indexing - Merge with existing record not working



Known Issues


This is a list of the issues we have found or have been reported but have not yet been fixed as of this release



    • Viewer
      • Creating a PDF can fail if too many pages are selected
        • Current work-around is to keep number of pages smaller. Each site and each document type combination will behave differently but in general try keeping PDF page count around 50 or less for best results.








Version 3.20

Release Date: 2018-07-21


New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Record Types
      • Added option to line item field to not force totals to balance parent field on completion
      • Added email notification option to Retention events
      • Added option to set text fields as "begins with" by default (auto-wildcard)
      • Added integration options section that currently includes a way to replace the default Record page with a custom page
      • Changed field pop up to not scroll internally as this will allow for drop-down menus to work properly
    • Indexing Automation
      • Added support for option to not force totals to balance parent field on completion
      • Indexing - COMPLETE and REJECT buttons take on default option colors, text and icon of the defined Default Complete and Default Reject workflow button respectively
    • REST
      • Updated the Download Doc as PDF endpoint to only convert a PDF to a PDF when annotations are required to be burned in
      • Added simple statistics API call which returns Max, Min, Avg, Sum, Count of fields specified
    • Workflow
      • Added badge with # days until due on the user workflow console
      • Added badge with # of items that match the filters on the left panel
      • Changed email interface to show TO and Subject better
      • Added categorization to the Action Type lists
    • Variable Replacement
      • Added SUBSTRING capabilities
      • Changed PROP/OBJPROP to return blank if no object found instead of returning original parse string
    • Inline Importer
      • Removed document size warnings since there is no limit to document size any longer
    • Notifications
      • Changed notifications to show on every page - not just the Home page
    • User Options
      • Changed the "Account Options" label in the tool bar / user drop down to "Options/Downloads"
      • Changed location of Integration Add-Ins installer to the cloud and updated the links in the interface to reflect new location
    • Main Options
      • Made "log retention" settings available to cloud administrators
    • Search
      • Added ability to search for Record with or without Documents (in advanced search options)
      • Added CTRL-M hot key to trigger the "load more" action
      • Changed 'Edit Records' and 'Route Records' so they do not time out
      • Changed pop up search dialogs to not scroll internally
    • Reports
      • Added ability to save report parameters and recall them to re-run that same report
      • Added variable support for date fields so date variables can be used
      • Updated OCR Results report to show more status information and to show a status bar on progress
      • Updated Current Work Items report to allow for finding work items not currently assigned to any users
    • Office Integration
      • Added Name and Category editing during upload from Word and Excel
    • Entry
      • Changed pop up entry dialogs to not scroll internally
    • OCR and OCR Results Report
      • Change engine to ignore words less than 4 characters to improve efficiency and reduce storage requirements
      • Added Start Time and Last Update Time OCRResults report
      • Added an "On Page" field to report and also added progress bar to graphically keep track of progress on each OCR job
    • E-Forms
      • Changed table scanning and uploading to not automatically show newly added documents



Fixes

This is a list of the issues we fixed since the previous release


    • User Admin
      • User search behaves strangely at times
    • Bookmarklets
      • Bookmarklets not visible for non-admin users
    • Variable Replacement
      • MOD (%) operator fails with divide by zero
      • MATH not working with fractional numbers
    • Record Screen
      • Record page options not saving for new user
      • 'Show deleted documents' option shows too many items if categories are defined
    • Indexing Automation
      • Complete button will not submit unless the step is set to prompt for notes
    • Tool Bar Search/Entry
      • Auto-complete fields do not get focus properly on pop up windows when they are the first field
    • Workflow
      • Replaced the option to view a specific E-Form in the Record when opening in workflow context
    • System
      • JavaScript error in scrollIf component causes issues rendering E-Forms in Safari browser
      • Audit logs did not always have the current dates in the DateCreated and DateChanged properties of the logged objects




Known Issues


This is a list of the issues we have found or have been reported but have not yet been fixed as of this release



    • Viewer
      • Creating a PDF can fail if too many pages are selected
        • Current work-around is to keep number of pages smaller. Each site and each document type combination will behave differently but in general try keeping PDF page count around 50 or less for best results.







Version 3.19

Release Date: 2018-06-15


New and Updated Features


This is a list of the new features, functions and enhancements added since the previous release


    • Office Integration
      • Added full Record Type searching
      • Added Category and Name selector in Document save panel
    • Back End Structure
      • Changed image rendering to be 8 bits per pixel instead of 32 bits per pixel to save storage space
      • Converted all cloud databases to use encryption at rest
    • User Admin
      • Changed system to not force email addresses for users
      • Changed screen to save user when ENTER key pressed while editing a user
    • Workflow
      • Changed new trigger to not have action on first button (avoids error saying you need action completed)
      • Added SMS messaging for work trigger notifications
      • Added SMS message trigger action type
      • Moved button icon settings into Display tab
      • Added ability to customize the workflow button colors
      • Updated icon selector to preview panel
      • Last trigger edited is shown with red border to make it easier to keep track of your progress
      • Added last date/time edited to work trigger list screen
      • Added ability to copy buttons, actions, rule sets and rules within and between triggers
      • Added display for number of rules in Rules tabs for easier identification of the actions that have rules associated
      • Added rules around when a button can be clicked. If user tries to click button and the rules fail then the user is presented with a definable error message.
      • Added button option to prompt the user for notes when clicked. This works only in the new Record screen and the Indexing screen at this time.
      • Added CTRL-CLICK option to toolbar workflow panel which loads the Record screen with the selected work item regardless of the screen that is defined
      • Added option to Record Split action to automatically split records based on the specified logic
      • Enhanced the Record Type check to be able to compare against all record types to which the record is related
      • Updated design to allow for collapsing action panels
      • Added POP3 action type with loop for each email found
      • Removed generic LOOP action type
      • Added ability to trigger Search and Update actions without specifying a record type
      • Added REGEX support for auto-split logic
      • Added SFTP upload action that allows for uploading documents to SFTP servers
      • Updated Search/Update action to allow for sorting the records by field name
    • E-Forms
      • Added ability to save signature image to record data
      • Updated Credit Card system to be more secure and to work with new processor
    • Word Template Merging
      • Added ability to use record level image value as image in word document merge
    • Indexing Automation
      • Changed Workflow Actions menu so the Default Complete and Default Reject buttons do not show up in the action list
    • Variable Replacement
      • Added the following variable replacement tags
        • REPEAT
        • NEWLINE
        • TAB
        • CHAR
      • Added Variable Testing panel in the Admin drop down
      • Added REGEX variable
      • Added tags to allow for ignoring sections for variable replacement
      • OBJPROP was updated to allow embedded pipe symbols in objects
    • Entry
      • Standard Entry - Changed small PLUS sign to add new field into a form-wide button under field list
    • Asset Tracking
      • Added Reason codes to asset requests
      • Added Reason codes maintenance to Record Types
      • Added Reason codes to the Asset Request Report
    • Search
      • Sped up page rendering for large result sets
      • Added "250 Records per page" option
    • Viewer
      • Updated slide-out workflow drawer to fit new design, take on button colors and show button text
    • REST
      • Added ability to set get any workflow for a Record - not just the logged in user's workflow
    • Add-Ins
      • Added optional Q query string variable that can be passed into add-in URL for passing values into add-in
    • Bookmarklets
      • Extended functionality of Bookmarklets to be able to call Add-Ins
    • Tool bar
      • Reorganized Admin and Reports menus



Fixes


This is a list of the issues we fixed since the previous release


    • Search
      • Searching with a field named "model" causes error
    • Add-Ins
      • Add-in direct link not working unless we send in all variables (should be optional)
      • Add-in full screen window not sizing properly
      • Add-in URL is URL encoded so it can break URLs that have more than one parameter (&)
    • Viewer
      • Multiple panels of the same name are showing up
      • Some new users get error when loading viewer for first time
      • Document OCR search not working in viewer
    • Workflow
      • Re-assigning work items to another user not working
      • Inadvertent E-Form is being created when trigger previously had e-form as default screen
      • Search and Update actions can cause table name conflicts in DB
      • Adding new attachment to email action when using no Cat, Doc or Name does not stay
      • Non-existent variable NOT being evaluated as blank
      • Trigger Edit - Adding new attachment to email action when using blank Doc Category, Doc Name and Attachment Name (meaning all documents) does not save
      • User workflow panel shows non-formatted numeric values
      • Designer does not have correct options for follow up search/update
      • Follow up actions are not saving Record Data changes
    • System
      • Horizontal scroll bar shows when not needed
      • Non-date values formatted like AUG001 are evaluating to dates - i.e. Aug 1, 0001
    • Saved Search
      • Saved search fails when sent to another user
    • Indexing Automation
      • Auto-Complete field values are showing up not only in the field but also below the actual field as plain text
    • E-Forms
      • External E-Forms not loading (error on page)
    • Reports
    • Multi-Tenant
      • Reports not working properly in non-US cultures





Known Issues


This is a list of the issues we have found or have been reported but have not yet been fixed as of this release



    • Viewer
      • Creating a PDF can fail if too many pages are selected
        • Current work-around is to keep number of pages smaller. Each site and each document type combination will behave differently but in general try keeping PDF page count around 50 or less for best results.






Version 3.18

Release Date: 2018-04-28


New and Updated Features

This is a list of the new features, functions and enhancements added since the previous release


    • Variable Replacement
      • Added the following variable replacement tags
        • DOW (day of week - returns a number 0 through 6)
        • DOM (day of the month)
        • DOY (day of the year)
        • Added minus sign for date DOW to get the prior DOW instead of the next
        • GUID - returns unique GUID value
      • Added SQL object retriever to call SQL database and get back JSON object collection representing the result set (not available in hosted server)
      • Added REST object retriever to make GET call to REST interface and get back JSON object collection representing the result set
      • Added docMgt object retriever to perform docMgt searches and get back JSON object collection representing the result set
      • Added OBJPROP call to be able to parse returned objects and collections to extract data from them
      • Added custom variables that allow admins to set up custom variable names that are replaced with the standard replacement logic
      • Added RECORDLINK and RECORDURL variables
      • Added DOCLINK and DOCURL variables
      • Added LINEITEM variables
      • Added USER() method to return the current or specified user as JSON object
      • Changed USERS() method to return list of Users as JSON collection if no return property is specified
      • Added RECORDID property to DMGET objects
    • Config Manager
      • Updated cloud config download panel to show more information
      • Sort returned configs by Sort Order then name
      • Added support for Custom Variables in configs
    • Entry
      • Updated system to allow entry of virtually unlimited size. However, only first 100 characters per field can be searched.
      • Changed behavior of entry fields. Large values do not cause automatic switch to multi-line text box. Now there is a toggle button that allows for multi-line if the user chooses.
      • Moved "Save/New" option in header entry to a drop down to avoid confusion
      • Changed spacing between header entry screen fields so more are visible without scrolling
    • REST
      • Added ability to set Record thumbnail
      • Added ability to set LINKID from REST calls via the Record and Document object properties
      • Moved Add-Ins REST calls to a separate controller
    • Help
      • Added "Known Issues" section to Release Notes
    • Record
      • Changed SAVE button to show icon larger when changes not saved
    • Workflow
      • Added ability to extract PDF form fields within the Auto-Index action
      • Added ability to attach documents to PDFs in Merge action
      • Added ability to embed documents as images at end of PDFs in Merge action
      • Added Data Loop action type to allow for performing actions with a collection (line items, web calls, etc)
      • Added Rename Data actions for Record and Document data variables
      • Added Direct Trigger Link action to make the workflow system move to a specific trigger instead of using its own logic to find the next trigger
    • Info
      • Added link in user Account Options to the QuickBooks information page
      • Changed 'Name:' property to 'Support:' in the pop-up support dialog
    • Add-Ins
      • Moved 'Add Action' button to bottom of action list
      • Change default height of pop up window add-in to 500px
      • Changed pop up window to not close when user clicks out of it
      • Changed pop up window to clear out the last screen when opening a new one
      • Changed sort for Add Ins to be by name
    • Office and Windows Integration
      • Added docMgt Printer that allows users to print to docMgt from any application that can print
    • Viewer
      • Added ability to email documents from viewer
      • Added sorting option to document list
      • Added option to split document into individual documents
      • Added ability to SPLIT a document into individual pages
      • Added ability to MERGE 2 or more documents into one document
      • Added option to automatically open the first document when opening the viewer
      • Added feature where paging down past the last page of the document will take you to the next document and paging up past the first page of trhe document will take you to the previous document
      • Added identifier that shows the number of documents being dragged
      • Changed PRINT options to initiate immediately instead of going to the queue
      • Changed DOWNLOAD options to initiate immediately instead of going to the queue
      • Added 'Add To Process Queue' options to allow for more output options for documents and pages
    • User Admin
      • Added feature to copy user settings from one user to all users
    • Database
      • Added LINKID to the Record and Document objects to more accurately create links between docMgt and other systems
    • Reports
    • Indexing Automation
      • Lightened full text highlight colors
      • Made text size smaller on linked field drop downs
      • Added option to hide thumbnails
    • Search
      • Sped up mass deletion by not removing deleted items from results list until after all deletions done
      • Changed spacing between header search screen fields so more are visible without scrolling
      • Changed hover text color to make it easier to read
      • Made Edit dialog larger
    • Contacts
      • Added contact system to add email addresses for users' address books
      • Updated Record screen to read email addresses from the Contact list while user is typing
      • Added support for Contacts in REST and docMgtRESTHelper
      • Added contact sync component to the Integration Add-Ins to sync contacts from Outlook to docMgt
    • Multi-Tenant
      • Added subscribed feature list to billing report
    • Workflow Console
      • Added ability to search for items
      • Updated sorting options
      • Changed new work items to come in with name/value columns instead of string of data elements




Fixes


This is a list of the issues we fixed since the previous release


    • Record
      • Refreshing document list causes duplicates to show
      • Prompt to save always shows if any line items are on page
      • linked fields do not work in line item panel
      • Record thumbnails are not updating properly
    • Multi-Tenant
      • Admin upgrade script not adding StieDomainName column
    • System
      • Some error cods do not give enough information to end user
      • Document.NumResults does not return correct count
    • Viewer
      • New viewer does not show workflow buttons in e-forms
      • Users without edit rights cannot print or export from new viewer
      • Document does not close once deleted
      • Some PDFs are not viewing
      • While viewing emails, an empty image panel also shows in viewer
      • Emailing from print queue hangs / not working
      • New documents added to viewer are added to top of list instead of bottom
      • Ad-hoc category headers are blue instead of taking on branding color
      • Drag and drop re-order of documents not placing documents in the correct order if deleted documents not shown
      • Documents uploaded from general upload box have NULL category
      • Cannot view deleted documents unless you have at least one active document
    • E-Forms
      • Buttons do not always show up in e-form
      • Cancel button in e-forms closes form but not the document panel
      • Table's last computed column value not saved to Record
    • REST
      • Typo in instructions for /rest/workitems/{id}/complete
    • Workflow
      • WFLINK and WFURL variables not working
      • Search and create filters ignoring range searches
      • When an action cancels a work item the Completion Actions are not being triggered
    • REST
      • GUID security token fails when client changes IP address
    • Reports
    • QuickBooks Sync
      • Error when synchronizing invoices to QB when using custom formatting on amount fields
    • Search
      • Display style missing Grid option when Data View not defined for search
    • Indexing Automation
      • Indexing - Negative numbers not computing properly in line item totals
      • Indexing - If last field is auto-complete then tabbing does not work right
    • Variable Replacement
      • Returning an object with duplicate fields names causes error
    • Cloud OCR        
      • OCR triggered on Record with no documents stops workflow
      • OCR engine does not perform the Default Action Completion Actions when completing workflow.



Known Issues

This is a list of the issues we have found or have been reported but have not yet been fixed as of this release


    • Viewer
      • Creating a PDF can fail if too many pages are selected
        • Current work-around is to keep number of pages smaller. Each site and each document type combination will behave differently but in general try keeping PDF page count around 50 or less for best results.










Version 3.17

Release Date: 2018-03-24


New and Updated Features

    • Workflow
      • Allow Search / Update action to update more than one found record
      • Add Search / Create action that finds records and for each one creates a new record
      • Added ability to have workflow action buttons launch URLs in the local browser
      • Added Visibility feature to User Buttons so you can chose to hide/show buttons based rules
      • Added Execution Rules to Actions so you can chose to not execute unless all rules are met
      • Updated design to provide more space for working in Trigger
      • Added dynamic Due Date option so the due dates can be set by field values and/or computations on the way into a step
      • Added Action Taken column to workflow report that shows which work item option the user chose at that step
    • Importer
      • Added direct Azure uploading to the web-based importer utility
    • Document Viewer
      • Changed thumbnail creation to happen quicker
      • Added Print Checked Documents to new viewer
      • Moved Print Queue to tool bar button pop up panel in new viewer
      • Moved Document Clipboard to tool bar button pop up panel in new viewer
      • Added ability to copy documents from the clipboard and not just move them
      • Made sure Categories are presented in order as defined in Record Type
      • Added color coding to the Category headings
      • Added option to hide page thumbnails when viewing documents
      • Added page number drop down to select page when thumbnails not shown
      • Sped up view image download from the server
      • Changed viewer to make 1 less round trip to server when gathering documents
      • Added feature that remembers your document zoom settings - width vs height - and restores them for the next view
      • Added ability to view and maintain Line Items in the viewer
    • Scanner
      • Added direct Azure uploading to the web-based scan utility
      • Added support for new Category structure
    • Record Types
      • Added default values to first line of sample CSV file
      • Added ability to copy an existing field or line item field
      • Added field picker to linked field limits
      • Reorganized the Category definition to be more streamlined and hierarchical
      • Added color coding to the Category headings
      • Added User List field type that provides a list of users for entry and search
      • Added recurrence for "Route" retention actions
      • Added support for Numeric and Date masking
    • Outlook Integration
      • Changed save button on File menu to be direct save instead of showing a save panel
    • REST
      • Added support for ad-hoc return and complete actions
      • Added support for searching work items using record field criteria
    • Record
      • Changed toggle buttons on panels to Down and Up carets
      • Added Record Type name in top area of screen
      • Added standard variable replacements to notes
    • Search
      • Added record type searching to tool bar so it is available on any screen
      • Made searching more efficient and quicker
      • Added 3rd search page format option - Large Thumbnails
      • Changed "Delete All" Admin function to use a transaction for better performance
      • Added ability to use wild card (%) in linked field searching
    • Tool Bar Changes
      • Moved Dashboard link into the Admin panel
      • Added function row for easy access to Favorites, Recent and Last Search records
      • Added ability for users to specify whether or not the top tool bar scrolls off the page or stays locked
      • Made changed to be sure sure tool bar search is always cleared out for a fresh search even on the search page
    • Branding
      • Added separate colors for the badges (number circles) in the tool bar
    • Reports
      • Added Work Item Path dialog to show path of related work items to the Work Item Current and Work Item History reports
    • System
      • Updated variable replacement logic by adding REPLACE, PAD, SPLIT, FORMAT, SUM, AVG, MIN, MAX and COUNT functionality
      • Added USERS and TEAMS operations to variable replacement
      • Updated general design to give more room on screen
      • Updated security on utility applications such as Importer, Exporter, Scan, NetLabels and Add-Ins.
      • Added ability for users to specify whether or not the top toolbar scrolls off the page or stays locked
    • Indexing Automation
      • Added options for setting indexing panel sizes
      • Updated dynamic indexing panel size logic to be more responsive
      • Updated the line item total value color codes to be brighter
      • Changed linked field auto-complete logic so header fields are "starts with" and line item fields are "contains" based on what you type in
      • Added option to trigger a line item copy when tabbing past last field
      • Added option to copy or not copy numeric field values when copying a line item
      • Added feature that remembers your document zoom settings - width vs height - and restores them for the next view
    • Add-Ins
      • Added several options for adding buttons (Add-Ins) in various locations in the interface
      • Added advanced Activation Rules to show add-in only when certain criteria are met
      • Added Automation Actions that are internal docMgt functions like updating Record values, adding notes and initiating workflow
    • Dashboard
      • Added alert to inform administrators when the default Admin user is still active and should be deleted
    • In-Line Exporter
      • Added ability to export all fields - not just those which are defined

       

Fixes

    • Config Manager
      • Error downloading config when Workflow, E-Forms or Collaboration are not licensed
    • Office Integration
      • Installer not installing Outlook add-in on 64-bit machines properly
      • Word not saving newly entered Records on upload
      • Excel not saving newly entered Records on upload
    • Home
      • New users cause error getting home page options
      • JavaScript error about Holds when loading a record type search panel
    • E-Forms
      • Submitting form with empty multi-option field causes error
      • Field calculations are not always working
      • Table columns with numeric option values do not always work
    • Search
      • Sorting results on a field with large values (> 50 characters) causes error
      • Using variables in search values only works if they are at the beginning
      • Calculations not computing number avg properly
      • Record Type Link does not work properly with numeric values
      • Older installations are having troubles searching due to Null Document IDs
      • Line item data showing in search results
      • Search and Recycle Bin time out if Records have large thumbnails
    • Record
      • Server error when print queue loads without any documents marked for printing
      • Scanning utility does not force simplex when that is selected
      • E-Forms are not editable in new viewer
      • Entry screen allows some edits even when read only
      • Entry grid (no record type) shifts left when adding new data element
      • Documents are showing last uploaded first which needs to be changed to first first
      • Document list errors out when empty category used in Defined Document
      • Refresh button duplicates record type fields
    • Indexing Automation
      • Error happens when loading second indexing item
      • Complete button does not work when indexing opened from Record screen
      • Indexing screen won't match totals if dollar signs used
      • Copying line item with linked values that use different fields for Display vs Value does not work
    • Login Page
      • JavaScript error when background image not present for right-side panel
    • Data Views
      • Data View page hangs if too many data elements (groups) are returned
    • Record Types
      • Line item fields cannot be re-arranged using drag and drop
      • Changing a Record Type results in a new "phantom" Record Type item added to list
    • Entry
      • Record Type Link does not work properly with numeric values
      • Entering values with $ in the middle of them causes errors
      • Entering values with format "#.# #" (i.e. 1.0 9) causes date conversion error
      • Linked fields not working on numeric values
    • Workflow
      • Trigger actions not showing up
      • Cannot set FROM email address to variable in Send Email action dialog










Version 3.16

Release Date: 2018-01-20


Breaking Change

We are dropping support for SQLite. docMgt is supported on all editions of MS SQL Server including SQL Server Express.



New and Updated Features

    • Record
      • Added direct link from Record screen to Asset Assignment Report for this Record
      • Added direct link from Record screen to Asset Request Report for this Record
      • Added direct link from Record screen to Change Log Report / Holds for this Record
      • Open Index Automation screens (Classification and Indexing) in new tab
      • Changed default Bates stamping option to in print queue        
    • REST
      • Added ability to merge document templates by Name
      • Added ability to search users with full search object
      • Added ability to search teams with full search object
    • Retention Hold
      • Added formal Hold process to Records to avoid retention for specific Records
      • Added Holds selection to Change Log report
      • Added ability to search for Record with or without holds placed on them
    • Multi-Tenant
      • Convert URLs to lower case during save for better standardization
    • Record Types
      • Add Field Selector to Retention Field entry
      • Add icon to list to show whether or not a RT is active
    • OCR Results Report
      • Added Refresh All button to refresh all items on the displayed page
      • Added auto-refresh of visible items every 60 seconds
      • Updated items temporarily highlight in red to show which ones changed
      • Changed report to not open document when clicking line - added button for that
      • Fixed incorrect grammar in description of report
      • Added option search up all OCR jobs not yet started (i.e. In Queue)
      • Added Cloud Task Name as hover title to Document ID for troubleshooting purposes
    • Cloud OCR        
      • Added ability to OCR multiple documents at once by using unique temp folders for each OCR task
      • Added higher priority for documents queued up for OCR via workflow so they are processed first
    • Viewer
      • Increased the speed of viewing documents - especially ones with > 100 pages
      • Increased the speed of exporting PFD documents from the print queue
      • Added page numbers under the page thumbnails
    • Beta Viewer
      • Added print queue
      • Changed OCR status to time out after 5 minutes instead of 30 seconds
      • Added ability to rename document during download
      • Auto-scroll thumbnail panel to the opened page
      • Added buttons to be able to go to next and previous OCR page hit in document
      • Auto-show first OCR hit page when loading viewer
    • Indexing Automation
      • Added @SPLIT_OCRCode and @SPLIT_Barcode for breaking on OCR only and Barcode only respectively
      • Added ability to change thumbnail sizes in Split screen
    • System
      • Updated variable replacement logic to handle nested variables
      • Updated variable replacement logic to be more standardized with Importer
    • Home
      • Changed max workflow items to show on Home page to 99
      • Allow Home page workflow panel to be hidden even if there are items in the workflow queue
    • Toolbar
      • Changed max workflow items to show on toolbar page to 99
    • Workflow
      • Allow for empty Category and Name values in the Document Existence rule
      • Allow for Empty # and Not Empty ~# matches in Record and Document value checks
      • Added option to reassign all current work items for a trigger to the default users. This is useful when you wish to add users to a step and then make sure the new users can see the active items.
      • Added 'Convert to PDF' action type
      • Added 'Delete Document' action type
    • Recycle Bin
      • Added CTRL-A hot key to check or un-check all Records in the current list
      • Added CTRL-CLICK option to check or un-check clicked Record
    • Searching
      • Updated the search to better find empty values. In some cases empty means a blank value and in others that means the data element does not exist. The system now takes both situations into account.
      • Dramatically increased performance of large full text searches
    • Reporting


       

Fixes

    • Search
      • Search by ID, AssignedTo or RequestedBy fails
      • Search page's help screen is not showing up when requested
      • Search grid screen Calculations not updating properly when using the "Load More" option
    • Cloud OCR
      • Large documents (> 500 pages) time out during OCR
    • Record Types
      • Record Type list not showing inactive entries in Admin screen
      • When field added having a label with multiple space only the fist space is removed to create the field name
    • Field Selector
      • Field selector control not defaulting to Record Type properly
    • System / Entry
      • Values using scientific notation are causing overflows when saving
      • [ and ] characters in File and Directory names cause replacement issues
    • Viewer
      • Page thumbnails are centering in panel
    • Beta Viewer
      • Duplicate element name errors in browser console
    • Database
      • Document searches for # in Category name result in documents being found outside query parameters
    • Entry
      • Pop up window with linked field shifts values if hidden field is above them
    • Workflow
      • Workflow cancel actions causing current work item to NOT be logged into the history tables
    • Multi-Tenant
      • If billing fails on any site then the entire processes stops