Older release Notes

Version 3.15

Release Date: 2017-12-16

New and Updated Features

E-Forms

Added better printing support for E-Forms in the BETA viewer
Changed form to redirect user to workflow step if form save creates a workflow item for current user
Added SERVERURL to URL replacement values

Add-Ins

When no Workflow selection is made then that means Any or No workflow is a match (ignore workflow)
When no Record Type selection is made then that means Any or No Record Type is a match (ignore Record Type)
Change logic to hide Windows APPs/DLLs from non-windows browsers
Added link to administer Add-Ins in the Admin drop down but only if there are Add-Ins defined

PDF Merging

Added capability to merge images from record into PDF docs
If merge image does not exist in Record then image placeholder is removed

Asset Management

"Multi" screen - Added capability to specify container field when returning an asset and not only when assigning it

Record Types

Added pop up report that shows every user's security for the given Record Type
Added section to set default scanner properties per Record Type

Multi-Tenant

Changed "Collaboration" to "Collab." on site setup panel due to limited space
Added ability to reset the default admin account

Viewer

Added support for seeing contents of ZIP files in viewer
Added ability to download a document from within a stored ZIP file

Home

Added titles to panels in mobile view

Scanning

Changing scanners now done by clicking the scanner info box instead of the label
Added support for Record Type defaults

Installer

Changed installer to not delete and recreate scheduled tasks but rather to preserved them between upgrades

Notifications

Added 'Edit' link to Notifications that only shows up for Admins

REST

Added ability to search for Records routed to me
Added ability to Complete a workflow task using the Default Complete button
Added ability to Reject a workflow task using the Default Reject button
Added GetDatas method to get all Data objects that have the given name
Added GetDataValues method to get all Data values that have the given name
Added PageCount property to Document object
Made sure @apionly calls get treated properly for security reasons
Added support for NOT EQUAL searches
Added PageNum and NumPerPage options to GetRecordNotes and GetDocumentNotes

Database

Added support for NOT EQUAL searches

System

Added cookie check to ensure browser supports cookies and, if not, show message

Fixes

# and ~# do not work on global searches

Workflow

Cannot remove field update values in Search and Replace action type
Cannot use Search and Replace to find records unless currently-logged in user has access rights. This information should be available to workflow process.

Add-Ins

Add-Ins info panel has misspelling ('po up' instead of 'pop up')

BETA Viewer

Empty doc list is showing Click/Drop to add docs in entire row when viewed in IE
Merging template (Word or PDF) would not work

Record Types

Show Field setting not being honored in Entry screen

Help

Help links for the Add-Ins admin screen not correct
Help links for the Database Overrides screen missing

Document Merging

If a requested image is missing from Record then an exception occurs

OCR engine is preserving thumbnails in black and white only

In-line Exporter

In-Line Exporter does not run

REST

dmRESTHelper component is not queuing up OCR jobs when instructed

Security

Document security not working when more than 25 record types
Record security incorrectly removing records from search
Token-base logins fail due to Chrome caching

Viewer

Emailing or downloading pages using the print queue fails

Version 3.14

Release Date: 2017-11-12

Breaking Change

Applies To: Auto-Split Indexing - workflow only!

Changes were made to the Indexing Automation's Auto-Split process. Previously the auto-split logic would automatically occur when the work item was moved into the work trigger that used the Document Split screen. With release 3.14 that has changed so that the auto-split logic needs to be specifically called via a new Work Trigger Action called "Auto-Split Documents". If you are using an Auto-Split trigger in your workflow you should add an action type of "Auto-Split Documents" into the Assignment Actions of that trigger to make sure the workflow works as expected.

New and Updated Features

Data Views

Added data visualization system called Data Views that allow users to view their search results with graphs and charts

Add-Ins

We have added the ability to add buttons in the interface for the purposes of adding interoperability with other systems.

BETA Viewer

We have included the BETA version of our new viewer. From the Record screen you can click the BETA Viewer button to view Records with the new viewer. You can always go back to the default viewer if you wish. WARNING: This viewer is experimental and incomplete. Use at your own risk.

Security

Added support for Active Directory authentication for premise-based servers. See the Technical Q&A section for more details.

Record Types

Added auto-index properties that can be used during indexing and certain auto-import processes such as our new SFTP direct upload (cloud only)
Split the field configuration screen into tabs to help make field set up easier and less error prone
Added better help information to field definition screens

REST

Added REST call to get all categories in Record
Added ability to search for Documents in specific Record by Category
Added UserSearchRights and UserEntryRights properties to Record Types

Indexing

Changed split logic to discard break pages unless FIRST or LAST are set for Split_KeepBreakPage variable
Changed split logic to not call the auto-split logic unless specifically called via a Work Trigger action.
Added button to refresh the auto-index data while in indexing screen
added option to follow current Record through workflow during indexing process

Workflow

Added Auto-Split trigger action
Added Auto-Index trigger action
Added option to have document Merge option replace document with same Category / Name
Added My Workflow option to user drop down in tool bar

Current Work Items Report

Changed the re-assign logic to allow items to be assigned to ANY user in the system

System

Converted PDF library functions to standardized library methods and removed 2 extra libraries
Updated all internal client component libraries

Printing

Reduced "Print to PDF" output PDF size by 25%

Record

Only Administrators are now allowed to view deleted Records
Banner is shown at top of deleted Record so Administrators can more easily tell Record is deleted
Changed workflow logic to close workflow panel after button click forcing it to re-appear only if needed
Updated Linked Value Entry option to work when Display and Value fields are different
Updated look of the Linked Value Entry feature
Added Record Data History report that shows the Record's data at any point in time
Added button on each data row that will show the complete value change history of that data

Entry

Updated Linked Value Entry option to work when Display and Value fields are different
Updated look of the Linked Value Entry feature

Home

Added exclamation icon to top banner notifications
Made "list view" text smaller to fit more per Record
Made "list view" panel icons slightly larger
Made "list view" panels auto-size up to 250PX max

Document Revisions

Now saving current annotation state with each revision
As a revision is restored as the "active" version of the document its previous annotations are also restored

Annotations

We added a Check Mark annotation type
We added a Star annotation type
We added a Letter X annotation type

Added ability to search using date variables such as [DATE(-1,y)] to [DATE] means to search from one year ago today to today

Merge Documents

Added support for PDF documents to merge data into PDF forms
Added ability to replacing images in PDF documents with images from current Record

Config Manager

Added support for importing and exporting Add-Ins
Added help text to bottom of each object type box
Removed Users box to avoid importing Users using this method

OCR engine now preserves thumbnails of all OCR'ed documents

Database Overrides

Custom database override capability has been added for use on premise based systems

E-Forms

If only one form available to user then show only that form on tool bar instead of a drop down
Removed extra spaces between field when used inside containers
Added option to upload documents relating to table rows (in beta viewer only)
Added option to scan documents relating to table rows (in beta viewer only)

Fixes

Triggers

Not all edit panels are showing up when editing Trigger

Indexing

Saving data in the Indexing screen without actually completing is moving workflow when it should not

System

Favicon not showing up on some browsers
500 Error showing up in web logs
Not found page not displaying properly (Bootstrap not loaded)

In-Line Scanning

In-line scanner fails if there are defined documents with empty category names
In-line scanner tab order is incorrect
Authorization Failed errors happen when opening after user is logged in too long

In-Line Importer

Authorization Failed errors happen when opening after user is logged in too long

NetLabels

Authorization Failed errors happen when opening after user is logged in too long

Workflow

Collaboration package passwords do not save when specifically specified in workflow trigger action
WFURL variable link does not work in workflow notification emails

When viewing document thumbnails on the search results screen, the document thumbnails make the entire page scroll to the right if there are too many to fit on one line
Range searches with only one value not working properly
RecordType searches are returning Records where the RecordType variables are attached to a Document and not the Record
Search description not updating properly after using saved search or last search

Password Security

High security level is being treated like Medium

Stamp Admin

Admin screen is calling stamp list for current user when it should be requesting all stamps

Multi-Tenant

OCR Billing is not counted properly in billing reports

Home

List view shows the field header twice per field
View as list/thumb setting not saved

E-Forms

Tables are not saving updates to values after initial save

Version 3.13

Release Date: 2017-09-30

New and Updated Features

Record

Data entry panel scrolls to newly added fields when Add Data Element button used
Added user option to hide empty categories
Added Category entry to scanning application

Viewer

Changed thumbnail logic to generate all thumbnails initially and render page panel afterward
Changed the way Excel (XLSX) and XLS pages are rendered
Added all pages of XLSX documents to thumbnails - even across multiple sheets
Added better support for DOCX viewing and converting
Added support for CSV documents to be rendered in browser
Added support for properly viewing and converting PDF documents that use Acroforms
Updated document conversion components to more make displaying and converting documents more efficient

Entry

Variables can now be used for adding field names and values during manual entry
Added option to allow end users to add new entries to linked field lists during Record entry

Workflow

Password fields for REST calls are now actual password fields where the value is masked
Added option to update either source record or found record with Find and Update action
Removed 'Basic' viewing option to make page more simple and efficient

Changed 'Edit Records' option to have field selectors for easier field matching
Changed layout logic to show more text for a one-field record type in grid layout
Added ability to search for records that have no value in an Option field by selecting "No Value"
Added ability to multi-select Records and Route them from the search results page
Added ability to perform multi-value search on Option and Multi-Option fields

Branding

Added separate colors for Inner Header button colors

Changed premise and self-hosted OCR to ensure documents are processed in first in, first out order
Updated premise OCR document conversion method to match that of Web site

In-line Importer

Now allows cancel when analyzing import data

Database

Added index to SQL server DocumentFullText table for better full text search performance

Outlook Integration

Added Save to button on main ribbon

System

Changed main external libraries to use CDN
Updated to latest stable versions of main external libraries
Hide "Upload Documents" option from header if no Record Types are defined

Multi-Tenant

Added Add-In support
Added Downloads support
Changed main external libraries to use CDN

Configuration Manager

Updated screen to make functionality easier to use and understand

Notifications

Updated screen to make editing easier
Updated end user view to be more distinctive

Fixes

Record

HTML Documents not viewing correctly in viewer
Data value > 50 and < 100 characters causes TEXT and TEXTAREA entry fields both to show
Scanned documents are not being saved into selected Category
Custom emails are converting links to relative links in email editor
Purging documents does not purge thumbnails
Replacing a document does not replace thumbnails from old version

Help

Changed direct links to help sections based on new help system
Help system not loading properly with direct links
Duplicate word in Retention Runs report screen

Entry

Blank link limit on linked fields causes failure
Option fields with duplicate entries prevent drop down list from displaying

Option fields with duplicate entries prevent drop down list from displaying

REST

POST/PUT causes duplicate fields to be saved when saving Record Types

Notifications

Workflow emails do not show complete URLs that are part of record data
Custom emails are converting links to relative links in email editor

Office Integration

Outlook - New records are not saving properly
Outlook - Document that was the message not honoring dialog properties (name, category, etc.)

Workflow

REST logic parser does not support variables in JSON body
Email alerts do not always work with more than 25 users in the system
Custom emails are converting links to relative links in email editor

Reports

Current Work Item report does not download as CSV if there is a Due Date on an item in the list

OCR process would occasionally error out when writing results to database (overflow error)
OCR can error when handling unsupported document types

E-Forms

Custom emails are converting links to relative links in email editor

Collaboration Packages

Custom emails are converting links to relative links in email editor

In-line Importer

Importing document pointers makes the document inaccessible

Indexing Automation

Math calculations on line items not always matching that of header even though values are equal
Error happening when no pages compatible for indexing are in the Record

Portals

External portals are not sizing correctly to see the entire document when opened

Multi-Tenant

DB Scripting logic not working on non-conforming DB names

Version 3.12

Release Date: 2017-08-05

Breaking Change

Applies To: Importer Service and Exporter Service components

The licensing system was changed in this release. You no longer need to license individual client applications such as Importer or Exporter. However, the server must be licensed to allow Importer and Exporter to connect to it. This will make client deployment and support much easier.

This change requires that each server installed in-house be re-licensed to allow for the clients required. Please contact support BEFORE upgrading your server and clients to ensure no down time is encountered.

New and Updated Features

Licensing

Changed licensing model of system so that the server controls component licensing

Record Types

Changed the word Header to Field Label to avoid confusion
Auto-fill field name with the Field Label value without spaces by default
Prompt when editing or deleting RecordType field

Indexing Automation

Added basic auto-indexing ability using key words, bar codes and OCR data (in beta)
Added Category capability to the Classification screen
Changed Save logic on all screens to return to Record if screen was initiated by the Record screen

Record

Added list view to the Documents panel with toggle button
Changed document panel so large document counts load faster
Changed workflow logic so the Record page no longer assigns workflow to you unless you clicked a workflow link to bring up the Record page
Changed workflow action to not close current document after routing
Changed Document edit screen to only show Category or Name drop downs if any are available

REST

Added AppSource property to be able to track which component is making calls
Added option for specifying which fields to return in Record search
Added enhanced OR searching for Records

System

Added custom Not Found page
In-Line Importer now converts FB Master Sheets to Record Notes
Updated on-line help system
Added logged in user name to Support pop up screen

View Logs

Added View Logs report to show Record and Document view history

Reports

Added 'All Users' option to all reports with a User selection

E-Forms

Implemented reCAPTCHA component for form security
Added Progress Bar field

Notifications

Added Description property to be able to show in list better

Changed paging buttons to work better on mobile

In-line Importer

Changed logic to load MSHEET data to Record Notes instead of document

Current Work Item Report

Added ability to completely cancel the work item

Multi-Tenant

Updated interface for administration
Updated billing routine to not miss OCR performed during days when billing was not run
Added "Billable" flag to sites and reporting

Indexing Automation

Changed the interface to make Adding vs Updating Records more obvious and simpler to use

Fixes

Retention System

Empty due date causes failure in follow up actions

Date max/min in grid view footer not working in cultures other than EN-US
Exporter would not load

Indexing Automation

Blank Category causes indexing issue
Date validation not working in cultures other than EN-US in Indexing screen
Cannot add notes in indexing screen
Indexing Automation screens allows users other than workflow users to complete workflow
Indexing Automation screens did not always enforce security

Notifications

Videos do not show up correctly for end users

System

Scanning, importing and other client tools create a new window after Click Once plug-in prompt in Chrome and Firefox
Set Start Page not working for new users
In-line Importer does not import older FB archives without Master Sheet entries

Record

Clicking document thumbnail causes 2 image loads in background processing
Exporter would not load
Document merging failing on certain word documents
Clicking Category button first time does not select that category
Hover title for Category selector on Edit screen is not correct

E-Forms

External e-forms not loading due to resource load failure

Branding

Panel heading button colors do not match branding settings
Drop-downs in panel headings reverted to standard color when dropped down

Version 3.11

Release Date: 2017-07-01

New and Updated Features

Record Types

Added option to hide record type from entry list
Changed New Record type logic to ask for name first and set filter values accordingly

Workflow

Added variable replacement logic to the Dynamic User Assignment and Dynamic Team Assignment fields
Added Record Search and Update option to action to allow lookups from other records
Added support for asset tracking interaction with workflow
Added REQUESTOR and REQUESTORNAME variables to variable replacement
Added Repeat feature to Follow Up actions so the action can be performed on a regular basis
Made Follow Ups a standard view item so users don't need to go to Advanced view to see them
Cleaned up the look at feel of the administration screen with large buttons and edit panels
Change Trigger Type selector from a drop down to a pop up

Record

Changed entry panel to have Search and Delete icons inside bordered panel for non record type entry

Tool Bar Entry

Changed entry panel to have Search and Delete icons inside bordered panel for non record type entry

Integration

Added integration support for AllScripts Sunrise EHR
Made improvements to the QuickBooks Vendor Sync for speed

Entry

Changed format of icons in entry screens to be laid out nicer

Retention

Changed data cleanup routine to be more efficient

Dashboard

Changed workflow report links to include the proper number of days in the report

Thumbnails

Changed thumbnail storage from database to document storage location
Changed TIFF thumbnails from being auto-generated to stored like other document types

Branding

Added the ability to style 'action' buttons (Save, Run ,etc) differently than other buttons
Re-arranged the layout to make it easier to see preview while making changes
Changed Reset button to reset settings and save automatically

QuickBooks

Changed Vendor sync to only grab designated data fields and do 100 at a time

Changed grid view to show Field Header values in columns headings instead of Field Names

Notifications

Enhanced message area to allow rich text entry including fonts, colors, images, links and more
Added option to show messages to All Users, Administrators Only or Reporting Users Only
Added option to limit the height of the notification panel and scroll it internally is over that height

Fixes

Record

@@ data values were being shown to users
Document restore not working properly
Category changes not saving after manual drag and drop of pages to category tabs

Exporter

On some computers the CSV is written out in ANSI format which is causing Excel to not see it as a correct CSV

When searching for a text value that has a comma in it the system converts it to a range search (from X to Y)

OCR would fail if incorrect full path in FileName property of Document

Version 3.10

Release Date: 2017-06-10

New and Updated Features

Added Export All and Export Checked options to run full export of selected Records

REST

Added line item fields to Record Type
Added User Records Get/Save calls
Updated REST documentation to include description of each call in API interface
Added GetDocumentData call to get document data elements separately

Direct URL Option

Added direct search URL option to add record if not found during search

Record

Added link to Current Workflow Report
Added drop-down menu in Information panel for reports
Added drop-down menu in Information panel for Indexing Automation tools
Removed button in Documents section to go to Document Classification
Added menu option to Export Record
Changed rights so only Administrators can purge documents
Added option to check for Missing Documents based on Record Type settings
Added refresh button to documents panel
Added option to go directly to Indexing screen
Changed non-record type entry fields to have optional calendar pop-up instead of forced pop-up

Reports

Changed QuickBooks Sessions report to link to ALL affected Records
Added Current Work Item ID display to Work Item Report
Added Current Work Item ID display to Work Item History Report
Changed Change Log Report to better organize drop-down list of Object Types

Indexing Automation

Indexing - Added voice indexing (Chrome only) for text, date and numeric fields

Installer

Changed installer to use Retention Monitor as a Scheduled Task for all installations instead of the installed Service
Changed licensing application to allow for selecting Server or OCR

Reports

Updated Work Item report to be able to search on Current ID
Updated Work Item History report to be able to search on Current ID
Updated Change Log report to streamline report running both aesthetically and efficiently

System

Made the Change Logging system more efficient
Added Remember Me option to login screen (requires setting change in Main Options)
Updated default error message timeout to 10 seconds

Admin

Added Remember Me setting in Main Options
Moved Security settings to a new panel in Main Options
Update SQL logic on saving Main Options to make them able to be edited via DB scripts
Set the IP Limits section to not show up if the HideSysConfig option is set

Workflow

Added ability to log description of the follow-up actions taken into the Record Notes
Added 'Cancel Workflow' option to the button actions
Added 'Attachment Name' option to emails so documents can be renamed when added to email

Record Types

Added field selector to Retention Field input
Added variable selectors to Quick Notes

Entry

Changed non-record type entry fields to have optional calendar pop-up instead of forced pop-up

OCR (self-hosted)

Added cycle limit option to limit the number of documents processed per cycle

Fixes

Record

Workflow History Report link broken
Error saving categories with some having empty values
Drag and drop of categories with non-upper case letters causes duplicate categories
Drag and drop of No Category documents causes duplicate No Category entry
Document thumbnails do not draw properly when scrolling panels

System

Using custom start page on system with virtual application path does not work
Self-Hosted systems are sometimes reporting as azure systems

Outlook Integration

Messages are not saving - no action was taken when button was clicked
Messages not setting the Category properly

Indexing Automation

Indexing - Rounding errors occurred on values with decimal places
Split - Splitting a single document with TIFF extension makes document unusable
Indexing - Error getting 'templates' message is popping up
Split - Pages not showing after split

Record Types

Cascading option not working when adding new field

E-Forms

E-Form designer layout not stacked
E-Form designer option fields from Record Types were not populated with the options
E-Form routing that had no triggers activated is causing error on client
Workflow fails when external user submits routed e-form

QB Sessions Report

Link to click to affected Records only going to first record - not all

REST

GetDocumentPage did not apply annotations to final output
WebDAV causes issues with PUT and DELETE calls

Workflow

Follow-ups not sending attachments to emails - cloud only
Follow-ups not writing Record and Document notes - cloud only
Advanced Search in the Criteria section was not adding new fields in the interface

User Options

Advanced tab empty if workflow not licensed

Collaboration Portal

Expire date not working on non-US date format

Large split batches causing write failure to DB
Failure in writing to DB causes loop and backs out logging info
OCR is not being performed on documents that are secured

QuickBooks

Some large syncs are not getting all items

Main Options

Pressing ENTER in a field sends test email

Home Page

Thumbnails do not always show up for all sections

Version 3.09

Release Date: 2017-05-06

New and Updated Features

Record

Updated Record screen to be able to organize documents with multiple categories easier
Changed Record to not ZIP single document downloads
Changed Record to allow option to ZIP documents when emailing
Added Email button to document view tool bar
Change Sharing menu icon to Print in tool bar
Hide OCR panel when viewing E-Form (which cannot have OCR)
Changed Edit menu option to Edit button

Portals

Moved instructions into its own panel in Portal edit screens
Added support for new category display in document view
Updated collaboration edit screen to specify categories
Updated collaboration template administration screen to specify categories

Workflow

Updated Action selector to a nicer pop-up list with descriptions
Updated Merge Document to allow for specifying Category
Updated Email to allow for attachments by Category and Name
Updated Document Check logic to allow for specifying Category
Updated Missing Document Check logic to allow for specifying Category
Added option to Email Action to allow to ZIP documents when emailing
Added ability to rearrange action buttons

Changed [DEL] Record edit logic to delete ALL fields with the specified name

User

Users can now set any page as their "start" page using a new tool bar option

Administration (all areas)

Converted import buttons to single click uploads instead of File Upload controls
Removed Edit button if entire line clicks into edit screen

User Administration

Changed User maintenance screen to use collapsible panels

Stamps

Updated stamp screen to use single-click stamp upload
Updated layout of stamp screen

Record Types

Added a new Cascading Option field that depends on another field's value to determine which options to show in the list

Security

Changed "force password change" action to happen in pop up window rather than redirecting to a new page

REST

Added ability to upload documents in chunks to avoid max file size limitation

QuickBooks Sessions Report

Added link to main command record that triggered QB interaction from each line item

Reports

Updated several reports' default search parameters
Updated Missing Document report to allow for Categories and to provide filtering links

Fixes

Workflow

Document names in attachments cannot contain spaces
Images merged into Merge Documents looked very blurry
Delete left over temp files when using email action
Some text fields not able to be easily typed into when using Internet Explorer

E-Forms

Document view field thumbnails stacking vertically instead of horizontally

Record

Numbered thumbnails not showing all page number text when showing all 1's (11, 111, etc.)

Stamps

Stamps would not show up after import unless they were JPEG

Recycle Bin

Could not purge documents with applied security

Reports

QuickBooks Sessions report did not properly show errors
Missing Documents report not providing accurate count of results

REST

Document notes GET command did not return any notes for document

Multi-Hosting Sites

Workflow, E-Forms and Collaboration features could not be turned off per site

Indexing Automation

Indexing - Blank Vendor and Line Item in values cause incorrect matches
Reloading a saved record in Indexing screen would lose linked field values

Version 3.08

Release Date: 2017-04-15

New and Updated Features

Portals

Changed portal screen design
Changed document viewing to happen in place instead of in separate screen
Changed Email and Instructions to use the WYSIWYG editor

Indexing Automation

Made line item indexing screen larger for easier entry
Hiding thumbnails when there is only one page
Redesign screens to make options easier to see
Made indexing panels collapsible. Will remember settings between sessions.
Made option for where to go after indexing complete.Will remember settings between sessions.
Removed prompt that asked to load next item
Removed prompt that asked if user was sure they were ready to save

Record

Changed scanner control to use drop down selectors instead of radio buttons
Added more logging to scanner control
Changed PDF to Image conversion to new system
Auto-creating first 20 pages of thumbnails in PDFs on first view
Moved Classify option into document menu instead of button
Added hot keys for zooming

Ctrl-Insert = Zoom In
Ctrl-Delete = Zoom Out
Ctrl-Home = Zoom Height
Ctrl-End = Zoom Width

Added link to Workflow History Report for reporting users
Added support for XPS document type

Hide paging buttons when delete reduces results to 0
Added option to view thumbnails of documents in search results - clickable directly to the proper document in the Record screen

Recycle Bin

Hide paging buttons when delete reduces results to 0

Home

Added "Advanced Search" button that toggles the display of advanced search fields

Added TXT and COLD files to document types that can be OCR'd to enable full text searching of those document types
Changed PDF to Image conversion to new system
Changed OCR word extraction/save to format values for better search support and handling of date and numeric data

Branding

Added favicon support
Added ability to change page title name and layout

System

set default values for log retention to:

Logins = 12 months
Object Changes - 12 months
Page Cache - 6 months

Changed default sort of Words collection and added HasWords to Documents

Overlay Templates

Updated admin interface
Added Record Type association
Added ability to add extra spacing vertically or horizontally at specified locations
Added support for multi-page cold files / template support

E-Forms

Changed E-Form save sequence to route new E-Form after all documents from the form have been uploaded

Fixes

Workflow

Email not working properly for cloud sites

Record

Email not working properly for cloud sites
Please Wait dialog closes before page is loaded

Indexing

Thumbnails directive caused errors in browser

Search results count not updated properly when deleting all records in search
Grid computations not rounding properly

Reports

OCR Results Report would fail when trying to export

Portals

Images not sizing properly when browser size changes

E-Forms

Labels with calculations did not work after form was saved

Overlay Templates

Fixed misspelled word in template form - Leading (Leding)
Page number not being used in template find algorithm

Merge Docs

Merge fails when images do not have ALT text - due to image replacement logic

Version 3.07

Release Date: 2017-03-25

New and Updated Features

Workflow

Updated workflow Manager screen to allow for easier filtering of data
Updated workflow notification emails to send field data as represented by Record Type definition
Added ability to add attachments to email actions

Record

Redesigned the form generation list screen
Added ability to save generated word template document as PDF
Made downloaded PDFs smaller and cleaner from print queue
Added a "Convert to PDF (Burn Annotations)" option in document menu
Changed display caching so changes to pages will be reflected sooner in the display
Changed Full Text panel to automatically load when page loads
Made entire panel title row click-able to expand/collapse each panel

REST

Added template merging to the REST interface
Added AuthTest to Security controller
Added call to get work items for a specific trigger
Added POST methods for Workflow completion
Added Defined Documents list to the Record Types that are returned

Reporting

Added QuickBooks Sync Report

Added link to open Asset Tracking container location information from search screen
Added ability to scan from Search Results screen
Added Calculations footer to search results grid. Footer calculates max/min for date and max/min/sum/avg for numeric.

System

Changed the design of the Please Wait dialog

Record Types

Added all default values to new Record Type for Records per Page, Grid and more.

Main Options

Added "System Clean Up" section that allows for configuration of how to clean out logging data

E-Forms

Changed image upload control to standard control
Changed table behavior to set default values in rows
Changed table behavior to format numbers in rows to decimal places when loading saved form

Branding

Added standard image upload control to all image elements
Added options for customizing Please Wait dialog colors
Added options to customize the panel header buttons separate from the normal buttons
Changed Reset button behavior to not save the defaults but to just load them into the screen

Indexing Automation

Changed save logic to remove blank line items
Added the Account header field for QuickBooks field mapping

Installer

Updated Scheduled Tasks to run every 5 minutes by default

Notifications

Changed look of Notifications to better match site design

Administrative Alerts

Moved administrative alerts into Dashboard display
Color coded the alerts based on priority

Overlay Templates

Added Font Name option
Added Font Color option
Added Kerning (spacing between characters)
Added Leading (spacing between lines)
Updated interface with easy preview

Home Page

Added form URL parameter to auto-show search form by record type name or id

Fixes

Record

Using the OCR option for multiple documents only performed OCR on one of the documents
Bates values not being cleared out between downloads
E-Form generation speed issue
E-Form issue with showing thumbnails when not required

Workflow

Problem that prevented document merging from working inside workflow
Email generated was not properly formatted
Minor display issue with "Select Team(s)" not showing last parenthesis
Minor display issue with Follow Up Actions panel not displaying fields properly

Indexing Automation

Deleting a line item did not update the totals
Larger dollar amounts displaying in scientific notation (i.e. 1235678E+3)
Linked values were not populating when loading a previously-indexed Record
Issue prevented rubber band indexing when page rotated

Reporting

User Login Report issue where the "Login Date To" field value was not being honored in the report query
Records Not Active report now shows Records that were never assigned

Office Merge

Merge issue when merge document had incorrect rule logic

OCR Results Report

Display issue on report where an error adding the document to the queue did not update the status text to show that it had an error.

Installer

Installer did not remember the following settings during upgrade

Database Type
OCR Selection
Retention Selection
IIS Settings (IP, Port and HOSTHEADER)

Integration

Portal

Resize event not computing window size properly
Single page view for images not working
Variable replacement was not working on Name and Instruction fields

E-Forms

Improperly formatted Phone and Email fields were not being stopped unless marked required
Public forms with custom URLs did not always work when more than 25 forms existed in the form library
Bad REGEX expression validations did not stop form from saving
Numeric fields were allowing special characters _ > and more
Signature pad not working properly on mobile devices

Version 3.06

Release Date: 2017-03-04

New and Updated Features

Workflow

Added new screen for users to work their items and run reports for their own workflow
Added button in Home page panel to go to new workflow screen
Added ability for Portal Passwords to be hard coded into the work trigger configuration with available variables embedded
Changed step re-order code to make it faster and behind the scenes
Added "viewed" icon that shows you which workflow items you have previously opened
Added ability to call REST APIs during Workflow actions
Updated Email editor to TinyMCE

Branding

Added opacity option for login screen right-side image for static and ads
Added text color option for right side of login screen
Improved right-side image positioning to make design more intuitive

System

Changed font in text, text area and select fields to Verdana to make them more readable
Updated 3rd party modules and components for security and performance concerns

Record

Added option to manually send document(s) to the OCR queue
Added OCR progress update information
Added variable substitution logic for email Body and Subject from Record screen
Updated Email editor to TinyMCE

Users

Updated User screen to validate email addresses

Record Types

Added ability to merge Record Data into Quick Notes

E-Forms

Added text alignment options for Text, Numeric and Date fields
Added link (href) capability to images
Added target capability to Links and Images with links
Added List Group to options for Bullet List field
Added collapsible Panel container with border, header, footer and more
Added Copy URL button to the Public URL section
Added Preview button to e-form designer to open the form in another user
Changed behavior when an external user tries to load an e-form that does not exist or is not marked Public. Previously they would get a list of available forms. Now they get a Not Found error as if the page they were going to do not exist. This is better for security.
Added Rich Text field type that allows for free form text with colors, font sizes and images in one display control
Updated Rich Text editor to TinyMCE

Indexing Automation

Changed COMPLETE button on Indexing screen to use work trigger's Default Complete button actions
Changed COMPLETE button on Classify screen to use work trigger's Default Complete button actions

Reporting

Added Records Not Active report that can show what Records have not been assigned since a given date

Fixes

Record

Fixed issue in Chrome browser where Notes screen would not close after saving the notes

Users

Fixed issue where an invalid email could cause notification errors

Indexing Automation

Fixed issue on Indexing screen where Total fields would not match if the field names were different

Workflow

Admin only - Fixed issue where Process selection would be reset after saving a Trigger
Fixed issue where Record values were being checked when doing a Document value check

E-Forms

Fixed issue where field label spacing was being lost when using dash (-) character which is supposed to hold the spacing with no text

System

Fixed issue where computed dates were not properly in the following area

E-Form fields
Work Trigger Value Checks
Work Trigger Value Set operations

Version 3.05

Release Date: 2017-02-18

New and Updated Features

Workflow

Added Thumbs Up and Thumbs Down as available button icons
Added "Missing Documents" variable to allow recording the missing document names into Notes or Fields
Renamed Indexing Automation screen selection types
Added ability to compute the number of Years, Months, Weeks, Days, Business Days, Hours, Minutes or Seconds between two dates
Added business days ability to function that computes new date from a date and a time span

E-Forms

Added Thumbs Up and Thumbs Down as available form icons
Updated E-Form designer to allow drag and drop of multi-option fields from Record Type field list

REST

Added Reporting property to User object in REST interface
Added PageNum and NumPerPage to Work Item call
Updated login to better security method
Added new token login for passing session into UI from external applications
Added workflow call (rest/workitems/newest) to get the work items in newest-first order

Record

Added ability to automate data entry on Record screen with other applications

Record Types

Made Add buttons bigger and easier to click
Added support for Multi-Option fields as check boxes
Expanded Required Documents feature by allowing for documents to be required only if a field is set to a specific value

Indexing Automation

Added workflow user option buttons to Indexing Automation screens
Added support for Multi-Option fields as check boxes
Added support for Microsoft Word documents (DOCX) in the Indexing Automation system

Browser Scan, Browser Importer and NetLabels

Updated login to better security method
Increased speed of upload
Configured logging system to use standard methods and locations

Collaboration

Added in option to have required documents not show up in the portal if they already exist in the Record
Added functionality where whenever a portal is loaded it checks to see existence of required documents
Added "Portal Complete" message if portal is opened with no tasks remaining

Toolbar

Changed log out button to a user information drop down menu that allows for more than just logging out
Changed layout of toolbar to show more information
Changed layout of mobile toolbar to make things clearer and simpler
Changed Help button to a user information drop down menu that shows custom support information

Branding

Changed login page link to not open new window if opening a mailto: link.
Created an Ad Rotator system for the login page that allows you to have rotating, hyper-linked content in right panel

System

Updated 3rd party modules and components for security and performance concerns

NetLabels

Added extra logging to know how many labels were sent from to NetLabels for printing

Fixes

Favorites

Fixed issue with not being able to set favorite when someone else has a favorite set to that same Record

Home

Fixed issue where "close" button on Record Type search only worked if you clicked directly on the X.

Record

Fixed issue with Read Only rights not deactivating fields
Fixed issue with document thumbnails not always showing up
Fixed issue where document order not always correct when > 25 documents in Record
Fixed issue with linked values not populating if the linked Display and Value fields were not the same field
Fixed issue with field search button not working

System

Fixed issue where changes to custom fields and controls were not always reflected in the UI without a browser refresh

REST

Fixed issue with authenticating to REST while logged into site

E-Forms

Fixed issue with the query string variables not auto-populating forms on load
Fixed issue where having multiple Record-level tables in the same form caused data from tables to mingle
Fixed issue where having multiple Document-level tables in the same form caused data from tables to not save properly

Version 3.04

Release Date: 2017-01-14

New and Updated Features

Record Types

Changed Required Documents section to Defined Documents with a required flag
Added ability to secure documents using the Defined Documents panel

Entry

Added support for multi-value fields that allow you to add fields with the same name to a Record
Added ability to move through entry fields in pop up entry screen by using the ENTER key instead of just the TAB key

Record Screen

Added support for merging PDF documents from the E-Forms list
Added document type selector for naming documents in the edit screen based on the Document Types configured in the system
Added the display of workflow reason if it exists in the workflow record
Added faster loading of Records with larger document counts

Branding

Added ability to brand the system-generated emails
Updated email graphics to allow for more background color schemes

System Options

Added button in admin screen to test the current email configuration
Added option in web.config to disable changing of the SMTP Server and Document Location settings

E-Forms

Added ability to set the color of Table headers and footers
Added ability to drag and drop to re-arrange options for Option Lists, Multi-Option Lists, Radio Buttons and more.
Added ability for Tables to add their totals to the form-level totals

Added hot key for placing cursor into the tool bar search box to F3
Changed hot key for speech search to Shift-F3
Added 5 Records per Page option
Added option for displaying search results in a sortable grid instead of the standard general layout. This option is set in the the Record Type setup screen.
Added option to click the star icon to add or remove the Record from favorites
Added option to delete ALL Records from the last search. This is only available for administrators.

Workflow

Added support for merging PDF forms
Increased visible workflow item list from 25 items to 500 items max on Home page and Toolbar

Indexing Automation

Added Document Classification screen that allows users to drag and drop individual pages from documents into classification "buckets" for quick document category indexing.
Added option in Indexing screen to save indexed Record into a new record or into an existing one

Importer

Added ability to double click Importer data header to rename column before import

Scanning

Added Black & White scanner option
Updated logging to preserve logs for 30 days

Portals

Added option to allow for downloading documents from multi-record portals
Added button to user Account page to view list of active portals
Added portal report that allows reporting users to find portals created by all users

Reports

Added Portal Report so reporting users can find portals made by other users
Added logging for emails that are sent from the system by internal users. These show up in the Change Log Report.

Configuration Manager

Added Configuration Manager that allows you to edit a configuration you had previously exported. Previously you would have to re-export the configuration from scratch to make changes.
Removed Config Import and Config Export screens and replaced with Configuration Manager
Removed Data Sort configurations from the Import and Export process and from the system in general
Config Manager also allows for retrieving configurations from a central server managed by

REST API

Added API call to retrieve Favorite Records list

HELP

Added links to on-line articles wherever possible

Recycle Bin

Added ability to search for words in deleted Records
Updated display to be more like Search screen

Fixes

Entry

Fixed issue where using a linked field to link to numeric data was not bringing up options in the list

Record Screen

Fixed issue with incorrect error message if document delete failure occurs
Fixed issue with PDF documents not displaying their form fields in browser
Fixed issue with direct URL not properly accepting document ID

Home

Fixed annoyance with the Record Type search drop down only working when clicking directly on down arrow. Now clicking anywhere in the button will drop down the Record Type list.

Fixed issue with printing NetLabels from Search screen

Workflow

Fixed issue with not being able to save trigger if generating Portal Package from trigger

Fixed issue with large text values cause DB write failures

Version 3.03

Release Date: 2016-12-10

New and Updated Features

Record Screen

Added Documents panel to the arrangeable panel list
Added Password to the collaboration pop up for sharing Documents
Added workflow panel that hovers over the page to give workflow options anywhere from the page
Added support for Document Notes
Added support for rending XLS, XLSX and CSV files (one page per sheet)
Added support for rending PPTX (PowerPoint) files
Updated to newer PDF rendering engine

Workflow

Added ability to save comments to Document notes
Added ability to search for existing Records in the trigger. This gives the option to do duplicate checking.
Added icons to workflow buttons

Site Design

Changed Dashboard panel colors to match system scheme
Changed Workflow Summary panel colors to match system scheme

E-Forms

Added icons to workflow buttons

Home

Added ability to set (lock) the default search screen on Home page load

Fixes

Record Screen

Fixed issue with arrangeable panel order screen not closing

Site Design

Fixed issue with Firefox rending file browse boxes incorrectly

System Import

Fixed issue with incorrect error message being displayed when no import file is supplied

System Options

Fixed issue with Thumbnail Numbering Threshold not saving

Version 3.02

Release Date: 2016-11-19

New and Updated Features

Speech Recognition

Changed toolbar speech to not require the word "search" before performing search
Added special speech button in Record screen to handle record-level speech commands

Record Screen

Added speech function specific to Record screen
Added ability to insert Quick Notes (if defined) when adding Record Notes

Admin

Added Quick Notes to Record Type

System Changes

Updated speech recognition to make it easier to perform searches

Changed login sequence to animate a Logging In message on the button to give more feedback to the users

E-Forms

Added more column layout options to the Flex Columns control
Added a "Duplicate Field" option which makes a copy of the current field directly under the field and not to the end of the page
Added a 3 of 9 barcode component to print barcodes on forms

Added number of checked items on screen
Added the ability to share multiple records in one portal using the Search Results screen

Workflow

Added document value check in activation rules

Fixes

Record Screen

Fixed issue with browser scan component where the first load of the newly scanned image would not always work
Fixed issue where workflow panel would not collapse

Admin

Fixed issue where importing record types that have linked fields would not properly map the linked field
Fixed issue where importing e-forms did not honor record type mappings
Fixed issue where the Record Type / Linked Field / Add Link Limit button was not working

System Changes

Fixed issue with negative numbers not formatting properly
Fixed issue with currency formatting only working when currency symbol is the first character in the value
Fixed issue where numbers with periods could be evaluated as dates

Importer

Fixed issue with importer not properly matching adjacent records and therefore would duplicate records. This only happened when using date values and skipping columns.

E-Forms

Fixed issue with e-form import not honoring record type mappings
Fixed issue with option lists in tables not displaying the right options
Fixed issue with option lists in tables not limiting correctly based on other fields

Home

Fixed issue with mobile devices not being able to click record thumbnails

Workflow

Fixed issue with data value checks
Fixed issue with data variables not working in email notifications
Fixed issue with help icon not showing/hiding description in the Follow-Up Actions section

Version 3.00 / 3.01

Release Date: 2016-10-29

Brand New Interface - The entire interface was updated for V3.00 as well as added features and updates.

New and Updated Features

Branding

Added ability to brand the system by specifying colors, graphics and logos

Tool Bar Changes

Added speech-enabled searching from top tool bar (Chrome only at this time)
Moved Importer under the Admin menu option
Added Dashboard option to tool bar
Added workflow summary graphs as a pop-down in the tool bar for all users
Added Favorites as a quick option in the header so users can see their favorites without having to go to the Home screen

Workflow

Added Workflow Manager right in work trigger edit screen. This allows users to manage workflow at the step/trigger level.
Added merge variables for workflow manager information
Added option to select trigger by Record Type
Added drop down of option field values when using an option field in trigger editor
Added ability to key on and update document data values - not just Record data values

Home

Added ability to search within workflow records
Changed search screen to be a floating box instead of in a panel
Change method for re-arranging the Home panels
Changed Bookmarks to Favorites - name change only

Added speech-enabled searching from top tool bar (Chrome only at this time)
Added sorting option on search results screen
Added option to see and alter your last search from the results screen
Added "Load More" option at bottom of results when results are more than one page
Ctrl-Click on record in results screen will check it on

Record Screen

Added ability to search for document by full text (OCR text) while within a Record

Admin

Added shortcuts to the admin panel to get to more screens with less clicks

E-Forms

Added ability to submit more than one field with the same name

Reports

Added option in User report to show all rights for user

NetLabels

Increased the maximum batch print size to 100 labels

Miscellaneous

Added "Save" and "Save and Close" in most screens that make sense
Removed system version from user screen

Speech Recognition

Added the ability to use speech recognition in the tool bar search field
Speech capabilities include:

Search for records
Load administrative screens
Load workflow reports
and more...

Record screen also includes the following speech commands

Refresh data
Write and Dictate Record notes
Perform asset management including Assign, Request, Return and Print Labels

Fixes

Workflow

Fixed issue with Merge Document action not always working

Home

Fixed issue with page not being centered on mobile devices

Record Screen

Fixed issue with thumbnails having wrong annotations

E-Forms

Fixed issue with submitting form getting a prompt from the browser before moving to next screen

Reports

Fixed issue with Missing Documents Report not working properly

Miscellaneous

Fixed "Force Password Change" feature

System

Fixed issue with dates no being properly formatted for non-US cultures

Version 2.93

User Security

Fixed issue with "Force Password Change" not working

NetLabels

Changed default NetLabels label printing list size from 25 to 100 so now up to 100 labels can be printed at one time

Version 2.92

Workflow

Added ability to ad hoc route Documents instead of just Records

Record Screen

Added ability to ad hoc route Documents instead of just Records
Added ability to swipe left or right on the page of a multi-page document to view previous or next page respectively

Collaboration

Added a Save and Return button
Fixed issue with emailing of package not working when package created using Record screen share option

Data Entry Indexing

Fixed issue with indexing screen not updating line item auto-complete items properly

Storage

Fixed issue with documents not being deleted from physical storage location when document purged

Version 2.91

E-Forms

Added 'Label Size' property to specify how large the label column is on e-forms
Added ability to have option list (drop down, radio, etc) options computed with date/time and more
Added ability to have option list (drop down, radio, etc) replaced with record data
Added label alignment (left or right)
Added "advanced options" setting for option lists to clean up interface unless needed

Retention

Added Record Routing option to Record Type retention settings

Workflow

Added shortcut menu options for Date and If functions
Fixed issue with "refresh" button not working

Notifications

Added COPY function to list

Version 2.90

System

Changed unlicensed message to say "Demonstration System" instead of "Unlicensed System"
Fixed issue with Please Wait dialog closing too quickly

Record Screen

Fixed issue with print queue panel being hidden when no documents are open
Changed document close event to unload the loaded images and not just hide them
Changed the print queue download routine so it supports IE 9 although this IE version is still not recommended
Fixed issue with document not showing by default when workflow is opened
Fixed issue with print queue not showing up when no document is selected

E-Forms

Added option to assign e-forms to Record Type(s) so they only show up when required
Added Time field for entry
Fixed issue where the footer calculation was not available on tables for label field

Reports

Added more detail to Change Log reporting

Workflow

Fixed issue where Record with too much meta data would not route

Added full text searching for specific Record Type searches

Scanning

Changed default resolution to 300x300
Changed Black and White setting to gray scale for better OCR results

Portals

Added option to specify the FROM address on notification emails

Version 2.89

E-Forms

Fixed issue with variable replacement not working on newly created records from e-form posting
Added standard Regex strings as a guide in the designer
Fixed issue that caused issues with fields being treated correctly after having been changed from one field type to another

Collaboration Portals

Fixed issue with blank subject causing email failure from portal packages
Fixed issue when portal template is generated by workflow

System

Fixed issue with user not being directed to correct page when logging in
Fixed misspelled word in global field selection list
Added ability to compute days of week from a given date in workflow and other places
Added ability to compute values with IF/THEN logic
Changed system to preserve leading zeros in data values
Changed system to report errors better for troubleshooting

Record Screen

Added ability to specify font colors and font names in the email screen

Updated to newer OCR version that provides better accuracy

Fixed issue where "last search" function would sometimes show deleted records

Home

Changed default bookmark list size from 25 to 100 so now 100 records will show up in the bookmark list by default

Workflow

Added ability to create E-Forms during workflow actions
Added ability to specify font colors and font names in the email screen

Version 2.88

E-Forms

Added ability to do record searches on Public Forms so the proper record can be found and can fill the form with data from the system. This setting is in the E-Form / Advanced Settings section under the heading "Record Lookup Fields".
Fixed issue with radio buttons not honoring the filter settings when filtering based on another field's value
Removed support for Swarm video fields

Collaboration Portals

Fixed issue with documents not viewing full screen
Fixed issue with blank subject causing email failure from portal packages
Fixed issue when portal template is generated by workflow

System

Fixed issue with ClickOnce prompt showing up on new IE versions even though it is not required
Fixed issue with servers in an AD (Active Directory) environment not allowing clients to connect remotely
Fixed issue with 'please wait' dialog not going away if the user chooses not to move away after browser prompt
Fixed issue with user not being directed to correct page when logging in
Fixed misspelled word in field selection list
Fixed issue with variable replacement not working

Record Screen

Fixed issue with Bates stamping not working properly
Changed email viewing component to show email addresses as click-able links
Changed email viewing component to allow user to download attachments from the email
Added in ability to hover over OCR text in the View OCR panel and have it highlight the text on the image
Fixed issue with full text search highlights triggering a "save annotations" prompt

Improved OCR accuracy
Fixed issue with barcodes being assigned to page 1 no matter which page they were on

Fixed issue where duplicate Records could be displayed on the search results screen

Version 2.87

Record Screen

Changed thumbnail generation to only produce numbers on PDF and Word Document images
Added option in Main Options to allow users to throttle the page count that triggers the page number thumbnails

Record Types

Added feature where if you name a Record Type starting with @ then it is hidden from Entry and Search lists. It still operates as normal with security, etc but is not available for manual entry or manual searching.
Fixed issue with New Record Type button not working from tool bar

System

Increased maximum file upload size to 50 MB

E-Forms

Fixed misspelled word in the In-Line Image Efficiency Tip verbiage
Fixed issue where saving a new e-form twice without reloading the e-form edit screen would cause 2 e-forms to be saved

Collaboration Portals

Added option to allow notes to be added to E-Forms in portals
Redesigned portal screen

Version 2.86

Record Screen

Changed screen to collapse Document panel if Asset Tracking is enabled and there are no Documents to show
Added the name of user who last changed document in the Document View/Edit dialog
Added button to copy the Document URL in the Document View/Edit dialog
Fixed issue with the Date Created being wrong in the Document View/Edit dialog
Fixed issue with annotations bar taking up too much space on mobile device screens
Fixed issue with document view panel being too small on mobile device screens in landscape mode

General

Fixed issue where some menu options did not have the proper mouse pointer on hover
Fixed issue with footers on dialogs not being automatically expandable
Changed all database fields to allow for storing and searching of non-ASCII characters to enable support for other languages in fields such as login name and e-form data
Fixed issue with multi-tenant site recognition not working properly for all scenarios

E-Forms

Changed E-Form engine to be more efficient (faster) when saving data
Changed Required Field prompt to show each missing field on its own line for better readability
Fixed issue with Signature Pad not working properly on multi-page forms
Fixed issue with Document Name not always being set when document saved. Issue happened when no specific name was given in the designer. In that case the document name now defaults to the E-Form name.
Fixed issue with Table fields saving extra data per line based on previously deleted columns

ADMIN NOTE: If you have any existing forms with table fields, remove all the rows from those fields and re-add them if needed then save the form to fix this issue

Fixed issue with Text Labels not showing text after last E-Form code update.

Main Options

Added options to configure certain UI Elements such as login screen icon, banner, login title and footer text

Version 2.85

Record Screen

Fixed issue with text size reducing on thumbnails when document opened
Fixed issue with document view panel not sizing properly with browser

Record Types

Removed Multi-Option and Image field types as they were not useful

General

Fixed issue where Standard Entry was showing on systems that have Base Security level of "No Access" or "Read Only". In this scenario, only the Record Types where the user has Read/Write should show up so the "Standard Entry" should not show.

Version 2.84

E-Forms

Added Field option to only save data to the Record when the form has been "approved"
Added Form option to only route form when a New Record is created
Fixed issue with query string parameters not populating form fields
Changed default YourTube URL to video that is active
Changed the buttons in the form to allow them to get focus for better experience for keyboard use

Record Screen

Fixed issue with first saved note not showing up until page is refreshed
Changed large document loading to not render each thumbnail if the document is more than 40 pages. The limit used to be 20 pages.
Fixed issue that allowed users without edit rights to be able to make changes to e-forms that were already in the Record.

Integration Options

Added Integration Options section to the Help system to highlight integration options. This will never be an exhaustive list so if you need more options please contact support to see if there is another way to integrate with .

Home Screen

Changed Un-Indexed and Last Added searches to be in the Record Type drop down list instead of buttons on the main search form.

Work Triggers

Added ability to trigger based on whether e-form is approved or not approved
Added ability to approve an e-form as workflow action
Added ability to lock/unlock or approve the currently-routed e-form rather than just a named e-form
Changed drop down list of variables to add to the current field instead of replacing it

Record Types

Added drop down list of variables to be used in the Default Value for fields

General

Fixed issue where links being clicked would scroll the browser to the top
Fixed issue with missing "Missing Documents" icon for reporting users in the Header

Version 2.83

E-Forms

Added "OTHER" option to Radio Buttons
Re-arranged settings fields in designer to make more sense
Fixed issue where containers caused slow performance and possibly JavaScript errors
Fixed issue with file upload field causing JavaScript errors

OCR Results Report

Added way to re-submit a failed OCR task

Indexing Automation

Changed Indexing page to allow rubber banding to only capture the text fully encompassed and not simply touched
Fixed issue where copying line item line did not copy linked field values
Fixed issues with arithmetic rounding errors

General

Fixed issue where Azure emails were not sending properly in the cloud version

Work Triggers

Fixed issue where Follow up items were not being properly logged

Version 2.82

E-Forms

Added signature pad field that allows for signing off on forms with mouse (computer) or touch screen (phone, tablet)
Added more Form Icon options

Apple
Bookmark
Crop
Food
Pencil
Question
Question Circle

Fixed issue with the Bullet Type selections in the designer being out of order
Fixed issue where hidden fields that were in containers were being counted as required and not allowing for to be saved

General

Added system version as a tool tip to the login screen icon

Record Types

Added ability to purge records based on Deletion Date. This acts as an auto-recycle function to purge deleted information regularly.

Recycle Bin

Fixed issue where the Recycle Bin was not showing the Record Types

Added direct searching URLs for easier integration

/search/<field>/<value>
/search/<recordtypeid>/<field>/<value>
/search/<recordtypeid>/<field>/<value>/<doc>

<recordtypeid> = ID # of the Record Type in which you wish to records

<field> = The name of the field to search in

<value> = The value for which to search

<doc> = The name of the document to view automatically when the search results in a single record

NOTE: To view the FIRST document (regardless of name) use an underscore as the <doc> value (_)

Record Screen

Made the workflow notes panel scroll so it would not take up too much screen space when there are many notes
Changed default thumbnail for e-forms to be the icon chosen for that particular e-form instead of a generic one.
Fixed issue with merge templates not working
Fixed issue with merge template icons not showing up

Portals

Added Banner URL to Main Options that will show a banner image on the top of portals. This also becomes the default banner used on new e-forms instead of the logo
Added description to Required Documents, E-Forms and Shared Documents
Fixed misspelled word in default email placeholder
Fixed issue that made logging in to portal not possible in some cases

Version 2.81

Record Screen

Changed large document (more than 20 pages) loading to not render each thumbnail but display a page number thumbnail instead. As pages are viewed the built in thumbnail will be updated so subsequent viewings of the document will show a proper thumbnail for pages that have been viewed.
Fixed issue where downloaded Excel or Word document was not directly saved back to the server using the Office Integration add-ins
Fixed issue where document thumbnails were not being rendered past the first screen full of thumbnails
Fixed issue with workflow notes not displaying properly

Changed the IP location link to use a new, better location provider

Installer

Updated the installer to automatically install a full web site if needed
Added IIS setup screen for specifying IP, Port and Host Header options

Workflow

Fixed issue with blank email addresses causing workflow notification failures

Record Types

Added line item field requirements such as None, Required and Prompt (prompt if empty) that can be used in the Indexing Automation system

General

Fixed issue with not being able to add field data to Standard Entry screen if no record types are defined

Version 2.80

E-Forms

Fixed issue with copy/paste of fields causing issues loading forms
Fixed issue with required fields not stopping entry if they are in multiple containers
Added Gender selection field
Added border width property to fields
Added ability to save a form in the designer without exiting the designer
Fixed issue with not showing newly imported forms
Changed designer to automatically put cursor focus into the first property field
Added option to radio buttons to allow forms to show radio buttons on one line (horizontally)
Added a highlight color to the selected page in the designer

Reports

Fixed issue showing some data names as dates in the Change Log Report

Search Screen

Fixed issue with sort showing as 'undefined' if no sort is specified

Record Screen

Reduced PDF image loading time - especially with PDFs > 200 pages
Updated PDF upload logic to pre-render first 10 pages of PDF > 20 pages

Work Items

Added ability to merge designer templates in a workflow step

General

Added ability to share saved searches with other users

Record Types

Added logic to include a default "RECORDTYPE" field for new record types to make adding new records type less error prone

Version 2.79

Bookmarklets that allow search integration with other web-based applications
Record Screen

Added ability to edit the Name and/or Category of multiple documents at one time
Allow notes to be multi-line to provide better formatting options
Added automatic hyper-link capability to URLs in notes

Search Screen

Fixed issue with large return result sets taking too long to pull up

General

Added ability in the tool bar to filter assigned work items by step name to give users a way to focus on certain types of work.

E-Forms

Added multi-line capability to labels
Added bullet list control that allows for multiple items (lines) that can have bullets on the front as circles or sequential numbers
Added automatic hyper-link capability to URLs in label fields

Home Screen

Added warnings to Home screen for administrators. This warning panel will show up only if there are settings missing that should be set such as SMTP settings.

Search and Entry

Linked fields now will show auto-type matches based on text that is anywhere in the linked value and not just text at the beginning of the linked value

Version 2.78

General

Fixed issue where clicking on link in the tool bar of page you are already on would cause an endless wait

Installer

Updated the Server installer to include options for multi-site setup which allows for hosting multiple sites
Added OCR component to Server installer which allows self-hosted sites to better utilize full-page searching

Version 2.77

Record Screen

Added ability for Administrators to restore a deleted record from within the Record screen

Search Screen

Added ability to Delete ALL records that were found in the search - not just those in the current screen
Added ability to Bookmark ALL records that were found in the search - not just those in the current screen
Added ability to Assign ALL records that were found in the search - not just those in the current screen
Added ability to Request ALL records that were found in the search - not just those in the current screen
Added ability to sort the search results when doing a Record Type search

Recycle Bin

Added ability to Restore ALL records that were found in the Recycle Bin - not just those in the current screen
Added ability to Purge ALL records that were found in the Recycle Bin - not just those in the current screen

Home Screen

Added ability to sort the search results when doing a Record Type search

Indexing Automation

Split - Fixed issue where thumbnails were not being drawn properly while splitting pages
Fixed issue where Select (drop down) fields that were marked as read only were still editable
Added sorting to the Auto-Complete results

Version 2.76

Record Screen

Added paging to the Notes panel. You will see the first 25 notes then can page through the remaining if needed.

Indexing Automation

Added ability to search for matching records and pre-fill old data into the new record

Saved Searches

Moved Saved Searches into a larger panel with more options
Users can now add, edit and delete saved searches from any screen - not just the Search screen

E-Forms

Fixed issue where the "Please Wait" dialog would close too soon

Search Screen

Fixed issue where any Record Type search performed with an end date but no start date would cause an error

Version 2.75

Record Screen

Added Date Added and Date Changed to document information screen
Added hot keys for viewing document lists
Redesigned Record screen to work better on smaller screens by moving work items and notes into their own panels.

User Admin

Added ability to search for users using a search form
Fixed issue where saving a new user caused an error
Fixed issue where Password changing caused error on SQL server installations only
Fixed issue where the password and password verify fields were not compared when saving a user

NetLabels

Fixed issue where the starting position of the first label was not working properly

Version 2.74

E-Forms

Changed field fill logic to allow field to be filled out in a more detailed way.
Added Yes/No Radio Button field
Changed Label size to px (pixel) sizes instead of a drop down selector

Record Types

Linked fields can now be limited by the contents of other fields. This allows for linked data to only show when it makes sense.

NetLabels

Fixed issue where printing from Home or Search pages required a security change on the browser.

IP Limits

Fixed issue where the IP address was not being properly detected so the security would lock out too many users.

Version 2.73

Record Screen

Added Record Relationships. These are used in custom development scenarios for relating records to each other in a parent/child relationship.

Asset Tracking

Changed request alert emails to send on email per user involved in the request instead of a single email to all users.
Multi-Asset - Added feature to remember the last user selected and default the value for the next entry.
Multi-Asset - The cursor is now set to focus on the first blank field in the entry screen to enable faster entry.
Added Asst Manager option in User setup. Any users with Asset Manager checked ON will receive record request emails along with the user(s) who currently have the records assigned to them.

Home Screen

Fixed issue where all panels did not show up properly for new users.

NetLabels

Fixed issue where users could not print more than one label at a time

Search Screen

Fixed issue where field name was not being properly displayed

Version 2.72

Record Screen

Fixed issue where bookmarks were not working
Fixed issue on document upload. All documents uploaded at the same time got the same name.
Added prompt to NetLabels printing to be sure Chrome and Firefox users have add-ins installed for ClickOnce

Site Tool Bar

Added prompt to Multi NetLabels printing to be sure Chrome and Firefox users have add-ins installed for ClickOnce

Entry Screens

Added checkbox to bookmark record after adding
Added button to save and add new for multiple entry
Fixed issue where the Standard Entry was not turning off despite being turned off in admin

Home Screen

Fixed issue where read only fields would not allow entry
Added ability to multi-search on auto-number fields

Workflow Admin

Fixed issue where COPY command was not returning to list after copied trigger was saved

NetLabels

Changed field mapping to be more clear
Added standard field selector to docMgt field entry to make it easier to select given docMgt field

Office Integration

Updated Office Add-In to include the following components

Added Save to Server button in Word
Added Save to Server button in Excel
Added Save to Server button in Outlook email screen

Updated components that save documents back to docMGt server that were opened from that server

Version 2.71

Record Screen

Fixed issue with data entry that would cause letters to not register while typing
Fixed issue with field-level search where it was performing a "begins with" search instead of an "equals to" search

E-Forms

Fixed issue where computed fields were not working
Fixed issue where Text Area fields would not allow any text to be entered unless a Max Length value was set

Home Screen

Fixed issue where Linked fields caused search screens to layout badly at certain screen widths

Notifications

Added ability to reset notification so it shows up on all users' home pages again as if they never cleared it

Version 2.70

Integrations

Added basic support for QuickBooks integration

Bill Payment
Vendor List Sync
Expense Account List Sync
Class List Sync

Record Screen

Added button to index fields to open web browser if data value is a URL

E-Forms

Added Line Item field type to E-Form designer to quickly make line item tables when Record Type has line items defined
Changed column footer alignment in tables to match data column alignment

Indexing Automation

Added ability to relate line item column with data field to be able to match line item totals with header values.
Stop index save unless header total matches line item total
Fully implemented linked fields in header and line item fields
Added ability to add, subtract, multiply and divide in line item numeric fields
Added ability to copy lines of data
Added option to save and return later to finish indexing

Home Screen

Added ability to clear all bookmarks

Record Types

Fixed issue with read only property not working on option fields

Security

Fixed issue where read-only users could get read-write permissions to certain record types

Version 2.69

Record Screen

Added option to refresh data without having to refresh entire page

E-Forms

Fixed issue with workflow-generated forms being created twice
Added support for SWARM videos (subscription-based medical videos)

Indexing Automation

Added line item indexing capability
Fully implemented option list fields

Home Screen

Added ability to clear all bookmarks
Added Asset Tracking options to bookmark panel

Request all bookmarked assets
Assign all bookmarked assets
Print NetLabels for all bookmarked assets

Added multi-line searching for all text fields so users can more easily search on multiple records at once

Search Results Screen

Changed page load to load images only when needed
Add options for selected records

Bookmark checked records
Print NetLabels for checked records (assets)
Request checked records (assets)
Assign checked records (assets)

Added Bookmark icon to show whether or not the current user already has the Record bookmarked

Recycle Bin

Changed page load to load images only when needed

Workflow

Added options to identify the default COMPLETE and REJECT options for each trigger. This is used in conjunction with automated processing

Record Types

Added option for field to be able to remember the last value entered in a new record entry by a user so the next time the new entry form loads it will auto-populate with the same value.

Version 2.68

E-Forms

Removed Advanced mode and Basic Mode option
Added label to Video fields

Indexing Automation

Rearranged top tool bar buttons for efficiency
Added Ctrl-Click to delete pages in the page splitting screen

Site Wide

Updated to new icon set

Record Screen

Fixed issue where workflow buttons were not showing up when opening Record screen from workflow links
Updated Text annotations with pop up box for setting and previewing all text properties while drawing
Change view to default Collaboration and Tracking panels to collapsed
Changed panel toggle to better instruct users how to expand and collapse panels
Added ability to multi-select documents to share them with external users. This leverages the Collaboration Package system.
Added 'User Annotations' system that allow users to save annotation combinations into a library for use later in other documents. This is great for jobs that require the same annotations be applied at the same places on documents over and over again such as signatures on contracts.
Added Ctrl-A hot key to check/uncheck all documents
Added document URL in document edit pop up to allow users to share direct document URLs simply.

Workflow

Added ability to lock e-forms with workflow triggers
Added option to send password with Collaboration Package emails

Version 2.67

E-Forms

Changed required fields so they only are highlighted when empty
Added ability to pass data into a new e-form from the query string
Added slider control that allows for numeric input using a slide
Added Pain Selector fields that can be used in medical applications
Added better visual display of selected field in admin screen
Cleaned up the field display in admin to more accurately reflect the end user view
Added flexible container type that allows for more layout options with side-by-side fields
Added ability to pass variable data in on URL from external link
Added form margin settings
Added field min and max width options

Record Screen

Fixed issue with Page Queue only adding one document at a time
Fixed issue with Scanned images not showing proper thumbnail
Added ability to share documents via portal from the Documents menu. This is only enabled if Collaboration feature is turned on for the site.
Added option to not ask for bates stamping when using the page queue
Added option to crop standard image types (JPG, JPEG, GIF and PNG) on upload
Updated Scan button

Home Screen

Fixed issue that made the home page perform searches twice

Version 2.66

E-Forms

Added Max Length property to Text and Text Area fields
Fixed issue with workflow buttons not showing up properly

Record Screen

Moved page order save button under thumbnails
Added ability to route records in an Ad Hoc fashion which allows users to route records to specific users and teams
Added link from Record screen to run a Change Log report for that Record. This report includes all changes to the Record and to all related objects.
Changed the document order save button to a large button under the thumbnails to be sure users see it.

Workflow

Added ad hoc routing which allows users to route to specific users and teams with due dates and email notifications
Added ability to automatically assign the Record (non-returnable ad hoc route) on Record Import based on record data values

@ROUTEUSER - User Name of user to ad hoc route the record
@ROUTETEAM - Name of team to ad hoc route the record
@ROUTEDUEDATE - Due Date of the ad hoc workflow
@ROUTEDATASAVE - If exists then do not delete the @ROUTE* variables, else delete them during route

Reporting

Added ability to reassign items in workflow reports
Added more auditing information to be able to track and report on all activity related to a Record.

Home Screen

Added trigger name to workflow lists and thumbnails
Added option to show captions on thumbnails

System Import/Export

Added Notes to exports so after import the notes will be shown for instructional purposes

Version 2.65

Indexing Automation

Upgraded OCR engine to provide better indexing results
Added Bar Code support to OCR engine
Added support for auto page breaking by using OCR or Bar Code data. This process is triggered just before any Split work trigger type. The default break word is BREAKSHEET but can be changed as needed.
Added support for using record data values to control the page breaking method used when in Auto-Split workflow

Split_BreakCode variable controls what value causes a document break. Whenever the value in this field is found on a page the breaking occurs.
Split_BreakPageCount variable specifies how many pages are to be in each document set (this is not used if Split_BreakCode is set)
Split_KeepBreakPage variable controls whether or not to keep the break page

"FIRST" value means keep the break page as the first page in the document set
"LAST" value means keep the break page as the last page in the document set
Anything else will discard the break page

You would normally use the LAST option with Split_KeepBreakPage if you are using Split_BreakPageCount so the break would happen at the last page of the page count.

Workflow

Added ability to re-assign work item to any other user who was in the original assignment list
Highlight overdue items in the workflow reports

Record Screen

Added ability to multi-select and add pages to the print queue

Version 2.64

Home Screen

Moved Un-Indexed feature from tool bar to Standard Search form

Record Screen

Added Document Clipboard option to allow users to move documents between records
Added support for MSG and EML file types. These are Outlook and Windows Mail formats respectively.
Updated drag and drop functionality to allow users to drag and drop documents onto the documents pane without first having to open the pane up first
Updated drag and drop functionality to allow users to export documents by dragging and dropping documents from the document list and onto the desktop or other folder
Added ability to paste image data (i.e. screen shots, etc.) directly into a record. To perform the paste, click the document add drop zone then cancel the document browse dialog and then immediately use the paste hot keys (CTRL-V in Windows). If there is image data on the computer clipboard the system will prompt you for a document name and will create a PNG image as a document in the record.

Indexing Screens

Added ability to delete pages from split screen
Added option to split by clicking pages in list
Added option for keeping or discarding the break pages

Miscellaneous

Added drag and drop ability to tool bar. Now users can drag documents to top tool bar then drop the documents into record type "buckets" for quick indexing.

Version 2.63

Workflow Changes

Changed default behavior of Work Items to re-assign to just one user as that user clicks on the work item link. This will allow N people to get assigned the task but once one person opens it then the item will be assigned only to that person.
Added ability to re-assign to default users after it has been assigned to one user as in above scenario.
Added variable drop down lists to all fields in the Work Trigger edit screen to give quick access to all the available variables without having to type them in.
Added [WFLINK] variable to the lists of variables available in the Work Trigger edit screen. This variable will be replaced with an HTML link to the server for opening the Work Item.

Record Screen

Added ability to re-assign Work Item to default users
When viewing Record after performing a full-text search the following happens

The thumbnails of the documents that have the full text words in them are highlighted in orange
The first document where the full text words were found is opened automatically
The thumbnails of the pages that have the full text words in them are highlighted in orange
The first page in the document on which full text words were found is opened automatically
When the page is viewed, all matching full text words are highlighted

Text values are highlighted in yellow
Numeric values are highlighted in orange
Date values are highlighted in green

Updated document display

Updated tool bar look and feel
Changed to use thumbnails for pages instead of drop down list
Added page name header above thumbnails

Added functions to header bars for easier access than just in menus
Added keyboard shortcuts to Record screen so the following key strokes will perform actions but only when cursor is NOT in a typing field. NOTE: These work in IE and Chrome and some work in Firefox but not all.

? - Show keyboard shortcuts
PAGEUP - View Next Page
PAGEDOWN - View Previous Page
CTRL - PAGEUP - View Previous Document
CTRL - PAGEDOWN - View Next Document
CTRL-SHIFT-D - Upload new Documents (depends on security rights)
CTRL-SHIFT-E - Edit or View Document Information (depends on security rights)
CTRL-SHIFT-O - View OCR data for displayed page
CTRL-SHIFT-T - Toggle Entry form (depends on security rights)
CTRL-Y - Redo Last Annotation Change
CTRL-Z - Undo Last Annotation Change

Enhanced document adding system

Made drop zone larger
Drop zone automatically opens up when dragging a new document over the document section

Added refresh button to notes
Added variable selection menus to Bates dialog
Changed look and feel of data entry section and synchronized the data between the formatted and raw views
Display record type in "raw view" mode

Search Results Screen

Added "Assigned To" field to search results to show where an asset (Record) is assigned
Added ability to assign and return assets from the multi-select options.

Multi-Record Asset screen

Updated to show the actual Container and Record field names as entered in the Record Type screen
Updated to not show container field if that field is not set in the Record Type properties

Home Screen

Updated Record Type search screens to show Linked fields as an auto-complete text field. This is much more efficient than displaying a drop-down list of all values.
Moved the Saved Search selector from the Home page to the top tool bar. This allows users to run their saved searches from anywhere.
Made thumbnails a little smaller to fit more on a page

Miscellaneous

Updated Users' "My Account" screen to show options in a more organized fashion.

Issues Resolved

Home

Standard search box was too small after last redesign

Record

Bates stamping page counter variable [PG] did not work correctly

Version 2.62

Home Screen

Changed "Recent Searches" system to a more useful "Saved Searches" system
Allow users to rearrange panels
Allow users to hide and show panels and reset to original layout
Allow users to switch between Thumbnail and List view in panels
Run previously saved searches
Sped up loading of "Last Viewed" Record list

Search Results Screen

Added ability to Save and Delete searches

Record Screen

Fixed issue with Page Queue failing when using it with several pages
Made Notes text box bigger

Version 2.61

Fixed issue with Annotations not saving properly
Added ability to search by Document ID by using DOCID:123 (where 123 is the Document ID in question) in the standard search box
Fixed issue with Linked Field Types not working properly
Fixed issue with Notification links not opening the proper relative URL
Added in ability to customize the Home page

Version 2.60

Added option to turn off Standard Entry
Fixed issue with confirmation prompt showing even after Work Trigger had been saved
Added Reporting Users security option to Users
Added more detail to change logging information and updated report to show the extra detail
Changed Search and Recycle Bin to update Record counts while deleting, purging or restoring Records
Fixed issue with images not displaying properly on all server configurations
Added Multi-Record Tracking security option to Record Types

Version 2.59

Enhanced the Page Queue PDF Download option to reduce PDF file sizes by up to 80%
Fixed issue with mobile devices not being able to click images without dragging
Fixed issue with Home page click on Record not always working
Upgraded the following Data Entry screens to new screen layout

Split
OCR
Index

Upgraded all reports to use the new screen layout
Upgraded Search screen to use new screen layout
Added Merge Records option to Search screen
Added Edit Records option to Search screen
Upgraded Recycle Bin to use the new screen layout

Version 2.58

Upgraded the following admin section to new screen layout

E-Forms List
Users
Teams
IP Limits
NetLabels
Main Options

Fixed issue with Asset Tracking Multiple Record Actions screen not always showing the correct errors
Fixed issue with Field Sorting admin section cancel button not working
Fixed admin Stamp export and import
Fixed issue with Back button not returning to the last search page properly
Added logging to all Collaboration Package logins

Version 2.57

Fixed issue with Retention After Event setting not displaying properly
Upgraded the following admin section to new screen layout

Stamps
Notifications
Field Sorting
Collaboration Templates

Upgraded stamp upload screen to resize uploaded images to under 10K automatically

Version 2.56

Enhanced E-Forms as follows:

Added ability to allow documents to be viewed and optionally annotated inside of E-Form
Added ability to view other E-Forms inside of E-Forms as a linked document
Made E-Form passwords more secure by performing authentication server-side
Made number of rows in Text Area form control configurable

Added ability to view existing E-Forms inside of Collaboration Packages

Version 2.55

Changed Document and Record change logging to reflect when a change is only a thumbnail change and not a meta-data change
Increased performance of the E-Form rendering engine

Version 2.54

Fixed issue with redirection not working properly after public e-form submission
Fixed issue where hidden pages are appearing in e-form when using the "show all pages" option
Fixed issue with e-form fields not moving properly during drag and drop operations
Added ability for public users to optionally annotate a document that is shared through collaboration packages

Version 2.53

Added Collaboration Templates in Admin section to allow for building templates that can be used for collaboration instead of building them from scratch each time
Added ability to automatically create Collaboration Packages within Workflow

Version 2.52

Added more technical information in HELP for SQL Server maintenance
Sped up image view speed and lessened database usage by caching only PDF and Word document pages and not TIFF or other viewable formats since they load fast enough without caching
Fixed issue where Record Notes were showing up in reverse order
Increased efficiency of login page load
Increased efficiency of administrative list pages
Updated Record Type administrative pages to new interface

Version 2.51

Added ability for AUTOID field type to accept prefix and suffix values
Added Linked Option field type to show values from records as drop-down selections in Search and Entry forms
Added Asset Tracking methods (assign, return and request) to REST API
Added custom email option to Work Trigger Actions for sending out emails to internal or external (collaboration) users
Updated the Work Trigger edit screen to make configuration simpler

Version 2.50

Add Collaboration Package feature to allow users to request information of and show documents to external users
Fixed issue with No Access security setting not always working on general searches
Fixed issue with not being able to set passwords via the REST API because of security

Version 2.49

Added download of search data to CSV from the search screen
Added ability for e-form submission to trigger download of an auto-generated template PDF document

Version 2.48

Updated the search screen to be more efficient and to present the data in a more organized and readable fashion
Added "Advanced Mode" to e-form designer to allow a simpler interface for simple forms. Advanced mode hides certain field types and options.
Changed the Record screen's Information section to show notes in a larger panel to make them more readable
Updated the Asset Tracking Multi-screen to perform multiple record assignments, returns or requests without needing to navigate to other screens. This allows for users to carry phones or tablets into areas without network signal (such as large warehouses) but still be able to do multi-record asset management operations. Once the users comes back into network range they can finish the data transfer to the server.

Version 2.47

Updated Work Trigger section to new interface which allow for quicker and easier updating of info and easier viewing of related triggers
Fixed issues with E-Form table not calculating properly
Added calendar pop-up functionality to e-form table date columns
Fixed issue with e-form routing when not supposed to
Fixed issue with Home page not correctly highlighting work items that were coming due in the near future
E-Forms - Added button option to show all pages or one page at a time
Fixed issue with E-Form not loading properly in viewer after another had been loaded
Changed "E-Form" to "Form" for public-facing prompts

Version 2.46

Added notification section to Home page to allow administrators to show messages to users
Added IP Limit function that allows administrator to limit the IP Addresses that can access the server. Anyone not allowed will get a FORBIDDEN error message from the browser.
Added Missing Document Report which shows the Records that are missing 'required' documents as defined in the Record Type edit screen
Removed the Unique constraint on email addresses so now more than one user can have the same email address
Added ability to update one or all matching values in workflow actions

Version 2.45

Increased the speed of the Un-Indexed Records page load
Fixed issue with document uploading causing a revision where revisions should only be caused on the subsequent saves
Fixed issue with e-form Document type fields not working after initial save
Fixed issue with search results columns not showing up because the defined field name was not the same case as the record data name
Fixed issue with inactive e-form being used for workflow step
Fixed issue with logout button not completely logging out users
Changed print queue download to standardize the page sizes and resolutions for better viewing and printing
Fixed issue where clicking into the top search box from the home page would reset the Record Type search form
Fixed issue with PDF creation not always working because of embedding PNG image formats into PDF
Changed Print Queue / PDF Creation to display waiting message while creating PDF

Version 2.44

Added the Designer product as a base feature to and made it available as an installer from the User Account screen
E-Forms - Added User and Team selectors
Changed Importer to include @BATCH value by default
Made the search page's "number of results per page" selectable after initial search
Added Technical Q&A section to help documents
Added Custom Options field type to E-Forms for calling external APIs for drop-down list data

Version 2.43

E-Forms - Added ability to keep specific pages unlocked in a locked form
Added link to IP Address lookup site for each IP address in User Login Report
E-Forms - Added cascading radio buttons, options lists and multi-option lists
E-Forms can now start workflow and auto-complete workflow when saved
E-Forms - Field types can now be changed within the field properties window
Added label with the Base Security setting in the Record Type Security section so it is easy to see how the server is configured when setting up record types

Version 2.42

E-Forms - Added YouTube(tm) field type
E-Forms - Added ability to lock form so no form data can be edited once form is submitted
E-Forms - Added UserName checking to Visible/Enabled rules
E-Forms - Added Internal/External checking to Visible/Enabled rules
Removed Logout Date from login report since it not used any more
Fixed issue with REST API logging separate login for each transaction
Deprecated @WORKFLOW auto-routing method

Version 2.41

Added Electronic Forms (E-Forms)
Added better support for OCR of text-based PDF files in cloud environment
Updated "Please Wait" displays to use more distinct messages
Added option in Record screen to replace document

Version 2.40

Increased allowed document upload size to 50 MB
Changed REST API to allow for document binary Upload at same time as document meta data Save

Version 2.39

Changed storage report to only show document storage size when requested to speed up main report
Added ability to apply output formatting on numeric fields
Changed security so that users without edit rights cannot download information - just view
Enhanced the User import by adding better support for Team matching and assigning
Added more detail to the Record screen and Asset tracking reports to better show the current state and history of assets
Renamed Data Sorting feature to Field Sorting to more accurately state what the feature does
Removed the auto-logout feature due to feedback from users
Fixed issue with home page showing inaccurate "Last Viewed" records on Home page
Fixed issue with "favorite" icon working for web browsers
Fixed issue with Storage Report reporting incorrect document storage value for in-house server
Fixed issue with Record screen showing inactive entry options for users without entry rights
Fixed the incorrect display of "quoted" text in the Record screen fields
Fixed issue with date picker not closing when date fields lose focus

Version 2.38

Added support for displaying multi-line data in entry forms. Entry form will now automatically use multi-line fields for fields that contain more than 50 characters.
Added Requested By and Assigned By to Record screen
Added Requested By and Assigned By to Asset Tracking reports
Changed pop-up entry screens to accept ENTER key to move to the next field. This makes barcode entry and manual numeric entry easier.
Fixed issue with date picker closing when trying to change to next or previous month. This was a problem across all screens in the system.

Version 2.37

Changed home page to show Asset Tracking in list form instead of thumbnails since the records involved in asset tracking do not typically have thumbnails
Changed the return and request methods of multiple asset management to send one email instead per user of one email per asset
Added option to paste bookmarked records into multiple asset management screens
Moved the Notes section above the Record field in the multiple asset tracking screens

Version 2.36

Added page drop down in viewing screen to allow users to get to specific page in multipage document faster
Added 'add to queue' buttons to queue toolbar
Added ability to read single-page JPEG-encoded TIFFs
Document upload in viewer now assigns the currently selected category to new documents
Fixed a problem with field names of "ID" causing search problems
Reserved field names section was added to field naming documentation
Fixed issue with large searches (>10,000 records) timing out
Fixed issue with paging on search results not working properly from a saved search
Fixed issue with large data values (> 900 characters) causing indexing errors

Version 2.35

Changed System Import/Export to not overwrite existing objects and to better merge information
Added ability to assign workflow steps to User/Team dynamically using Record data
Simplified Record Type filtering by using the existing field list for filters instead of having to define a separate filter list
Fixed issue with Batch OCR process to ensure it would always auto-complete the workflow step
Added ability to import users from CSV files in admin
Improved speed of Record Type searches

Version 2.34

Added Category to Documents. Category shows as a pull-down in the document section of the Records page. This allows documents to be grouped together into respective categories for simpler viewing.
Added "Last 10 Searches" pull down to Home page so quickly re-execute your previous searches
Fixed issue with some non-date formats being interpreted as dates. ##-###### was the incorrect format in question.

Version 2.33

Added Bates Stamping

This is available from the Queue feature

Added ability to auto-complete routed records when record, data or documents are saved or deleted

Must have @WORKFLOW = AUTO as data entry in Record for this to work

Re-designed admin Work Trigger Edit screen
Changed LAST SEARCH feature to work with all types of searches - not just test search
Added support for OR searching while doing Record Type searches

Search must include " OR " (no quotes) between terms - i.e. Last Name = "Smith OR Jones"

Fixed problem with search results pager not working properly
Fixed document Zoom Height and Zoom Width so they show at the proper zoom levels

Version 2.32

Added barcode scanner support to asset tracking screens
Added hot keys support to Indexing Automation split screen

Arrow down to select page
Arrow right to split all pages from here up to Record
Enter to complete splitting
Arrow left to Undo last operation

Added Export and Import of multiple configuration sections in one operation

Version 2.31

Added ability to split pages by count in the Indexing Automation split screen

Version 2.30

Added work trigger name to Work Item reports
Added link to the Record to Work Item Reports
Added drag and drop re-ordering to admin Data Sorting screen
Added routing support to Importer Service

Version 2.29

Added Indexing Automation
Changed Record Type to include automation screens

Version 2.28

Added Queue to Record page for individual page print, download, export and email
Added Zoom In and Zoom Out feature to document viewing

Version 2.27

Annotations added to document viewing
Added ability to sort documents in Record page by dragging and dropping thumbnails
Default focus to Name field in scanning interface

Version 2.26

Fixed issue with record notes not displaying properly (HTML encoding)
Changed COLD document download to an image instead of the COLD text file data
Changed work item notifications to send to teams as well as users
Added Import / Export to Templates
Added red thumbnail highlight of viewed document in Record screen
Converted document viewing to HTML 5 CANVAS element instead of an Image

Version 2.25

Fixed issue with date and numeric value checks not always working properly
Fixed issue with apostrophe breaking the Record page display
Added user/team security to Record Type
Limited entry screen options to those I have Write access to
Limited search screen options to those I have Read or Write access to
Limit Record Type searches to only showing those records in that type
Show better search description
Changed standard record entry (no Record Type) to a popup instead of going to new record screen

Version 2.24

Fixed issue with the database trimming the field option values
Updated Record save to batch all data elements into one save transaction for efficiency
Converted Record save to Ajax instead of reloading the form
Scanned documents in Record screen will automatically show after scan complete
Added scanner selection option in scanning dialog
Added support for non-English characters - specifically Chinese and Spanish

Version 2.21

Added REST API interface for integration with other systems

Version 2.20

Added option to force password change on next login for user account
Fixed Issue - Document routing no longer fails from Record screen

Version 2.19

Added support for external Electronic Forms
Added Print Queue to Record screen that allows users to select individual pages in documents to print or download as PDF
Implemented more efficient record searching algorithm
Changed image loading to happen only when images visible on page to speed loading
Added record count in search results screen
Added Regex trigger matching on Work Triggers
Fixed issue - Open database errors are now fixed for SQLite

Version 2.17

Completed conversion to cloud service so docMgt can now run locally or in the cloud
Fixed issue - Asset Tracking now finds the proper Records during Assign and Return operations
Fixed issue - Editing Record data in table view now works properly on Chrome and mobile browsers

Version 2.15

Added support for Revisions in API calls (for docMgt Designer integration)

Version 2.14.0003

Added ability to route individual documents
Added document properties to the work trigger filters
Added support for storing and retrieving other currency types (based on current computer culture settings)

Version 2.14.0002

Fixed issue with data values coming through API not being formatted properly

Version 2.14

Added ability to route individual documents through work triggers

Version 2.13

Fixed broken link from admin screen to Work Triggers page
Fixed numerous spelling and terminology errors
Added online help to web interface
Added PDF help to output folder from installer

Version 2.12.0004

Updated PDF/Word document processing

More efficient
Better page rendering

Retention Processing Added

Configure retention based on Record Types
Automated Service processes retention rules

Take Offline - copy record data and documents out to folder as CSV/Documents
Delete - Delete Record and Documents with un-delete capability
Purge - Delete Records and Documents permanently without un-delete capability

Notification Processing added

Notification emails sent based on:

Work trigger due dates
Record date values

Record Type can now be matched based on field names only

Allows for defining record types based on the names of the fields and not on the content of the fields

Installer stops service on un-install and upgrade to prevent reboot

Version 2.10.0001

Asset Management added

Assets can be assigned to users for tracking purposes

Deferred loading of thumbnails in Record view to allow for faster page loading
Work item checking deferred until after page load to make all pages load more efficiently
Auto-ID field added to allow for unique field value capability

Uses the internal ID as the field value automatically

Version 2.09.0002

Private record notes added
Improved phrase searching capabilities
Changed Record view page to show full document view
Allow admins to Export/Import certain definitions

Record Types
Work Triggers
Data Filters

Improved installer

Configure Web site
Setup database
Allow for storing documents outside of database