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Release Notes – Version 3.07

by | Mar 19, 2017 | Release Notes

Version 3.07

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
    • Search
      • 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
      • Login token was not working for Home page
    • 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