Release Date: 2019-12-21
Highlights
This is a brief summary of the most noteworthy new features
Streaming Media – We have added support for streaming Audio and Video files. The system supports MP4, WEBM for video and MP3, WAV and OGG for audio.
OCR– Cloud users will notice a major improvement of the OCR accuracy due to an upgrade of our cloud OCR systems. The new OCR is faster and 80%+ more accurate than our previous OCR.
Document Sharing – We have added the ability to share individual documents externally without requiring passwords. Access to this feature is controlled at the server level and the Record Type level.
Record Screen Overrides – The Record Screen panels can now be controlled by Record Type settings much the same way as can be done in Workflow. You can have the Record Screen hide/show/expand/collapse panels based on the Record Type. You can also control some viewer options such as full width view, open first document and more.
Security– We have updated our password security to using SHA-256 with a stronger SALT value per password change. We also added the ability to time out users by logging them out after N minutes of inactivity (configurable in Admin screen).
Workflow
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- Added the ability to do variable matching using LIKE patterns. This enables workflow triggers to match not only on exact matches and ranges but also Starts With, Ends With and Contains logic.
- Added was a series of enhancements to the Indexing Automation engine including REGEX and LIKE patching as well as zonal regions for Split and Classify actions
- Added specific filter options for checking on a Record’s OCR, Split, Classify and Index status
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New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
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- E-Forms
- Added QR Code support to the Bar Code field
- Added logic to E-forms that skips required field checking if workflow button option is set that way
- Added more icons for forms
- Added option to file upload field to have it take pictures when loaded in a mobile device
- Changed Sketch field to not put border and sizing images around free hand field when drawing
- Added option to Sketch for making the delete button delete all annotations and not just the selected one
- Added refresh to e-form list when e-forms are saved during edit
- Now allow new e-form to be saved, edited and tested without closing
- Added ability to hide/show/enable/disable based on work triggers (in workflow at all or in workflow by trigger name)
- Added the ability to multi-select fields and set properties on all at once
- Added Password field type
- Added option to require double entry on Text, Password, Phone and Email fields
- In Admin mode, added E-form name to the browser title
- In Admin mode, added Save to Record identifier to the field header
- In Admin mode, moved File Upload field’s Category and Name properties to the general section
- We now Allow Sketch pad Image URL to be computed with local variables
- Added setting for field height
- Added settings for adding padding between fields (Field Spacing) at the Form, Page and Field level
- Set Default Max Width of images to 500px by default
- Added option to filter user list by static value or dynamically using form values
- User field – Use static values and variable replacement for team limit
- Added variable support for button text
- Added custom icon capability to buttons
- Added custom formatting to Radio button options when loading from linked field
- Search
- Changed Merge Records logic to order documents according to the order of the Records that were merged. This stops documents from mingling with existing documents in the same categories.
- Moved the Full Text search field in the same section as the normal fields instead of Advanced
- Allow Full Text Searching of Record and Document notes
- Added custom field support to Record Type search screens
- Header – CTRL-Click on Last Added to go directly to the last added record when doing Record Type search
- Rearranged the multi-select options
- Moved Add-Ins to their own button
- Added option to open all checked records in their own window
- Added options to sort by Date Created and Date Changed
- Removed browser history markers when changing settings so BACK button takes you to previous page
- Admin
- Added alert to User properties when email address invalid or when passwords don’t match
- Added Inactivity Logout Minutes setting to auto-logout users after periods of inactivity
- Added Record Screen/Panel Overrides
- Added ability to filter on the Workflow Rules and AddIn Rules drop downs
- Added # Users/Teams badge to trigger Assignments panel
- Removed references to old admin system
- Added multiple team adding option
- Viewer
- Added support for streaming video (MP4, WEBM) and audio (MP3, WAV, OGG). Note that IE 11 only supports MP3 and MP4.
- Category check box now shows checked if all docs checked using the Check All Documents option
- Changed Document list in viewer to show more practical information
- Split ‘Download Document’ button into 2 buttons – ‘Download Document’ and ‘Download Document as PDF’
- Updated document drag and drop to be able to drag documents between categories
- Using CTRL CLICK on a word in the full text (OCR) view panel will perform a search across the system for that value
- Using CTRL-SHIFT CLICK on a word in the full text (OCR) view panel will highlight all of the same words on the page
- Added option to password protect documents that are downloaded as PDF
- Added option to share documents externally
- Made OCR text viewable for mobile devices
- Added ability to view document full screen
- We are now compressing PDFs when downloading with/without annotations and also when printing
- Added option to check all pages in document
- Now hiding ‘Rebuild’ button unless thumbnails are shown
- Using CTRL-SHIFT-A will check / un-check all pages if thumbnails are shown
- Record Screen
- Added scrolling and panel sizing to the Linked Records panel
- We now show up to 200 records per linked record type
- Added workflow reporting options to workflow drop down menu
- Made Standard entry accept TAB at last field to add new field to entry list
- Added support for screen/panel Overrides from the Record Type admin
- Updated User List field to be able to show deleted user if that user is the current value in the Record
- Removed browser history markers when changing settings so BACK button takes you to previous page
- Added direct link to specific page number of document
- Workflow
- Added option to allow button click to skip required field and field balance check options in normal viewer
- Added @SPLITOFFSET variable to split routine that increments for each split found
- Updated value checks to be able to use LIKE logic with ?, # and * operators
- Auto-Split – Added LIKE and REGEX support to find split terms
- Auto-Split – Added zonal capability to define where to find split term(s)
- Auto-Classify – Added LIKE and REGEX support to find classification terms
- Auto-Classify – Added [MATCHVALUE] variable support when setting the Category and Name of the classified documents
- Auto-Index – Added full indexing definitions to workflow action which removes requirement of using Record Type field definitions
- Added ability to edit custom email action HTML source
- Added Document Context Switch action
- Added more icons for buttons
- Added variable replacement logic to the workflow “Launch Web URL” action
- Updated Field Selectors to set values to configured field defaults
- Updated Workflow Cancel action to be able to cancel ALL items active for Record
- Added option to lay out merged documents (images) in grid
- Add-Ins
- Added Workflow Cancel action
- Variables
- Added way to refer to a data value that conflicts with a reserved variable – use [(DATANAME)]
- Make field multi-line in variable testing window
- Updated DMGET to be able to extract specific fields
- Updated Count, Min, Max, Sum and Avg to use JSON collections
- Updated JOIN to be able to use case insensitive variable names
- Added REMOVE operation that removes all matching string values from incoming value
- Updated ALPHANUM, ALPHA and NUM variables to be able to supply the value with which to replace the non-conforming text
- Added REPLACEEXT which replaces multiple strings in one operation
- Added CONDENSE which replaces multiple spaces, tabs, lne feeds and carriage returns with a single space in strings
- QuickBooks
- System now processes all workflow items per cycle. Previously the system processed 100 items at a time when syncing with QBWC.
- Indexing Automation
- Classify – Set panel height to match the thumb size
- Classify – Set header colors to match the Record Type definitions
- Classify – Added ability to drag multiple pages at once
- Classify – Added ability to check multiple pages quickly and easily
- Index – Updated Notes display to be able to present multi-line notes
- Index – Added ability to rubber band columns of data for line item indexing
- Multi-Tenant
- Added link ability to manage multiple domains within the interface
- Added check box to billing report so user can check sites off as they do billing or reviews
- Added option to display billing report grouped by customer
- Added site count to billing report
- System
- Updated the premise system to work properly when using reverse proxies and centralized SSL certificates
- Upgraded the front-end JavaScript library
- Upgraded password security to SHA-256 algorithm with stronger SALT value
- Now Logging AD validation errors to event viewer
- Record Preview
- Preview window now closes after opening record in new tab
- Updated document list to be broken down by category
- Now showing all pages of documents – not just the first page
- Users can now Ctrl-click on a page to go directly to that page in the viewer
- Toolbar
- Added version release date to support dialog
- Change drop zone to the ENTRY option instead of the entire header
- Standard Entry Dialog – Made Standard entry accept TAB at last field to add new field to entry list
- Updates variable testing display to show multi-line values
- Record Preview
- Added Document Shares report
- Inline Importer
- Changed logic so document imported without specific names will default to the file name without the extension
- Data Views
- Added linked field Display values into Data Views
- E-Forms
Fixes
This is a list of the issues we fixed since the previous release
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- E-Forms
- Signature fields do not show required highlight
- User/Team checks for Visible/Enabled do not work in all combinations
- Admin
- Google auto-complete causes admin lists to appear empty by auto-populating the search field inadvertently
- Workflow list (cached) does not update after changing workflow order
- Follow up action Search/Replace not honoring Record Type selection
- Work Trigger Action Filter not showing record types in Search filter
- Line item field Option values not saving in the Admin screen
- Viewer
- Word highlights don’t turn off if the mouse is moved too fast when viewing OCR
- Last searched words are highlighted even if the record is not being loaded from search
- Rebuild document shows error after completion on systems that have NO ACCESS as base
- Rebuild document does not update thumbnails correctly
- Workflow “Edit Trigger” button shows for non-admin users
- Option to show document thumbnails is toggling the page thumbnails and not the document thumbnails
- PDFs not opening if they have a slight issue with layout
- If PDF page count is < 0 then PDF is not viewable
- Record screen scrolls between document views
- Viewer buttons wrap incorrectly when certain document types are loaded
- Browser Console Error
- Invalid X-Frame-Options header setting showing in the console error list in the browser
- Browser errors occur when loading site after having been logged in previously as another user
- Record Screen
- Linked Records not working for more than the first Record Type
- Documents
- Revisions not always being saved for documents
- Indexing Automation
- Indexing – Date formatting not applied properly during indexing
- Classify – Pages without Cat/Name are showing in panel below instead of on top
- Split – ‘Follow Record’ options do not work
- Bookmarklets
- End user Bookmarklets page errors out on load
- Home
- Clicking on a list-based item does not open record
- Panels based on Saved Searches do not always show in columns as they should
- Workflow
- Document-level variables returning wrong information from Extract Data Action
- Annotation Add action not positioning annotations properly
- Annotation add action not allowing negative for LEFT and TOP
- Cannot lock e-form in workflow
- System
- Bar code reading identifies invalid Code128 values
- Base server URL not correct for instances where an IIS Application is used
- New entry form shows gray boxes on right when not needed
- OR Searches with more than one option fail
- Variables
- Cannot perform replacement on variables deep inside JSON structure
- NEWLINE does not handle empty parameter at all
- JSON objects still being removed if in middle of string
- Record Preview
- Preview can fail if data is not loaded in time
- Created and Changed dates are JSON date strings
- Reports
- Storage report error when data set too large
- Scanning
- Error when typing into Category field if no categories or document names defined
- ClickOnce
- Microsoft Edge prompts for ClickOnce plug in when it doesn’t need one
- Calendar Control
- Calendar gets lost behind scrolling window panels
- OCR
- Memory usage too high when splitting PDFs into images
- Toolbar
- Search drop down misaligned for non-admins
- Preview
- Dates showing in JavaScript notation
- Search
- Totals line at bottom of search page includes line item values
- E-Forms