Release Notes – Version 4.07

Release Date: 2022-11-05

New and Updated Features

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

• Admin
  • Config Manager – Added ability to have config manager load from personal online libraries
  • Record Types – Added button to create  and download a sample Importer config file for current Record Type
  • Added “Save and Close” logic to Record Types, Custom Variables, Notifications, Users, and Teams screens
  • Record Type Security – Renamed security types for clarity
  • Record Type Fields – Added option to color code fields based on their values
  • Added CTRL-ENTER hotkey for Save and Close in all admin edit screens
  • Added filtering by header on screens with identifier icons
• Workflow
  • Auto-Classify – Added more logging to know how classification break was made
  • Updated all rules and actions so selecting a field from field selector fills in its default value if available
  • CSV Line Loop – Added CSV Line Loop action to loop through CSV file and run actions for each line
  • Set Temp Record – Added option to set TEMP record as Active or Alternate Record
  • Added DMTempValue action to update in-memory variable for temp processing
  • View – Completed support for “E-form Only” view mode which shows E-form full screen and hides footer buttons
  • Deferred Auto-Split – Have V4 split screen load breaksheet splits and apply Machine Learning indexing during save
  • Line Item Looping – Added rules to line-item looping to allow selectively operating on specific line items
  • Create Text Document – Removed limitation by file extension
  • Buttons – First button added to trigger will now have its “Default Compete” option set ON
  • Auto-Split – Updated Auto-Split action to not create new record if only one item is being “split”
  • Added ability to filter workflow lists by Record Type
  • Changed Auto-Split Custom Split Rules to not need any entries in order to replace existing rules
  • Added Deferred Processing option to Run Action Set action
  • Added Deferred Processing option to Search and Run Action Set action
  • Apply Annotations action – Added support for applying Stamps as images by reference or by name
  • Apply Annotations action – Added support for auto-sizing images using Width/Height = 0 
  • Added “Merge Existing Document” action that will take an existing DOCX, PDF, or XLSX document and merge data into it as programmed
  • Added “Search and Run Actions” action type. Similar to Search and Run Action Set but you do not need to define an action set.
  • Added ‘Prompt for Signature’ option to workflow buttons
  • Added more control over which document is shown when work item loads
  • Added split screen option to show 2 documents at once when opened
• E-Forms
  • Added option for V4 to display pages as tabs
  • Time Field – Added option to save value in 12-hour or 24-hour format
  • Added variable replacement for table scan/upload Cat, SubCat and Name values
  • Removed default 100% width for image fields
  • Updated “https://serverurl/form/name/id” URL system to support custom E-form names or ID #s for the id parameter
  • Added option in E-form to not show workflow buttons when viewed in workflow context
  • Added reCAPTCHA support to V4 E-forms
• Variables
  • WFUSERS – Return info on users who have workflow assigned to specified record
  • REGEX – Added support for multiple matches
  • OCRDATA – Set default of full page if no X|Y|W|H is specified
  • OCRDATA – List of words are now returned with line feeds to enhance parsing options
  • DMTEMPVALUE – Added in workflow only to read the in-memory workflow value
• Search
  • Added ability to search for Records where Documents have been Added or Changed within date ranges
• Add-Ins
  • Updated the loading spinner for embedded Add-Ins to a fresh look
  • Added Deferred Actions which will run in an offline process (best for long-running processes)
  • Added support for accessing Document during Add-In processing. Open document in viewer is sent to Add-In process.
  • Record Add-In now returns to previously opened Document after running and refreshing Record screen
  • Add support for allowing Add-Ins to run on multiple (checked) documents from viewer
• Viewer
  • Changes pinch zooming to be less aggressive
  • Changed Zoom Out to stop before image gets too small
  • Changed viewer to show documents full screen on small devices
  • Changed E-from button for updating template to be a drop down to save space on small devices
  • Added HI-RES viewing option that loads documents in higher resolution but with slower loading
  • Changed view to hide split screen option on small screens
  • Added IIF file support as Text document
  • When OCR process is done the Record header data refreshes automatically to show any value updates done within workflow
  • Added option to load first document when record loaded
  • Added option to show PDFs inline using locally installed application such as Adobe Reader
  • Added ability to sort the document list in the view. This is saved across sessions in a local cookie.
  • Added options of which columns to show in document list
  • Changed screen to show the text on footer buttons as much as possible during workflow operations
  • Increased size of annotation property text box
  • Viewer now updates the Page Number selection as user scrolls through pages of Document
  • Added data Annotation click to show the name and value of the annotation
  • Added check to see if document being uploaded is empty (0 bytes)
  • Added view resize control to split screen mode so users can customize the size of each document view
• System
  • Adjust Please wait dialog for smaller screens
• Licensing
  • Updated premise licensing to show more DEMO info if running system in demo mode
• Collaboration Portals
  • Make Download and Print options available in list so users don’t need to open documents first
• Public Search
  • Updated viewer screen to be simpler
  • Added setting to control the title of a Record in the public search screen
• OCR
  • Increased accuracy of 3 of 9 barcode reading
  • Added more logging to OCR process
• Office Integration
  • Added logic for auto login when users open a document directly from the server. This avoids them having to enter their username/password every time.

Fixes

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

• Admin
  • Cannot login as another admin user from user admin list
  • Having exactly 50 Record Types causes admin loading loop
  • Record Type Admin – Typing into the Auto-Populate or Link Limits fields causes field to lose focus
  • Drag and drop operations can cause items to disappear if parent is dropped into child
• Workflow
  • Create Text File – If filename left empty then no name is used for file and no extension is set
  • Auto-Index region not showing all of landscape page
  • Search And ? actions not honoring CTR variables in Update section – i.e. [LINECTR], [DOCCTR]
  • Auto-Split / Auto-Classify – Definition screens are not saving the multiple lines of breaks separately so entering more than one break code (multiple lines) results in no splitting
  • Workflow stops advancing if a Document is routed and then gets deleted before workflow is completed
  • V3 manual indexing would not carry invoice values with it
• E-forms
  • Table Upload/Scan not working when table in container
  • Fields set to load values from record data not always blanked out if value in record is blank
  • Moving between documents with the same E-form template does not trigger “loading e-form” message
  • E-forms not showing in toolbar when Record Type has entry rights but marked to not show in entry list
  • E-forms load in public interface even when not set for Public
• Search
  • Searching for Record by Doc Cat, SubCat and Name returns by Cat, SubCat OR Name (not AND)
  • Global Search button in toolbar not visible to all users
  • Compare Mode date fields not showing proper field selectors
  • Search by Document ID in search box (docid|#) not working
  • Using “Open in New Window” causes “null” or “NaN” error when record loads
• Viewer
  • Classify panel – Large thumbnail size not working
  • Hidden documents still being acted upon with multi-select options
  • Manually using ‘Record Split’ panel while in workflow makes next workflow item show in ‘Record Split’ view
  • Created Date not showing in Document list
  • Editing a Category from blank value to another value moves ALL documents to new Category
  • Editing a SubCategory from blank value to another value moves ALL documents in same Category to new SubCategory
  • “Download Documents” routine not naming files correctly when there is a conflict
• Login Screen
  • Extra > character showing in footer notice
• V3 Viewer
  • Viewing large PDF with inline option turned on still causes pagination
• Collaboration Portals
  • Portal Edit – Allow Download option not working
  • Portal – Download / Print buttons not showing
• Premise Servers
  • Saved search “Share” link not returning the correct URL if running server from Virtual Application
• Entry
  • Raw entry fields out of alignment on large screens
• OCR
  • Final status updates not getting saved to OCR Results