Release Notes – Version 3.42

Version 3.42 Release Date: 2021-08-21   New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Record Updated the design of the Document Clipboard panel Full Text Editor Updated options to not...

Release Notes – Version 3.41

Version 3.41 Release Date: 2021-07-03   New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Workflow Barcode reading engine has been updated Added option to select which barcode types to read...

Release Notes – Version 3.39

Version 3.39 Release Date: 2021-05-22   Highlights This is a brief summary of the more noteworthy new features  Invoice Processing using Machine Learning – We have added a new Machine Learning-based Invoice Processing system. Simply send non-indexed...

Release Notes – Version 3.38

Version 3.38 Release Date: 2021-03-13   Highlights This is a brief summary of the more noteworthy new features  Simplified Document Editing with Integration Tools – We have updated our Integration Tools (previously Integration Add-Ins) to work even better...

Release Notes – Version 3.37

Version 3.37 Release Date: 2021-01-16   Possible Breaking Change This version changes the way table columns are being saved to the record. Previous to this version if you had a table that was set to “Save to Record” then the footer from the columns...

Release Notes – Version 3.36

Version 3.36 Release Date: 2020-11-07 Possible Breaking Change This version changes the way Collaboration Portals work. If you are using Collaboration Portals you will need to take some extra steps after the release to ensure your portals continue to work properly....

Release Notes – Version 3.35

Version 3.35   Release Date: 2020-08-29   Highlights This is a brief summary of the most noteworthy new features Record and Document Locking – We have added the ability to lock and unlock Records and Documents via workflow. This allows you to lock a...

Release Notes – Version 3.34

Version 3.34   Release Date: 2020-06-27   Highlights This is a brief summary of the most noteworthy new features DocuSign Support – We have added integration with DocuSign. This integration will allow users to send documents for signature and have them...

Release Notes – Version 3.33

Release Date: 2020-04-25   Possible Breaking Change We removed the “DAYSUNTIL_X” and “DAYSSINCE_X” built in self-computed fields. If you still need those computed fields you can make them now using our standard computed fields technology....

Release Notes – Version 3.32

Release Date: 2020-02-08   Possible Breaking Change The Retention system is being overhauled with this release. We have removed the OFFLINE action type and replaced it with a BACKUP QUEUE action type. In the old OFFLINE action type the system would copy the...