by Brad Vossler | May 30, 2017 | Release Notes
Version 3.10 Release Date: 2017-06-10 New and Updated Features Search 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...
by Brad Vossler | Apr 29, 2017 | Release Notes
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...
by Brad Vossler | Apr 8, 2017 | Release Notes
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...
by Brad Vossler | 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...
by Brad Vossler | Feb 24, 2017 | Release Notes
Version 3.06 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...
by Brad Vossler | Feb 11, 2017 | Release Notes
Version 3.05 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...
