Version 3.00 / 3.01
Brand New Interface – The entire interface was updated for V3.00 as well as added features and updates.
New and Updated Features
- Branding
- Added ability to brand the system by specifying colors, graphics and logos
- Tool Bar Changes
- Added speech-enabled searching from top tool bar (Chrome only at this time)
- Moved Importer under the Admin menu option
- Added Dashboard option to tool bar
- Added workflow summary graphs as a pop-down in the tool bar for all users
- Added Favorites as a quick option in the header so users can see their favorites without having to go to the Home screen
- Workflow
- Added Workflow Manager right in work trigger edit screen. This allows users to manage workflow at the step/trigger level.
- Added merge variables for workflow manager information
- Added option to select trigger by Record Type
- Added drop down of option field values when using an option field in trigger editor
- Added ability to key on and update document data values – not just Record data values
- Home
- Added ability to search within workflow records
- Changed search screen to be a floating box instead of in a panel
- Change method for re-arranging the Home panels
- Changed Bookmarks to Favorites – name change only
- Search
- Added speech-enabled searching from top tool bar (Chrome only at this time)
- Added sorting option on search results screen
- Added option to see and alter your last search from the results screen
- Added “Load More” option at bottom of results when results are more than one page
- Ctrl-Click on record in results screen will check it on
- Record Screen
- Added ability to search for document by full text (OCR text) while within a Record
- Admin
- Added shortcuts to the admin panel to get to more screens with less clicks
- E-Forms
- Added ability to submit more than one field with the same name
- Reports
- Added option in User report to show all rights for user
- NetLabels
- Increased the maximum batch print size to 100 labels
- Miscellaneous
- Added “Save” and “Save and Close” in most screens that make sense
- Removed system version from user screen
- Speech Recognition
- Added the ability to use speech recognition in the tool bar search field
- Speech capabilities include:
- Search for records
- Load administrative screens
- Load workflow reports
- and more…
- Record screen also includes the following speech commands
- Refresh data
- Write and Dictate Record notes
- Perform asset management including Assign, Request, Return and Print Labels
Fixes
- Workflow
- Fixed issue with Merge Document action not always working
- Home
- Fixed issue with page not being centered on mobile devices
- Record Screen
- Fixed issue with thumbnails having wrong annotations
- E-Forms
- Fixed issue with submitting form getting a prompt from the browser before moving to next screen
- Reports
- Fixed issue with Missing Documents Report not working properly
- Miscellaneous
- Fixed “Force Password Change” feature
- System
- Fixed issue with dates no being properly formatted for non-US cultures