Release Notes – Version 3.05

Brad Vossler

9 years ago

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 types
- Added ability to compute the number of Years, Months, Weeks, Days, Business Days, Hours, Minutes or Seconds between two dates
- Added business days ability to function that computes new date from a date and a time span
E-Forms
- Added Thumbs Up and Thumbs Down as available form icons
- Updated E-Form designer to allow drag and drop of multi-option fields from Record Type field list
REST
- Added Reporting property to User object in REST interface
- Added PageNum and NumPerPage to Work Item call
- Updated login to better security method
- Added new token login for passing session into docMgt UI from external applications
- Added workflow call (rest/workitems/newest) to get the work items in newest-first order
Record
- Added ability to automate data entry on Record screen with other applications
Record Types
- Made Add buttons bigger and easier to click
- Added support for Multi-Option fields as check boxes
- Expanded Required Documents feature by allowing for documents to be required only if a field is set to a specific value
Indexing Automation
- Added workflow user option buttons to Indexing Automation screens
- Added support for Multi-Option fields as check boxes
- Added support for Microsoft Word documents (DOCX) in the Indexing Automation system
Browser Scan, Browser Importer and NetLabels
- Updated login to better security method
- Increased speed of upload
- Configured logging system to use standard methods and locations
Collaboration
- Added in option to have required documents not show up in the portal if they already exist in the Record
- Added functionality where whenever a portal is loaded it checks to see existence of required documents
- Added “Portal Complete” message if portal is opened with no tasks remaining
Toolbar
- Changed log out button to a user information drop down menu that allows for more than just logging out
- Changed layout of toolbar to show more information
- Changed layout of mobile toolbar to make things clearer and simpler
- Changed Help button to a user information drop down menu that shows custom support information
Branding
- Changed login page link to not open new window if opening a mailto: link.
- Created an Ad Rotator system for the login page that allows you to have rotating, hyper-linked content in right panel
System
- Updated 3rd party modules and components for security and performance concerns
NetLabels
- Added extra logging to know how many labels were sent from docMgt to NetLabels for printing

Fixes

Favorites
- Fixed issue with not being able to set favorite when someone else has a favorite set to that same Record
Home
- Fixed issue where “close” button on Record Type search only worked if you clicked directly on the X.
Record
- Fixed issue with Read Only rights not deactivating fields
- Fixed issue with document thumbnails not always showing up
- Fixed issue where document order not always correct when > 25 documents in Record
- Fixed issue with linked values not populating if the linked Display and Value fields were not the same field
- Fixed issue with field search button not working
System
- Fixed issue where changes to custom fields and controls were not always reflected in the UI without a browser refresh
REST
- Fixed issue with authenticating to REST while logged into site
E-Forms
- Fixed issue with the query string variables not auto-populating forms on load
- Fixed issue where having multiple Record-level tables in the same form caused data from tables to mingle
- Fixed issue where having multiple Document-level tables in the same form caused data from tables to not save properly