Release Notes – Version 3.05

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