Release Notes – Version 3.07

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
• Record
  • Redesigned the form generation list screen
  • Added ability to save generated word template document as PDF
  • Made downloaded PDFs smaller and cleaner from print queue
  • Added a “Convert to PDF (Burn Annotations)” option in document menu
  • Changed display caching so changes to pages will be reflected sooner in the display
  • Changed Full Text panel to automatically load when page loads
  • Made entire panel title row click-able to expand/collapse each panel
• REST
  • Added template merging to the REST interface
  • Added AuthTest to Security controller
  • Added call to get work items for a specific trigger
  • Added POST methods for Workflow completion
  • Added Defined Documents list to the Record Types that are returned
• Reporting
  • Added QuickBooks Sync Report
• Search
  • Added link to open Asset Tracking container location information from search screen
  • Added ability to scan from Search Results screen
  • Added Calculations footer to search results grid. Footer calculates max/min for date and max/min/sum/avg for numeric.
• System
  • Changed the design of the Please Wait dialog
• Record Types
  • Added all default values to new Record Type for Records per Page, Grid and more.
• Main Options
  • Added “System Clean Up” section that allows for configuration of how to clean out logging data
• E-Forms
  • Changed image upload control to standard control
  • Changed table behavior to set default values in rows
  • Changed table behavior to format numbers in rows to decimal places when loading saved form
• Branding
  • Added standard image upload control to all image elements
  • Added options for customizing Please Wait dialog colors
  • Added options to customize the panel header buttons separate from the normal buttons
  • Changed Reset button behavior to not save the defaults but to just load them into the screen
• Indexing Automation
  • Changed save logic to remove blank line items
  • Added the Account header field for QuickBooks field mapping
• Installer
  • Updated Scheduled Tasks to run every 5 minutes by default
• Notifications
  • Changed look of Notifications to better match site design
• Administrative Alerts
  • Moved administrative alerts into Dashboard display
  • Color coded the alerts based on priority
• Overlay Templates
  • Added Font Name option
  • Added Font Color option
  • Added Kerning (spacing between characters)
  • Added Leading (spacing between lines)
  • Updated interface with easy preview
• Home Page
  • Added form URL parameter to auto-show search form by record type name or id

Fixes

• Record
  • Using the OCR option for multiple documents only performed OCR on one of the documents
  • Bates values not being cleared out between downloads
  • E-Form generation speed issue
  • E-Form issue with showing thumbnails when not required
• Workflow
  • Problem that prevented document merging from working inside workflow
  • Email generated was not properly formatted
  • Minor display issue with “Select Team(s)” not showing last parenthesis
  • Minor display issue with Follow Up Actions panel not displaying fields properly
• Indexing Automation
  • Deleting a line item did not update the totals
  • Larger dollar amounts displaying in scientific notation (i.e. 1235678E+3)
  • Linked values were not populating when loading a previously-indexed Record
  • Issue prevented rubber band indexing when page rotated
• Reporting
  • User Login Report issue where the “Login Date To” field value was not being honored in the report query
  • Records Not Active report now shows Records that were never assigned
• Office Merge
  • Merge issue when merge document had incorrect rule logic
• OCR Results Report
  • Display issue on report where an error adding the document to the queue did not update the status text to show that it had an error.
• Installer
  • Installer did not remember the following settings during upgrade
    • Database Type
    • OCR Selection
    • Retention Selection
    • IIS Settings (IP, Port and HOSTHEADER)
• Integration
  • Login token was not working for Home page
• Portal
  • Resize event not computing window size properly
  • Single page view for images not working
  • Variable replacement was not working on Name and Instruction fields
• E-Forms
  • Improperly formatted Phone and Email fields were not being stopped unless marked required
  • Public forms with custom URLs did not always work when more than 25 forms existed in the form library
  • Bad REGEX expression validations did not stop form from saving
  • Numeric fields were allowing special characters _  > and more
  • Signature pad not working properly on mobile devices