Release Notes – Version 3.08

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 indexing screen larger for easier entry
  • Hiding thumbnails when there is only one page
  • Redesign screens to make options easier to see
  • Made indexing panels collapsible. Will remember settings between sessions.
  • Made option for where to go after indexing complete.Will remember settings between sessions.
  • Removed prompt that asked to load next item
  • Removed prompt that asked if user was sure they were ready to save
• Record
  • Changed scanner control to use drop down selectors instead of radio buttons
  • Added more logging to scanner control
  • Changed PDF to Image conversion to new system
  • Auto-creating first 20 pages of thumbnails in PDFs on first view
  • Moved Classify option into document menu instead of button
  • Added hot keys for zooming
    • Ctrl-Insert = Zoom In
    • Ctrl-Delete = Zoom Out
    • Ctrl-Home = Zoom Height
    • Ctrl-End = Zoom Width
  • Added link to Workflow History Report for reporting users
  • Added support for XPS document type
• Search
  • Hide paging buttons when delete reduces results to 0
  • Added option to view thumbnails of documents in search results – clickable directly to the proper document in the Record screen
• Recycle Bin
  • Hide paging buttons when delete reduces results to 0
• Home
  • Added “Advanced Search” button that toggles the display of advanced search fields
• OCR
  • Added TXT and COLD files to document types that can be OCR’d to enable full text searching of those document types
  • Changed PDF to Image conversion to new system
  • Changed OCR word extraction/save to format values for better search support and handling of date and numeric data
• Branding
  • Added favicon support
  • Added ability to change page title name and layout
• System
  • Set default values for log retention to:
    • Logins = 12 months
    • Object Changes – 12 months
    • Page Cache – 6 months
• Overlay Templates
  • Updated admin interface
  • Added Record Type association
  • Added ability to add extra spacing vertically or horizontally at specified locations
  • Added support for multi-page cold files / template support
• E-Forms
  • Changed E-Form save sequence to route new E-Form after all documents from the form have been uploaded

Fixes

• Workflow
  • Email not working properly for cloud sites
• Record
  • Email not working properly for cloud sites
  • Please Wait dialog closes before page is loaded
• Indexing
  • Thumbnails directive caused errors in browser
• Search
  • Search results count not updated properly when deleting all records in search
  • Grid computations not rounding properly
• Reports
  • OCR Results Report would fail when trying to export
• Portals
  • Images not sizing properly when browser size changes
• E-Forms
  • Labels with calculations did not work after form was saved
• Overlay Templates
  • Fixed misspelled word in template form – Leading (Leding)
  • Page number not being used in template find algorithm
• Merge Docs
  • Merge fails when images do not have ALT text – due to image replacement logic