Version 3.09
Release Date: 2017-05-06
New and Updated Features
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- Record
- Updated Record screen to be able to organize documents with multiple categories easier
- Changed Record to not ZIP single document downloads
- Changed Record to allow option to ZIP documents when emailing
- Added Email button to document view tool bar
- Change Sharing menu icon to Print in tool bar
- Hide OCR panel when viewing E-Form (which cannot have OCR)
- Changed Edit menu option to Edit button
- Portals
- Moved instructions into its own panel in Portal edit screens
- Added support for new category display in document view
- Updated collaboration edit screen to specify categories
- Updated collaboration template administration screen to specify categories
- Workflow
- Updated Action selector to a nicer pop-up list with descriptions
- Updated Merge Document to allow for specifying Category
- Updated Email to allow for attachments by Category and Name
- Updated Document Check logic to allow for specifying Category
- Updated Missing Document Check logic to allow for specifying Category
- Added option to Email Action to allow to ZIP documents when emailing
- Added ability to rearrange action buttons
- Search
- Changed [DEL] Record edit logic to delete ALL fields with the specified name
- User
- Users can now set any page as their “start” page using a new tool bar option
- Administration (all areas)
- Converted import buttons to single click uploads instead of File Upload controls
- Removed Edit button if entire line clicks into edit screen
- User Administration
- Changed User maintenance screen to use collapsible panels
- Stamps
- Updated stamp screen to use single-click stamp upload
- Updated layout of stamp screen
- Record Types
- Added a new Cascading Option field that depends on another field’s value to determine which options to show in the list
- Security
- Changed “force password change” action to happen in pop up window rather than redirecting to a new page
- REST
- Added ability to upload documents in chunks to avoid max file size limitation
- QuickBooks Sessions Report
- Added link to main command record that triggered QB interaction from each line item
- Reports
- Updated several reports’ default search parameters
- Updated Missing Document report to allow for Categories and to provide filtering links
- Record
Fixes
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- Workflow
- Document names in attachments cannot contain spaces
- Images merged into Merge Documents looked very blurry
- Delete left over temp files when using email action
- Some text fields not able to be easily typed into when using Internet Explorer
- E-Forms
- Document view field thumbnails stacking vertically instead of horizontally
- Record
- Numbered thumbnails not showing all page number text when showing all 1’s (11, 111, etc.)
- Stamps
- Stamps would not show up after import unless they were JPEG
- Recycle Bin
- Could not purge documents with applied security
- Reports
- QuickBooks Sessions report did not properly show errors
- Missing Documents report not providing accurate count of results
- REST
- Document notes GET command did not return any notes for document
- Multi-Hosting Sites
- Workflow, E-Forms and Collaboration features could not be turned off per site
- Indexing Automation
- Indexing – Blank Vendor and Line Item in values cause incorrect matches
- Reloading a saved record in Indexing screen would lose linked field values
- Workflow