Version 3.09

Release Date: 2017-05-06

New and Updated Features

    • 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


    • 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

Please Rate this Article

Join Our Mailing List

Join our mailing list to receive the latest news and updates from the docMgt team

You have Successfully Subscribed!

Pin It on Pinterest