Version 3.10

Release Date: 2017-06-10

New and Updated Features

    • Search
      • Added Export All and Export Checked options to run full export of selected Records
    • REST
      • Added line item fields to Record Type
      • Added User Records Get/Save calls
      • Updated REST documentation to include description of each call in API interface
      • Added GetDocumentData call to get document data elements separately
    • Direct URL Option
      • Added direct search URL option to add record if not found during search
    • Record
      • Added link to Current Workflow Report
      • Added drop-down menu in Information panel for reports
      • Added drop-down menu in Information panel for Indexing Automation tools
      • Removed button in Documents section to go to Document Classification
      • Added menu option to Export Record
      • Changed rights so only Administrators can purge documents
      • Added option to check for Missing Documents based on Record Type settings
      • Added refresh button to documents panel
      • Added option to go directly to Indexing screen
      • Changed non-record type entry fields to have optional calendar pop-up instead of forced pop-up
    • Reports
      • Changed QuickBooks Sessions report to link to ALL affected Records
      • Added Current Work Item ID display to Work Item Report
      • Added Current Work Item ID display to Work Item History Report
      • Changed Change Log Report to better organize drop-down list of Object Types
    • Indexing Automation
      • Indexing – Added voice indexing (Chrome only) for text, date and numeric fields
    • Installer
      • Changed installer to use Retention Monitor as a Scheduled Task for all installations instead of the installed Service
      • Changed licensing application to allow for selecting Server or OCR
    • Reports
      • Updated Work Item report to be able to search on Current ID
      • Updated Work Item History report to be able to search on Current ID
      • Updated Change Log report to streamline report running both aesthetically and efficiently
    • System
      • Made the Change Logging system more efficient
      • Added Remember Me option to login screen (requires setting change in Main Options)
      • Updated default error message timeout to 10 seconds
    • Administration
      • Added Remember Me setting in Main Options
      • Moved Security settings to a new panel in Main Options
      • Update SQL logic on saving Main Options to make them able to be edited via DB scripts
      • Set the IP Limits section to not show up if the HideSysConfig option is set
    • Workflow
      • Added ability to log description of the follow-up actions taken into the Record Notes
      • Added ‘Cancel Workflow’ option to the button actions
      • Added ‘Attachment Name’ option to emails so documents can be renamed when added to email
    • Record Types
      • Added field selector to Retention Field input
      • Added variable selectors to Quick Notes
    • Entry
      • Changed non-record type entry fields to have optional calendar pop-up instead of forced pop-up
    • OCR (self-hosted)
      • Added cycle limit option to limit the number of documents processed per cycle

Fixes

    • Record
      • Workflow History Report link broken
      • Error saving categories with some having empty values
      • Drag and drop of categories with non-upper case letters causes duplicate categories
      • Drag and drop of No Category documents causes duplicate No Category entry
      • Document thumbnails do not draw properly when scrolling panels
    • System
      • Using custom start page on system with virtual application path does not work
      • Self-Hosted systems are sometimes reporting as azure systems
    • Outlook Integration
      • Messages are not saving – no action was taken when button was clicked
      • Messages not setting the Category properly
    • Indexing Automation
      • Indexing – Rounding errors occurred on values with decimal places
      • Split – Splitting a single document with TIFF extension makes document unusable
      • Indexing – Error getting ‘templates’ message is popping up
      • Split – Pages not showing after split
    • Record Types
      • Cascading option not working when adding new field
    • E-Forms
      • E-Form designer layout not stacked
      • E-Form designer option fields from Record Types were not populated with the options
      • E-Form routing that had no triggers activated is causing error on client
      • Workflow fails when external user submits routed e-form
    • QB Sessions Report
      • Link to click to affected Records only going to first record – not all
    • REST
      • GetDocumentPage did not apply annotations to final output
      • WebDAV causes issues with PUT and DELETE calls
    • Workflow
      • Follow-ups not sending attachments to emails – cloud only
      • Follow-ups not writing Record and Document notes – cloud only
      • Advanced Search in the Criteria section was not adding new fields in the interface
    • User Options
      • Advanced tab empty if workflow not licensed
    • Collaboration Portal
      • Expire date not working on non-US date format
    • OCR
      • Large split batches causing write failure to DB
      • Failure in writing to DB causes loop and backs out logging info
      • OCR is not being performed on documents that are secured
    • QuickBooks
      • Some large syncs are not getting all items
    • Main Options
      • Pressing ENTER in a field sends test email
    • Home Page
      • Thumbnails do not always show up for all sections

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