Release Notes – Version 3.10

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