Version 3.12
Release Date: 2017-08-05
New and Updated Features
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- Licensing
- Changed licensing model of system so that the server controls component licensing
- Record Types
- Changed the word Header to Field Label to avoid confusion
- Auto-fill field name with the Field Label value without spaces by default
- Prompt when editing or deleting RecordType field
- Indexing Automation
- Added basic auto-indexing ability using key words, bar codes and OCR data (in beta)
- Added Category capability to the Classification screen
- Changed Save logic on all screens to return to Record if screen was initiated by the Record screen
- Record
- Added list view to the Documents panel with toggle button
- Changed document panel so large document counts load faster
- Changed workflow logic so the Record page no longer assigns workflow to you unless you clicked a workflow link to bring up the Record page
- Changed workflow action to not close current document after routing
- Changed Document edit screen to only show Category or Name drop downs if any are available
- REST
- Added AppSource property to be able to track which component is making calls
- Added option for specifying which fields to return in Record search
- System
- Added custom Not Found page
- In-Line Importer now converts FB Master Sheets to Record Notes
- Updated on-line help system
- Added logged in user name to Support pop up screen
- View Logs
- Added View Logs report to show Record and Document view history
- Reports
- Added ‘All Users’ option to all reports with a User selection
- E-Forms
- Implemented reCAPTCHA component for form security
- Added Progress Bar field
- Notifications
- Added Description property to be able to show in list better
- Search
- Changed paging buttons to work better on mobile
- In-line Importer
- Changed logic to load MSHEET data to Record Notes instead of document
- Current Work Item Report
- Added ability to completely cancel the work item
- Multi-Tenant
- Updated interface for administration
- Updated billing routine to not miss OCR performed during days when billing was not run
- Added “Billable” flag to sites and reporting
- Indexing Automation
- Changed the interface to make Adding vs Updating Records more obvious and simpler to use
- Licensing
Fixes
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- Retention System
- Empty due date causes failure in follow up actions
- Search
- Date max/min in grid view footer not working in cultures other than EN-US
- Exporter would not load
- Indexing Automation
- Blank Category causes indexing issue
- Date validation not working in cultures other than EN-US in Indexing screen
- Cannot add notes in indexing screen
- Indexing Automation screens allows users other than workflow users to complete workflow
- Indexing Automation screens did not always enforce security
- Notifications
- Videos do not show up correctly for end users
- System
- Scanning, importing and other client tools create a new window after Click Once plug-in prompt in Chrome and Firefox
- Set Start Page not working for new users
- In-line Importer does not import older FB archives without Master Sheet entries
- Record
- Clicking document thumbnail causes 2 image loads in background processing
- Exporter would not load
- Document merging failing on certain word documents
- Clicking Category button first time does not select that category
- Hover title for Category selector on Edit screen is not correct
- E-Forms
- External e-forms not loading due to resource load failure
- Retention System