Release Notes – Version 3.12

Brad Vossler

7 years ago

Version 3.12

Release Date: 2017-08-05

New and Updated Features

- 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

Fixes

- 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