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Release Notes – Version 3.13

Brad Vossler

Version 3.13

Release Date: 2017-09-30

New and Updated Features

    • Record
      • Data entry panel scrolls to newly added fields when Add Data Element button used
      • Added user option to hide empty categories
      • Added Category entry to scanning application
    • Viewer
      • Changed thumbnail logic to generate all thumbnails initially and render page panel afterward
      • Changed the way Excel (XLSX) and XLS pages are rendered
      • Added all pages of XLSX documents to thumbnails – even across multiple sheets
      • Added better support for DOCX viewing and converting
      • Added support for CSV documents to be rendered in browser
      • Added support for properly viewing and converting PDF documents that use Acroforms
      • Updated document conversion components to more make displaying and converting documents more efficient
    • Entry
      • Variables can now be used for adding field names and values during manual entry
      • Added option to allow end users to add new entries to linked field lists during Record entry
    • Workflow
      • Password fields for REST calls are now actual password fields where the value is masked
      • Added option to update either source record or found record with Find and Update action
      • Removed ‘Basic’ viewing option to make page more simple and efficient
    • Search
      • Changed ‘Edit Records’ option to have field selectors for easier field matching
      • Changed layout logic to show more text for a one-field record type in grid layout
      • Added ability to search for records that have no value in an Option field by selecting “No Value”
      • Added ability to multi-select Records and Route them from the search results page
      • Added ability to perform multi-value search on Option and Multi-Option fields
    • Branding
      • Added separate colors for Inner Header button colors
    • OCR
      • Changed premise and self-hosted OCR to ensure documents are processed in first in, first out order
      • Updated premise OCR document conversion method to match that of Web site
    • In-line Importer
      • Now allows cancel when analyzing import data
    • Database
      • Added index to SQL server DocumentFullText table for better full text search performance
    • Outlook Integration
      • Added Save to docMgt button on main ribbon
    • System
      • Changed main external libraries to use CDN
      • Updated to latest stable versions of main external libraries
      • Hide “Upload Documents” option from header if no Record Types are defined
    • Multi-Tenant
      • Added Add-In support
      • Added Downloads support
      • Changed main external libraries to use CDN
    • Configuration Manager
      • Updated screen to make functionality easier to use and understand
    • Notifications
      • Updated screen to make editing easier
      • Updated end user view to be more distinctive

Fixes

    • Record
      • HTML Documents not viewing correctly in viewer
      • Data value > 50 and < 100 characters causes TEXT and TEXTAREA entry fields both to show
      • Scanned documents are not being saved into selected Category
      • Custom emails are converting links to relative links in email editor
      • Purging documents does not purge thumbnails
      • Replacing a document does not replace thumbnails from old version
    • Help
      • Changed direct links to help sections based on new help system
      • Help system not loading properly with direct links
      • Duplicate word in Retention Runs report screen
    • Entry
      • Blank link limit on linked fields causes failure
      • Option fields with duplicate entries prevent drop down list from displaying
    • Search
      • Option fields with duplicate entries prevent drop down list from displaying
    • REST
      • POST/PUT causes duplicate fields to be saved when saving Record Types
    • Notifications
      • Workflow emails do not show complete URLs that are part of record data
      • Custom emails are converting links to relative links in email editor
    • Office Integration
      • Outlook – New records are not saving properly
      • Outlook – Document that was the message not honoring dialog properties (name, category, etc.)
    • Workflow
      • REST logic parser does not support variables in JSON body
      • Email alerts do not always work with more than 25 users in the system
      • Custom emails are converting links to relative links in email editor
    • Reports
      • Current Work Item report does not download as CSV if there is a Due Date on an item in the list
    • OCR
      • OCR process would occasionally error out when writing results to database (overflow error)
      • OCR can error when handling unsupported document types
    • E-Forms
      • Custom emails are converting links to relative links in email editor
    • Collaboration Packages
      • Custom emails are converting links to relative links in email editor
    • In-line Importer
      • Importing document pointers makes the document inaccessible
    • Indexing Automation
      • Math calculations on line items not always matching that of header even though values are equal
      • Error happening when no pages compatible for indexing are in the Record
    • Portals
      • External portals are not sizing correctly to see the entire document when opened
    • Multi-Tenant
      • DB Scripting logic not working on non-conforming DB names
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