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Release Notes – Version 3.16

Brad Vossler

Version 3.16

Release Date: 2018-01-20

 

Breaking Change

We are dropping support for SQLite. docMgt is supported on all editions of MS SQL Server including SQL Server Express.

 

New and Updated Features

    • Record
      • Added direct link from Record screen to Asset Assignment Report for this Record
      • Added direct link from Record screen to Asset Request Report for this Record
      • Added direct link from Record screen to Change Log Report / Holds for this Record
      • Open Index Automation screens (Classification and Indexing) in new tab
      • Changed default Bates stamping option to in print queue        
    • REST
      • Added ability to merge document templates by Name
      • Added ability to search users with full search object
      • Added ability to search teams with full search object
    • Retention Hold
      • Added formal Hold process to Records to avoid retention for specific Records
      • Added Holds selection to Change Log report
      • Added ability to search for Record with or without holds placed on them
    • Multi-Tenant
      • Convert URLs to lower case during save for better standardization
    • Record Types
      • Add Field Selector to Retention Field entry
      • Add icon to list to show whether or not a RT is active
    • OCR Results Report
      • Added Refresh All button to refresh all items on the displayed page
      • Added auto-refresh of visible items every 60 seconds
      • Updated items temporarily highlight in red to show which ones changed
      • Changed report to not open document when clicking line – added button for that
      • Fixed incorrect grammar in description of report
      • Added option search up all OCR jobs not yet started (i.e. In Queue)
      • Added Cloud Task Name as hover title to Document ID for troubleshooting purposes
    • Cloud OCR        
      • Added ability to OCR multiple documents at once by using unique temp folders for each OCR task
      • Added higher priority for documents queued up for OCR via workflow so they are processed first
    • Viewer
      • Increased the speed of viewing documents – especially ones with > 100 pages
      • Increased the speed of exporting PFD documents from the print queue
      • Added page numbers under the page thumbnails
    • Beta Viewer
      • Added print queue
      • Changed OCR status to time out after 5 minutes instead of 30 seconds
      • Added ability to rename document during download
      • Auto-scroll thumbnail panel to the opened page
      • Added buttons to be able to go to next and previous OCR page hit in document
      • Auto-show first OCR hit page when loading viewer
    • Indexing Automation
      • Added @SPLIT_OCRCode and @SPLIT_Barcode for breaking on OCR only and Barcode only respectively
      • Added ability to change thumbnail sizes in Split screen
    • System
      • Updated variable replacement logic to handle nested variables
      • Updated variable replacement logic to be more standardized with Importer
    • Home
      • Changed max workflow items to show on Home page to 99
      • Allow Home page workflow panel to be hidden even if there are items in the workflow queue
    • Toolbar
      • Changed max workflow items to show on toolbar page to 99
    • Workflow
      • Allow for empty Category and Name values in the Document Existence rule
      • Allow for Empty # and Not Empty ~# matches in Record and Document value checks
      • Added option to reassign all current work items for a trigger to the default users. This is useful when you wish to add users to a step and then make sure the new users can see the active items.
      • Added ‘Convert to PDF’ action type
      • Added ‘Delete Document’ action type
    • Recycle Bin
      • Added CTRL-A hot key to check or un-check all Records in the current list
      • Added CTRL-CLICK option to check or un-check clicked Record
    • Searching
      • Updated the search to better find empty values. In some cases empty means a blank value and in others that means the data element does not exist. The system now takes both situations into account.
      • Dramatically increased performance of large full text searches
    • Reporting
      • Storage Report updated to allow report to be run per Record Type

       

Fixes

    • Search
      • Search by ID, AssignedTo or RequestedBy fails
      • Search page’s help screen is not showing up when requested
      • Search grid screen Calculations not updating properly when using the “Load More” option
    • Cloud OCR
      • Large documents (> 500 pages) time out during OCR
    • Record Types
      • Record Type list not showing inactive entries in Admin screen
      • When field added having a label with multiple space only the fist space is removed to create the field name
    • Field Selector
      • Field selector control not defaulting to Record Type properly
    • System / Entry
      • Values using scientific notation are causing overflows when saving
      • [ and ] characters in File and Directory names cause replacement issues
    • Viewer
      • Page thumbnails are centering in panel
    • Beta Viewer
      • Duplicate element name errors in browser console
    • Database
      • Document searches for # in Category name result in documents being found outside query parameters
    • Entry
      • Pop up window with linked field shifts values if hidden field is above them
    • Workflow
      • Workflow cancel actions causing current work item to NOT be logged into the history tables
    • Multi-Tenant
      • If billing fails on any site then the entire processes stops
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