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Version 3.17

Release Date: 2018-03-24

New and Updated Features

    • Workflow
      • Allow Search / Update action to update more than one found record
      • Add Search / Create action that finds records and for each one creates a new record
      • Added ability to have workflow action buttons launch URLs in the local browser
      • Added Visibility feature to User Buttons so you can chose to hide/show buttons based rules
      • Added Execution Rules to Actions so you can chose to not execute unless all rules are met
      • Updated design to provide more space for working in Trigger
      • Added dynamic Due Date option so the due dates can be set by field values and/or computations on the way into a step
      • Added Action Taken column to workflow report that shows which work item option the user chose at that step
    • Importer
      • Added direct Azure uploading to the web-based importer utility
    • Document Viewer
      • Changed thumbnail creation to happen quicker
      • Added Print Checked Documents to new viewer
      • Moved Print Queue to tool bar button pop up panel in new viewer
      • Moved Document Clipboard to tool bar button pop up panel in new viewer
      • Added ability to copy documents from the clipboard and not just move them
      • Made sure Categories are presented in order as defined in Record Type
      • Added color coding to the Category headings
      • Added option to hide page thumbnails when viewing documents
      • Added page number drop down to select page when thumbnails not shown
      • Sped up view image download from the server
      • Changed viewer to make 1 less round trip to server when gathering documents
      • Added feature that remembers your document zoom settings – width vs height – and restores them for the next view
      • Added ability to view and maintain Line Items in the viewer
    • Scanner
      • Added direct Azure uploading to the web-based scan utility
      • Added support for new Category structure
    • Record Types
      • Added default values to first line of sample CSV file
      • Added ability to copy an existing field or line item field
      • Added field picker to linked field limits
      • Reorganized the Category definition to be more streamlined and hierarchical
      • Added color coding to the Category headings
      • Added User List field type that provides a list of users for entry and search
      • Added recurrence for “Route” retention actions
      • Added support for Numeric and Date masking
    • Outlook Integration
      • Changed save button on File menu to be direct save instead of showing a save panel
    • REST
      • Added support for ad-hoc return and complete actions
      • Added support for searching work items using record field criteria
    • Record
      • Changed toggle buttons on panels to Down and Up carets
      • Added Record Type name in top area of screen
      • Added standard variable replacements to notes
    • Search
      • Added record type searching to tool bar so it is available on any screen
      • Made searching more efficient and quicker
      • Added 3rd search page format option – Large Thumbnails
      • Changed “Delete All” Admin function to use a transaction for better performance
      • Added ability to use wild card (%) in linked field searching
    • Tool Bar Changes
      • Moved Dashboard link into the Admin panel
      • Added function row for easy access to Favorites, Recent and Last Search records
      • Added ability for users to specify whether or not the top tool bar scrolls off the page or stays locked
      • Made changed to be sure sure tool bar search is always cleared out for a fresh search even on the search page
    • Branding
      • Added separate colors for the badges (number circles) in the tool bar
    • Reports
      • Added Work Item Path dialog to show path of related work items to the Work Item Current and Work Item History reports
    • System
      • Updated variable replacement logic by adding REPLACE, PAD, SPLIT, FORMAT, SUM, AVG, MIN, MAX and COUNT functionality
      • Added USERS and TEAMS operations to variable replacement
      • Updated general design to give more room on screen
      • Updated security on utility applications such as Importer, Exporter, Scan, NetLabels and Add-Ins.
      • Added ability for users to specify whether or not the top toolbar scrolls off the page or stays locked
    • Indexing Automation
      • Added options for setting indexing panel sizes
      • Updated dynamic indexing panel size logic to be more responsive
      • Updated the line item total value color codes to be brighter
      • Changed linked field auto-complete logic so header fields are “starts with” and line item fields are “contains” based on what you type in
      • Added option to trigger a line item copy when tabbing past last field
      • Added option to copy or not copy numeric field values when copying a line item
      • Added feature that remembers your document zoom settings – width vs height – and restores them for the next view
    • Add-Ins
      • Added several options for adding buttons (Add-Ins) in various locations in the interface
      • Added advanced Activation Rules to show add-in only when certain criteria are met
      • Added Automation Actions that are internal docMgt functions like updating Record values, adding notes and initiating workflow
    • Dashboard
      • Added alert to inform administrators when the default Admin user is still active and should be deleted
    • In-Line Exporter
      • Added ability to export all fields – not just those which are defined

       

Fixes

    • Config Manager
      • Error downloading config when Workflow, E-Forms or Collaboration are not licensed
    • Office Integration
      • Installer not installing Outlook add-in on 64-bit machines properly
      • Word not saving newly entered Records on upload
      • Excel not saving newly entered Records on upload
    • Home
      • New users cause error getting home page options
      • JavaScript error about Holds when loading a record type search panel
    • E-Forms
      • Submitting form with empty multi-option field causes error
      • Field calculations are not always working
      • Table columns with numeric option values do not always work
    • Search
      • Sorting results on a field with large values (> 50 characters) causes error
      • Using variables in search values only works if they are at the beginning
      • Calculations not computing number avg properly
      • Record Type Link does not work properly with numeric values
      • Older installations are having troubles searching due to Null Document IDs
      • Line item data showing in search results
      • Search and Recycle Bin time out if Records have large thumbnails
    • Record
      • Server error when print queue loads without any documents marked for printing
      • Scanning utility does not force simplex when that is selected
      • E-Forms are not editable in new viewer
      • Entry screen allows some edits even when read only
      • Entry grid (no record type) shifts left when adding new data element
      • Documents are showing last uploaded first which needs to be changed to first first
      • Document list errors out when empty category used in Defined Document
      • Refresh button duplicates record type fields
    • Indexing Automation
      • Error happens when loading second indexing item
      • Complete button does not work when indexing opened from Record screen
      • Indexing screen won’t match totals if dollar signs used
      • Copying line item with linked values that use different fields for Display vs Value does not work
    • Login Page
      • JavaScript error when background image not present for right-side panel
    • Data Views
      • Data View page hangs if too many data elements (groups) are returned
    • Record Types
      • Line item fields cannot be re-arranged using drag and drop
      • Changing a Record Type results in a new “phantom” Record Type item added to list
    • Entry
      • Record Type Link does not work properly with numeric values
      • Entering values with $ in the middle of them causes errors
      • Entering values with format “#.# #” (i.e. 1.0 9) causes date conversion error
      • Linked fields not working on numeric values
    • Workflow
      • Trigger actions not showing up
      • Cannot set FROM email address to variable in Send Email action dialog

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