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Release Notes – Version 3.18

by | Apr 2, 2018 | Release Notes

Version 3.18

Release Date: 2018-04-28

New and Updated Features

This is a list of the new features, functions and enhancements added since the previous release

    • Variable Replacement
      • Added the following variable replacement tags
        • DOW (day of week – returns a number 0 through 6)
        • DOM (day of the month)
        • DOY (day of the year)
        • Added minus sign for date DOW to get the prior DOW instead of the next
        • GUID – returns unique GUID value
      • Added SQL object retriever to call SQL database and get back JSON object collection representing the result set (not available in hosted server)
      • Added REST object retriever to make GET call to REST interface and get back JSON object collection representing the result set
      • Added docMgt object retriever to perform docMgt searches and get back JSON object collection representing the result set
      • Added OBJPROP call to be able to parse returned objects and collections to extract data from them
      • Added custom variables that allow admins to set up custom variable names that are replaced with the standard replacement logic
      • Added RECORDLINK and RECORDURL variables
      • Added DOCLINK and DOCURL variables
      • Added LINEITEM variables
      • Added USER() method to return the current or specified user as JSON object
      • Changed USERS() method to return list of Users as JSON collection if no return property is specified
      • Added RECORDID property to DMGET objects
    • Config Manager
      • Updated cloud config download panel to show more information
      • Sort returned configs by Sort Order then name
      • Added support for Custom Variables in configs
    • Entry
      • Updated system to allow entry of virtually unlimited size. However, only first 100 characters per field can be searched.
      • Changed behavior of entry fields. Large values do not cause automatic switch to multi-line text box. Now there is a toggle button that allows for multi-line if the user chooses.
      • Moved “Save/New” option in header entry to a drop down to avoid confusion
      • Changed spacing between header entry screen fields so more are visible without scrolling
    • REST
      • Added ability to set Record thumbnail
      • Added ability to set LINKID from REST calls via the Record and Document object properties
      • Moved Add-Ins REST calls to a separate controller
    • Help
      • Added “Known Issues” section to Release Notes
    • Record
      • Changed SAVE button to show icon larger when changes not saved
    • Workflow
      • Added ability to extract PDF form fields within the Auto-Index action
      • Added ability to attach documents to PDFs in Merge action
      • Added ability to embed documents as images at end of PDFs in Merge action
      • Added Data Loop action type to allow for performing actions with a collection (line items, web calls, etc)
      • Added Rename Data actions for Record and Document data variables
      • Added Direct Trigger Link action to make the workflow system move to a specific trigger instead of using its own logic to find the next trigger
    • Info
      • Added link in user Account Options to the QuickBooks information page
      • Changed ‘Name:’ property to ‘Support:’ in the pop-up support dialog
    • Add-Ins
      • Moved ‘Add Action’ button to bottom of action list
      • Change default height of pop up window add-in to 500px
      • Changed pop up window to not close when user clicks out of it
      • Changed pop up window to clear out the last screen when opening a new one
      • Changed sort for Add Ins to be by name
    • Office and Windows Integration
      • Added docMgt Printer that allows users to print to docMgt from any application that can print
    • Viewer
      • Added ability to email documents from viewer
      • Added sorting option to document list
      • Added option to split document into individual documents
      • Added ability to SPLIT a document into individual pages
      • Added ability to MERGE 2 or more documents into one document
      • Added option to automatically open the first document when opening the viewer
      • Added feature where paging down past the last page of the document will take you to the next document and paging up past the first page of trhe document will take you to the previous document
      • Added identifier that shows the number of documents being dragged
      • Changed PRINT options to initiate immediately instead of going to the queue
      • Changed DOWNLOAD options to initiate immediately instead of going to the queue
      • Added ‘Add To Process Queue’ options to allow for more output options for documents and pages
    • User Admin
      • Added feature to copy user settings from one user to all users
    • Database
      • Added LINKID to the Record and Document objects to more accurately create links between docMgt and other systems
    • Reports
      • Added Asset Status Report to show the current status of all records per record type
    • Indexing Automation
      • Lightened full text highlight colors
      • Made text size smaller on linked field drop downs
      • Added option to hide thumbnails
    • Search
      • Sped up mass deletion by not removing deleted items from results list until after all deletions done
      • Changed spacing between header search screen fields so more are visible without scrolling
      • Changed hover text color to make it easier to read
      • Made Edit dialog larger
    • Contacts
      • Added contact system to add email addresses for users’ address books
      • Updated Record screen to read email addresses from the Contact list while user is typing
      • Added support for Contacts in REST and docMgtRESTHelper
      • Added contact sync component to the Integration Add-Ins to sync contacts from Outlook to docMgt
    • Multi-Tenant
      • Added subscribed feature list to billing report
    • Workflow Console
      • Added ability to search for items
      • Updated sorting options
      • Changed new work items to come in with name/value columns instead of string of data elements

Fixes

This is a list of the issues we fixed since the previous release

    • Record
      • Refreshing document list causes duplicates to show
      • Prompt to save always shows if any line items are on page
      • linked fields do not work in line item panel
      • Record thumbnails are not updating properly
    • Multi-Tenant
      • Admin upgrade script not adding StieDomainName column
    • System
      • Some error cods do not give enough information to end user
      • Document.NumResults does not return correct count
    • Viewer
      • New viewer does not show workflow buttons in e-forms
      • Users without edit rights cannot print or export from new viewer
      • Document does not close once deleted
      • Some PDFs are not viewing
      • While viewing emails, an empty image panel also shows in viewer
      • Emailing from print queue hangs / not working
      • New documents added to viewer are added to top of list instead of bottom
      • Ad-hoc category headers are blue instead of taking on branding color
      • Drag and drop re-order of documents not placing documents in the correct order if deleted documents not shown
      • Documents uploaded from general upload box have NULL category
      • Cannot view deleted documents unless you have at least one active document
    • E-Forms
      • Buttons do not always show up in e-form
      • Cancel button in e-forms closes form but not the document panel
      • Table’s last computed column value not saved to Record
    • REST
      • Typo in instructions for /rest/workitems/{id}/complete
    • Workflow
      • WFLINK and WFURL variables not working
      • Search and create filters ignoring range searches
      • When an action cancels a work item the Completion Actions are not being triggered
    • REST
      • GUID security token fails when client changes IP address
    • Reports
      • Current Work Items Report and Work Item History Report do not always show assigned user names when report first loads
    • QuickBooks Sync
      • Error when synchronizing invoices to QB when using custom formatting on amount fields
    • Search
      • Display style missing Grid option when Data View not defined for search
    • Indexing Automation
      • Indexing – Negative numbers not computing properly in line item totals
      • Indexing – If last field is auto-complete then tabbing does not work right
    • Variable Replacement
      • Returning an object with duplicate fields names causes error
    • Cloud OCR        
      • OCR triggered on Record with no documents stops workflow
      • OCR engine does not perform the Default Action Completion Actions when completing workflow.

Known Issues

This is a list of the issues we have found or have been reported but have not yet been fixed as of this release

    • Viewer
      • Creating a PDF can fail if too many pages are selected
        • Current work-around is to keep number of pages smaller. Each site and each document type combination will behave differently but in general try keeping PDF page count around 50 or less for best results.