Version 3.24

Release Date: 2019-01-19

New and Updated Features

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

    • Record
      • Record linking enhanced to be able to link to multiple records based on multi-value fields
      • Added ability for Administrators to cancel asset requests
    • COLD
      • Added Category to the template match logic
    • Workflow
      • Changed Fast Lane email processing to fail if the user does not check an option in the email reply. Previously the system would select the first option for them automatically.
      • Added action and follow-up action to Route current record
    • Web Page URLs
      • Change default location provider to use # instead of ?# for URLs. This may impact saved start pages if the start page is set to a specific document, some reports or administrative detail pages.
    • Scheduled Tasks
      • Added new “Weekly” task to do data clean up rather than doing it daily
    • New Administration Interface (BETA)
      • Added a new Administration interface that is currently in BETA testing
    • Reports
      • Updated Asset Requests Report to allow Administrators to cancel a request


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

    • QuickBooks
      • Class value defaults to 0 instead of blank which causes QuickBooks to reject invoices if Classes are not used
    • E-Forms
      • Tool bar e-form list includes e-forms for non-allowed record types
    • Search
      • Page calculations in Grid search footer not all working
      • Record Security throws error if no field name entered in administrator screen
    • Workflow
      • Value check fails when dollar sign in value
      • Grammar error in email workflow complete message (“Please an X” instead of “Please place an X”)
    • Cache
      • Document cache causing web server memory issues
    • Viewer
      • “Document Split” function deletes original document without adding the newly-split documents

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