Version 3.25
Release Date: 2019-02-16
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
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- Scanning Client
- Made the Name field a drop down based on the Record Type
- Merge Document
- Added ability to specify Category for merge documents in the Word Add-In
- E-Forms
- Added ability to limit the file types that can be selected in the File Upload field
- Added visual aid to e-form list to show whether or not the e-form will be routed on save
- Home
- When Search panel locked to a Record Type, all panels refresh to show only that Record Type’s information
- When Search panel locked to a Record Type, all panel searches show only that Record Type’s records
- Workflow
- Search/Create and Search/Update actions can now operate on Line Item data
- Added Line Item fields as an option in all field selectors
- Added Expectations feature (Available via BETA admin screen)
- Added Filtered Assignments feature (Available via BETA admin screen)
- Added Record Create action (Available via BETA admin screen)
- Added Record Context Switch action (Available via BETA admin screen)
- Rearranged work action drop down list to be better organized
- Tool bar
- Made search drop down panel wider
- Not Found Page
- Updated look of the Not Found page
- Record
- Removed several progress dialogs that get in the way of page rendering
- QuickBooks
- Added support for Customer/Job in indexing line items to QB
- Added support for getting the Check Number back into docMgt after the bill has been paid and checks printed in QB
- New Administration Interface (BETA)
- Added storage report to Record Types
- Added usage report to E-Forms
- Added user access report to Record Types
- Added software panel with links to all installers
- Added IP limit function to user login report
- Added Latest Searches report to Users
- Updated to make system more mobile friendly
- Added workflow usage graphs
- Added Overview tab which includes:
- Usage charts
- Common option buttons
- Favorite administrative functions
- Added ability to download color themes from cloud
- Added revision support for all major object types which allows admin to roll back to older version of the object
- System
- Update page count logic to get count on each upload
- Multi-Tenant
- Added First Billing Date to billing report title
- Added filtering to site list page
- Added BILLING user right that gives someone access to see site list and run billing reports only
- Added NumPages to billing reports
- Login screen
- Made entire right-side image a click area for the programmed URL
- Reports
- Added System Options and Branding to the Change Log report
- Record Preview
- Added drop down option to open Record in new window
- Scanning Client
Fixes
This is a list of the issues we fixed since the previous release
-
- Record
- Link that opens the Record Type editor has old format
- Storage report not accounting for records not in Record Types
- Clicking e-form workflow button in viewer does not refresh record data
- Notes pop up shows empty drop down on right if no quick notes defined
- Merge Document
- Fields with spaces do not merge properly in Word / PDF merge forms
- Home
- Record Type selection cookie does not always work
- Web Page URLs
- Relative links using A HREF not working (HTML5Mode issue)
- Search
- Changed sorting to ensure order integrity if sort yields many records with same sort field values
- Grid results calculations fail when comma in numeric value
- Full text search not returning hits for multiple terms
- Self-Hosted Admin
- Usage graph won’t show for users when icon clicked
- Record Types
- Filter using # does not work if data value does not exist – only works when exists and is blank
- Indexing Automation
- Index field values not populating because of case-sensitivity
- Variables
- Search/replace fails when bracket not found as last character
- Add-ins
- Full screen add-ins do not fill height of screen
- E-Forms
- If height property of Topaz Signature Pad field left empty then signature show up but will not save
- Public e-forms not loading (missing dependency)
- Viewer
- PDF documents internally rotated to 90 or 270 degrees render with incorrect dimensions
- DEMO license annotations not going away after licensing
- In-Line Importer
- In-Line Importer fails with un-signed assembly error
- Installer
- Server installer will not run on a machine that does not have IIS installed
- Workflow
- Record search action reporting no match when match found based on max # to return
- Login screen
- Rotating ads not showing images
- Config Manager
- Import not configuring linked line items field properly
- Record