Version 3.26

Release Date: 2019-03-30

New and Updated Features

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

    • Client Utilities
      • Updated all client utilities to use TLS version 1.2 for enhanced security
    • E-Forms
      • Added ‘transparent’ option to color pickers
      • Added “Fixed Column Height” option to Flex Column fields
      • Updated Address block (City, State, ZIP) to use Flex Columns for layout
      • Added option to set form max width
      • Added option to use hyphen to keep panel title visible with no text
      • Added “Center” alignment for labels which places the label under the field
      • Added option to align Radio Buttons as left, center or right
      • Added Custom Style settings for Form, Page and Field levels
      • Added option to show the SAVE button while in workflow
      • Added text alignment property to TextArea, Phone and Email fields
      • Added ability to set Amount values (apply to Total Amount of form) per color in the Color Picker field
      • Added variable replacement support to document name/category
      • Added button in E-Form panel (New Admin) to Copy the Public URL of the form
      • Added branding colors as replacement options for form, page and field color options
    • Record
      • Added CTRL-Click to words in OCR Panel to be able to perform global search on clicked word
      • Added image word hover highlighting with CTRL-Click to search when OCR Panel is open
    • Search
      • Moved SAVE button in the Saved Search drop down panel to the footer
      • Added SAVE button to Search page to save searches from the actual search results screen
    • Multi-Tenant
      • Added link to web site on billing page
      • Added “Change PAssword” function
    • Workflow
      • Added ability to spawn child a workflow from Create and Search/Create actions
      • Added option to auto-complete parent if last child is completed
      • Increased speed of email delivery which also speed up workflow processing                
      • Added ‘Processes’ which contain their own triggers and child processes
    • Office Integration
      • Changed BACK button on Record screen to say BACK TO LOGIN to avoid confusion
    • Indexing Automation
      • Added support for JPG and GIF files in indexing screens
    • QuickBooks
      • Now bringing Account Number over for accounts so it can be used for indexing
    • Admin
      • Added help section for the new Administration screens
      • Added option to use the New or Old admin system by default
      • Added important information to admin screens such as security risks and performance issues
    • Home
      • Added ability to place Saved Searches on the Home page as panels
      • Added behavior to Home panels where if all Records in panel are from one Record Type then the List View shows in formatted grid
      • Made list view panels show only as many columns as can be shown nicely at view size (like search results page)
    • Record Types
      • Added option for populating multiple fields when selecting an item in a Linked Field
      • Change Linked Records to not return current record’s record type twice when linking a Record Type to itself
      • Added permissions to documents based on Record values
      • Added option to Link Limits to have extra limits placed on Entry mode (to avoid inactive records for new entry)
    • Variables
      • Added branding colors and branding image URLs to variables


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

    • Record
      • Save prompt happens when line items shown even if no changes made
      • IE will not load the page properly (this fix was integrated into 3.25 release)
      • New E-Form submission from Record page does not refresh the meta data
      • Extra space in RecordType variable definition causes record screen to not match to record type
      • Cannot download non-printable document types
      • ‘Print Document’ function not sizing output PDF correctly
      • Workflow buttons showing for next step even if it is not my step
      • PDFs with certain, specific properties are not rendering
      • Document name selectors not showing for predefined document names
    • Indexing Automation
      • Indexing – Record type variables not set properly when changing record from one Record Type to another
      • Some document page counts return a large negative number due to error parsing document
      • Indexing – Cursor bounces between fields
      • Indexing – User list fields not displaying users in the drop down list
    • Multi-Tenant
      • Billing report has wrong page count due to negative page counts in documents table
    • Workflow
      • Admin Beta – Delete work trigger not working from trigger list
      • Using E-Form as initial view of work item causes Record values to be blanked out if form fields are blank
    • SQL Server
      • Added more logic to avoid deadlocks during search
    • REST
      • Changed Login method to write into the login report every time it is called
      • Upload Document (documents/#/binary POST) not working unless SkipRevision set to False
    • Office Integration
      • URL not correct for the “open after upload” option
      • Tray application errors on load and errors opening settings
    • OCR
      • Not performing OCR on normal images (PNG, JG, GIF, etc)
    • Site
      • Icons not showing. Needed to update CDN URL to new URL scheme for FontAwesome
    • E-Forms
      • Public E-Forms not passing query string when redirected from custom name
    • Search
      • User list fields not displaying users in the drop down list
    • Config Manager
      • Too many e-forms in config file breaks import
    • QuickBooks
      • Vendors and Customers not being deactivated during sync

Please Rate this Article

Join Our Mailing List

Join our mailing list to receive the latest news and updates from the docMgt team

You have Successfully Subscribed!

Pin It on Pinterest