Release Notes – Version 3.27

Brad Vossler

5 years ago

Version 3.27

Release Date: 2019-05-04

Possible Breaking Change

Version 3.27 is now compiled against .NET 4.7.2. This means all servers must have at least .NET 4.7.2 or higher to run the system. All client computers that perform scanning, importing, NetLabels or Office Integrations are not affected at this time but at some point in the future we will be upgrading them as well so please plan accordingly.

New and Updated Features

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

- System
  - Updated core architecture to use Microsoft .NET 4.7.2.
  - Updated core imaging library to be .NET 4.7.2 compatible
- Indexing Automation
  - Added support for discarding break pages in the Classify process
  - Added ‘Extra Large’ panel size for indexing screen
  - Added extra space for auto-complete drop down entries to show without wrapping
  - Gave index panels more space
  - Moved annotation hover to show on the page itself rather than the tool bar
  - Added ability to use multiple match phrases for Auto-Classify in the Record Type / Document Categories definition
- Variables
  - Changed SPLIT variable to be able to return items counting from the last item in the list
  - Changed SPLIT variable to be return entire JSON object if the element # specified is 0
  - Change DIFF variable StartTOD and EndTOD parameters to -1 defaults
  - Added HOUR, MINUTE and SECOND variables
  - Added support for reading E-Form TABLE values via variables
- OCR and OCR Results Report
  - Changed OCR report to default to Not Complete items only
  - Changed wording in report to make it more clear what dates to use for searching
  - Updated OCR engine to match the new workflow OCR action requirements
- Workflow
  - Added Workflow action to burn in annotations
  - Added trigger options for controlling the Record screen appearance based on trigger
  - Added option to Search/Update action to create a new record if no match found
  - Added Workflow action for triggering OCR. This can be used in place of the old @OCR syntax if desired.
- Workflow Console
  - Changed filter panel to hide by default and show on button click
  - Changed filter panel to stack above results in XS and SM view
  - Changed item table so it expands the data elements across entire display
  - Added ability to specify Record screen settings per trigger
    - Hide/Show/Collapse/Expand panels
    - Show First Document
    - Show/Hide Page Thumbnails
    - Enable/disable full screen document view
    - Auto-select annotation to be active
    - Auto-save annotations
    - Scroll to bottom of image
- Tool bar
  - Added workflow drop down for mobile device view
- Viewer
  - Added option to Auto-Save annotations
  - Changed default annotation color to black
  - Moved document viewer tool bar buttons to drop down on mobile screens
  - Added option to show all thumbnails at once
  - Updated annotation stamp icon
  - Highlight annotation when hovering over it in viewer
- QuickBooks
  - Updated system to allow for variables in sync User’s QB File Path
  - Removed need for work triggers to have a setting for QB File Path (all controlled by user)
  - Added “AccountName” and “NameAccount” fields that combine the the Name and Account fields in respective order for use in drop downs
- Home
  - Changed Custom Search panels to not show if no results
- E-Forms
  - Separated Custom Style properties for the field container and the field so they can be managed separately
  - Made shopping cart entry and display field larger
  - Option lists that are created from Record Type Option fields have “Sync with Record Type” on by default
  - Added Sketch field type
- Collaboration Portals
  - Cleaned up interface and made minor adjustments to the way it works
- Search
  - Added ability to search based on Line Item values
  - Added ability to search on document Category
- Record Types
  - Added ability to turn on/off SFTP upload access for the entire site (Cloud sites only)
  - Added ability to turn on/off SFTP upload access to individual Record Types (Cloud sites only)
- New Admin
  - Added Admin alert for premise systems that do not have a DocStorage path set
  - Added Work Trigger Name to the User / Active Workflow panel
  - Changed default admin screens to the new admin system
  - Refresh all data when loading config manager and after importing configuration
  - When saving Work Trigger, highlight the saved trigger and expand its parent panels so it is visible
- Recycle Bin
  - Made existence of Recycle Bin Search feature more obvious
- REST
  - Changed “Download as PDF” logic to match the viewer function
- Storage Report
  - Changed report to display “loading” banner while loading Record Type list
- Add-ins
  - Added “Create Record” action type
- Installer
  - Removed default Notification for new users from new installations

Fixes

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

- Home
  - Locked record type not used when filling records for panels
  - Random errors when loading custom search
- New Admin
  - User panel’s Related Items links not working
  - Workflow panel not loading in Internet Explorer
  - Annotations for other users not showing up in annotations list
  - ‘Receive’ misspelled as ‘Receieve’ in User admin screens
- QuickBooks
  - Error when adding application to QuickBooks Web Connector
- System
  - Default FavIcon not working
  - Header – Search drop down too far right if speech to text not shown
  - Setting your own account to change pass causes pass change loop (admin users only)
  - Active Directory logins are not being logged for reporting purposes
- E-Forms
  - Option lists set to sync with Record Type fields do not update if they are in any container field
  - Document-level tables not updating their values properly
  - Custom fields do not reset their GUIDs when dropped
  - Copying field does not create new GUIDs for all child forms (recursively)
  - Barcode field has errors when rendering empty values
  - Icon for center alignment on labels is wrong
  - E-Form button click, while viewing as workflow, in viewer does not refresh workflow status properly
- Installer
  - DLL reference missing in Retention installer
- Workflow
  - Auto-Split action does not complete if only one item with one page
  - SMS Messages Not Sending – TLS 1.2 requirement (cloud only)
  - Work Item Current query times out when system has a lot of records but no work items are in the report
- Record
  - Record data does not refresh when using the Refresh button
  - Convert to PDF feature errors out when no annotations are present in the document
  - View of document not updated properly after conversion to PDF (view issue only)
  - Saving a Record which has an E-Form table marked as “Save to Record” blanks out e-form table data (unless table is for line items)
- Record Types
  - Other linked fields won’t allow add on new field
- Indexing Automation
  - Indexing – # and * values showing up in index fields. These are coming from defined Field Filter values and need to be removed for indexing purposes
- Collaboration Portals
  - External users not able to log into portal
- Viewer
  - PDFs using annotations for text input not rendering
  - Thumbnails not all loading
  - Image not transparent when burning into PDF
- OCR
  - PDF renderings not scaled properly in some cases
- Add-ins
  - Selecting Record Type in a field causes JavaScript error and does not affect other fields