Version 3.35
Release Date: 2020-08-29
Highlights
This is a brief summary of the most noteworthy new features
Record and Document Locking – We have added the ability to lock and unlock Records and Documents via workflow. This allows you to lock a Record/Document to a specific user so only that user can make changes. Anyone else who opens that Record/Document will be limited to Read Only access even if they would normally have Read/Write access.
Excel Data Merge Performance – We dramatically improved the performance of the Excel data merge routine by a factor of more than 10. Complex spreadsheets that used to take almost a minute to complete a merge now take around 4 seconds.
Combination Signature Pad – docMgt E-forms now have a “Combination” Signature Pad field that allows a single signature field to be used for touch/mouse signing as well as Topaz signature pad signing. This allows a single form to be used with or without signature pads via a toggle button.
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
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- Workflow
- Added button option to override Indexing Automation “completion action” setting
- Updated Create Record action to store Work Item ID in Record
- Updated Launch URL action to do variable replacement in URL and in Target Window
- User selection lists were updated to the format “FirstName LastName (UserName)”
- Changed workflow reassignment list to use “type in” field instead of simple drop down
- Move / Copy Docs Action – Changed label to show Move or Copy depending on choice
- Added Count, Sum, Avg, Min and Max to E-form table data extraction
- Extract Doc Data action – Add ability to group values from E-form table
- Email Action – Show count of attachments on tab label
- Greatly increased Excel Merge speed
- Added Record Lock / Unlock actions
- Added drag and drop to Create Record action field list
- Auto-Classify – Ability to match classification phrase to entire page text by wrapping phrase in quotes (if all text on page matches all in “phrase” then match else not)
- QuickBooks Online – Added ability to send vendor’s Invoice Number in as QBO’s Bill No (bill number)
- Cancel Action – canceling workflow for another record using Record Context Switch no longer cancels current workflow (using Cancel All Except Me option)
- OCR Action – No longer throwing exception if no documents match OCR criteria
- Auto-Split – Use spaces between words for REGEX so standard regex \s logic works
- Added support for setting and checking data values assigned to individual work items
- Updated Parallel Merge action’s icon
- Record Types
- Changed Record Type Linking to allow one-way or bidirectional linking
- Variables
- Added ability to use double brackets to retain the brackets through replacement
- Added ALLINDEX, OCRINDEX and BARCODEINDEX for quick single-field indexing based on OCR/Barcode data
- SERVERVER – Gets system version
- IF – Added support for comparing Versions using SERVERVER
- Added PIPETOCARET and CARETTOPIPE to deal with PIPE characters within values when using variables
- Added USERADMIN and USERREPORTING which return back YES or NO on whether the current user is an Admin or Reporting user
- E-forms
- Added Combined Signature Pad field that allows users to toggle between Standard and Topaz signature types
- Added ability to dynamically load Option field selections inside Tables
- Added ability to use variables in the After Save and After Cancel event URLs
- Added setting that allows e-form to be routed every time it is saved and not just the first time
- Added option to route Record instead of Document
- Add-Ins
- Added ability to start a new E-form from Add-In click
- Search
- Allow override of ‘Starts With’ preset by using tilde (~) on the front of the search string
- Changed workflow trigger selection list into “type in” fields
- Added link to Custom Search to bottom of search drop down
- Added ability to search for 0-page records (using -1 for pages from in search screen)
- Direct URLs
- Added “UpdateLast” URL that will update the last viewed Record with incoming changes
- System
- User selection lists were updated to the format “FirstName LastName (UserName)”
- Reports
- Changed workflow user selection lists into “type in” fields
- Added Document Upload Details report
- Multi-Tenant
- Added type in filter to find sites faster
- Collaboration Portals
- Added images, colors, etc to email and instruction panel editing
- Viewer / Record Screen
- Added ability to do direct index updates using hot keys
- Added scan button on documents toolbar
- Changed Notes filter to look at Notes, User and Date
- Document Naming dialog shows Cat/SubCat/Name drop downs on right side
- Defined Cat/SubCat/Name drop downs not showing if base security set to No Access
- Made sure the Cancel button in E-form popups do not print
- Indexing Automation
- Indexing Screen – Added ability to do direct index updates using hot keys
- Extended linked field limit logic to be able to have a line item linked field be limited by a header field value
- Branding
- Updated branding screen to show the links below the login fields in the same color they are in the actual login screen
- Added option to set the login screen field text color separate from the page text color
- Workflow
Fixes
This is a list of the issues we fixed since the previous release
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- Viewer
- DOCX, XLSX and PPTX files are not saving back to server with integration installed
- Full text search makes each matching document load in order instead of stopping on the first match
- Web Scanning – Cat / Sub Cat options not always showing
- Doc list loading stops when it encounters a null category/sub categrory name
- Email documents button does not show email addresses from Record but emails to them anyway if there are duplicates found int he Record
- Search
- Cascading Lists not Complete
- Record Types
- Misspelling on Record Type page and doc count options
- Workflow
- Auto-Classify – the classification system using Record Type classification logic (not Enterprise) will not stop looking for matches after it finds one so the last match wins
- Search / Create CSV – Using incoming record for rows instead of searched records
- Search/Run Action Set – Cannot delete record using action set
- Loop Action – Record Types not showing up in select list
- Line item filters not matching properly
- SMS Messages not sending without workflow
- Auto-Split Action – All words being used for matching instead of OCR/Barcode only
- Extract Data action does not compute all table rows from E-form
- Auto Split – Splits on blank values as well as value matches
- Reassign to Users/Teams action not working in admin screen
- Admin
- Custom Variables – Cannot import a custom variable
- Admin areas always showing Automation items even if admin users is limited to not show them
- E-forms
- Copied table columns causing “object not found” error when form saved
- Sketch pad field not always defaulting to annotation mode
- Collaboration Portals
- Req’d E-forms Allow Change and User Existing options not saving
- Cannot drag and rearrange forms and documents
- OCR
- OCR fails when the originating site has long URL
- Variables
- TABLE variable not working when used from Record screen
- Excel Merge
- Not all cell values get replaced
- REST
- Cannot save documents – PerformOCR fails
- Integration
- QBO – Invalid error raised when processing QBO actions without Integration being configured
- Home page
- Home page saved search panel can fail if the search results in too much data
- Office and Windows Integration
- Selecting a Category when indexing will cause error if defined Category has a defined SubCateory that is blank
- Reports
- F1 Help topics not linked from some report screens
- Integration
- PDF Form Submission – Null field values cause error saving PDF into system
- Viewer
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