Release Notes – Version 3.39

Release Date: 2021-05-22

 

Highlights

This is a brief summary of the more noteworthy new features 

Invoice Processing using Machine Learning – We have added a new Machine Learning-based Invoice Processing system. Simply send non-indexed invoices through the Invoice Processing workflow to get your invoice data completely indexed. Couple this with our enhanced QC system to get 99.99% invoice accuracy!

Multi-Factor Authentication (MFA) – We have added a Multi-Factor Authentication (MFA) option to the system. You can turn on the MFA setting in Admin / Main Options. With this option ON, the system will stop the login process and email users a code when they log into the system. That code is then used to complete the login process. This feature is becoming a must-have for security-conscious organizations.

SSN Masking Field Type – We have added a field type that handles SSN values by masking all but the last 4 characters. When users see the SSN they will only see values like XXX-XX-1234 where the last 4 digits are all that are shown. Searching is also masked to guide users to searching only on the last 4 digits. If you are using Social Security Numbers you really should be using this field type to protect personal information.

 

Possible Breaking Change

Impact Probability Level: Low – This version changes the way Word Merge Forms handle check boxes. If you are using a Word Merge Form with check box fields then you may need to make a slight change. Previously, any check box that was mapped to a non-existent field would become unchecked after merge – even if it was set to checked by default. This is because the system would look for a field that matched the check box’s bookmark property and if it did not find one it would assume the check box to be OFF. In this version the system will not alter any check box fields that do not have a field in the record that matches the name. So the check box will NOT be checked off if the field does not exist. 

Corrective Action – If you wish the absence of a data value to check OFF the check box then you will need to add a field with the check box’s name (the check box’s Bookmark property) and set its value to something that does NOT evaluate to a true condition. True in this case includes “true”, “t”, “yes”, “y”, “1”, “on”, or “checked”. Anything else will be considered a FALSE condition.

 

 

New and Updated Features

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

• • • System / Security
      • Added Multi-Factor Authentication to the system
      • Updated Record Data value evaluation to ignore data types for values that start with ` (back quote). This allows values that are similar to dates to not be evaluated as dates when saving and displaying.
      • Improved data caching design to make entire system more responsive
      • Added SubCategory to dialog when uploading files from thumbnails
      • We are now enforcing password security rules when adding, editing, and importing users
    • Toolbar
      • Updated the look and feel of the Upload Documents panel
      • Updated work item panel to show when an item is hidden
      • Added Admin link to the Workflow drop down for administrators
      • Updated version date stamp to include full time of compilation
    • Record Types
      • Added SSN Mask field type that allows SSN but masks display for users unless they are editing the value
      • Added new setting to Auto-Compute data field during load. Previously this would automatically happen when field was Read Only and had variables but now we are using this new setting to make the process easier to understand.
      • Added Merge Templates panel in Record Type section to maintain merge templates without requiring the docMgt Integration Tools
    • Record Screen
      • Updated speed with which the Record data loads when using the manual “Refresh All Data” button
      • Admins can now hold the CTRL key while clicking the Delete Record link to perform a Purge Record operation
      • Updated In-Record full text search to go to next document on next/prev search
      • Added function to revert a field value back to a previous version using the pop up Data Change Report 
      • Added Refresh button to Linked Records panel
      • Added Download Record’ button to download the Record data in CSV and up to 25 documents all in a single ZIP file
      • Added ‘View Record Info’ option to see basic information about the Record 
    • Workflow
      • We are no longer loading Hidden work items when grabbing “next” item from queue
      • Updated Workflow Console to show when an item is hidden
      • Added Record ID as an option to all Search and ?? actions (Search and Update, Search and Run Action Set, etc)
      • Copy Record action – Added support for adding other fields during copy
      • Changed “Initiate Workflow” action name to “Initiate Workflow Route”
      • Added Record ID option to the Initiate Workflow Route action
      • Added Update E-form Table action to either clear a table or add rows to a table in an E-form
      • Added variable support for E-form Name in the Create E-form action 
      • Collaboration Portal Action – Changed Edit link into Button to make it more noticeable
      • Added Invoice Processing feature for Enterprise Edition users
      • New Action – Lookup Table Validator
      • New Action – Lookup Table Reverse Validator
      • Added ‘Save to Server Data’ option to Search/Update action
      • Added ‘Save to Server Data’ option to Search/Calculate action
      • Added ability to stay within the current ‘batch’ when processing indexing items
      • Add ‘No More Work Items’ message to App/NextWorkItem URL when no more items left to process
      • New Action – “Auto-Split Commit“
      • Added option to not commit split changes from the split screen – just save break codes for later commit
      • Added shortcut click from trigger overview to Assignment Actions and Completion actions
      • Added Working Actions and Reassign Actions to run actions as items are transitioned in and out of their “working” state
      • Changed Record UnLock and Document UnLock actions to not require a User ID. All locks are removed when this action is used.
      • Changed Record Lock and Document Lock actions to replace any existing locks so you don’t need to manually unlock before using them.
      • Admin – Made adding and deleting triggers much faster by not reloading all triggers after each change
      • Changed the Follow Up action timing to be relative to Assigned Date instead of Due Date by default
      • Updated ‘Document Copy’ action to also copy Annotations and OCR data from the document being copied
      • Added “Is Number” check for values in criteria
      • Added “Is Date” check for values in criteria
      • New Action – ZIP Documents to compress selected documents to a ZIP file
      • Admin – Added option to only show Active work triggers in list
      • Admin – Filters saved between sessions
      • DocuSign / Adobe Sign – Added option to include all documents with signature annotations to the signature packet
      • Changed workflow logic to NOT throw an exception if an email address or portal email is blank. The action is simply skipped.
    • Reports
      • Current Work Items – Added ability to search for Hidden and Visible items (available in cloud systems and premise systems using SQL 2016 or higher)
    • Variables
      • Added RECDATA to be able to get record data using LIKE matching syntax
      • Updated DOCDATA, WIDATA, and LI to allow for LIKE matching
      • Added CLEANDATE which will clean a date value by handling known incompatible date formats
      • Added CLEANDCUR which will clean a currency value by handling known incompatible date formats
      • Added DATAANNO which can retrieve values that are stored in a document as a Data Annotation
      • Added WFTRIGGERID to get the ID of current Trigger
      • Add DOCCATEGORIES to get unique list of Categories from Record
      • Add DOCSUBCATEGORIES to get unique list of SubCategories from Record / Category
      • Add DOCNAMES to get unique list of Names from Record / Category / SubCategory
    • Action Sets
      • Admin – Added Search filter to action set list
    • Barcode
      • Upgrade to new barcode system for better barcode support and better reading
    • Indexing Automation
      • Split – Added X-Large thumbnails
      • Split – Added ability to split again inside the post-split boxes
      • Split – Changed thumbnails so all panels show in the selected size
      • Split – Added support for variables in button action URLs
      • Index – Added thumbnail size support
      • Index – Added split capability so users can split record while in indexing screen
      • Index – Added ‘Merge with Last Record’ capability
      • Index – Added Delete Checked Pages function
      • Index – Added option to show thumbnails vertically on the right
      • Index – Added link to load previous invoice
      • Index – Added ability to add new linked items and retrieve all linked values from the new linked value
      • Index – When users reassign work item to another specific user the system will now auto-load the next item instead of moving the user to the Home screen
      • Index – Changed to allow unmatched entries to be selected in auto-complete box. Allows for process of automatic adding of new lookup entries.
      • Index – Added support for variables in button action URLs
      • Index – Added ‘current field highlight’ color to auto-complete fields
    • Multi-Tenant / Admin Site
      • Updated look and feel of main page
      • Moved right-column options to drop down for more room
    • Search
      • Changed Inline Exporter to not export if no folder is set
      • Changed Inline Exporter to default “Export Records to Same Folder” setting to ON
    • OCR System
      • Added ability to update Record field with status information by using @OCRLOGFIELD in Record that holds name of field to save status to
    • Config Manager
      • Added support for updating Linked Record Type links when importing both Record Types required for links
      • Changed CTRL-Click language to note that you need to CTRL-Click the NAME of the process/trigger and not the check box
      • Added logic to keep docMgt_Agent assignments intact when importing
      • Added ability to drop a JSON file into the window to load a config file
      • Added check to see if JSON file is a valid config file during import
    • REST
      • Added internal error logging to all REST calls
      • Added more specific error reporting out to REST clients such as Importer and Exporter for easier troubleshooting
      • Added REST method to retrieve the security level a user has for a given Record Type
    • Login Screen
      • Changed button wording to make it more clear how to log in when Single Sign On is in use
    • Users/Teams
      • Added option to User list to download the list as CSV
      • Added option to Team to download a list of Users in that Team as CSV
    • PDF Form Submission
      • Added URL parameters for control flow in place of hidden fields
      • Added option to return merge template as response document instead of just text and links

 

 

Fixes

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

• • • Toolbar
      • Toolbar data cache should be user specific but is not
    • System
      • Auto-Logout timer triggered in unused tab causes logout on all tabs even when active
      • Documents based on old E-form data not always showing in document queries due to old data format
      • Entry Screens – Calendar control does not support Read Only setting in all cases
      • Document Upload – Empty byte array overwrites document when it should be ignored
    • Barcodes
      • Barcodes read are not placed at the proper location for image types (bmp, gif, etc) so in the viewer the hover is not matching up
    • OCR Engine
      • OCR engine has error writing to DB – need retries
      • FirstNPage and LastNPages not working for TIFF files. Entire file is being OCR’d.
    • Admin
      • Action Set Restore showing items in the wrong order
      • New Record Types not showing up in workflow screens without refresh
    • Record Screen
      • Collaboration panel showing for non-record type records (should be hidden)
      • Data values not showing if the underlying name of the data does not match the case of the defined field
      • OCR is not lining up properly on picture file types – JPG, JPEG, BMP, GIF, PNG. 
      • Linked Record Type with only 1 field does not display in linked records panel
      • Document Add-Ins not honoring the “show on toolbar” setting
      • Full text search not working from inside viewer
      • Category or SubCategory with apostrophes or slashes in name caused its document list to be hidden
    • Variables
      • MATH – MOD (%) and Integer Division (\) do not work properly with decimal values
      • WFASSIGNEDEMAIL not returning blank if more than one user assigned and none have emails (; separator showing up)
    • Retention
      • Can only run 1 recurring Retention item of the same action type. Others of that type are skipped.
    • Word Merge
      • Check boxes being turned off if no field matches
    • PDF Merge
      • If no merge fields are in PDF document then error happens
    • Collaboration Portals
      • Document download links not working
    • Workflow
      • Work Item data reading not working inside Work Trigger rules
      • Document Extract Action – Excel – Empty cell names cause “Object Not Found” error
      • DocuSign / Adobe Sign – When overwriting documents the signing annotations are still showing
      • DocuSign / Adobe Sign – Annotations auto-applied via workflow in same trigger are not being seen by signing engines
      • Email Action – Variable drop downs don’t work in TO, CC and BCC fields
    • Search
      • Last Search preserves Record IDs of last search so actions that act on last search records are acting on the wrong records
      • Percent values > 1 are showing as > 100%
    • QuickBooks Online
      • QBO loses authentication refresh token after error, which forces users to manually authenticate again
    • Reports
      • Workflow History Report – Report data is not always in proper order if 2 steps completed in the same second
    • Config Manager
      • Config Manager errors do not show the reason for failure
    • E-forms
      • Cannot select NO action set once you have selected an action set