Release Notes – Version 3.42 – Revision 1

Release Date: 2021-10-02

Possible Breaking Change

Impact Probability Level: Low – Auto-Split in workflow is being changed slightly but ONLY for REGEX users. If you are using REGEX in your split values (i.e. REGEX:regexhere) then the REGEX string will NOT have the normal variable replacement logic run on it unless you include [~ ~] variables (read Ignoring Strings for more info). It has been reported multiple times that if users forget to use [~ ~] in their REGEX patterns that the splitting fails. This is because we were performing variable merge logic on the REGEX string before using it which would typically remove strings from the REGEX pattern, making it fail. This change will simplify the usage of REGEX in Auto-Split. 

Corrective Action – If you are currently using REGEX patters in Auto-Split and wish to have variable replacement logic work on it be sure to use [~ and ~] somewhere in your pattern. Contact support to help walk through what that means and how to work with it.

 

New and Updated Features

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

• • Teams
    • Added ability to show saved searches to all users in a Team (Enterprise Only)
  • Variables
    • Added RECORDNOTES variable to retrieve string of notes from the given Record
    • Added RECORDNOTESOBJ variable to retrieve list of notes as JSON objects from the given Record
    • Added FIELDOPTIONS to return string that contains all the defined options for a Record Type Field
  • QuickBooks Online
    • Added AcctNum field when synchronizing Accounts
  • QuickBooks Desktop
    • Added Vendor Address fields to data being synced
  • Workflow
    • Auto-Split Action – Changed logic to not use variable replacement with REGEX unless [~ and ~] used
    • Changed Create ZIP File Action to use the document names as the filenames in the ZIP file
    • Added support for Identity (ID, License, Passport) reading using Machine Learning. Cloud Only and incurs additional cost!
  • Record
    • Added Record screen Override to NOT scroll to document when doc is opened
    • Added Number of Docs and Number of Pages to linked records list
  • Multi-Site Admin
    • Added Category property to site records
  • E-forms
    • Added option to not save document when E-form saved. This setting will ONLY affect the V4 interface for now.
    • Streamlined the loading of Option, Multi-Option and Record Type Link fields when loading E-forms
  • Admin
    • Added drop down for Integration Names when using Enterprise 
  • Multi-Factor Authentication
    • Added ability to send authorization codes by SMS text message
  • System
    • Changed default file download logic to use the document Name as the download filename instead of the original filename
    • Made weekly data cleanup0 job more resilient and efficient
  • REST
    • Added the following properties to the User object for REST calls
      • SMSNumber
      • Phone1, Phone2, Phone3
      • Address1, Address2, Address3
  • Search Security / Speed
    • Change Record security logic to be more efficient, and therefore faster, when Record Security is applied to large data sets
  • Machine Learning
    • We added support for ID reading for indexing documents such as Licenses and Passports. Data is read during the OCR process.

Fixes

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

• • Record
    • IE users cannot load V3 Record page
    • In-Record full text search not working for numbers and dates
  • System
    • Security – Record Add security stops public PDF forms
    • Data values that are numbers and end with + sign are being converted to just numbers
  • AD Sync
    • New users are forced to change passwords when using auto-login
  • Merge Templates
    • Cannot create merge template library when No Access turned on
    • Uploading from Admin screen makes the merge templates unusable (corruption)
  • E-forms
    • Line item tables not properly filling data if some fields missing (V4)
    • Custom E-form fields can get overloaded if too many configured and stop listing in the E-form designer
  • Workflow
    • Create E-form action fails if custom name entered does not match an E-form name from the library
    • Auto-Classify fails when non merge-able docs in Record
    • Editor – Cannot set/save Line Number value in Search and Calculate action
  • PDF Form Submission
    • dmReturnText property only working if using dmReturnLink as well. Needs to work independently.
  • Collaboration Portals
    • Doc/Form dependencies not working for public users
  • OCR
    • OCR Monitor error on premise license