Release Notes – Version 3.42

Release Date: 2021-08-21

New and Updated Features

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

• • • • Record
        • Updated the design of the Document Clipboard panel
      • Full Text Editor
        • Updated options to not convert links/URLs
      • Collaboration
        • Changed notification emails to not have so much space before the “Open Portal” link
        • Updated workflow button click event in portal to log out user if the Refresh Screen check box is checked in the button options
        • Redirect to custom URL when done instead of logout by using the “Launch Web URL” action in the workflow button click
        • Added PACKAGEPASSWORD variable to get a portal’s password. Only useful when sending portals.
        • Added option to NOT add the Open Portal link in the email
        • Added workflow action to delete collaboration portals
        • Added workflow action to update the expire date on collaboration portals
        • Added option to save workflow portal GUID to Record field for use with custom notifications – i.e. SMS
        • Added PACKAGELINK variable to return a URL to a specified Package using its GUID
        • Now updating portal completion more accurately when loading in viewer
        • If an E-form is deleted after being completed then that form is now considered NOT completed
        • Restoring an E-form that was previously completed by a portal will now re-complete that form from the portal
      • Search
        • Allow admins to set # columns to show in results (max 30)
        • Add Matching Record button changed to not set Read Only fields with their search criteria. Takes defaults instead.
      • Record Types
        • Added ability to Export and Import Categories
      • E-forms
        • Changed print with merge template logic to use record data, document data, then form data for merging data
      • Variables
        • Added PACKAGEPASSWORD variable to get a portal’s password. Only useful when sending portals.
        • Added PACKAGELINK variable to return a URL to a specified Package using its GUID
        • Added DOCUMENTFILEONLY variable to return a document’s filename without the extension
        • Added DOCUMENTDOWNLOADFILE variable to return a document’s download filename without the extension
        • Added DOCUMENTDOWNLOADFILEONLY variable to return a document’s download filename without the extension
      • Branding
        • Added color selectors for lower toolbar section
      • System
        • Log document page renderings to their Record
        • Add way to query multiple work triggers by ID
      • QuickBooks Online
        • Added support for Locations/Departments for invoice processing

Fixes

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

• • • • Admin
        • Users – Progress dialog never goes away after user save (applied to 3.41)
      • Full Text Editor
        • Using variables for a URL will result in a URL like ‘http://server/[variable]’ instead of just ‘[variable]’ which doubles the http:// part
      • OCR
        • OCR fails on documents > 40 pages for premise systems
      • Workflow
        • Delete OCR Data fails when deleting for all documents in Record in Standard edition
        • Workflow completion action without any buttons causes error
        • Workflow completion of older work items causes error due to workflow structure prior to version 3.10
        • Create CSV and Search/Create CSV do not support variables in document save properties
      • Integration Tools
        • 64-bit Office installer not working on machine that had never had integration tools installed
        • docMgt Agent not authenticating when opening Office docs from viewer
      • Reports
        • Missing Docs Report – Not all Record Types showing up in report
        • Not all reports are translating from UTC to local time properly
      • Add-Ins
        • Loading add-ins for external pages not always working due to authentication errors
      • Viewer
        • Document download name may include full path instead of just the file name
      • E-forms
        • Panel toggle does not work manually if conditional toggle rule set
        • Dropping custom field onto form keeps existing GUID – causing field reference issues for Hide/Show events