Version 4.01 / 3.46
Release Date: 2022-04-02
Possible Breaking Change
Impact Probability Level: Medium
The workflow OCR action has been changed so that it honors the document filter properties of the action exclusively. Previously when a document was routed to an OCR step only that document was processed by OCR. Now with this change when a document is routed to an OCR step the OCR action filters are used to find documents to OCR. This change affects both Version 3 and Version 4.
Corrective Action
If you are currently depending on the OCR to process only the single document that is being routed you will have to set the action filters to match the document being routed. You can use the [DOCUMENTCAT], [DOCUMENTSUBCAT] and [DOCUMENTNAME] variables to fill in the filter information.
Version 4 Changes
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
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- Search
- Changed workflow search options to be able to find records in any trigger as well as specific triggers
- Collaboration Portals
- Portals have been completed in the version 4 interface. Instead of “https://server/portal/pkg/####” you use “https://server/v4/public/portal/####” to log in. See V3 updates for defaulting users to the new interface.
- Portals can now be secured using 1 of 3 security methods – “Email and Password”, “Password Only” or “No Security” (this works in V4 Only!)
- Added progress variables for use in instruction – PortalCompletePercent and PortalCompletePercent25 (rounded to nearest 25% – i.e. 0, 25, 50, 75 or 100)
- Added progress meter images for use in the instruction panel – PortalProgressImage1, PortalProgressImage2, PortalProgressImage3
- Added option where if the portal only contains a single item you can have that item automatically opened
- Toolbar
- Added support for team-level toolbar logos that come with Enterprise edition
- Added progress bar to file upload dialog
- Added ability to drag and drop more files into entry screen
- Notifications
- Notifications have been implemented in V4 with updated design
- Audit Logging
- Trimmed down the amount of data that is being store din the Audit Logs to keep data manageable
- Public Searching
- Added Public Searched to V4. See V3 updates for defaulting outside users to the new interface.
- Added logic to highlight the full text words on the page that were searched for (if any)
- Record Type Filters
- We added Record Type Filter Tags to the Record Types, Users and Teams. Users can elect to limit their interface to show only the Record Types they select with the tags. This is designed to simplify the interface for users who have access to several Record Types.
- Added “Classic” view for Information panel at top of screen to mimic the V3 style
- Reports
- Changed Run and Download button positions
- Record
- Added reassign functions to the workflow panel
- Audio/Video streaming now available in Standard Edition
- Users can now drag and drop documents from the document list to their desktop or other folders without having to use the CTRL key
- E-forms
- Sketch field – Added Undo/Redo
- Sketch field – Added ability to give users an image to draw on the background image
- Admin Section in V4
- Main Options section has been converted to V4
- Software section has been converted to V4
- Config Manager section has been converted to V4
- Branding section has been converted to V4
- Notifications section has been converted to V4
- Collaboration Portal Packages section has been converted to V4
- IP Limits section has been converted to V4
- Applications section has been converted to V4
- Bookmarklets section has been converted to V4
- Teams section has been converted to V4
- Users section has been converted to V4
- Stamps section has been converted to V4
- E-forms (list only) section has been converted to V4
- System Alerts has been converted to V4 as a new panel
- Workflow
- OCR Action has been changed so that it honors the document filter properties of the action even when a document is being routed (V3 and V4)
- Auto-Classify Action – Added ability to split every page using * (asterisk)
- Search
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Fixes
This is a list of the issues we fixed since the previous release
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- Record
- When a Record is open and another is selected the previous Record’s workflow options still show
- Annotation button not showing – Applied to 3.45
- Category, Sub Category and Document rights not showing properly in viewer
- Workflow ID and other parameters lost after page load so browser refresh does not take you back to same function
- E-form loses workflow buttons after saving without clicking workflow button
- Line items showing hidden fields when editing
- Line items not in proper order in RAW view
- Search
- Custom search fields not showing up unless you are searching in the corresponding record type
- Toolbar
- Raw Data Entry showing even if server option not turned on
- E-form
- E-forms do not honor the ‘Locked’ setting
- Users
- Private User data is being serialized into database
- Admin
- Config Manager – Clicking on check box does not work
- Security
- Password change feature causes endless password change loop
- Record Security – Slow performance and not locking down all records properly
- Notifications
- Cannot clear notifications
- Record
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Version 3 Changes
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
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- Administration
- Added option to send internal users to V4 upon login
- Added option to send internal users to V4 versions of workflow links
- Added option to send outside users to V4 version of portals
- Added option to send outside users to V4 version of public search
- Audit Logging
- Changed Audit Logging logic to not save document data name.value pairs due to its immense size – especially with E-forms
- Workflow
- OCR Action has been changed so that it honors the document filter properties of the action even when a document is being routed (V3 and V4)
- Auto-Classify Action – Added ability to split every page using * (asterisk)
- Administration
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Fixes
This is a list of the issues we fixed since the previous release
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- Record
- Category, Sub Category and Document rights not showing properly in viewer
- Admin / Applications
- Saving changes to Application invalidates its authentication token
- Workflow
- Lock E-form action type not working
- Users
- Private User data is being serialized into database
- Security
- Password change feature causes endless password change loop
- Record Security – Slow performance and not locking down all records properly
- Record
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