Version 4.04
Release Date: 2022-07-02
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
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- Admin
- Added option to redirect internal users to V4 e-form screens
- Added Revision Restore feature to all compatible lists
- User – Workflow monitor has been added to V4
- Branding – Added “easy button” to set main colors quickly
- Record Type Link Field – Added option to allow non-matched entries
- Updated CRON entries to use a built-in editor instead of a simple text entry field
- OCR
- Added feature to Premise OCR to allow it to use the cloud OCR service
- Added OCR Tag feature to allow for tagging specific OCR jobs for classification or reporting (Enterprise Only)
- Updated Machine Learning Invoices logic to set Due Date based on Terms if no due date found but terms are available
- Reports
- OCR Results – Added OCR Tag search field and results (Enterprise Only)
- System
- Updated branding to use new logo
- Update Bootstrap to version 5.2
- Viewer
- Added a button to view Data annotations on the page
- Renamed ‘Split Documents’ to ‘Split Record’ to make action clearer
- Added totals difference to line-item indexing panel
- If document is dropped onto the Documents header the system will prompt for the Category and SubCategory of the document
- Added ability to Print / Download selected pages from document when viewing thumbnails
- Changed E-form ‘Update’ button to be visible only for admins
- Workflow
- Added @SPLITPAGECOUNT variable to Auto-Split to know how many pages were split to current Record
- POP3 email action was updated with newer components
- Added IMAP email action
- Added option to workflow email to not include workflow link
- Add to CSV action – Added Document ID in which to save the CSV data
- SFTP test does not report back path errors
- Auto-Split Action – Changed to release locks on database (commit transaction) for performance reasons
- OCR Action – Changed default bar code selections to 3 of 9, 2 of 5, Code 128 and QR
- Added Re-Open Portal Package action that will prevent the package from showing the “Completed” screen when users log into the portal
- AP Machine Learning – Added logic where “End Of Month” in Terms with no specific due date triggers a due date of last day of the month based on the invoice date
- AUTO-SPLIT – Added option to not split document and keep intact as complete invoice for AP/ML processing
- Variables
- Changed DUEDATE variable to WFDUEDATE
- Changed GLOBALDUEDATE to WFGLOBALDUEDATE
- Added FILENAME, FILENAMEONLY and FILEEXTENSION variables
- Updated IF variable to default true value to “true” and false value to “false”
- Added ROUND variable for rounding numbers
- Variable Testing
- Add notes section for variables
- Add ability to Export and Import so we can share variable testing
- Reset Password System
- Updated logic to allow the reset system to work even when pre-fetch link protection is in place (Barracuda, etc.)
- E-forms
- Add support for ‘Prompt for Notes’ in workflow
- Topaz Signature Pad – we now show driver install link if not Topaz installed
- Default newly added Hidden fields to always load latest value from record
- Search
- Added option to refresh the data in all displayed Records
- PDF Merge
- Added “IMAGE:” support for images to maintain compatibility with Word merge features
- Multi-Factor Authorization
- Add support for authenticating using a TOPT-based authentication app such as Microsoft Authenticator or Google Authenticator
- Admin
Fixes
This is a list of the issues we fixed since the previous release
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- E-forms
- Forms that are redirected to V4 are not taking their original the query string values
- E-form changes lost when user clicks workflow button in viewer after making changes to open E-form
- Form totals not computing in labels
- Saving form with workflow causes error if routed to other user
- Option/Multi-Option fields showing value instead of text in lists
- Images not layout properly if Max Height setting used
- Public password causing error on form load
- Workflow
- Email action shows error when using variables in email addresses
- CSV creation code is not properly encoding extended characters
- Create CSV does not replace variables when setting file name
- SFTP Upload action not finding documents when variables are used
- WFURL variable not working in Subject and Email bodies for workflow
- Document Create action not saving document ID into field when specified
- Rules – Document Existence is missing exist/not exist option
- Prompt for notes saving blank notes when no text filled out
- Add/Remove Hold actions not allowing hold type selection
- Auto-Split not rendering after splitting non-PDF files
- Email address replacement not honoring LOOPCTR and LOOPACTIONCTR values
- REST
- ‘Not Found’ user could throw exception in Login
- Admin
- Record Type – SFTP option missing for Record Type
- Record Type – Fields do not have Wildcard options in V4 interface
- Search fails during certain searches
- Workflow / Prompt for notes heading text option not saving
- SMTP Server ‘From Email’ and ‘Reply To Email’ settings missing
- E-form Editor – Save and close button loads V3 admin inside V4 window
- Config manager import not sorting triggers properly
- Config manager importing triggers into existing processes when they should be separate
- Barcodes
- QR Codes not always reading (increased barcode size to 400 x 400)
- Home
- Home Search panels are showing check boxes in the search results
- Records
- Related Records panel is showing check boxes in the search results
- System not logging all page views
- Error when scanning in new documents
- Viewer
- Text file viewer shows error in console
- Document closes if workflow item from current record selected
- Documents show as editable even in Records that are read only
- Workflow buttons do not reappear after info refresh
- Add-Ins
- Not carrying Record ID, Document ID and Workflow ID into post-processing so cannot redirect properly
- Home
- Custom Chart – No results causes please wait spinner to never stop
- OCR
- Status spelling error – “Utilizing”
- Variables
- MATH – Commas causing issue with computation
- DOCUMENTFILEONLY returning full name including extension
- CLEANCUR fails with ( and ) for negative numbers
- Inline Importer
- Inline importer throwing error when trying to run import
- Portals
- E-forms not honoring the dependencies settings
- Search
- Record type / Record security really slows down searching in certain cases
- Multi-Option and SSN fields not working
- E-forms