Release Notes – Version 4.09

Release Date: 2023-02-11

New and Updated Features

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

• Viewer
  • Updated E-form print to use HTML mode when no print template specified
  • Added ability to hide DELETE commands from users
  • Updated LineItem entry to have paging ability to efficiently handle a large quantity of LineItems
  • Updated RAW entry screen to have paging ability to efficiently handle a large quantity of data items
  • Updated RAW entry to be able to show just Header data, LineItem data or all data
  • Updated page thumbnail layout for better alignment
  • Added options for moving to Next and Previous document in current Category
  • Added Username to the document date changed column
  • Default the TO email addresses to any emails in the record
  • Add ability to hide PORTALS tab from users based on teams 
• Notifications
  • Added option to limit Notification to specific Teams
  • Cleaned up display of Notifications to not show white edges when using colored background
• Workflow
  • Added Restore Record action
  • Added Record Status rule to check whether current Record is active or deleted
  • Updated toolbar to show workflow count with warning color and with icon if list is filtered
  • Action – “Copy E-form Table” – Copy table data from one E-form to another
  • Rule – “Value Comparison” – Compare values to see if they are or are not equal, not equal,, greater than, less than. etc.
  • Actions – Added an option to stop on error (defaults to YES)
• Add-Ins
  • Updated logic to carry entered values into each action using FORMDATA when running Add-In via Toolbar or Search Results
  • Updated Record screen to show Add-Ins panel for deleted Records
  • Added custom confirmation screen to Add-Ins to give users a chance to cancel the action
• Reports
  • Added ‘Share Name’ to Document Shares report
  • Updated OCR Results report to allow searching by OCR mode (Standard vs Machine Learning)
  • Added Process Name to Deferred Actions report
  • Email Report – Added ability to search Subject, Body and To Emails
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  • Text Message Report – Added ability to search Contents
• Toolbar
  • Updated favorites panel for better thumbnail alignment
• Admin
  • User Import – Added support for PasswordChange column in CSV import that will force users to change password on first login
  • Added field count to the alert list – 25 is typical max
  • Added category count to the alert list – 100 is typical max
  • Updated Admin Record type list query to only return count of fields and categories – not actual – to save bandwidth
• E-forms
  • Button – Add option to send in field values for button click event
  • File Upload – Added ability to compute Category, SubCategory and Name values based on other form fields using { and }
  • Added RESTORE option to restore old versions of E-forms
  • Added UNDO function to undo changes made while editing
  • Added ‘Show Line Numbers’ option
  • Added option to use personal signatures in Signature Pad fields
• Branding
  • Re-enabled toolbar background image setting
  • Re-enabled FavIcon support
• Search
  • Added “Download CSV of Checked Records” option to search results
  • Added option to highlight value groupings in the sorted column to help spot changes in values
  • Changed search from ‘Records that don’t have any OCR’ to ‘Records that have Documents without OCR’
• Barcodes
  • Updated barcode engine to faster and more accurate version
  • Set default barcodes to ALL when manually performing OCR
  • Added support for Aztec barcodes
• Record Types
  • Updated Header field to allow for highlighting based on value ranges
  • Updated Header field to allow for highlighting based on other field’s values
• Variables
  • RecordNotesCount – Returns number of notes in the specified Record
  • OOOUSER, OOOUSERID, OOOUSERNAME – Returns Out Of Office User, ID or UserName for selected User
  • OCRPAGECOUNT – Returns number of pages OCR’d in time frame
  • IFNULL/ISNULL – Added Pre and Post text options for IS and IS NOT conditions
  • GETRECORDID – Returns ID for Record using search logic
  • LINENUM – Returns the line number of the line item that matches criteria
• Portals
  • Added separate Instructions that are shown after portal completion (optional)
  • Changed portal edit screens to use pop up windows to edit properties
  • Added option to open up a panel (required docs, E-forms, etc.) on portal load if it is the only panel in use
  • Added option to progress from E-form to E-form as they are saved
  • Added option to add certain buttons into the instructions using {BTN()} codes
• Out of Office
  • Moved Out of Office selection to the main toolbar and out of My Settings
  • Added Out of Office settings in the Admin / Users screens so Admins can set users In and Out of office if needed
  • Now showing Out of Office status in toolbar if the logged in user is set to Out of Office
  • Added OOO variables

Fixes

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

• E-forms
  • Tables are causing endless recalculating
  • Copying pages and container fields do not reset field GUIDs properly which makes value checks not work right
  • Cut, Copy and Paste keyboard commands actually cut, copy and paste fields in the form
  • E-form Editor – Changing column names in tables does not change visible row data names
  • E-form Editor – Deleting columns from tables does not change visible row data to match
  • Dollar signs in values is causing the Hide/Show logic to not work for number checks
• Viewer
  • URL parameters for category, doccategory, docname not working
  • Only 1 URL parameter working at a time (i.e. cannot open category and scan in single command)
  • Redirect from V3 screens not sending the Category, Subcategory, Name or Scan commands
  • Data Annotation button does not work if document opened from search results
  • After burning annotations into image, old image still shows until you refresh
• Variables
  • FORMDATA not working – throws error
  • DOCURL variable is adding a # sign when it is not needed
  • Custom variables with empty values are returning bracket field holders – ie. {0}
• Search
  • Full Text Search not finding as many matches as previous version
  • Changed “Has OCR” search options to “No Preference”, “Records Have Documents with OCR” and “Records Have Documents WITHOUT OCR”
• Notifications
  • Notifications do not show on the last day they are set to
• Admin .’
  • Record Types – Typo in Admin setting for Starts With/Ends With options
  • Record Types – Multi-Field Add does not remove spaces from field names
• Security
  • Login error emails triggered by scanning from browser
• Branding
  • Public E-forms not showing branding favicon
• Reports
  • Collaboration report ignoring the Created To field in search criteria
• Workflow
  • Multi-Value Update – Commit Immediately option not working
  • Button options for where to go after click not working if workflow buttons are in E-form
  • Loading workflow item using E-form View causes data referred to by E-form to be blanked out during E-form load
  • Document Exist rule – throws exception if not running within Record – Should return negative existence
• Licensing
  • Unlicensed feature options showing up in UI
• OCR
  • At times multiple documents can trigger workflow completion when only the last one should
• Portals
  • E-forms with document view not showing documents
  • Saving an E-form marked as Save Data Only not working