Release Notes – Version 4.22

Release Date: 2024-04-27

New and Updated Features

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

• System Data Formatting Change
  • Changed data saving/searching logic to treat leading zeros that look like currency amounts as numbers instead of strings (0.08, 00123.45). Values like this that are already saved will remain treated as string values. New ones saved or updated will be treated as numeric.
• Record Preview
  • Added an “Open in New Window” button to the Record Preview window
• Variables
  • ERRORCOUNT – Returns the number of errors that have been logged within a date range
  • SERVERBANNERURL – Returns the URL for the image banner used in the Public Search screen and default E-form image
  • DOCLINE – Returns the first line in a text-based document that matches the specified text
  • DOCLINENUM – Returns the line number of the first line in a text-based document that matches the specified text
  • DMGETOPTIONS – Added support for Filter and Amount values to be pulled into dynamic lists
  • LICOUNT – Added wildcard support to the WHERE Clause for matching on partial values
  • DMGET2 – Added support for line items fields to be returned
  • TABLEROWCOUNT – Changed the LINENUM parameter to default to True instead of False for better table looping
• Merge Documents
  • Added ability to use a web URL for images that are merged into docs (Word only) by prefacing with “URL:” along with the URL for the Alt Text. See the “To Merge a Web Image” section this article – https://docmgt.com/document-merge-templates/ for details.
• Workflow
  • CSV Loop – Added option to skip the First/Last N lines
  • CSV Loop – We now strip out non-printable characters like line feeds, etc from the header names
  • Convert to CSV – Added action to convert XLS and XLSX files to CSV
  • Convert to PDF – Changed logic to allow converting PDF files to PDF (allows for compression, etc.)
  • Convert to PDF – Add variable support to the Save Document settings
  • Run Connection – Added multi-update when no records found via connection
  • Reorganized Assignment / Misc section and only allow compatible settings to be selected
  • Added support for Contracts as part of our AI / Machine Learning tools
  • Added option to confirm workflow button click with custom text
  • Lookup Table Reverse Validator – Updated logic to better match on values with delimiters such as hyphens, etc.
• Viewer
  • Email button added for E-forms (system will attempt to merge form into template for emailing)
  • Updated “Download with Annotations” option to convert selected documents to PDF before download
  • Added a “Print Checked Documents” option
• Admin
  • Changed “Select All” in all admin lists to only select those items that are in the current filtered list and deselect the hidden items
  • Branding – Added SVG support for image upload
• Personal Work Queue
  • Added option to clear your Personal Work Queue. It is available in the My Settings area.
• Home
  • Updated Home Page layout to better fit in mobile screens
• E-forms
  • Added ‘Go To Page’ action
  • Added ‘Perform Field Validation’ action
  • Added {PageNumber} variable that evaluates to the current page number
  • Added direct entry for all slider controls in Form, Page and Field properties
  • Added field-level label width property
  • Added SVG support for image upload
  • Added options to Split and Merge pages
  • IFRAME – Added option to allow for pages to send data back to E-forms
  • Search Results – Added column width setting
  • Search Results – Update Mapping Screen
  • Search Results – Added ‘NoWrap’ setting
• Inline Exporter
  • Added option to remove LF and CR from data values
• Office Add-Ins
  • We now create EXE and MSI versions of the installer to allow for automatic/pushed installations
  • EXE and MSI versions are available for download in the Admin / Software section

Fixes

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

• PDF Merge
  • PDF Merge not allowing IMAGE:  tag for images
• Searching
  • Large JSON values slow down searching during the data formatting phase
• Search / Security
  • Record security with multiple AND criteria not working correctly
  • Only first 25 teams are being used to determine security for logged in user
• Login Screen
  • Right image box has invalid padding on left and right which shows border
• E-forms
  • Custom fields not working properly after saving new item
• Viewer
  • Downloading multiple documents converts them to PDF binary
• Data
  • Numbers in parentheses are being converted to 0