Version 4.29
Release Date: 2025-03-15
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
- E-forms
- Actions – Added REST Action
- Actions – Added variable support to ‘Execute When’ logic
- Public E-forms – Added ability to add Document ID to the URL to load a specific document instead of creating new documents
- Added ability to activate a Button Bar button by setting the field value to the button’s number
- Added option to refresh record after save
- Timer Field – Add ‘Run When’ logic to allow the timer to be stopped
- Multi-Action Fields – Added looping for the actions
- Linked Fields – Added option to allow users to enter new linked values
- Workflow
- Button – Notes Prompt will no longer save notes that are blank
- Changed viewer interaction with display mode to keep entry screen open after save within workflow
- Auto-Classify – Added the ability to break on page numbers
- Auto-Classify Commit – New action to allow for classifying without commit and then committing later
- Added WFURL and WFLINK support to SMS notification
- Sped up workflow item loading by optimizing SQL
- Sped up the re-loading of workflow lists
- Updated workflow list ‘Loading…” display
- Added XLSM as a valid merge template file type
- Machine Learning – Added Bank Statements model
- Added linked value caching to speed up workflow list rendering
- REST Call – Added Request Headers
- Assignments – Added option to prompt users if they take an item and not complete it before leaving viewer
- Added help icons to actions to get right to that action’s help topic
- Reassign Actions – Added option to find workflow if not in context
- Added ‘Assign to Me’ option in reassignment screens
- Added action to start new E-form by ID
- Added Display setting to not show workflow buttons in E-forms
- UI will now expand parent workflow panels when editing trigger from direct link
- Trigger list – Expand processes to show trigger last edited
- Convert XLSX to CSV – Added ability to specify which worksheet to convert
- Update editor field font for better readability
- Viewer
- Added options to rearrange panel buttons in viewer footer area
- Added setting to show panel buttons as collapsed into a drop down menu
- Added ability to show E-forms as footer panel entries
- Added ability to show Record screen Add-Ins as collapsed into a drop down menu option instead of as a button
- Added thumbnails option to documents list
- Updated line-item entry panel format for better layout
- Workflow Panel – Added button to edit work trigger (admins only)
- Workflow Panel – Added button to run follow-ups for work item (admins only)
- Added “Add Notes” option to Document Shares (admins only)
- Adjusted document list indention
- Allow ENTER key to submit document edit changes
- Allow users to tab to select drop down values in document edit screen
- Added @EditEformID value that changes the entry screen based on its value
- Merge Checked Documents – Added ability to rearrange documents before merge (Enterprise Only)
- QuickBooks Online
- Added support for QBO Custom Fields in our Bill Save, Invoice Save and PO Save actions
- Added support for attachment uploading for Bills and Invoices
- Added support for TERMS for Invoices and Bills
- Cloud OCR
- OCR Action – Added option to use the new, much improved Machine Learning model (V4 in Advanced tab for ML operations only)
- Machine Learning – Added Bank Statements
- Updated Barcode support
- Premise OCR
- Updated premise OCR to use newer OCR engine which is faster and more accurate
- Updated Barcode support
- Variables
- DATAHISTORY – Added ChangedBy property to returned JSON objects
- DMGETCHARTDATA – Returns Record data i a format that is used by Chart fields in E-forms
- FORM – Added ability to return all FORM data as JSON (use empty parameters)
- FORM – Added Value, Delimiter and Names parameters
- TABLE – Added ability to return multiple columns using ^ as delimiter
- DocuSign
- Updated DocuSign integration to the latest version
- Reports
- Added preset date ranges as options in report search forms
- Added link to Work Item Current Summary report from Work Item Current report
- OCR – Machine Learning – Added Bank Statements
- Change Logs – Added panel that shows what changed from the previous version of item
- Search
- Added preset date ranges as options in search forms
- Added ability to sort by multiple fields in the search screen
- System
- Enhanced the speed and efficiency of browser caching
- System Options updating oddly after update
- Search
- Added help notice when global search times out
- Toolbar
- Added option to remove start page
- Branding
- Added border color to panel headers
Fixes
This is a list of the issues we fixed since the previous release
- Viewer
- E-form printing – Multiple page forms showing blank pages past page 1
- Record info not refreshing when OCR complete
- Merge Checked Documents – If the first document to merge is deleted then the newly merged document will also be deleted when it is created
- E-forms
- Signature Field – Record signature causes browser error (no user impact)
- Document Viewer – View Width causes infinite resizing of image
- Document viewer – Allow annotations setting not working if user had read/write access to document
- Fields with options are returning AMOUNT value when using {} instead of VALUE if there was an amount defined
- Workflow
- Document Data not available for DOCDATA variable to work in workflow
- Buttons that do not advance workflow break the Work Selected logic from the Home page
- Delete Line Items action removes (not deletes) table data from active record
- Error saving QBO invoices and bills when General Forms OCR process used
- Retention
- Retention logic not honoring date or number ranges in criteria
- Search
- Negative numbers not sorting or searching properly
- My Searches panels on Home page created Last Search entries when viewed
- Deferred Actions
- Deferred Actions failing intermittently
- Caching
- Work trigger lists getting too large for browser cache
- Admin
- Merge Templates and Automation settings were showing with Archival Edition even though they would not work
- OCR
- Words being saved for full text searching have encoded line feed characters in the text, causing some terms to be missed when searching
- Variables
- TABLE – Where clause only works if you return the column you need for where