Version 4.34
Release Date: 2025-09-07
Custom AI Models
This version adds support for Custom AI Models which can be built to extract information from most custom forms. If you have forms that cannot be read using one of the standard invoice, ID, bank statement, etc. models, then you can use a Custom AI Model. Work with your Sales team to start defining your custom document type needs.
Functionality Change
Toolbar E-forms will change so their width is not locked to a certain size. The Min / Max Width settings you use in the E-form will be used for the E-form’s drop down panel size. To prepare for this change, simply be sure you have at least the Min Size configured in your Toolbar E-form. For comparison, the size was originally set to 620px so if you liked that size then set your Min Width and Max Width to 620px in your E-form’s Display Settings.
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
- Workflow
- OCR – Added “Custom AI Model” indexing type
- Rules – Added NOT LIKE option to Value Comparison
- JSON Loop – Added ARRAYINDEX variable that tracks current 0-based index of loop
- Made linked fields in workflow lists more efficient / faster
- Reassign to Users – Updated logic to allow multiple dynamic user/team field names using variables
- Added General Forms Indexing action to make indexing Records with AI General Forms data simpler
- Search
- Sped up ‘Routed to Me’ searches
- E-forms
- Scanner Field – Updated help text to make it more clear how to use it
- Added menu option to open calculations help
- Search Results – Added ability to remove records from list via ‘Remove Record by ID’ action
- Search Results – Added option to refresh specific list of Records instead of all
- Added ability to remove rows from tables using client-side table commands
- Changed Toolbar E-form settings to auto-size its width based on the E-form’s configured width settings
- Added Test Value setting per field as well as an Open with Test Data button
- Added menu options to add multiple fields:
- Add by name only from list
- Add defined from pop up screen
- Add from AI General Forms process
- Added action type to download shown document in Document Viewer
- Viewer
- Added Quick Unlogged Share option to document shares
- Notes – Added filter function to find specific notes easier
- Reports
- Changed Usage Report’s purge function to allow admins to purge documents they wouldn’t normally have rights to
- Variables
- DMGET2 – Added support for full variables in custom fields by allowing the use of \\ in place of |
- JSONWHERE – Added range matching for number and date values
- USER variables that return JSON now return Status of user (Enabled=1, Disabled=0)
- FORM – Ordered variables so they are retrieved in page order when using JSON delimiter
- Add-Ins
- Added ability to set colors on lower toolbar add-ins
- Added ability to use the add-in name in lower toolbar add-ins
- Security
- Added security option to allow site to be embedded in iframe
- Premise OCR
- Added ability to segment OCR jobs by type and tags
Fixes
This is a list of the issues we fixed since the previous release
- Workflow
- Classify – Saving classified documents is causing database locks
- Filtering list does not work for every field value
- Search
- Quick Edit not saving when using E-form for entry
- Toolbar
- Archival license level icon not showing in toolbar
- Branding
- Login screen background color not working
- Date Formatting
- Date Format issue when using yy for year (browser only)
- Variables
- OCRTABLE not always returning data (JSON parsing interfering)
- E-forms
- Search Results – Search is re-running when field becomes visible
- Signature pad not recognizing signature if mouse/pen not lifted before going out of sig block
- E-form entry fields do not get focus during click-indexing in viewer
- Click indexing into a linked field in a table does not trigger the linked field lookup
- Form-level Custom CSS is affecting designer controls
- Linked Field auto-populate settings are not blanking out fields when no data is returned
- Data Saving / Entry
- Data values that were only changed by their case (upper vs lower) are not being saved
- “Save and Add Another” option in Entry not working when using an E-form entry screen
- Three numbers separated by commas is causing conversion to number
- Viewer
- Downloaded file has no extension where the Document has no name
- Annotations on some TIFs are burned in at the wrong coordinates
- CSV viewer shows extra line at end
- Documents
- Long document names cause OCR and Download errors
- Asset Tracking
- Request Notifications send duplicate emails if same address used for multiple users