Release Notes – Version 5.46

Release Date: 2026-11-07

 

New and Updated Features

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

• AI
  • Upgraded to newest AI models
    • Operational performance is up to 50% faster
    • Results are markedly improved
    • Token usage is slightly higher from some operations and lower for others
  • Chat bot can now be asked to open or return information about records such as:
    • “Open the John Doe employee record”
    • “How many invoices are due next month?”
    • “How many invoices have we received this year from this vendor?”
  • Chat bot can also be asked to generate content
    • “Make a pie chart showing each vendor’s total invoice amount this quarter”
    • “Start a new Employee record for John Doe, DOB 1/1/2020”
    • “Start a new Expense Report”
    • “Start a new Expense Report for Project Service dated 11/1/2026”
  • Added language selection to all summarizer and explainer AI features
  • Ask DoM – Responds in the language that was used for the question
  • Ask DoM – Ask for an alert or reminder in your own words (“email me the overdue invoices every Monday at 9”, “remind me when this invoice comes due”) and a filled-in New Alert opens for you to check and save
  • Added dictation (speech recognition) to AI features including both chats
• E-forms
  • Added help button on each field in the designer to access the field help quicker
  • Add Multiple Text Fields and Add Multiple Defined Fields – Added ability to paste CSV column header in to create multiple fields
  • Add Markdown format support to Text Label field
  • Added QR Code scanning capability to Text Fields and as an Action to update any field on scan
  • Client Has Camera – New -Client- condition (and Client Has No Camera) so a field or button, such as one that runs Scan QR Code, only shows on devices with a camera
• Record Types
  • Add Multiple Fields – Added ability to paste CSV column header in to create multiple fields
  • Retention – Added CRON to the retention scheduling option
  • Retention – Added a Time of Day for the Day, Month, Year selections 
  • Automation – Changed default Time Zone to server time
  • Automation / Retention – Updated CRON entry to a GUI selector
• System
  • Updated various client libraries
  • Updated rich text editor to new library
  • Updated icon selector to add grouping and also added more icons
• Start Page
  • If start page is a Record which no longer exists, User is now sent to Home with message
• SOW Builder
  • Errors in generating SOWs are now shown at the top of the SOW Builder screen and when hovering the error code in the report
• Security
  • Updated MFA keys so users will have to perform new MFA on next login if MFA is being used
  • Password security updated to current NIST recommendations or length only. Special characters are no longer recommended.
    • Low = No specific password requirements
    • Medium = 8+ characters
    • Strong = 12+ characters
• Automation and Workflow Logging
  • Added options to preserve Automation logs for review
  • Workflow Monitor logs are now preserved to Run History
  • Added Run History report for reviewing Automation / Workflow logs (available to Admins with Reporting rights only)
• Viewer
  • Added option to show the Document List and the Record Edit panel at the same time, in a stacked view
  • Added “Add Text Document” option to create TXT/MD files directly in the viewer
  • Admin “Explain Security” option now explains the security for users more clearly
  • Form Packages – Added to be able to send public forms for completion as a packet
  • Record Notes with links added via Add Record Note action or REST are malformed
  • Added CTRL-S hotkey to save text files while in edit mode
  • Added formatting toolbar to MD file editor
• Workflow        
  • AI Generic Split is renamed AI Split and Index and it can now split and index (including line items) in a single action with saves time and tokens
  • Combine Documents – You can now specify an order for the documents to be combined
  • AI Bulk Extraction action created for converting invoice data to CSV for documents up to thousands of pages (examples: large corporate phone bills and multi-property utility bills)
  • Remove Blank Pages action – Removes blank pages from PDF documents with optional AI Review
  • Document Loop now allows for delimited list of Document IDs
  • AI Document Split – Added ability to split multiple documents
  • AI Document Split – Added ability to place indexes into Line Item data
  • Follow Ups – Updated CRON entry to a GUI selector
• Reports
  • Missing Document – shows the first 4 fields of the Record Type instead of showing a single column with raw data
  • Doc Shares – Added Record Type selector to show only those from a specific Record Type
  • User Searches – Shows Username instead of ID and added CTRL-CLICK handler on ‘Run this Search’ button to open in new window
  • Error report now has a click to view the message with a copy button
• Search
  • Added ability to chart values based on counts by field value without requiring date-based values
  • Generate Report – Create an Excel or PDF report of your search results, with the search’s chart, from the action menu on the search results screen 
  • Alerts – Added scheduled reports so users can have searches sent to them on a schedule
  • Added “Date group by” setting to charts so users can control the chart data grouping as Year, Month, Week, Day, or Auto (default)
• Document Shares
  • Document Shares – Logs the name of user who opened the share if it was internal
• Collaboration
  • Form Packages – Send E-forms that are already on a Record to someone outside DocMgt to fill out and sign, using one link. Start one from the Checked Documents Menu in the viewer or from the Portals panel. Track each form’s progress in the Portals panel, optionally protect the link with a password and an expiration date, and get an email when every form is completed
  • New Form Packages Report, under Document Reports
  • New Record Type setting to allow users to send Form Packages of a Record’s E-forms (off until turned on)
  • When portals are opened by authenticated users, the name of user who opened the portal is now logged
• Asset Tracking
  • Search results show who has an asset as an “Assigned” icon whose hover text shows the assignd user
  • “Asset Activity” report is renamed “Asset Inactivity”
  • Enterprise Edition – Asset Managers are limited to the Record Types they have normal access to. Archive Edition Asset Managers are global adn annot be limited by other rights.
• Variables
  • QUARTERSTART / QUARTEREND – Calculate current, past and future dates based on quarters

 

 

Fixes

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

• AI
  • Token usage was under reported on builder, summarizer, explainer, analyzer jobs. This build fixes the token reporting so the token usage for these job types will go up.
  • Token usage for the E-form Calculation and Condition writers and the App Documenter were over reported so they will go down as of this build. 
  • End User AI features still showing when the site is AI but the token limit is set to 0
  • AI Document Classification processes the first document found then deletes other documents (need to not delete others)
  • MCP document upload could fail with larger documents
• Viewer
  • Line item column footers are sometimes out of alignment with the data columns
  • CSV columns that are text do not sort
  • Rearranging and removing pages could make OCR and Annotations associate with the wrong pages 
  • Convert to PDF is not burning in annotations
  • Clicking a workflow button from the workflow panel does not save the Record before actions are run
  • When a button does not advance workflow, the current work item buttons are lost after the click
  • E-form print and download using a merge template is not merging line items
  • Notes with links break when added thru Add Record Notes workflow action
• Add-Ins
  • Work Trigger ID filter not working
• Workflow
  • When the viewer loads after an initial workflow route event, the routed item is not always loaded for the user if they are the recipient of the route
  • Email action would not resolve variables values in email addresses that were sent into the Action Set from an E-form directly
  • Send Collaboration Portal action would not resolve variables values in email addresses that were sent into the Action Set from an E-form directly
  • JSON oriented actions do not work with JSON data that is typed directly into into them or when JSON is returned from another call AND when there is an Alternate Record in use. Affected actions:
    • Build JSON
    • JSON Loop
    • Make REST Call
  • Make REST Call action does not use RECORDCTR or other counter variables properly
  • Split Mode view caused errors when completing the item unless the next step was also the active user’s
  • Overdue and Coming Due items not properly showing their status in the list or filter
  • Prompting for a Multi-Option value does not work
  • When waiting on child work items, the workflow stops processing but does not tell user why
• Search and Entry
  • European date formats are flipping month and day when using in search or entry
  • Editing a saved search caused the search criteria to also be added to the Custom Fields list
  • Password strength rules are ignored for password changes
• Searching
  • Full text searching for terms like ABC123:01 or ABC123/01 can time out
• Record Type Admin
  • Deleting a Retention or Automation removes the last item from the list and not the one that is clicked on
  • The default CRON schedule for a new Automation is incorrectly formatted
• E-forms
  • Get Value From Other Field setting always selecting the top field on the form
  • Repeater fields did not fully support Signature Pad fields
  • Calling an Action Set with a Multi-Option field fails. Now values are converted to comma-delimited list for sending.
  • Calling the Refresh Form Data with a Multi-Option field fails
  • Tables – Option columns not showing their Custom Option settings
  • Viewer fields and iFrame fields – Designer border does not reflect their true defined height
  • Pie and Doughnut charts are showing grid lines
  • V3 public URLs no longer work
• QuickBooks Online
  • Refresh token not always checked before expire so refresh would not always work
• Variables
  • CSVFORMAT does not properly wrap quotes into other quotes for CSV output
• Branding
  • Easy branding swapped the sub-heading text color with the heading text color
• Teams
  • Team logo data (feature that was discontinued in V5) is interfering with logo branding
  • Team logo data is still in the Team Import/Export routine
• Asset Tracking
  • Asset features are showing on every Record Type – even those with no asset tracking config
  • Returning an asset from Home does not email waiting requestors
  • The Assets screen says “All Actions Saved” even if some assigns failed
  • The Requests tab does not reload after an Assignment from the Record screen
  • Barcode support for codes (XDONEX, etc) not implemented on the Assets screen
  • Returning from the Record screen emailed only the oldest requestor
• Security
  • Google SSO not working all the time
  • IP Limits not working properly
• Reporting
  • View, Print, Download not being logged for documents