DocRecord v5.0.0.448 Release Notes

ENHANCEMENTS:

DESKTOP CLIENT

• You may now add a live signature to PDF documents in DocRecord, using the "Sign" button in the Document Viewer.  After selecting a region on the page to apply the signature, use your mouse or touch device to draw your signature and apply it, which will result in a new version of the document automatically being created.  In addition, the signature event is added to the document's audit history for future reference, tracking the date/time of the signature and the user who signed it.
  
  
• Users may now view their own checked out documents by selecting "View > Checked Out Documents".  (Previously, this option was only available to administrators to view the checked out documents for all users.)
  
  
• Support for dragging-and-dropping an email message from Microsoft Outlook directly into a DocRecord folder in the Desktop Client has been added, making it more convenient to move between the two applications.
  
  
• A "Send as Link" button has been added to the File ribbon bar of the Document Viewer, allowing users to quickly email out a document link out while viewing a document.
  
  
• A "Date Modified" column has been added to the Document List in the Desktop Client, allowing users to see the most recent date a document was modified in addition to the create date.  This column can be added or removed from the Document List view like any other built-in column.
  
  
• The size of the Folders pane is now saved, allowing users to resize the pane and remember that size for future use.
  
  
• Multiple documents may now be checked out and checked in at once.  This can be done by selecting multiple documents and then using the right-click "Check Out", "Check In", or "Undo Check Out" option.
  
  
• The "Sticky fields" indexing feature has been expanded to support remembering the last category selected when indexing multiple documents in a row.  Similar to defining sticky index fields, a sticky category may be set or unset through the right-click menu in the Document Properties pane.
  
  
• Improved the "Click Indexing" feature by eliminating the need to click-and-drag to capture date and currency values (such as Invoice Date and Invoice Amount).  These values can now be captured with a single click, just like any other text field. 

OFFICE EXTENSION

• You may now use the "Check-In", "Check-Out", and "Undo Check-Out" buttons in the DocRecord ribbon bar of Word for documents that were checked out using the Desktop Client.  This provides a deeper integration between the two applications, and eliminates the need to perform the check-in action through the Desktop Client only.
  
  
• The size of the "Send to DocRecord" window is now saved, allowing users to resize the window and remember that size for future use.

WEB CLIENT

• As is the case with the Desktop Client, you may now add a live signature to PDF documents in DocRecord, using the "Sign" button in the Document Viewer.  After selecting a region on the page to apply the signature, use your mouse or touch device to draw your signature and apply it, which will result in a new version of the document automatically being created.  In addition, the signature event is added to the document's audit history for future reference, tracking the date/time of the signature and the user who signed it.

EFORMS

• The Quick HTML Form has been completely redesigned, allowing for greater flexibility in the layout of the form by supporting up to 3 form elements per row and support for additional properties.

DOCUMENT SERVER/SERVER MANAGER

• "URL" has been added as a new index field type, allowing you to define a clickable URL link as an index value.  This can be helpful in situations where you need to be able to link to another application through a URL.
  
  
• When a user has one or more documents that are checked out, they can now be warned when attempting to close or log out from the Desktop Client and may click a button to access all their checked out documents.  This feature is disabled by default, but can be enabled as a global setting in the Server Manager ("Tools > Server Configuration > Other Settings > Warn Users of Checked Out Documents").  Please note that in order for this change to take effect, the DocRecord Document Service must be restarted.
  
  
• The maximum number of Document Viewer windows that can be opened at one time in the Desktop Client can now be changed using the "Tools > Server Configuration > Other Settings" section of the Server Manager.  This "Maximum Viewer Windows" field is set to "5" by default, and can be adjusted as desired.  Please note that in order for this change to take effect, the DocRecord Document Service must be restarted.

CHANGES:

GENERAL

• Microsoft .NET Framework 4.6.2 is now required as a pre-requisite to installing DocRecord.  Please see the DocRecord Specifications (v5) page for details, including the list of supported operating systems.
  
  
• Microsoft SQL Server 2016 is now officially supported for use with DocRecord.  Please see the DocRecord Specifications (v5) page for details, including which edition of Microsoft SQL Server should be used for your environment.
  
  
• During the setup wizard's installation/upgrade process for the Workflow Server, you will be prompted to install the "DFPSINTERNAL" print driver (if it isn't already installed).  This is a generic PostScript print driver required by the Workflow Server for various workflow tasks, so you will need to accept the security prompt and proceed with the installation.

DESKTOP CLIENT

• The "Category" column is now hidden by default in the Document List, since the category-specific tabs already exist.
  
  
• The Document Viewer now references "WorkPath" instead of "ScanPath Desktop" for the check out option.

FIXES:

DESKTOP CLIENT

• The Desktop Client installer does not allow you to proceed with the installation on 32-bit versions of Windows.
  
  
• When browsing folders in the Desktop Client, the Document List may sometimes fail to show the documents in that folder and will require a refresh of that folder.
  
  
• JPEG format files do not work for batch printing from the backstage view.
  
  
• When batch exporting documents using the backstage view, if multiple documents have the same Document Name then only one of those documents is actually exported to the designated folder.
  
  
• In the Deleted Documents pane, the "Purge All" button does not work unless at least one document in the list is selected.
  
  
• When dragging-and-dropping a new document into the Awaiting Commit folder, the document doesn't have the usual options for an Awaiting Commit document, such as the "Commit" button.  Instead, it is treated as if it is a normal folder with the "OK" and "Apply" buttons.
  
  
• In the Document Viewer, the "Document Properties" pane does not work properly in a non-docked "float" mode.  It should close when the Document Viewer window is closed and maintain that state when the next document is opened.
  
  
• The export of a document fails when the Document Name contains invalid filename characters.
  
  
• For documents that are not text-searchable (e.g. TIFF and PDF image), the "Click Index" button must be clicked twice before it can be used.

OFFICE EXTENSION

• When dragging-and-dropping an email attachment into a DocRecord folder in Outlook, the Document Viewer window that appears doesn't work properly with dynamic choice list index fields.
  
  
• When using the Word add-in to insert the Document ID automatically into the header/footer of the page, it does not work if the "Different First Page" option in Word is enabled.
  
  
• The "Workflow Inbox" in Outlook does not consistently show pending workflow documents. 

WORKFLOW

• When submitting an eForm to a workflow process, the "Merge Form" workflow task may generate PDF output that is partially cut off.

APPLICATION EXTENDER

• When editing an existing configuration that uses OCR as the data extraction method, the OCR capture window's position is always reset to the top left of the screen instead of remembering the previous position when it was originally configured.

KNOWN ISSUES:

WEB CLIENT

• When adding a new document, the document does not get properly created in DocRecord.  This is a known issue that will be addressed in the next maintenance release version of DocRecord.
  
  
• When viewing documents in Awaiting Commit, the "Apply" button is shown instead of the "Commit" button, preventing the document from being committed into its final folder in DocRecord.  This is a known issue that will be addressed in the next maintenance release version of DocRecord.

OFFICE EXTENSION

• Manually disabling the DocRecord Office Extension add-in within Outlook may cause the application to crash.  This is an intermittent issue that is currently being investigated, but it is not observed during normal usage of the Office Extension component.
   
• When Outlook is open with the Office Extension module installed, an additional Outlook window called "AdxTaskPane" may show in the Windows taskbar.  This is an intermittent issue that is currently being investigated, but it does not affect the functionality or use of the Office Extension module.

EFORMS

• In the eForm Manager web page, using the "Get URL" button doesn't work.  This is a known issue that will be addressed in the next maintenance release version of DocRecord.  A workaround is to use the eForm Designer application ("File > eForm Manager") to obtain the URL of the eForm instead.

DPS

• When upgrading from an existing v4.1 installation of DPS, the "Modify Document" object in any existing processes will lose its properties.  This is a known issue, and due to DPS not being supported after DocRecord v5, this issue will not be addressed.  A workaround is to edit the "Modify Document" object in each of the DPS processes affected and reconfigure the properties.