What's New in DocRecord v5.0

Owned by Ben Ha (Deactivated)
Last updated: Nov 22, 2016

  • All-Inclusive – DocRecord is now all-inclusive, and is priced solely on the number of concurrent users.  This means that additional server and client components that previously had additional costs are now included within the concurrent user license model.
     

  • Workflow – In addition to the document-driven workflow available in the DocRecord Document Processing Server, user-driven workflow is now available through the DocRecord Workflow Server. The Workflow Designer makes it simple to visually build a workflow process using its drag-and-drop interface, and the process can then be initiated automatically based off of specific events occurring in DocRecord. Users will have a dedicated workflow queue, reflecting the tasks awaiting their attention.
     

  • eForms – DocRecord now includes a fully integrated eForms solution, allowing users to electronically fill out an HTML web form or PDF form and submit it to DocRecord. This completed form can then initiate a workflow process in DocRecord, allowing designated reviewers to approve the document for further processing. Simple eForms may be designed over a web browser using the Quick Forms Designer, while more complex eForms may be designed using the eForms Designer application. Once designed, these eForms can be published for use and will be available through a direct link or through the eForms Library.
     

  • HTML5 Web Client - The DocRecord Web Client has been completely redesigned using HTML5 technology, allowing users to access DocRecord through a smartphone, tablet, or any browser-enabled device. After securely logging into the Web Client, users may search and retrieve documents, upload new documents, revise documents through the check-out/check-in process, and take action on workflow tasks.
     

  • Capture Server - The DocRecord Capture Server allows a DocRecord administrator to design, test, and deploy a process to automate the capture of incoming documents into DocRecord. Documents may be captured through a watch folder, a virtual print queue, or as an email attachment, and then automatically submitted into DocRecord with index information through the use of a template. The index information can be automatically recognized from text and barcodes located in fixed zones on the page, or dynamically detected from anywhere on the page using unique trigger phrases.
     

  • Outlook Integration Enhancements - DocRecord's integration with Microsoft Outlook has been expanded, allowing users to access documents in DocRecord directly from the Outlook interface. Users may now browse the DocRecord folder structure, run searches, and view documents without ever having to leave Outlook. In addition, users may enable the "Send & Save" option to ensure that they are prompted to save all outgoing emails from Outlook into DocRecord.
     

  • Word Integration Enhancements - DocRecord's integration with Microsoft Word has been expanded, allowing users to check-out documents in DocRecord directly from the Word interface. In addition, users may now check-in a Word document directly from the Word interface, eliminating the need to switch between Microsoft Word and the DocRecord Desktop Client application. Enhanced saving is now built into Word, ensuring that if the same document is submitted into DocRecord more than once, a new version of the document is created in DocRecord.

  • Show Index Fields in Document List - In addition to the standard system fields (such as Document Name, Description, and Create Date), category index fields may now be shown as columns in the Document List of the DocRecord Desktop Client. Documents are now grouped by category tabs in the Document List, and the index fields specific to that category are shown as column headers. Users may then rearrange and sort by these index field columns as needed, making it easy to quickly identify a document within a large list.

  • Security on Index Fields - Security may now be set on individual index fields in a category. By assigning a user role to an index field, only users in that role may edit that index field's value in DocRecord (even if they have permissions to edit a document's properties). This facilitates the defining of "read only" index fields in a category, which are for informational purposes only and should not be changed by a user.

  • File Explorer Integration - Shell integration for Windows File Explorer has been added, allowing users to right-click on any file in a Windows folder and send it to DocRecord with index information.

  • Sign Documents - You may now add a live signature to PDF documents in DocRecord, using the "Sign" button in the Document Viewer of the Desktop Client and Web Client.  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.

  • Delete from Search Results - If this option is enabled, users with the appropriate permissions may delete documents directly from the Search Results pane in the DocRecord Desktop Client. This makes it convenient when documents need to be cleaned up quickly by searching and deleting.

  • Skip Label/Comment During Check-In - If this option is enabled, the prompt for a Label/Comment during the document check-in process will be skipped. This eliminates an extra step in environments where documents are checked-out and checked-in frequently.

  • View Own Checked Out Documents - Users may now view their own checked out documents by selecting "View > Checked Out Documents".  This option is no longer limited to administrators of DocRecord only.


For more details (including changes and fixes), please see the Release Notes section.