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- 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 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.
- The "Workflow Documents" pane has been added ("View > Workflow Documents"), allowing users to view their private list of currently open workflow tasks and take action.
- With the new server option to "Allows Users to Delete from Search Results", 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. This option may be enabled from the "Tools > Server Configuration > Other Settings" section of the DocRecord Server Manager.
- The prompt for a Label/Comment during the document check-in process may now be skipped, eliminating an extra step in environments where documents are checked-out and checked-in frequently. Simply enable the "Skip Label & Comment dialog on document Check-In" option in the "Tools > Server Configuration > Other Settings" section of the DocRecord Server Manager.
- The folder tree structure has been optimized for environments with a very large number of folders, loading each section on demand.
CHANGES:
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GENERAL
- Microsoft .NET Framework 4.6.1 is now required as a pre-requisite to installing DocRecord. As a result, support for the Windows Vista and Windows Server 2008 operating systems have been dropped. Please see the DocRecord Specifications page for details, including the list of supported operating systems.
DESKTOP CLIENT
- The "Tools" and "Security" ribbon bars are now hidden by default, in an effort to provide a simpler default user interface. To unhide these ribbon bars, simply right-click anywhere in the ribbon bar and select "Customize the Ribbon...", and enable the desired ribbon bars from the right pane.
APPLICATION EXTENDER
- The Desktop Extender component has been renamed to the "Application Extender".