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- The User Pool now features the ability to filter the user/group results from Active Directory (AD). This makes it simple to locate a specific AD user or group by entering part of the username or group name, particularly in organizations with large AD environments.
- The DocRecord Server Configuration screen ("Tools > Server Configuration") now features a "Search" tab, allowing the administrator to configure global search settings in DocRecord. This includes the ability to define which type of keyword search is used for the Basic Keyword Search (e.g. "All of these words" instead of "Any of these words"), and defining a minimum relevance filter for full-text searches.
- "USERNAMEBASE" has been added to the list of category tokens for the "Default" column, "USERNAMEBASE" returns just the base username (e.g. "jdoe") while the existing "USER" token returns the fully qualified username (e.g. "jdoe@irvinedata.com").
OFFICE EXTENSION
- 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, view documents, and handle workflow tasks 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.
- 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.
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- 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.
- DocRecord is now all-inclusive, meaning that most server and client components no longer need to be purchased separately and are included under the concurrent user licenses. However, the DocRecord components requiring separate license keys still need to be licensed in the same way as with v4.
- The "Work In Process" system folder has been removed. Going forward, the "Awaiting Commit" system folder shall be used as the default folder for all categories, including "[Unassigned]".
Note: If you are upgrading from a previous version of DocRecord (prior to v5), the "Work In Process" folder will be moved automatically under "Awaiting Commit" as a subfolder. If no documents are in the "Work In Process" folder, it may be safely deleted by the administrator. - Going forward with v5 builds, the properties of the Windows services for DocRecord will be maintained when upgrading to a new version. This includes the service logon account information as well as the service startup type (previously this information would have to be re-entered after upgrading).
DOCUMENT SERVER/SERVER MANAGER
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- The Desktop Client now runs as a native 64-bit application. A Start Menu shortcut to the 32-bit version of the Desktop Client is automatically installed with the 64-bit version, allowing for compatibility with 32-bit operating systems and configuring data source connections with 32-bit ODBC drivers.
- The "Tools" and "Security" ribbon bars are now hidden by default, in an effort to provide a simpler default user interface. To show 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.
- The folder tree structure has been optimized for environments with a very large number of folders, loading each section on demand.
- When running a search, the status bar now displays "Searching" to provide more feedback to the user that a search is in progress.
- Users may now drag-and-drop documents into the "Awaiting Commit" folder and its subfolders.
- The option to generate a barcode cover sheet has been moved from the "Tools" ribbon bar to the "Document" ribbon bar ("Document > Generate Cover Sheet").
- More detailed error messages are now shown when the Desktop Client launches or logs into DocRecord, differentiating between server connection issues and licensing issues.
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