Content Comparison

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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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• 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, but may still be changed by a system process (such as a workflow step).
  
  
• 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.
  
  
• Users may now view their own checked-out documents using the "View > View Checked Out Documents" option.  Please note that administrators may also use this option to view the checked-out documents from all users, and undo the check-out action on behalf of the user if desired.
  
  
• A "Relevance" column has been added to the Search Results pane, allowing for the sorting of full-text content searches by relevancy.
  
  
• The default layout for all Desktop Client users may now be set at the server level.  This can be done by adjusting the layout as desired on a Desktop Client installation, and then copying the contents of the "%localappdata%\Prism Software Corporation\DocRecord Desktop Client\Layout" folder to the "\Server\Default Layouts\Desktop Client" folder in the DocRecord Document Server installation directory ("C:\Program Files (x86)\Prism Software\DocRecord\Server\Default Layouts\Desktop Client" by default).
  
  Note: This only affects the layout for new installations of the Desktop Client.  Users may still adjust the layout afterward as desired, and the custom layout will be saved going forward.

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• 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 using the DocRecord shell integration with Windows File Explorer, some users have reported a slowness in the right-click menu appearing for files.  This browsing folders in the Desktop Client, the Document List may sometimes fail to show the documents in that folder immediately and will require a refresh of that folder.  This issue is currently being investigated and will be addressed in a future the next release version.