Versions Compared

Version Old Version 9 New Version 10
Changes made by

Ben Ha (Deactivated)

Ben Ha (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Note
titleImportant
  • If you are planning on upgrading from a previous version of DocRecord (prior to v5), please note the following:

    • The previous Web Client, which was based on Microsoft Silverlight, is no longer available and has been replaced with a new HTML5-based Web Client.
       
    • The Automation Server has been replaced with the Capture Server going forward in v5, but is still available (upon request) to allow for backward compatibility when upgrading from previous versions of DocRecord. Please note that v5 will be the last major version of DocRecord that supports the Automation Server. If you would like to convert your existing Automation Server configuration to use the Capture Server, please contact sales@prismsoftware.com for a professional services quote.
       
    • The Document Processing Server (DPS) has been replaced with the Workflow Server going forward in v5, but is still available (upon request) to allow for backward compatibility when upgrading from previous versions of DocRecord. Please note that v5 will be the last major version of DocRecord that supports DPS. If you would like to convert your existing DPS configuration to use the Workflow Server, please contact sales@prismsoftware.com for a professional services quote.
       
    • If you would like to request a download link for the Automation Server or DPS components, please contact support@prismsoftware.com and provide the current version and build number of DocRecord that you have installed.
       

  • Otherwise, for a clean installation simply follow the instructions in the "DocRecord Installation Guide" PDF file.

...

  • 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.

...

  • Intermittent "system out of memory" errors that may appear when working in environments with a very large number of folders.

  • When printing documents with mixed orientation pages from the Desktop Client, the landscape orientation pages become cut off in the print out.

KNOWN ISSUES:

  • 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 componentCurrently the Desktop Client installer does not allow you to proceed with the installation on 32-bit versions of Windows.  This issue is currently being investigated and will be addressed in the next release version.
     
  • When 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 intermittent issue is currently being investigated and will be addressed in the next release version.
     
  • 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.