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  • 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.

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  • 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 eForm Designer application.  Once designed, these eForms can be published for use and will be available through a direct link or through the eForm Manager.
     
  • The eForms component is installed as part of the Workflow Server component.

  • To access the eForm Manager, please go to the following URL (where "SERVERNAME" represents the name or IP address of the server where the eForms component is installed).
    http://SERVERNAME/Prism/EForms/#/login 

WORKFLOW SERVER

  • 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.

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  • 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.
     
  • The Web Client no longer requires IIS in order to run, and is built into the installer for the DocRecord Document Server.

  • To access the Web Client, please go to the following URL (where "SERVERNAME" represents the name or IP address of the server where DocRecord Document Server is installed).
    http://SERVERNAME/DR/#/login

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.

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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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