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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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