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Table of Contents

Desktop Client

Desktop Client - Enhancements

Desktop Client - Resolved Issues

Version

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6.7.3 -

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Jan 2021

  • Added the option in the Desktop Client to include a Default Scan profile when performing a document scan

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Added better support for Show All Pages and should now work correctly when Click Indexing. It
should add click indexing to more pages as the user progresses through pages.

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Disabled quick search, which also fixes the issue with quick searches being prioritized when going
into advanced search. In addition, also cleared the quick search when going into the advanced
search results.

Version - 6.7.2 - Dec 2020

  • Added and verified Kevin's enhancements that account for errors such as file locks/file accessing, filtering by JSON files, and enhanced processing methods so that it would run more efficiently.

  • Disabled Save button when attempting to add dynamic choice that has not been modified in the server
    manager or desktop client.

  • Added base implementation for saved searches. This includes functionality to delete/add/create a
    new saved search. In addition, we should now be able to search by using multiple categories.

  • Disabled quick search, which also fixes the issue with quick searches being prioritized when going
    into advanced search. In addition, also cleared the quick search when going into the advanced
    search results.

...

  • . This will allow users to perform continuous scanning without having to specify the which scanner to use each time. [DR-843]

Version 6.7.1 - Oct 2020

  • Added individual read/write permissions for user roles for document notes

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Added more checks to ensure that negative lengths in a index field do not throw an error and are
fixed properly.

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Added constraints for MFP Document Security category, as well as add specialized MFP Security Jobs
role.

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Added the ability to edit category names.

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Added choice list support for choices in query search.

Fixes

...

  • . [DR-1829]

Version 6.7.3 - Jan 2021

  • Fixed an issue

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Fixed an issue with document sidebars not scrolling properly under different resolutions.

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Fixed an issue with the document toolbar relations where opening the relations menu without a cross
reference document selected returned an error.

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Fixed an issue with Parent Path not updating folders properly when moving folders.

...

  • in both Desktop Client and Web Client with moving/dragging folders and with Parent Path not updating folders properly when moving folders.

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Fix for Workflow Actions Approval Buttons in Web Interface not Working.

...

  • [DR-1057]

Version 6.7.2 - Dec 2020

  • Fixed an issue with

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  • the first index value being skipped after selecting a Category. [DR-1959]

  • Fixed an issue with

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Fixed document toolbar allowing users to cross reference personal and non-personal documents - Version.

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Fixed an issue with console errors displaying when deselecting categories, as well as searching
with multiple categories.

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Fixed an issue with filling index table values in the document viewer when switching categories.

...

Fixed an issue that allowed users to create cross references between personal documents and
non-personal documents.

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Error messages when importing keywords/MFP Printers is now more user-friendly.

...

Fixed an issue with click indexing in the Document Viewer not filling index values when in the main
Index Value/Document Detail tab.

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Fixed console error in Document Management. Console error will not be displayed when more than one document is selected to open, annotate, sign.

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Expression in Document Policy Does Not Save.

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Fixed an issue with moving/dragging folders where it would allow you to move a folder to another
folder containing children that have the same name as the folder being moved.

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Fixed an issue where default system roles could be deleted.

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  • "Load In Native Application" menu ambiguity for documents in "EForm" Category. [DR-1711]

Version 6.7.1 - Nov 2020

  • Fixed an issue where a drop-down menu to select a folder was not working in "Generate Cover Sheet" function. [DR-2076]

  • Fixed an issue with scan button not being activated properly when appropriate scan devices are registered. [DR-1623]

  • Fixed an issue in both Desktop and Web Client with accessing documents in folders when the index value contains quotes. [DR-2134]

  • Fixed an issue where the file name becomes the same as the document name when shared via File > Share > Email. [DR-1663]

  • Fixed an issue where the Search Pane > Relevance Column was reappearing after it was hidden. [DR-1659]

Web Client

Web Client - Enhancements

Web Client - Resolved Issues

Version 6.7.3 - Jan 2021

  • URL mask and length are now editable in the Web Client. [DR-2335]

  • Added better support for Show All Pages so that it now works correctly with Click Indexing. It will now add Click Indexing to more pages as the user progresses through pages. [DR-2114]

  • Added base implementation for saved searches. This includes functionality to delete/add/create a

...

  • new saved search. In addition,

...

Fixed issue in web client for Document Viewer => Unnecessary Duplication Policy popup is getting
triggered. Document Viewer => Unnecessary Duplication Policy popup would not be triggered in web client.

...

Fixed issue with User is able to select days in -ve for retention policy. User is prevented to select days and years in -ve for retention policy.

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Fixed an issue with the document viewer not displaying the new Index Value Table sidebar properly.

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Fixed an issue with DR Server Manager > Configure Server > Other Settings where labels were cropped. Now the labels' size is calculated on-the-fly which will make them draw as per screen resolutions.

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Fixed an issue with validators erring out with required Date Fields.

...

  • users can now search by using multiple categories.

...

  • [DR-2179]

  • Added support for eForms when a Workflow is configured to have additional forms within Approval or User Choice nodes. [DR-2050]

  • Added the ability to select from a Choice List in Query a List Search. [DR-1822]

  • Enhanced Advanced Search so that it now allows users to search for more than one category at a time. [DR-2184]

  • Added the ability to edit category names. [DR-1490]

Version 6.7.1 - Nov 2020

  • Decimal places now appear for numbers when viewing documents in Document List View for both Web and Desktop Client. [DR-1908]

  • Fixed an issue with "Send as Link" button on .rtf files causes crash in Desktop Client. [DR-1894]

  • Added more checks to ensure that negative lengths in an Index field are handled properly. [DR-1492]

Version 6.7.3 - Jan 2021

  • Fixed an issue with the document toolbar relations where opening the Relations menu without a cross
    reference document selected returned an error. [DR-2304]

  • Fixed an issue with table field values not populating correctly. [DR-2113]

  • Fixed

...

  • an issue with moving/dragging folders where it would allow you to move a folder to another folder containing children that have the same name as the folder being moved. [DR-1057]

  • Fixed an issue

...

  • where Workflow Actions Approval buttons in the

...

  • web interface were not working. [DR-2211]

  • Fixed an issue

...

  • where users were allowed

...

  • to create a Relations cross

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  • reference between personal

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  • and

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  • non-personal documents. [DR-2160]

  • Fixed an issue where changes could not be made to a document that required a Date field. [DR-2187]

Version 6.7.2 - Dec 2021

  • Quick search is now disabled, which also fixes the issue with quick searches being prioritized when going into advanced search. Quick Search is now cleared when going into the Advanced Search results. [DR-1347]

  • Fixed an issue where the Expression in Document Policy would not save. [DR-1246]

  • Fixed an issue where Workflow Actions Approval Buttons in the web interface were not working. [DR-2211]

  • Fixed an issue with filling index table values in the document viewer when switching categories. [DR-2255 ]

  • The Web Client, under Index> Choices, when selecting the Dynamic option, the Save button is now disabled if the ODBC connection has not yet been configured in the Server Manager or Desktop Client. [DR-1572]

  • Error messages when importing keywords/MFP Printers are now more user-friendly. [DR-1360]

  • Fixed an issue with

...

  • Click Indexing in the Document Viewer not filling index values when in the main
    Index Value/Document Detail tab.

...

  • [DR-2255]

  • Fixed an issue

...

  • where

...

  • default system roles could be deleted.

...

  • [DR-2089]

  • Fixed an issue in the Web Client for Document Viewer

...

  • > Unnecessary Duplication Policy popup is getting

...

  • triggered. [DR-1780]

  • Fixed an issue with the document viewer not displaying the new Index Value Table sidebar properly. [DR-

...

  • 2222]

  • Fixed an issue in

...

Fixed an issue with the document viewer not displaying the new Index Value Table sidebar properly.

...

Fixed an issue with validators erring out with required Date Fields.

...

Fixed an issue with "Load In Native Application" menu ambiguity for documents in "EForm" Category.

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Fixed scaling with buttons in the Document Viewer, so they are more viewable in smaller resolutions.

...

Fixed an issue with buttons in the Document Viewer menu not showing during specific resolutions.

...

  • the Document Viewer where menus and buttons were not properly displayed on low resolution monitors. [DR-2095]

  • Fixed an issue with Quick Search in the Web Client not working correctly if default keyword search behavior is different. [DR-1347]

Version 6.7.1 - Oct 2020

...

  • Added constraints for the MFP Document Security category, as well as added a specialized MFP Security Jobs role. [DR-2005]

  • Fixed an issue

...

  • where an Expression in Document Policy would not save. [DR-1246]

  • Fixed an issue with

...

Fixed an issue with Batch Processing causing a large processor % usage increase.

...

Fixed an issue with Batch Processing causing a large processor % usage increase.

...

Fixed an erroneous method call. .

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Fixed an issue with empty choice values containing only spaces.

...

  • document sidebars not scrolling properly under different resolutions. [DR-1994]

  • Fixed a console error in Document Management that incorrectly displayed when more than one document was selected to open, annotate, or sign. [DR- 2202]

  • Fixed issue where the user is able to select days in -ve for retention policy. User is prevented to select days and years in -ve for retention policy. [DR- 2124]

  • Fixed an issue that allowed users to create cross references between personal documents and non-personal documents. [DR-2160]

  • Fixed an issue where buttons in storage location

...

  • where not being disabled properly when deleting a

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  • storage location.

...

  • [

...

  • DR

...

Fixed an issue with accessing documents in folders when the index value contains quotes.

...

Fixed an issue where documents in categories that don't have awaiting commit as the default
destination folder weren't being deleted properly.

...

Fixed an issue with File name becomes same as document name when shared via File > Share > Email.

...

Fixed an issue with categories that had their default folder set to awaiting commit not being
created properly.

...

  • -1503]

  • Fixed an issue with empty

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  • drop-down menus when categories with no index fields are selected in Relation

...

  • Rules. [DR-1053]

  • Fixed

...

  • a

...

Fixed an issue with scan button not being activated properly when appropriate scan devices are
registered.

...

Fixed an issue with Batch Processing causing a large processor % usage increase.

...

Fixed an issue with empty choice values containing only spaces.

...

  • cosmetic console issue where an error

...

  • was incorrectly displayed

...

  • when adding a file.

...

Fixed an issue where buttons in storage location were not being disabled properly when deleting a
storage location.

...

Fixed an issue with accessing documents in folders when the index value contains quotes.

...

Fixed an issue where documents in categories that don't have awaiting commit as the default
destination folder weren't being deleted properly.

  • [DR-1569]

  • Fixed an issue with auto-populate not working correctly when multiple choices are given. [DR-2060]

  • Fixed an issue

...

  • where the Web Client application would stop responding after a page number was entered in the Navigation box of the Document Viewer. [DR-1969]

  • Fixed an issue with document viewer sidebars not scaling well with smaller screens and zoom levels
    higher than 100 percent.

...

Web Client

Enhancements

  • Decimal places should now show up for numbers when viewing documents in document list view for both Web and Desktop Client. - Version 6.7.1

  • URL mask and length are now editable in the web client. - Version - 6.7.3

Fixes

Version 6.7.3

...

Search - Create / Commit Dates - DocRecord has documents stored in UTC And my Windows instance is a different culture other than UTC And I am using the Desktop Client When I search a document based on Create or Commit dates Then the search will translate the server-query to retrieve based on a culture - Version - 6.7.3.4 - 2021-01-05

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Fix for Workflow Actions Approval Buttons in Web Interface not Working. - Version - 6.7.3 - 2021-01-04

...

Fixed document toolbar allowing users to cross reference personal and non-personal documents - Version - 6.7.3 - 2020-12-18

  • [DR-1994]

  • Fixed an issue where, after viewing the pages of a multipage document the user then clicks on the next document, then the wrong Current Page Count was displayed to the user.  [DR-2096]

Index Station

  • Fixed an issue where documents in categories that don't have “awaiting commit” as the default
    destination folder weren't being deleted properly. [DR-939]

Server Manager

  • Fixed an issue with DR Server Manager > Configure Server > Other Settings where labels were cropped. Now the labels' size is calculated on-the-fly which will make them draw as per screen resolutions. [DR- 1366]

  • Fixed performance issues by resolving errors such as file locks/file accessing, filtering by JSON files, and enhanced processing methods so that it would run more efficiently.

  • Fixed an issue with seeing buttons on low resolution (1024x768) monitors in the index
    fields/constraints section. - Version - 6.7.1 - 2020-10-16

  • Fixed an issue with quick search in the Web Client not working correctly if default keyword search
    behavior is different. - Version - 6.7.1 - 2020-10-16

  • Search Pane- Relevance Column keeps reappearing after it has been hidden - Version - 6.7.1.1 - 2020-10-16

MFP Document Security

Enhancements

  • Added constraints for MFP Document Security category, as well as add specialized MFP Security Jobs
    role. - Version 6.7.1 - Nov 2020

Fixes

  • Fixed an issue with MFP Document Security not being restricted - added specific role for MFP
    Document Security only to access. - Version 6.7.1 - Nov 2020

eForm Designer

Enhancements

  • Added base implementation for implementing eForms into Workflow items that require the user to
    complete an eForm. - - Version 6.7.1 - Nov 2020

  • Added eForms support for detailed view. - Version 6.7.1 - Nov 2020

  • Submitting current work on eForms integration into Web Client. Majority of the base work has been
    done in the document viewer (Detailed View to be completed), and enhancements to eForm control
    names to be done. - Version - 6.7.1.14 - 2020-11-13

Application Extender

Fixes

  • Query with parameter from App Extender is not returning correct documents. - Version - 6.7.1 - 2020-10-16

API

  • Added a method to return a web client URL from DocRecord server machine.

  • Re-Implemented a method to fetch web client URL.

  • Removed the need to check web client URL content in controller.

  • Added more checks to ensure that negative lengths in a index field do not throw an error and are
    fixed properly.

  • Submitting current work on eForms integration into Web Client. Majority of the base work has been
    done in the document viewer (Detailed View to be completed), and enhancements to eForm control
    names to be done. DR-2050 - Version - 6.7.1.7 - 2020-10-28. [DR-2170]

  • Fixed an issue with Batch Processing causing a large processor % usage increase. [DR-1076]

Application Extender

  • Fixed an issue where a Query with a parameter from Application Extender was not returning correct documents. [DR-916]

...