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Important

  • 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.

    Please see the release notes below for more details on these changes.
     

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

ENHANCEMENTS:

EFORMS SERVER

  • 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.

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.

WEB CLIENT

  • 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.

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.

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.

DESKTOP CLIENT

  • 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.

  • 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.

CHANGES:

DOCUMENT SERVER/SERVER MANAGER

FIXES:

DOCUMENT SERVER/SERVER MANAGER

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