What's New in Ultimate > Whats New in v16

New Features

New Document Comparison Tool

•Effortlessly compare different versions of Word or Excel files to track changes and maintain accuracy.

•Compare different documents of the same type to identify differences and ensure consistency.

•Works with a simple right click menu on Word and Excel type documents.

New Full Text Content Search Capabilities

Profile Search Window:

•Redesigned profile search dialog for better usability.

•Boolean search support (AND, NOT, OR) for more definite text queries.
Example: "contract AND renewal NOT agreement" finds documents with "contract" and "renewal" but excludes "agreement".

•Proximity Search: Locate terms that appear close to each other.
Example: word1 w/10 word2 (find word1 within 10 words of word2)

•Inflectional Search: Automatically finds different tenses and plural/singular variations.
Example: Searching "run" returns "run," "running," "ran," and "runs".

New Duplicate Email Detection

•The Outlook add-in can now prevent users from saving an email that has already been saved in Docsvault by you or any other user.

•A warning message now alerts users when attempting to save duplicate emails.

•Users can still choose to save the email at a different location or with a different name.

New Filename Templates Feature

•Ensures consistency in file naming across different users.

•Users can select predefined filenames when saving files to Docsvault.

•Create standardized filename patterns using:

oStatic text

oDynamic values

oIndex field values

•Filename templates can be private or shared with other users of the system.

Recent Filenames

•Automatically maintains a log of recently used filenames for quick access when saving new documents

•Recent names are saved per user so there are no overlaps with names used by other users of the system

New Favorite Profiles Feature

•Save frequently used profile values as favorites for quick selection during document profiling

•Makes re-entering repetitive index values a breeze

New Recent Profiles

•Automatically maintains a log of recently entered profiles.

•Provides quick access to frequently used items while profiling documents.

New Spell Check for Text Fields

•Now available for all text fields, including filenames, descriptions, notes, and search fields in the desktop client.

•Users can enable or disable spell check in their options window.

•Improves accuracy when entering and searching for information.

New Quick PDF File Merging

•Drag a PDF file over another PDF file to merge them.

•Options to append or prepend file including page range selections.

New Full-Screen Previews

•A new "Show in Fullscreen" button in the preview panel enables full-screen document previews in a separate window.

•This makes it easier to examine documents contents in detail without needing to open them in separate applications.

New File Type Filtering

•Users can now filter files by document type extensions directly from the file listing and search results.

•Predefined options like PDF, Word, Excel, Emails, Text, Images, etc. automatically filter out documents of same type even if they have different extensions.
Example: Selecting Word filter will list files with doc, docx, rtf, odt, wpd, etc. files.

New Auto Date Grouping and Sorting

•Items are now sorted by their modified date by default to display the latest files on the top.

•Sorting on any date field will now group items by time intervals (Today, Yesterday, Last week, Last Month, Older, etc.)

Filing Template with Strict Structure
To maintain document consistency and organization, the Filing Template system has been upgraded with a strict structure:

•Enforced Folder Structure: Filing Templates now follow a predefined, non-editable layout.

•Restricted Modifications: Folders created using a Filing Template cannot be modified.

•Index-Based Naming: Folder names can only be edited through assigned index values, preventing manual renaming.

•Restricted Additions: New folders and files cannot be added outside the predefined Filing Template structure, ensuring consistent document organization.

Saved Search in Favorites

•Saved Searches can now be added to the Favorites bar for quick executions.

•Saved Search can be reordered or renamed from the ‘Others’ tab in the manage favorites window.

New Reports in Server Manager
Admins can now generate detailed reports based on cabinet, user, and profile options within the Docsvault Server Manager. This provides deeper insights into document usage and system activity.

Permanent Deletion Policy

A new "Delete from Recycle Bin" option has been added to the Delete Policy settings. This enables the automatic and permanent removal of qualified documents from the Recycle Bin only based on predefined rules, ensuring better document lifecycle management.

New Document ID in Exported Filenames

“Document ID” and “Version Number” are now appended in filenames when exporting or attaching files to emails when the appropriate global settings in the Docsvault Server Manager is enabled.

New Home Button

A new Home button in the top toolbar lets you easily navigate back to the Documents Root from anywhere.

Enhancements

•Customizable Bottom Panel: Users can collapse or pin the Bottom Panel to free up screen real estate for a better UI experience.

•Quick Access to Created and Modified files: Users can now quickly access their Created & Modified files directly from their Favorites toolbar, eliminating extra navigation steps.

•Export Rights for Read permission: Users with "Read" rights can email and export individual documents.

•Folder Naming Flexibility: Periods (.) are now allowed in folder names.

•Renamed "Recently Created New Versions" Node: The "New Versions" node under "Recent Documents" has been renamed to "Modified", making it more intuitive to track edited files.

•File Overwrite Behavior: Overwritten files now appear in the "Modified" node instead of "Accessed". Done

•Applying Document Security: A new confirmation prompt will now appear when changing document security on folders, reminding users to optionally apply changes to all subitems.

•Check-in Overwriting Warning: To avoid unintentional loss of a document’s current version, a warning message will now be displayed in the check-in form when overwriting a document.

•Version Deletion Warning: When selecting "Overwriting" during check-in, a warning appears about the current version being deleted and moved to the Recycle Bin.

•Check-Out Dialog Update: The "Check Out" dialog box no longer appears by default but can be re-enabled from Tools > Options.

•Improved Log Readability: Enhanced log layout for better readability.

Fixes

•Index Value Button Fix: Resolved an issue where the "Add New Index Value" and "Edit Index Value" options were not displayed when adding a static index value at higher resolutions.

•Security Change Fix: Fixed incorrect "Enter a value for required indexes" message when changing a folder’s security using a Filing Template.

•Web Preview Fix: .msg and .eml files now display correctly in the web preview.

•Office Add-ins Fixes:

oFixed unexpected "Save to Docsvault" prompt when using Excel "Save As".

oRemoved unnecessary "Save/Discard" dialog when closing a document with no changes.