What's New in v9

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What's New in v9

New eForms Add-on:

Docsvault introduces a new eForms solution that provides an efficient way to collect simple form data inside your document management system.

 

Create your own simple forms using various field types like text box, drop down lists, radio button selection, tables, check lists, date, etc.

Use dynamic fields like current user and current date that fill up automatically when form is loaded

Create dynamic Word, Excel and PDF documents based on captured data. Excellent for creating repetitive documents like contracts, leases, leave applications, or simple data sheets.

Supports attaching documents to forms

Keep documents in original template format or convert them to PDF files on the fly

Captured data can be used to index the document created, assign it dynamic file name and automatically select its filing location

Keep an accurate log of all captured form data along with date and time stamps, usernames, corresponding documents created, etc.

Query captured data with filters like form type, users and dates. Print out reports or export out captured information in Excel format for further data manipulation

Trigger automatic workflows on form submissions

Save forms partially in draft mode and submit them later

Maintain versions of forms and quickly roll back to an earlier version of a form if needed

Set security by customizing who can access what forms

Set alerts to notify appropriate users in the system about new form submissions

 

New Custom Document IDs:

Allows you to create unique document IDs per cabinet

Document ID is created based on custom strings of variables, text and numbers. This unique Document ID will follow the item throughout its entire life cycle

You can even apply new custom IDs to exiting documents when creating/editing Custom ID templates

If customized for any cabinet, Document IDs replace the System ID in file lists automatically. However Docsvault assigned System IDs are still created for documents.

Document IDs are fully searchable in the Docsvault search interface

 

New “Document Status” Feature replaces the old Flag system

You can now customize different “Document Status” (Draft, Published, Finalized, etc.) with corresponding flags, security and ownership changes

Change in Document Status can automatically trigger a corresponding change in ownership, security and flag of a document

Option to retain versions of documents in any particular document status

Create separate “Shared Links” for any previous versions too in addition to the latest version of the document

Only Owners, Admins and users with overwrite rights can change document status without creating new version to prevent unauthorized change in Document Status

If allowed, normal users can still create new versions of documents until its finalized

 

Client Side Repository Reports:

Administrators can now access various repository reports right in their Desktop and Web client login

Easy graphical reports with bar graphs and pie charts

Tabular reports provide accurate count and document list based on extension, cabinet, profile, ownership, OCR status, and more

Report data can be printed out or exported out in multiple formats like, Excel, CSV, PDF, etc.

New Custom Reports:

Now any user can create their own reports with an easy three step wizard

Group reports into categories for easy accessibility

Users can choose to keep their reports private or accessible to everyone in the system

Export reports into various formats like PDF, Excel, CSV, etc.

 

New Workflow Reports:

New workflow reports accessible from the workflow toolbar

Users can now check their task performance, daily performance, etc. with predefined reports

Workflow managers can monitor user performance, overall workflow performance, etc. with intuitive reports

Reports can be exported out in various formats for further manipulation  

 

Custom Email Alerts on Document Events

Users now have an option to send email alerts to other people in addition to themselves. This option is a good way for administrators and managers to setup email alerts on any files or folders in Docsvault for a group of people.

 

New Batch Folder Creation

Administrators can create new folders in batch using data from simple CSV file

When cabinets are set to use any particular folder template, the batch folder creation will create entire folder templates as necessary

 

Duplicate Files Finder

A new feature to easily find duplicate files in your repository by name or by size

You can restrict the scope of your search to any particular cabinet or folder

Results can be filtered further or exported out for further manipulation in other applications

 

Request for Check-In feature

A one click option to create a notification task requesting check-in of a currently checked out document

 

New Workflow Features

Workflow task action dialog is now set in the bottom panel for quick action on workflows

Workflow documents are now visible in the built in Document Preview panel

Replaced the dynamic users 'Initiator User' and “Previous Step Participant” with actual user name at time of transition

Signing a document in Docsvault can now trigger automatic workflow transitions

Administrator members or Managers of a workflow can change participants and due date of current step

Folders can be attached as supporting docs during a workflow transition

 

New Workflow Features

Workflow task action dialog is now set in the bottom panel for quick action on workflows

Workflow documents are now visible in the built in Document Preview panel

Replaced the dynamic users 'Initiator User' and “Previous Step Participant” with actual user name at time of transition

Signing a document in Docsvault can now trigger automatic workflow transitions

Administrator members or Managers of a workflow can change participants and due date of current step

Folders can be attached as supporting docs during a workflow transition

 

New Document Profiling Features

Index value AutoComplete feature is now optional and can be set from the Options dialog

Delete erroneous or unnecessary previous index values from the value suggestions dropdown list with a simple click

When index value is set to inherit from parent folder, values will be inherited even if a different profile is assigned to the parent folder

File Name Templates based on index values now work for naming folders as well

Numeric index field values do not use comma separator anymore

 

New Quick Email Feature in Web Client

Quickly email documents from the web client without having to download files first

Use the Quick Email feature to email documents from previous versions or previous document status

 

Document Versions

You can now directly export individual document version from its Version History. 

A new server side option to enable automatic appending of version numbers to documents being exported manually by users from the Desktop and Web clients  

 

Mobile New Features

Access your Docsvault Workflow tasks on your mobile device. Receive workflow notifications, take ownership, delegate or perform required actions on tasks while on the move.

Upload files from other apps to your Docsvault repository using the 'Open In' feature

Convert image files to PDF while uploading them to Docsvault (allows OCR of captured documents)

iOS users can now email/share Docsvault documents using the standard share button

 

 

Enhancements

 

Document Preview Enhancement

You can now search content in Excel files while viewing them in Document Preview

 New Download button in Web Document Preview for easy download of files

 

PDF Redaction and Image Correction    

You can now save or email your edits directly from the Image Correction window making redaction of documents very simply without having to create a new version

New 'Flip' control added: This tool helps you flip image vertically creating mirror image

Changed menu name from 'Image Correction'  to “Image Correct and Redact” under PDF options menu

 

Shared Link Enhancement

You can now create “Shared Links” for any version of a document in addition to the most current version

 The Shared Link web interface will now remember viewer width setting in browser cookies

 

Advanced Profile Add-on: Live document Index values from third party database

Secondary or dependent indexes fill up in real time based on value of master/primary index saved in Docsvault

Profile Search Enhancements

Dynamic date variables for Date type index fields. Ex: Today, Tomorrow, Next Month, Last Year, etc.

 

Custom Index Field Validation Masks
Revamped the interface for applying masks to index fields for data validations

Backup Enhancements

You now have an option to split the backup file into multiple files leading to faster backups using multiple threads as well as producing smaller manageable files that can be moved across the network or uploaded to the cloud easily.

Docsvault now performs DBCC checks to ensure the integrity of the current database before actually taking backups. A warning message is displayed if the DBCC integrity check fails.

 

Web Application Background Customizations

Web customization now additionally allow you to change background color and images in Web (main login and Shared Link) interfaces for even better personalization control

 

Document Tasks:

Added Check In and Digital Sign options in right click menu for attached documents

 

Changes

 

 The name “Document ID” has been changed to “System ID”. “Document ID” in Docsvault will now refer to Custom IDs specified by you. Other than the name change, System IDs still function the same as before.

 

Once signed, a document’s Digital Signature status will not change even after It has been edited

 

Notification dialogs in system tray remain open until users close them manually