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What's New in v10.7
Docsvault's new Shared Space feature is a convenient way to share documents with users and groups from other departments. At times, you may want to share specific files or folders with users who do not otherwise have access to them, or are located in a deep nested folder structure.You can control to what extent and for how long other users can access shared documents.
Centralized Management of User Settings & Interface
The storage and administration of user settings has been completely overhauled while still keeping the same end user interface for normal users. Administrators can now change user settings and interface for any user or group on demand from the convenience of their own logins. They can also setup default settings and interface for new users. This feature is very useful for organizations with large number of users.
Auto import based on Profile Values
The new Filing Template feature can automatically file documents in folders based on the index values that are applied to document at the time of scanning/importing. It also allows you to automatically name the file, add description and notes based on index values.
New Scanning Interface
•Folder Scan: Allows scanning from simple folders instead of scanners. Helpful when scanning from remote scanners or from non-TWAIN compliant scanners.
•Enhanced Scan jobs with automatic post scan correction options
•New Profile and Location based scanning panels
•Unified scanning interface for both single and multiple document scanning
New in Workflow
•New Transition Actions:
- You can now auto rename a workflow document when it transitions from one step to another
- Send dynamic emails when a workflow transitions using predefined “Email Templates”. Email Templates can replace email addresses and/or values in the email body from the workflow document’s profile.
•Consolidated Emails: Users can now choose to receive one consolidated email for all workflow related alerts on a daily or weekly basis
- The first step of the workflow is automatically highlighted in green color for easier identification
- On the desktop client, easily navigate through the different parts of “Step” configuration using tabs instead of going through the configuration in wizard format
•Workflow initiators will now see all instances they initiated in their ‘participated by me’ node for easy follow ups
•Manager/watcher node will not be visible to users who are not managing or watching any workflows
•Users can easily checkout the workflow document for editing from the workflow dialog
•Export workflow task lists using the standard export button on toolbar
New in Web App
•Profile Panel: New user option to view the document profile in a right docked panel
•Users can now use a full screen button (F11 on keyboard) for instantly displaying word and excel files in full screen
•Option to open word and excel files in independent tabs using the “Preview in new tab” button in the preview panel
•External User Interface: Option to open PDF files in a separate tab for full view manipulations
New Barcode Reader Add-on*
The new Barcode Reader Add-on can read barcodes on documents when scanning through the new scanning interface for indexing and naming scanned documents. The smart barcode reader can read multiple barcodes and can even break down multi-valued barcodes with delimiters and map them with document profile indexes or use them for auto file naming.
New in Web eForms Add-on*
•New “Formula Table” control for simple expense reports, orders and other tables with formulas. Can also be used as a simple table without formulas for entering data in a tabular format.
•You can now perform simple arithmetic calculations on any numeric fields
•Formulas can be set even on a ‘Date’ field to add number of days
For the Administrators:
•Administrators can now manage the following additional settings from the client side “Administration” menu:
- Default Site URL: Allows setting up default site URL for the Docsvault web client access used in shared links, workflow links, etc.
- Email Setup/Alerts: Setup outbound email SMTP credentials for outgoing emails from Docsvault
•Advanced Batch Folder Creation: Admins now have an option to map profile index values with data in csv files while creating new folders using Batch Folder feature. The batch folder creation can also be combined with “Folder Templates” to create entire folder structures in one go. Useful for repetitive and consistent folder structures like vendors, customers, employees, etc.
•The Users/Groups lists now display the total count at the bottom of the respective dialog. The list can also be exported out using the export button.
•Firewall Exception: Docsvault configuration process will now add firewall exceptions for all network types (domain, private and personal)
Easy “Undo Checkouts” while Checking In
A new button on the checkin dialog allows users to undo a checkout right from the checkin dialog abandoning the checkin while also freeing up the checkout lock
User Interface: New option for users and admins to disable any root node in the left tree panel to simplify the interface. Works in both the desktop as well as web app.
Central Checkouts and Checkins:
•The “Edit in Docsvault” option for PDF files now checks out files centrally so users can continue to edit the checked out PDF on other desktop clients.
•Administrators & users with undo checkout rights can now check-in centrally checked out documents by others from within their own logins
•Added new option "Edit in Docsvault" in the file open prompt
•Features such as Zoom in, Zoom out, Rotate and print added in PDF Options > Reorder and Delete Pages dialog
•PDF Viewer with Thumbnails view: New Docsvault PDF Viewer with several tools that makes reading, navigating and using PDF documents much easier
Recent Documents: Users can easily jump to the original location of a file/folder using the 'Open File Location' menu item
Docsvault Navigation Dialog: User can now see document paths in search results within the Docsvault navigation dialog
Audit Trail: Logging few more actions performed on mobile app in Audit Trail log
•Fixed the issue of incorrect search result with special character
•Fixed the issue of incorrect order of sorted files when you import files via Import button
•Fixed issue with entering index value not working using enter key on the keyboard
•Fixed the issue of index column not displaying in the center list view with wrong value in date format
•Fixed the padding issue of Entry ID in eform
•Fixed the issue on storing zero bytes of file version while checking-in the document edited using 'Edit in Docsvault' feature
•Fixed the issue of xml file not updating on resetting personalized settings of users
•Fixed the issue of jumpy behavior of workflow filter in manager/watcher node
•Fixed the issue of workflow link received in an email notification redirecting to incorrect node in 'My Workflow' section of a user in web client
•Fixed the issue of reordering and delete pages in PDF Editor
•Fixed the issue of navigating the 'Options' menu in Designer mode of Web eforms
•Option to predefine index values in a folder template has been removed
•Web Scan feature: The ability to scan through Internet Explorer browser has been removed as ActiveX framework is not supported or safe to use anymore
•Removed the profile mismatch dialog when moving documents between folders with mismatching available profiles. Documents will take their profile with them irrespective of the available profile settings at destination folder.
* Optional add-ons not included as standard feature in Small Business and Enterprise editions.