What's New in SB Edition > What's New in v8.2.1030

New Features

Profiles

A new naming template allows you to automatically name the file being imported and add description or notes based on index values entered by users.

Indexes

•Dynamic Index Values:

oYou can now setup index fields to fill up dynamically based on current date/time or current username

oNew auto increment/decrement for numeric index values (ex. for auto increment of revision #)

oNew inherited index values (or sticky values) that flow from parent folder to its sub-items

oYou can even lock an index to prevent further editing once it has been assigned during the import process.

User Defined Validations:

oIndex Field Validation Masks: You can now apply a predefined validation mask or create your own validation rule for index values
(ex. social security #, phone # etc.)

oA new unique index feature to avoid duplicate index values.

•New Top Level Profile: You can now view the profile of top level folder under any cabinet (1st level folders) in right information Panell in addition to the sub-items own profile values.

Enhancement/Changes

•Digital Signatures: New drag and drop annotations added for First name, last name, initials, full name, date, email, company name, free text.

•You can add document notes, set/change folder section, initiate new workflow, and set/change flag while checking in a document.

•You can also notify the file owner, and/or other Docsvault users about the changes made while checking in a file.

•Importing files/folders: You can now flag and enter document notes for documents while importing.

•Any members of the administrators group can now edit the profile of the default admin user (Docsvault Administrator) .

•Configuration of “Task Email Alerts” in Docsvault client moved from Alerts to Tasks in the user options dialog

•Saving files using the explorer (windows save as dialog) does not keep the file checked out by default

Fixed

•Fixed the issue of conflict between Salesforce and Docsvault Add-in plugins in MS Outlook

•Fixed a sorting issue in the left folder tree list in some cases

•Fixed issue with importing files larger 300 MB size from desktop client

•Sorting list and tree view jumped sometimes when trying to drag and drop in them.

•Fixed issue with remembering bottom panel hide settings in desktop client

•Fixed issue with deleting source file after successful import in some cases

•Fixed issue with section description containing a comma character (,) not updating properly from file Properties Dialog

•Fixed issue with last Doc. note being persistent even after relogin in the desktop client

•Fixed issue with changing digital signature certificate on server side