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<< Click to Display Table of Contents >> Navigation: What's New in Ultimate > Whats New in v13 |
New Feature
Two Factor Authentication
Introducing Two-Factor Authentication, or 2FA, to add extra layer of protection to ensure secure user logins beyond just a username and password. Docsvault Admins will now have option to enable 2FA for all Docsvault users using either a one-time code generated on Authentication Apps on smartphones or authentication codes sent to user’s email at the time of login as a second factor of authentication.
New PDF Viewer in Web
•A completely new PDF viewer in “Web Client”, “Shared Links” and “External Users” interfaces.
•Users can now easily zoom in, rotate, view in full screen and browse through PDF pages in document preview. They can also search for text in PDFs, see document properties, print and download PDFs easily without having to download the actual PDF file to their desktops.
•Users and Shares with “Preview” only rights will not be able to print or download the PDF files but will still be able to zoom in for clarity and use other navigation features.
Watermark Option in Public Shares
•Protect your PDFs while sharing online with watermarking.
•Let user choose the watermark text or enforce a system-wide watermark for shared PDFs.
•Watermark with static text or dynamic variables.
•Watermark will be visible only when users view PDFs using public shared links and will not affect the originals in Docsvault.
Document Profiles - Filing Templates
•Ability to extract month and year from ‘Date’ index fields to use them in Auto-naming and filing of documents.
•Locked editing of a folder name when creating a new folder using Auto-filing Profile Templates.
Server-Side Logging
•Email Capture Log: This new admin log contains information about emails being captured through the Email Automation add-on. This will make it easy for admins to track the current email capture progress and will also help them troubleshoot any issues that may arise due to inaccessible mailboxes.
•Import Jobs Log: This log will capture all events of the Watch Folder / Advanced Import Jobs making it easy to track the progress of any import jobs set on the server side.
•Docsvault will automatically create a new log file when the log file size reaches 5MB in size. The existing log will be renamed with _OLD tag and any current old logs will be purged automatically.
Auto Profile
Auto-file profiles are now visible and can be applied on new document creation while merging multiple PDF documents.
Digital Signature Add-on
•Users can now choose to use the modern web signing interface instead of the legacy desktop-based interface while digitally singing PDFs in their Desktop Clients. This will allow users a consistent signing experience when signing either from the web or the desktop clients.
•Users will now be able to send reminder emails on multiple requests by selecting multiple requests and sending them in one go
•The "Signature Requests" node will now display addition fields like expiry date, signer's email and requester's message.
•A new 'Find' button in the toolbar will let users filter signature requests by text.
•Users will now be able to send reminder emails on multiple requests by selecting multiple requests and sending them in one go.
• All document names will be displayed under the name column instead of "Multiple Documents" in multi-document signature requests.
•Users will be able to open up the actual location of the signature document with a simple right click menu.
Zone Text Tool Add-on
New add-on introduced to extract data from text-based PDFs that have a same layout converting it to highly structured, usable data. The captured information can be exported in excel type format and can also be used for dynamically naming, indexing, and filing of captured documents in Docsvault. The tool can also split large application generated PDFs into individual documents based on change of any key index field being captured.
Advanced Import Add-on
Added ability to extract date, month and year from captured ‘Date’ index fields that can be mapped to any index field within Docsvault and can also be used to dynamically name documents and folders.
Enhancements / Changes
Web Interface
•Refactored entire web code to improve memory utilization, prevent memory leaks and improve overall user experience.
•Administration > Users List – Added Web Access column in the Users list to easily identify a user’s web access rights.
•Security Enhancements: Added new measures to counter XSS and CSRF attacks to prevent session theft and user impersonation. Added 2FA options to prevent unauthorized logins and to counter against stolen or vulnerable user passwords.
Scan Interface
Folder Search on the left panel will display the entire folder path for easy identification of correct folder
Workflow
•Workflow history will now display details of Workflow Managers and Watchers. This is especially useful when Managers and Watchers are not predefined but are assigned by the person initiating the workflow so that even separate instances of the same workflow can have different Managers or Watchers.
•Dynamic participants of the next step will be updated automatically when selected from a mandatory field during workflow transition.
Smart Search shortcut keys
Modified Smart search Key combinations as few key combinations were conflicting with commonly used applications like chrome browser. Now only the CTRL + (F1 - F12) combinations will be allowed with the exception of F4 and F5 which are already reserved by the OS. For users who have already set their shortcut - the old combination will work until they edit them.
Explorer Integration
Enabled sorting for cabinet and folder names while importing files by clicking the name column header.
eForms add-on
•Changed the naming scheme for form attachments to better identify the files being uploaded along with the form.
•Improved formatting for the formula table inserted in template documents.
•Removed the page background theme color in eForms for better form visualization.
System Requirements
The web application will now require IIS 8 or higher. This change will prevent the Docsvault Web from being installed on Windows 7 & Windows Server 2008 R2 OS. This will not affect accessing the Docsvault Web application as a user from these operating systems.
Fixes
•Fixed: The issue of desktop application crashing while moving folders from one location to another in the left tree panel under a specific scenario
•Fixed: Unexpected behavior when multiple files were checked-in from My Workspace > Checked Out Documents node
•Fixed: Workflow & Task notifications not popping up on a re-login to the Docsvault Desktop Client after exit.
•Fixed: An exception error while checking-in PDFs in Document Tasks after editing them using the ‘Edit in Docsvault’ option
•Fixed: License activation was failing in certain cases for customers with their own SQL server database for Docsvault not placed in standard locations.
•Fixed: Issue activating licenses when using secure protocol TLS1.2 only in server environments.
•Fixed: Incorrect version# displayed in alert message when upgrading Docsvault Server
•Fixed: Security was reset to blank for certain items when removed from the Shared Space area.
•Fixed: Issue of not displaying the correct result in Custom Report under a specific scenario
•Fixed: Exception error caused while browsing pages of documents in viewer of Public Shared Links
•Fixed: Retention Policy: Incorrect date calculation when the retention policy is defined using profile ‘Date’ field in Auto Index.
•Fixed: Advanced Import add-on: Dynamic Folder not named properly with UTF-8 chars
•Fixed: Issue of not logging ‘Print’ action in Audit Trail performed from Document Preview
•Fixed: Handled exception thrown when creating batch folders using CSV files
•Fixed: Issue of not retaining the last size of the viewer window in the Import Dialog
•Fixed: Scanning Module: Page numbers not refreshing after deleting a scanned document from the document thumbnails panel
•Fixed: Issue of filter not working for file icon column in file listing panel in Desktop Clients
•Fixed: Unable to drag & drop files to another location in the thumbnail view
•Fixed: Issue of not executing the ‘Open files in’ option set by users for file checkouts
•Fixed: Incorrect edition name displayed in a warning message while trying to import file using ‘send to’ option when Docsvault desktop client was not running
•Fixed: Issue of not being able to clear connection for external users from the current logins list
Workflow
•Fixed: Right-click option over multiple workflow selection caused to lose selection in ‘My Workflow Tasks’ list
•Fixed: Adding additional participants to a step would replace workflow initiator participant of that particular step
•Fixed: Unexpected behavior of a workflow when participants were assigned using dynamic user/group index field in certain cases
•Fixed: Dynamic managers and watchers not being able to see ‘Managing/Watching’ node under the Workflow node
•Fixed: Workflow auto trigger on Folder not being retained when creating a new step using Workflow Designer interface
Signature Requests
•Fixed: Exception logged when clicking on ‘OK’ button in ‘Summary’ form of Signature Request
•Fixed: Incorrect behavior when sending a request if the filename or email message included an apostrophe (‘)
•Fixed: Signature Request link was breaking up if a ‘,’ was included in the filename
•Fixed: Rectified the error that caused the users not being able to cancel signature requests created by them
Document Profiles
•Fixed: Sorting on a ‘Date’ index field with ‘m/d/yy’ format displayed as a column in the listing panel
•Fixed: Unique value of index not validated when updating indexes of multiple files from the properties dialog
•Fixed: Folder document notes getting overwritten when dynamic notes were applied using Document Profile’s Filing Temple option.
•Fixed: A folder’s profile and name changed by default when applying Auto-Profile to documents imported through the Windows Explorer Integration
•Fixed: Stray spaces left in filename created automatically using Filing Template if variable values were blank
eForms Add-on
•Fixed: Incorrect result displayed in submission reports when using dynamic field ‘Date’ variable {{{MMM}}}
•Fixed: Validation mask of SSN predefined field was not working while filling up a form using a mobile browser on Android & iOS smartphones
•Fixed: Exception error while viewing ‘Submission’ page when multiple text fields with the same name were used in a Form
Mobile Apps
•Fixed: Issue in Android app that prevented the sliding left panel from working correctly when tapping the
navigation button
•Fixed: Error that prevented validation of the mandatory comments field when transitioning a workflow on a Mobile app
•Fixed: Issue in Android app that prevented entire listing of files for folders with large number of files