FEATURES IN THIS RELEASE:
PT-9411 Workflow Inbox: Indicate when you have hit the limit of 1000 items returned for the WF Inbox
PT-9804 System Setup: Rewrite the Retention Page in Angular
PT-10113 System Setup: Rewrite Hardware Profiles Page in Angular
PT-10115 System Setup: Rewrite Scanner Settings Page in Angular
PT-10133 KWYK Search Changes: Change the default sort order of documents, entities, eSign packages, and work items for better performance
PT-10346 System Setup: Rewrite Manage Lookups Page
PT-10604 System Setup: Rewrite the eReceipt Manage Stations Page in Angular
PT-10664 Workflow: Add the Escalation Feature for External Steps
PT-10688 Workflow: Capture External Activities like Downloading Docs, Attaching Docs and hitting the Save for Later option in the Workflow Activity Log
PT-10759 Capture OLE Exception Details in the log files
PT-10777 Enable data caching in the BackgroundIndexer application for better performance
PT-10785 Eliminate Retention Policy Display Name from most document type stored procedures for better performance
PT-10820 Workflow: Create a new workflow report called 'Completed Steps Report for Workflow' that will allow users to report on work items that have completed steps
PT-10839 Advanced Browse Changes to allow more sorting and convert it to client side sorting
PT-10840 Advanced Browse Changes to allow Attribute Criteria to be optional
PT-10872 Upgrade to the latest version of PDF4Net
PT-10881 Add to the WebUI log file when a user deletes a file in a batch
PT-10885 When deactivating a user, if they are assigned to a Batch or a Workflow Item we should unassign them
PT-10888 Workflow: Add option to Revert to Previously Published Plan
PT-10894 Workflow: Add badge to WF Inbox if you have a pending OLE package
PT-10920 Workflow: Move Advanced Browse to under the Report Menu option
DEFECTS FIXED IN THIS RELEASE:
PT-10772 Track Reporting: The entered value is cleared when removing the above attribute criteria
PT-10876 Track Reporting: The selected role is duplicated on the "Role(s)" field when opening a report via a bookmark URL that is created from another report
PT-10892 Track Reporting: Attribute Criteria: It allows to add space value
PT-10926 Maintenance Page: If you don't have the Track License and you go to this page it shows an error saying you don't have the Track license
PT-10949 Clicking the browser back button redirects user to the "Manage Retention Policies" page when user navigates to the "Document Type Detail" page from the "Retention Detail" page
PT-10722 Production Issue: Deleting an dictionary attribute that is used in Relationship Ordering/Filtering does not clean up after itself fully.
PT-10733 Production Issue: 0043BFCU - Bronco Federal Credit Union - Issue Indexing Batch
PT-10750 Setup: Documents: Application Detail: The attribute grid is not updated when adding/removing document type
PT-10755 Production Issue: Unable to edit an OLE package because signers status is getting out of sync
PT-10756 Setup: Maintenance: Refresh OLE Packages: Errors in logs when there are Legacy packages and the Refresh OLE Packages button is clicked
PT-10760 Workflow: "Hold Until" date selection not automatically putting in the correct date
PT-10763 OLE: Error when trying to save package after documents partially signed and the signed status gets out of sync
PT-10776 OLE Error in the BGP for packages that are using KBA
PT-10786 Production Issue: Document Text Indexer encounters error, but finishes with Exit Code: 0
PT-10794 Production Issue: No longer able to add an entity value with an autoid
PT-10795 Production Issue: Challenges building Document Text Indexes on large quantities of documents
PT-10796 Production Issue: DTSearch records error in log, but finishes with Exit Code
PT-10801 Production Issue: Oops! Incorrect syntax near ')' when viewing related documents and there is no attribute value security in effect
PT-10806 Setup: Documents: Applications: Error throws when merging an application that is in use on OLE attachment
PT-10809 Production Issue: When a Display Name was very too long it caused issues viewing these documents
PT-10819 Production Issue: OLE Packages - Background Processing errors
PT-10830 Track Reporting: Addressed a performance issue where it was slow retrieving results
PT-10833 Issue where if we encounter a problem trying to create the OLE batch, the recovery process will continue to create a new batch each time it kicks off
PT-10880 Ereceipt: Exception Email takes you to the old aspx page
PT-10887 COCC API - Make installation parameter optional
PT-10900 Production Issue: Issue when trying to add a document when there was an apostrophe in the document title
PT-10904 Production Issue: Issue cloning a Doc Type in 11.1
PT-10914 Production Issue: Issue when editing the system/settings page due to a validation error with the email where it did like upper case letters
PT-10921 Workflow: Advanced Browse: Bookmark URL does not work properly after plan changes have been published
PT-10962 Production Issue: Data File failing to import due to missing indexes
PT-10982 Workflow: Start: The user was automatically scrolled to the botton of the page if they have a number of plans they have spans more than one page
PT-10990 Production Issue: E Receipt station number which is printed at the bottom is having the S cut off on a subset of stations
PT-10992 AD Sync Is not working when you add a new user to the domain
Upgrade Notes:
1- When upgrading to 11.1, client machines must either reinstalled the machine wide installer for eSign & eReceipt or manually install the Microsoft Visual Studio C++ 2013 Redistributables(v 12.0.40649.5 or above)
2- Please note if you saved your Track Report Criteria that url will break when upgraded to 10.3. YOu will have to reenter your criteria/filters and resave the url for future use.
3- Before Upgrading to 10.1, please make sure all your clients are running the 9.4 version of the identifi Software. If not when older clients initially connect to the 10.1 server it will fail to connect however the client should still be automatically updated. You might need to close the application and restart it to get it to launch the 10.1 version. The following older versions of the clients will not properly communicate to the 10.1 server upon initial Launch: Scan 9.1 or lower, Uplink 9.1 or lower, eReceipt 9.3 or lower, eReceipt
4- Anyone that has the 9.1 or the 9.2 Machine Wide Installer running on their machine, you should upgrade to the 9.4 Machine Wide Installer. Anyone running version 8.4 or below is not required to be upgraded. This is is due to the introduction of a defect in the 9.2 Machine Wide Installer which was removed in 9.3. (Defect 8767)
5 - If you have client machines which are also running the MS Teams system wide installer or any other piece of software that uses a Squirrel Machine Wide installer you may encounter issues when a new user logs onto that machine and multiple Machine Wide Installers are trying to installer their own software at once. You can contact our support team to see if there are some workarounds we can implement to help.
6 - For all Uplink users, please ensure that your Multi-Function scanners are scanning at a minimum of 300 DPI otherwise you may experience issues with the barcode reading post upgrade to 8.4.
Release Notes
1 - Citrix not supported
2 - Image Documents over 2000 pages must be downloaded unless they are COLD Reports
3 - No viewing support for Power Point 2003 or .rtf files.
5 - Annotation support replaced by page number linked Notes
6 - The side by side settings file used by all client installers must be in the same directory and not run from the downloaded ZIP file
7 - The targeted Microsoft .Net Framework is 4.7.2
8 - For the purposes of collecting signatures from Desktop eSign or eReceipt, the only signing devices that are supported are the Topaz standard signature pads. We do not support any touch sensitive devices.
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