Identifi Initial Release 24.1
Archive v24.1.0.2
Exporter v24.1.0.2
ClientApps v24.1.0.5
iDentifi v24.1.0.9
FEATURES IN THIS RELEASE:
PT-9249 Upgrade to the latest DTSearch Version
PT-9103 Workflow: Email Step: Allow internal Receipts to be based on a group. Currently it is just individuals
PT-11566 Reporting: On the Track reports, make all columns sortable (Client side sorting only)
PT-11527 Dictionary Maintenance: Added Features to allow for the sycning of dictionary lists and adding/removing of values to mulitple dictionaries at once
PT-11454 Workflow: If Doc Starts a WF specify the username of the person that added the doc type as the WF initiator
PT-11453 Workflow: If Doc Starts a WF where the key field is an autokey, allow for the the Autokey attribute to have the WF Entity Value applied to the Doc if the Attribute exists
PT-11395 Upgrade to the latest version of Pdf.js
PT-11344 Dictionary Management: Add a feature to Import Dictionary Values
PT-11301 Barcode Management: Doc Types on Barcode Formats Import Feature
PT-11300 User Management: Added User Import Feature
PT-11236 Refactor the Importers to be REST APIs
PT-11220 OLE: Display KBA Failure status on the Online eSign Detail Page, include the Failure message in the notification email to the sender
PT-11196 Workflow: Ability to configure email step to send to the Workflow initiator
PT-11152 Reporting: Modify Workflow Reports to allow reporting on Multiple Plans
PT-11151 Update the OSI importer to support the sending of Close Date in the FiServ Files
PT-11144 Reporting: Add Tracking Set to the Track Report Criteria
PT-11141 Reporting: Must have Entity Security to view Track Exceptions on Reports
PT-11139 Reporting: On the workflow reports, provide the ability to Group by and Attribute value
PT-11115 Add a New Standard File Type for jpeg
PT-11093 Reporting: In Workflow reporting provide the ability to group by the Workflow Entity's Primary Attributes
PT-11058 Reporting: Add additional Predefined Date Range for Track Reports (or all)
PT-11012 Workflow: When a user re-assigns a work item to themselves, don't kick them out of the work item but refresh the page and keep the current work item open
PT-10454 Workflow: Adhoc Routing of the Workitem when taking an action
PT-10412 Workflow: When starting a Workflow from a Document, automatically populate the auto id key on the document to relate them.
PT-11682 Remove the System -> Maintenance Page
DEFECTS FIXED IN THIS RELEASE:
PT-11247 Entity Attributes - If an attribute it not on any document, do not allow user to mark it as 'Monitor for Change'
PT-11324 Addressed a preformance issue when running the Track Report would timeout when there was a large amount of exceptions. Addressed by adding some indexes to speed it up
PT-11371 Setup: Documents: Doc Types: Tracking: The "Default Assignee" user is not shown when the user is deactivated
PT-11396 Addressed an issue where users were unable to download Non viewable docs from the Document Detail page
PT-11501 Addressed an issue where the COCC Importer was no longer setting Close Date on Accounts Entity
- Upgrade Notes: 24.1 is our first Cloud Native version of Identifi. This version was specifically architected to run in the cloud and cannot be installed and run on premise.
- Client machines must have Microsoft Visual Studio C++ 2013 Redistributables(v 12.0.40649.5 or above) in order for eSign or eReceipt to function properly.
- 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.
- 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
Release Notes
- Citrix not supported
- Image Documents over 2000 pages must be downloaded unless they are COLD Reports
- No viewing support for Power Point 2003 or .rtf files.
- Annotation support replaced by page number linked Notes
- 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
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