Identifi Initial Release 24.4

Archive v24.4.0.16
Exporter v24.4.0.6
ClientApps v24.4.0.20
iDentifi v24.4.0.41

FEATURES IN THIS RELEASE:

PT-11700 Workflow: Allow for the configuration of Doc Sets when configuring WF Steps
PT-10754 Document Tracking: Refactor the process to do closer to real time reconciliation
PT-11725 Workflow: Add Option on Doc Detail to Start a Workflow Item
PT-11728 Batches: Remember last View Selected
PT-12050 Workflow Forms: Support for Multi-Line Fields
PT-12130 Technical: Change background processing to return a Task<T>
PT-12269 Implement Group Sync for Azure Active Directory Users
PT-12284 Changes to Mange Group Pages to support Group Sync
PT-12285 Changes to Group Detail Page to support Group Sync
PT-12286 Group Sync: Add a Sync All Button
PT-12294 Implemented a Soft Delete Feature that supports recovering manually deleted documents up to a certain number of configurable days
PT-12301 Workflow Saved Reports: Added an 'All' filter option and made it the default
PT-12303 Caching Enhancement: Refactored EsignGroupSetAndForms usage from our cache
PT-12305 Attribute Detail, Show what Entities Contain that Attribute
PT-12308 New Reporting Grid: Add Title to the Reporting Export
PT-12315 Refactored eSign so it doesn't hit Caching server for all FormSets and Form Groups
PT-12316 Caching Improvements: Enhanced ways to keep connections healthy for Azure Managed Cache
PT-12320 Caching Improvements: Add a way to get the current thread count
PT-12325 Recovering of Soft deleted documents
PT-12327 Permanently deleting Soft Deleted Documents that have expired
PT-12328 New Grid: Allow for a Fit to Page Option
PT-12348 Performance: Deleting File Type timeout in an environment with a lot of documents
PT-12349 Ensure that Tenant ID is on all Logged Errors
PT-12351 Performance: Making Attribute Searchable causes error
PT-12357 Workflow External Forms Save For Later - Can we skip the Required Field validations?
PT-12360 Tracking Report: If you filter by Roles, there is no way to include Unknown Users
PT-12366 Caching Improvements: Retrieve eSign data at launch then pull from local cache
PT-12370 Group Sync: Sync the deleting of the entire group
PT-12382 Entity Type Display Attribute Listing: Show Import Key even if not a System Admin
PT-12390 Group Sync: Add synced flag to data table on the manage groups and user detail pages
PT-12391 Reporting Grid: Add a collapse all option for the grid
PT-12403 Document Recovery: Filter and Show search criteria
PT-12410 Workflow: Allow for the configuration of Document Types for Completed Work Items
PT-12425 Removed the Analytics Menu
PT-12431 eReceipt: Added support for multiple-transactions where the receipt has no amounts
PT-12493 Document Activity Report: Added an option to filter by the new Delete Activity Types
PT-12541 Split the eReceipt processing job where exception notifications will be scheduled to run and notify once a day

DEFECTS FIXED IN THIS RELEASE:

PT-11213 When extracting word and excel documents from the get document API, it puts the name of the file type configured in the system instead of the extension.
PT-12144 Setup: eReceipt: Exception: Exception Detail: The multi-value attribute field is displayed as single value
PT-12275 Workflow: Reporting: Completed Steps: Results tab: No records show when submitting a report with a Group By value of "Action Taken"
PT-12299 Performance: Document Type Attribute retrieval could use an additional index
PT-12313 API: Get Doc Content: 401 Error "You do not have permission to download the document" shows when get the content with LogActivityType is "Download to View"
PT-12323 Reporting: Custom Reports: The security is added when click "Cancel" button
PT-12326 Reporting: Saved Reports: The selected security is still selected after closing the Saved Report Definition modal
PT-12331 Setup: Documents: Doc Types: The "The operation is not valid…" error shown when adding/updating an attribute to the document type that has multiple applications
PT-12333 Saved Report Issue: Not keeping the Grid Changes if you open a saved report and re-submit it
PT-12346 Performance: Load the workflow inbox when the user is assigned 1,000 work items
PT-12347 Work Item Search: Total WorkItem Count = -1 if search returns more than 500 Work Items
PT-12352 Work Item Detail: Assign Next User: "No Items Found" when searching for a user/group
PT-12355 Setup: Desktop eSign: Form Sets: "Object reference not set to an instance of an object." error throws when creating a new form set
PT-12356 eSign Clients: "Object reference not set to an instance of an object." error throws when completing an on-hold package
PT-12358 Saved Report is not pulling the correct Dates when opening a saved report
PT-12363 "Execution Timeout Expired…" error shows when searching the work items by "Assigned To"
PT-12364 WF Report: Completed Report loses results when switching from 1000 to 10000 results
PT-12367 Performance: Cannot set Attributes to searchable
PT-12372 Addressed some slow down issues with the Archive process
PT-12385 Form Designer: The "Data Source" does not change to "Prompt" when setting the attribute in the document type to required
PT-12389 Performance: Billing API times out in large environment (lots of documents)
PT-12392 Error trying to create a Smart Folder when there is an Administrative Hold in the search criteria
PT-12393 New Install where you have doc type where none are associated to a Application throws error
PT-12402 OLE Bridge: Slash in Doc Type Name causes issues when creating the OLE Package
PT-12404 Reporting: Document Tracking: Saved Reports: The column grouped disappears when adding/updating the Document Tracking Saved Reports
PT-12416 Custom Reports - Reduce White space on left side
PT-12417 Reporting Grid - retain configuration when re-submitting
PT-12460 eReceipt Client: The "Add Signature" modal is displayed when the amount of the receipt is less than the amount specified in the exclusion of the corresponding transaction type
PT-12461 Increased length of an attribute did not get changed in the entity
PT-12462 Export AAD Ungrouped Multivalue Attributes causing exception during export
PT-12472 Numeric Dictionaries cause exception with Workflow start
PT-12476 Error opening saved report
PT-12477 Track Report Not Respecting the Group By Role options unless you pick it on the first submission
PT-12480 Workflow Report: Excel Export not working
PT-12506 Post api/document: 400 Bad Request when sending request with the file type id is empty value
PT-12544 System: eReceipt: Exception: "iDentifi.Net.Common.UniqueKeyException: A matching transaction type already exists" is archived when printing a receipt with a transaction type that does not exist in the system
PT-12552 New Install: Setup: Desktop eSign: Form Set Groups: "Column 'FormSetGroupID' does not belong to underlying table 'ESignFormSetGroup'." error shows when navigating to Manage Form Set Groups page
PT-12556 New Install: Workflow: "The transaction has aborted." error shown when advance the work item from an "Internal" step to an "External" step
PT-12558 Adding New User was showing an error in the Console

Upgrade Notes:

1. 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.
   
   
2. 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.
4. Annotation support replaced by page number linked Notes
5. 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
6. The targeted Microsoft .Net Framework is 4.7.2
7. 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.