Identifi v. 25.1 Initial Release

Website Ver: 25.1.0.57
Archive Ver: 25.1.0.23
Exporter Ver: 25.1.0.9
Client Ver: 25.1.0.22

FEATURES IN THIS RELEASE:

PT-10227 Workflow Report: Create a report for when a document attempts to start a work item but one already exists
PT-11699 OLE Profile - Allow Admis to Limit the Doc Types that can be used for an OLE Profile
PT-12322 Track Reports: Add the ability to Mass Update Requirement Status directly from the report results
PT-12424 Officially Removed the Analytics Code from the Product
PT-12489 Document Activity Rpt: Add a new Activity Record for Starting a Workflow Manually
PT-12507 eReceipt: Configure who should receive the exception emails, today it is all admins
PT-12517 Workflow: Added an option to have ability to keep 'waiting' status on docs tab between steps
PT-12529 Workflow: Added an option to Require one Child Row be added on a form
PT-12562 Updated the Document Merge process to include the OLE tables
PT-12568 Allow the user to export a list of Doc Types under each retention policy
PT-12579 Workflow Reports: Added an new system field for the number of OVERALL days open/worked for a workflow work item
PT-12596 Workflow: Add a Publish Option on the Designer
PT-12603 OLE Bridge: Remote Signers will now be picked up if the eSign Package is placed On Hold and then continued
PT-12621 Changes to Custom Reports to allow for Paginated reports to be viewed
PT-12630 OLE: Added a new option in the OLE Profile to allow the OLE Batch to be autmatically assigned to the OLE Owner
PT-12641 Added the Host Name (Pod Name) to Grafana Logging JSON
PT-12656 Added a new 'eSign Designer' Role so it doesn't require a user to be an admin to use the eSign Forms Designer
PT-12657 Workflow Form: Allow for multiple empty children rows to be added at once
PT-12666 Added the Lookups colument to the Document Type Export option on the Manage Document Types Page
PT-12683 Allow for more Business Entity Data to be available within Workflow
PT-12697 Workflow Email Step: Allow Workflow Elements to be included in the Email Body
PT-12699 Workflow Email Step: Allow for Children Entity Data to be included in the Email Step
PT-12701 Modified the Document Activity Report to show a valid Display Name when in the DB it is classified as "Unindexed"
PT-12719 Workflow: Allow Doc Type Admin to make attribute searchable on an Application
PT-12733 User Detail: When you click on the Groups Tab or the Roles tab, when clicking in a row it will open the correpsonding Group or Role Page
PT-12745 Handle new Group Sync URL
PT-12763 Document Retention Report: Show Detail, Add New Criteria for Eligible for Delete Date and use new grid
PT-12775 Workflow Forms: Allow for Parent Entity's Related Entities to be show on forms
PT-12822 Add a Feature Toggle putting Docs on the WF Queue to evaluate when starting by document
PT-12831 Archive: Add Default Credential authentication for when running in an image

DEFECTS FIXED IN THIS RELEASE:

PT-11971 DTI was marking as complete before the index merge was complete
PT-12300 Addressed a performance issue where getting next document that needs DTI is slow
PT-12312 Error Saying the Entity Type cannot contain an Import Key when there is no import key
PT-12377 Document Rescanning throws an exception due to transaction timeout
PT-12381 Upgrade O2 Solutions pdf4net [Identifi]
PT-12444 Swagger: Missing the "CorrelationId" in the Response headers
PT-12478 OLE Bridge: KBA is not enabled when the OLE Profile indicates it should default on
PT-12495 Workflow: The error "Incorrect syntax near the keyword 'ORDER'." is shown when opening the step properties after removing the general key in the entity type
PT-12505 Group Sync: Encrypt the client secret when saving it to the database
PT-12511 Setup: Entity Type Detail: Optimize how attributes are being returned in the main entity type model and on other tabs
PT-12516 Upgrade to Angular 19
PT-12532 Upgrade .Net 9 (Nov 12)
PT-12533 Upgrade Syncfusion Office Converter
PT-12534 Upgrade pdfjs - new doc viewer
PT-12537 Upgrade DTSearch
PT-12548 Update Syncfusion Reporting Grid
PT-12549 Upgrade other Packages
PT-12555 Production Issue: Long Dash in Document Type name gives "Invalid non-ASCII or control character in header: 0x2013" when trying to view document
PT-12560 Search Documents: The linked documents of a OLE package cannot be moved to another application
PT-12572 User cannot save the setting with "Enable Group Sync" is deselected while "Client Secret" is null
PT-12593 OLE Bridge Package not getting assigned to the eSign User if only groups configured on step
PT-12606 Groups Sync: Link Groups: The "Delete" button is not consistent with others
PT-12607 Upgrade ExportAAD to .NET 9
PT-12608 Upgrade Archiver to .NET 9
PT-12614 Document Retention - Criteria - Document Types does not filter by the application selected
PT-12623 Upgrade O2 Solutions pdf4net [Identifi-ClientApplications]
PT-12633 Recovered Soft Deleted Document is not satisfying an existing Track Requirement
PT-12634 Document Tracking Rpt: "Status updated on requirements successfully" message still displayed when resubmitting the report
PT-12646 Document Tracking Rpt:: Results: No records to display when user groups the records by "Due Date" after updating the status
PT-12650 Workflow: Reporting: The "Results" tab does not show properly after changing the workplan and resubmitting the report
PT-12658 Show Total Document Count in KWYK counting soft deleted documents
PT-12661 Document Delete Process: Change to handle situation where file being deleted is already in the DeletedFile Table
PT-12664 OLE Bridge: Missing popup indicating that work item and OLE package are generated when completing an on-hold eSign package
PT-12672 Archive: Files with Null characters causes archive to hang
PT-12673 Reporting: Document Storage: The number of document counts is including the document soft deleted
PT-12678 Addressed some timeout issues when mass deleting documents
PT-12679 Deadlocks detected when deleting batches
PT-12680 Esign: Form Designer: Application & Doc Types not in alphabetical order
PT-12681 Logging: Adjust Logging Level for Work Item Start Error
PT-12693 OLE Bridge Document has the Account Number Repeated if setup as Multi-value
PT-12700 Manage Groups: Cannot Export Security of synced groups
PT-12714 User's Requiring Delete Permissions to remove a Child Entity Row on a Workflow form
PT-12720 We will now perform the reconciliation when a document is deleted, in the background
PT-12722 Reporting: Document Retention: The document soft deleted is included in the Document Retention Report
PT-12731 Update new viewer to latest version
PT-12754 Extreme Slowness and Timeouts Viewing Step Settings Page if large # of Doc Types Change 2
PT-12765 Workflow Reporting: Start Errors: "Oops! Incorrect syntax near keyword 'ORDER'" error when opening report with removed general key from entity type
PT-12767 Some Receipts Failing with System Format Exception: Failed to convert parameter value from a String to a Decimal, BUT reprocess successfully
PT-12770 Investigate Unexpected error processing batch Document ID 502 does not exist for Application ID 1 Errors
PT-12774 Document Activity Track Queue reconciler enhancements
PT-12779 Archive: "Object reference not set to an instance of an object" error shown when archiving the report that the application in the config file is different from the application in the parameter
PT-12780 Setup Tracking: "Calculate Document Due Dates From" and "Stop Recurring Documents When" field of a new entity type are blank
PT-12789 OLE Reassign User Listing is not alphabetical
PT-12790 Setup: Documents: " The incoming request has too many parameters..." error shown when adding multiple document types to an application
PT-12803 Performance: Renaming doc type errors
PT-12825 Export AAD 24.4: response ended prematurely, with at least 1 additional bytes expected
PT-12838 eSign packages are stuck on clients machine due to a null connection string and keep trying

Upgrade Notes:

1. Client machines must be using the Microsoft Visual Studio C++ 2013 Redistributables(v 12.0.40649.5 or above)
2. 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.
3. 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