Release Notes 25.2 Initial Release

Note:  for specific details on the below features, please review the "What's New in v. 25.2 (from v. 25.1)" article.

FEATURES IN THIS RELEASE:

PT-9099 Workflow: Allow for workflow escalation to be in business days versus calendar days.
PT-9100 Workflow: Make a Config option to enable or disable the ability to add a document for a step, defaults to enabled
PT-9186 Workflow: Allow for the ablity to add a new revision to an existing document from within the Workflow detail page
PT-11189 Workflow: Escalation in hours and exclude Closed Days like weekends
PT-11221 Workflow: Refined the Activity Log Lines for when a workitem assigment is changed either manually or when a user is deleted/deactivated
PT-11384 OLE Bridge: Allow for the ability to assign the signing order within eSign Desktop when there are both remote and in person signers, today it assumes that in peron signer is Signer 1
PT-11928 Document Lookups: Added Business Logic so the Customer to Account Lookup can now be filtered by Relationship Roles
PT-12629 New Report: Created a new standard report to capture deleted batches
PT-12632 Documents: When an excel document fails to convert to pdf, it would show an ugly error in the viewer, but now it will show a popup error. We also reclassified the logging from error to info in the logs.
PT-12781 Implement a New Notifications Feature in the Product (aka Channels) that can be used to push out notifications to our customers for things like upgrades.
PT-12782 Make Optimizations to ImageMagik (a toolkit used to convert images) to speed up the transferring of images from the Scan client to the server
PT-12786 Added a new option to Scan Plan which allows the batch to automatically be assigned to the person that created the batch
PT-12802 Clients: On the clients listing page in Setup, added a new field to indicate if the client app is using the VDI version or the Auto Upgrade version
PT-12839 eReceipt: Moved the location of eReceipt pickup folder to the user's temp directory but continute to pickup receipts in the current location (the window’s temp directory)
PT-12890 Export AAD: Modified the process to export all attributes, not just the ones that are not marked as show in detail
PT-12911 Track: Added a check to ensure there is an import key for the Entity Enabled for Track
PT-12918 Archive and Export Enhancement to allow for specific log file location to be configured
PT-12926 Form Designer: When adding fields from Parent or related parent's entity default the fields to read only
PT-12938 Remove the eReceipt User Role (Not Used)
PT-12957 Importer: Change to set the RoleID_Account Value to represent the Customer to Account Relationship
PT-12964 Entity Relationship Configuration: Add a more descriptive name to the 'One' Relationship on Entities
PT-12966 Report Grid: Show tool tip for long fields where ellipsis are present, so the user can view the full content of the field's value
PT-12976 Workflow Plan Settings: Allow for the Parents 'Must Have' Relationships to be pulled into Workflow so they can be displayed on Forms
PT-12996 Track: When adding a new Track Reconciliation manually, automatically triggere reconcilation to see if the document is already present in the system
PT-13053 Manage Doc Types: When adding an Attribute to a Doc Type, the initial focus will be on the attribute field to help with adding multiple values at once

DEFECTS FIXED IN THIS RELEASE:

PT-12827 Document Viewer: When viewing COLD Reports if you entered a string value in the page number field it would throw an error.
PT-12836 OLE Bridge: If there are two Remote Signers with same email address there were both designated as Signer 1 when the OLE Package is created
PT-12845 Addressed issue where a scanned Documents was getting duplicated if multiple people tried to index the same batch at the same time
PT-12860 Workflow Plan Settings: When configuring a new Workflow Plan's entity data, a related Account Entity was showing when it didn't have a relationship to the Entity
PT-12862 Esign VDI: Addressed a Launcher error that was happening on a clean install when trying to launch eSign
PT-12869 Workflow Plan Settings: When configuing a new Workflow Plan, if you clear the primary entity field, it would not clear the Parent Entity field
PT-12870 Data: When adding a new Entity Detail Record, an exception was thrown when searching for the related parent record if both the child and parent entity types are imported into the system
PT-12871 Workflow Forms: When there is a Dictionary Field on the Start Form, it was requiring the user to click twice to show the dropdown values
PT-12878 Workflow Forms: When starting a workflow where you need to search for a parent, if that parent title had a special character it would display HTML characters instead
PT-12881 Reporting: Saved Reports: The page header does not update when filtering the 'Document Retention Saved Reports.'
PT-12889 External Start Form: Error was throwne when using the external start API and the WF Primary Entity has a required parent
PT-12892 Addressed an issue where the Total Documents Count was incorrect in some circumstances. This was happening when the count was across applications where there were shared PKIDS.
PT-12893 Smart Folder Title was not being cleared when navigating to KWYK Search
PT-12899 Addressed the issue when saving a field on the indexing panel with an backslash, the backslash is duplicated each time it is saved
PT-12910 Track Query Optimizations where made to help with performance
PT-12916 Workflow: OLE: "Exception converting document to PDF for package" error shows when creating OLE package contains the document in the application that is not configured in the OLE profile
PT-12917 Workflow Inbox: Addressed an issue where a user could not view a Work Item's notes when it was in their Available Queue
PT-12927 Workflow Form Designer: When configuring a custom content field, the control (Tiny MCE) used to design the content was no longer showing the Paragraph option in the toolbar
PT-12930 Login Dialog Not Fully Visible When Launching Client Application
PT-12959 Form Designer: The "Unable to Test Form Set" message is displayed when clicking the "Test" button
PT-12960 Entity Attribute Sequencing Dialog was not not displaying attributes according to Sequence but instead alphabetically
PT-12983 AAD Archive: Deadlock occurs when archive the document so we optimized the add/update/delete loops in the DocumentType class
PT-12984 Implemented Better handling of stuck Batches on client machines which happened when the batch was deleted on the server but it continuously trying to transfer on the client and errored out. We now move them to a deleted batches folder on the client.
PT-12998 Data: Entity Detail: Some special characters are shown as HTML in the title field
PT-13017 Data: Entity Type Detail: The error "Oops! Invalid object name 'TBL_Big_MULTIVALUE..." is displayed when clicking the "Reconcile" button
PT-13021 Data: Entity Detail: Tracking: "Object reference not set to an instance of an object.' error shows when adding a document type that is not associated with any application
PT-13026 Workflow: External Step Settings were not all being retained after saving
PT-13033 Workflow: Reporting: Start Errors: "Sequence contains no elements" error is displayed when opening a deleted workitem with the error type "Duplicate Work Item"

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.