Version 10.3.0.237 Release Notes

FEATURES IN THIS RELEASE:

PT-4264 System Setup Pages: Rewrite the Installers Page under the Installations Tab

PT-3034 Merge the Track Database into the Web Database

PT-5521 Workflow: Provide the ability to reassign a work item right on the detail page if you have the                        rights
PT-9368 Workflow: Apply the phone number type field to the Work Item Detail Page for SMS support

PT-9508 Added a Role Export file option on the Manage Roles Page

PT-9589 Swap out the Rasterizing Engine

PT-9598 OLE: Support for International numbers for OLE Packages which includes a new phone number                   control

PT-9601 Upgrade to ng-bootstrap 12 (Bootstrap 5)

PT-9713 Start Workflow API - Add the ability to add child entity rows to a new work item that is being                       created

PT-9716 System Setup Pages: Rewrite the Clients Tab under Installations

PT-9733 System Setup Pages: Rewrite the License Tab in Angular

PT-9744 Add suppoert for Two Factor Authentication for External Forms

PT-9748 System Setup Pages: Rewrite the Document Storage tab on the Installation Detail page

PT-9760 System Setup Pages: Rewrite the General and COCC API tabs in Angular

PT-9775 OLE API: Provide the ability to apply the attribute values that are passed in

PT-9782 Track Report: Add a new Role Type called Assigned User

PT-9783 Track Reports: Combining the report types

PT-9802 System Setup: Rewrite the File Types Settings Page in Angular

PT-9803 System Setup: Rewrite the Text Indexes Page in Angular

PT-9864 Convert Track Custom Reports for DB Merging

PT-9873 OLE API: Allow for the passing of a Signing Date Field

PT-9874 OLE API: Allow for the passing in of a Initials Signature Area

PT-9891 OLE: Allow Opted Out Packages to be archived

PT-9915 Add Locked out as a Login Result when someone gets locked out

PT-9921 Reports: Expand System Setup Activity Report to include adding/deleting users

PT-9984 Added a new Standard File Type for jfif

PT-9993 Added SMTP Port Number and an option to enable secure emails on the Settings Page

PT-10076 Added a column to the Entity View to include Entity Level Security

PT-10137 OLE: Provide Support for Declining packages

PT-10154 OLE: If a doc type in an OLE batch does not have any required attributes it will automatically                         be indexing

DEFECTS FIXED IN THIS RELEASE:

PT-9377 Online eSign Detail Page: User cannot close OLE package that is opened from search after                          logging back when timeout

PT-9386 Work Item Detail: Batch Mode: The title of work item is not displayed on the browser tab when                     navigating another work item

PT-9418 Angular Manage Users: Error shows when taking action after the timeout

PT-9498 Batch Indexing Summary: Monthly Summary Detail: The detail shows the result of the first day                   of the next month

PT-9620 Plan Designer: Email Step: Insert Attribute: User cannot scroll through attributes from the long                    drop-down list of an entity

PT-9728 Production Issue: Track Exceptions are being duplicated on the Exceptions By Related User                         Report

PT-9734 Tracking: Inbox: The "Required Count" and "Found Count" values are null

PT-9753 About Page: Update License: "Object reference not set to an instance of an object." error shows                  when entering spaces into "License Key" textbox

PT-9754 Setup: System: Clients: The column "Diagnostics" is not sortable

PT-9755 About Page: The "Imaging" feature should mention about Scan client

PT-9776 Online eSign: Package Detail: Missing the "read only" badge when viewing the package in read                   only mode

PT-9870 User Detail: (Anti)Pattern is being used for the ngbNav-Tabs

PT-9875 OLE API: The value of attributes is not passed in the OLE documents when there is only 1 pair                     (id / value) of attribute

PT-9890 The redirection of the CSI Slideout URL appears to have broken in 10.1.

PT-9893 eSign: The request diagnostic feature is not working

PT-9895 Online eSign Package Search: Search By Package ID: The validation message is at the                                same line with the help text

PT-9896 Workflow: External User: Two Factor Authentication: The same passcode is sent to the user                          when clicking "Resend Code" button at the "Two Step Verification" page

PT-9898 Workflow: External User: Two Factor Authentication: Error shows when submitting code                                containing special characters

PT-9899 Workflow: External User: Two Factor Authentication: "Object reference not set to an instance of                    an object" error shows when opening the magic link of a terminated work item

PT-9902 KWYK Search: Smart Folders: "Column 'StorageTypeID' is constrained to be unique" error                            shows when searching with same application of the smart folder criteria

PT-9903 External Forms: Save for Later: "Save or Discard Form Changes" modal appears when clicking                     on "Save for Later" with no changes to the form

PT-9904 External Form: Two Factor Authentication: No request to enter code when accessing to the step                 by the "Save for Later Link"

PT-9910 Deleting an attribute that is in a Doc Display Name is not working

PT-9920 External Forms: A little too much space between the External Forms message and the click to                     Sign in button

PT-9922 SSO Setting page with the "Enable Mixed Authentication" checkbox after deselecting the                          "Enable Single Sign-On"

PT-9926 When adding a new smart folder the default focus should be on the name field.

PT-9966 Reporting: Document Retention: Detail Results: The label of count item should be "Documents"                  instead of "Document Types"

PT-9967 eReceipt: The processing that gets done in the BGP gets progressively slower as the number of                    receipts stored in the system gets larger.

PT-9970 Data: Search: Remove Document Tracking: Unable to remove the tracking requirement

PT-9981 Tracking: Inbox: No Tracking requirement records are shown in the inbox page of the                                    assigned/related user

PT-9989 Fillable Form Fields now displayed in the pdf.js viewer post upgrade in 10.2

PT-10005 KWYK Search: "String was not recognized as a valid DateTime" shows when opening a URL                         that contains DateTime attribute as the search criteria

PT-10023 Generate Error when the BGI runs for a Smart Folder that does not exist

PT-10095 IF you clear out the Host User Key field and Save it says the user already exists. This issue is                          new in 10.2

PT-10098 Setup: Data: Attribute: Exception shows when deleting a date attribute that is configured in a                      retention

PT-10103 Trak: Do not allow the user to change the Tracking Requirement to recur every 0 months

Upgrade Notes:

• Please note if you've saved your Track Report Criteria, that URL will break when upgraded to 10.3.  You will need to reenter your search criteria and save the new URL.
• Before upgrading to 10.1, please make that all clients are running the 9.4 version of the Identifi software.  If not, when the older clients initially connect to the 10.1 server, it will fail to connect. However, the client should still be automatically updated.
• Anyone that has the 9.1 or 9.2 Machine Wide Installer running on their machine, you should upgrade to the 9.3 Machine Wide Installer.  Anyone running version 8.4 or below is not required to upgrade.  This is due to the introduction of a defect in the 9.2 Machine Wide Installer, which is removed in 9.3 (Defect 8767)
• If you have client machines which are also running MS Teams or any other piece of software that uses the Squirrel Auto-upgrade technology, then at upgrade time you will need to re-install the client on these machines as a result of fixing Defect 8320
• For all Uplink users, please ensure that your Multi-Function scanners are scanning at a minimum of 200 DPI otherwise you may experience issues with the barcode reading post upgrade to 8.4.

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
• The targeted Microsoft .Net Framework is 4.7.2
• 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.