New Updates

  • 1166 – Enhanced the display of merge buttons in the Document Preparation screen
  • 1233 – Added the ability to delete multiple consecutive or non-consecutive sets of documents in the Document Preparation screen
  • 1714 – Added an option to re-arrange file upload metadata fields
  • 1981 – Added an option to navigate to the Profile Configuration page directly from the Dashboard for admin users
  • 2104 – Added an option to display a configurable action message after user has performed an action
  • 2162 – Enabled PDF attachment editing in Send Fax and Fax Out dashboards
  • 2320 – Enabled the Print button in the editable PDF interface
  • 2394 – Added the option to specify a page range for faxing multi-page documents
  • 2395 – Added an option to display a warning message when a user’s lock is expired or is stolen
  • 2423 – Enhanced the merge feature to enable merging comment and attachment data
  • 2542 – Added an option to open faxed documents from the View Fax History tab
  • 2737 – Added support for bulk deletion and download of multiple lookups from lookup list
  • 2931 – Show or hide various ‘Delete’ option buttons on the Document Preparation screen based on the profile’s delete option settings
  • 3226 – Expanded pen feature to support text highlighting

Bug Fixes

  • 1188 – Fixed issue with missing ‘Pin’ icon for certain image attachments
  • 1196 – Fixed issue with incorrect time zone displayed in Other Profile Settings tab
  • 1197 – Fixed issue with text missing in the PDF -> PNG conversion for certain files
  • 1239 – Fixed issue with timer jobs displayed with negative timer in Profile Configuration Logs page
  • 1255 – Fixed issue with Document Preparation data field not displaying date values in the user’s current time zone
  • 1275 – Fixed issue preventing ‘Eastern Time’ and other North American time zones from working properly
  • 2422 – Resolved the issue where the unsaved warning did not include unsaved comments
  • 2453 – Fixed issue preventing the re-upload of a lookup file with the same filename
  • 2540 – Adjusted Fax Date display to reflect user’s current time zone
  • 2541 – Resolved the issue where fax out status is not updated on the original document
  • 2739 – Fixed issue with opening documents via browser altering the PDF attachment
  • 2754 – Addressed the issue of unsaved changes warning not triggering in line item section
  • 2822 – Fixed date parsing issue when checking for unsaved changes
  • 2997 – Introduced warning for unsaved changes in edited PDFs
  • 3318 – Fixed issue with lookup files containing invalid characters in the header
  • 3357 – Addressed issue with AI Search showing invalid documents in filtered list
  • 3359 – Fixed issue with warning message appearing in the Document Preparation screen despite no changes being made
  • 3364 – Fixed logging problem in Document Preparation merge process
  • 3369 – Increased searchable fields character limit to 399
  • 3376 – Fixed close icon not working in PDF Viewer for image attachments