PF 360 Capture New Updates – February 2025

New Updates:

11079: Option to display a submission confirmation message upon clicking buttons: A new feature has been added to enable the confirmation dialog box for an event so that users can confirm the action.

11441: FTPS Support: The Pf360 Capture system has been upgraded to support FTPS for both document intake and export.

11219: Option to set minDate and maxDate for date fields at the script level, restricting users from selecting dates outside this defined range.

11792: Individual Page Selection in Document Preparation: Introduced the ability for users to select individual pages within the Document Preparation interface, enabling them to perform bulk actions such as merging chosen pages.

11841: Option to send Emails from PF360 system: Users can now send emails from the PF 360 Capture user interface by selecting predefined email templates. They can also attach the current document or additional documents to the email before sending it.

This option must be enabled on the configuration page. The image below is for reference.

11883: Ability to bulk import users into the user groups via a CSV file. The steps are outlined below.

Select a CSV file to upload in the Add New User popup.

The dropdown list will populate with all the column names in the CSV file. Select the User Email column from this list. Once the User Email column is selected, the email addresses from the CSV will be populated in the text box below. If the user is an SSO user, enable SSO.

Finally, click the Add to Group button to add the users to the user group.

11931: SSO Login Link: The SSO configuration page now features a login link for easier access.

11932: Rearrange the Reports: The report’s order can now be rearranged by specifying a position in the Report Editor. The development team’s assistance is needed to configure this report position.

11945: Document Preparation UI Enhancements: The Document Preparation interface was enhanced to show the document set name on the section button and now includes a Scroll to Top button.

The Document Name on the Index Button feature is configurable and must be enabled in the Document Preparation Screen Settings section of the Other Profile Setting menu. The image below serves as a reference.

The Scroll to Top button takes users to the top of the Document Preparation page. It is applicable to all profiles, and no configuration is required.

11961:  “Rotate All” option: The document preparation interface now has a new feature that allows users to rotate all pages across sections.

11962: Implemented a new set of workflow functions for managing user groups and users through scripts.

11967: Ability to convert users from Authentication users to SSO Users.

11998: Enhanced support for OCR and extraction of non-Latin alphabets, configurable at the script level.

12042: Added the capability to filter document templates for the outbound fax cover sheet selection through script.

12050: Attachment Icons and Tooltips: Enhanced attachment icons and added tooltip descriptions on the indexing form for better clarity. The PDF documents will now display an edit icon, provided the “Allow Editing PDF Attachments” option is enabled.

This option must be enabled in the “Allow Editing PDF Attachments” option found in the Misc. Settings section of the Indexing Config menu.

12078: Option to hide global filter conditions from the user interface. This can be configured in the global folder configuration settings.

12080: Added the ability to set the default comment type when loading a document.

12121: “Ignore Global Filter” Setting: A new feature has been introduced to configure the title and the queues to ignore the Global Filter conditions. This can be configured in the Dashboard Tile configurations.

12218: Enhanced HTML coversheet to pre-populate values.

The HTML coversheet will be updated with the necessary values, which will be mapped to the fields in the Indexing section. This will enable the system to display all relevant values in the appropriate fields on the cover sheet. Developer assistance is required for this task, and it must be configured within a specific profile.