New Updates

  • 1170 – Added a Page Selector component to the Indexing screen, allowing users to specify which pages are included in the export
  • 1224 – Added continuous scrolling in the Indexing view, enabling users to navigate through pages without manual page changes
  • 1501 – PF 360 Digital Mail – Improved performance when adding users to user groups
  • 4511 – Enhanced Global Filters to support multiple queries
  • 5196 – Persistent search criteria across folder navigation
  • 5614 – (V2) Added the ability to enable Calendar View and configure filters to control which documents are displayed in the calendar
  • 6238 – (V2) Streamlined the interface by consolidating the Folder, Refresh, and Filter controls into a single row
  • 6297 – Added support for displaying comments when “View All Comments” is enabled
  • 6470 – Implemented various Merge Panel improvements
  • 6538 – Added the ability to configure custom dropdowns and fields within the Merge Panel
  • 6647 – (V2) Implemented sticky search and sort preferences, allowing users to retain search and sorting settings throughout their session
  • 6738 – Added a default setting to automatically attach a coversheet to documents
  • 6777 – Standardized date formatting in the Merge Panel to align with date formats used throughout the application
  • 6829 – Enhanced diagnostic logging for the IP whitelist feature
  • 6864 – Optimized profile load performance for profiles containing large numbers of folders
  • 6877 – Removed the “From Database” lookup update feature
  • 6934 – (V2) Added the ability to enable or disable Document Preparation directly from the Indexing screen
  • 6957 – Added workflow job monitoring, allowing profile admins to track the progress of workflow timer jobs from the Profile Configuration Logs tab
  • 6966 – (V2) Added an “Only My Items” filter option for user-based columns to simplify filtering and improve usability
  • 7040 – Added storage of fax transmission failure reasons in an internal hidden field for troubleshooting and reporting
  • 7113 – Added the ability for export metadata configurations to preserve values contained within parentheses

Bug Fixes

  • 3349 – Fixed access issue with Admin Actions and Profile Deletion logs
  • 4593 – Resolved an issue where not all selected documents/PDFs were attached successfully
  • 5780 – Fixed an issue where custom column span settings for the Invoice Comment column were not correctly applied to displayed content
  • 6132 – Fixed an ML extraction issue where incorrect subtotals were extracted for certain vendors
  • 6389 – Fixed an issue where the pen control would shift position while zooming
  • 6409 – Resolved an issue where SSO login links were not functioning correctly
  • 6526 – Display comments by default
  • 6530 – Fixed date field issues when using custom date formats
  • 6535 – (V2) Fixed global filter dropdowns not populating from lookup values
  • 6562 – Fixed issue where the “Hide Name Column” setting does not apply when the column UI is hidden
  • 6700 – Fixed a Document Preparation page copy exception caused by a pre-existing file name
  • 6730 – Fixed IP whitelist validation to correctly check the remote IP address
  • 6765 – (V2) Fixed an issue where the dashboard refresh feature displayed full counts instead of shorthand values on dashboard tiles
  • 6768 – (V2) Resolved miscellaneous errors to reduce unnecessary alerts
  • 6841 – (V2) Fixed an issue where navigation bar notifications no longer displayed a counter for viewed notifications
  • 6865 – Resolved an issue preventing language data from being downloaded in large profiles
  • 6931 – Fixed an issue where metadata selections were applied only to the first document during multi-file uploads
  • 6965 – PF 360 Expense – Fixed an issue with Azure Entra Organization User Import where only the first 100 user records were being imported
  • 6967 – (V2) Fixed an issue where lookup fields did not correctly respect values entered in the free-text input field
  • 6991 – (V2) Fixed an issue in the Indexing Screen where audit log timestamps were not displayed in the user’s local timezone
  • 7039 – (V2) Fixed an issue where removing a lookup configuration from an input field did not take effect
  • 7256 – Fixed an issue that prevented PDF attachments larger than 360 KB from being edited in Safari
  • 7257 – Resolved font rendering issues in PDF-to-PNG conversion
  • 7276 – Fixed an issue that could cause attachments to become out of sync