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Docsvault Enterprise Changelog

What's new in Docsvault Enterprise 11.5

Nov 2, 2018
  • New Favorites Interface in Desktop Client:
  • A new Favorites Toolbar makes it super easy to get to your important folders and files.
  • Favorites can also be easily accessed as a dropdown list if an entire toolbar is not desired
  • A new Manage Favorites dialog allows you to add, remove, rename and order your favorite folders and files
  • Favorite items can be renamed to anything you want without affecting the actual folder and file names
  • Full Windows Screen Scaling:
  • The desktop client now fully supports screen scaling to zoom up contents for better visibility
  • Profile/Indexes:
  • Numeric Index Field Masks: You can now apply a predefined validation mask for Numeric index fields
  • (e.g. integer, float values, currencies, percentage, etc..)
  • Search:
  • New search option that allows you to search for an empty index value. For example: “Doc. Status = is empty”
  • More options added to date dynamic variables such as next week, this week, and last week
  • Office 2019 Support:
  • Added support for the new MS Office 2019 suite
  • Create PDF Versions:
  • New right-click menu “Create PDF Version” available for common file formats like Word, Excel, CSV, txt, Tiff, images, etc.
  • New Information Panel in Web:
  • A new right panel has been added to the web interface for a quick access to relevant file/folder information in addition to the items profile
  • Public Share Links:
  • New end user interface for share links
  • Easy Document Previews:
  • You can now double click a document in the file list to preview it in a new tab. You can also click on the name of an item in the new Information Panel. Works for all supported file formats (pdf, docx, doc, txt, xls, xlsx, csv, etc.)
  • Workflow:
  • Option to auto create PDF versions during workflow process
  • Options to prompt and mandate workflow participants to enter comments before moving the workflow further
  • Option to set frequency and intervals for overdue auto reminders
  • Option to disable auto email notification for specific workflow steps
  • The auto digital signature feature during workflow transition now works for Word and Excel files too in addition to PDF files
  • Workflow filter (above workflow task list) is now remembered between sessions
  • Workflow participants & managers can manually send reminders for pending tasks on demand with a single click
  • You can now move your entire workflow design elements together in all directions to make space for new elements or to make buried elements visible on the main canvas
  • eForm Add-on*:
  • Form listing: Added Pagination for a quick listing of forms
  • Form listing: Enhanced Sorting & Filtering in form listing
  • Date Property: Option to auto populate current date in the ‘Date’ field
  • Date Property: You can now assign a predefined date format for a Date field
  • Profile Index Property: Option to auto populate “user type” Profile Index field when the form is called from within Docsvault
  • Report: Added Date & Numerical sorting in Reports
  • Report Select Columns: You can now customize the width of a column in Reports
  • Report Filter: Added a new option ‘In last x days…’ in the time filter drop down
  • Submission: Added Pagination for a quick listing of submission entries with user defined entries per page
  • Submission: Added Sorting of columns in submission listing
  • Form Layout: You can change the size of your form by customizing its width and margin
  • External Users:
  • You can change the account status of external users. Only users with Active status can log-in into the External User Portal.
  • Advanced Import Add-On*:
  • Docsvault can now also support CSV with UTF-8 & UTF-16 encoding
  • Formats for captured Numeric & Date fields can be specified while mapping with Docsvault index fields
  • Digital Signature Add-On*:
  • The web signing interface has now been replicated in the desktop application as well to maintain consistency and modernize the desktop signing experience
  • Date & Time stamps will automatically be added to the digital signature when you sign a document
  • MS SQL Server:
  • Docsvault will now use SQL 20014 Express Advanced Services edition by default
  • Enhancements:
  • Workflow:
  • Redesigned email formats to make them more readable with important information moved to the subject line and top of the email body
  • You can now double-click to open profile panel in the bottom panel of a workflow
  • Scan Module:
  • You can now resize the left panel in the scan window
  • Sort and Filter:
  • You can now Sort and Filter the File List View, Workflow List and Search List in the web interface
  • Retention:
  • You can now create new retention records using the “New” menu in both Desktop & Web applications
  • Quickly open a retention record in the web interface by double clicking on it
  • Bug Fixes:
  • Fixed issue of prompting validation message when “SA” user password is blank while configuring Docsvault ServerFixed the issue of displaying group instead of a participant user in the bottom pane of a Workflow
  • eForms add-on:
  • Fixed the issue of drag and drop behavior when inserting controls inside a panel control
  • Fixed the issue of incorrect listing behavior when updating a category
  • Changes:
  • Auto OCR version ownership: Ownership of OCRed files will now be assigned to the default Docsvault System user instead of the main Admin user
  • The default search criteria ‘match’ has been set to ‘Exact Phrase’ match
  • Deprecated certify & invisible signature in the desktop application
  • Administration: Renamed “Connected Users” node to “User Connections

New in Docsvault Enterprise 11.0 (Apr 5, 2018)

  • NEW FEATURES:
  • Workflow:
  • New Redesigned & Simplified Workflow GUI speeds up shifting through tasks by making the necessary information available upfront
  • Prompt and mandate workflow users to fill out certain index fields before moving the workflow further
  • The workflow interface now includes the ability to view and edit document’s profile without additional clicks
  • Export workflow documents and their profile metadata automatically to a predefined location during a workflow action
  • New dialog for workflow comments makes it very easy to see comments from all previous users
  • New Workflow Priority option to promote specific workflow instances on demand
  • Option to allow users to change due date for next step of the workflow to expedite processing for specific instances of a workflow
  • Option to append user comments during workflow to document notes of the main workflow document
  • Add Dynamic Participants to any workflow step through the use of the new “Users/Groups” dynamic index field
  • The automatic step actions now offer an additional workflow action through a new “Else” condition
  • New Transition Action – “Set Description”
  • Documents attached during the workflow are now visible along with the main workflow document in file listings
  • Moving/Copying the main workflow document during any transition will also move all its attached documents along with it
  • Attached documents will now always be related to the main document. The document relation checkbox option has been removed from the transition options dialog
  • Retention Automation:
  • Retention can be applied to documents automatically based on their profile and date index field in them
  • Retention can also be based on the document’s created date in the system instead of manually assigned base dates
  • Auto-assignment of records retention schedules on documents on import/creation based on the type of document profile assigned
  • Auto change of record series and corresponding retention date when profile and base date index filed values are changed
  • Ability to apply retention for multiple documents in one go
  • Retention can now be applied to either entire folder sub contents or just the first level items
  • Built-in search query to list all records that are missing a base date assignment
  • Version Control:
  • Multiple Formats in Versions: You can now save versions of documents in different file formats. Example: A word document can now have a PDF version available to all users and reverted to word format for changes and updates when necessary.
  • Create PDF Versions: new right-click menu “Create PDF Version” available for common file formats like Word, Excel, CSV, Txt, Tiff, images, etc.
  • New option to convert supported file formats to PDF when checking in a document
  • Import new version of a document in different format using the right click “Import New Version” option
  • New Docsvault User Index:
  • A new versatile users/groups index field that allows for creating lists of Docsvault users or groups that can be assigned to a document’s profile. Example: Document Approvers, Sales Person, Managers, etc.
  • This user index field can be used to assign a workflow to the right people automatically
  • It can also be used in eForms for people to select appropriate Docsvault user or group for any particular task
  • eForms Add-On:
  • New Profile Index Control: Drop any Docsvault profile index field onto your eForms. Supports text, numerical, date, static lists as well as the new Users/Groups index fields.
  • Dropdown, Checkbox, Radio Button and Choice List controls now have display values (to show on forms) that are different from their actual values
  • New Field Rule Action: In addition to show/hide fields, you can now even set values for fields based on selection/value of other fields
  • Added new Square root operator for numeric formulas
  • Added option to assign document profile to dynamically created folder as well in addition to the actual form document created
  • New form expiry dates as well as 7 days availability on schedule with specific times for each day
  • Submission ID, Custom ID and Submission Date can now be mapped to document’s profile
  • Choice List, Dropdown, Radio Button and Checkbox controls are now available as dynamic fields of Email and Notification templates
  • New Reports Module:
  • Create customized reports based on form submission entries
  • Select only desired fields and add manual as well as automatic filters
  • Make your reports publicly accessible using share links
  • Export report results in many different file formats including excel
  • Digital Signatures Add-On:
  • Web Signatures: A completely new interface to digitally sign documents in the web application for all authorized users
  • Adopt a signature from many available styles or draw/upload your own
  • Authorized signers can now collect ad-hoc in-person signatures from non Docsvault users using the “Get Sign” option
  • Allows signing Word, Excel, Text, Tiff files and converts them to digitally signed PDFs
  • Insert common text elements like date of signature, Name, Title, Email, Checkmarks, etc. with simple drag and drop. You may even write your own text on the document before signing it.
  • New Analytics Tools Add-on:
  • This new add-on consists of the following two tools
  • User Security Audit Module:
  • Comprehensive user/group access report for the admins
  • Evaluate effective permissions based on securities assigned to user, their group or through document ownership
  • Check user rights throughout the repository or specific area
  • Display permissions as folder hierarchy or as a flat list
  • Export data to Excel or save as PDF
  • Dynamic Folder Usage Report:
  • Embedded in the right-click menu of any folder or cabinet and available to all users, this dynamic report displays the number of files and total size at each level of the folder structure. This report can be invoked from any level of hierarchy and is available in two different modes
  • Files directly within the folder
  • All files within the folder and its subfolders
  • ENHANCEMENTS:
  • All user selection dialogs will now display user’s full name instead of just their login names
  • Workflow can now be applied to documents under retention and conversely retention can be applied to documents under workflow
  • Workflow Comments UI: added right click menu to copy comments text
  • Workflow Listing in Web: Removed the workflow details grid and pagination for better listing speed and to make space for the new bottom panel
  • Workflow Task List: Added new right-click menu items for file/folder operations on the workflow document
  • Security Change for Folder Moves:
  • If security is custom at source, it will remain custom at destination
  • If it is inherited “from parent” at source, new security of destination parent will be applied to all subitems, except for those items that have customized security
  • Above security rules will apply to security changes during document status changes as well, if applicable
  • eForms: Assign workflow, Document status and Document profile to form attachments too
  • eForms: Form document created on eForm submissions will either be in Word/Excel or pdf format but not both
  • eForms: Added an edit icon to rename field rules
  • eForms: New “Options” item added to the forms hover menu in main forms listing
  • eForms: Theme applied to the form will carry over to the post submission page as well
  • Reinstated hierarchy of rights in security table
  • At least one right needs to be selected to add a ‘Group’ to a document’s security
  • Added default scanner option in scan job settings
  • Audit Trail: When username is changed, old username is now preserved instead of displaying the new username in audit logs
  • Email format enhanced for “.msg and .eml” files when exported as PDF from Document Preview
  • New API Samples added and some old ones updated
  • Default Site URL: Removed the Port # field from web, desktop and web server manager dialogs
  • Added a new toggle button for profile panel in web application (settings for it in options is removed)
  • Docsvault Navigation Dialog: Columns are resizable and path column is wider by default
  • PDF Viewer:
  • Next/Prev. document navigation added to bottom status bar
  • Added right click menu and document Page Layout buttons
  • Zoom mode added and it is remembered as user preference
  • PDF viewer scroll mode remembered as user preference
  • Search term highlighting in PDF viewer when opened from search results
  • BUGS:
  • Fixed issue with delete document button not working in import dialog
  • Removed use of local xml file creation in temp folder on every file selection to hold profile values
  • Fixed clearing of name after scanned files were imported
  • Advanced Import: Removed restriction of space in column header names in csv file
  • Fixed issue with adding more than 100 users in one security group
  • Scan description is now cleared for each new scanned document
  • Resolved issue with large number of email capture rules in one capture job
  • Resolved bug with workflow assignment from eForms when multiple attachments were involved
  • Resolved issue with auto file naming and profile value updates in scan interface
  • Fixed inserting blank numeric values from eForms into Excel templates without breaking formulas
  • Many minor coding and enhancement bugs squashed!

New in Docsvault Enterprise 10.7 (Aug 5, 2017)

  • New Features:
  • Shared Space:
  • Docsvault’s new Shared Space feature is a convenient way to share documents with users and groups from other departments. At times, you may want to share specific files or folders with users who do not otherwise have access to them or are located in a deep nested folder structure.You can control to what extent and for how long other users can access shared documents.
  • Centralized Management of User Settings & Interface:
  • The storage and administration of user settings has been completely overhauled while still keeping the same end user interface for normal users. Administrators can now change user settings and interface for any user or group on demand from the convenience of their own logins. They can also setup default settings and interface for new users. This feature is very useful for organizations with a large number of users.
  • Auto import based on Profile Values:
  • The new Filing Template feature can automatically file documents in folders based on the index values that are applied to document at the time of scanning/importing. It also allows you to automatically name the file, add description and notes based on index values.
  • New Scanning Interface:
  • Folder Scan: Allows scanning from simple folders instead of scanners. Helpful when scanning from remote scanners or from non-TWAIN compliant scanners.
  • Enhanced Scan jobs with automatic post scan correction options
  • New Profile and Location based scanning panels
  • Unified scanning interface for both single and multiple document scanning
  • New in Workflow:
  • New Transition Actions:
  • You can now auto rename a workflow document when it transitions from one step to another
  • Send dynamic emails when a workflow transitions using predefined “Email Templates”. Email Templates can replace email addresses and/or values in the email body from the workflow document’s profile.
  • Consolidated Emails: Users can now choose to receive one consolidated email for all workflow related alerts on a daily or weekly basis
  • Workflow Designer:
  • The first step of the workflow is automatically highlighted in green color for easier identification
  • On the desktop client, easily navigate through the different parts of “Step” configuration using tabs instead of going through the configuration in wizard format
  • Workflow initiators will now see all instances they initiated in their ‘participated by me’ node for easy follow ups
  • Manager/watcher node will not be visible to users who are not managing or watching any workflows
  • Users can easily checkout the workflow document for editing from the workflow dialog
  • Export workflow task lists using the standard export button on toolbar
  • New in Web App:
  • Profile Panel: New user option to view the document profile in a right docked panel
  • Users can now use a full screen button (F11 on keyboard) for instantly displaying word and excel files in full screen
  • Option to open word and excel files in independent tabs using the “Preview in new tab” button in the preview panel
  • External User Interface: Option to open PDF files in a separate tab for full view manipulations
  • New Barcode Reader Add-on:
  • The new Barcode Reader Add-on can read barcodes on documents when scanning through the new scanning interface for indexing and naming scanned documents. The smart barcode reader can read multiple barcodes and can even break down multi-valued barcodes with delimiters and map them with document profile indexes or use them for auto file naming.
  • New in Web eForms Add-on:
  • New “Formula Table” control for simple expense reports, orders and other tables with formulas. Can also be used as a simple table without formulas for entering data in a tabular format.
  • You can now perform simple arithmetic calculations on any numeric fields
  • Formulas can be set even on a ‘Date’ field to add number of days
  • Enhancement For the Administrators:
  • Administrators can now manage the following additional settings from the client side “Administration” menu:
  • Default Site URL: Allows setting up default site URL for the Docsvault web client access used in shared links, workflow links, etc.
  • Email Setup/Alerts: Setup outbound email SMTP credentials for outgoing emails from Docsvault
  • Advanced Batch Folder Creation: Admins now have an option to map profile index values with data in csv files while creating new folders using Batch Folder feature. The batch folder creation can also be combined with “Folder Templates” to create entire folder structures in one go. Useful for repetitive and consistent folder structures like vendors, customers, employees, etc.
  • The Users/Groups lists now display the total count at the bottom of the respective dialog. The list can also be exported out using the export button.
  • Firewall Exception: Docsvault configuration process will now add firewall exceptions for all network types (domain, private and personal)
  • Easy “Undo Checkouts” while Checking In:
  • A new button on the check-in dialog allows users to undo a checkout right from the checkin dialog abandoning the checkin while also freeing up the checkout lock
  • User Interface: New option for users and admins to disable any root node in the left tree panel to simplify the interface. Works in both the desktop as well as web app.
  • PDF Viewer/Editor:
  • Features such as Zoom in, Zoom out, Rotate and print added in PDF Options > Reorder and Delete Pages dialog
  • PDF Viewer with Thumbnails view: New Docsvault PDF Viewer with several tools that makes reading, navigating and using PDF documents much easier
  • Recent Documents: Users can easily jump to the original location of a file/folder using the ‘Open File Location’ menu item
  • Docsvault Navigation Dialog: User can now see document paths in search results within the Docsvault navigation dialog
  • Audit Trail: Logging few more actions performed on mobile app in Audit Trail log
  • Centrally check outs:
  • The “Edit in Docsvault” option for PDF files now checks out files centrally so users can continue to edit the checked out PDF on other desktop clients.
  • Administrators & users with undo checkout rights can now check-in centrally checked out documents by others from within their own logins
  • Fixed:
  • Fixed the issue of incorrect search result with special character
  • Fixed the issue of incorrect order of sorted files when you import files via Import button
  • Fixed issue with entering index value not working using enter key on the keyboard
  • Fixed the issue of index column not displaying in the center list view with wrong value in date format
  • Fixed the padding issue of Entry ID in eform
  • Fixed the issue on storing zero bytes of file version while checking-in the document edited using ‘Edit in Docsvault’ feature
  • Fixed the issue of xml file not updating on resetting personalized settings of users
  • Fixed the issue of jumpy behavior of workflow filter in manager/watcher node
  • Fixed the issue of workflow link received in an email notification redirecting to incorrect node in ‘My Workflow’ section of a user in web client
  • Fixed the issue of reordering and delete pages in PDF Editor
  • Fixed the issue of navigating the ‘Options’ menu in Designer mode of Web eforms
  • Changes:
  • Option to predefine index values in a folder template has been removed
  • Web Scan feature: The ability to scan through Internet Explorer browser has been removed as ActiveX framework is not supported or safe to use anymore
  • Removed the profile mismatch dialog when moving documents between folders with mismatching available profiles. Documents will take their profile with them irrespective of the available profile settings at destination folder.

New in Docsvault Enterprise 10.3 (Jan 7, 2017)

  • New Features:
  • Document Request:
  • Docsvault’s new Document Request feature allows you to easily collect documents from non-Docsvault external users. You can now let anyone upload files to your Docsvault repository using a simple web based drag and drop interface by sending them a web link via email, instant message or by an embedded drop zone directly on your own website. When requesting files, you can set file request deadline, file types, size limit and number of files allowed to be uploaded. You can be notified about new files uploaded instantly by alert emails and easily keep track of files received using detailed logs and reports. Non Docsvault users receiving the request link simply click on it to open up a simple upload interface in their web browsers. The upload interface automatically adapts to desktop, mobile phone and tablet interface giving your recipients the optimal upload experience with your logo and branding.
  • Web eForms Add-on:
  • Create a highly flexible form layout with multiple columns using the new Panel control
  • New Field Rules allow you to dynamically Hide/Show specific fields based on value selected in another field on your form
  • Add style & colors to your forms using pre-designed themes or create your own theme to match your branding
  • Added new File Upload control that allows your users to upload multiple files in a single control using simple drag and drop interface
  • Docsvault names attachments uploaded with forms in a systemic manner to easily associate them with the form document
  • You now have an option to append uploaded images as pages in PDF and Word documents
  • When you sign an eform, on submission the signature is saved as an image and can be inserted in PDF and Word document
  • Security:
  • Introduced a more flexible method of applying ‘Default Security’ rights to users/groups. Instead of following a strict hierarchical order of privileges, you can now assign higher rights but still remove certain lower rights as required in some situations.
  • Cabinet/Folder Ownership:
  • Changed implied security behavior so that even individual owners of a documents cannot remove users/groups with the “Change Security/Change Owner” rights on any file or folder. This change now makes it possible to assign ownership of cabinet or major folders to users who cannot be removed from security table of any files/folders created under it.
  • User Listing by Group Report: A new built in admin report added where to get list of users in specified group
  • Enhancements:
  • Profile/Indexes:
  • You can now create & edit Profile/Indexes right from the web client application. This option is available under the new ‘Administration’ menu that was introduced in v10.
  • Share Links:
  • You can now easily create a new share link directly from the Share Links node
  • A new ‘Copy Link’ button introduced for copying the shared link to clipboard without opening the share form
  • All the options of share links such as resend, copy, edit, expire link and reports are now also available on the context menu of the selected link
  • If recipients select the option to remember the login details, their name will appear on the right corner of shared link page
  • Outbound emails:
  • The Emails send via Docsvault system will now display SMTP email address in ‘From’ field of the message (as configured for outbound email setting in Docsvault) on behalf of the actual user email. The is to achieve higher rate of SMTP Server compatibility and help them separate legitimate email from spam and phishing campaigns.
  • Sort List Views:
  • Locate data in several list views faster by sorting desired column in alphabetical order (ascending or descending).
  • Improved the speed for retrieving email logs.
  • PDF Options:
  • Changed the reorder/delete interface and added new controls such as zoom in, zoom out, rotate and print
  • AD Users:
  • Added OU filters to narrow down the scope of search for active directory users allowing quicker retrieval in large scale active directories
  • Checkout Folder Cleanup:
  • Empty folders will be deleted automatically after the checkin process
  • Changed the behavior of ‘Save’ button in PDF Editor. Now you can save the changes and continue working on the document
  • Fixed:
  • Fixed renaming folders in Folder Template
  • Fixed issue with searching files and folder in open-vault (Import) dialog box when saving from outside Docsvault Client (via ‘PDF Printer’ and ‘Send to Docsvault’)
  • Fixed issue with inheriting index values from parent folder in mobile app
  • Fixed the issue of editing multiple index values from mobile app
  • Fixed Section values not being remembered during move operation
  • Fixed import in local filling area if there was an ‘s in folder/file name
  • Fixed loss of icons in explorer navigation in some situations
  • Fixed the visibility of deleted users in connected user list

New in Docsvault Enterprise 9.0 (Jul 10, 2015)

  • NEW FEATURE:
  • New eForms Add-on:Docsvault introduces a new eForms solution that provides an efficient way to collect simple form data inside your document management system.
  • Create your own simple forms using various field types like text box, drop down lists, radio button selection, tables, check lists, date, etc.
  • Use dynamic fields like current user and current date that fill up automatically when form is loaded
  • Create dynamic Word, Excel and PDF documents based on captured data. Excellent for creating repetitive documents like contracts, leases, leave applications, or simple data sheets.
  • Supports attaching documents to forms
  • Keep documents in original template format or convert them to PDF files on the fly
  • Captured data can be used to index the document created, assign it dynamic file name and automatically select its filing location
  • Keep an accurate log of all captured form data along with date and time stamps, usernames, corresponding documents created, etc.
  • Query captured data with filters like form type, users and dates. Print out reports or export out captured information in Excel format for further data manipulation
  • Trigger automatic workflows on form submissions
  • Save forms partially in draft mode and submit them later
  • Maintain versions of forms and quickly roll back to an earlier version of a form if needed
  • Set security by customizing who can access what forms
  • Set alerts to notify appropriate users in the system about new form submissions
  • New Custom Documents IDs:
  • Allows you to create unique document IDs per cabinet
  • Document ID is created based on custom strings of variables, text and numbers. This unique Document ID will follow the item throughout its entire life cycle
  • You can even apply new custom IDs to exiting documents when creating/editing Custom ID templates
  • If customized for any cabinet, Document IDs replace the System ID in file lists automatically. However Docsvault assigned System IDs are still created for documents.
  • Document IDs are fully searchable in the Docsvault search interface
  • New “Document Status” Feature replaces the old Flag system:
  • You can now customize different “Document Status” (Draft, Published, Finalized, etc.) with corresponding flags, security and ownership changes
  • Change in Document Status can automatically trigger a corresponding change in ownership, security and flag of a document
  • Option to retain versions of documents in any particular document status
  • Create separate “Shared Links” for any previous versions too in addition to the latest version of the document
  • Only Owners, Admins and users with overwrite rights can change document status without creating new version to prevent unauthorized change in Document Status
  • If allowed, normal users can still create new versions of documents until its finalized
  • Client Side Repository Reports:
  • Administrators can now access various repository reports right in their Desktop and Web client login
  • Easy graphical reports with bar graphs and pie charts
  • Tabular reports provide accurate count and document list based on extension, cabinet, profile, ownership, OCR status, and more
  • Report data can be printed out or exported out in multiple formats like, Excel, CSV, PDF, etc.
  • New Custom Reports:
  • Now any user can create their own reports with an easy three step wizard
  • Group reports into categories for easy accessibility
  • Users can choose to keep their reports private or accessible to everyone in the system
  • Export reports into various formats like PDF, Excel, CSV, etc.
  • New Workflow Reports:
  • New workflow reports accessible from the workflow toolbar
  • Users can now check their task performance, daily performance, etc. with predefined reports
  • Workflow managers can monitor user performance, overall workflow performance, etc. with intuitive reports
  • Reports can be exported out in various formats for further manipulation
  • Custom Email Alerts on Document Events:Users now have an option to send email alerts to other people in addition to themselves. This option is a good way for administrators and managers to setup email alerts on any files or folders in Docsvault for a group of people.
  • New Batch Folder Creation:
  • Administrators can create new folders in batch using data from simple CSV file
  • When cabinets are set to use any particular folder template, the batch folder creation will create entire folder templates as necessary
  • Duplicate Files Finder:
  • A new feature to easily find duplicate files in your repository by name or by size
  • You can restrict the scope of your search to any particular cabinet or folder
  • Results can be filtered further or exported out for further manipulation in other applications
  • Request for Check-In feature: A one click option to create a notification task requesting check-in of a currently checked out document
  • New Workflow Features:
  • Workflow task action dialog is now set in the bottom panel for quick action on workflows
  • Workflow documents are now visible in the built in Document Preview panel
  • Replaced the dynamic users ‘Initiator User’ and “Previous Step Participant” with actual user name at time of transition
  • Signing a document in Docsvault can now trigger automatic workflow transitions
  • Administrator members or Managers of a workflow can change participants and due date of current step
  • Folders can be attached as supporting docs during a workflow transition
  • New Document Profiling Features:
  • Index value AutoComplete feature is now optional and can be set from the Options dialog
  • Delete erroneous or unnecessary previous index values from the value suggestions dropdown list with a simple click
  • When index value is set to inherit from parent folder, values will be inherited even if a different profile is assigned to the parent folder
  • File Name Templates based on index values now work for naming folders as well
  • Numeric index field values do not use comma separator anymore
  • New Quick Email Feature in Web Client:
  • Quickly email documents from the web client without having to download files first
  • Use the Quick Email feature to email documents from previous versions or previous document status
  • Document Versions:
  • You can now directly export individual document version from its Version History.
  • A new server side option to enable automatic appending of version numbers to documents being exported manually by users from the Desktop and Web clients
  • Mobile New Features:
  • Important: If you use Docsvault mobile applications, please wait for the announcement of v9 mobile applications before upgrading.
  • Access your Docsvault Workflow tasks on your mobile device. Receive workflow notifications, take ownership, delegate or perform required actions on tasks while on the move.
  • Upload files from other apps to your Docsvault repository using the ‘Open In’ feature
  • Convert image files to PDF while uploading them to Docsvault (allows OCR of captured documents)
  • iOS users can now email/share Docsvault documents using a standard share button
  • Document Preview Enhancement:
  • You can now search content in Excel files while viewing them in Document Preview
  • New Download button in Web Document Preview for easy download of files
  • PDF Redaction and Image Correction:
  • You can now save or email your edits directly from the Image Correction window making redaction of documents very simply without having to create a new version
  • New ‘Flip’ control added: This tool helps you flip image vertically creating mirror image
  • Changed menu name from ‘Image Correction’ to “Image Correct and Redact” under PDF options menu
  • Shared Link Enhancement:
  • You can now create “Shared Links” for any version of a document in addition to the most current version
  • The Shared Link web interface will now remember viewer width setting in browser cookies
  • Advanced Profile Add-on: Live document Index values from third party database
  • Secondary or dependent indexes fill up in real time based on value of master/primary index saved in Docsvault
  • Profile Search Enhancements:
  • Dynamic date variables for Date type index fields. Ex: Today, Tomorrow, Next Month, Last Year, etc.
  • Custom Index Field Validation Masks:
  • Revamped the interface for applying masks to index fields for data validations
  • Backup Enhancements:
  • You now have an option to split the backup file into multiple files leading to faster backups using multiple threads as well as producing smaller manageable files that can be moved across the network or uploaded to the cloud easily.
  • Docsvault now performs DBCC checks to ensure the integrity of the current database before actually taking backups. A warning message is displayed if the DBCC integrity check fails.
  • Web Application Background Customizations:
  • Web customization now additionally allow you to change background color and images in Web (main login and Shared Link) interfaces for even better personalization control
  • Document Tasks:
  • Added Check In and Digital Sign options in right click menu for attached documents
  • Changes:
  • The name “Document ID” has been changed to “System ID”. “Document ID” in Docsvault will now refer to Custom IDs specified by you. Other than the name change, System IDs still function the same as before.
  • Once signed, a document’s Digital Signature status will not change even after It has been edited
  • Notification dialogs in system tray remain open until users close them manually

New in Docsvault Enterprise 8.0 (Nov 19, 2014)

  • New Features:
  • Digital Signatures
  • Digital Signatures use unique digital certificates issued to individuals for signing documents. Digital signatures are legally binding and are a preferred method of signing documents for compliance with various standards & regulations as they preserve the document's integrity (Signatures are invalidated if any change is made after signing), verifies the identity of the signer and provides for non-repudiation of signatures within and beyond your organization. This add-on enables Docsvault users to sign, authorize and approve electronic documents without printing them out and signing them by hand thus saving paper, time and money. Digital Signatures help in implementing seamless workflows that are uninterrupted from the burdens of having to print and rescan a document just to get approver's signatures.
  • Docsvault Web Components for Additional Functionality
  • New Docsvault Web ActiveX control for Internet Explorer to enable direct check-in/out and web scanning functionality within the IE web browser. Web scanning allows remote users to scan documents using a local scanner connected to their PCs from anywhere.
  • Document Previews
  • The new built in Preview feature can instantly display contents of all common file formats ( Word, Excel, Emails, Tiff, PDF, images, AutoCAD drawings, DICOM images, and many more) without the need to install their native applications. The ability to breeze through the contents of files right inside Docsvault saves you a lot of time and effort. Get full sized views, zoom, search, print and get many more file format specific functionalities like full 3-D browsing of AutoCAD files. You can even save any file as PDF with a simple click of a button.
  • Smart Search
  • Smart Search feature allows users to access Docsvault files/folders from any third party application they use with a simple 'hotkey'. This allows for a virtual integration of Docsvault repository with any other application you use in your routine work
  • Restrict Folder Templates for a Cabinet
  • Maintain consistency of your first level folder structure by specifying a predefined folder structure to be used under any cabinet. This will mandate the use of a predefined folder template at the root level of a cabinet when creating new top level folders.
  • Support for UTF fonts
  • Docsvault now supports UTF characters expanding its support for languages around the world
  • New Logs & Charts
  • Reports like files by extension, cabinet, ownership, checked out by user, etc. are now also represented in bar and pie chart formats
  • New User Connection Log allows the administrator to monitor successful and failed logons and logout attempts made by users. This log can also be exported/printed out as a report
  • Concurrent User Licenses
  • New concurrent licensing model introduced with this release can allow multiple users to share a common pool of license. This type of licensing is useful when you have occasional users who can share a connection license and do not need a dedicated license.
  • Enhancements/Changes:
  • Workflows
  • You are now able to clone an entire workflow instead of creating a new one from scratch. This saves a lot of time and effort if you need to create multiple similar workflows with minor changes
  • Workflow participants now get a popup notification when logged in Docsvault for new workflow events. They can set their notification preferences from their user options dialog
  • Workflow participants are now able to add secure, legally-enforceable digital signatures on a document during a workflow process. Docsvault also allows multiple digital signatures on a document.
  • You are now able to create folders dynamically based on document's index values while copying, moving or linking to associated document in a workflow
  • You are now able to assign dynamic dates for indexes in the workflow process
  • You can now trigger back to back workflows on documents automatically
  • If the security on a document is cleared during the workflow process, it will automatically inherit its parent security
  • Any task that has reached or past its due date in a workflow process will be displayed in red in Workflow Tasks lists
  • Various filters enabled on workflow lists columns
  • Workflow listing sort has been changed to due date column by default
  • Task Panel in MS Word:: You are now able to add or edit Profile/indexes, notes and description of a document opened for editing right within MS Word
  • Title Bar in MS Office Applications: You are now able to view Docsvault file ID and version number along with the file name in the title bar of MS Office applications
  • Email Capture Add-on
  • Docsvault now also supports POP protocol for email capture
  • Each capture job can have multiple rules defined with multiple storage destinations. This allows for proper filing of documents in their respective folders based on predefined rules. Example: Automating storage of project emails in corresponding project communication folders.
  • You are now able to capture desired emails starting from specified date
  • You are now able to clone rules and jobs instead of creating new ones from scratch
  • Advanced Profiles Add-on
  • Consolidated database connection links to reuse the same connection for different primary/dependent indexes
  • Standardized database query syntax for all types of database such as: MYSQL,Oracle, SQL Server, etc.
  • You are now able to auto fill dependent index values using Advanced Profiles in Docsvault Web Client
  • Public Shared Link
  • Public Shared links list now includes user name (created by) and the validity period of the link making it easy for admins to track & monitor them easily
  • Shared link with overdue expiry date is indicated by red color
  • Shared links are filtered by users for all logins with administrator privileges
  • Fixes:
  • Fixed Issue of folder section not being populated while importing files or moving files from one folder section to another
  • Fixed Sort icon not visible in column headers in the file list viewr
  • Fixed Incorrect display of files sorted by dates
  • Fixed Issue of not remembering size and position of import form
  • Fixed Issue of not remembering height of Profile, Document Notes and Document Task panels on the right side in the main window
  • Fixed Issue of Check Out/View option dialog box not being displayed on double click of a file under 'Recent Documents' node
  • Fixed Solved the issue of not being able to check-in files from the Docsvault Web Client in some cases
  • Fixed Issue of not remembering size and position of right panel in Filing Area
  • Breaking Change: Since the "Advanced Profiles" add-on has been structurally changed for enhancements, all external profiling rules will be deleted during the upgrade. Please make a note of all such profiles and their settings before proceeding with the upgrade to easily recreate these jobs post upgrade.

New in Docsvault Enterprise 7.0 (Nov 14, 2013)

  • New:
  • Automated Workflows: Docsvault's Automated Workflows will allow you to replicate your document centric business processes like invoice approvals, purchase authorizations, document review & revisions, etc. to make them more streamlined, more accurate and less time consuming while making the entire process traceable.
  • Email Automation Add-on:This add-on consists of following features:
  • Email Capture: A smart way to capture emails from your company email servers, email servers hosted with ISPs and even from services like Gmail, Hotmail & Yahoo. It is smart enough to allow you to capture only desired emails and attachments, so that your faxes, orders and other important emails can be captured directly to your Docsvault repository without having to search through them manually in your mailbox.
  • Email Archive: Allows you to easily archive all your company email communications by account, year and other criteria for compliance and e-discovery.
  • Auto Emailing: A feature to automatically send customized emails based on predefined rules. This is a great feature to send reminder emails for expiring policies, contracts, payment reminders or for any other purpose that is time sensitive.
  • Advanced Import Add-on:
  • Docsvault's Advanced Import add-on is an extension of the simple import feature and is typically used to capture data exported from other applications or scanning software. Using the Advanced Import method, documents from a watch folder can be imported based on their meta data available in separate csv index files. You can automatically name and file documents based on captured meta data while populating their document profiles in Docsvault.
  • API Add-on: You can now integrate your document management software with other applications and internal systems using Docsvault's REST based APIs. With Docsvault APIs you can achieve two way data exchange with virtually any business application that is programmable.
  • Enhancements/Changes:
  • Audit Trail:
  • Four new audit events added to document events log: Flag Assigned, Workflow Initiated, Workflow Completed and Workflow Canceled
  • Search:
  • You can now make use of the asterisk (*) character as a placeholder for any unknown or wildcard terms for searching within document contents. e.g " * policy"
  • Search in 'Current Folder only': You can now restrict searches only within the root folder specified in 'Look In' option to exclude search in its sub folders
  • Speed increase in search results listing
  • Route document option renamed to 'Document tasks'
  • Options 'cut, copy, paste, delete, and rename' in the document right click menu have been grouped under an 'Edit' option
  • Shortcut key : Ctrl+P keyboard shortcut added for print in Docsvault Viewer dialog
  • Document Notes: The date format in Document Notes has been standardized to mmm-dd-yyyy
  • Filing Area: The column sorting order in the filing area is now remembered per user
  • Adding Files/Folders using 'Send To' will now display existing files in folders in the Docsvault Navigation dialog
  • Document Viewer & PDF Editor: For fast editing, file description dialog added in the right panel
  • Fixes:
  • Fixed the issue of crashing in Word with embedded excel file in a document
  • Fixed the issue of empty backup folder being created even in case of a backup failure
  • Fixed the issue of thumbnails quality deteriorating after 'undo' operation in Scan Form dialog
  • Fixed the issue faced when a document is scanned and added to an existing pdf file and simultaneously 'undo checkout' operation is performed on the same file by another user. Now the user will have an option to save the scanned documents on their Desktop which can be imported later.
  • Fixed unusual ordering of pages in PDF Reorder dialog when a PDF file contains more pages then the display capacity of this dialog box.
  • Fixed Docsvault Update Utility: User's preference settings were not been updated in case when Docsvault Server Manager application and Docsvault database are not installed on the same machine.
  • Fixed the issue of Customize Columns not being editable once set for all users by the Admin
  • Fixedthe issue when viewing PDF files in Docsvault Viewer from a search result, the search term not being highlighted in next documents when using the next doc button in the Viewer.
  • Fixed the issue of Audit trail sorting in Docsvault Web Client
  • Fixed the issue of invisible import and viewer dialogs in case of improper user settings
  • Fixed the issue of incorrect result when searching in combination for Document version notes and Profile search using 'AND' operator
  • Fixed the issue of displaying previous criteria instead of current search criteria in Refine Search
  • Fixed the issue of not clearing 'Saved Search' pop up from the Main menu after Logout
  • Fixed unusual behavior when sorting multiple columns in search results
  • Fixed incorrect search result in Folder search, Advanced and Quick search with keywords containing characters '[, ]'
  • Fixed incorrect behavior of Docsvault backup to maintain one set of backup even when purging old full backup sets is set to 0 (nil)
  • Fixed the issue of not remembering folder shortcut link in Navigation Dialog

New in Docsvault Enterprise 6.0 (Apr 19, 2013)

  • New Features:
  • New Type of Users Licensing: Docsvault introduces two new categories of users. Additional licensing applies for each category
  • Read-Only Users: This type of users may only open and read documents from Docsvault. They will not be able to edit, delete or create documents. They would still be able to create tasks and route documents to other users in the system.
  • External Users: With this type of licensing you can share your documents with users outside of your organization. Now you can securely share selected folder and its contents with your clients, vendors and other business associates and even give them
  • the rights to upload/download files and/or create new folders.
  • Automatic Email Capture: Docsvault introduces a new automatic 'Email Capture' feature. This feature enables you to capture your incoming and other emails directly from your email server by setting up capture jobs with email rules. Email jobs work in
  • the background and will capture desired emails and attachments and save it to the Docsvault repository on regular intervals without any user intervention. This feature uses the IMAP protocol generally supported by all email servers.
  • My Workspace: A new addition to the left panel named “My Workspace” allows you to quickly access user specific documents. It provides access to:
  • User’s Checked Out Documents
  • Their Favorite Folders
  • Their Favorite Files
  • Their Recently Accessed Documents
  • Their Recently Imported/Created Documents
  • Recent New Versions created by them
  • File Templates: Store draft documents in File Templates for later one click creation of repetitive documents. File Templates can contain multiple files at the same time and users can choose to create only desired files while creating new documents.
  • Index values from External Source: You can now fill up values for Index fields from other databases like your CRM or your accounting software Docsvault can now instantly query other databases to bring real time data to fill up document profiles
  • Importing Static Index values: You can now create a predefined list for Index of 'Static Index' type by importing lists from csv or xml files
  • Search Option in Navigation Dialog: Docsvault Navigation dialog now has a search option to quickly locate the folder you want to save files to or open documents from without having to manually navigate through the entire folder hierarchy
  • Tasks List Export: You can now export Task lists in csv,pdf, xls, xlsx and xml formats
  • Save PDFs from Docsvault PDF Editor & Viewer: Docsvault PDF Editor and Viewer now have an option to save PDF files directly to any location on your computer
  • Rename Main Documents Node: Administrator group members can now customize the main 'Documents' node by changing it to a more relevant name
  • New Navigation Buttons: Added Back and Forward buttons to the file panel icon bar to easily navigate through previous locations opened in Docsvault
  • Enhancement/Changes:
  • Docsvault Viewer: You can now open multiple PDF and Image files in Docsvault Preview window
  • Document Notes: Removed word count limitation in Documents Notes
  • Viewer Options: Separated setting to open PDF and Image files in Docsvault Preview window.
  • Folder Search History: Docsvault will maintain a user specific history of last 10 keywords searched in Folder Search.
  • File Search History: Docsvault will maintain a user specific history of last 25 keywords entered in Search text box.
  • Append Scanned Page: You will now be able to specify the exact position to append a page at the time of scanning and appending pages to a PDF file
  • Filing Panel: A right-click menu is added to the Filing panel in 'Scan’ and 'Filing Area' windows giving users a handy way to rename, delete and create new folders and to refresh the folder list in that panel
  • Sorting Multiple Columns: Docsvault now allows you to sort by multiple columns at the same time. After sorting the first column normally a second sort order can be added by holding the 'shift' key and clicking on the second column you wish to sort
  • Clear Temp Files: One click cleanup of temp files and even checked out files from local client machine. This option is available under Options > Other dialog.
  • Public Shared Links list: Administrator group members and users with ability to create shared links can access a full list of existing Public Shared Links from user options dialog in Docsvault Client application
  • Search Hits Highlighting: When viewing PDF files in Docsvault PDF viewer from search results only the first hit is highlighted.
  • Users can click the next button near the search text box or hit the Enter key to highlight the next hit
  • Scan Paper Size: Auto size option added to paper size in the scan dialog
  • File listing speedup: Further enhanced listing speed for file list panel
  • Web Access: You can now allow or restrict user to access documents via Docsvault web client
  • Now a minimum of 'Read' right is required to list contents of any folder
  • Fixes:
  • Fixed unusual behavior while deselecting security rights in Security dialog
  • Fixed the issue of incorrect import location/destination if the focus is set on the List view instead of Tree view while dragging and dropping documents from Desktop into Docsvault tree panel
  • Fixed unusual behavior if the user selected 'Don't show dialog again option' while checking out folder.
  • Fixed the issue of incorrect behavior of Docsvault Add-ins button in Excel with multiple workbooks open.
  • Fixed unusual behavior of document while canceling the procedure of 'Check-In' from MS Office applications. Now, the document will remain open in-case 'Check-In' procedure is canceled by the user.
  • Fixed the issue when installing Docsvault with Docsvault Filestream already created
  • Fixed the issue while creating Public Share Link in Thumbnail mode in Docsvault Desktop Clients
  • Fixed refresh issue when the file is imported from 'Send To' menu option from outside of Docsvault
  • Fixed the sorting on date column in Recycle bin
  • Fixed unusual behavior when refreshing the file panel in Folders with sections.
  • Fixed the layout issue in Logout & Task dialogs in Metropolis theme
  • Fixed the issue when trying to save open PDF file from browser into Docsvault using Windows Explorer integration
  • Fixed the issue of alphabetic sorting of user names in 'Forward' list box in Task dialog
  • Docsvault 4 Enterprise Edition
  • Fixed the issue of incorrect behavior when logging out from Docsvault using the Ctrl+Alt+Del key combination

New in Docsvault Enterprise 5.7.1025 (Nov 8, 2012)

  • New:
  • Max File Versions Option: Admin can specify the number of file versions to keep. Docsvault will automatically delete older versions if the number of version exceeds the maximum number specified.
  • Customized Logo in Docsvault Web Client: You can now use your own Company logo in Web Clients. This option is available from the Docsvault Web Manager dialog.
  • File Download: In Docsvault Web Client you can now download files using mouse double click or the toolbar download button
  • Multiple Files Download: Multiple selected files can now be downloaded as a zipped archive using download button in the Docsvault Web Client toolbar
  • Right Click Menu in Mobile Device Browsers:New dropdown arrow near the file icon to bring up context menu for mobile device browsers that do not have right click facility
  • New :
  • Quick Search Options:
  • Match: You can now set the Quick Search option to match the keywords entered in one of the following criteria: 'Any words', 'All words', 'Exact phrase'
  • Look In: You can now select the search location i.e. 'Everywhere' to search throughout the repository or 'Under Selected Folder only' to restrict the search to only those documents in the selected folder and its sub folders
  • Copy/Paste Under Same Folder: Added option to create copies of files within same folder using Copy/Paste operations
  • Enhancements/Changes:
  • Browser Compatibility:Improved compatibility of Docsvault Web Client with other standard browsers such as Firefox and Chrome
  • Quick Search: 'Numeric' and 'Date' keywords entered in quick search box will be treated as text strings to search for partial word matches too
  • Advanced Search: In Profile Search, 'Numeric' and 'Date' (mm/dd/yyyy) values entered will be treated as text strings for 'IS' and 'Contains' criteria
  • Registering .Net framework with IIS:.Net framework is automatically registered with IIS on systems that have .Net framework already installed
  • Paste Menu Enabled in File Context Menu: Paste enabled in file right click menu to allow paste operation without having to bring up empty space context menu
  • Fixes:
  • Set column width: Fixed the issue while setting column widths in Docsvault Web Client for folders that have custom columns set by users
  • Memory Leak: Fixed issue of memory leakage in listing of files and folders in Desktop Client
  • Email Alert: Added missing title to the date and time column in email alert notifications
  • Customize Columns:Fixed the issue of 'Apply to all users' option not working as expected for 'Customize Columns' in Docsvault Web Client
  • Public Share Link: Fixed the issue of Delete and Edit buttons being displayed as disabled while creating a Public Share link
  • Column Filter: Fixed the issue of filter option being displayed in document browser of Docsvault Web Client
  • Binding to existing website: Fixed the issue of site binding configuration in case web site already exists at the time of installing Docsvault Web Application

New in Docsvault Enterprise 5.7.0927 (Nov 8, 2012)

  • Web Access:
  • Access your documents from anywhere in the world using simple web browser while still keeping full control over your documents by hosting them on your own server onsite. Upload, share, search and retrieve documents from any location via the Internet. You can now perform document management tasks from home or while on the go.
  • Share Link:
  • Unique web URLs provides a quick and easy way to share your business documents with your customers, vendors or business associates. Eliminate hassles and risks of sharing files using ftp servers and email attachments. Ensure distribution of latest versions and get full traceability of your shared resources.
  • Retention:
  • Create retention policies for different types of documents and dispose them in accordance with local laws and industry standards. Manage the entire lifecycle of physical records and digital documents from its safe storage, classification, circulation to its final authorized disposition.
  • Export documents with full metadata:
  • You can export any individual file/folder or the entire repository in the original format along with its metadata information like profiles, descriptions and document notes.
  • Schedule repository export Schedule automatic exports of the entire repository in its original format at desired interval. Keep a parallel copy of your repository contents in normal Windows folders.
  • Reports Gain instant insight into key activities in Docsvault. All these reports can be viewed, printed or saved as pdf, html, rtf, xls, xlxs, csv, text format.
  • Export Profile Values One click export of complete document profiles for any profile in Docsvault in csv,pdf, xls, xlsx and xml format.
  • Advanced Audit Trail Complete logging of document activities for comprehensive auditing. Audit trial logs all activities along with from to information on events.