What's new in Docsvault Small Business Edition 8.2.1030

Jan 9, 2015
  • NEW FEATURES:
  • Profiles:
  • A new naming template allows you to automatically name the file being imported and add description or notes based on index values entered by users.
  • Indexes:
  • Dynamic Index Values: o You can now setup index fields to fill up dynamically based on current date/time or current username o New auto increment/decrement for numeric index values (ex. for auto increment of revision #) o New inherited index values (or sticky values) that flow from parent folder to its sub-items o You can even lock an index to prevent further editing once it has been assigned during the import process.
  • User Defined Validations:
  • Index Field Validation Masks: You can now apply a predefined validation mask or create your own validation rule for index values (ex. social security #, phone # etc.) o A new unique index feature to avoid duplicate index values.
  • New Top Level Profile:
  • You can now view the profile of top level folder under any cabinet (1st level folders) in right information panel in addition to the sub-items own profile values.
  • ENHANCEMENT/CHANGES:
  • Digital Signatures: New drag and drop annotations added for First name, last name, initials, full name, date, email, company
  • name, free text.
  • You can add document notes, set/change folder section, initiate new workflow, and set/change flag while checking in a document.
  • You can also notify the file owner, and/or other Docsvault users about the changes made while checking in a file.
  • Importing files/folders: You can now flag and enter document notes for documents while importing.
  • Any members of the administrators group can now edit the profile of the default admin user (Docsvault Administrator) .
  • Configuration of “Task Email Alerts” in Docsvault client moved from Alerts to Tasks in the user options dialog
  • Saving files using the explorer integration (windows save as dialog) does not keep the file checked out by default
  • FIXES:
  • Fixed the issue of conflict between Salesforce and Docsvault Add-in plugins in MS Outlook
  • Fixed a sorting issue in the left folder tree list in some cases
  • Fixed issue with importing files larger 300 MB size from desktop client
  • Sorting list and tree view jumped sometimes when trying to drag and drop in them.
  • Fixed issue with remembering bottom panel hide settings in desktop client
  • Fixed issue with deleting source file after successful import in some cases
  • Fixed issue with section description containing a comma character (,) not updating properly from file Properties Dialog
  • Fixed issue with last Doc. note being persistent even after relogin in the desktop client
  • Fixed issue with changing digital signature certificate on server side

New in Docsvault Small Business Edition 8.0 (Jan 9, 2015)

  • 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.
  • 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 Log:
  • 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.
  • ENHANCEMENT:
  • 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
  • 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 view
  • 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: 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.
  • Note that no previous profiling data will be lost. This change only applies to customers using the “Advanced Profiles” add-on for fetching index values from third party databases.

New in Docsvault Small Business Edition 7.0.1014 (Jan 9, 2015)

  • Enhancement/Changes:
  • Selecting Docsvault connection from a drop list: This option now allows users to easily switch the Docsvault Server
  • connection in the desktop client login form when working within local or remote networks.
  • Advanced Import Add-on:
  • You can now capture files from watch folder based on the file extension e.g pdf, docs, xlxs.
  • Added option to import files without corresponding index values in 'Actual Files W/O Index' added in Capture Type - Step 2 of
  • Advanced Import
  • Document Task: An alert message will be displayed when assigning a document task is assigned to a user if that user does not
  • have 'read' rights on the associated documents
  • Deactivation: Administrators can now deactivate their license from one server machine to set it free for activation on a new server
  • machine.
  • Email Capture: Now the default option for Capture Rules Configuration - Step 2 of Email Capture is set to "Match any Rule".
  • CD/DVD Burning: Burn to CD/DVD feature deprecated due to diminishing use of CD/DVDs for data storage
  • Initial Configuration: SQL connectivity method to customers own SQL servers replaced by more robust and quicker TSQL method
  • Fixes:
  • Fixed: Issue of 'All Indexes' button displayed as disabled in Properties > Profile tab under certain scenario
  • Fixed: Issue of crashing in Word with embedded excel file in a document.
  • Fixed: Issue of not being able to open the folder from folder search results in the left tree panel
  • Fixed: Incorrect location displayed in Email Alert when any files/folders are exported from the search result.
  • Fixed:Issue of Rubberband OCR not working in SB v7

New in Docsvault Small Business Edition 7.0 (Jan 9, 2015)

  • New Features:
  • 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 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.
  • Enhancement/Changes:
  • Audit Trail: A new audit event 'Flag Assigned' added to document events log
  • 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
  • Document Profile indexes: In case of new file versioning while importing documents, the new index values assigned during
  • import will be applied instead of retaining the index values for the older version
  • Fixes:
  • Fixed the issue of empty backup folder being created even in case of a backup failure
  • Docsvault Small Business Edition8
  • 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
  • Fixed the 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 on Logout.
  • Fixed unusual behavior when sorting multiple columns in search result.
  • 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.
  • Fixed security related issue when viewing 'Checked Out Documents' and navigating to the 'Favorite Folder' under 'My Workspace'
  • section from Docsvault navigation dialog

New in Docsvault Small Business Edition 6.0 (Jan 9, 2015)

  • New Features:
  • New Type of Users Licensing: Docsvault introduces a new category of users. Additional licensing applies.
  • o 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.
  • My Workspace: A new addition to the left panel named “My Workspace” allows you to quickly access user specific documents.
  • It provides access to:
  • o User’s Checked Out Documents
  • o Their Favorite Folders
  • o Their Favorite Files
  • o Their Recently Accessed Documents
  • o Their Recently Imported/Created Documents
  • o 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.
  • 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
  • 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 : 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
  • Now a minimum of 'Read' right is required to list contents of any folder
  • 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
  • Docsvault Small Business Edition10
  • 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.
  • 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
  • Fixes:
  • Fixed unusual behavior while deselecting security 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 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
  • Fixed the issue of incorrect behavior when logging out from Docsvault using the Ctrl+Alt+Del key combination

New in Docsvault Small Business Edition 5.7.0927 (Jan 9, 2015)

  • New Features:
  • 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. New Quick Search Options: - o 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' o 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
  • Enhancement/Changes:
  • 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
  • Fixes:
  • 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

New in Docsvault Small Business Edition 5.7.0927 (Jan 9, 2015)

  • New Features / Enhancement:
  • Custom column: Filter added under Flag and File Icon columns in the main file list view Quick Search: Introduced partial word match in content search Bottom Panel: Automated unique document IDs created by the system allowing for easier reference and retrieval are displayed in General Tab
  • Fixes:
  • PDF Editor: Issue with incorrect display of thumbnail in Re-order on deleting pages from a PDF File Outlook Integration: Issue of skipping OCR and Profile property while saving mul le attachments into Docsvault Scanning: Issue of not saving File Description and Folder Sections while scanning single file MS Office Integration: Issue of not displaying Checkin/Out dialog while editing or browsing a new file for edit Issue of Docsvault Client application not closing properly on Windows shut down

New in Docsvault Small Business Edition 5.5.0726 (Jul 25, 2012)

  • New:
  • Custom fields in search result: Ability to specify desired columns in search result including indexes as columns
  • Exports lists in multiple formats:Ability to export data list as csv, pdf, xls, xlxs and xml format
  • Document ID:Automated unique document ids created by the system allowing for easier reference and retrieval
  • Multi PDF Merge: Order and merge multiple PDF files into one single PDF
  • Skip OCR version optionto skip new version for OCRed PDFs. The original PDFs will be overwritten with new OCRed PDFs instead of creating a new file version to conserve space if desired
  • Saved Search option to display saved search criteria before executing it allows you to modify the saved search query by adding, changing, or removing filters
  • Completely new scanning control with significantly improved responsiveness and better memory utilization
  • Enhancement:
  • Search:
  • Improved search speed by optimizing search queries
  • Easy access to 'Quick Search' option. Quick Search option is now directly accessible from the sub toolbar of the main Docsvault window
  • You can now search files and folders with its document Id generated by Docsvault
  • Document Notes:Document Notes will appear in the descending order with the last note on the top
  • Scanning:
  • Save position of thumbnail view in Scan form - Thumbnails preview size of scanned pages in the scan form will be saved and remember for the next scanning session
  • Scan window can be minimized and be set to work in background while you continue working in Docsvault
  • The last position and size of import dialog is now remembered
  • Quick Email: Email option BCC added to 'Quick Email' option
  • Filing Area:Pending File count will be displayed against each watch folder job with Filing Area as import destination.
  • Copy/Paste:You can now duplicate the files in the same location using copy & paste option. Docsvault will add suffix '- Copy' to the new file
  • Rubber Band OCR now also available in 'Import' dialog
  • Opening File from bottom panel:You can double click and view the related files directly from the bottom information panel
  • Fixes:
  • Folder Ownership rights: Fixed the issue of resetting the Ownership Override rights of all files and folders under specific folders
  • Add-ins plugins: fixed add-ins failing in certain scenario.
  • File Version: Unusual behavior after printing a document in Docsvault document viewer from Search Result using content text criteria
  • Resolved security issue of user being able to delete file versions from Version History
  • Resolved the issue of version ownership displayed in version history dialog
  • Scanning: Resolved the issue of memory leak while deleting a blank page from the preview panel in scan dialog
  • Audit Trial: Audit events are not correctly displayed in the bottom information panel under audit tab for deleted users too
  • Rubber band OCR: Resolved the issue of a field being skipped when using the tab key to move around in right panel
  • Document Profiles: Resolved the issue of first two indexes being added to profile when a new index is created from within the profile dialog
  • File listing: created and assessed date columns will not appear by default in the files and folders listing

New in Docsvault Small Business Edition 5.1.1416 (Jul 25, 2012)

  • Enhancements:
  • Initial Configuration Wizard - Backups can be set without requiring windows password in cases where users do not make use of windows login password
  • New 'close button' on every Tab in the home screen instead of single one on the right corner
  • Fixes:
  • The issue of checking in a file in PDF Editor when a Task attachment is viewed and then checked out from viewer
  • The issue of marking the lined files as checked-in upon checking in the original file
  • Unusual behavior after printing a document in Docsvault document viewer from Search Result using content text criteria
  • Rectified the issue of Folder Section with '&' character in section name
  • Unusual behavior of not remembering the columns in the list view for a cabinet with sections assigned
  • Incorrect Search result when using 6 or more 'OR' conditions in Profile search
  • The issue of file size of MS Office files included in Folder Template
  • Profile index values using Rubberband OCR from viewer did not check implied user rights

New in Docsvault Small Business Edition 5.1.1215 (Dec 19, 2011)

  • Features
  • New: ‘Send To’ Import Option: You can quickly import documents from window explorer or desktop into
  • Docsvault using the file right click 'Send To' menu option
  • New: The SendToDV.exe executable can also be used to integrate with scanner button actions to directly import
  • files into Docsvault using the scan button on many scanners
  • New: It is now possible to rename a file from the bottom bar in document viewer
  • New: Docsvault can now remember column sort in Search Results for individual user
  • New: You can now also route folders to your team using the route documents feature
  • New: Email alerts for reminders of personal and routed task (for both assignor and assignee of the task)
  • New: Find panel to search within file list in search results, recycle bin, audit trail lists, OCR summary, etc
  • Enhancements
  • Enhancement: Backup wizard added in the Initial Configuration Wizard to set automated backups
  • Enhancement: Document Preview window toolbar is more intuitive with quick access to search and other
  • features
  • Enhancement: 'Email with' tool added in main tool bar
  • Enhancement: Increased character length for filename in PDF split/extract dialog
  • Enhancement: Enabled partial word match in content search
  • Enhancement: PDF rendering speed improved
  • Enhancement: Rubberband OCR feature improved in Viewer, Import dialog and Filing panel under Filing Area
  • Fixes
  • Fixed: Backup failed if mapped drives were used for shared folders
  • Fixed: Incorrect OCR status in Docsvault Client application after the completion of 100 trial files
  • Fixed: Error in OCR when the PDF file has vector elements
  • Fixed: Security check when saving file using the explorer integration
  • Fixed: Incorrect effect when 'apply to all users' is applied while customizing columns and pushing it for all users

New in Docsvault Small Business Edition 5.0.0930 (Dec 19, 2011)

  • Features
  • New: Docsvault will now use SQL 2008 R2 Express Advanced Services edition by default
  • New: Files storage and transfer are now handled by the SQL server using the File Stream feature of SQL server 2008 and 2008 R2
  • This will provide an easy way of handling data with database transactional consistency and thus improve performance and
  • reliability
  • New: Now you can automatically import documents from any server watch folder directly to specified folder inside Docsvault
  • instead of going through the filing area)
  • New: Search keywords are highlighted for PDFs opened from search results when searching for document contents
  • New: Advanced search now allows multiple profile/indexes criteria using the and/or operators
  • New: Office plug-ins for 64 bit of Office 2010. New Outlook toolbar buttons to save email and/or attachments in both 32 and 64 bit
  • Outlook 2010
  • New: Now you can specify a de fault folder section while creating Folder sections to automatically populate that section when
  • importing files into Docsvault
  • New: For folders with sections, the file list under the “ALL” tab now displays section for each file
  • New: Feature to move files/folders between sections' tabs added. Simply drop files or folders on the section’s colored tab to move
  • them
  • New: Added option to split a scanned document in its page view too during scanning
  • New: When creating a New Folder using 'Folder Template', you will now have option to select the profile to assign to the root
  • folder. Assigning profile for the root folder has now been disabled in the folder template
  • New: The backup process can now automatically delete old full back up sets as per user specifications
  • New: Help node in Server Manger with links to many resources and common trouble shooting information
  • New: Full Text node with information about indexing status and iFilters
  • New: Changing security template for any group offers an option to apply the new group security throughout the repository for that
  • group is desired
  • Enhancements
  • Enhancement: Window Search component is replaced by SQL Full-Text Indexing service for better performance
  • Enhancement: Allow active directory users to login seamlessly using their windows username
  • Enhancement: OCR process enhanced to minimize occasional failures too. The OCR node now lists number of already text based
  • PDF files that were skipped
  • Enhancement: Updating of index values for multiple documents from properties dialog now allows updating only single index and
  • spares other indexes if they do not need to be changed
  • Enhancement: Quick search box on Tree view panel in filing area to locate filing folders instantly
  • Enhancement: Rubber Band OCR tool now also available in PDF Viewer
  • Enhancement: Multiple information pop ups added to inform the admin about changing the service logon types whenever

New in Docsvault Small Business Edition 4.5.0515 (Jun 8, 2011)

  • Features/Enhancements
  • New: Windows Explorer Integration: Docsvault now integrates into Windows Explorer Open and Save dialogs allowing opening and saving documents from practically any application directly from and to Docsvault
  • New: MS Office 2010 – 64 bit plugin: Docsvault can now integrate even into 64 bit edition of the MS Office 2010
  • New: Rubber Band OCR: Semi-automated data capture now possible while scanning and filing from Watch Folder in Filing Area. Using rubber-band OCR, you can populate text in all meta-data fields (e.g. file name, file description, index fields) by simply highlighting the word or phrase on the document
  • New: 'Tiff to PDF' feature: Users can now convert Tiff files to PDF in a single click helping them to modernize their legacy data scanned in the old Tiff format
  • New: PDF page Separation Options
  • A simple right click option to separate out all pages of PDF in one click. The extracted single page PDF files will be auto-named. ex. 'Document-123.pdf', 'Document-124.pdf' and so on
  • A new option added under PDF extract dialog to extract pages from a PDF file at every 'x' number of pages as new PDF files
  • New: 'My Checked Out Documents' node in the Left Tree panel will allow users to quickly list documents checked out by them
  • New: 'Undo checkout' alert added for Audit Trial and Email Alert notifications
  • New: Admin defined 'Customized Columns': To keep the uniformity of view, admin users can set customized column views for any folder or cabinet for all users by using the new 'Apply to All Users' feature while customizing columns on those folders and cabinets
  • New: Windows firewall exception rules will be automatically created for the necessary Docsvault services and applications on both server and client side to eliminate windows firewall based connection issues between the server and clients
  • New: New button 'Remove All' added while creating 'Sections' in File Properties
  • New: A list of files that were not successfully restored will be displayed at the end of the restore process
  • New: Incremental folder search using keyboard now possible in the Cabinet/Folder Tree view panel and filing panel in scanning/Filing Area
  • New: OCR status of any PDF file is now displayed in the 'General Tab' of the bottom panel
  • Enhancements:
  • Enhancement: Customize Columns in Folder Templates: Now the 'Customize Columns' will be displayed to all users irrespective of who has created the folder structure using Folder Template
  • Enhancement: You can now create a new 'Profile' from 'Properties' dialog box of a file
  • Enhancement: Scan Form
  • Added 'Deskew' feature in the 'Thumbnail view ribbon' in the Scan Form. You can now select multiple scanned pages and apply 'Deskew' effect in one go
  • 'Crop all Pages' - You can now crop all the pages on a single click. Select multiple scanned pages and click 'Crop All' button
  • 'Split' button is available in 'Page View Ribbon' too. Preview the scanned paper in 'Page view' mode and split the document
  • If you change the name of a file in 'File name' text box, it will also appear in the preview panel of the scanner form
  • Enhancement: 'Filing Area > Watch Folder' - Enhanced the interface of Filing Watch Folder for quick and easy import of documents in Docsvault. New Features included: Rubber Band OCR, Document Preview and lots of keyboard shortcuts to navigate through different documents and their pages
  • Enhancement: Docsvault will now remember User-wise 'Sort' setting of the columns in the List view panel
  • Enhancement: New message box giving information on 'how to assign Profile' will be displayed after creating new Profile to eliminate confusion on the use of new profiles
  • Enhancement: OCR Summary: You can now mark all the files that have failed to OCR for Re-OCR/Force OCR from Docsvault Server Manager
  • Enhancement: You can now rename the 'Link' (shortcut) to any file in Docsvault
  • Enhancement: Importing documents from the 'Section' tab will automatically fill up the 'Section' field in the import dialog box
  • Enhancement: The OCR functionality will skip the OCR processing for pages that cannot be processed for some reason. This will prevent OCR failure for entire file due to some un-OCR able pages
  • Fixes:
  • Fixed: Resolved the issue faced while restoring database in case of a SQL collation mismatch due to different regional and language settings
  • Fixed: Incorrect Search result when using 'Version Notes' in 'Search' criteria
  • Fixed: Resolved issue of displaying alert message "Section already exists" when trying to edit color tab or description of 'Section'
  • Fixed: Unusual behavior after using 'Find' feature in Document Preview
  • Fixed: Folder Template: Rename folder name - Unable to apply the changes to the existing folder structure created using that folder template
  • Fixed: Folder Sections: 'Edit', 'Remove' and' Remove All' buttons were enabled even if the Section list was empty
  • Fixed: Issue of Column Sorting in Folder with Sections
  • Fixed: Resolved the issue faced in PDF Editor while editing text and pressing 'Enter' key
  • Fixed: Unusual behavior after 'Resizing column' in the list panel
  • Fixed: Move operation (cut/paste) of the file/folder disabled when the file/folder is checked out
  • Fixed: MS Office Plugin: Resolved the issue of 'Check In' option being disabled if the folder name contained special char "&"
  • Fixed: Unusual behavior with the folder name in the tree view when you try to rename a folder name with ' mark
  • Fixed: Issue of resetting the page count in the thumbnail view when pages are split from the PDF file
  • Fixed: Issue with incorrect status for OCR when the PDF file is checked out for editing
  • Changes
  • Changes: Docsvault v4.5 requires .NET 4.0 Framework
  • Changes:Alert message in case of 'files not found' while exporting the repository will now be displayed at the end of the operation with a list to avoid interruption in export process
  • Changes: Document Preview - 'Find' field changed from drop down to text box
  • Changes: Dialog box interface changed when opened on the double click of the document to open it in the View or Checked Out mode
  • Changes: The default skin theme of Docsvault Client application changed from Imaginary to a new 'Docsvault Default' style

New in Docsvault Small Business Edition 4.0.1517 (Mar 28, 2011)

  • MS SQL backend, AD Integration, Watch Folder, Folder Sections, Drop Folders, Customized Templates and much more

New in Docsvault Small Business Edition 3.0 (Jun 17, 2008)

  • Inbuilt PDF Editor, OCR (additional add-ons), Flag a file & Thumbnail view.