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Treeno V4.6.4 Release Notes

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Treeno V4.6.4 Release Notes Treeno v4.6.4 Release Notes Introduction This document communicates the major new features and enhancements in the 4.6.4 release dated 1/18/2020. About This Release This release will outline several updates and fixes to enhance current user experience, system functionality and security as well as the addition of 11 new features. Compatible Products This production has been tested on the following platforms or with the following products: • Edge, Firefox. Chrome • Windows 10 (Windows 10 now requires “Reserved Storage” which allocates a minimum of 7GB of the primary drive for update installations. This may have an impact on clients running lower end workstations and machines using the File Monitor Application. 1. Upgrades 1.1 Currently, after creating a new cabinet within the Administration Console, the user needs to access the Permission function through the Command drop-down to set permissions to the newly created cabinet. Going forward, upon clicking the Save button on the Add Cabinet modal window, the Permission for: modal window will open allowing the user to set permissions. Release Notes 4.6.4 Final dated 1/18/2020 1.2 To enhance performance, within the Administration Console>Manage Barcodes>Reconcile, the Show drop-down option of 'All' has been removed. Current View Updated View 1.3 Currently, when a username is changed and has folder restrictions applied, the Administrator must update the folder restrictions. Going forward, when a user with a folder restriction username has changed, folder restrictions will carry to the updated username. 1.4 Currently, when an Edit Form modal window opens and contains a drop-down with a value that exceeds the length of the window, the form field displays off screen, forcing the user to manually re-position the window. Going forward, when a drop-down value exceeds the length of the window, the text will wrap, keeping the integrity of the window location. 1.5 Currently, non-administrator users do not have the ability in the Administration Console to reconcile barcodes. Going forward, non-administrator users will now be able to access the Reconcile function in Username>Manage Barcodes>Reconcile. 1.6 Within the Administration Console>Manage Departments, the Department Administrators list will now display in an alpha numeric order. 1.7 When a workflow has been reassigned, updates have been made to the audit log to display a more accurate audit entry. Release Notes 4.6.4 Final dated 1/18/2020 1.8 Within Workflow Tasks, when you open a folder from this window, the Document Center folder display will stay filtered to show only the folder associated with the workflow that was just processed. 1.9 When filtering in one of the new workflow columns (WF Status, WF Step or WF User) in Document Center, the Items Count will now properly reflect the number of results found. 1.10 Applying a Save View to manually resized columns within Document Center will now save the changes applied. 2. New Features 2.1 A delete confirmation window has been added when deleting from the Recycle Bin. If the user selects “Yes” the window will close and the contents will be deleted. If the user selects “No” the window will close, and the selected item will not be deleted. 2.2 Treeno has added enhanced auditing entries for when using the Binder. This includes capturing details when a link is added and the recipient email address. All user actions with Treeno binder will be added to the audit history. 2.3 When an Edit Form modal window is open in the folder section, all other function in Treeno will be disabled Release Notes 4.6.4 Final dated 1/18/2020 2.4 Treeno Binder has been updated when sending email links. The default value for Max Downloads has been changed from 9999 to 1 and the default Expiration Date has been updated to 30 days from date sent. 2.5 Within the Administration Console, the client files database number has been added to the display of the Department Name. This change will only be available to Super Administrators. 2.6 When a Workflow Task has been reassigned either by reassigning a Workflow within the Workflow Tasks tab or Out of Office settings, the reassigned Workflow Task will now be listed in the Workflow History. There will be an action to show who the Workflow Task was reassigned to and an action to show it was added in the user who is receiving the reassigned workflows to do list. 2.7 When a Workflow Task has been reassigned and the Workflow Node has the Email Notification set as yes, within the Workflow History, users will now see a new Action of Notified Via Email. Release Notes 4.6.4 Final dated 1/18/2020 2.8 The Audit Table has been updated to include functions performed while using the Dynamic Workflow. The functions that will now be captured will include: • Create New Dynamic Workflow • Rename Dynamic Workflow • Delete Dynamic Workflow • Add a Node to a Dynamic Workflow • Delete a Node from a Dynamic Workflow • Save a Dynamic Workflow • Save As Draft Dynamic Workflow • Duplicate Dynamic Workflow 2.9 Currently, when in the Administration Console and adding an index to an existing cabinet, the modal window only allows for one index to be added at a time. The user must save the one index, click back to the Command drop-down, click Edit Index List and repeat. Going forward, when adding an index to an existing cabinet, the Add index modal window includes a “Add another index” button that allows for more than one index to be added in the opened modal window. 2.10 Currently, when Editing a folder within Document Center, the Edit Form modal window opens in the center of the screen. Going forward, the Edit Form modal window will open slightly left of the screen. This will allow users relying on a form preview for data or running split screens the ability to see the needed data. Release Notes 4.6.4 Final dated 1/18/2020 2.11 When in the Administration Console and is located in either the Manager Users, Manage Groups, Manage Cabinets or Manage Document Type page and the user clicks the grid search's "Clear" button when selection checkboxes have been checked, the system will not uncheck your selections in the grid. Once a function is preformed, the selected checkboxes will then clear. 3. Fixes 3.1 When a user has the permission of “Add Documents” disabled, the user will not be able to add a document on an indexed document type. 3.2 Currently, when in the Administration Console>Manage Users> and a search is performed and the Select All checkbox is selected, then the search value is cleared out, the system will apply a select all for all users. Going forward, when a search is performed and the Select All checkbox is checked off, the system will only apply the select checkmark to the users that have been rendered in the search even when the search value has been deleted from the search field, as well as any previously selected users. Release Notes 4.6.4 Final dated 1/18/2020 3.3 Currently, when in the Administration Console>Manage Document Type and a search is performed and the Select All checkbox is selected for searched document types, then the search value is cleared out, the system will apply a select all for all document types. Going forward, when a search is performed and the Select All checkbox is checked off, the system will only apply the select checkmark to the document types that have been rendered in the search even when the search value has been deleted from the search field, as well as any previously selected document types. 3.4 Currently, when in the Administration Console>Manage Departments> and a search is performed and the Select All checkbox is selected, then the search value is cleared out, the system will apply a select all for all departments. Going forward, when a search is performed and the Select All checkbox is checked off, the system will only apply the select checkmark to the departments that have been rendered in the search even when the search value has been deleted from the search field, as well as any previously selected Department. 3.5 Currently, when in the Administration Console>Manage Barcodes>Print New and a search is performed and the Select All checkbox is selected, then the search value is cleared out, the system will apply a select all for all print barcodes. Going forward, when a search is performed and the Select All checkbox is checked off, the system will only apply the select checkmark to the print barcodes that have been rendered in the search even when the search value has been deleted from the search field even when the search value has been deleted from the search field, as well as any previously selected users. 3.6 The ability to search within the Administration Console>Manage Barcodes>Reconcile has been updated to search on any part of the ID resulting in display of like matches. 3.7 Code has been updated to disable any symbols from being added in a Document Type Name. 3.8 The date format invalid message has been updated to show in red, making the error more visible to the user. 3.9 When in the Administration Console and user adds a reserve word as an index value, you will now receive an error message that will identify the reserve word that needs to be corrected.
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