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File Stream Document Management Software - Latest Version

 4.1.2.3 (25/5/2010)

Sample Cabinets: Included new / updated sample cabinets

 Login Panel: Find Database: From the Full Application, you can now connect to a SIMPLICITY (SQL CE) Database if you click the "Find Database" button while holding down the SHIFT and CTRL keys. Then browse to the main sdf file and type in a display name for the database ( the main sdf file is the one without a year portion in the file name )

 Login Panel: New Database: From the Full Application, you can now create a new SIMPLICITY (SQL CE) Database if you click the "New Database" button while holding down the SHIFT and CTRL keys. Then browse to the folder where you want to store the database files, enter a database name, display name, start and end years

 Workflow Manager Panel: When a workflow reminder is sent, add an entry to each document's Workflow History ( "Reminder sent by Manager" )

 Workflow Designer: New Option in task to "Only Allow Single User Assignment"

 Workflow Assignment, My Tasks, Managers Panel: Apply check for single user assignment and dont allow assigning to more than one user if not allowed

 4.1.2.3 Web (25/5/2010)

Web Client: Workflow Assignment, My Tasks Panel: Apply check for single user assignment and don’t allow assigning to more than one user if not allowed

4.1.2.2 (19/5/2010)

 Workflow: Managers Panel: Reminders should go only to users actually assigned to instead of all users of the task. Show new window to allow user to type in the subject and message, then automatically send separate messages to sets of users with their linked documents, without displaying the send message window

 Edit Lists from Index Panel: After user finishes editing a child list, automatically re-select the current parent list value so the new values show up immediately without the user having to re-select all the relational fields from scratch

 Edit Lists from Index Panel: When editing a child list, navigate the list editor window to the correct section according to the currently selected values (if any) 

4.1.2.1 re-issued (29/4/2010) 

List Editing: You can now re-name a list item and change its case (e.g. "vat" to "VAT" )

 4.1.2.1 (27/4/2010)

 ** THIS IS A DATABASE CHANGE ***

 Lists:-

                 New lists editor           

                Edit lists in sorted order if a list is set as sorted

               Add/delete/edit individual items - and update DB concurrently 

                Better method for editing relational lists 

                Custom Lists: ability to have external lists               

                Ability to concurrently edit lists without overwriting each others changes 

                Ability to concurrently add to list when indexing, without overwriting other changes               

                Button to save/restore list backups to file 

                Button to import lists from external databases  

 Index/Search Panels: Cabinets with very long lists taking too long to open (improved by using compression) 

                Index Panel: "Add to list" now works on relational lists 

                Cabinet Maintenance: If "Allow add to list" is true, then automatically set "Allow Overwrite" to true 

 Cabinet Maintenance: If "Multi-select" is set on a relational list then change it back to False"  ( relational lists cannot be multi select ) 

               Upgrade Lists: Lists are now stored differently in the database. Current lists get auto upgraded

               to new format when you log in for the first time after the upgrade 

               Cabinet Import / Export: Import from a FS 3 cabinet - auto upgrade lists to new format 

 Cabinet Import / Export: Import from a FS 4 cabinet exported from earlier version - auto upgrade lists to new format 

Cabinet Import / Export: NOTE: Cabinets exported from this version or later cannot be imported in an earlier version of FS4 

                Document Import/Export: Upgrade lists to new version when importing from an earlier export 

                Migration Tool: auto upgrade the FS 3 lists to new format 

Search Panel: If the user can see only one cabinet then automatically tick that cabinet 

Search Results: Fix: If a field type is changed after values have been indexed, the system shows blank index values, although you can still search by the original values 

Index Panel: Index/Re-index: History add cabinet name it was indexed into 

4.1.1.33 (22/03/2010)

 TransGbobal Customisation: Web Service Search method: Only return documents which are indexed with "Customer Add. Code" field matching the user id used supplied when logging-in in the TransGlobal FS Viewer application. This is so each agent can only find their own files 

Help Files: Bug Fix: If you edit a movie title or description it does not save your changes unless you also browse to the movie exe file again before saving the changes

4.1.1.32 (17/03/2010)

 Pull from Outlook: Option to convert attachments to TIF / Image PDF format

 4.1.1.30 (25/02/2010)

  Advanced OCR Profiles: Validation Screen: If validation fails, then new options to fail the OCR or continue with a blank / actual value

 NOTE: Need to upgrade to new OCR Module version 4.1.1.30

 Scan Profiles: Separate by sticker

 Document Recognition: import / export individual profiles

 Cabinet Currency Fields: Converted to Double precision / allow 4 decimal places

                  NOTE:   The MAXIMUM amount you can index into a currency field is number made up of

                                 up to 15 digits including decimals ...

                                 MAX amount with 2 decimals:  9,999,999,999,999.99  ( 13 digits + 2 decimals )      

                                 MAX amount with 4 decimals:  99,999,999,999.9999   ( 11 digits + 4 decimals )

                 NOTE:   Maximum 4 decimals

                 NOTE:   This change also in Web Module, Outlook Add-in, Scheduler, Searchable Disk

  Cabinet Fields: Correctly use the "Format" setting in cabinet maintenance to display index values in list view and doc info panel - including 4 decimal places

 Index Panel: Show message if user types in an invalid cabinet name in the drop down

 4.1.1.30 Web (25/02/2010)

  Cabinet Currency Fields: Converted to Double precision / allow 4 decimal places

 Cabinet Fields: Correctly use the "Format" setting

 4.1.1.29 (18/02/2010)

Scheduler: Generic CSV Import: Now works with inherited cabinets and common fields

Index Panel: Common Fields: Regional Barcode and OCR remembered correctly on common fields

Document Export: If a cabinet inherits from another cabinet, also export the parent cabinet structure so it can be included when importing the data
Document Export: Include cabinet's common fields and field filters so they can be included when importing the data

Document Import: Import inherited cabinets, common fields and field filters

Full History View: Ability to Launch (Read Only) previous versions of the document (new "Launch" button at top right)

Create Document: Ability to create a filestream license
    1. copy the blank lic file (Filestream License (blank).LIC) into your "root folder\documenttemplates\Blank Program Documents" folder
    2. replace updated in-house license gen folder from G: drive

Ribbon: Show icon on "Saved Searches" in the Ribbon

4.1.1.29 Web (18/02/2010)

Index Panel: Now works with Inherited cabinets, common fields and field filters Search Panel: Now works with Inherited cabinets, common fields and field filters

4.1.1.28 (09/02/2010)

Stellent Module: Upgraded to Stellent version 8.3.2 ( supported on Windows 7 )

Cabinet Maintenance: Import/Export cabinets with common fields and field filters
    NOTE: Cabinets exported from this version onwards may not import correctly in earlier versions of FS

CSV/XML Export: Ability to export from inherited cabinets and cabinets with common fields

Outlook Add-In: Now works with Inherited cabinets, common fields and field filters
Outlook Add-In: Added ability to work in the forthcoming new version of Outlook 2010
    NOTE: Office 2010 is due for release in a few weeks time The add-in requires full testing on Office 2010 beta available from MSDN downloads

Desktop Toolbar: Indexing: Now works with Inherited cabinets, common fields and field filters
Desktop Toolbar: Search: Now works with Inherited cabinets, common fields and field filters

Reports: Gaps in Index values Report: Now works with Inherited cabinets and cabinets with common fields
Reports: Duplicate Index values Report: Now works with Inherited cabinets and cabinets with common fields

Workflow: My tasks: Increase assign buttons height to show 2 lines of text more clearly
Workflow: Designer: Increase task action buttons height to show 2 lines of text more clearly
Workflow: My Tasks: If no items found under "Due Today", "Due Soon" or "Overdue" then clear the listview

License Generator: Ability to open launched LIC file via command line
License Generator: Ability to go to License Manager License Manager: Ability to open launched LIC file via command line

4.1.1.27 (02/02/2010)

Index Panel: Any ALL or LIST fields with a default value set to [filter] will automatically take the value of the selected filter. If "all" is selected in the filter, these fields will be blanked out

Search Panel: Any ALL or LIST fields with a default value set to [filter] will automatically take the value of the selected filter. If "all" is selected in the filter, these fields will be blanked out

4.1.1.22 (14/01/2010)

Cabinet Maintenance Panel: New button "Common Fields" to allow you to create common fields which can be used in more than one cabinet

Cabinet Maintenance Panel: New check box "Show advanced options" at bottom to hide/show some buttons

Edit Cabinet: New button "Add common fields" to allow you to use one or more of the common fields

Edit Cabinet: New check box "Inherits from" to select another cabinet which this cabinet should follow

Edit Cabinet: New button "Doc Types" to allow you to create/delete document types and tick which one(s) this field is associated with

Index Panel: New drop down below the select cabinet drop down to select the document type, this filters out all index fields which are not associated with that document type

Document Classification: New button in the Administration ribbon to allow admin to edit the list of document classification types

4.1.1.20 (09/12/2009)
Alerts
You constantly keep getting the "New Workflow Items" alert

Workflow: My Tasks Panel
Show assignees button even if there is only one assignee in the next task Change icon to "one user plus clock" Permissions Permissions to Check-In, Check-Out, Undo CheckOuts and Launch-Edit all default to "Allow"

4.1.1.17 (07/12/2009)
Single Page View
 It shows page thumbs on non-image PDf files even though it is not supported in single page view - now it will display a message "Not an Image PDF"

Cabinet Maintenance Policies
Fix: If you set "Auto OCR" to "Always" it also turns on the option for "Schedule for OCR" 

Workflow Designer
New options to alert assignees immediately or X days before a task is due

Workflow My Tasks Panel
New options to open ...

                                1) ALL documents (default)

                                2) Due Today

                                3) Due Soon (within X days before due date as set in workflow design)

                                4) Overdue

Add to revision history when setting/clearing flags if admin has set the system option to revise on flags

4.1.1.16 (1/12/2009)
Mutiple Tabs
Allow searches and display of documents in multiple tabs.

Bookmarks
New "Bookmark" feature in Document tab allows you to mark "favourite" or frquently used documents so they can be quickly found via the "Bookmark" button

Advanced OCR
Improved ability to drop specified characters and improved validation of Forms and Touch region fields using patterns.

4.1.1.14 (12/11/2009)
Ability to handle E-Documents (XML)

New Contact Sheet E-Document

New Mail Merge Panel

Flagging Documents
Add to revision history when setting/clearing flags if admin has set the system option to revise on flags 

4.1.1.14 Web  (12/11/2009) 
Flagging Documents
Add to revision history when setting/clearing flags if admin has set the system option to revise on flags 

4.1.1.12 (25/09/2009)
Digital Certificate
Verisign: Re-built all modules with new digital certificate (expires Sept 2012) 

4.1.1.12 Web (25/09/2009)
Digital Certificate
Verisign: Re-built all modules with new digital certificate (expires Sept 2012)

4.1.1.11 (14/09/2009)
List View
Performance Improvement: List View takes too long to open with large no. of documents. Fixed by not creating thumbs in the background when in list view

4.1.1.10 (9/9/2009)
Outlook Add-in
Options: New option to send attachments only
Options: New option to let user select which attachments to send

4.1.1.10 Web (9/9/2009)
E-Mail
Pull from Outlook: Options: New option to send attachments only
Pull from Outlook: New option to let users select which attachments to send

4.1.1.9 (3/9/2009)
Group Maintenance
Ability to edit users directly from the group (right click on list of users)

Doc Info Panel
Attachments: Paste attachments from clipboard

4.1.1.8 (4/8/2009)
History
Lock/Unlock Documents: Add to document history

4.1.1.8 Web (4/8/2009)
New Document Features
Quick Launch Edit
Check-In/Check-Out
Lock/Unlock Documents
Document Actions: Prevent actions when document is locked/check-out etc

Clipboard Functions
Import from Clipboard and Save to Clipboard

Drag and Drop
Import to in-tray using drag and drop

In-Trays Panel
Option to show the in trays panel at log-on (Options/My Preferences) (default=show panel)

List View
Show OCR Status and Sort by OCR column changes to include scheduled OCR

New Right click menu
Right-click: "Approve" / "Cancel My Approval": Ask for user password if system option set to require password

4.1.1.6 (23/07/2009)
List View
Refresh column values/icons again after any action not allowed due to checked-out/locked etc - to show the current state of the document

4.1.1.3 (13/07/2009)
Split Pages
Ability to split by settings in a chosen scanner profile (separate by blank/barcode/OCR)

In-Trays Panel
Option to show the in trays panel at log-on (Options/My Preferences) (default=show panel)

4.1.1.2 (8/07/2009)
Create New Document From Another Document
New right click option to "Create New Document from this Template"

Permissions
Default some permissions to OFF
Warning message about default OFF permissions when creating a new group
New Permission to allow Convert to Image (in-tray and cabinet)
New Permission to allow Copy to In-tray (cabinet)
New Permission to allow Scheduled OCR (in-tray and cabinet)

4.1.1.1 (3/07/2009)
List View
New right click options

Ribbon
Input/Output Tab: New button for quick edit launch

4.1.0.10 (12/06/2009)
Outlook Add-in
Common Installer for Outlook 2003 and 2007

Allow login without password, with windows password, with File Stream password

4.1.0.9 Web (12/06/2009)
Log-in
Allow login without password, with windows password, with filestream password
Indexing: Check before indexing that docs will not get hidden from all cabinet users
New Icon / About Box
 

Latest version notes for File Stream Document Management Software