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DocEdge Update – SmartClient 2010, Q1

March 18, 2010 1 comment

SmartClient Enhancements / Defect Fixes

Defect Fixes

  • Issue involving route and utility toolbar options not appearing
  • Issue that prevents multiple content types from routing from same queue.  Transitions now handle if fields do not exist.
  • Users may search for documents using a wild-card character as the first character of the search criteria.
  • TeleForm Batch Import – The issue regarding the “Parent Content ID” parameter has been resolved.  The system now saves the selected option correctly.
  • Search – The system also allows you to delete all items in the hit list without any issue.

New Features

  • Advanced audit data storage – The system can be configured to maintain content version information to an external database.  This allows us to run generate reports on a specific document and display revision history.
  • Archive Report – Users may run an Archive report to display document revision history.  If document has not been setup to be archived, then the SmartClient will display a “No archive report for this document” message.
  • Content Browser Read Only option – A content type may be configured to be read-only by selecting the “Read-Only” option under the “Search API Controller” parameter.
  • External Data Sync – The system may be configured to store data to an external database.  A content type may be linked to an external sync database by setting the “Connection” parameter of the content type.  The external database must have the required data tables to hold the fields of the content type.  These tables may be generated by using the a new feature in the DBUtil application.
  • Export – The SmartClient allows users to export documents to their desktop as multi-page PDF or TIF files.  Click here for more information regarding this feature.

ProcessService Enhancements / Defect Fixes

New Features

  • API DLLs no longer need to be placed in the “c:\WINDOWS\system32” directory.  Now, they can be placed in the run directory of the process service application.
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