New Features

Add New Static List Values on The Fly:
New functionality to add new items for a static list index field list on the fly while filling out the profile. Only authorized users with “Edit Profile” system level right will be able to add new values. This greatly improves the consistency of data input by end users and thereby consistency in folder and file names when used in conjunction with automatic filing and naming rules.

Microsoft 365 Modern Authentication (OAuth2) Support

• Email Alerts: OAuth2 Authentication has been introduced for SMTP protocol when configuring Email Alerts with Microsoft 365 accounts. This enhances security and simplifies the set-up process.
• Email Capture Add-ons*: OAuth authorization has been introduced for IMAP protocol when configuring Email Capture Jobs with Microsoft 365 accounts.

Add My Workspace Items to Your Favorites Toolbar
Personalize your Favorites toolbar in the desktop client application with shortcuts to your frequently used checkout, task calendar, and recent documents nodes.

Added New Interface Themes for Desktop Client and Server application
Introduced a variety of modern themes for both the desktop client and server application, including themes optimized for high-resolution displays.

Customized Column Inheritance
New folders created will now inherit the customized column settings of their parent folder. This will allow folders created automatically through folder templates or Profile rules to be consistent with the desired columns throughout the subfolder structures.

Enhancements

• Enhanced the UI resolution of both the Docsvault client and server applications when scaling is enabled.
• PDF viewer and editor will retain the selected page layout mode (Single Page vs Continuous) between sessions.
• Implemented horizontal scroll bar functionality in both the web and desktop clients for the Recycle Bin.
• Increased file size limit for importing files from Advanced Import and Watch Folder.
• Reorganized the list of Document Status (flags) alphabetically in the right-click (context) menus.
• Implemented the feature to retain the position of the desktop client application in dual monitor settings.
• Increased the recipient email input length to 250 characters in the ‘Alert’ section of the ‘Property’ form.
• Enhanced the dynamic file and folder naming conversion using the index values. New folders created will not have a period in the end even when the source index value has one.
• Users can now manually input the backup/restore location in the “Location” box within the backup/restore option of the Server Manager.
• It is now possible to manually input the export path in Server Manager > Export.
• Desktop Client application will now remember the bottom panel size in the ‘My Workflow’ section.

Changes

Change in Drag and Drop Behavior:
The behavior for drag and drop has been updated to maintain focus on the source, rather than shifting focus to the destination location after completion of the drop operation.

MS SQL Server:
New Docsvault installations will now install SQL 2022 Express edition by default. Users can still choose to use their own SQL Database 2014 and above servers.

PDF iFilter for Full Text Search
Docsvault won’t install Adobe PDF iFilter by default during initial configuration. All modern Windows OSes now come with a PDF iFilter built in and is a recommended choice.

Change in automatic scheduler for Backup, Email Reminder and Export Jobs:

• Docsvault will execute backup operations without impersonation, meaning they will run as the SYSTEM user. This helps in situations where user’s password change breaking the backup tasks execution.
• Docsvault default timing for scheduler can be directly change from Windows Task Scheduler.
  Scheduled Export tasks will run as SYSTEM user as well and its schedule can be edited directly from Windows Task Scheduler.

Fixes

• Resolved the problem of the prefix being added to attachments when attaching files in Outlook using Docsvault add-in. Typically, this problem arose when a word similar to the name of the Docsvault root node (which defaults to ‘Documents’) was used at the end of a folder name.
• Fixed the problem where files were taking time during the check-in process in a specific scenario.
• Resolved the issue where Office files were not being cleared from the Docsvault Checkout location upon check-in via the Docsvault Add-in.
• Resolved the delay issue associated with stopping the OCR service manually.
• Linked (.LNK) Files
  Fixed the issue where .LNK files were still opening in the old PDF viewer.
  Editing profiles for .LNK files has been disabled.
• Fixed the exception issue when clicking on the custom document ID template ‘Setting’ option in Cabinet Properties.
• When importing using automatic filing rules from add-ins, the issue with renaming of file names resulted in loss of their document extensions is resolved.

New Features

Folder Template
It is now possible to move folders if both the source and destination location have the same folder template restrictions.

Docsvault Version
Users can easily identify the version number of their current Docsvault from the bottom status bar. The version number will be visible both on the desktop and the web client.

Sorting and Filter
Any sorting and filters applied to file lists will persist a refresh of that list. The settings will be remembered until the user navigates away from that file list.

Read-Only Groups
Normal named and concurrent users will be visible under the ‘Users’ section, so they can be easily included in the read-only group.

User Groups
It is now possible to remove the main Admin user from selected groups.

OCR add-on
Improved OCR process to increase accuracy with OCR image processing.

Enhancements

Root Node
The root node name of ‘Document’ changed to ‘Documents’ in the left tree panel.

New Folder Auto-naming
Folder name field is now locked for admins too when auto naming rules are set on a profile.

Checkout Location
Docsvault will automatically set the users checkout location when the checkout folder path set in their profile is not available on the local machine to prevent user prompts asking for a checkout folder location.

Fixes

• Fixed the issue with zoom factor set in OS not being respected inside of Docsvault Client interface for high resolution monitors in some cases
• Disabled the option of ‘Cut’ in the context menu when you right click on a checked-out folder in the left panel tree view.
• Fixed the issue of the file icon not updating to indicate that files are checked out in some scenarios
• Fixed visibility of Custom ID (If enabled) in the bottom panel in the main Desktop client interface

Scanning

• Fixed the issue of the document index field retaining the values from the previous scanned document in a batch scan

New Features

Two Factor Authentication
Introducing Two-Factor Authentication, or 2FA, to add an extra layer of protection to ensure secure user logins beyond just a username and password. Docsvault Admins will now have the option to enable 2FA for all Docsvault users using either a one-time code generated on Authentication Apps on smartphones or authentication codes sent to the user’s email at the time of login as the second factor of authentication.

Document Profiles – Filing Templates

• Ability to extract month and year from ‘Date’ index fields to use them in Auto-naming and filing of documents.
• Locked editing of a folder name when creating a new folder using Auto-filing Profile Templates.

Server-Side Logging

• Docsvault will automatically create a new log file when the log file size reaches 5MB in size. The existing log will be renamed with _OLD tag and any current old logs will be purged automatically.

Enhancements/Changes

Scan Interface
Folder Search on the left panel will display the entire folder path for easy identification of the correct folder

Explorer Integration

Enabled sorting for cabinet and folder names while importing files by clicking the name column header.

Fixes

Fixed: The issue of desktop application crashing while moving folders from one location to another in the left tree panel under a specific scenario

Fixed: Unexpected behavior when multiple files were checked-in from My Workspace > Checked Out Documents node

Fixed: Task notifications not popping up on a re-login to the Docsvault Desktop Client after exit.

Fixed: License activation was failing in certain cases for customers with their own SQL server database for Docsvault not placed in standard locations.

Fixed: Issue activating licenses when using secure protocol TLS1.2 only in server environments.

Fixed: Incorrect version# displayed in alert message when upgrading Docsvault Server

Fixed: Issue of not retaining the last size of the viewer window in the Import Dialog

Fixed: Scanning Module: Page numbers not refreshing after deleting a scanned document from the document thumbnails panel

Fixed: Issue of filter not working for file icon column in file listing panel in Desktop Clients

Fixed: Unable to drag & drop files to another location in the thumbnail view

Fixed: Issue of not executing the ‘Open files in’ option set by users for file checkouts

Fixed: Incorrect edition name displayed in a warning message while trying to import file using ‘send to’ option when Docsvault desktop client was not running

Document Profiles

• Fixed: Sorting on a ‘Date’ index field with ‘m/d/yy’ format displayed as a column in the listing panel
• Fixed: Unique value of index not validated when updating indexes of multiple files from the properties dialog
• Fixed: Folder document notes getting overwritten when dynamic notes were applied using Document Profile’s Filing Temple option.
• Fixed: Stray spaces left in filename created automatically using Filing Template if variable values were blank

New Features

Docsvault Profiles

• Extended the auto-filing and auto-naming functionality of profiles application-wide
• Editing profiles and index values from the right profile panel, properties dialog, filing area, scan interface will now trigger corresponding file name or location change if configured
• Auto-file profiles are now visible and can be selected as default for any folder in the available profiles settings
• Auto-file profiles can also be specified in predefined ‘Folder Templates’ and ‘Profile Templates’

Lists: Sorting by ‘Flag’ in column enabled in file list panel

Search Results: You will now be able to flag documents in the Search result listings

Bug Fixes

Fixed: Folder template properties (security, profile, audit, custom column) were not applied to folders created using a Batch
Fixed: Scan to Docs: Incorrect location being selected when using Scan Docs under specific scenarios
Fixed: Issue of not being able to convert macro-enabled Word file (.docm) to PDF using Create PDF Version option
User/Groups:

• Fixed: Incorrect behavior when applying default system rights to Groups
• Fixed: ‘Apply to all users’ not functioning properly when applying default system rights to Groups in Web application
• Fixed: Issue of not being able to delete Concurrent users from the user list in certain cases

Changes:

• File Copy Behavior: A new copy of a file will not retain previous versions of the source file but will only copy the latest version of the source file. In case a file with same name already exists in the destination folder, it will not merge versions of the source and destination files but will only create one new version with the latest version of the source file.
• The default user Checkout location path has been changed to “%userprofile%\documents” from %mydocuments%

New Features

PDF Size Optimization for OCRed Files: A new PDF optimization engine for the Docsvault OCR add-on. Docsvault OCR engine will now produce optimized PDF file sizes by default. This feature is included in the OCR Add-on.

Docsvault Desktop Links: This new feature will allow users to copy a Desktop Client based shortcut link of a file or folder in Docsvault which can then be pasted in other documents.

Enhancements

Scanning Dialog

• Scanning from a Folder: You can now see the filename and description fields when scanning from a folder using the “Profile Based Auto Filing” setting
• ‘Apply to All’ button has been relocated from Filename section to Profile section for better visibility and context

Purge and Optimize: User’s tasks and workflow notifications older than 90 days will be deleted from the system automatically

Search: Improved search speed when searching within document metadata and document content together

Profile / Indexes – Static Index Field:  While importing values using csv or xml, Docsvault will now append new index values to the existing
list and skip duplicate values if found.

Bug Fixes

Fixed: Document being checked out when using “Scan and add pages” option when a scanner window was already open
Fixed: On scanner error, file name and description box values were cleared
Fixed: When filename was already specified and if there was a scan error, during import it still prompted for a file name
Fixed: Residual values in filename and description box after all documents were imported successfully
Fixed: The issue of Document status flags not getting applied from the source file to the destination file during copy and move operations

Changes:

• .Net framework v4.5.2 or higher would be required
• .Net 3.5 framework dependency removed from the initial repository configuration wizard

New Features

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

• Interface: All user selection dialogs will now display user’s full name instead of just their login names
• 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

• Security:
  • Reinstated hierarchy of rights in security table
  • At least one right needs to be selected to add a ‘Group’ to a document’s security
• Scanner: Added default scanner option in scan job settings
• Reintroduced panel for on the fly scan parameter changes without having to select separate scan jobs
• Many new dynamic date search conditions in advance search and reports. Example, search within x days or last/current/next month, year, 3/6 months, etc.
• Streamlined profile fill-up by smartly moving focus to next field automatically
• Implemented a partial string search in various text based index fields
• Added keyboard shortcut (Ctrl + Shift + N) to create new folders
• Main Interface: Double Click profile panel to open up the edit profile in separate edit profile window.
• 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
• 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
• 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 auto file naming and profile value updates in scan interface
• Many minor coding and enhancement bugs squashed!

New Features:

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

Enhancements:

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

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 issue of reordering and delete pages in PDF Editor

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.

^* Optional add-ons not included as a standard feature in Small Business and Enterprise editions.

New Features

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 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

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 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