2019 Web Refreshes

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Issues addressed in 2019 refreshes:

4 Apr 2019

Enhanced Functionality

  • Advanced Search: Users can now search for items that have been shared with external users. The new "Shared externally" option is located on the Advanced Search page in the Filter by section. This option applies to documents shared after 15 February 2018.

Issues Addressed

  • Email Link: Resolved issue where following an emailed link to a list of documents would only display the first 20 items.
  • List View: Resolved issue where the ‘Created by’ attribute was improperly labeled as ‘Author’ in the List View column heading.
  • Saved Search: Resolved issue where ‘OR’ operators were removed from search criteria when saved.

Enhanced Administrative functionality

  • ACL Freeze: Administrators can now enable the ability to automatically set ACL freeze for users.

Administrative Issues Addressed

  • Profile Attributes: Resolved issue where uploading or downloading a table with special characters would not properly retain those characters.
  • Profile Attributes: Resolved issue where uploading a table with an attribute linked to users would generate an error.

13 Mar 2019

Issues Addressed

  • Email Copy: Resolved issue where the Send Email dialog would not appear (Chrome).
  • Mobile Apps: Resolved issue where mobile apps would fail when trying to open a document from NetDocuments.

7 Mar 2019

Enhanced Functionality

  • Cabinet Inbox: The Cabinet Inbox is now hidden from all users except Cabinet Administrators. This will prohibit the unintentional filing of documents to this location. Cabinet Administrators continue to have full access to the Cabinet Inbox.
  • Drag & Drop: Users can now drag an item from the desktop and drop it on a document in the List View to create a new version of the document.
  • Endless Scroll: Users can now expand the full header after scrolling, exposing the Cabinet logo, the Search bar, and the Personal menu. After the header has been collapsed:
    • Hover over the blue Navigation Bar to expand the header without scrolling to the top.
    • Click the Expand icon in the lower right to scroll to the top of the list and expand the header.
  • Security Templates: Users can now create up to 16 Security Templates (increased from 6).

Issues Addressed

  • Context Menu: Resolved issue where the ‘Print Cover Sheet’ option was missing when multiple items were selected.
  • Edit Profile: Resolved issue where including certain text in the Comments field would generate an error.
  • Go to Workspace: Resolved issue where the user was required to press Enter twice after the auto-suggestion list was displayed.
  • Home Page: Resolved issue where the hover tip could indicate an invalid date for Created Date and Modified Date.
  • List View: Resolved issue where the workspace (matter) description displayed blank unless the parent (client) attribute was displayed.
  • List View: Resolved issue where certain columns in the List View would not properly display the attribute values.
  • Preview Pane: Resolved issue where the Preview pane indicated that the session had timed out and the browser needed to be refreshed.
  • Sharespaces: Resolved issue where an error was displayed when trying to download multiple documents.
  • Version Dialog: Resolved issue where an error would appear when deleting a version.
  • Workspaces: Resolved issue where a modified workspace name would not be reflected on the browser tab title.

Administrative Issues Addressed

  • Cabinet Administration: Resolved issue where the user would receive an error message when trying to approve a Cabinet Unprotect request.
  • Cabinet Administration: Resolved issue where removed Cabinet Administrators could be notified of Cabinet Unprotect requests.
  • List View Display: Resolved issue where the option to Save as repository default would not always save the selected columns.
  • Profile Attributes: Resolved issue where Link to User setting would become unchecked when opening the Profile Attribute dialog.


7 Feb 2019

Issues Addressed

  • Email Copy: Resolved issue where international characters in the subject of the email were handled improperly.
  • Email Link: Resolved issue where multiple documents would not be sent when selecting Email Link from the right-click menu.
  • List View: Resolved issue where scrolling in a long list of documents would cut off the bottom of the list (Chrome only). 
  • Print Cover Sheet: Resolved issue where printing a cover sheet for two or more folders would fail.
  • Print List: Resolved issue where printing the list from a Deleted Items search would download the file with .ashx file extension.
  • Secure Link: Resolved issue where PDF files could not be previewed and user was required to download the file.
  • Sharespaces: Resolved issue where documents uploaded by an external user could not be moved out of a Sharespace.
  • Viewing PDFs: Resolved issue where attempting to view a PDF would display the error "This document cannot be viewed."
  • Workspace Tabs: Resolved issue where workspace tabs were not displayed after editing the profile of a document.

Administrative Issues Addressed

  • Cabinet Admin Pages: Resolved issue where the language for un-protecting a cabinet referred only to Cabinet Administrators and did not mention Repository Administrators

 24 Jan 2019

Issues Addressed

  • Add to Home Page: Resolved issue where Add to Home Page dialog was not displayed when right clicking on Favorite star
  • Breadcrumb: Resolved issue where breadcrumb for My Email location was not working properly.
  • Check In dialog: Resolved issue where Check In dialog was improperly formatted after opening List View Display dialog.
  • Check Out as New Version: Resolved issue where document was not checked out when creating a new Official version.
  • Drag & Drop: Improved notification to users when moving a document from one filter to another.
  • Email Copy: Resolved issue where international characters in the subject of an email were not handled well.
  • Email Link: Resolved issue where pressing Enter on a recipient would send the email, rather than selecting the highlighted recipient.
  • Folder Name: Resolved issue where a new folder name was limited to 65 characters.
  • Follow Folder: Resolved issue where email notification was not triggered for documents emailed into a folder.
  • Go To Workspace: Resolved issue where users needed to press Enter twice to navigate to the appropriate workspace.
  • Mass Deletion: Resolved issue where file errors were appearing in mass deletion reports.
  • Overview Tab: Resolved issue where web pages were displayed in a narrow window.
  • Print List: Resolved issue where printing the list from a Folder would display a server error
  • Salesforce Integration: Resolved issue where an error was displayed when exporting attachments to ND from Salesforce.
  • Salesforce Integration: Resolved issue where an error was displayed when Adding Account to ND from Salesforce.
  • Summary View: Resolved issue where Last Modified Date was not calculating the GMT offset correctly, which could display an incorrect modified date/time.
  • Summary View: Resolved issue where the Shared Externally icon caused misalignment of the page formatting when in two column mode.

Administrative Issues Addressed

  • Attribute Lookup Tables: Resolved issue where an extra column was added to a downloaded lookup table.
  • Cabinet Admin Pages: Resolved issue where an error was displayed in some Cabinet Admin pages.
  • Cabinet External Groups:Resolved issue where an error was displayed when attempting to delete a cabinet-level external group.
  • Consolidated Activity Log: Resolved issue where the Consolidated Activity Log was not being sent via email.
  • List View Display: Resolved issue where “Save As Repository Default” was not properly saving the settings as the repository default settings.
  • Repository Admin Page: Resolved issue where the Repository Admin page would not load when a repository had hundreds of cabinets.
  • User Administration: Resolved issue where a repository-level user group could not be deleted.
 14 Jan 2019

New Functionality

  • Summary View: Summary View now contains check boxes, which allows users to select and act upon multiple documents at a time. This new functionality allows user to select documents and utilize the Power Bar. Users can also select and drag and drop multiple items, within Summary View or to the Navigation Pane.
  • List View: Users can now display unlimited columns in List View. A newly designed List View Display dialog allows users to select and reorder list view columns.

Enhanced Functionality

  • Details Pane: Users can now Shift-Click on a Document ID to copy formatted HTML to the clipboard.
  • Details Pane: The Locations section now displays a single Location entry containing all document locations.
  • Go to Workspace: Entering an exact match in the fields will take precedence.
  • Modify Access: Users with VS or VES rights can now modify the access of users who currently have access to an item. Previously users could only add users with matching rights.
  • Navigation Pane: Users now remain on their Favorite Matters list when clicking on a matter instead of the Recent Matters list.
  • ndMail Multi-Exchange Support: Admins can now configure their repository to connect to multiple Exchange servers. This is commonly used for hybrid or distributed Exchange environments.
  • Search Results: The Search Results page now displays the cabinet logo if a search is performed in a single cabinet.

Issues Addressed

  • Add Link to Another’s Home Page: Resolved issue where link would take user to Advanced Search rather than their Home Page.
  • Automated Login: Resolved issue where automated login would randomly fail.
  • Breadcrumb: Resolved issue where breadcrumb was not properly displayed in deep folder structures.
  • Consolidated Activity Log: Resolved issue where uploaded documents were identified as “Edited” in the log.
  • Custom Date Attribute: Resolved issue where the value of a custom date attribute would be displayed 1 day off.
  • Custom Date Attribute: Resolved issue where the custom date attribute would be displayed in the wrong date format.
  • Document Access: Resolved issue where users could not modify access of existing users with access to the document.
  • Document Naming: Resolved issue where spaces were added around ampersand (&) when uploading a document.
  • Go To Workspace: Resolved issue where invalid characters in a workspace name displayed an incorrect error message.
  • List View: Resolved issue where sorting by Last Modified date would incorrectly sort with dates in 1999 and 2000.
  • My Inbox: Resolved several issues related to My Inbox.
  • Move/Copy: Resolved issue where documents moved to top-level folders would not be removed from the original location.
  • My Inbox: Resolved issue where uploaded documents would not appear in My Inbox.
  • Notes Attribute: Resolved issue where including a semicolon in Notes field would display an error.
  • Overview Tab: Resolved issue where embedded web pages were passing merge codes rather than values.
  • Overview Tab: Resolved issue where an uploaded logo appeared in the incorrect location until the workspace was refreshed.
  • Preview Pane: Resolved issue in Chrome where search terms were not highlighted in Preview Pane after running a Quick Search.
  • Search Results: Resolved issue where modifying the search criteria via Show Criteria would not retain new criteria.
  • Search Results: Resolved issue where only 20 items would be displayed in a DocID search.
  • Summary View: Resolved issue where folder count was not properly with accurate counts.
  • Summary View: Resolved issue where the “Next” button was not displayed on certain Sharespaces.
  • Summary View: Removed “External View” option from container menu.
  • Tabbed Workspaces: Resolved issue where an uploaded workspace logo was displayed in the wrong position.

Administrative Issues Addressed

  • Cabinet Unprotect: Improved information contained in cabinet unprotect dialogs.
  • Lookup Tables: Resolved issue where a record was not created when the uploaded lookup table included an invalid value in the access list.

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