2019 Web Refreshes

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Updated:

Issues addressed in 2019 refreshes:

Currently on Beta Servers

New Functionality

  • Workspace Tabs: NetDocuments Administrators and Users can now manage optional tabs in a workspace. The Workspace Templates page has been enhanced to manage workspace tabs through templates, and the Customize Workspace dialog has been upgraded to allow authorized users to enable tabs in a workspace. Additional information can be found here <link pending>.
  • Navigation: Users can now navigate instantly between workspaces without reloading the entire page.

Enhanced Functionality

  • Saved Search: Users can now create a Saved Search which honors the Sort by order

Issues Addressed

  • Email: Resolved issue where emailing a document attachment would generate an error (Chrome, Edge, Firefox)
  • Move/Unfile: Resolved issue where items removed from a folder via Move or Unfile would not be removed
  • Print List: Resolved issue where saving a Print List to a CSV would change all months to January
  • Saved Search: Resolved issue where saving a search would remove the Boolean operator OR from the search criteria
  • Upload: Resolved issue where uploading to a Filter or Saved Search would display an incorrect breadcrumb

Administrative Enhanced Functionality

  • Profile Attributes: Administrators can now click on a Profile Attribute to edit the Lookup Table or the Profile Attribute Definition, rather than clicking an Edit icon.
  • Drag to Reorder: Administrators can drag Profile Attributes to another location in the list; additional text has been added to the page to clarify acceptable actions.

 Ongoing improvements will continue to be made in future releases.


5 Sept 2019

Issues Addressed

  • Content Analysis: Resolved issue where Content Analysis was run for all searches, not only those requesting Content Analysis
  • Details Pane: Resolved issue where profile attributes were displayed in the wrong order in certain cases
  • List View: Resolved issue where newly selected fields would display only after clicking on the workspace page
  • Navigation Pane: Resolved issue where new sub-folders created several levels deep would be created in the top level folder
  • ndClick: Resolved issue where an error was indicating that ndClick was not working despite ndClick service still running
  • Upload Document: Resolved issue where uploading a document to a folder would place the document in the workspace

Enhanced Administrative Functionality

  • Admin Console: Updated the Profile Attributes Page to match the UI of the Admin Console (functionality remains the same)

22 Aug 2019

Issues Addressed

  • Drag & Drop: Resolved issue where an error was displayed when moving certain documents to a folder
  • Edit Profile: Resolved issue where profile attributes on the Edit Profile page would not reflect the order assigned in the Admin Console
  • Home Page: Resolved issue where users could not add a Saved Search to another user’s Home Page
  • List View Display: Resolved issue where restoring default settings would clear custom layout without applying the default settings

 8 Aug 2019

New Functionality

  • Increased Character Limits: As previously announced here, the naming limits have been increased on the platform to allow for 1000 characters in document names, folder names, and profile attribute descriptions. To accommodate the new character limit, names will be truncated and the full name will be included in a hover tip.

Issues Addressed

  • Check In: Resolved issue where the green icon continued spinning after canceling the dialog to manually check in documents
  • Edit Profile: Resolved issue where the Edit Profile page would not properly load for .txt documents
  • Print List: Resolved issue where the times in the Print List did not match the times in the List View (based on Daylight Savings Time)
  • Workspace Template: Resolved issue where column selector would not be honored after workspace refresh

Enhanced Administrative Functionality

  • Admin Console: Admin Console has been updated, including the addition of Security Center to consolidate Flexstore, Encryption Key Management, and other security and compliance-related links

3 August 2019

 Issues Addressed

  • Check In: Resolved issue where the green icon continued spinning after canceling the dialog to manually check in documents
  • Print List: Resolved issue where the times in the Print List did not match the times in the List View (based on Daylight Savings Time)

11 July 2019

New Functionality

  • Deliver Secure Link: Cabinet Administrators can now restrict the deliver of secure links to specific IP address ranges. Additional information on this new feature can be found here.
  • Print Cover Sheet: Cabinet Administrators can now add information to the Cover Sheet (example routing information, etc.). Additional information on this new feature can be found here.

Enhanced Functionality

  • Document History: The Document History is no longer visible to external users by default. Additional information on this functionality can be found here.
  • Navigation Pane: The Navigation Pane now updates immediately when renaming, deleting, or adding folders and subfolders

Issues Addressed

  • Edit Profile: Resolved issue where editing the profiles of more than 600 documents would not update all selected documents
  • External Users: Resolved issue where the External User icon would not display for external users
  • Go To Workspace: Resolved issue where Go To Workspace would collapse when clicked (Edge only)
  • Move/Copy: Resolved issue where moving/copying more than 600 documents would not move all selected documents
  • Quick Search: Resolved issue where the Quick Search drop-down would remain open after performing certain actions
  • ShareSpace: Resolved issue where a ShareSpace could not be deleted with other items on Summary View
  • Versions: Resolved issue where making a version the Official version would apply the version ACL to the document

Enhanced Administrative Functionality

  • Admin Console: Administrators will now see an updated Activity Log page (functionality remains the same).
30 May 2019

New Functionality

  • Lock a Document: Users with VESA rights can now lock a document, which prevents editing of the document's content or metadata, and prohibits new versions from being created. Additional information on this new feature can be found here.

Issues Addressed

  • Go To Workspace: Resolved issue where the Go To Workspace button would disappear in IE and Edge browsers
  • List View: Resolved issue where the shortcut keys for switching between Preview and Details would not work
  • Login: Resolved issue where an incorrect message was displayed after 10 failed attempts to login
  • Secure Link: Resolved issue where the sender was not notified when a secure link was accessed by the recipient
  • ShareSpaces: Resolved issue where saving a document in a ShareSpace with more than 33 users would generate an error

Enhanced Administrative Functionality

  • Overview Tab: Administrators can now select whether to display the web pages on the workspace Overview Tab in one column or two columns, independent of the setting for Summary View

Administrative Issues Addressed

  • Admin Console: Resolved issue where some administrative screens were not resized when Nav Pane was pinned open
  • Link user with identity provider: Resolved issue where the option to link a user to accounts that have multiple domains registered would be disabled
16 May 2019

Issues Addressed

  • Check Out: Resolved issue where document version could be added while the official version was checked out
  • List View: Resolved issue where the repository default list view display format would not be applied to users
  • List View: Resolved issue where the child attribute description would not display if the parent attribute description was also displayed
  • List View: Resolved issue where the child attribute column displayed the wrong value
  • Saved Search: Resolved issue where opening a Saved Search from the Home Page could display an error
  • ShareSpaces: Resolved issue where new users could not be added to the Modify Access dialog in new a repository
  • ShareSpaces: Resolved issue where ShareSpace users could not be removed through the Admin page

Administrative Issues Addressed

  • Attribute Definition: Resolved issue where changing the dependency on an attribute would not reset the functionality (ex: change dependency from Default From to None would continue to default)
4 May 2019

Enhanced Functionality

  • Modify Access: The Modify Access dialog now displays an icon next to all external users and groups to make it easier to identify when documents are being shared externally.
  • View Document URL: Users now have a “Copy URL” button in all browsers to easily copy the URL to the clipboard. Previously this button only appeared in Internet Explorer.

Issues Addressed

  • Advanced Search: Resolved issue where Incomplete profile was not displayed as a search filter
  • Advanced Search: Resolved issue where navigating to the Advanced Search page in IE and Edge could display the “Loading…” message indefinitely
  • Advanced Search: Resolved issue where moving between tabs on Define Page Layout could cause profile fields to not appear on Advanced Search
  • Cabinet Inbox: Resolved issue where Cabinet Inbox could be displayed for non-cabinet administrators
  • Deliver Secure Link: Resolved issue where selecting the option “Notify me when a document is accessed” would reset the subject line to the default
  • External User: Resolved issue where external users were prompted to complete required fields but could bypass the prompt
  • Favorite Item: Resolved issue where the favorite star would appear disabled after opening a document
  • Favorite Item: Resolved issue where attempting to add a document to your Home Page at the request of another person would not add the item to the Home Page.
  • Federated Identity: Resolved issue where logging in via OneLogin Dashboard could display an error
  • Folders: Resolved issue where subfolders may not inherit Read-Only access from the parent folder
  • Folders: Resolved issue where loading a folder sorted by name could display the “Loading…” message indefinitely
  • Follow: Resolved issue where following a document or folder would generate an error
  • Go To Workspace: Resolved issue where user was not warned when attempting to navigate to a workspace to which they had no access
  • Home Page: Resolved issue where placing an item in multiple sections would remove it from the first section
  • Link Documents: Resolved issue where the Link Documents option would not work on Summary View or in a folder
  • List View: Resolved issue where the contents of a child description field would not display unless the parent field was also displayed
  • List View: Resolved issue where columns may not be displayed until workspace refresh
  • List View Display: Resolved issue where column headers in List View Display dialog could be labeled improperly
  • Saved Search: Resolved issue where saving a search would remove OR operators from the search criteria
  • Saved Search: Resolved issue where editing a saved search would not allow you to Sort by the email date field
  • Security Templates: Resolved issue where security templates for all cabinets were displayed when in a cabinet
  • Upload: Resolved issue where attempting to upload a document could display an error
  • Upload: Resolved issue where external users uploading documents were forced to profile documents
  • Version Name: Resolved issue where special characters in the version name or description were not properly displayed after saving

Enhanced Administrative Functionality

  • Admin Console: Administrators will now see a new Admin Console landing page. Full details can be found here.

Administrative Issues Addressed

  • Consolidated Activity Log: Resolved issue where requesting the Consolidated Activity Log would deliver the Administrative Activity Log
  • Profile Attributes: Resolved issue where linking a user to an Author field would not save with the attribute
  • Users and Groups: Resolved issue where user groups were not able to be edited

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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