2021 Web Refreshes

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Features, improvements, and issues addressed in 2021 web refreshes:

Date

Description of Changes

Expected beta release:
17 September 2021

 

Expected GA release:
05 October 2021

 

21.19.0 Web Release Notes (Draft)

Note: due to our end-of-quarter change freeze, this release will go to production (along with 21.18, per below) on October 5, 2021.

Improvements and New Functionality

  • Email-related column headings for search results: Improved the behavior of column headings when searching for only one type of email file extension (either eml or msg). Previously, we would only display email-related columns on the user's list view if the search criteria contained both eml and msg. 

Issues Addressed

  • Auto-created workspace folders: Fixed an issue where auto-created folders would not get created automatically on a workspace upon creation if there were already documents profiled to those auto-created folders' profiles. Users would previously have to refresh the workspace to get these auto-created folders to be created. Now they get created properly upon workspace creation.  
  • Web pages on workspaces: Fixed an issue where a change to a web page URL on the workspace template was not being reflected properly on the workspace when the workspace was refreshed. It now refreshes the web page URL properly upon refreshing the workspace. 
  • Display issue with checkboxes: Fixed a display issue on list views which would cause the checkboxes on the list view to be stretched horizontally in certain cases when the user selected an item and then clicked the History document option. 
  • External users downloading from a Sharespace: Fixed an issue that prevented external users from being able to download documents in certain cases. As a reminder, Collabspaces are now the preferred method of external collaboration and larger-scale sharing and we strongly encourage any customers still using Sharespaces to move to Collabspaces.  
  • Check in new version in a Sharespace: Fixed an issue where using the option to "Check in as a new version" on a document that is not checked out would give an error of "error: Forbidden". It now displays an informational message to the user telling them the document is not checked out. As a reminder, Collabspaces are now the preferred method of external collaboration and larger-scale sharing and we strongly encourage any customers still using Sharespaces to move to Collabspaces.  
  • History detail added: Fixed an issue with the History entry when a user would use the ndOffice Save As function and select an existing document as the destination - this causes the active document to overwrite the selected document and the user is asked whether they want to overwrite the existing document. If they click yes then the document is overwritten. Prior to this fix, this series of steps would leave a History entry that only showed the action in the history entry's details pane. Now it displays "Replaced Document" in the history list directly.  
  • ndClick stopping unexpectedly: Fixed an issue where the browser would lose the connection to ndClick if the user went to Settings > Account Information and then clicked the Cancel button on the dialog without making any changes. 
  • Edit documents' profiles in a Collabspace: Fixed an issue where selecting multiple documents from a Collabspace and editing their profiles would give an error stating "Direct navigation to this page is not allowed." It now takes the user to the Edit Profile page properly. 

Released to beta:
07 September 2021

 

Expected GA release:
05 October 2021

 

21.18.0 Web Release Notes

Note: due to our end-of-quarter change freeze, this release will not go to production and will be rolled into 21.19 on October 5, 2021.

Improvements and New Functionality

  • Redesigned Edit Profile Page: We are pleased to announce the first use case in our product that will use our newly redesigned Edit Profile page. On the beta servers, users can see this Edit Profile page change by navigating to a list view, checking the box next to a document, and selecting "Edit Profile" in the document options. 
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    Note: this feature will not be released to production with 21.18 and will only be available on the beta for a few refresh cycles to gather feedback.
  • Home Page Optimizations: Optimized the Home Page to cache data that wasn't previously cached. The Home Page load time (which is often perceived to be the time to log in) should be noticeably faster, especially for users with many items on their Home Page. 

Issues Addressed

  • Repository Logo: Fixed an issue where attempting to set, remove, or change a repository log would not succeed properly. The user was left with no indication that it failed or succeeded but it used to fail in most cases. 
  • Search Refinement Date Ranges: Fixed an issue where the date range groupings (e.g. Today, Yesterday, Last 7 Days, etc.) were not matching up with the date ranges in certain time zones. This would cause a given result to show up in one grouping when it should be in the other if it was close to the cusp of that grouping. 
  • Home Page Delegation: Fixed an issue where using the back button after navigating to view another user's home page caused the logged in user to see contents from the other user's home page that were delegated to them. This was merely a caching/display issue and a refresh would clean it up. Not it cleans up the cache automatically. 

API Changes

  • Empty Modified By for certain email: For email that was emailed into a folder in NetDocuments, the GET info call would return an empty Modified By field if the sender of the email did  not match a user in the NetDocuments repository. It now returns the email address of the sender (which is the data that is in the Modified/Sent by field). 
  • /v2/user/membership with CustomAttributes: Fixed an issue where the membership call would return null for all attributes except Id and Name. 
  • GET v2/document/{docEnvId}/info: Fixed an issue where a lookup table that should be hidden from External Members was able to have its values shown to an External Member via this call if the document had that specific value on it already. 
  • JSON vs. XML in v2 API: Certain v2 API calls would fail with a 500 error when Accept was set to application/xml in the request header. It now fails with a 415: Unsupported Media Type. Reminder that the v2 API only officially supports JSON. 
  • GET <repoID>/group/<groupId>: Fixed an issue where this call would return certain attributes as NULL which would behave as if they were "false" even when they were true. 
  • Endpoint to unfollow a document: Previously, we've had an API call to follow a document or container (e.g. folder) but not one to programmatically unfollow a document/container. This new endpoint allows for that functionality. It includes both the following endpoints: 
    POST v2/document/{id}/unfollow and v2/document/{id}?action=unfollow
    POST v2/container/{id}/unfollow and v2/container/{id}?action=unfollow

Released to beta:
23 August 2021

 

Released to GA:
02 September 2021

 

21.17.0 Web Release Notes

Improvements and New Functionality

  • Home Page Optimization: Added improved caching on the Home Page to improve load times of the page. 
  • Help link for Home Page delegation: The Home Page delegation/access dialog now has a help link that points to the Home Page Access help documentation. 

Issues Addressed

  • ndClick Modified Date Discrepancy: Fixed an issue where uploading documents in certain time zones would display a modified date which was 4 hours behind the user's date/time settings. 
  • Consolidated Activity Log: Fixed an issue where certain actions (change ACL, copy, email link, etc.) were missing metadata in the consolidated activity log.
  • ndImport: Fixed an issue where uploading an email message containing hexadecimal characters failed with a 500 error when using PUT and imported the item without email metadata when using a POST. 
  • Federated Identity Login Error: Fixed an issue where new users would see a message saying "Login error: 80004003 Object reference not set to an instance of an object." when trying to use SSO. Note: This was patched to build numbers equal to or greater than 21.16.2.0816. 

API Changes

  • Lookup table calls: Fixed an issue where a PUT or DELETE for a record in a lookup table would fail with a 403 if the user did not have access to the specified repository. It now returns a 404. 
  • force=true changes: When force=true is passed in the call, the actions to create a subfolder and delete a folder/subfolder are now allowed.
  • PUT v1/document/{envId}/info: Fixed an issue where this call would return a 403 for external users with "E" rights. It now returns a 204. 

Released to beta:
06 August 2021

 

Released to GA:
19 August 2021

 

21.16.0 Web Release Notes

Improvements and New Functionality

  • Group GUID on admin pages: the GUID for a given security group is now available on the group page/slideout for that group in the Users & Groups repository admin page. 
  • Clarified access changes when Freeze ACL is involved: A new dialog now clarifies to the user what will happen based on their selections in the Modify Access dialog, depending on their cabinet settings for the Freeze ACL function. Users will see variations on the following dialog now, giving them more detail about the action they're taking. 
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  • Remove 5% minimum when increasing user licenses: Administrators are no longer required to increase their user license count by a minimum of 5% of their total user licenses. Administrators can now increment their user license count by any number of licenses on the repository administration page. 
  • Administrative logging of group membership: When a user is moved into or out of a security group, we now log that action with a date and time stamp in the administrator logs available to repository administrators. 
  • Download Threshold: The Download Threshold feature has been renamed to Activity Threshold and more granular options are now available. For more information see: https://support.netdocuments.com/hc/en-us/articles/205220290-Information-and-Settings#Activity-Threshold 
  • Version indicator updated:
    Version indicator has been updated in list view.
    mceclip0.png 

Issues Addressed

  • Scanned Image Option: Fixed an issue where the "Scanned Image" option under the Add button was not working. 
  • Deliver secured link restriction dialog: Fixed an issue where selecting a document for Document Delivery that is restricted (e.g. via DLP) would result in the alert dialog displaying behind the Deliver Secure Link dialog. It now displays in front of the dialog properly. 
  • Deleting workspace filters: Fixed an issue where users with VESA rights could not delete a workspace filter if the cabinet was set to allow permanent deletion of documents by cabinet administrators only. Users with VESA rights to a filter can now delete those filters (which will get auto-created again from the workspace template, if needed). 
  • Document not downloading without ndClick: Fixed an issue where clicking on a document name without ndClick installed/running would not download the document as it should have. Patched to all web versions greater than or equal to 21.14.5.0723.
  • Federated Identity Login Error: Fixed an issue where new users would see a message saying "Login error: 80004003 Object reference not set to an instance of an object." when trying to use SSO. Note: This was patched to build numbers equal to or greater than 21.16.2.0816. 

API Changes

  • GET /v1/Repository/{id}/groups: Fixed an issue where a skip token was not returned properly when the "paging" parameter was set to true. 
  • GET v2/container/{id}/ancestry: Fixed an issue where folders with 1000 characters in their names were not returned properly with this call. 
  • Status code improvements: For any of the following API endpoints, passing in an invalid repository GUID will now return a 404 instead of a 403 or 500. 
    GET /v1/attributes/{repositoryId}/{attrNum}/{parentVal}/{keyVal}
    GET /v1/attributes/{repositoryId}/{attrNum}/{parentVal}
    POST /v1/attributes/{repositoryId}
    GET /v2/repository/{repositoryId}/group/{groupId}
  • GET /v2/container: Fixed an issue with the skip token on this API call where the value specified by the skip would omit that number of items from the response. 
  • New v2 API calls available: The following two endpoints are now available. For more information, please see the v2 API swagger documentation. 
    GET /repository/{id}/profileattribute
    GET /repository/{id}/profileattribute/{profileAttributeId}

Released to beta:
28 July 2021

 

Released to GA:
05 August 2021

 

21.15.0 Web Release Notes

Issues Addressed

  • ndClick on ports greater than 60501: Fixed an issue where if ndClick was running on port 60501 or higher and the user clicked a link to a document from an email, the system would behave as if ndClick was not running (e.g. the document would simply download instead of opening in the application). 
  • New PLAN or DELIVER subscriptions: Fixed an issue where new PLAN and DELIVER subscriptions were not being fully activated in the repository. 
  • Extra metadata on email message IDs: Fixed an issue where an email with a malformed message ID due to text outside the angle brackets would not register with the Global Filing Indicator (GFI) as being filed when it actually was filed. 
  • Document not downloading without ndClick: Fixed an issue where clicking on a document name without ndClick installed/running would not download the document as it should have. Patched to all web versions greater than or equal to 21.14.5.0723.

API Changes

  • GET v2/user/membership: When this call is made, it now includes the "OrganizingAttribute" and the "OrganizingContainer" information. 
  • POST /v1/Search/{cabinetGUID} Fixed an issue where making this call with valid parameters for 'q', 'mode', and 'newacl' but an invalid value for other parameters would give a 500 error. It now returns a 400 Bad Request response. 
  • PUT v1/document/{id}/info: Fixed an issue where this call would log all profile field values, even blank ones, in the document's History for this action. It now only adds the profile fields that were actually modified via the PUT call on the document and does not list all the blank profile attributes which were not changed on the document.

Released to beta:
09 July 2021

 

Released to GA:
22 July 2021

 

21.14.0 Web Release Notes

Improvements and New Functionality

  • Naming of items emailed into NetDocuments: The Cabinet Administration page has a new option that allows admins to specify whether the text "Email - " should be added as a prefix to the Subject line of email messages that are emailed to a destination email address in NetDocuments (e.g. emailed into a folder). Note: the default setting is to add this prefix to email subject lines as that has been the behavior to date. Now Cabinet Administrators can change this by disabling the option to "Add the word "Email - " to the beginning of incoming email messages." 

Issues Addressed

  • Sharespace links from Home Page: Fixed an issue where the user would receive a server error when attempting to send a link to add a Sharespace to another user's Home Page (i.e. right-click on the star of a Sharespace and choose > Send Home Page Link). 
  • Document not downloading without ndClick: Fixed an issue where clicking on a document name without ndClick installed/running would not download the document as it should have. Patched to all web versions greater than or equal to 21.14.5.0723.

Released to beta:
28 June 2021

 

Released to GA:
08 July 2021

 

21.13.0 Web Release Notes

Improvements and New Functionality

  • Disable legacy "Sign Document" feature: Administrators can now disable the legacy "Sign Document" feature for their end users which has been NetDocuments long-standing method of adding a NetDocuments-signed digital signature to a document. Now that Electronic Signatures are widespread, this legacy digital signature function is seldom used. To disable it, administrators can go to the Cabinet Administration page and uncheck the box for "Allow NetDocuments-based "Sign a Document" feature." With this disabled, any existing digitally signed documents will retain their signatures but users will not see the option to add these legacy digital signatures to any documents in the cabinet. 
  • Folders in the search refinement pane: When looking at the file extension in the search refinement pane, we've added a clarification that "ndfld" is a NetDocuments folder so users can more easily refine their search to just NetDocuments folders. 

Issues Addressed

  • N/A values on ndMail Admin page for Gmail: Fixed a display issue on the ndMail Admin page where administrators would see the value "N/A" in some fields on the page when configuring a Gmail connection. 

Released to beta servers:
11 June 2021

 

Released to GA:
08 July 2021

 

21.12.0 Web Release Notes

Improvements and New Functionality

  • New File Extension column: Users now have the option to add a File Extension column to their list views (extension information used to only be available as a hover tip in list views). To add this column, users can click the gear/cog icon in the top right corner of a list view (on the column headings row) and select the "Extension" column. 
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  • Security code for Blackberry Dynamics EMM: There is now an input field for a security code when limiting Mobile App Access to "Only allow NetDocuments for Blackberry (formerly Good) app" in the repository settings.
  • Column headings in list views: When the user is in a list view and opens the List View Display dialog to define the columns of the list view, they will now only see column headings which are currently active on the cabinets they have access to. Previously, users saw a long list of all profile attributes (column headings) in the repositories they had access to, regardless of whether the attribute was active.
  • Add multiple items to Home Page: Added the ability to add multiple items to a Home Page in one step instead of individually. From a list view, users can select multiple items in the list and then right-click on the star of one of the selected items to add them all to a Home Page in one step (either your own Home Page or a delegated Home Page).

Issues Addressed

  • Sharespace upload with ndClick: Fixed an isolated issue with certain Sharespaces where uploading a new document would fail with ndClick if the Sharespace previously had it's first (original) document deleted/moved from the Sharespace. 
  • Workspace template redirects to Home Page: Fixed an issue where selecting an example on the workspace template page would redirect the user to their Home Page. 
  • Permanently deleting documents from Deleted Items: Fixed an issue where the administrator would get a confusing message when deleting items permanently from a cabinet using a Deleted Items search which would make the user think the items were not already in Deleted Items when they actually were. This message is no longer displayed in this case. 
  • Workspace tabs dropping off: Fixed an isolated issue with certain workspaces where the optional tabs (Collabspace, Tasks, Threads, Sets) would not remain present on the workspace page even though they had been enabled. 

Released to beta servers:
28 May 2021

 

Released to GA:
10 June 2021

 

21.11.0 Web Release Notes

Improvements and New Functionality

  • Add items to someone else's Home Page: In 21.8, we released the ability to delegate access of your Home Page to another user but delegates could not yet add new items to an owner's Home Page. With 21.11, delegates can now add an item directly to an owner's Home Page by right-clicking on the star icon and choosing the "Add To a Shared Home Page" option as shown below: 
    mceclip0.png
  • Localized beta preview for French/Spanish/German: We are pleased to announce our initial beta of a localized version of the web UI. This will allow customers to see what the localized/translated UI will look like with their own production data on the beta servers. If your browser language is set to Spanish, French, or German, and you're on the beta, you will see large portions of the NetDocuments web UI in that target language. Note: this feature will be available as an extended beta as we roll out localization for additional dialogs. Until that is complete, users will still see some dialogs only in English but we're hard at work on the few remaining dialogs.
  • Improved ndClick instructions: There is a new section in the dialog shown to users if ndClick is not running that specifically addresses multi-user/virtual environments. It now states, "On virtual environments: Virtual environments can vary. Please contact your organization's administrator."   

Issues Addressed

  • Upload issue with Multi-Value Profiles: Fixed an issue where uploading a document to a workspace would fail if the workspace was profiled with a multi-value profile attribute with more than one value. 
  • Share Extenally option for Collabspaces: Fixed an issue when a user would attempt to use the Share Externally option to move more than 52 documents to a Collabspace. Now, when the user attempts to do more than 50 using this method, we display a friendlier error message telling them the problem and directing them to the Move/Copy option instead. 
  • Multiple surnames: Fixed an issue in the administration and group pages where it would not display the surname/last name properly when the user had multiple names in their last name field. 
  • Hyperlinks in cabinet descriptions: Fixed an issue so that hyperlinks in cabinet descriptions now display as a clickable link properly. 

API Changes

  • PUT /v1/Document to set ACL on filters: API users can now use this call (with the query parameter anyType=true) to set the ACL on a Filter. 

 

Released to beta servers:
18 May 2021

 

Released to GA:
27 May 2021

 

21.10.0 Web Release Notes

Improvements and New Functionality

  • Order of attributes in analytics (LEARN): Parent-Child attributes used to display with the child attribute first (to the left) and the parent attribute displaying last in the table view. These have now been swapped so the Parent attribute is listed first (to the left) and the Child value is listed next (to the right). 
  • Admin Dashboard for Recent Activity (LEARN): Added a new dashboard in Cabinet Analytics which provides the ability for the admin to dive deeper into recent activity for any workspace, including the ability to download 1 year of activity log data for that workspace. 

Issues Addressed

  • Security Templates: Fixed an underlying issue on the platform that showed up in the ndOffice interface when a non-administrator would attempt to use a security template when saving a new document. It is fixed so that it no longer displays the "Information was not loaded completely" error message. 
  • "Bulk Apply Policies" in WSM: Fixed an issue where clicking "Bulk Apply Policies" in the Repository Administration Security Center would give an error instead of applying the policies successfully in certain cases. 
  • User Report from Repository Admin Page: Fixed an issue where the User Report in the Users & Groups page would not display the user type (Internal vs. External) when the format was set to xml. 
  • Marking a user account as inactive: Added logging if an admin marks a user's account as inactive in the Users & Groups page.

Released to beta servers:
30 April 2021

 

Released to GA:
13 May 2021

 

21.9.0 Web Release Notes

Improvements and New Functionality

  • Users in Hidden Groups (Admin console): From the User Details panel in the admin Users & Groups page, there is now a way to see hidden groups so that you can add the user to hidden groups more easily. There is also an option to see which hidden groups the user is currently a member of. 
  • Calendar Heat Map (LEARN): Added an option for a time/date range on the calendar heat map. 

Issues Addressed

  • Auto-filing documents: Fixed an issue where filing a document into a subfolder of an auto-created/auto-filing document type folder would cause the document to be displayed in both the auto-filing folder as well as the subfolder the user selected. 
  • Copying a document: Fixed an issue where copying a document would display a "Invalid document ID" message if the user used the option in the Copy dialog to "Open the new document" the first time they copied a document in an authentication session. 
  • Low resolutions and small screens (LEARN): Fixed an issue on screens with low resolutions and/or high zoom percentages where the Analytics modal dialog would not fit on the screen properly. 

Released to beta servers:
20 April 2021

 

Released to GA:
29 Apr 2021

 

21.8.0 Web Release

Improvements and New Functionality

  • Delegate Home Page Access: We are pleased to announce our new functionality to delegate access to your Home Page to another user. In this initial release of this feature, delegates can be given View or View/Edit rights to your Home Page and if they have Edit rights, they will be able to move items around, change/add/delete section headings, and un-star items that are already on the owner's Home Page. Our Home Page help article describes this process in detail. 
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  • F9 when comparing versions: Fixed an issue so that if only one document is selected (instead of 2) and the user presses the F9 shortcut, it will now compare the latest two versions. 

Issues Addressed

  • Upload document: Fixed an issue where the preview pane would attempt to use the old viewer immediately after uploading a new document. 
  • Document sorting (LEARN): Fixed an issue where documents were not sorting correctly in the Workspace Analytics view. 
  • Calendar labels (LEARN): Fixed an issue where the date labels in the calendar view of Workspace Analytics did not extend to the far right-hand side of the calendar heat map. 
  • Workspace freezes when loading (LEARN): Fixed an issue where if a user navigated to a workspace page and then quickly clicked the Analytics button and then closed the Analytics dialog, the containers on the workspace page that had already expanded would continuously display a loading icon. 

API Changes

  • Adding a new row: Fixed an issue where adding a row to a child attribute table would appear to succeed even if an invalid parent value was passed in with the call PUT /v1/attributes/{repsoitory_id}/2/{parentValue}/{clientValue}. This now alerts the caller that it was not created successfully due to the invalid parent value. 

Released to beta servers:
06 April 2021

 

Released to GA:
15 Apr 2021

 

21.7.0 Web Release

Improvements and New Functionality

  • Visio version in Analytics (LEARN): Now that ndOffice 2.8+ support Visio, repository analytics now displays the Visio version as it does with other integrated apps. 
  • Most copied documents (LEARN): The Cabinet Analytics dashboard now contains a section showing the most copied documents in the cabinet. 
  • ndClick version in Analytics (LEARN): The ndClick versions in use for your users is now available in the repository analytics panel. 

Issues Addressed

  • Document Report for Collabspaces: Fixed an issue where the Document Report dialog would display an empty dialog when running a Document Report on a Collabspace. 
  • Viewing issue if the parent value was blank: Fixed an issue with Smarview where it would fail to display the document if the profile for that document contained a blank value in a parent profile attribute where the child attribute had a value. 
  • Email Copy: Fixed an issue in cabinets that have the "Send email via..." setting set to "Email client" where users could still send via the native NetDocuments dialog if the ndClick process was stopped and the cabinet did not have the "Require ndClick for Internal Users" setting set. 
  • Text-based profile fields: Fixed an issue where entering a value in a text-based profile field (not a lookup table field) would cause subsequent Edit Profile pages to default that value in the same profile field if that field was blank. 
  • Add to Home Page option: Fixed an issue where the Add to Another User's Home Page option would not call up the user's desktop email client even if the user had the Desktop Email Integration enabled. 
  • Microsoft Online Editor: Fixed an issue where the option to Open In > Online Editor would still be shown to users even if the cabinet setting had it disabled. 
  • Non-US date format on search refinement: Fixed an issue where dates on the search refinement pane would not display in the user's local format outside the US. 

API Changes

  • Email addresses in the REST API: Fixed an issue where certain characters in email addresses (e.g. in the Sent By field) were being rejected due to formatting. We have fixed this and now accept characters from any RFC-compliant email address (including <>). 
  • Sign a document via the API: A new call of POST `v2/document/{id}/sign' is now available which signs the document using the standard NetDocuments built-in digital signature function, thus making the document a record which cannot be deleted or changed. Note that this is not the same as an electronic signature. You can learn more about NetDocuments digital signature functionality here
  • Uploading an MSG file: Fixed an issue with the REST API where uploading a .msg file would set the modified/sent date to be the current date instead of parsing the sent date from the email. The API now parses the sent date correctly. Note: This issue only occurs with msg file types and not eml. 

Released to beta servers:
26 Mar 2021

 

Released to GA:
01 Apr 2021

21.6.0 Web Release 

Improvements and New Functionality

  • "Show me how" link for ndClick: If an internal user is in a cabinet where ndClick is required for internal users and ndClick is not running, they will see a dialog telling them that ndClick is required and provides a retry button. We have added a "Show me how" link to that dialog to help instruct the user how to start ndClick if they find themselves in this situation. 
  • Link user with identity provider: We added back the functionality to "Link user with identity provider" at the time of the user creation in the new users and groups page. NOTE: This is available in build 21.4.11+.

Issues Addressed

  • New folder pack in new cabinet: Fixed an issue where the user would receive an error when trying to create a folder pack in a brand new cabinet. 
  • Document report in Collabspace: Fixed an issue where the Document Report dialog was empty when the document report was run from within a Collabspace. 
  • Go to Workspace label: Fixed an issue where the label on the orange "Go to workspace" button would disappear when switching between cabinets. 
  • Group option for welcome email: Fixed an issue where the admin setting to "Send welcome email when users are added" to a group did not save when the user left the Group Details page of the Users & Groups admin page. 
  • Group Filter not being cleared: The option to filter groups by certain criteria on the Users & Groups admin page was not being cleared when the user navigated away from the Groups tab. This caused confusion the next time they went to the Groups tab because it was already filtered to their previous criteria. 
  • Send a welcome email to an existing user: Fixed an issue where sending a welcome email to an existing user would display an error stating the "specified argument was out of the range of valid values." 
  • Issue with hyphenated email addresses: Fixed an issue with the new Users & Groups page where admins were unable to add a user if the user's email address contained a hyphen in it. NOTE: This is available in build in 21.4.3+.
  • Email link for Sharespace: Fixed an issue where emailing a link to a Sharespace would display the message "The recipient list contains a new user, so this message cannot be sent by the email client" but would not let the user send the email any other way if their desktop email integration was enabled. NOTE: This is available in build 21.4.8+.
  • Opening a document via an email link: Fixed an issue where opening a document via a link received in email would cause the document to be downloaded instead of handed off to ndClick/ndOffice properly. NOTE: This is available in build 21.4.9+.
  • Ampersand in Repository names: Fixed an issue on the Users & Groups admin page where a repository with an ampersand in the name would not allow the user to perform certain actions (e.g. creating a user report). NOTE: This is available in build 21.4.10+.

API Changes

  • LogActivity API call: Fixed an issue where the POST v1/Document/logactivity returned a 400, bad request. This impacted Trumpet SignatureBridge users. NOTE: this was patched into all releases from 21.6.9.0407+

Released to beta servers:
08 Mar 2021

 

Released to GA:
01 Apr 2021

 

21.5.0 Web Release

New Functionality

  • Redesigned UI to Edit Home Pages: The improved user experience for editing and organizing your Home Page is available with 21.5. It provides a streamlined and intuitive interface to add new sections, rename sections, organize sections, and an improved experience as you move content around on your Home Page. Check out the Editing Your Home Page support article for more details. See the screenshot below for a preview or log in on the beta to see it in your account. mceclip0.png

Issues Addressed

  • Comma in profile value: Fixed an issue where users would get an error if they tried to use the new lookup table (via the Workspace Selector button) and used a comma in their search criteria. This now returns the lookup table values correctly. 
  • Incorrect document size displayed for Flexstore: Fixed an issue where the document size was displayed in the details pane as 0KB if the item is stored in Flexstore and was edited via Content Server. It now displays the document's true size. 

API Changes

  • Child attribute call does not respect $Select parameter: Fixed an issue with the GET /v1/attributes/{repositoryId}/all/{childAttrNum} call where the $Select was not being respected and all columns were returned regardless of what was specified with $Select. It now respects the filtering of the $Select parameter correctly. 
  • Certain EML files could not be uploaded: Fixed an issue where certain EML files could not be uploaded via the API (which impacted the web interface as well) when the failOnError flag was used in the call. The cause was determined to be due to certain emails having Thread-Index headers that were not Base64 encoded. These EML files now upload successfully. 

Released to beta servers:
19 Feb 2021

 

Released to GA:
4 Mar 2021

 

21.4.0 Web Release

Update Note: Some users with an active session at the time of this refresh may see HTML artifacts in some areas of the web UI. Functionality of the platform is not impacted. Logging out and logging back in will resolve this display issue.

Improvements and New Functionality

  • New Users & Groups Admin Page: We are pleased to announce a redesigned Users & Groups page for Repository Administrators. See our Users & Groups support article for more details. 
    mceclip0.png
  • Link user with identity provider: We added back the functionality to "Link user with identity provider" at the time of the user creation in the new users and groups page. NOTE: This was patched into build 21.4.11 and all subsequent builds.
  • "Send Email via..." cabinet setting: We have introduced a new setting on the Cabinet Administration page which allows cabinet administrators to determine what method their users can use to send documents and links (including secure delivery links). 
    mceclip1.png
    "User setting (default)" maintains the current behavior prior to the 21.4 release where the end-user can control how emails go out (either via their desktop client or via the web-based ND email editor).
    "NetDocuments" requires any document being sent from this cabinet to be sent using the web-based ND email editor. 
    "Email client" requires any document being sent from this cabinet to be sent using the user's desktop email integration
  • Creating a new link/URL: Creating a new link/URL now prompts the user if there are any Prompt if Empty profile attributes.
  • Shortcut for document comparison: The F9 shortcut to quickly compare two versions of the same document or two selected documents now works in any browser (previously it only worked with the Active X control in IE). 
  • Document move in History: We now log that the document ACL changed when an item is moved to a folder where "Inherit access from folders" is enabled.  

Issues Addressed

  • Column display format: Fixed an issue where setting the column display format would not save properly when the user started in the Email view of the list view. 
  • Creating a blank document hangs with ndClick: Fixed an issue in Chrome with ndClick where creating a Blank Document (via the web browser +Add button) would cause the browser to hang. The blank document would get created successfully but the browser would hang. Now the process completes properly.
  • Secure Doc Delivery expiration date format: Fixed an issue where certain time zones (> +10) would display the document delivery link expiration date in the wrong time zone so it would display as expiring one day after it really expired. 
  • Issue with hyphenated email addresses: Fixed an issue with the new Users & Groups page where admins were unable to add a user if the user's email address contained a hyphen in it. NOTE: This is available in build in 21.4.3+.
  • Email link for Sharespace: Fixed an issue where emailing a link to a Sharespace would display the message "The recipient list contains a new user, so this message cannot be sent by the email client" but would not let the user send the email any other way if their desktop email integration was enabled. NOTE: This is available in build 21.4.8+.
  • Opening a document via an email link: Fixed an issue where opening a document via a link received in email would cause the document to be downloaded instead of handed off to ndClick/ndOffice properly. NOTE: This is available in build 21.4.9+.
  • Ampersand in Repository names: Fixed an issue on the Users & Groups admin page where a repository with an ampersand in the name would not allow the user to perform certain actions (e.g. creating a user report). NOTE: This is available in build 21.4.10+.

API Changes

  • Set Flexstore location via API: Fixed an issue so that PUT /v1/attributes/{id}/attrID/attrValue can now properly set a Flexstore location. 

Released to beta servers:
05 Feb 2021

 

Released to GA:
18 Feb 2021

 

21.3.0 Web Release

New Functionality

  • History Dialog: We are pleased to announce a redesigned History dialog. New functionality includes the ability to filter by People, Actions, Dates, Versions. For more information, see our Document History support article
    mceclip0.png
  • Secure Delivery Links: Secure delivery links now always use the SmartView viewer. 
  • Email Copy: Changed Email Copy so that it behaves like Email Link when the cabinet is set to "Require ndClick for Internal Users." This prevents users in this cabinet from emailing out a copy of a document if the Desktop Email Integration is disabled and the cabinet requires ndClick. 

Issues Addressed

  • Uploading a document to a matter on Litigation Hold: Fixed an issue when ndClick is present and the user attempts to upload a document to a matter which is on Litigation Hold. The user can now perform the upload successfully. 
  • Moving a document with Determined By attribute: Fixed an issue where moving a document did not properly clear out invalid profile values in a Determined By field if the resulting value was no longer valid after the move because the determiner field changed its value due to the move. This would cause users to be prompted to correct the Determined By attribute later when accessing that document after it was moved. We now properly blank out values in the Determined By (determinee) field when moving documents if those values are no longer valid based on the determiner field values applied during the move. 

API Changes

  • Create new version: There is a new parameter called "Options" for the PUT /v1/Document/{id}/new call. When "nocontent" is passed in the "options" parameter, the version will be created without content. Similarly, the V2 DocumentController PostVersion call has a new flag called "donotcopycontent" which has the same result for the V2 API. 
  • Multi-value Determined By attributes: Fixed an issue where passing multiple values into a multi-value profile (MVP) attribute which is a determiner field in a Determined By relationship with another field would not set the appropriate values in the Determined By field. Now, values in an MVP attribute which determines another MVP attribute's values will determine each value separately. 
  • Update access levels: There is a new mode for POST /v1/search called "Update" which allows a caller to update the access level for an entity that is already in the ACL of items during a Mass ACL change. This "Update" mode works similar to the "Add" mode but if it finds an ACL entity which is already in a given document's ACL then it will simply update the access level (e.g. VE, VES, etc.) to what the caller specified. Previously, callers would have to remove the ACL entry and add it again with a different access level. 

Released to beta servers:
22 Jan 2021

 

Released to GA:
04 Feb 2021

21.2.0 Web Release

New Functionality

  • Improved ndClick error message: In certain environments with older versions of ndClick, users would occasionally see a message that says : 
    vault.netvoyage.com says ndClick <VersionNumber>
    Where <VersionNumber> is the installed version of ndClick. The text of this message has been changed to say: Your browser successfully connected to ndClick <VersionNumber>. Press OK to continue. 
    Additionally, we will suppress this message in future client-side releases of ndClick. 
  • Improved usability of workspace page when loading: The links to containers (folders, filters, saved searches, Collabspaces) on a workspace summary page are now active and can be clicked on while the summary page is still being loaded. The user no longer has to wait for the whole summary page to be loaded. 
  • Secure delivery document downloads: With our legacy viewer, PDFs were displayed using the locally-installed Adobe (or third-party) PDF viewer instead of our native viewer. Adobe's viewer includes the ability to download the document and it cannot be prevented so we previously did not allow users to uncheck the Allow document(s) to be downloaded checkmark on the Secure Delivery page. With the new SmartView able to limit downloads of PDFs now, we now allow users to uncheck this box on the Secure Delivery page and it will be respected by the new SmartView. 

Issues Addressed

  • Text adjustments: Fixed the misspelling for "sub-versions" in a few locations in the product. 
  • Editing a filter profile: Fixed an issue where a user could edit the workspace attribute of a filter and cause it to get crossed with that workspace even though it was anchored on the original workspace. Users can no longer edit the Workspace or Organizing attributes of filters. 
  • Document checked out: Fixed an issue when uploading a document to a filter if the user navigated to the Home Page immediately after uploading - the document would check out when the user navigated away from the filter. The document is no longer checked out when they navigate to the Home Page. 
  • N access in Collabspace: Fixed an issue where an Internal User could not set N access on an Internal group for documents in a Collabspace. If the user selected multiple items from a list view and one or more of those items was in a Collabspace, the N access option was not available. It is now available if the logged-in user is an Internal users applying access to an Internal group. 
  • Percent (%) sign in doc names: When Fixed an issue when uploading a document with a %3A in the name where the Edit Profile page would convert it to a colon (:). Because a colon is an unsupported character by Windows and by NetDocuments, the user was prompted to remove that character from the name. 
  • Mass Profile Change from Advanced Search: Fixed an issue with the mass profile change option from search results which are in a cabinet other than the user's primary cabinet. In this case, a mass profile change of those items would not change the profile of items not in the user's primary cabinet.
  • Long descriptions on Search Refinement Filters: When using the search refinement pane, if a profile value had a very long description, it would overlay on top of the other text on the page. This has been fixed to now truncate that long description text to fit the available width and provide the full Description in a hover tip. 
  • Cabinet Home Page breadcrumb in Collabspaces: Fixed an issue where the link in the breadcrumb to take the external user to the Cabinet Home Page from a Collabspace presented the user with a server error. This link is now disabled, as it should be, because non cabinet members should not be able to access the Cabinet Home Page. 
  • Rename workspace: Fixed an issue where if the user accessed the workspace's Edit Profile page they could change the name of the workspace without having VE rights to that workspace. Now, users without VE rights to the workspace cannot modify the name/title of a workspace from the Edit Profile page. 
  • Date format on Document Status dialog: Fixed an issue on the Document Status Alert dialog (the dialog that shows when a user attempts to check out a document that is checked out to someone else). We now display the date correctly based on the user's region instead of showing the UTC offset in plain text. 
  • Dynamic attributes with Default From: Fixed an issue with the controlled/dynamic attribute in a dynamic attribute pair when the controlling attribute defaults from another profile field. In this scenario, uploading a document to a location that did not complete the profile of the controlled attribute in the relationship would fail. Users experienced this in situations like uploading a document from our mobile apps or ndThread.

API Changes

  • Reduced cost for /v1/group: Previously, some calls to /v1/group cost up to 100 API points. In light of infrastructure improvements, we are able to lower the cost of adding and removing users via POST /v1/group/{id}/members to 10 API points. 
  • Multi-value profiles (MVP) Determined by another MVP field: Fixed an issue where one MVP which was determined by another MVP would not get the proper values set if the REST call PUT the values for the determiner in the body of a request. Now, when a PUT call is issued to update the values in the MVP field that is a Determiner field, the Determinee field gets the appropriate values too. 
  • Removed attributes are now ignored: When making a PUT /v1/Folder/{id}/info call in a cabinet where a Prompt-if-Empty attribute used to be present but has since been disabled on that cabinet, we now no longer give an error about that disabled attribute and the call succeeds properly. 

 

Released to beta servers:
17 Jan 2021

 

Released to GA:
21 Jan 2021

 

21.1.0 Web Release

New Functionality

  • Login Page SEO: Added additional SEO to the login pages so users can more easily find the login page for their given service region via an internet/Google search. 

Issues Addressed

  • Secure Link Expiration Date: Fixed an issue where no matter what the actual expiration date is of a secure link (document delivery), the expiration date that would be displayed in the email to the user was the default cabinet expiration date. The expiration date shown in the email now matches the expiration date set by the sender of the secure link. 
  • Workspace creation: Fixed an issue creating workspaces as follows. If a workspace attribute (e.g. Matter) has a dependent field (e.g. which either Defaults from or is Determined by the Matter type) but the key in the dependent field's Type column of the lookup table doesn't match any value in the dependent field, that workspace would not be created when the first user attempts to visit it. The workspace in this case is created properly now. 
  • PUT /v1/folder/{id}/parent: Fixed an issue where if a parent folder was attempted to be filed via the API into one of its own subfolders (or somewhere further down the folder branch/ancestry), it would succeed which would then lead to problems later. We now prevent API users from filing a parentfolder into any of its ancestral subfolders.

Additional Changes

  • WebDav: Per our previous announcement, WebDav functionality has been retired and removed from NetDocuments.

 

Released to GA:

09 Jan 2021

 

20.26.0 Web Release

NOTE: This beta period is a 3-week beta period instead of our normal 2-week beta due to the holidays. 

New Functionality

  • Right-click menu: Added the following options to the right-click menu for the Favorite Documents list view: 
    • Deliver a secure link
    • Edit profile
    • Modify access

Issues Addressed

  • SyntaxError when logging in: Fixed an issue in some environments where an error which says "SyntaxError: Failed to execute 'open' on 'XMLHttpRequest': Invalid URL" would appear after logging in. 
  • Append versions error: Fixed an error when using the Append Versions option on 2 or more documents. 
  • Document report in a Collabspace: Fixed an issue where if an external user requested a document report for a Collabspace, it would not succeed. 
  • External users get ndClick message: Fixed an issue where external members would get alerted that ndClick was not running. External users no longer get this message (Note: this was released in 20.26.3+ builds)
  • Internet Explorer: Fixed an issue with slowness in Internet Explorer. (Build: this was released in 20.26.4+)

 

2020

For 2020 web refresh updates, please see this article: https://support.netdocuments.com/hc/en-us/articles/360038092552