Version 4.5 Appendix 2 – January 2015 Additions

Janauary 2015

(License and service agreement required)

Document attachments are mirrored to cloud folders and can be updated/added from Box.com, Google Drive, Microsoft OneDrive, AWS S3 (and others)

DocType Tool – Includes “publish-to-Cloud” flag.
DocStatus – Supports document statuses that are published to the cloud and other options (See KBA-01588).
System Admin | Cloud Drives – Allow you to configure your Cloud drive storage providers, and Project Setup tab selections.

FileCatalogConfig | TemplateAttachEdit rule – Allows configuration of Templates opening for edits when newly added – or a just a simple add (editing is still available by clicking the file’s Edit icon).
Assemble Page Numbers – Supports adding Page Numbers to the Assembled PDF file: Start At and S.
DocType Tool – Includes “publish-to-Cloud” flag.
Priority – The Priority drop-down on the Routing grid can now be customized (label, visibility, read-only) and moved to the Document Header.
Note: The Priority field should only be visible in one location on the document.
Email Response Wizard – now supports File uploads, Route Instructions and Page timeouts.
Item tab – The Item tab filter will now include a filter for Shop, if Shop is added to the Doc Items part.
Adding a Cost Code – This functionality has been improved.

DSIG_ prefix – This new prefix will print the contents of the Signature field on the Contact Record. This field can hold a signature image file. See KBA-01586 for info on uploading image files to HTML fields.
FNTX_prefix – This new prefix print a number as text with no Dollar formatting.
Inclusion (exclution, etc.) – These bookmarks now support xFilters.
xFilter & xSort – These functions now support filtering or sorting of data in a table as long as the table is bookmarked as Tablexxxx or xxxxTable.

ATC: SET – This workflow function now support =@.fieldname.
ACT: EXIT THIS – This now workflow function supports exiting the loop when the first matching data is found.