Release Notes RESOLVED NEW NEW

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1 Resolved a bug where pages in batch review were being saved by how they were selected and not how they appeared in the list. Resolved a bug with large PDF files not saving correctly through Drag and Drop mode. Resolved a bug in InZone where the document window was not defaulting to Fit Width. Resolved a bug with the document window reverting to the background through Batch Review. Resolved documents with mixed resolutions will now display correctly in Intact while zooming, magnifying, or rotating. New Added setting to bypass need for selecting Domain during Document Approval. Setting is stored in cmn_cd: (APPR_DOM, [yourdomainhere], SETTINGS). You can turn this setting back off by either deleting the entry or setting it to "Database Authentication" New - Added a %UniqueID% field to the business layer to allow for substitution of a Unique ID on definitions. This can be turned on by adding UniqueID = True in CMN_CD. New - Added the ability to default to the last used definition or type in the document window. When switching types on the Add Document window, it will default to the first definition in the list instead of none. This can be turned on by adding REMDEFTYPE = True in CMN_CD. New - Added ability to see Line Item data. (This is custom to OGSYS SQL Databases). This can be enabled by adding 'GUID_LINE_ITEM' to the beginning of the GUID on a document_type (and rule guid for that type). New - Line Item View: Moved name fields to the end of the grid.

2 Resolved a problem where Intact Reporting's 'Document Search Tool' feature would cause an error while trying to configure. Resolved a problem where selecting a type in batch review would cause the definition to be lost and the document to be misfiled when trying to attribute the batch. Resolved a problem where the Intact.Recognize application could have left documents unrecognized. Resolved multiple Document Approval issues. Resolved an issue when Intact Search was maximized. Resolved an issue where document permissions were incorrectly restricted when saving a new document. Resolved an issue where Batch Review could case extra temporary files to be persisted in the IntactStorage\Storage\Temp directory. Changed the filename of the current file into the titlebar on the "Attach to Scan Ticket" window in Drag/Drop and the Intact Printer. Changed the thumbnail view of the current file into the "Attach to Scan Ticket" window in Drag/Drop and the Intact Printer. Changed document window to remember its previous size and location and zoom setting (either Fit Width or Fit Height) during batch review attribution. New - When the "Ignore Definition Filing Rules" option is checked, Intact will no longer prompt the user to remove the definition from the document when moving or copying documents in the organizer. New - When using "Add to Document" in Batch Review, the document window no longer opens behind the main Intact window. New ability to type folder numbers from the "Add Storage" selection dialog from the document window.

3 Resolved a problem in inzone where "Token" text processing was not recognizing a single character value if the single character was the last character in the string. Resolved a problem where supporting page files were not being cleaned up during a document delete. Resolved a problem where using Batch Action > Save As was truncating exported file names and overwriting files with duplicate names (as opposed to creating new files). Resolved a problem where using Batch Action > when exporting multiple documents with the same name caused an Error 53 in the outlook client when sending/closing the generated . Resolved a problem where running automated inzone with users from multiple locations would sometimes store the final files in a different location. Resolved a problem where exporting an ipack Viewer was not exporting any of the static files. Resolved a problem where Intact would freeze when saving a user in user administration if the collector path was set to an invalid UNC path. Changed logging to add machine name and user name into the each log statement. New - When the "Ignore Definition Filing Rules" option is checked, Intact will no longer prompt the user to remove the definition from the document when moving or copying documents in the organizer. New - When using "Add to Document" in Batch Review, the document window no longer opens behind the main Intact window. New ability to type folder numbers from the "Add Storage" selection dialog from the document window.

4 Resolved an error when expanding the first virtual node in the organizer when a new 1st folder has been created. Resolved a problem where attributing a document through Batch Review or Key From Image focus was not in the first available custom field. Changed the warning messages received when deleting documents/folders from the organizer (can improve delete performance on large databases). Changed memory handling to prevent memory usage from growing over time while using Batch Review. New - When performing a search within Intact, the first result now has focus (and any applicable thumbnail is shown). New option for DragDrop/IntactPrinter to rasterize PDF documents and convert the resulting image to bitonal.

5 Resolved an issue where subsequent rotations of several pages from the document window would not work. Resolved an issue where users logged in via a domain would not be able to launch document approval from the menu. Resolved an issue where definition storage rules were being truncated to 255 characters. The full limit of 1024 characters is now available. Resolved a problem where inzone was crashing while trying to read a Code 25 barcode from a specific type of images. Resolved an issue where fresh installs were not able to view documents without opening the advanced security window first. Changed the cleanup time on the %temp% folder for inzone. Previously, InZone was creating temporary files in the windows user s temp folder and wasn t always being removed when they were done. Changed some windows to support different Windows Font sizes by scaling to the DPI rather than the Font size. o Login Form o Document Action (drag and drop > Post-login) o Document Approval (fixed the high-lighting issue of menu bar) o Insert Pages (within Document View) o Select Pages (within Document View) o Delete Pages (within Document View) o Notes Panel (within Document View) o Add Notes (from within Document View) o Versions Panel (within Document View) o Add Version (from within Document View) o Intact Licenses (frmlicenses.cs) New - ipacks can now be exported with images greater than 2 GB of images New feature that will allow you to delete documents when opened from Key From Image.

6 New feature to ignore definition filing rules on the document window. When this option is chosen (in Tools > Options) document attributes like Title and Summary are not read-only when a definition is selected. New option to convert a PDF to a native document that can be launched with adobe if a PDF cannot be printed due to memory constraints. cmn_cd setting for Generate Portfolio: When enabled, the generate and print checkboxes will both be set based on the checkbox when configuring the Portfolio. Previously only the print checkbox was affected by the configuration. cmn_cd setting: (GenPortPM,True,SETTINGS) New support for converting and recognizing PDFs with a large number of pages (400+) in Batch Recognize. New icons on many windows with the new Intact logo.

7 Resolved a problem in Doc Approval where users were not able to approve documents. Resolved a bug where clicking on the document window's "Page" TextBox would cause the application to hang if an active custom field edit was in progress. Changed behavior of the Save button in Doc Approval - now only saves documents that are checked in the grid. Changed recognizing an already searchable PDF will no longer use OCR to read the text. UPGRADE Upgraded the OCR engine used by Intact SMART. REQUIRED FOR CLIENTS AND UP

8 New thumbnail view of the first page of an image document to the search results window. New hourglass in the document window when performing a "retrieve" while the query is executing. New Intact Reporting Utility into the Intact client. New functionality to Batch Review to continue adding pages to the current selection whenever the user presses the down key. feature where a user is given the ability to convert a PDF to Native when the PDF is unable to be opened due to the size of the images in the file. Resolved a problem where rotating multiple pages of a PDF would not save correctly. Resolved a problem where temp files during scanning are being saved to the default location rather than the user's current location. Resolved a problem where adding pages to a document would sometimes seem to add them in an incorrect order. Resolved a problem where files were being removed after being added to a document using Add Image File. Resolved a problem where the Document Approval was not defaulting to the user's windows domain while approving documents. Resolved a problem when batch recognize runs out of memory, it no longer keeps trying to process documents.

9 New 'retrieve' capabilities within the document window to retrieve from other records of the same type stored within Intact. New rotating image pages in DocApproval now saves the rotations during save. Resolved a problem where a definition with only two letters or less (e.g. "PO") would not populate documents in Key From Image. Resolved a problem where the top custom field is changed when focus is left on a date field and pressing the 'Scan' button. Resolved an issue where an extra Power User license would remain consumed after using inzone (stand-alone or via the Intact Printer or DragDrop). Resolved an issue where dates were being displayed and used in definition naming. Resoled an issue with compression where file sizes when ing were larger than expected. Resolved a problem with storage filing creating an extra root folder called "Intact Storage" if the definition storage rule started with "/Intact Storage". Changed the outlook plug-in to copy over data to custom fields on the document when using Attribute Now or Attribute Later. The plug-in will also update the document Name, Summary, and Author like previous versions. Changed the scaling mode on the Print Images window so customers can find the print button when they increase the windows font size on a low resolution monitor. Changed the Active Directory domain login so it is no longer tied to the license. Changed the behavior of the "Remove Definition" prompt that was added in to only show if the selection contains at least one document with a definition. Changed the location of the advanced security in the administration menu.

10 New legacy mode to determine which page the user is returned to after inserting new pages to a document. The software currently changes the page to the first newly added page. When legacy mode is checked, the page is changed to the first page in the document. New Print current document' option to the Document Approval window. New installer now opens port 3826 during installation for communication with the License server. New installer now does not install certain workflow-specific dll's to the Action Service directory when installing the action service. New warning dialog when saving an office document that prompts changes in the preview will not be saved. Resolved a bug where virtual nodes did not display correctly in the 'Storage Selection' dialog. Resolved a bug where occasionally custom field data would copy onto other fields when the custom field grid lost focus. Resolved a bug where notes marked as private lose their privacy setting when copying the document through the organizer. Resolved a bug where opening the person maintenance window multiple times would cause a runtime exception. Resolved a bug in the document window where the recognize checkbox was not automatically checked when the current document type has recognize checked. Resolved spelling mistake on the Drag and Drop / Intact Printer action menu. Resolved a problem for customers upgrading to who are still using MSDE/SQL2000 databases that could not open documents after the upgrade.

11 Resolved a problem where "Attribute Now" in Drag Drop / Intact Printer always used admin as the owner. Resolved a bug where clicking in certain rows on the Type Maintenance window would cause an error message to show up. Resolved the font color on the login window for inzone, Audit Trail, et al. Resolved a problem where adding a sample file with impersonation turned on caused an error. Resolved a problem that was caused by moving an entire folder. The storage source now changes to manual for any documents affected by the folder move operation. Resolved an error where batch review would error when using Quick-save or Add-to-Doc when the document does not have a definition. Resolved a problem where inzone documents were always being saved to the default location rather than the location for the current user s role. Changed the message when deleting only folders from the Intact organizer. It no longer mentions deleting documents if no documents are in the selection (or in a subfolder of the selection). Changed the alignment of the 'Title' label on the document window so that it lines up with the other attribute labels.

12 New Advanced Security Panel to the administration menu. This allows managing definition level security as well as assigning department managers and folder-owners. Each definition can enable/disable roles from viewing or creating definitions. Without the view permission, users cannot open documents in the organizer or from search results. Without create permission, users cannot see the definition in places where creation is allowed New "Remove Permissions" menu option to the organizer available only to administrators and folder-owners. It removes all permissions from the selected folder and all sub-folders (except for the administrator and folder-owner). New mouse-wheel scrolling in Document Approval window. New window in the Portfolio Manager to manage the OCR Lettersets for use within inzone.

13 Resolved a problem where Key From Image did not reassign the owner of the document when saving it. This causes documents that come in from sources that auto-assign admin as the user (such as hot folders) to remain owned by admin rather than the user who keyed them in. Resolved a bug where the recognize box was not being checked when selecting a definition when the document was being attributed by a document with separator pages. Resolved a problem in the document window where the title/summary information was being disabled after changing types, even though no definition was selected. Resolved a bug where document note changes were not being logged in the Audit Trail. Resolved a bug where page files would go missing after deleting other pages. Resolved a bug in thumbnail scrolling so that if you are viewing a thumbnail and delete the current page, the correct thumbnail is scrolled back into view instead of returning the list to the first thumbnail. Changed Intact Authentication to show the full domain name (e.g. INFOD.COM instead of INFOD). Changed the Key From Image drop-down to only show definitions that have documents in the corresponding routing folder (and that the user has permissions to see).

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