11.5. v v v. v Automation. DOCSVAULT SB Edition Document Management System for everyone. What's New

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1 What's New 11.5 DOCSVAULT SB Edition Document Management System for everyone v v v Centralized Documents Intelligent Data Capture Secure Documents v Automation Backup and Records Retention v

2 What's New in SB Edition What's New in v11.5 New Features New Favorites Interface in Desktop Client A new Favorites Toolbar makes it super easy to get to your important folders and files. Favorites can also be easily accessed as a dropdown list if an entire toolbar is not desired A new Manage Favorites dialog allows you to add, remove, rename and order your favorite folders and files Favorite items can be renamed to anything you want without affecting the actual folder and file names Full Windows Screen Scaling: The desktop client now fully supports screen scaling to zoom up contents for better visibility Profile/Indexes: Numeric Index Field Masks: You can now apply a predefined validation mask for Numeric index fields (e.g. integer, float values, currencies, percentage, etc..) Search: New search option that allows you to search for an empty index value. For example: Doc. Status = is empty More options added to date dynamic variables such as next week, this week, and last week Office 2019 Support: Added support for the new MS Office 2019 suite Create PDF Versions: new right click menu Create PDF Version available for common file formats like Word, Excel, CSV, txt, Tiff, images, etc. Max Login Attempts: Introduced Login settings where you can set a maximum number of login attempts for users Automatically deactivate user s account when a specified maximum number of failed login attempts are exceeded Easily track failed login attempts highlighted in red in Connection Log MS SQL Server: Docsvault will now use SQL 2014 Express Advanced Services edition by default Enhancements Scan Module: You can now resize the left panel in the scan window Sort and Filter: You can now Sort and Filter the File List View, Workflow List and Search List in the web interface Bug Fixes Fixed issue of prompting validation message when "SA" user password is blank while configuring Docsvault Server Changes Auto OCR version ownership: Ownership of OCRed files will now be assigned to the default Docsvault System user instead of the main Admin user The default search criteria match has been set to Exact Phrase match Administration: Renamed "Connected Users" node to "User Connections" 2 Docsvault Small Business Edition

3 What News in v11.0 New Features: Version Control: Multiple Formats in Versions: You can now save versions of documents in different file formats. Example: A word document can now have a PDF version available to all users and reverted to word format for changes and updates when necessary. Create PDF Versions: new right click menu Create PDF Version available for common file formats like Word, Excel, CSV, txt, Tiff, images, etc. New option to convert supported file formats to PDF when checking in a document Import new version of a document in different format using the right click Import New Version option New Docsvault User Index: A new versatile users/groups index field that allows for creating lists of Docsvault users or groups that can be assigned to a document s profile. Example: Document Approvers, Sales Person, Managers, etc. This user index field can be used to assign a workflow to the right people automatically Interface: All user selection dialogs will now display user s full name instead of just their login names Security Change for Folder Moves: - If security is custom at source, it will remain custom at destination - If it is inherited from parent at source, new security of destination parent will be applied to all subitems, except for those items that have customized security - Above security rules will apply to security changes during document status changes as well, if applicable Security: o Reinstated hierarchy of rights in security table o At least one right needs to be selected to add a Group to a document s security Scanner: Added default scanner option in scan job settings Reintroduced panel for on the fly scan parameter changes without having to select separate scan jobs Many new dynamic date search conditions in advance search and reports. Example, search within x days or last/current/next month, year, 3/6 months, etc. Streamlined profile fill-up by smartly moving focus to next field automatically Implemented a partial string search in various text based index fields Added keyboard shortcut (Ctrl + Shift + N) to create new folders Main Interface: Double Click profile panel to open up the edit profile in separate edit profile window. Audit Trail: When username is changed, old username is now preserved instead of displaying the new username in audit logs format enhanced for.msg and.eml files when exported as PDF from Document Preview Docsvault Navigation Dialog: Columns are resizable and path column is wider by default PDF Viewer: o Next/Prev. document navigation added to bottom status bar o Added right click menu and document Page Layout buttons o Zoom mode added and it is remembered as user preference o PDF viewer scroll mode remembered as user preference o Search term highlighting in PDF viewer when opened from search results Bugs: Fixed issue with delete document button not working in import dialog Removed use of local xml file creation in temp folder on every file selection to hold profile values Fixed clearing of name after scanned files were imported Fixed issue with adding more than 100 users in one security group Scan description is now cleared for each new scanned document Resolved issue with auto file naming and profile value updates in scan interface Many minor coding and enhancement bugs squashed! What's New in SB Edition 3

4 What's New in v10.7 New Features Auto import based on Profile Values The new Filing Template feature can automatically file documents in folders based on the index values that are applied to document at the time of scanning/importing. It also allows you to automatically name the file, add description and notes based on index values. New Scanning Interface Folder Scan: Allows scanning from simple folders instead of scanners. Helpful when scanning from remote scanners or from non- TWAIN compliant scanners. Enhanced Scan jobs with automatic post scan correction options New Profile and Location based scanning panels Unified scanning interface for both single and multiple document scanning Enhancements For the Administrators: Administrators can now manage the following additional settings from the client side Administration menu: - Default Site URL: Allows setting up default site URL for the Docsvault web client access used in shared links, workflow links, etc. - Setup/Alerts: Setup outbound SMTP credentials for outgoing s from Docsvault The Users/Groups lists now display the total count at the bottom of the respective dialog. The list can also be exported out using the export button. Firewall Exception: Docsvault configuration process will now add firewall exceptions for all network types (domain, private and personal) Easy Undo Checkouts while Checking In A new button on the checkin dialog allows users to undo a checkout right from the checkin dialog abandoning the checkin while also freeing up the checkout lock User Interface: New option for users and admins to disable any root node in the left tree panel to simplify the interface. Works in both the desktop as well as web app. Central Checkouts and Checkins: The Edit in Docsvault option for PDF files now checks out files centrally so users can continue to edit the checked out PDF on other desktop clients. Administrators & users with undo checkout rights can now check-in centrally checked out documents by others from within their own logins Added new option "Edit in Docsvault" in the file open prompt PDF Viewer/Editor Features such as Zoom in, Zoom out, Rotate and print added in PDF Options > Reorder and Delete Pages dialog PDF Viewer with Thumbnails view: New Docsvault PDF Viewer with several tools that makes reading, navigating and using PDF documents much easier Recent Documents: Users can easily jump to the original location of a file/folder using the 'Open File Location' menu item Docsvault Navigation Dialog: User can now see document paths in search results within the Docsvault navigation dialog Audit Trail: Logging few more actions performed on mobile app in Audit Trail log 4 Docsvault Small Business Edition

5 Fixed: Fixed the issue of incorrect search result with special character Fixed the issue of incorrect order of sorted files when you import files via Import button Fixed issue with entering index value not working using enter key on the keyboard Fixed the issue of index column not displaying in the center list view with wrong value in date format Fixed the issue of xml file not updating on resetting personalized settings of users Fixed the issue of reordering and delete pages in PDF Editor Changes Option to predefine index values in a folder template has been removed Removed the profile mismatch dialog when moving documents between folders with mismatching available profiles. Documents will take their profile with them irrespective of the available profile settings at destination folder. What's New in SB Edition 5

6 What's New in v10.3 New Features Security: Introduced a more flexible method of applying 'Default Security' rights to users/groups. Instead of following a strict hierarchical order of privileges, you can now assign higher rights but still remove certain lower rights as required in some situations. Cabinet/Folder Ownership: Changed implied security behavior so that even individual owners of a documents cannot remove users/groups with the "Change Security/Change Owner" rights on any file or folder. This change now makes it possible to assign ownership of cabinet or major folders to users who cannot be removed from security table of any files/folders created under it. User Listing by Group Report: A new report added in Docsvault Server Manager where admin can get list of users in a group. Enhancements Outbound s: The s send via Docsvault system will now display SMTP address in 'From' field of the message (as configured for outbound setting in Docsvault) on behalf of the actual user . The is to achieve higher rate of SMTP Server compatibility and help them separate legitimate from spam and phishing campaigns. Sort List Views: Locate data in several list views faster by sorting desired column in alphabetical order (ascending or descending). Improved the speed for retrieving logs. PDF Options: Changed the reorder/delete interface and added new controls such as zoom in, zoom out, rotate and print AD Users: Added OU filters to narrow down the scope of search for active directory users allowing quicker retrieval in large scale active directories Checkout Folder Cleanup: Empty folders will be deleted automatically after the checkin process Changed the behavior of 'Save' button in PDF Editor. Now you can save the changes and continue working on the document Fixed Fixed renaming folders in Folder Template Fixed the issue of searching files and folder in open-vault (Import) dialog box when saving from outside Docsvault Client (via 'PDF Printer' and 'Send to Docsvault') Fixed Section values not being remembered during move operation Fixed import in local filling area if there was an s in folder/file name Fixed loss of icons in explorer navigation in some situations Fixed the visibility of deleted users in connected user list 6 Docsvault Small Business Edition

7 What's New in v10.0 New Features New PDF Editor Completely New Docsvault PDF Editor with many new features & enhancements: - A full-fledged PDF editor with extensive support for annotations, redactions and editing tools - Add watermarks, bates numbering and e-signature - Add comments with advanced features such as flattening, summarizing, importing, and exporting comments - Support for creating and filling PDF Forms Note: All custom stamps created by users in the previous versions will be lost. Dynamic Stamps capability in the PDF editor has been deprecated. Tasks Calendar: The new Tasks Calendar under My Workspace area allows users to view their active and overdue document and personal tasks. Client Side Admin Options Many of the administration items have now been made accessible from the client side as well so that administrators do not have to login to the server side for frequently used admin tasks. Admins can now manage users, profiles and indexes, etc. right from the client side. Document Profile Mass Update A new option to update profile and/or index values for entire folder structures. The option allows for update of both profile & index values or only specific index values irrespective of a document s current profile. Folder Templates A new General tab in Folder template allows you to select custom folder icon, add description and apply folder template restriction at any sub-level Creating new folders using any Folder Templates will automatically inherit required index values when auto creating sub-items Folder Templates Restriction at any level You can now maintain consistency of your folder structure by specifying a predefined folder structure to be used under any cabinet or folder. This will mandate the use of a predefined folder template when creating new folders under a specified cabinet or folder. New User Group Everyone : Introduced new 'Everyone' user group. All regular users(excludes Read Only) of Docsvault become members of Everyone group by default. The Everyone group is useful for applying permissions and controlling access to resources that should be accessible by all users of Docsvault. Import New Version: This new option allows users to import new versions of documents from outside Docsvault with a simple right click menu Checked Out Files Alert: Added an option to alert users about checked out documents when exiting or logging out of Docsvault Enhancements - Added option to reinstall Docsvault PDF printer from Tools > Options > Others in the Desktop Client application - Added support for new MS Office 2016 suite - You can now add folder notes while creating a new folder - You can now quickly open the parent folder of the file/folder associated with a task by selecting the 'Open Location' option in the attachment s context menu - Users can now set their own time to show popup alerts before they disappear - Unique value feature now available for numeric and date data type to avoid duplicate index values - The source security of files & folders is maintained when you move documents from one location to another. This is a change in behavior from earlier versions where the moved items were assigned the destination location security. - Redesigned the activation form and removed additional fields to make the activation process faster - Docsvault user's full name is also available as an option in dynamic index fields What's New in SB Edition 7

8 Fixed Fixed the issue of description and filename getting lost on changing the profile while importing the document from the scan dialog. Fixed the issue of nodes being visible when services are stopped in Docsvault Server dialog. Fixed the issue of OCR service getting stuck under certain scenario. Fixed the issue of 'Apply to all user' option not working while applying system rights to all users in the Edit Group dialog. 8 Docsvault Small Business Edition

9 What's New in v9.0 New Document Status Feature replaces the old Flag system You can now customize different Document Status (Draft, Published, Finalized, etc.) with corresponding flags, security and ownership changes Change in Document Status can automatically trigger a corresponding change in ownership, security and flag of a document Option to retain versions of documents in any particular document status Create separate Shared Links for any previous versions too in addition to the latest version of the document Only Owners, Admins and users with overwrite rights can change document status without creating new version to prevent unauthorized change in Document Status If allowed, normal users can still create new versions of documents until its finalized Custom Alerts on Document Events Users now have an option to send alerts to other people in addition to themselves. This option is a good way for administrators and managers to setup alerts on any files or folders in Docsvault for a group of people. New Batch Folder Creation Administrators can create new folders in batch using data from simple CSV file When cabinets are set to use any particular folder template, the batch folder creation will create entire folder templates as necessary Duplicate Files Finder A new feature to easily find duplicate files in your repository by name or by size You can restrict the scope of your search to any particular cabinet or folder Results can be filtered further or exported out for further manipulation in other applications Request for Check-In feature A one click option to create a notification task requesting check-in of a currently checked out document New Document Profiling Features Index value AutoComplete feature is now optional and can be set from the Options dialog Delete erroneous or unnecessary previous index values from the value suggestions dropdown list with a simple click When index value is set to inherit from parent folder, values will be inherited even if a different profile is assigned to the parent folder File Name Templates based on index values now work for naming folders as well Numeric index field values do not use comma separator anymore Document Versions You can now directly export individual document version from its Version History. A new server side option to enable automatic appending of version numbers to documents being exported manually by users from the Desktop and Web clients Enhancements PDF Redaction and Image Correction You can now save or your edits directly from the Image Correction window making redaction of documents very simply without having to create a new version New 'Flip' control added: This tool helps you flip image vertically creating mirror image Changed menu name from 'Image Correction' to Image Correct and Redact under PDF options menu Profile Search Enhancements Dynamic date variables for Date type index fields. Ex: Today, Tomorrow, Next Month, Last Year, etc. What's New in SB Edition 9

10 Custom Index Field Validation Masks Revamped the interface for applying masks to index fields for data validations Backup Enhancements You now have an option to split the backup file into multiple files leading to faster backups using multiple threads as well as producing smaller manageable files that can be moved across the network or uploaded to the cloud easily. Docsvault now performs DBCC checks to ensure the integrity of the current database before actually taking backups. A warning message is displayed if the DBCC integrity check fails. Document Tasks: Added Check In and Digital Sign options in right click menu for attached documents Changes Notification dialogs in system tray remain open until users close them manually 10 Docsvault Small Business Edition

11 What's New in v New Features Profiles A new naming template allows you to automatically name the file being imported and add description or notes based on index values entered by users. Indexes Dynamic Index Values: o You can now setup index fields to fill up dynamically based on current date/time or current username o New auto increment/decrement for numeric index values (ex. for auto increment of revision #) o New inherited index values (or sticky values) that flow from parent folder to its sub-items o You can even lock an index to prevent further editing once it has been assigned during the import process. User Defined Validations: o Index Field Validation Masks: You can now apply a predefined validation mask or create your own validation rule for index values (ex. social security #, phone # etc.) o A new unique index feature to avoid duplicate index values. New Top Level Profile: You can now view the profile of top level folder under any cabinet (1st level folders) in right information Panell in addition to the sub-items own profile values. Enhancement/Changes Digital Signatures: New drag and drop annotations added for First name, last name, initials, full name, date, , company name, free text. You can add document notes, set/change folder section, initiate new workflow, and set/change flag while checking in a document. You can also notify the file owner, and/or other Docsvault users about the changes made while checking in a file. Importing files/folders: You can now flag and enter document notes for documents while importing. Any members of the administrators group can now edit the profile of the default admin user (Docsvault Administrator). Configuration of Task Alerts in Docsvault client moved from Alerts to Tasks in the user options dialog Saving files using the explorer (windows save as dialog) does not keep the file checked out by default Fixed Fixed the issue of conflict between Salesforce and Docsvault Add-in plugins in MS Outlook Fixed a sorting issue in the left folder tree list in some cases Fixed issue with importing files larger 300 MB size from desktop client Sorting list and tree view jumped sometimes when trying to drag and drop in them. Fixed issue with remembering bottom panel hide settings in desktop client Fixed issue with deleting source file after successful import in some cases Fixed issue with section description containing a comma character (,) not updating properly from file Properties Dialog Fixed issue with last Doc. note being persistent even after relogin in the desktop client Fixed issue with changing digital signature certificate on server side What's New in SB Edition 11

12 Whats New in v8.0 New Features Digital Signatures Digital Signatures use unique digital certificates issued to individuals for signing documents. Digital signatures are legally binding and are a preferred method of signing documents for compliance with various standards & regulations as they preserve the document s integrity (Signatures are invalidated if any change is made after signing), verifies the identity of the signer and provides for non-repudiation of signatures within and beyond your organization. This add-on enables Docsvault users to sign, authorize and approve electronic documents without printing them out and signing them by hand thus saving paper, time and money. Digital Signatures help in implementing seamless workflows that are uninterrupted from the burdens of having to print and rescan a document just to get approver s signatures. Restrict Folder Templates for a Cabinet Maintain consistency of your first level folder structure by specifying a predefined folder structure to be used under any cabinet. This will mandate the use of a predefined folder template at the root level of a cabinet when creating new top level folders. Support for UTF fonts Docsvault now supports UTF characters expanding its support for languages around the world New Log New User Connection Log allows the administrator to monitor successful and failed logons and logout attempts made by users. This log can also be exported/printed out as a report. Concurrent User Licenses New concurrent licensing model introduced with this release can allow multiple users to share a common pool of license. This type of licensing is useful when you have occasional users who can share a connection license and do not need a dedicated license. Enhancement: Task Panel in MS Word You are now able to add or edit Profile/indexes, notes and description of a document opened for editing right within MS Word Title Bar in MS Office Applications You are now able to view Docsvault file ID and version number along with the file name in the title bar of MS Office applications Capture Add-on Docsvault now also supports POP protocol for capture Each capture job can have multiple rules defined with multiple storage destinations. This allows for proper filing of documents in their respective folders based on predefined rules. Example: Automating storage of project s in corresponding project communication folders. You are now able to capture desired s starting from specified date You are now able to clone rules and jobs instead of creating new ones from scratch Advanced Profiles Add-on Consolidated database connection links to reuse the same connection for different primary/dependent indexes Standardized database query syntax for all types of database such as: MYSQL, Oracle, SQL Server, etc. You are now able to auto fill dependent index values using Advanced Profiles in Docsvault Web Client 12 Docsvault Small Business Edition

13 Fixes Fixed: Issue of folder section not being populated while importing files or moving files from one folder section to another Fixed: Sort icon not visible in column headers in the file list view Fixed: Incorrect display of files sorted by dates Fixed: Issue of not remembering size and position of import form Fixed: Issue of not remembering height of Profile, Document Notes and Document Task panels on the right side in the main window Fixed: Issue of Check Out/View option dialog box not being displayed on double click of a file under Recent Documents node Fixed: Issue of not remembering size and position of right panel in Filing area Breaking Change: Since the Advanced Profiles add-on has been structurally changed for enhancements, all external profiling rules will be deleted during the upgrade. Please make a note of all such profiles and their settings before proceeding with the upgrade to easily recreate these jobs post upgrade. Note that no previous profiling data will be lost. This change only applies to customers using the Advanced Profiles add-on for fetching index values from third party databases. What's New in SB Edition 13

14 Whats New in v New Features PDF Correction Tools: A new toolset to correct PDFs with features like redact, erase, edge cleanup, straighten crooked pages, adjust clarity and many more New Advanced Profiles Add-on: o Use data in external applications like CRM, Accounting, ERP, etc. to fill up profile values in Docsvault o Auto fill dependent index values using custom queries to external databases o Create conditional value lists depending on values chosen for previous indexes TIFF to PDF Auto Conversion: Option to convert TIFF files to PDFs automatically and OCR them creating searchable PDF files Image to PDF Conversion: Convert any image file type (jpeg, bmp, png, etc.) to PDF with a single click Enhancement/Changes Automation Add-on o Auto ing Jobs: The date format will now be displayed as per the localized format specified in the server operating system Security: The right to move (Cut) a document is now associated with 'NewVersion' right instead of the 'Delete' right. This allows moving documents and folders within Docsvault even when the user does not have delete rights Scanning Interface: Ability to redact, remove punch holes and edge cleanup added to post scan processing in the scanning interface Fixes: Fixed: Issue while updating access date of file/folder in specific operations Fixed: Issue of Check In option not available when multiple Excel workbooks were opened Fixed: Duplicate s won t be send if same address is assigned as 'To' and 'CC' while sending auto from Auto Sender feature Fixed: Solved the issue of checked-out documents not being retained during specific errors when checking-in files in some cases Fixed: When resizing Outlook window, 'Save to Docsvault' icon does not get suppressed anymore Fixed: Capturing same multiple times in Capture module under certain scenario solved Fixed: Solved the issue while opening embedded OLE objects in MS Word Fixed: Issue while saving file from MS Word into Docsvault if the default file format in MS Word is changed from its default value Fixed: Issue of tracking activities performed by the external users in Audit Trail Fixed: Issue of annotations being lost on scanned images post OCR process. Annotations will be burned into the image permanently 14 Docsvault Small Business Edition

15 What's New in v Enhancement/Changes Selecting Docsvault connection from a drop list: This option now allows users to easily switch the Docsvault Server connection in the desktop client login form when working within local or remote networks. Advanced Import Add-on: o You can now capture files from watch folder based on the file extension e.g pdf, docs, xlxs. o Added option to import files without corresponding index values in 'Actual Files W/O Index' added in Capture Type - Step 2 of Advanced Import Document Task: An alert message will be displayed when assigning a document task is assigned to a user if that user does not have 'read' rights on the associated documents Deactivation: Administrators can now deactivate their license from one server machine to set it free for activation on a new server machine. Capture: Now the default option for Capture Rules Configuration - Step 2 of Capture is set to "Match any Rule". CD/DVD Burning: Burn to CD/DVD feature deprecated due to diminishing use of CD/DVDs for data storage Initial Configuration: SQL connectivity method to customers own SQL servers replaced by more robust and quicker TSQL method Fixes: Fixed: Issue of 'All Indexes' button displayed as disabled in Properties > Profile tab under certain scenario Fixed: Issue of crashing in Word with embedded excel file in a document. Fixed: Issue of not being able to open the folder from folder search results in the left tree panel Fixed: Incorrect location displayed in Alert when any files/folders are exported from the search result. Fixed:Issue of Rubberband OCR not working in SB v7 What's New in SB Edition 15

16 What's New in v7.0 New Features Automation Add-on: This add-on consists of following features: o Capture: A smart way to capture s from your company servers, servers hosted with ISPs and even from services like Gmail, Hotmail & Yahoo. It is smart enough to allow you to capture only desired s and attachments, so that your faxes, orders and other important s can be captured directly to your Docsvault repository without having to search through them manually in your mailbox. o Archive: Allows you to easily archive all your company communications by account, year and other criteria for compliance and e-discovery.. o Auto ing: A feature to automatically send customized s based on predefined rules. This is a great feature to send reminder s for expiring policies, contracts, payment reminders or for any other purpose that is time sensitive. Advanced Import Add-on: Docsvault's Advanced Import add-on is an extension of the simple import feature and is typically used used to capture data exported from other applications or scanning software. Using the Advanced Import method, documents from a watch folder can be imported based on their meta data available in separate csv index files. You can automatically name and file documents based on captured meta data while populating their document profiles in Docsvault. Enhancement/Changes Audit Trail: A new audit event 'Flag Assigned' added to document events log Search: o You can now make use of the asterisk (*) character as a placeholder for any unknown or wildcard terms for searching within document contents. e.g " * policy" o Search in 'Current Folder only': You can now restrict searches only within the root folder specified in 'Look In' option to exclude search in its sub folders o Speed increase in search results listing. Route document option renamed to 'Document tasks' Options 'cut, copy, paste, delete,and rename' in the document right click menu have been grouped under an 'Edit' option Shortcut key Ctrl+P keyboard shortcut added for print in Docsvault Viewer dialog Document Notes: The date format in Document Notes has been standardized to mmm-dd-yyyy. Filing Area: The column sorting order in the filing area is now remembered per user Adding Files/Folders using ' will now display existing files in folders in the Docsvault Navigation dialog Document Viewer & PDF Editor: For fast editing, file description dialog added in the right panel Document Profile indexes: In case of new file versioning while importing documents, the new index values assigned during import will be applied instead of retaining the index values for the older version Fixes: 16 Docsvault Small Business Edition

17 Fixed the issue of empty backup folder being created even in case of a backup failure Fixed the issue of thumbnails quality deteriorating after 'undo' operation in Scan Form dialog. Fixed the issue faced when a document is scanned and added to an existing pdf file and simultaneously 'undo checkout' operation is performed on the same file by another user. Now the user will have an option to save the scanned documents on their Desktop which can be imported later. Fixed unusual ordering of pages in PDF Reorder dialog when a PDF file contains more pages then the display capacity of this dialog box. Fixed Docsvault Update Utility: User s preference settings were not been updated in case when Docsvault Server Manager application and Docsvault database are not installed on the same machine. Fixed the issue of Customize Columns not being editable once set for all users by the Admin Fixed the issue when viewing PDF files in Docsvault Viewer from a search result, the search term not being highlighted in next documents when using the next doc button in the Viewer. Fixed the issue of Audit trail sorting in Docsvault Web Client. Fixed the issue of invisible import and viewer dialogs in case of improper user settings Fixed the issue of incorrect result when searching in combination for Document version notes and Profile search using 'AND' operator Fixed the issue of displaying previous criteria instead of current search criteria in Refine Search Fixed the issue of not clearing 'Saved Search' pop up from the Main menu on Logout. Fixed unusual behavior when sorting multiple columns in search result. Fixed incorrect search result in Folder search, Advanced and Quick search with keywords containing characters '[, ]' Fixed incorrect behavior of Docsvault backup to maintain one set of backup even when purging old full backup sets is set to 0 (nil) Fixed the issue of not remembering folder shortcut link in Navigation Dialog. Fixed security related issue when viewing 'Checked Out Documents' and navigating to the 'Favorite Folder' under 'My Workspace' section from Docsvault navigation dialog What's New in SB Edition 17

18 What's New in v6.0 New Features New Type of Users Licensing: Docsvault introduces a new category of users. Additional licensing applies. o Read-Only Users: This type of Users may only open and read documents from Docsvault. They will not be able to edit, delete or create documents. They would still be able to create tasks and route documents to other users in the system. My Workspace: A new addition to the left panel named My Workspace allows you to quickly access user specific documents. It provides access to: o User s Checked Out Documents o Their Favorite Folders o Their Favorite Files o Their Recently Accessed Documents o Their Recently Imported/Created Documents o Recent New Versions created by them File Templates: Store draft documents in File Templates for later one click creation of repetitive documents. File Templates can contain multiple files at the same time and users can choose to create only desired files while creating new documents. Importing Static Index values: You can now create a predefined list for Index of 'Static Index' type by importing lists from csv or xml files Option in Navigation Dialog: Docsvault Navigation dialog now has a search option to quickly locate the folder you want to save files to or open documents from without having to manually navigate through the entire folder hierarchy Tasks List : You can now export Task lists in csv,pdf, xls, xlsx and xml formats Save PDFs from Docsvault PDF Editor & Viewer: Docsvault PDF Editor and Viewer now have an option to save PDF files directly to any location on your computer Rename Main Documents Node: Administrator group members can now customize the main 'Documents' node by changing it to a more relevant name New Navigation Buttons: Added Back and Forward buttons to the file panel icon bar to easily navigate through previous locations opened in Docsvault Now a minimum of 'Read' right is required to list contents of any folder Enhancement/Changes Docsvault Viewer: You can now open multiple PDF and Image files in Docsvault Preview window Document Notes: Removed word count limitation in Documents Notes Viewer Options: Separated setting to open PDF and Image files in Docsvault Preview window. Folder Search History: Docsvault will maintain a user specific history of last 10 keywords searched in Folder Search. File Search History: Docsvault will maintain a user specific history of last 25 keywords entered in Search text box. 18 Docsvault Small Business Edition

19 Append Scanned Page: You will now be able to specify the exact position to append a page at the time of scanning and appending pages to a PDF file Filing Panel: A right-click menu is added to the Filing panel in 'Scan and 'Filing Area' windows giving users a handy way to rename, delete and create new folders and to refresh the folder list in that panel Sorting Multiple Columns: Docsvault now allows you to sort by multiple columns at the same time. After sorting the first column normally a second sort order can be added by holding the 'shift' key and clicking on the second column you wish to sort Clear Temp Files: One click cleanup of temp files and even checked out files from local client machine. This option is available under Options > Other dialog. Search Hits Highlighting: When viewing PDF files in Docsvault PDF viewer from search results only the first hit is highlighted. Users can click the next button near the search text box or hit the Enter key to highlight the next hit Scan Paper Size: Auto size option added to paper size in the scan dialog File listing speedup: Further enhanced listing speed for file list panel Fixes: Fixed unusual behavior while deselecting security in Security dialog Fixed the issue of incorrect import location/destination if the focus is set on the List view instead of Tree view while dragging and dropping documents from Desktop into Docsvault tree panel Fixed unusual behavior if the user selected 'Don't show dialog again option' while checking out folder. Fixed the issue of incorrect behavior of Docsvault Add-ins button in Excel with multiple workbooks open. Fixed unusual behavior of document while canceling the procedure of 'Check-In' from MS Office applications. Now, the document will remain open in-case 'Check-In' procedure is canceled by the user. Fixed the issue when installing Docsvault with Docsvault Filestream already created Fixed refresh issue when the file is imported from 'Send To' menu option from outside of Docsvault Fixed the sorting on date column in Recycle bin Fixed unusual behavior when refreshing the file panel in Folders with sections. Fixed the layout issue in Logout & Task dialogs in Metropolis theme Fixed the issue when trying to save open PDF file from browser into Docsvault using Windows Explorer integration Fixed the issue of alphabetic sorting of user names in 'Forward' list box in Task dialog Fixed the issue of incorrect behavior when logging out from Docsvault using the Ctrl+Alt+Del key combination What's New in SB Edition 19

20 What's New in v New Features Max File Versions Option: Admin can specify the number of file versions to keep. Docsvault will automatically delete older versions if the number of version exceeds the maximum number specified. New Quick Search Options: - o Match: You can now set the Quick Search option to match the keywords entered in one of the following criteria: 'Any words', 'All words', 'Exact phrase' o Look In: You can now select the search location i.e. 'Everywhere' to search throughout the repository or 'Under Selected Folder only' to restrict the search to only those documents in the selected folder and its sub folders Enhancement/Changes Quick Search: 'Numeric' and 'Date' keywords entered in quick search box will be treated as text strings to search for partial word matches too Advanced Search: In Profile Search, 'Numeric' and 'Date' (mm/dd/yyyy) values entered will be treated as text strings for 'IS' and 'Contains' criteria Fixes: Memory Leak: Fixed issue of memory leakage in listing of files and folders in Desktop Client Alert: Added missing title to the date and time column in alert notifications 20 Docsvault Small Business Edition

21 What's New in v New Features / Enhancement Custom column: Filter added under Flag and File Icon columns in the main file list view Quick Search: Introduced partial word match in content search Bottom Panel: Automated unique document IDs created by the system allowing for easier reference and retrieval are displayed in General Tab Fixes: PDF Editor: Issue with incorrect display of thumbnail in Re-order on deleting pages from a PDF File Outlook Integration: Issue of skipping OCR and Profile property while saving mul le attachments into Docsvault Scanning: Issue of not saving File Description and Folder Sections while scanning single file MS Office Integration: Issue of not displaying Checkin/Out dialog while editing or browsing a new file for edit Issue of Docsvault Client application not closing properly on Windows shut down What's New in SB Edition 21

22 What's New in v New Features New: Custom fields in search result: Ability to specify desired columns in search result including indexes as columns New: Exports lists in multiple formats: Ability to export data list as csv, pdf, xls, xlxs and xml format. New: Document ID: Automated unique document ids created by the system allowing for easier reference and retrieval New: Multi PDF Merge Order and merge multiple PDF files into one single PDF. New: Skip OCR version option to skip new version for OCRed PDFs. The original PDFs will be overwritten with new OCRed PDFs instead of creating a new file version to conserve space if desired. New: Saved Search option to display saved before executing it allows you to modify the saved search query by adding, changing, or removing filters. New: Completely new scanning control with significantly improved responsiveness and better memory utilization. Enhancement: Enhancement: Search:- o Improved search speed by optimizing search queries o Easy access to 'Quick Search' option. Quick Search option is now directly accessible from the sub toolbar of the main Docsvault window. o You can now search files and folders with its document Id generated by Docsvault Enhancement: Document Notes: Document Notes will appear in the descending order with the last note on the top. Enhancement: Scanning: o Save position of thumbnail view in Scan form - Thumbnails preview size of scanned pages in the scan form will be saved and remember for the next scanning session. o Scan window can be minimized and be set to work in background while you continue working in Docsvault Enhancement: The last position and size of import dialog is now remembered Enhancement: Quick option BCC added to 'Quick ' option. Enhancement: Filing Area: Pending File count will be displayed against each watch folder job with Filing Area as import destination. Enhancement: Copy/Paste: You can now duplicate the files in the same location using copy & paste option. Docsvault will add suffix '- Copy' to the new file. Enhancement: Rubber Band OCR now also available in Import dialog. Enhancement: Opening File from bottom panel: You can double click and view the related files directly from the bottom information panel Fixes: Fixed: Folder Ownership rights: Fixed the issue of resetting the Ownership Override rights of all files and folders under specific folders. Fixed: Add-ins plugins: fixed add-ins failing in certain scenario. Fixed: File Version:- o Resolved security issue of user being able to delete file versions from Version History. o Resolved the issue of version ownership displayed in version history dialog Fixed: Scanning: Resolved the issue of memory leak while deleting a blank page from the preview panel in scan dialog. Fixed: Audit Trail: Audit events are not correctly displayed in the bottom information panel under audit tab for deleted users too Fixed: Rubber band OCR: Resolved the issue of a field being skipped when using the tab key to move around in right panel. Fixed: Document Profiles: Resolved the issue of first two indexes being added to profile when a new index is created from within the profile dialog. 22 Docsvault Small Business Edition

23 Changes: File listing:- Created and Assessed date columns will not appear by default in the files and folders listing. What's New in v Enhancement: Enhancement: Initial Configuration Wizard Backups can be set without requiring windows password in cases where users have do not make use of windows login password. Enhancement: New 'close button' on every Tab in the home screen instead of single one on the right corner Fixes: Fixed: The issue of checking in a file in PDF Editor when a Task attachment is viewed and then checked out from viewer Fixed: The issue of marking the linked files as checked-in upon checking in the original file Fixed: The issue of not receiving alert on Personal tasks Fixed: Unusual behavior after printing a document in Docsvault document viewer from Search Result using content text criteria Fixed: Rectified the issue of Folder Section with '&' character in section name Fixed: Unusual behavior of not remembering the columns in the list view for a cabinet with sections assigned Fixed: Incorrect Search result when using 6 or more 'OR' conditions in Profile search Fixed: The issue of file size of MS Office files included in Folder Template Fixed: Profile index values using Rubberband OCR from viewer did not check implied user rights. What's New in SB Edition 23

24 What's New in v New Features: New: Send To Import Option: You can quickly import documents from window explorer or desktop into Docsvault using the file right click 'Send To' menu option. New: The SendToDV.exe executable can also be used to integrate with scanner button actions to directly import files into Docsvault using the scan button on many scanners New: It is now possible to rename a file from the bottom bar in document viewer New: Docsvault can now remember column sort in Search Results for individual user New: You can now also route folders to your team using the route documents feature New: alerts for reminders of personal and routed task (for both assignor and assignee of the task) New: Find panel to search within file list in search results, recycle bin, audit trail lists, OCR summary, etc. Enhancements: Enhancement: Backup wizard added in the Initial Configuration Wizard to set automated backups Enhancement: Document Preview window toolbar is more intuitive with quick access to search and other features Enhancement: ' with' tool added in main tool bar Enhancement: Increased character length for filename in PDF split/extract dialog Enhancement: Enabled partial word match in content search Enhancement: PDF rendering speed improved Enhancement: Rubberband OCR feature improved in Viewer, Import dialog and Filing panel under Filing Area Fixes: Fixed: Backup failed if mapped drives were used for shared folders Fixed: Incorrect OCR status in Docsvault Client application after the completion of 100 trial files Fixed: Error in OCR when the PDF file has vector elements Fixed: Security check when saving file using the explorer integration Fixed: Incorrect effect when 'apply to all users' is applied while customizing columns and pushing it for all users 24 Docsvault Small Business Edition

25 What's New in v New Features: New: Docsvault will now use SQL 2008 R2 Express Advanced Services edition by default New: Files storage and transfer are now handled by the SQL server using the File Stream feature of SQL server 2008 and 2008 R2. This will provide an easy way of handling data with database Transitional consistency and thus improve performance and reliability New: Now you can automatically import documents from any server watch folder directly to specified folder inside Docsvault (instead of going through the filing area) New: Search keywords are highlighted for PDFs opened from search results when searching for document contents New: Advanced search now allows multiple profile/indexes criteria using the and/or operators New: Office plug-ins for 64 bit of Office New Outlook toolbar buttons to save and/or attachments in both 32 and 64 bit Outlook 2010 New: Now you can specify a de fault folder section while creating Folder sections to automatically populate that section when importing files into Docsvault New: For folders with sections, the file list under the ALL tab now displays section for each file New: Feature to move files/folders between sections' tabs added. Simply drop files or folders on the section s colored tab to move them New: Added option to split a scanned document in its page view too during scanning New: When creating a New Folder using 'Folder Template', you will now have option to select the profile to assign to the root folder. Assigning profile for the root folder has now been disabled in the folder template. New: The backup process can now automatically delete old full back up sets as per user specifications New: Help node in Server Manger with links to many resources and common trouble shooting information New: Full Text node with information about indexing status and ifilters New: Changing security template for any group offers an option to apply the new group security throughout the repository for that group is desired Enhancements: Enhancement: Window Search component is replaced by SQL Full-Text Indexing service for better performance Enhancement: Allow active directory users to login seamlessly using their windows username Enhancement: OCR process enhanced to minimize occasional failures too. The OCR node now lists number of already text based PDF files that were skipped Enhancement: Updating of index values for multiple documents from properties dialog now allows updating only single index and spares other indexes if they do not need to be changed Enhancement: Quick search box on Tree view panel in filing area to locate filing folders instantly Enhancement: Rubber Band OCR tool now also available in PDF Viewer Enhancement: Multiple information pop ups added to inform the admin about changing the service logon types whenever necessary Enhancement: Sorting on column is now Supported in Task Module. Docsvault remembers sorting column for TaskIn/TaskOut/Personal per user What's New in SB Edition 25