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Enhancements & Changes |
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The following enhancements and changes are part of the Therefore™ 2023 release.
Performance Enhancements
•Added support of Microsoft SQL Server 2022
Therefore™ Dynamic Web View
•Increased stability and performance
•Added an option to download documents
•Added an option to print documents
•Added an option to access Therefore™ eForms from the Therefore™ Dynamic Web View
•Added an option to execute saved searches
•Enabled saving changes to search filters such as hit-list layout, order, and grouping in Advanced Search and Quick Searches
•Added the option to open and edit documents in Microsoft Office
Therefore™ Solution Designer
•Added a filter function to Therefore™ Referenced Tables
•The legacy method of Single Sign On with AD FS has been deprecated. All new configurations are required to use the new method: AD FS over OIDC
•Added a search function to the tree view of the Therefore™ Solution Designer
•Enabled viewing of the workflow history without the 'participate' permission
•Added UTF-8 BOM character to CSV export in the Export Workflow task
•REST Call Workflow Task: Added support for top level anonymous array to JSON extractor
•Added an option to embed fonts during PDF conversion in the Create New Document task
•Added the option to export configurations with or without secrets, and to encrypt the secrets with a password during export
•Added a zip data extractor to the indexing profiles to process and extract zip files
•Enabled Therefore™ On-Premise users to use Therefore™ for Microsoft Teams
•Made the tenant name in the Solution Designer visible to help users avoid mistakes while working on a multi-tenant system
•Enabled starting multiple Solution Designer instances on the same PC
Therefore™ Smart Capture*
•Added the use of multiple queues per tenant
•Added the option to draw consumption reports for Smart Capture queues to the Solution Designer
•Enabled the user to define the order of data matching fields in the manual verification dialog
•Enabled Data Matching with line item fields
•Enabled selection of Smart Capture engines in order to process specific document types
Therefore™ Workflow
Added the functionality to send documents via REST to 3rd party web services
Enabled administrators to make multiple REST requests from a single Call REST Service workflow task
Added a Copy Document workflow tasks allowing users to automatically copy documents to another category
Therefore™ Content Connector
•Added functionality to automatically retry loading input sources to include sources that were not available at start up
•Added a new service to monitor and download documents from external services
•Added a checkbox to enable and disable monitoring for specific services
Therefore™ eForms
•Enabled reordering the pages when configuring eForms in the Wizard form type
•Enabled the use of a fixed filter in the Table Lookup component
•Added an option to define a search order in the Table Lookup component
•Added the option to hide components when generating a PDF document
•Enabled changing the option "Items per page" for the Table Lookup component individually
•Added a setting in the Therefore™ Navigator that allows users to open eForms in the PC's system browser
Therefore™ eSignatures
•Added an option to save the Signer Status for some eSignature providers:
Skribble, VismaSign, PleaseSign, SimpleSign: Save Signer Status
DocuSign, Yousign, HelloSign: Save Signer Status with Comment
•Added new options for Circularo: one-time passwords, sign on page, and specify page
•Added push notifications for Circularo, Scrive, PleaseSign, and HelloSign
•Added a new provider: ConsignO
Therefore™ Server
•Added the option to subscribe to notifications about changes in the workflow inbox using Microsoft Teams
•Added the new server setting 'PDF Text Threshold' for evaluating whether OCR is needed
•Added a setting to clear the TheReporting table entries (workflow statistics) after 90 days
•Changed how stale workflow instances are processed. Stale instances are processed once a day outside working hours. Instances are considered stale after 30 days by default, but this can be configured in the Advanced Settings of the Therefore™ Solution Designer.
•Decreased the interval for sending emails for long overdue workflow instances
- New instance: Send emails daily or in the defined interval
- 2 weeks old: Send once a week
- 1 month old: Send once a month (every 30 days)
- 6 months old: Stop sending
Therefore™ Clients
•Added proxy authentication (user name and password fields) to the advanced settings dialog UI
•Added filter to list all overdue workflow instances
Therefore™ Web API
•Enabled receiving document streams in binary format providing better performance
•Enabled sending and receiving file data as base64 via the REST JSON endpoint (for example, to update or create documents)
Security Enhancements
•Migrated all applications from ADAL to MSAL
*Therefore™ Smart Capture is available only in select regions.
