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Release Notes

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The following enhancements and changes are part of the Thereforeā„¢ Online v.28 release.

 

 

 

Thereforeā„¢ Solution Designer

Added a filter function to Thereforeā„¢ 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 Thereforeā„¢ 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

 

 

 

Thereforeā„¢ 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

 

 

 

Thereforeā„¢ Dynamic Web View

Increased stability and performance

Added an option to download documents

Added an option to print documents

Added an option to access Thereforeā„¢ eForms from the Thereforeā„¢ Dynamic Web View

Added an option to execute saved searches

Enabled saving changes to search filters such as hit-list layout, order, and grouping

 

 

 

Thereforeā„¢ Smart Capture*

Added the use of multiple queues per tenant

 

 

 

Thereforeā„¢ 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

 

 

 

 

Thereforeā„¢ 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 Thereforeā„¢ 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

 

 

 

Thereforeā„¢ Clients

Added proxy authentication (user name and password fields) to the advanced settings dialog UI

Added filter to list all overdue workflow instances

 

 

 

Thereforeā„¢ Content Connector

Added functionality to automatically retry loading input sources to include sources that were not available at start up

 

 

 

*Thereforeā„¢ Smart Capture is available only in select regions.

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