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Enhancements & Changes

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The following enhancements and changes are part of Thereforeā„¢ 2024 Update 1:

 

 

 

Thereforeā„¢ Web Client

Streamlined format and style for meta data across the application (e.g., multiple keyword values, file types, document sizes, decimal fields, number fields)

Added functionality to the history to show 99+ if there are more than 100 history entries

Added a new view for thumbnails to the document view

Added functionality to mark the header tab in red in case of an error in the index data on a non-visible tab

Added support for deleting cases

Improved translations for all languages

Fixed or added the display of Serbian/Latin, Chinese Traditional/Simplified, Portuguese Br/Pt, and Spanish

 

 

 

The following enhancements and changes are part of the Thereforeā„¢ 2024 release.

 

 

 

Thereforeā„¢ Integration

Discontinued support for Kofax eCopy ShareScan

Added an option to the Thereforeā„¢ integration with Microsoft Teams to opt out of notifications for specific tasks and workflow instances

 

 

 

Thereforeā„¢ Web Client

Created a new web client for Thereforeā„¢ users

For a comparison between the classic Thereforeā„¢ web client and the new web client please refer to the white paper 'Comparing Different Thereforeā„¢ Applications'.

 

 

 

Thereforeā„¢ Core

Improved prevention of data loss by adding alerts if there are categories that are not migrated at all or if there are categories without backup migration. Administrators and operators will be alerted whenever they log into the Thereforeā„¢ system until migration has been configured.

Added the option to add comments that automatically include ones username and a timestamp on workflow instances, documents and cases. This feature replaces the existing Additional Information field.

Replaced local searches with personal searches that are available across devices and Thereforeā„¢ applications for the user who configured them

Added the option to define different document titles for the same category or case definition in different Thereforeā„¢ applications, features, and integrations

Added the option to exclude index data fields from the full-text search

Enhanced the functionality of index data table fields:

 - Enabled copying column values from the previous or first row when adding a new row

 - Enabled using the value from a different field as default for the column in a new row

 - Allowed selecting multiple rows and deleting all the selected rows

Standardized the use of permissions for Thereforeā„¢ cases

 - The permission ā€˜Add caseā€™ is now always checked for when field values are being set on case creation

 - The permission ā€˜Update case index dataā€™ is now always checked for when index data fields in the case header are being edited

Added the option to populate keyword dictionaries using the clipboard

Updated Thereforeā„¢ color schemes to Office 2022 color schemes

Enabled deleting closed cases

Added new scripting functions

Enhanced calculated fields

 - Added a new function: addDays(dateValue, days) to add integers or the value of number fields to date fields or date and time fields

 - Added a new function: toString(Field1, [Optional Format String]) to convert index data field values to strings

 - Enabled subtracting date fields from each other. The function returns the number of days between the two dates as an integer

 - Added a Formulas tab to text fields and enabled addition (+) of text fields. In combination with the new toString function this enhancement can be used to concatenate fields.

Added the option to populate keyword dictionaries using the clipboard

Added option to view recent user log-ins

Added notifications feature for mobile app users

Added support for Tinyint/Logical columns in referenced tables.

Added advanced setting to allow administrators to whitelist certain IP addresses

Added an advanced setting which allows users to configure the maximum size of a JSON file that can be uploaded to PowerBI

 

 

 

Thereforeā„¢  Solution Designer

Added the option to set dynamic mandatory and disabled fields.

Added conditional formatting for additional field types.

Enabled the use of referenced tables with REST calls.

Added option to configure e-mail client in the general settings for SMTP, SMTP (SASL XAUTH), Exchange Online, and Gmail.

 

 

 

Thereforeā„¢ Clients

Added UI language support for Vietnamese and Romanian.

 

 

 

Thereforeā„¢  Navigator

Enabled sharing Thereforeā„¢ documents publicly, with other Thereforeā„¢ users, or with specific users or user groups. Documents can be converted to PDFs or shared in the original file type.

 

 

 

Thereforeā„¢  Workflow

Added the user name to the workflow history of process definitions to improve tracking changes

Added new 'Task ID' setting to workflow tasks to allow referencing in conditional mandatory fields

 

 

 

Thereforeā„¢ eForms

Added option to automatically save eForms as drafts while the user is filling out the eForm

Added an option in the Thereforeā„¢  Solution Designer that allows the administrator to enable or disable anonymous access to specific eForms. This feature replaces the anonymous eForms user configuration in the Thereforeā„¢ Classic Web Client.

 

 

 

Thereforeā„¢ eSignatures

Added API link as a delivery method for Scrive

Added decline reason (with comment) to Scrive

Added support for the following providers: Ededoc (France), Webszigno (Hungary), NitroSign (UK). Reimplemented Yousign v3.

Enabled OAuth support for DocuSign and added a new configuration UI for authentication with OAuth

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