Kiosk Mode (15.40)
Kiosk Mode allows Users to connect to the web browser instantly from the Systray Client, for easy to use Capture functionality when importing Content.
Approval Stamps (15.40)
Approval Stamps are visual representations of approvals and denials automatically drawn (as an annotation) on page 1 of a document. They are an optional feature, which must be enabled (if desired) through a Company Setting, Enable Approval Stamps.
If enabled, every approval or denial will create the associated stamp, which shows the user name, reason, and date/time of the approval or denial. A reset of recalled approval or denial removes the stamp.
When approving or denying a document as it is viewed, the stamp may be positioned as desired on the page, like an annotation. This positioned is remembered as a default value for future stamps on the documents of the same content type approved by the same user.
If a document is approved or denied without viewing it, such as from a results list, then stamps are placed in default positions without an immediate opportunity to move them.
Any user with Annotations permission, however, may move approval stamps just like any other annotation by entering annotation edit mode.
If a document (or more specifically, its first content item) is not rendered at the time it is approved, the stamp will not be visible until it is rendered.
Note that turning on Enable Approval Stamps will not create stamps for previously-approved documents. Likewise, turning off this feature will not remove them.
Forms Module (15.40)
The Forms module allows digital forms to be designed, filled out, and processed in eclipse. Each instance of a form is a special type of document whose content is a combination of a blank form (called a form template) and metadata filled in by users or by automated processes. Forms can be filled in, printed, etc. subject to users’ permissions. They can also participate in versioning and workflow.
Forms Module: Formula Builder
- The Forms module includes a formula builder to create a mathematical expression for a field element that uses existing elements, numbers, and mathematical operators.
- The form elements value will be updated, in accordance to the entered formula, as its references update. For Example: Modifying the value of a form element that is referenced in a formula will dynamically update the form element that has the formula defined.
- The Formula Builder also allows you to define a formula for a field that exists, as part of a group. That field, in every row of the group, will update based on values in its own row (as long as those elements are referenced in the formula).
Forms Module: External Form Filler
Allow non Eclipse User’s to view and fill out a form.
DMS Utility Improvements (15.40.23992)
Migration tool can now convert approvals to eclipse
eConnect Module (15.18.21537)
The eConnect Integration in eclipse uses the Microsoft eConnect tool to exchange data with Dynamics GP. It provides a number of eConnect Datalinks, which can be utilized in Content Types and Workflows. These Datalinks extend the capabilities previously found in MS-SQL and other types of Datalink.
eConnect is the first of eclipse’s Custom Third Party Integrations (C3PIs), each of which will allow two-way communication with different integration partners.
Workflow Queue filter shows only direct assignment/ownership, excluding assignment/ownership via group. (15.18)
This feature provides the option to further restrict the list, so that it only shows items owned by or assigned to the user specified and not any owned by or assigned to some group.
Added Blank page removal option during scan insert/append: (15.18)
Implemented a mechanism to list only batch imports applicable to specific workstations (15.18)
Seen Under the Batch Import tab of eclipse client service.
“Required Number” added to Request Approval dialog (only when a single document is requested). (15.18)
Content Type Builder (15.06)
This new feature set allows you to easily create Content Types while viewing content. This improves design accuracy and reduces design time. Content Type Builder provides the flexibility to select an existing Content Type, then modify it to create a new version, reducing design time. This new feature set includes the following functionality:
- Show or hide fields – Streamline the user’s view and minimize clutter in the meta-panel.
- Custom Field Ordering – Establish the order in which fields are presented in the meta-panel.
- Set content property defaults – Applies to: Security Class, Workflow, Inbox, Folders, and Record Category.
- Define OCR or Barcode lasso regions – While viewing the document, the Content Type designer can quickly designate OCR/Barcode regions on the content.
- Relate Documents – Easily select field(s) to establish relationships which is very helpful in expanding search results.
- Field Formatting – As field are added they can easily be assigned a formatting scheme such as Currency, Short Date, and Decimal…etc.
- Create Auto Run Sync Actions
- Ad hoc Security – Easily apply ad hoc security to manage user’s access to the content type editor.
Proxy Capability (15.02)
This feature allows a set of eclipse zones to be centrally controlled. If needed a site can be moved seamlessly without interrupting daily usage to eclipse. When using the proxy feature you will go to a central location for all log in requirements. If you have access to multiple zones you will receive an interstitial dialogue box upon logging in to choose which zone you would like to be directed to.
Other Enhancements (Betterizers)
|12603||Added a User Preference option for the alignment of Related Documents (Left, Cent, and Right).||15.40.26310|
|11300||Display a Pop Up box to confirm the User’s intention before moving a folder.||15.40.26310|
|11137||Modify Security now allows selection of multiple documents.||15.40.26310|
|10804||Display a Warning when owner advances workflow that is not the assignee.||15.40.26310|
|3589||Barcode/OCR region defaults to “All Pages” then switches to current page when a region is drawn.||15.40.25000|
|6879||Column chooser columns are sorted by name.||15.40.25000|
|8158||A mouse wheel behavior can be changed through a new user preference, “Mouse Wheel
|8572||When importing groups from AD, also import the group description||15.40.25000|
|9814||“Remove from Folder” has been relabeled to “Remove from Folder(s)”||15.40.25000|
|10149||Form’s File Upload feature will now allow users to “attach” files from their computer to documents
|10235||TIFF option is available for Save a Copy or Email w/Attachment actions.||15.40.25000|
|10430||List Action menu options are now alphabetized.||15.40.25000|
|10588||When using SendTo -> Email, users can add a message to be sent with the email.||15.40.25000|
|10902||DMS Utility – “Document Security Level” field is exported when migrating from Web Search 4 to Eclipse.||15.40.25000|
|11045||Capture – Scan or Import tasks are re-enabled during upload/submit of documents.||15.40.25000|
|11137||A message is presented to a user when attempting to Modify Security on multiple selected
|11256||Retrieving large amounts of documents in Retrieve or Workflow has been improved.||15.40.25000|
|11370||Specific document separation method defaults to option saved in scan settings.||15.40.25000|
|11526||Scan: blank page and barcode splitting offer choices of front, back, or either.||15.40.25000|
|11871||Error message is displayed in UI for diagnosing LDAP Import issues.||15.40.25000|
|12348||Eclipse client is supported on Windows 10.||15.40.25000|
|12348||Batch Importing and Client Services are now compatible with Windows 10.||15.40.25000|
|4731||Increased the range of resizing allowed.||15.40.25000|
|4902||Increased performance of “Set Current User Approval”||15.40.24855|
|11867||Improved workflow document performance as the number of inactive records increases.||15.18.22747|
|3846||Implemented document split methods for scanning.||15.18.22619|
|6413||Scan section settings remain the same between sessions.||15.18.22619|
|9895||Made custom field group comparisons case insensitive.||15.18.22619|
|10179||Populated content fields are not removed from documents after applying a new content types.||15.18.22619|
|10251||User’s retrieve limit setting available on next login.||15.18.22619|
|10270||Added options for scanning/appending additional pages to existing documents.||15.18.22619|
|10508||Audit search results are paged and fully sortable.||15.18.22619|
|10567||Data entry fields have the same width regardless of data types.||15.18.22619|
|10680||Improved XML Import for failures due to invalid parameters.||15.18.22619|
|10921||Warning message implemented for existing batch imports being saved on another machine.||15.18.22619|
|11221||Document view is not reset after deleting pages from thumbnails panel.||15.18.22619|
|11450||Implemented read-only properties for workflows.||15.18.22069|
|11681||Improved efficiency of WebService Datalinks.||15.18.22069|
|10589||Implemented a filter for Site Admins to list users by their status.||15.18.21242|
|10029||Ability to limit batches by count or batch size limit (XML/CSV one to one (per meta file), Directory imports).||15.06.21059|
|10760||Password encryption implemented for Datalinks||15.06.20629|
|10748||Password and arbitrary connection strings implemented for ODBC.||15.06.20629|
|10485||Capture page is now hidden when a user does not have permissions to add to a content type.||15.06.20629|
|10031||Company Names are part of the Import Job report.||15.06.20629|
|10030||Vertical scroll bars are larger/wider.||15.06.20629|
|9422||Type- ahead populates after first character.||15.06.20629|
|9333||Ability to clear Due Date and Cut Off date.||15.06.20629|
|5354||Type-ahead implemented for “Search Fields” on Retrieve Page.||15.06.20629|
|7260||Added Remove Folders Ad Hoc Permissions task to workflow.||15.02.19588|
|6888||Allow Display Message task to take dynamic parameters.||15.02.19588|
Workflow Task Enhancements
|15.18.22619||NEW||Grant Permission Task||A means to assign adhoc rights.|
|15.18||Improved||Datalink Field Group Task||This task has been extended to allow the reading in of line items from a remote source. Previously this task only allowed the ability to push line items out of the system.|
|15.18||Improved||Math||Math task can now operate on field groups/line items, and has an optional setting.|
|15.18||NEW||Aggregate||The Aggregate task operates on a field that is single value or multi value. The task can operate on multiple fields at a time as well and perform an operation on all their values. The aggregate task can perform a Boolean test (All or Any), Earliest, Latest, Maximum, Average, Median, Mode, or Sum. This task can sum up columns in line items. This would be useful if you wanted to get the sum of the extended prices by multiplying the Quantity times the prices with the math task and then summing the Extended Prices in the line items (math task was extended to handle line by line operations now).|
|15.06||Improved||Display Message||Task can now take dynamic parameters and show better messages instead of just static text.|
|15.06||NEW||Remove Folders Ad Hoc Permissions||Removes all ad hoc security settings applied to a specific folder|