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Document Inbound

Release Version 25.4.4.0

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Bug Fix

Permission Issue with Document central link

Description: A bug was fixed in the Dcl Outlook Add-In where attempting to fetch a session using a user with a specific permission set resulted in an empty string being returned. This issue was traced back to missing permissions for the API pages. The necessary permissions have now been added to ensure the session fetch request operates correctly.

Impact: Users with the specified permission set will now be able to successfully fetch sessions without encountering an empty string response. This fix enhances the functionality of the Dcl Outlook Add-In by ensuring that users with the correct permissions can access the necessary API data, thereby improving overall user experience and system reliability.

Created: March 11, 2025

Bug Fix

Emails Without Attachments Were Not Imported

Description:

A bug in the Inbound List was fixed where emails without attachments were not imported when the list was configured to import entire emails. As a result, only emails containing attachments were processed, while others were ignored.

Impact:
This fix ensures that all emails, regardless of whether they contain attachments, are correctly imported into the Inbound List.

Created: March 3, 2025

Bug Fix

Inboud Entry in Email Inbound list without Email from To Leads to Error when Opening the List

Description:

A bug in the Inbound List was fixed where a Nav.Runtime error occurred when attempting to open a list configured with the Assignment Type set to Email, if any entry was missing the "Email Address From" field, even when the "Email Address To" and "CC Email Address" fields were filled. This issue prevented users from accessing the Inbound List.

Impact:

This fix ensures that users can now open and manage the Inbound List without encountering errors, even if some entries do not have the "Email Address From" field filled in.

Created: March 3, 2025

Bug Fix

Email group cannot be created

Description: A bug was fixed in the Document Inbound module where an error message was displayed during the email setup configuration. The error occurred because the property was missing a required prefix/suffix according to the organization's Group naming requirements. This issue prevented the creation of the group and caused the Document Inbound - E-Mail-List page to close unexpectedly. Document Inbound will now automatically use the prefix and suffix that is configured for the naming policy.

Impact: This fix ensures that the email setup configuration process in the Document Inbound module now adheres to the organization's Group naming requirements, preventing the error message from appearing and allowing the group to be created successfully. This enhancement improves the user experience by ensuring a smoother and error-free configuration process.

Created: February 20, 2025

Release Version 25.4.1.0

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Bug Fix

Improved Caption configuration

There where multiple issues on the Document Central Link Mappings page that where resolved and the overall configuration was improved. Also the Values where not correctly updated and where showing different values.

Created: February 24, 2025

Bug Fix

Inbound List Wizard does not Work

Description: A bug was fixed in the Document Inbound configuration process where attempting to create an Inbound list for Emails and changing the Mapping in the Wizard resulted in an error. This issue prevented the successful creation of the Inbound list. The error has been identified and resolved to ensure smooth operation.

Impact: Users will now be able to create Inbound lists for Emails without encountering errors when changing the Mapping in the Wizard. This fix enhances the reliability and usability of the Document Inbound feature, ensuring that the configuration process works as expected without interruptions.

Created: February 17, 2025

Release Version 25.4.0.0

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Feature Upgrade

Assingment based on the email subject (with flexible placeholders)

Description: We have implemented a new option called Assignment Method in the email mapping setup within the inbound list. This option allows users to define whether an email should be assigned based on the email address or the email subject. For the email subject assignment method, two new fields have been introduced: the Linking Subject Field and the Linking Field Regex Pattern. The Linking Subject Field specifies which field should be used for mapping, while the Linking Field Regex Pattern allows users to define a regex rule to extract the necessary information from the email subject. This extracted value is then used to search for a target record.

Impact: This enhancement provides users with greater flexibility and control over how emails and attachments are assigned to records. By allowing assignment based on email subjects with customizable regex patterns, users can ensure more accurate and efficient mapping of inbound documents to their corresponding records. This update improves the overall document management process, reduces manual effort, and addresses previous challenges related to incorrect or unassigned documents. There are no expected negative side effects from this change.

Created: February 3, 2025

Feature Upgrade

Assingment of the entire email

Description: A new feature allows Document Inbound Users to assign and store entire emails, not just attachments. This is configurable via a new "import Files" option in the import configuration, which lets users choose to import the full email as an EML file or only the attachments. This change ensures all relevant email information is preserved.

Impact: Users will have improved data management by retaining full email contexts, resolving issues with incomplete data storage. The "import Files" option provides flexibility and control over email imports, enhancing document management efficiency. This may increase storage needs but offers significant benefits in data completeness and traceability.

Created: January 31, 2025

Release Version 25.3.1.0

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Bug Fix

Create Barcode Action on Barcode FactBox not visible

There was the problem that the Create Barcode action is not visible on the Barcode Factbox. This has now been fixed.

Created: February 13, 2025

Bug Fix

Configuration Button on Barcode Factbox not Visible

Description: A bug was fixed in the Barcode Factbox where the Configuration Button was not visible to admin users.

Impact: This fix ensures that the Configuration Button is now visible to admin users, thereby restoring the ability to access and modify configuration settings.

Created: February 6, 2025

Bug Fix

Error when assigning documents with long filename

A bug was fixed that occurred when users attempted to assign a document with a very long file name to an Inbound List, regardless of the assignment method used. Previously, an error would be triggered indicating that the value could not be inserted into a field due to its length or invalidity. This issue was identified and has been resolved.

Created: January 28, 2025

Release Version 25.3.0.0

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Feature Upgrade

Include Courier QR Code within Dispatch Profile

Description: The Document Dispatch Profiles have been enhanced to include the ability to incorporate a courier QR code at the bottom of the email. This new feature allows users to add QR codes to their dispatch profiles, providing a convenient way for customers to scan the code and directly upload documents to the specified directory. This enhancement was necessary to streamline the document submission process and improve user experience.

Impact: This change significantly benefits users by simplifying the document upload process for customers. By scanning the QR code located at the bottom of the email, customers can quickly and easily submit their documents, reducing the time and effort required. This enhancement also improves the overall efficiency of document handling and can potentially lead to increased customer satisfaction. There are no known adverse side effects associated with this update.

Created: January 23, 2025

Feature Upgrade

Action in email dialog to add Courier QR Code

Description: A new feature has been added to the email dialog in Document Central for Dispatch. Users can now insert a Courier QR Code directly into their emails. This enhancement was implemented to provide recipients with a convenient way to return documents.

Impact: This change improves the user experience by simplifying the process of returning documents for recipients. It adds a layer of convenience and efficiency, reducing the need for recipients to manually handle return instructions. This enhancement is expected to streamline document management and improve overall user satisfaction. There are no known side effects associated with this update.

Created: January 22, 2025

Feature Upgrade

Implementation of Automatic QR Creation during automation

Description: A new feature has been added to the Document Inbound process, enabling automatic generation of Courier QR Codes during the automation process. This change eliminates the need for users to manually create Courier QR Codes after a document has been posted. The feature can be activated or deactivated within the Document Central mappings, and the settings for the QR Code, which are typically provided within the Courier Wizard, must be predefined in the Document Central Mapping.

Impact: This enhancement significantly streamlines the document posting process, reducing manual intervention and potential errors. Users will benefit from improved efficiency and consistency in QR Code generation. The ability to toggle this feature on or off provides flexibility to adapt to various workflow requirements. Overall, this update enhances the user experience by automating a previously manual task, ensuring a smoother and more efficient document handling process.

Created: January 16, 2025

Feature Upgrade

Define which email should be used for email assigment

Description: Enhanced the email assignment functionality for Document Inbound Admins by allowing documents to be assigned not only to the sender's email but also to CC emails and any recipient emails. Admins can now activate or deactivate which emails should be considered for archiving. If multiple emails and targets are identified, documents will be uploaded to all specified targets. This improvement ensures more comprehensive and flexible document management.

Impact: This update provides Document Inbound Admins with greater control over email assignments for document archiving, leading to improved efficiency and accuracy. Users can now manage multiple email targets more effectively, ensuring that documents are archived to all relevant recipients, including CC and recipient emails. This enhancement resolves issues related to misdirected or unarchived documents, ultimately improving overall document handling and storage processes.

Created: January 16, 2025

Feature Upgrade

Set threshold higher than 150 DPI

The DPI field in the inbound list has been renamed to "Resolution" with three selectable options: Low, Medium, and High. The default setting is Medium.

Created: January 15, 2025

Feature Upgrade

File Type White list for Inbound Lists

A new feature has been introduced that allows Document Inbound Users to define which file types can be imported into the Inbound List by creating a whitelist. This functionality mirrors the existing whitelist feature in Document Central.

Now, users have the flexibility to specify additional file types for import. Inside of the inbound list you now have the option to enable the option "Use File Extension Whitelist" then you have the option to define multiple file extension that should be allowed to.

Created: January 9, 2025

Feature Upgrade

Multi-Upload

Description: The functionality to upload multiple documents simultaneously has been added to the Incoming Documents page for Document Inbound users. This enhancement allows users to efficiently upload multiple documents at once, optimizing the document management process and improving user productivity.

Impact: This change significantly improves the user experience by reducing the time and effort required to upload multiple documents. Users can now manage large volumes of documents more efficiently, leading to an improved workflow and higher productivity. There are no known side effects associated with this update.

Created: January 7, 2025

Feature Upgrade

Integration of the XML Viewer

Description: The XML Files preview feature has been enhanced to display the files in a visually appealing way for Document Inbound Users. This improvement allows users to view each value within the XML file directly in the preview.

Impact: This update provides Document Inbound Users with a more user-friendly experience when viewing XML Files within the preview.

Created: December 19, 2024

Feature Upgrade

Mention That Some Steps Are Unnecessary for Certain Cases in Guided Experience

Description: In this release, we have updated the documentation in Document Central to clearly indicate which steps are necessary for certain processes in the guided experience. Specifically, the steps related to App Registration, Email Setup, and Import Setup will now be marked as not necessary for some cases.

Impact: This change will greatly improve the user experience for Document Central users, as it will provide clear guidance on which steps are needed in the guided experience. Users will have a better understanding of the purpose of each step and will be able to navigate the system more effectively. This update will also enhance the overall usability of Document Central and reduce confusion for users.

Created: December 18, 2024

Feature Upgrade

Barcode label Creation/Assignment - Multiple Print

Description: The system now allows DI users to determine how many barcodes are generated for different content types in a single query, streamlining the process of creating multiple barcode labels for different documents.

Impact: This change will save steps for DMS users when creating multiple barcode labels for documents belonging to different content types, improving efficiency and reducing the time required for barcode creation. Users will now be able to easily generate the necessary barcodes for various content types in a single query, enhancing the overall user experience.

Created: December 17, 2024

Feature Upgrade

Enable Various or Own Reports to adjust the Barcode Label Size

Description: In this release, we have added the ability for Document Inbound Users to choose different predefined report layouts in the barcode section of the Mapping. This includes the option to select different sizes for printing the Barcode on the reports. Users will also have the capability to add their own custom reports to define the size of the barcode completely freely. Additionally, we have included documentation on how to set up and use custom reports.

Impact: This change will greatly benefit Document Inbound Users as they will now have the flexibility to choose from different sized reports for printing barcodes, including the option to add their own custom reports. This enhancement will allow users to immediately use correct label sizes, improving efficiency and accuracy in document handling processes. The addition of documentation will also provide clear

Created: November 28, 2024

Bug Fix

App Registration information is reset after opening the App Registration wizard

Description: A bug was fixed in Document Inbound where closing the App Registration wizard immediately after opening it would result in the Client Secret information being cleared. This issue was identified and resolved to ensure that the Client Secret information remains intact if the wizard is not completed.

Impact: This fix ensures that users do not lose their Client Secret information when the App Registration wizard is closed prematurely. The resolution of this issue enhances the stability and reliability of the Document Inbound configuration process, preventing potential disruptions or the need for reconfiguration.

Created: January 9, 2025

Bug Fix

Wrong Admin Rolecenter Allignment

Description: A bug was fixed in the Document Inbound module where all fields were incorrectly aligned to the left side when accessing the Admin Rolecenter. The alignment issue has been corrected to ensure fields are displayed normally as expected.

Impact: This fix improves the user interface experience for administrators by ensuring that all fields are properly aligned, enhancing readability and usability. No adverse effects are anticipated from this change.

Created: January 8, 2025

Bug Fix

Some Email attachments are not fetched into the inbound list

Description: Fixed a bug where the Inbound List was not containing the Documents and with pdf attachments of the mimetype application/octet-stream.

Impact: This fix ensures that the Inbound List now correctly contains the Documents as expected. Users will now experience the intended functionality when performing the Fetch of the Emails with pdf attachments.

Created: December 18, 2024

Bug Fix

Cut Filename causes issues in combination with palceholders in filename assignment

Description: The issue with the Document Inbound process has been addressed.

Impact: This change ensures that documents uploaded to the Inbound List will now have the status set to open as expected, resolving the issue of documents being stuck in pending status due to incomplete filename information. Users will experience improved efficiency and accuracy in document processing.

Created: December 12, 2024

Release Version 25.0.5.0

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Bug Fix

Replace Reciver with Recipient

In Document Inbound the field "Receiver" within the configuration of the Courier QR Creation Factbox was changed to "Receipient".

Created: October 17, 2024

Release Version 24.2.5.0

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Bug Fix

Assigment via Record ID Sets the status to open even tho no metadatas are presend

We've fixed a bug where the status of Inbound List entries remained as 'open' even when the documents couldn't be assigned due to missing metadata. Now, when a source document is deleted and the metadata of an inbound document is cleared, the status of the entries will correctly show as 'Pending'.

Created: September 25, 2024

Release Version 24.2.4.0

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Bug Fix

Only Barcode in Filename not possible

We have fixed a bug that previously restricted the naming convention for split files in Document Inbound. Users now have the option to name their split files as either .pdf or _.pdf. This update provides greater flexibility in file management.

Created: September 18, 2024

Bug Fix

Missing metadata in Barcode Entry does not set the Inbound list entry to pending

We've addressed a bug in Document Inbound where the status of a document in the Inbound List incorrectly changed to 'Open' when the Barcode Entry lacked metadata. Now, the status correctly remains as 'Pending' until metadata are provided.

Created: September 11, 2024

Bug Fix

No Error log written if the metadata are missing during the assigment process

We've addressed a bug in Document Central and Document Inbound where the error log was not correctly recording instances of failed document assignments due to missing metadata on the barcode entry. Now, when a document fails to be assigned because of missing metadata, an error log entry is generated. This ensures better tracking of issues related to document assignment.

Created: September 11, 2024

Bug Fix

Assign Bot should use certificate to upload documents

We have fixed a bug where documents were not being uploaded when a Document Central user was not authenticated, even if a certificate was configured. Previously, the document would fail to upload and no error log was generated. Now, the upload process should execute as expected.

Created: September 19, 2024

Bug Fix

The file name is changed after inserted

This release note addresses a bug that was causing the removal of specific characters (g, l, o, q, t, u) from the filename of a document uploaded into an Inboundlist. The issue has been resolved, and now the filename retains all its original characters as expected after the upload process.

Created: September 19, 2024

Bug Fix

Barcode Acknowledgment changed to public

We have fixed a bug that was preventing the extension of the Barcode Acknowledgment Table. Developers should now be able to extend the table as expected.

Created: September 18, 2024

Release Version 24.2.3.0

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Bug Fix

Only Barcode in Filename not possible

We have fixed a bug that previously restricted the naming convention for split files in Document Inbound. Users now have the option to name their split files as either .pdf or _.pdf. This update provides greater flexibility in file management.

Created: September 18, 2024

Bug Fix

Barcode Acknowledgment changed to public

We have fixed a bug that was preventing the extension of the Barcode Acknowledgment Table. Developers should now be able to extend the table as expected.

Created: September 18, 2024

Bug Fix

No Error log written if the metadata are missing during the assigment process

We've addressed a bug in Document Central and Document Inbound where the error log was not correctly recording instances of failed document assignments due to missing metadata on the barcode entry. Now, when a document fails to be assigned because of missing metadata, an error log entry is generated. This ensures better tracking of issues related to document assignment.

Created: September 18, 2024

Bug Fix

Missing metadata in Barcode Entry does not set the Inbound list entry to pending

We've addressed a bug in Document Inbound where the status of a document in the Inbound List incorrectly changed to 'Open' when the Barcode Entry lacked metadata. Now, the status correctly remains as 'Pending' until metadata are provided.

Created: September 18, 2024

Release Version 24.2.2.0

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Bug Fix

The file name is changed by manual upload

An issue was occurring where, when an Inbound List entry was created, the filename would sometimes change and some characters were inadvertently deleted. For example, 'merged.pdf' might have been uploaded as 'mered.pdf'. This issue has now been resolved, and characters in the filename will no longer be randomly deleted.

Created: September 6, 2024

Bug Fix

No Log Entry Written for Document Inbound Entries in Case of Error During Assign Process

We have fixed a bug where the system was only logging one error entry when an automatic assignment failed. Now, whenever an error occurs, the system will correctly log each individual error as intended.

Created: August 29, 2024

Bug Fix

701 Message in Error log due to Guided Experience insert

We've fixed a bug that was causing Document Inbound related errors to appear in the event log after user login. Now, the event log should no longer contain any messages related to Document Inbound as expected.

Created: September 5, 2024

Bug Fix

Courier QR Code not available

We have addressed a bug in the Document Central and Document Inbound applications where the Simova/Dropzone Logo was incorrectly displayed instead of the selected QR code when more than one QR code was created for use with the Courier App. Now, the chosen QR code will be correctly displayed in the Document Central Factbox, as expected.

Created: August 23, 2024

Feature Upgrade

Reopened Documents should Delete Inbound Entries

We have added a functionality, which will delete the related document in the Document Inbound - Inbound List, when a document is reopened from the Document Capture.

Created: June 21, 2024

Feature Upgrade

Optimization of behaviour for status Archived

We've optimized the behavior for the "Archived" status to improve storage efficiency and accuracy, bringing about a performance enhancement. Upon archiving a document, the Base64 document file will be deleted to avoid duplicate storage. Instead, the document preview and download actions will source directly from the associated Document entry in the repository. Moreover, the archiving log has been enhanced and now provides more detailed information.

Created: July 1, 2024

Feature Upgrade

DMS still mentioned instead of Document Central

In this release, we have updated all captions and tooltips to display "Document Central" instead of DMS. This change ensures consistency across the platform and aligns with our updated naming conventions.

Created: July 10, 2024

Feature Upgrade

Handeling multiple barcodes on the same page

We have improved the handling of documents containing multiple barcodes on the same page. The system will provide a more detailed opportunity to change the barcode if multiple ones were found. All of them will be marked red and cannot be assigned until the user changes/chooses one of the found ones.

Created: July 8, 2024

Release Version 24.2.1.0

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Feature Upgrade

Outlook-Integration

We have provided the interface for our Outlook extension ‘Document-Link’ so that documents can now be uploaded directly via Outlook.

Bug Fix

Courier QR Code not available

We have addressed a bug in the Document Central and Document Inbound applications where the Simova/Dropzone Logo was incorrectly displayed instead of the selected QR code when more than one QR code was created for use with the Courier App. Now, the chosen QR code will be correctly displayed in the Document Central Factbox, as expected.

Created: August 23, 2024

Release Version 24.0.4.0

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Bug Fix

User should open "Email List"

We have resolved a bug that was preventing BC Users with only User Permissions from accessing the Email List of Document Inbound via the Searchbar. Previously, these users were unable to open the page due to a permissions issue. This bug has now been fixed, and users should be able to open the page as expected.

Created: July 30, 2024

Bug Fix

Frequent message in the event log

We have addressed a bug causing multiple errors with the EventID 701 in the event log. the event log should no longer display these errors.

Created: August 14, 2024

Bug Fix

Error in the Document Inbound List when opening the document amount

We have fixed a bug that caused an error when attempting to open the Inbound list after changing the environment language, for example, from German to English. This issue occurred because the RecordId field could not be properly evaluated across different languages. To resolve this, a new RecordId field has been created. A new action on the Inbound List Card is now available to migrate existing RecordIds.

Created: August 16, 2024

Bug Fix

Error Message on opening the email-list when no appregistration is configured

We have addressed a bug where unconfigured app registration in DMS was leading to a display of a plain error message. The error message has now been enhanced to provide detailed information about the real error, improving the user's understanding of the issue.

Created: July 31, 2024

Release Version 24.0.3.0

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Bug Fix

User Permission Set can perform too many tasks

We've fixed a bug where users with the DI User permission set were incorrectly able to access and edit the DI configuration areas. Now, as intended, they are restricted from entering and editing these areas.

Created: July 25, 2024

Release Version 23.1.16.0

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Bug Fix

Deleting Email User

We have fixed a bug in the DI application where only the last selected user was removed when multiple users were selected for removal from the email list and group. Now, all selected users will be correctly removed as expected.

Created: July 12, 2024

Release Version 23.1.15.0

Bug Fix

Selecting the Sequence before Mapping in Email Assignment Configuration leads to an error

We have addressed a bug that was preventing users from proceeding when configuring multiple assignment types in an inbound list, specifically when using the "Assignment via Email Address" option. Users were encountering an error when entering the sequence before the mapping code was filled. This issue has now been resolved.

Created: July 1, 2024

Bug Fix

Create Email doesn't work for OnPrem

We have addressed a bug that caused an "Argument Null" error to appear after the authentication process during the creation of a user in an OnPrem System using Document Inbound. This issue occurred when executing the actions 'Create Email Address Without License' and 'Create Email Address and Assign License'. Now, the user should be created successfully when the action is performed.

Created: June 28, 2024

Release Version 23.1.14.0

Bug Fix

Job queues do not have the correct No. of Minutes Between Runs

We've fixed a bug that caused the Job queues to be automatically created with an incorrect number of Minutes Between Runs. Previously, the system was setting this value to either 100 or 60 minutes. With this update, the Job queues will now correctly be set to 5 minutes between runs as originally intended.

Release Version 23.1.13.0

Bug Fix

Return documents via Barcode (Both) to record that no longer exist

We've fixed a bug that was preventing documents from being automatically assigned and uploaded to the Sales Quote in the SharePoint after being uploaded to a Document Inbound extension. Now, users should be able to assign a Barcode Entry on a Sales Quote, post the quote, and successfully assign the document automatically as expected.

Bug Fix

Bug Fixes and Improvements in Document Inbound

  • Fixed the issue where a normal SIM_DI USER were receiving an error when assigning a document due to problems with the SIM_DI Barcode Ackno. table permission.
  • Improved the automatic assignment in Document Inbound, which was behaving oddly for customers with multiple selections. The multiselect is now working again and a new action "Assign All Automatically" has been added.
  • The document preview in the Document Inbound list is now fully displayed on the entire page.
  • Resolved the issue with the email retrieval in On-Premise Document Inbound.
  • All actions that can't be executed by an admin are now disabled for enhanced security and system stability.

Bug Fix

Import / Export Wizard issue with exporting with online definition

We have resolved a bug in the Core Import/Export Wizard specific to the Product Document Inbound. The issue previously caused an unexpected redirection when users attempted to export existing configurations with online definitions. This has now been fixed.

Feature Upgrade

Add Notifiction when The Client Secret expires

When the Client Secret is about to expire, now a Notification will be displayed to the defined Contact Person for Document Inbound

Feature Upgrade

App Registration Wizard

We've introduced an App Registration Wizard for Document Inbound administrators. This new feature allows administrators to have greater control over their App Registration Information, streamlining the process and enhancing user experience. This wizard is included in the guided experience but can also be opened via the Document Inbound Module Setup with the action "Configure App Registration"

Release Version 23.1.12.0

Bug Fix

DI - Fixed Breaking changes

There was the problem that there were breaking changes in the product. These have been corrected in this version.

Release Version 23.1.6.0

Bug Fix

DMS - Licensing and Config Wizard not Run After Product Name change

The Guided Experience is now available for products which have had got a name change.

Bug Fix

DI - Error when opening Pages where DropZone is visible

There was a problem that when DMS is deactivated or the Document Central user is not active, the error "Record is not open" occurred when opening a page with the Document Central integration. This has now been fixed.

Release Version 23.1.1.0

Bug Fix

DI - Empty Content Type From Filename

We have fixed a bug where the system was not properly utilizing other content type (CT) sources for the content type of a document when a document was uploaded without the configured filename placeholder. Now, the system will correctly assign the content type using other CT type sources if the CT cannot be determined from the filename placeholder.

Bug Fix

DI - Update Status on the Inbound list automatically

We've fixed a bug that was preventing the status of a document from updating correctly in the inbound list when the configuration changed to a state where the document could no longer be assigned. Now, the status update can be performed through an action and any changes to a document's assignment status will be accurately reflected in the inbound list.

Bug Fix

DI - No information when creating barcode without barcode no. series

Previously, when attempting to create a barcode with an empty or incorrect number series, no action was taken. This has now been corrected. If an empty or incorrect number series is entered, an error message will now appear, indicating that the number series needs to be checked.

Bug Fix

DI - Empty Metadata when overwriten by empty placeholder

We have fixed a bug related to the configuration of placeholders that overwrite metadata. Previously, if a document was uploaded without the placeholder or if the placeholders were empty, the mapping values were still overwriten. With this fix, in such cases, the mapping values will not be overwriten anymore.

Feature Upgrade

DI - Move to new Object range to enable OnPrem usage

We've introduced a new object range for DI which now allowes the use of DI for OnPremise systems. Please note that the old object ranges have been set to obsolete and the data has been migrated via an update routine. This update allows for seamless use of DI in conjunction with Business Central OnPremise.

Feature Upgrade

DI - Handeling Silent Upload with an Inbound List

In this release, we have extended the Silent Upload functionality for DI Admins. Now, when a Silent Upload is set up, the document will not be directly uploaded to the record. Instead, it will be placed in the corresponding Inbound List. This enhancement improves document tracking and provides an opportunity to review the document before it is uploaded to the record. Please refer to the updated Documentation for detailed instructions on how the Silent Upload should be implemented.

Feature Upgrade

DI - Barcode on Multiple Tables

This release introduces a new functionality that allows DI Users to assign the same barcode to multiple records from different source tables. This feature enhances data organization and promotes efficient record management.

Release Version 23.1.0.0

Feature Upgrade

DI - Preview enhancement

In order to increase user-friendliness, the preview has been revised. With a new splitter, you now have the possibility to customize the preview of the width size. These adjustments are individual for each user and are saved automatically. To adjust the size of the document after resizing, you can press the following button.

Release Version 23.0.2.0

Bug Fix

Document Inbound - "Processing split" message when clicking on auto-assigning the document

We've fixed a bug related to the Document Interface (DI) system. Previously, when assigning a document, an incorrect message was displayed. Now, the system will display the correct message as expected.

Release Version 23.0.1.0

Bug Fix

DI - Barcode factbox name wrong and sometimes not displayed

We have remove the option to change the title for the Barcode Factbox in Document Inbound. The title change was causing empty factbox names to appear. Now, users will see the factbox name fixed as "Barcode".

Bug Fix

Document Inbound - Missing Permissions

Resolved an issue causing a permission error when opening pages with integrated Barcode Factbox from Document Inbound, even with Administrator permission. These pages can now be accessed without any issues.

Bug Fix

Document Inbound - "Create Barcode" sets not all necesseray fields

There was a problem when creating a barcode through the "Create Barcode" action if the created barcode already existed in the barcode entry table via the "Assign Barcode" action, as some necessary fields were left empty. This issue has been resolved so the "Create Barcode" function will skip Barcodes that are already in the Barcode Entry table.

Release Version 23.0.0.0

Feature Upgrade

Document Inbound - Show Metadata in SubPage

The View Metadata action in the Inbound List is now removed. The Inbound List now have a metadata list part which shows the metadata of the selected document directly.

Feature Upgrade

Document Inbound - Fill target field on manual assignment

Assigning the document in the Inbound List manually, will automatically write all of the information of the selected record in the Inbound List target field.

Feature Upgrade

Document Inbound - Check if imported documents (barcode/filename) are already available for assignment

The documents that come to the Inbound List will directly be set the correct status. The document will have a status pending if no target record could be determine, and open if a target record was found.

Feature Upgrade

Document Inbound - DC Import Configuration

The DC import configuration is now available in the Inbound List configuration card.  This option will be shown if the DMS to DC Connector app is installed.

Feature Upgrade

Document Inbound - Show target Action when the target record is found

The Inbound List have a new action called View Target, which opens the record of the selected entry if a record for the document is found.

Feature Upgrade

Document Inbound - SubPage to show Source & Target of the selected inbound entry

The Document Inbound list now have a new SubPage which shows the source and the target of the selected document.

Feature Upgrade

Document Inbound - Assign by RecordID Option

A new assignment type for Document Inbound is now added called "Assign by Record ID", which assign the document based on the recognized record id of the document.

Feature Upgrade

Document Inbound - Show Metadata by RecordID

The Document Inbound List will now have a listpart which shows the possible metadata for the documents when the assignment type is set to "Assign by Record ID". The metadata shows from the unassigned documents are based on the configuration from the inbound list.

Feature Upgrade

Document Inbound - DC Upload via Inbound List

Documents processed through the Document Capture will now no longer be uploaded directly to DMS. The document will be sent to the configured Inbound List before being archived in DMS. This will avoid the problem of document lost when uploading failed.

Feature Upgrade

Document Inbound - New Function Assign by RecordID

Document Inbound will be able to determine the target record including the content type for the inbound list assignment type "Assignment by Record ID" based on the configuration.

Feature Upgrade

Document Inbound - Inbound List WIzard Extenstion for Record ID

The Inbound List Wizard now have the options to use and configure assignment type "Assign by Record ID".

Feature Upgrade

Document Inbound - Update to Business Central 23

The runtime version has been upgraded to version 12 to ensure optimal compatibility with Business Central 23.

Release Version 22.2.1.0

Bug Fix

Document Inbound - Upgrade Codeunit blocks update

There was a problem with the upgrade code unit of Document Inbound, which prevented the update from being carried out. This has now been corrected.

Release Version 22.2.0.0

Feature Upgrade

Document Inbound - Show Count

In this release, we have added a new feature for Document Inbound Admins. Now, admins can easily track the usage of Document Inbound, view the total number of transactions, and have an estimation of how many transaction will happen in the end of the month. This information will be accessible through a new chart added to the admin role center.

Feature Upgrade

Document Inbound - Add email field to Document Inbound List

The Document Inbound - Inbound List will now show sender of the document if the document comes from an email.

Feature Upgrade

Document Inbound - New fields in the Inbound List configuration for email settings

The Document Inbound - Inbound List Card and Wizard now have new fields to setup the "Assignment by Email" assignment type.

Feature Upgrade

Document Inbound - New Function "Assignment by Email"

A new assignment type called "Assignment by Email" for Document Inbound is now available. This assignment type will assign the documents in the inbound list based on the sender email address

Feature Upgrade

Document Inbound - Show related Data to Email

Document Inbound can now determine which target record, content type, and metadata for the entry in the inbound list when the assignment type is set to "Assignment by Email"

Release Version 21.2.0.0

Feature Upgrade

Message when Executing Synchronize Emails from Group

A message is now shown after using the "Synchronize Emails from Group" action, which displays how many users are activated.

Feature Upgrade

EventSubscriber for DMS Barcode Entry 2 for transfering Entry to DI Barcode Entry

If a new barcode is created in the Barcode Entry 2 table in DMS, it is written to the Barcode Entry table in DI, if Document Inbox is installed.

Feature Upgrade

Manual Transfer of Barcode Entries

On the "SIM_DMS Barcode Entry" page you will now find an action called "Transfer Barcode Entries". With this action you have the possibility to transfer your barcode entries to the table "SIM_DMSDI Barcode Entry".

Feature Upgrade

Captions and Tooltip Revision w/Weblate

Improvement of Captions & Tooltips around the product "Document Inbound by Simova"

Bug Fix

Barcode Factbox titel overwrites the DMS factbox titel

An error ocurred that canged the titel of the DMS DropZone Factbox to have the same name as the DMS Barcode Factbox.

This bug was now fixed the Titel of the DMS DropZone Factbox will not be overwriten by the configured Titel of the DMS Barcode Factbox.

Bug Fix

CheckList error on update

There was a problem that during the update a table entry was tried to be inserted, although this entry existed.
This was fixed by requesting the context.

Bug Fix

Opening old Inbound List causes error

a error occurred after open the old Inbound List. Now, the list can be opened without a error

Bug Fix

Guided Experience Checklist overlapping DMS Guided Experience

The problem that the guided experience from DMS was overwritten with the guided expirence from DI has now been fixed.

Bug Fix

Factbox Visible in Barcode Conent Type Selection

The document preview factbox was displayed during the content type selection for barcode label printing. This is now hidden there.

Bug Fix

Group Query While Opening Email List.

Document Inbound user will now receive an error message when trying to open the Document Inbound - Email List page, when there are no group for Document Inbound created by the admin.

Release Version 21.1.2.0

Bug Fix

CheckList error on update

There was a problem that during the update a table entry was tried to be inserted, although this entry existed.
This was fixed by requesting the context.

Release Version 21.1.1.0

Bug Fix

Barcode Managment Codeunit publicly available

The following files have been made available to the public.

  • codeunit 71667591 "SIM_DMSDI Barcode Management"
  • enum 71667575 "SIM_DMSDI Type of Barcodes"

Bug Fix

Barcode Factbox titel overwrites the DMS factbox titel

An error ocurred that canged the titel of the DMS DropZone Factbox to have the same name as the DMS Barcode Factbox. This bug was now fixed the Titel of the DMS DropZone Factbox will not be overwriten by the configured Titel of the DMS Barcode Factbox.