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Document Inbound

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.