PinPoint 2.985
Enhancements:
- Variable naming by document metadata fields
- Workflow business rule added to distribution rules for routing special workflows
- ARIE Direct can have a template selection for capturing content for document metadata fields
- Expand / Collapse of document view, on the File/Review screen
- Encrypted emails
- New menu selection to see what is in the ARIE queue
- Compare document report
- New Skins and icons, including Cupertino and Redmond
Bug Fixes:
- Being able to add documents properly with security settings
- Fixed profile favorites and add document screen issue w/ PDFXViewer
- Remove special characters or rename file entirely if illegal characters exist
- Recover document issue resolved
Next Release – Target Date 12-31-15
- Text message with External Link
- Via SMS
- Send Text
- Text Workflow with an External Link
- Expiration date for External Link
- Drag and drop documents on most screens to quickly file documents
- Optionally select a template for it to process the metadata if selected
- Load LDAP
- New easier validation for application
- Group workflow
- Integration
- Sales force
- QuickBooks – Even create invoices from us to QB
- New API
- “NOT” logic for distribution rules
- Dynamic sub-divider – create new ones unique and on-the-fly.
- Emoji’s in New Voting option
- Logical Filtering – Numeric
- Pull metadata from PDF forms
Release BlackHawk – 2Q 2016
- Complete CRM built-in with notices, calendars, To-do, newsfeeds, opportunities, contacts…..
Release BlackHawk 2 – TBD
- Sorting
- Private, personal and default folders show together
- Proximity search and Populate
- Bar code
- OMR
- ICR
- Document in multiple folders – references
Rick