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Release Notes for Version 2.0.99.0

Please read the following notes about this Wise Owl release carefully before installing it.

IMPORTANT

Any data you had previously stored in Contact level Custom Fields will be lost

IMPORTANT

Please review the following settings after installation:

  • Site Settings -> Documents
  • Document Folders on Disk
  • IIS docs Settings
  • Web.Config

IMPORTANT

Remember to put back the customer facing changes for final release

IMPORTANT

Description

Improvements to IF processing. Support non-english document names.

New Features

  • Process and evaluate IF statements in document templates to ensure they are removed from final documents and improve reliability of processing them.
    • Invalid / unprocessable IFs are highlighted.
  • Support uploading and editing (in MS Word) of documents with non-english characters.

Bugs Fixed

  • Fix New Document To Other contacts button on Matter Contacts tab to be disabled if there are no other contacts listed.
  • Fix resource pack imports can sometime fail or show failure message even if import worked OK.
  • Fix drop down list of document actions on Matter Documents tab can be cut off.
  • Fix spelling errors in some error messages.
  • Fix multi-line text boxes cause an error if you enter html / email address / < or > characters.
  • Fix not correctly updating database fields when uploading document. This generally didn't have any serious impact, as other mechanisms would fix the issue as part of normal operation.
  • Fix error when sorting Report Definition list page.
  • Fix showing the Trust Bank Rec page which allows clearing and completing the bank rec if the bank rec is already completed.

Other Changes

  • Change how Create Document from Template works so it can create multiple documents more reliably.
    • Now has a progress indicator when processing multiple documents, and shows a list of documents which were created - so the user can choose what their next action is (edit doc, back to doc register, merge more docs, etc).
  • Add filter by doc group to custom field listing page.
  • Improve ordering of Extra Parameters listing on Document Register page.
  • Disable the New From Template button on Document Register if no active templates are loaded into the system, to allow us to rollout to clients with no templates.
  • Prevent Trust Bank Adjustments being posted against a completed bank rec or outside the bank rec date range.

Reports

  • No changes.

 

Manual Changes Required for Installation

  • None.
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