Release Notes

Bug Fixes

• Resolved issue where PDF buttons would throw an error when editing loaded PDFs via the ‘Open PDF’ button

Major

• Enhanced how FuseDocs interacts with multiple APIs to streamline management and improve consistency with the application gateway.

• Improved workflow stability and recovery. The system now better handles issues related to file storage and network connections, ensuring workflows are more reliable.

Minor

• Added functionality to display warnings and disable the application based on outdated versions. Users will receive notifications and be prompted to update or contact support if using an unsupported version.

• Updated support for capturing the "Title" value from the Xero API, allowing for more comprehensive data retrieval from XPM records.

Bug Fixes

• Fixed a crash issue that occurred when saving workflows without a specific tab.

• Resolved problems with document extraction by ID from SuiteFiles when changing regional date/time settings.

• Corrected the bug where file extensions were missing and double-clicking to select documents in the selector window no longer worked.

• Addressed the crash that happened after editing and saving documents with the Quick Edit feature.

Minor

• Updated the logic in FuseDocs/FuseSign integration to optimize the retrieval of bundle counts, reducing server load by fetching these counts only when needed.

• Improved the resilience of the decryption process in GetSavedValueUnEncrypted. Now, if the login token data is corrupted or incorrect (such as being cloned from another workstation), the system will prompt a new login instead of throwing an error.

• Adjusted the error message when a merge document is being accessed by another process to make it clearer and more actionable for users.

Bug Fixes

• Fixed an issue where deleting broken workflows as a super user caused a reference exception. Now, the process will correctly terminate without trying to access the deleted object.

Major

• Added the ability to search and assign MYOB GreatSoft (GS) contacts directly from the FuseSign bundle screen.

Minor

• Improved the contact lookup query to streamline the search process, enabling better filtering of contacts based on client relationships, though this feature is optional

Major

• Updated the integration between FuseDocs and FYI to ensure that only the latest version of a document is pulled into FuseDocs. This change prevents multiple versions of the same document from being imported, aligning the behavior with how documents are handled in MYOB.

Minor

• Added the 'thread_master: true' option to document requests sent from FuseDocs to FYI. This enhancement ensures that only the final version of threaded documents is retrieved.

Major

• Introduced a new export button that allows users to save documents directly with an option to apply flatten annotation security.

Minor

• Updated the appearance of readonly/disabled template buttons to make it clearer when they are inactive.

Bug Fixes

• Fixed an issue where saving documents back to FYI would fail when the client_code was set in appconfig.

Bug Fixes

• Resolved an issue where support tickets were not being created when users attempted to submit them via the FuseDocs error message prompt.

Bug Fixes

• Addressed an issue where saving documents back to FYI using the client_name could result in partial matches, causing documents to be filed under the wrong client.

Minor

• To prevent accidental clicks that could lead to unintended purging of old workflows, the "Purge Old Workflows" button has been repositioned on the Archived Workflows tab.

• A new warning message has been implemented to notify users that re-publishing a draft bundle will break existing FuseSign bundle links for that workflow. This warning is displayed when users attempt to re-publish a draft bundle, ensuring they are aware of the potential impact.

• A validation rule has been added to detect and warn users about potential double calculations in calculation elements, reducing errors and ensuring accuracy in document processing

Bug Fixes

• Fixed an issue where the document order in the Doc Selector window would change each time the window was reopened if more than 10 documents were added. The sorting is now based on the entire document ID, ensuring consistent document order.

• Resolved an issue where users were unable to log a support ticket when the support window was opened from an error dialog. The underlying configuration has been corrected, allowing tickets to be logged as expected.

Minor

• Users can now specify the tab number for dynamically generated tabs, such as draft cover letters, ensuring they sit directly under their parent tabs. This improvement enhances the workflow by matching the tab order to the process flow, reducing the need for staff to skip and return to different tabs.

• The ability to highlight and copy text from columns in the Home workflow listing or from the cog display has been added.

• A new success window has been added to notify users when a document has been successfully saved to PDF.

Bug Fixes

• Addressed a critical issue where data could be lost when using the "Save and Archive" button on the workflow save popup. The button's action has been reviewed to ensure it performs the same as saving, closing, and archiving manually from the main menu, preventing any data loss.

• Fixed an issue where the final document in a FuseSign pack was being dropped when using a specific signer combination. This issue was causing the last document of the run not to be included in the full pack contents. The logic has been adjusted to ensure all documents are processed and included correctly, regardless of their position in the list.

Minor

• Workflow stages listed on the prompt screen are now left-aligned, making it easier for users to view and interact with the stages.

• FuseDocs bundles now automatically inherit the due date and reminder settings from FuseSign when pushed via the external API.

Bug Fixes

• Spaces in the email field during login to FuseDocs are now handled correctly to prevent issues with SSO providers like Microsoft. This change ensures that users do not encounter errors due to trailing spaces in their email addresses.

• Added functionality to allow supers to archive workflows marked with a 'FuseDocs version error,' ensuring that such workflows can be managed properly without being stuck in an unmovable state.

• A new "Save and Archive Workflow" button has been introduced, appearing only when all stages of a workflow are completed.

Minor

• Allow FuseDocs file/fsgrid to turn off unsigned flag and detection

• Enabled a number format option for FuseDocs that allows for one decimal place.

• Increased column width and introduced text wrapping to Bundle Details tab to allow for better visibility of longer document file names.

• Remove connection string from logging for security reasons.

Bug Fixes

• Resolved an error where FYI Icon wasn’t visible on previous version

Minor

• Enhancements have been made to the "Bundle Details" tab for FuseSign saveback. The system now displays warning colors (red or similar) for bundles with statuses that are not finalised, and alerts users if they attempt to save documents with any status other than ‘finalised’.

• The tooltip for the FuseSign output icon has been updated based on the saveback method selection. When using ‘savebackviafusedocs’, the tooltip now reads: “When this document is signed, it can be filed back to <DMS> from the Bundle Details tab,” rather than implying auto-filed status.

Bug Fixes

• Resolved an issue where selecting the live email tab in FuseDocs caused a hard crash if no packs had been generated. The email tab now handles scenarios where no attachments are present, preventing crashes and ensuring stability.

Minor

• Updated the signatory query draw in FuseDocs to allow multiple conditions for filtering. This enhancement provides more flexibility in handling signatory queries.

• Enhanced the Document Selector to allow multiple document selections.

• Updated the Save logo on the FuseSign Bundle screen to display the FYI logo for documents being saved back to FYI.

• Added an indicator to the FuseSignDocumentGrid element to show if a document has a placeholder signature pending.

Bug Fixes

• Resolved an issue with the Other Doc Selector window in FuseDocs, which previously only displayed 5 documents and lacked scrolling functionality.

Major

• FuseDocs now supports Mixed Verification Mode when sending to FuseSign

Bug Fixes

• Resolved an issue where FuseSign FYI document metadata was being lost from output tab on close/reload

Minor

• FuseDocs will support documents from FYI with no document extension

Bug Fixes

• Resolved issue where TextListSelectGrid elements were not prefilling data from queries