What's New in Globodox

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Version 10 -  22 September 2015

 

GLOBODOX Framework Enhanced

The underlying framework of GLOBODOX has been completely overhauled. This has taken us a couple of years to accomplish and we are very proud of what we pulled off. Since the framework is behind the scenes, in this release you may not see too many visible changes. However our work on the framework enables us to add new exciting features faster, fix reported bug fixes faster and release updates faster.

 

We have a long list of new features and enhancements lined up for the immediate future. If all goes well you will start seeing new GLOBODOX releases with new features every few weeks!

 

Some of the new features in this release are listed below...

 

Additional System Options added to the Options Dialog for control of Folder Sharing and Restricting

The new options let you exercise greater control over what happens when a folder is shared or access to a folder is restricted

 

New privilege in Other Privileges Ė Allow users to create sub-folders not owned by them

In earlier versions users could create sub-folders inside folders which were not owned by them. The new Allow users to create sub-folders not owned by them privilege now lets you control this behaviour

 

Assign ongoing workflow task to another user

You can now assign a task of an ongoing workflow to another user

 

Edit a saved query

You can now edit saved queries in GLOBODOX

 

Search & Highlight Text (beta)

You can now see the values you searched for, highlighted within the found documents. This feature only works with PDF files and is currently in beta (we are working on improving the implementation).

 

New password Policies added to GLOBODOX

3 policies have been added inTO Settings>>System Settings>>Password Policy

Password must contain at least one number
Password must contain at least one symbol
Password must contain at least one uppercase character

 

Auto-Logout feature

You can now set an inactivity timeout for individual apps in GLOBODOX

 

Virtual Printer now supports printing of files with non-English file names

Virtual printing of files with non-English file names is now supported

 

Version 9.5.0.13 -  22 September 2015

Minor Bug Fixes and changes to support Windows 10

 

Version 9.5.0.12 -  17 February 2015

Minor bug Fixes.

 

Version 9.5.0.9 -  16 October 2014

This Version features improved performance, better memory management and bug fixes.

 

Version 9.1.0.5 -  14 May 2014

Minor bug fixes.

 

Version 9.0.0.36 -  05 February 2014

Globodox Drive
Globodox Drive appears like any other drive in Windows  Explorer and the File Open box. So whenever you want to access a file from any Windows application, the virtual drive like any other drive, will be available giving you access to all the documents that you are authorized to view. Whatís more, you can also attach documents from the repository when you reply to email messages. Globodox allows you to access folders, tags as well as various document types. And, if you make any changes, you can also check-in the revised document back in the repository. You can also view, search and edit documents using this drive. Click here to learn more about Globodox Drive.

 

Capture Folders
Capture folders are special folders which let you quickly add documents to Globodox without starting the Globodox Desktop Client.

You can create and configure multiple folders to capture documents and add them to Globodox directly. Each folder can be associated with a DB and a Destination Profile. The Capture Folders can then be used when adding documents via other modules like Globodox Drive, Send To and Virtual Printer. Click here, to learn more about Capture Folders

For users upgrading from an older version of Globodox, Folder Monitor has now been renamed to Local Capture Folder.

 

Mobile Apps
Globodox Mobile App is now available for Android and iOS based mobile devices. With a beautiful, simple and responsive user interface, the app makes navigation quick and easy. Folders, Tags, Document Types and Stack Types are all available at your finger tips! The app allows users to access, view, delete and download files. The app can be downloaded from the Google Play Store and the Apple App Store. Click here, to learn more...

 

Virtual Printer
Globodox now lets you print any file format using the Globodox Virtual Printer and save it as a PDF file in Globodox. Once you print a document to the Globodox Printer, the capture folder will be displayed. Select the folder you want to add it to. The document will now be added to Globodox in PDF format. You can also print Web Pages and directly add them in PDF format in Globodox. Click here, to learn more...

 

Send To
Using the Send To >> Globodox option in the contextual menu, you can quickly add files to Globodox without using Globodox.. All you need to do is just right click on the file you want to add to Globodox and select the Send To>> Globodox option. A list of capture Folders will be displayed. Select the folder you want to add it to. The document will now be added to Globodox. Click here, to learn more...

 

Globodox Server
Globodox Server is a service which runs in the backgound when Globodox is installed. By default it runs under port 5511. The Server needs to be running for Globodox Desktop Client and all other modules including the Globodox Mobile App to work. Click here, to learn more...

 

Change in Login dialog
Users upgrading from an older version of Globodox will now experience a change in the Login dialog. Now the Login dialog is designed in such a way that The Globodox Desktop Client and all modules like Virtual Printer, Send To and Globodox drive will use the same login credentials. Only one license will be consumed by all the modules on a single machine. You will not be able to login with multiple users to different modules on a single machine. To know more about the change, click here

 

Import from Folders in Scan window
Globodox now lets you add pre-scanned files to the Globodox Scan window. Once these files are added Globodox will treat them as normal scanned files and will let you perform additional powerful scanning features already available in the Scan window. To know more, click here.

 

Publish as Minor and Major version
By default whenever a draft document was published in Globodox, it used to get publish as a major version. For e.g. if you were working on a draft document v1.2 and publish the document, the version would change to 2.0. Globodox now lets you Publish the document as a Minor version too.  For e.g. if you were working on a draft document v1.2 and publish the document, the published version would be v1.3

 

Workflow Designer - Delete
You can now delete a workflow directly from the Open dialog in the Workflow designer.

 

Version 8.3.0.11 - June 17 2013

Minor Bug Fixes

Version 8.3.0.7 - June 03 2013

Merge pages option
You can now merge two or more scanned pages and save them as PDF or TIFF files. For more info see, Merging two or more scanned documents

Version 8.2.0.11 - April 10 2013

Watermark
You can now add a Watermark to certain types of documents in Globodox (e.g. PDF, TIFF, PNG). For example if a document is confidential then putting a watermark with the text "CONFIDENTIAL" on the document makes it easy to identify. The watermark will be also be displayed on the document even when it if emailed, printed or faxed. You can choose to choose any text with any size and font as a watermark. This helps you make sure that private or confidential documents are not being distributed or misused.

For Steps, see Place a Watermark on a document

Preview of MS Outlook MSG files has been improved.

New workflow Activities added.
4 new activities have been added.

Delete
This activity can be used to automatically delete documents or Stacks in Globodox.
Wait
This activity can be used to wait for a particular time period before the next activity is started.
End Workflow
This activity can be used to end a workflow after a certain task is performed.
Export to folder
This activity can be used to export a document to a folder.

New privileges added to control Distribution of documents without annotations, redactions or watermark.
3 new privileges have been added in the Other privileges section in the Role dialog.
Distribute Document without Annotation
Distribute Document without Watermark
Distribute Document without Redact

New Privilege added to control replacing of documents.

You can now send workflow activities to groups and roles.
Workflow activities such as Approval, Review etc can now be assigned to groups and roles rather than individual users. They will then be sent to all users in the group or role.

Version 8.1.0.6 - December 14 2012

Minor bug fixes.

Version 8.0.0.49 - October 30 2012

Access documents from mobile devices...

The Globodox Web Client now supports mobiles devices such as smart phones and tablets (iPads, Android Tablets etc.). If your Globodox web client installation is accessible over the Internet you can now access your documents from the road using almost any mobile device.

To access the mobile version of the web client simply add /m to the URL you normally use to access the Globodox web client (e.g. example.com/globodoxweb will become example.com/globodoxweb/m ).

The mobile version of the web client is currently in beta. It only supports finding and viewing documents. Over the coming months we have big plans of adding a lot of features to it.

The Globodox Web Client including the mobile web client is included with Globodox Suite. As always it is available as an optionally purchased module for Globodox Standard customers.

Support for Windows 8 and Windows Server 2012
Globodox now supports both 32 bit and 64 bit version of Windows 8. It also supports Windows Server 2012.

Support for SQL Server 2012.
Globodox now supports SQL Server 2012.

Renaming tags
From this version, Globodox lets you rename tags too just like you can rename folders. Simply right-click the tag in the Tags node and then click Rename. Type the new name and press Enter to save it. For steps, see Rename a Tag.

Virtual Duplex Scanning mode
Globodox has always supported duplex scanning i.e. scanning both sides of a page and storing them in the correct order in a PDF or TIFF file. However this required your scanning to have built-in support for duplex scanning. With the new Virtual Duplex scanning mode, Globodox can now handle duplex scanning even with scanners which do not have built-in support for duplex scanning.

This is how it works...
Put a stack of documents in to your scannerís ADF (Automatic Document Feeder). Globodox will scan the front side of each document. Now simply flip the stack of documents and place them in your scannerís ADF. Globodox will now scan the reverse side of all the documents in the stack. After this Globodox will automatically re-arrange the scanned pages so that the reverse side of each scanned page comes immediately after the front side of that page in the PDF or TIFF file.
The virtual duplex mode also works if your scanner does not have an ADF (i.e. you scan using the flatbed of your scanner). However in this case, you have to individually flip each document after their front side is scanned.

Scanning and Scan window simplified...

1.New scan profiles added (these are only visible in new Globodox installations).
2.You can now automatically despeckle scanned images.
3.Virtual Duplex Scanning supported  (this option is only displayed when the selected scanner does not have built-in support for duplex scanning)
4.DPI settings are now adjusted dependent on the scanner.
5.Quality of Black and White scanned images has been improved.
6.Separator pages (Blank page or Barcode) are now displayed in the Scan Preview window so you can see if a non-separator page has been wrongly detected as a separator page.
7.The Scan Preview window now allows you to select a Page view (each scanned page displayed as a single thumbnail) or Document view (each scanned multi-page document displayed as single thumbnail) of the scanned documents
8.When documents are duplex scanned, the Scan Preview window makes it easy to differentiate between the front and reverse of the document

 

Batch-updating of multiple documents and stacks with common information
Globodox now lets you update common information for multiple documents or multiple stacks together. To update multiple document, select the documents and update the following common information for them:
 
1. Set a document title (All the selected documents will then have the same title)

2. Assign a document type (The same document type will be set for all the selected documents)

3. Enter indexing information for that document type (All the selected documents will have the same indexing information)

4. Assign the same tags (All selected documents will have the same tags)

5. Choose a folder (All the selected documents will be assigned to the chosen folder)

6. Link to a Stack (All the selected documents will be linked to the chosen stack)
 
Similarly you can also update common indexing information for multiple stacks.
 
This feature will save your time and effort as you wonít need to update information individually for each document or stack. You will be able to do it in a single batch.

Note: Batch update can only be performed by users having the 'Bulk Update' privilege.

 

Auto Save indexing information
In previous versions, Globodox required you to manually save any changes to a document's or stack's indexing information. But from this version, Globodox gives you the option to automatically save the changes you made to the indexing information of the document. To activate the option, go to Options --> User Options --> Auto Save and check the Automatically save changes to indexing information box.

Preview of MS Outlook email messages now supported
Globodox now supports previewing of .msg files imported from MS Outlook.

Restrict specific user actions
In previous versions of Globodox, you could restrict a Role from performing one or more actions on all documents. For example, you could decide that a user with the Role set as Assistant cannot delete any document. However, it was not possible to restrict specific actions (e.g. Modify, Delete etc.) on a per document basis. You had to restrict the user from accessing the document itself. Now it will be possible to restrict the user from performing certain actions on specific documents too; e.g. you can let the user view and modify the document, but not delete it. To learn how, see Restrict --> Restrict specific user actions in Security Basics.

Copy/Paste text from a document into an indexing field
While entering indexing information for a document, sometime the values you need to enter are already present in the document. So it can save a lot of time and typing mistakes if you can just copy them from the document preview pane and paste them into the field. This new feature allows you to do just that. Simply select the area of the scanned page which has the text you need and copy it. Globodox will OCR that selection, convert the selection into text and copy it to the clipboard. All you have to do is paste the information into the right indexing field. For steps, see second Note under Enter Indexing Information for a Document.

Note: Copy/Paste text from a document can only be performed by users having the 'Distribute' privilege.

Documents hyperlinked to their Folder
For every document in Globodox, until now you could see the folder to which it is stored. It could be seen under Information panel --> Information tab --> Other Information --> Related Folder. But you could not quickly jump to that folder. Now Globodox automatically creates a hyperlink to the folder so that when you click the link, it jumps to that folder, where you can see the other related documents in that folder. This feature also lets you quickly switch from the document to its folder in just one click, thereby saving your time.

Manage privileges for Roles in bulk
To assign or unassign privileges to a Role, you need to go to Settings ? Roles and double-click a Role to open the Role window. Before this version, if you wanted to assign or unassign all privileges to a particular role, you had to check and uncheck the box for each privilege in the Role window separately. This was quite consuming. Now you can simply click the column header and all the privileges will be checked or unchecked together.

Replace Document by Scanning
Now you can replace an existing document in Globodox with a document you are about to scan. All you need to do is click the More button in Workspace and from the drop-down, click Replace by Scanning. This will bring up the scan window. Scan the appropriate document just as you normally would. The scanned document will automatically replace the existing document. The file name will change to the new documentís file name, but the document title will remain unchanged. For steps, see Replace Document by Scanning.

Indexing field setting remembered
The Information tab in the Preview pane displays the indexing information of the document. You can choose to view the indexing fields in a single column or double column view. In previous versions, if you switched to a different view and then previewed another document, Globodox would revert to the original column setting. But now Globodox retains the setting until you change the setting again.

Zoom level of documents remembered
In previous versions, if you changed the zoom level of a document in the Preview pane, Globodox would return to the default level when you switched to another document. But from this version, Globodox remembers the zoom level you last selected and retains it across all documents until you change it. In fact, it remembers the same zoom level even if you logout and log back in.

Block Indexing
By default, Globodox automatically begins to index a newly added/modified document in the background. Sometimes the documents can be very large (taking up too much processing time to index) or just unindexable (for e.g. photos which have no text which can be recognized or extracted). Also sometimes Globodox can have trouble indexing a particular document. With this version, Globodox lets you block the indexing process for such documents. For steps, see Block Indexing.

No prompt when assigning/editing/deleting a tag from a document
In previous versions of Globodox, if you added a tag to a document and hit the Enter key, it would display a confirmation message. This message was not required. So we have done away with it.

Two new Command Line Options added
Two new Command Line Options have been added in this version of Globodox. They are: Reset Cache DB and Reset User Profile. To learn more about them, see Command Line Options.

Command Line Options now available in Active Directory Integration mode
Command line options are now available when you log-in to Globodox in the Active Directory Integration mode.

 
Version 7.6.0.7 - January 31 2012

Merging one Tag with another
Now you can merge one tag with another. This will delete the tag that is merged, remove that tag from all documents bearing it; and automatically add the other tag to these documents. When you click the Tags node in the Navigation pane, you will see these documents added to the other tag. This new feature helps you in case you misspelled a tag while adding it to a document. To replace the incorrect tag with the correct one, you need not edit the tag individually in each document. You can simply create a new tag and merge the incorrect tag into the correct one. This feature also helps in rectifying situations where multiple users accidentally create similar tags. Merging of tags is a privilege that can be assigned to different roles as per the requirement. To learn more, see Merge Tags.

Sorting of Destination Profile list
Until now, if you wanted to view the Destination Profiles you have saved in Globodox, the Destination Profile drop-down would not display the list in an alphabetical order. But now, Globodox displays the profile list in the drop-down in an alphabetical order.

Publish multiple draft documents together
Before this version, you could only select one draft document at a time and publish it. However from this version, you can select multiple draft documents (or even all of them) and choose to publish them all together. To learn more about this, see the Notes in Publish a Draft to Make it the Next Major Version of the Published Document.

Thunderbird Setup 9.x drag & drop mail Support
Now you can drag and drop your emails from Thunderbird version 9.x onwards, into Globodox. These email messages will be displayed in the Preview pane in Globodox.
 
Version 7.5.0.4 - December 21 2011

Language Support
From version 7.5, the Globodox setup will be separately available with user interfaces in English, Spanish, French and Slovak. Note that though the user interface (menus, messages etc.) is currently available in the above mentioned languages in addition to English, you can store documents and data in any language in Globodox.

Workflow Cloning
Organizations often have certain business processes that are similar to each other. Normally you would need to create separate workflows for each process from scratch. However, from version 7.5, you can create a single workflow for just one of the processes. Then for each process you can create a copy (clone) of that workflow and then make the necessary changes to the copy. This results in considerable time savings for the persons who create workflows.

Display of EML file in Preview Pane
Prior to version 7.5, viewing an email message stored in EML format required you to have MS Outlook Express or Windows Live Mail installed on your machine. But now Globodox natively supports viewing EML files in the Preview Pane. So email messages including those downloaded by the Email Capture module can be viewed without needing MS Outlook Express or Windows Live Mail installed on your machine.
Note: This new feature does not support previewing of email attachments other than images.
 
Version 7.3.1.7 - September 15 2011

Import and store Email Attachments as separate documents in Globodox
Email Capture can now handle in a better way, email messages which have attachments. You can configure Globodox Email Capture such that, whenever an email message with attachments is detected, the attachments will be stored as separate documents. They will automatically be linked to their corresponding email message. So for example if an email message with a single attachment is captured, Globodox will create two documents, the email message itself and the attached file. Both the documents will be linked to each other. For more information, see Import email attachments as separate documents.

To Do Activity
Globodox Workflow now has a new activity called the To Do activity. This is a simple activity to pass a document related task (for e.g. Print this document and send by FedEx) to a user (or even multiple users). Click here to learn more about this activity
 
Support for password protected files
Inbuilt viewer for MS Word and MS Excel now supports viewing password protected .docx and .xlsx files.
 
Version 7.2.0.10 - July 14 2011

Review Activity in Workflow

A new activity called Review has been added to Globodox Workflow. Using this activity in a workflow, you can route a document for review, to one or more users. These users can then review the document and provide comments (if any). Each user's comment can optionally be added to the document as a separate note.  Usage scenario for this activity includes a situation where you want to send a document after it has been approved, to one or more users so that they can review the same (for e.g. review changes to a policy document).

 

New events added to Event Log

15 new events have been added to the Event Log. These are:
 

Document Approval Request: This event is logged when a document is routed for approval..
Document Rejected: This event is logged when the document you sent for approval is rejected.
Document Approved: This event is logged when the document you sent for approval is approved.
Document Approval Response: This event is logged when the user to whom you sent an approval request has responded to your request.
Document Review Request: This event is logged when a document is routed for review.
Document Reviewed: This event is logged when the user to whom you sent a review request has reviewed the document.
Document Review Response: This event is logged when the user to whom you sent a review request has responded to your request.
Document Signing Request: This event is logged when a document is routed for it ti be signed.
Apply Stamp: This event is logged when a stamp is applied to a document.
Apply Signature: This event is logged when a signature is applied to a document.
Publish Document: This event is logged when a draft document is published.
Tag Document: This event is logged when a tag is applied to a document.
Untag Document: This event is logged when a tag is removed from a document.
Remove Document from a Folder: This event is logged when a document is removed from a particular folder.
Route Document: This event is logged when a document is routed using a workflow.

 

Once the auditing of these events has been enabled in the Configure Audit Events window (under DB Settings), Globodox will maintain an audit trail of these events by recording them in the Event Log.

 

Version 7.1.1.5 - April 29 2011

Use Document Title as File name
Document Title specified by the user is now also used as the file name for scanned documents.

 

Cloning a Folder Structure includes Security Settings

You can now choose to include security settings while cloning a folder structure.

 

Workflow approval activity comments

Comments entered during the Workflow Approval Activity are now saved as Notes for the document/Stack.

 

Version 7.0.0.9 - March 04 2011

Minor bug fixes.

 

Version 7.0.0.8 - February 28  2011

"Globodox Core" is now "Globodox Standard"

 

Active Directory Integration
This helps you quickly import Windows users as Globodox users. So you do not need to separate create user names and passwords in Globodox. Whatís more, when these users login into Windows and start Globodox, Globodox will no more prompt them for their username and password; Globodox will simply use their Windows credentials to log them in. Active Directory Integration makes managing multiple users much simpler. Learn more

 

Draft Documents

Draft documents in Globodox are temporary, intermediate documents which may be created while a team of users are working on the next major version of a document. Draft documents can have different access permissions as compared to published documents. Thus draft documents enable a team of users to securely collaborate on the next version of a document and also enable the modified document to be reviewed by another team of users (e.g. via a workflow) before it is made available to a larger set of users (e.g. an entire department or company). Learn more
 
Published Documents
Because of the introduction of the Draft Documents feature, the help file as well as the Globodox User Interface refers to regular documents (or non-draft documents) as Published Documents.

Disable Drafts Documents Feature

If you do not wish to use the Draft Documents feature, you can hide Draft Document related tabs, buttons and menu options by unchecking the Draft Documents option in the System Options section of the Options dialog. This could be helpful if you think your users might get confused by the draft documents related user interface.

 

Built-in Word and Excel Viewer

The new built-in Word and Excel Viewer allows you to view .doc, .docx, .xls and .xlsx files even if you do not have MS Office installed on your computer. What's more, you can even annotate and stamp MS Word and MS Excel files the same way as you could with files such as TIFF and PDF files (annotations cannot be burned on MS Word or MS Excel files).

 

So how does this help:

Let us say you use Open Office Writer from Sun Microsystems, and your colleague uses MS Word. You have just received a Word document in Globodox that has been created by them. If you didn't have version 7 of Globodox, you would click the button at the top right of the preview pane ("Open this document for viewing in its associated application"). This would open the document in MS Word if you had it installed on your machine. But if you did not have MS Word installed or the MS Word Viewer installed, it would be difficult to view the document. But now that you have version 7, even if you do not have MS Word installed on your machine, you can still view the document with the built-in MS Word viewer.

 

Choose between built-in and third-party viewer for MS Word, MS Excel and PDF Files

Using the options dialog, you can now specifically configure what viewer you wish to use for MS Word, MS Excel AND PDF  File. Learn more...

 

Lock Viewer settings  for all users

Using the options dialog, you can now lock the file type viewer settings so that only the superadmin can change them. Learn more...

 

Background Text Extraction

In the earlier versions of Globodox, whenever a document was added to Globodox, the OCR/Text Extraction for the document was performed at the time of adding the document. But now this process will be performed in the background. This means adding multiple files (even hundreds of them at a time) to Globodox will be much faster than before, as you will not need to wait to add the next file until the OCR/Text Extraction has been completed for the current file.

 

The text extraction only happens on the machine on which Globodox is installed in server mode (a single user installation of Globodox is always installed in server mode).

Since text extraction now happens in the background, the process continues even when you close Globodox.

 

The background text extraction service can be viewed by exploring Control Panel>Administrative Tools >Services>ITAZ Globodox Indexing Services under the Name column. A user can stop or restart this service by right clicking and selecting the Stop or Restart options.

 

Built-In Text Extractors

Globodox now features built-in text extractors for popular file formats such as MS Word (.doc, .docx), MS Excel (.xls, .xlsx) and PDF files. This means you no more need to have iFilters installed on your machines for these file formats, as Globodox can handle them on it's own.

 

New entity Draft Documents added to Role Privileges

You can control access to draft documents by assigning different privileges to different Roles over the new Draft Entity.

 

Hierarchical Security Groups

Hierarchical Security Groups allow the creation of a group tree. This allows organizations to closely mimic their organization structure. Using this feature you can give users access to not only documents owned by users of their groups but also documents owned by users of all their group's sub-groups. Learn more

 

Initiate Workflow Privilege added to Role and Share Privilege list

This feature allows you to control which roles can be given document routing privileges. Learn more

 

New Workflow Designer and Workflow Monitor related privileges

New workflow designer related privileges allow you to control what users are allowed to view, add, modify and delete workflow designs in the workflow designer. Similarly new Workflow Monitor related privileges allow you to control who can view, pause, restart or cancel running workflows. Below is a list of the privileges (added to the Other Privileges section)...

 

Manage Owned Workflows
Manage All Workflows
Create Workflows
Modify Owned Workflows
Modify All Workflows
Delete Owned Workflows
Delete All Workflows
Monitor All Workflows
Monitor Owned Workflows

 

New privilege added to control who can select/unselect which events to audit in the Event Log

A new privilege has been added (to the Other Privileges section) to control who can select/unselect which events to audit in the Event Log.

 

New Workflow Activities added

Globodox workflow is even more powerful now with the addition of the following activities...

 

Auto Publish
Signature
Auto Stamp
Apply Security Label
Share

 

Identifying Unread Messages

Inbox (Messages) and Inbox (Tasks) now show unread entries in bold.

 

Remember Layout

Now Globodox will remember the width of the various panes that you set within the main window and within the document windows too. It will also remember the document window size you had set last time. So the next time you open the application or the resized document, it will open Globodox with the pane and window sizes you had the last time when you closed the document or the main Globodox window..

 

Faster Performance
The Globodox installation is now optimized for each machine after installation. The optimization process is started right after installation finishes and continues in the background. You can continue using Globodox while the optimization is in progress.

 

Version 6.1.0.5 - February 09  2010

Error ignored when adding multiple files to Globodox
While adding large number of files to Globodox, if an error occurs for a file, that file will be skipped and Globodox will continue adding the remaining files. After the addition is complete it will display the list of skipped files.

 

Version 6.1.0.0 - December 23  2009

Policies
Use Policies to control some aspects of Globodox Security. For more info see Policies
 

Drag & drop documents from Globodox to Windows Explorer

You can now drag and drop documents from Globodox to Windows Explorer by pressing the CTRL button on the keyboard and dragging the documents to a Windows folder. For more info, Drag and drop documents from Globodox to a folder
 

Destination Profiles Manager

You can now create, modify or delete destination profiles using the Destination Profiles Manager.
 

Version 6.0.0.0 - October 16  2009

Email Capture
The Email Capture feature in Globodox, downloads email messages from any POP3 mail server and adds them to Globodox. Globodox will automatically extract fields (To, From, Subject etc.) from each email and enter them as indexing information for that email in Globodox. This makes all email messages immediately searchable.  For More info, see Manage Emails in Globodox

 

Folder Monitor
The Folder Monitor watches one or more specified folders on your disk and adds any files added to those folders to Globodox. You can use this feature to directly add files to Globodox even when Globodox is not running. All you need to do is, add the files to the monitored folder and Folder Monitor will automatically add these files to Globodox. This is also handy when working with Network Scanners which put the scanned documents in a folder. For more info, see Folder Monitor

 

Reports
Globodox now comes with built-in usage reports, letting you see documents added or modified by users on a daily, weekly or monthly basis. The reports can be exported as a PDF, HTML, MHT or XLS files. For more info, see Reports

 

Deskew tool

You can now auto-straighten a tilted scanned image by using the Deskew tool. For more info see Enhance Scanned Documents

 

Despeckle tool

You can now remove the noise (tiny black spots) from a scanned image by using the Despeckle tool. For more info see Enhance Scanned Documents

 

Eraser tool
You can now remove punch hole marks, stapler (pin) marks or other areas from a scanned document by using the Eraser tool. For more info see Enhance Scanned Documents

 

Parameterized Saved Search
You can now create a saved search that prompts you to enter the condition values, whenever you run the search. For more info, see Prompt user for the condition value when applying a saved search

 

Last logged in user name is remembered
The username of the person who logged into Globodox last is remembered and is automatically filled in the username box on the login screen. For more info see Security Policies

 

Remember password option on the login dialog
Login dialog now has an option to remember the password, so next time don't need to re-enter your password. For more info see Security Policies

 

Automatically login on startup option on the Options dialog
Options dialog now has an option to automatically log you in when you start Globodox (i.e. no login box is displayed). For more info see Options Window

 

 

Version 5.6.0.8 - November 07 2009

The multi-user.gdx file is now saved at a new location
The multi-user.gdx file is now stored in the ITAZ\Globodox folder created under the folder designated as the Common Application Data folder in your Windows installation. For Windows Vista/Windows 2008/Windows 7, this will be the C:\ProgramData\ITAZ\Globodox folder. For Windows 2000/XP/2003 this will be C:\Documents and Settings\All Users\Application Data\ITAZ\Globodox

Apart from multi-user.gdx file, the config.ini file is also stored in this folder.

 

Use document title as File name
You can now use the Document Title as the File name when exporting documents to a Windows folder, by using the Export wizard. For more info see, Export data to a CSV file

 

Version 5.6.0.6 - October 07 2009

Add pages to existing Tiff and PDF documents, from the Pages panel
You can now add pages to an existing multi-paged PDF and tiff files directly from the Pages panel. This reduces the number of clicks required to perform this task.
For more info see, Insert a page to a multi-paged document

 

Version 5.6.0.1 - September 07 2009

Globodox now loads much faster than before.
 
FTP Based File Stores
The folder/location in which Globodox stores any files you add to it is called the File Store. In earlier Globodox versions the file store could be a local folder on your disk or shared folder on your network. With this version we are introducing FTP based File Stores. You can configure Globodox so that any files you add are stored on a pre-designated FTP server (for e.g. a IIS FTP server). In a multi-user setup a FTP based file store would be more secure than a network share based File Store.

An existing network share based File Store can be converted to a  FTP based file store and vice versa. For more info see, Create a new FTP based File Store

Thumbnails section in the Options dialog
New entries have been added under DB options in the Options dialog. The new Thumbnails section allows you to control the display and navigation of thumbnails. It has the following options...

Create thumbnail on Check-in
Check this option to generate thumbnails of documents, as soon as they are added to Globodox. With this option enabled, it will take slightly longer to add documents because of the time taken to generate the thumbnail. Enabling this option is recommended only if...

1) You often use the thumbnail view instead of the list in the List View pane,

And

2) a) You use an FTP based file store,

Or

2) b) You store document in an encrypted form.

Enabling this option ensures that the thumbnail view is loaded quickly. If this option is disabled then when you select the option to view thumbnails of the documents in the List View pane, you will be informed that the thumbnails for the documents have not been generated. To generate the thumbnails, in the List View pane click the Click here to generate the thumbnails now link on the yellow information bar which appears. Enabling the Create thumbnail on Check-in option may cause performance issues.

Allow page navigation
Normally Globodox displays a navigation bar for any thumbnail of a multi-page file. Due to performance reasons, this option is disabled by default for files which are stored in encrypted form and for files which are located on a FTP based File Store.

Enable this option to display the thumbnail navigation for files.

 
 

Version 5.5.0.4 - August 07 2009

Map Zones
The Zone Maps feature in Globodox lets you recognize scanned text and bar codes in specific pre-defined areas of a scanned document and then automatically store the recognized values in their corresponding fields. This means that you can automate your indexing process for identically formatted documents (for e.g. bills from the same telephone company) and eliminate manual data entry. For more info see, Zone Map

Navigate documents in a Stack in continuous mode
This option is available from the User Options node of the Options window.

On enabling this option, you will be able to navigate between the pages as well as documents by using the Navigation buttons on the Preview pane. For a single page document when you click the Next button, the next document in the list will be displayed. For multi-page document, when you click the next button the next page will be displayed. On the reaching the last page of multi-page document, if you click the Next button, the next document will be displayed.

Print Advanced search conditions along with the search results
When you print search results that are displayed in the List View pane, you can now choose to print the conditions used in that search at the top of the search results. This feature helps in quickly identifying the conditions used to generate the search results.. For more info see, Print the Search Results along with the Query Conditions

Print All documents of a stack
You can now print all the documents related to a stack in one go. For more info see, Print Documents related to a Stack

 
 

Version 5.3.0.0 - July 06 2009

Delete button now deletes documents from a Folder, Document Type, Tag or from a Stack
Hitting the Delete button from anywhere in Globodox will delete the selected document permanently. Hitting the Delete button from anywhere in Globodox will now delete the selected document permanently. In earlier versions hitting the delete button would only unlink a document from its folder, tag, document type or stack. For more info see, Delete a Document

OCR document containing text in a different language
You can now OCR a document that contains text in language other than English. For e.g. if you have a document that contains text in the Danish language then you can configure the OCR engine to recognize the Danish language text. This option will only work if you are using the Microsoft Office OCR engine. Only languages supported by the MS Office OCR engine are supported. For more info see, OCR document that contains text in a different language

Separate option for OCR in the Options dialog
A separate option has now been added to OCR documents on check-in. Earlier versions of Globodox had just one option called Automatically extract text on check-in. This option would enable extraction of  text from documents such as MS Word files as well as OCR of scanned documents. From this version onwards you can separately control OCR of scanned documents.

Customize Quick Search
You can now select the fields that you want Globodox to search in, when you use the Quick Search feature. In the earlier versions of Globodox, the Quick Search feature would only search in the Document Title, File Name and the Document Text. Now, you can select any field (displayed in the List View) that you want to search in, by using the Customize Quick Search dialog.

The Customize Quick Search box can be accessed by clicking the Quick Search drop-down and selecting the Choose columns for Quick Search option. For more info see Select fields to include in Quick Search

Reactivate a deactivated user
You can now reactivate a deactivated Globodox user. So if you have accidentally deactivated a user you can easily undo your action. For more info see Activate a User Account

Reactivate a deactivated group
You can now reactivate a deactivated Globodox group. So if you have accidentally deactivated a group you can easily undo your action. For more info see Activate a Group

Document Type with an auto-generate field now shows up in the Scan window
Document Types that have one or more auto-generate fields will now show up for selection on the Scan window. Such Document Types were not listed in earlier versions.

Create sibling folder
You can create a sibling folder by right clicking any folder and choosing the New Folder option. If you use folders to manage your documents then you must have noticed that when you have a long list of folders then it becomes unmanageable to scroll every now and then to click the Create new button, to create a new folder. The same problem is also noticed when you have a long list of sub folders, you have scroll above to select the parent folder and then right click it to create a sub-folder.

Now, we have added the New Folder option on the Folder right click menu. Now, just select a folder right click it and select the New Folder option to create a sibling folder.

Inactivity time out option
User who have been inactive for a specific period of time can now be automatically logged out.  You can set this time using the Inactivity time out option in the System Options pane of the Options dialog. For more info see Inactivity Timeout. For more info see Inactivity Timeout

Specify document name while scanning a document
You can now specify the Document title of the scanned document from the Scan window. The Document Title box is available in the Destination pane of the Scan Window.
For more info see, Specify Document Title of the scanned document

New Activities in Workflow
New activities have been added in Workflow, which allow you get/set values of fields having different data types. For more info see, General Activities (Tasks)

Simplified user interface for specifying conditions in workflow
Specifying conditions for activities has now been made easy.

Route Stacks to other users
You can now send stacks for approvals by using a Workflow. Using Stacks and the new Workflow activities you can create complex business processes. For more info see, Route
 
 

Version 5.2.1.1 - June 16 2009

Continuous scrolling available for multi-page document
You can now scroll through a multi-page document by using the mouse wheel instead of using the navigation buttons, in the display pane.
 
Add documents directly to the selected Document Type
You can now directly add a document to the selected Document Type.

Add documents directly to the selected Folder
You can now directly add a document to the selected Folder.

Add documents directly to the selected Tag
You can now directly add a document to the selected Tag.

Create a new Role based on an existing role
You can now create a new role based on an existing role. For more info see, Create a new role based on an existing role

Save merged document as PDF or Tiff file
You can now merge two or more scanned documents and save them as PDF or Tiff. For more info see, Merging two or more scanned documents

Add document to a Stack before entering the indexing fields
In the earlier version you could not add a document to Stack unless you saved the Stack. This behaviour is now changed, you can now add a document to a Stack and then enter its indexing values.

 
 

Version 5.2.0.7 - May 29 2009

Simpler way to create Security Label
Now, you don't have to create/use separate labels for a document or a non-document entity. The same label can be used for both. For more info see, Security Label
 
Improved Folder and Content Security
Now a Security Label applied to a Folder, will also get applied to its sub-folders and to the documents in it.
 
Auto-fill feature for PickList and Lookup field
You can now just type in the value (at least 3 to 4 characters) you want to select in a PickList and Lookup field and Globodox will automatically find remaining portion of the value and fill it in for you.

 
 

Version 5.2.0.6 - May 27 2009

Improved barcode detection
Globodox now uses a better technology to detect barcodes

 
 

Version 5.2.0.1 - May 06 2009

Enhanced Command Line Options
You can now reset all the users' profile or if you want you can specify a set of users, to reset their profile.  For more info see, Command Line options.
 
 

Version 5.2.0.0 - May 05 2009

Initial Loading performance improved

Globodox now loads much faster than before. The splash now displays the current status and progress.

 

Clone Folders

You can now create the same folder structure that you frequently use in Globodox by using the Clone feature.  For e.g. Let say to you create a same set folders for each customer. It will be tedious to create these folders if you have a hundred's of customers. By using the Clone feature you will have to create the folder structure just once and then clone/copy this structure whenever you want.

Command Line Options
You can now run Globodox in maintenance mode by using the Command Line options.
 
 

Version 5.1.1.4 - April 21 2009

Improved PDF display

Globodox now uses a different technology to display PDF files. Now, you wonít have any problems while viewing large PDF files as they will now load much faster. Tasks like annotating, inserting Pages to PDF documents and modifying PDF files using Image Editor window (that were not created using Globodox) will now be possible.

 

Compression available for few file types

You can now control the compression of few file types (like tiff and jpeg) files by using the Settings option available for  File Types in the San window.

 
 

Version 5.1.0.5 - March 12 2009

Export Folder Structure

You can now export Globodox folders along with all the sub folders and documents to a destination on your local disk (retaining the folder hierarchy).

For more info see, Export Folder Structure

 

 

Version 5.0.2.2 - February 20 2009

Import data to a Look up field
You can now import data to a Look up field in a Globodox DB.
 
 

Version 5.0.2.0 - February 16 2009

Drag and drop files to the list View pane
You can now drag and drop files from windows explorer to the List View pane.

 

Automatically delete files from original location after adding to Globodox
You can now choose to automatically delete files that are added to Globodox from their original location.
For more info see, Add documents from disk

 

New column added for the Inbox (Tasks) and Completed Tasks node
A new column called Display Name has been added to list view pane of Inbox (Tasks) and Completed Tasks. This column shows the Display name of the initiated workflow.

 

Send multiple documents in a single fax
You can now send multiple documents in a single fax.
For more info see, Fax a document

 
 

Version 5.0.1.7 - February 02 2009

Maximum size of documents to extract text from
You can now specify the size of the file that should be indexed by Globodox. For e.g. you can choose to extract and index files that are less than 4 mb in size by using this option. Please note that this option is only available for MS Access DB.
 

By default the limit of the file size is set to 1 mb. This means that files larger then 1 mb will not be indexed. For slower machines it is recommended to choose a lower value. A larger value will affect the performance of MS Access DB . This option is useful in a multi-user scenario where you can disable extracting and indexing of text on slow machines for large files without disabling full text search.
For more info see, Maximum size of documents to extract text from

 

Scanned documents can now be displayed in Adobe Reader

You can now view the documents that are scanned using Globodox in Adobe Reader.
For more info see, Show all PDF files in the associated viewer

 
 

Version 5.0.1.4 - January 09 2009

Replace from disk
Replace document from disk feature is now available
For more info see, Replace document from disk
 

 

Version 5.0.1.3 - December 18 2008

Search Folders and Tags
You can now quickly search for Folders and Tags.
For more info see, Search a Folder, Search a Tag

 
 

Version 5.0.1.0 - December 03 2008

Add pages to existing Tiff and PDF documents
You can now add pages to an existing multi-paged PDF and tiff files. You can also delete a page and change the order of the pages.
For more info see, Insert a page to a multi-paged document

 

File Type icon is now displayed in the grid
Documents displayed as list in the List View pane will now be displayed with a icon of their file type. This will help you to quickly identify the file type of the document.

 

Field name with 40 characters is now supported.

 
 

Version 5.0.0.5 - November 13 2008

Clear button added in the Advanced Search Panel
Clear button is now added in the Advanced Search Panel. The Search, Save As... and Clear buttons have been shifted to the left side of the pane and the Conditions drop down is to the right.

 
 

Version 5.0.0.4 - November 11 2008

Paste button added on the PickList Data Type List source window
Copy a list of values from Excel (from a column) or other spread sheet program and click the Paste button on the List source window to add these values to the PickList field. For e.g. instead of entering a list 100 values one by one you can just copy these values from a column and click the Paste button on the List Source button to instantly import these values to the data field. The Paste button is available for both PickListSingle data type and PickListMultiple data type.
 

 

Version 5.0.0.3 - November 6 2008

Globodox can display PDF files using it's built-in viewer or the free Adobe Reader. Two new options have been included in the Globodox Options dialog to help you choose when to use the built-in PDF Viewer:

 

1. PDF files created using Globodox

Choose this option if you only want the PDF documents created using Globodox (i.e. by saving a scanned document as PDF) to be displayed in the built in PDF viewer. In this case the PDF documents that are not created using Globodox will be displayed using Adobe Reader.

 

2. All PDF files

Choose this option if you want all PDF documents (created using Globodox or not) to be displayed in the built in PDF viewer.

 

Two new comparison operators have been included in the Advanced search:

 

1. Is Empty
Use this operator to match empty values.

 

2. Is Not empty
Use this operator to match non-empty values.

 
 

Version 5.0.0.2 - October 22 2008

Minor bug fixes
 

 
Version 5.0.0.1 - October 20 2008

 

Renamed
doQuments Enterprise edition is now renamed to Globodox

 
Fully revamped user interface
An easy to use, redesigned user interface similar to the familiar Outlook user interface. Designed to increase user efficiency while searching for and managing documents.

Search centric design
Search is much faster than before.

Folders
Folders behave very similar to Windows Explorer folders. Create Folders and Sub-Folders to quickly categorize your documents. Hide a folder from specific users or share a folder with specific users.

Import entire folder structure
If you already have a well defined folder hierarchy in which you arrange your documents, you can easily import your documents along with your existing folder hierarchy in to Globodox. The exact same folder hierarchy will be recreated in Globodox.

Tags
Attach simple text tags to documents (think of it as attaching one or more labels to your documents). You can apply as many tags as required to a document. You can then search for documents to which a specific tag has been attached.

Document Types
Separate documents into various types (e.g. bills, checks, letters) and store type specific information along with each document. For e.g. you can store Date and Amount with each bill and then easily find all bills greater than US $100 from January 2008. Similarly you may want to store Sender Name and Date along with each letter.

Stacks
Group documents into different types of stacks. For e.g. you can create a stack type called Supplier and group documents into different stacks (one for each supplier).

Annotation
With the annotation feature you can draw, highlight, stamp, write comments, etc. directly over any scanned document. You can choose to burn the annotations on the image, so they become permanent part of the image.
 
Electronic Signature
A scanned image of a user's signature can be stored and used as the user's electronic signature. It can be applied on any part of a scanned document.

Document Notes
Store unlimited number of notes along with each document. Apart from the note text each note will contain the date, time as well as the name of user (note creator).

Links
Documents can be linked to other documents or stacks.
 
Revamped Security
Create Users, Roles and Groups. Control access to your data and documents on a user by user basis. Decide who can view a document and who can edit it. Create Security Labels to apply identical permissions to multiple documents.

Share Documents
Share documents with users or groups of users with specific permission. For e.g. you can share a documents with UserA with View permissions and with UserB with View and Modify permissions.
 
Restrict Access
Restrict documents from a user or a group of users with just a few clicks.

OCR
Built in OCR automatically extracts text from scanned documents, making them searchable instantly. Option also available to use Microsoft Office OCR engine (if available).
 
View and edit OCR and extracted text
You can now view text extracted via OCR from scanned documents also text extracted via IFilters from other document types. You can edit and save this text. This provides a handy way to correct any OCR errors.

Fax
Fax one or more documents directly from Globodox.

Web Client
With cross-browser support, the Web Client is more powerful and looks very similar to the Desktop Client.

Quick Multi-user setup
Quickly move from single user setup to a multi-user setup in a few easy steps.

Tightly integrated Workflow
Workflow is now fully integrated with Globodox. You can now route documents with a single click and receive workflow tasks and messages right inside the application.

Burn documents to a CD/DVD

Use the built-in CD/DVD burning features to burn selected documents to a CD/DVD.

Create self-running CDs/DVDs with built-in searching and viewing capabilities (Module)

Use the optionally available CD/DVD add-on to create self-running CDs/DVDs with built-in searching and viewing capabilities.

Drag and Drop text
Select and drag a piece of text from any source e.g. MS Word, Web page or from your email and drop it in Globodox to automatically save it as a .RTF file.

Bar Coded Separator Pages
Create bar coded separator pages during scanning to separate multi-page documents from each other.

Preview of MS Office files is now supported
Preview MS Word, MS Excel and MS PowerPoint files directly in Globodox.

 
 

Version 4.6.12 - November 26 2007

Barcodes will now be detected row-wise from top to bottom. Just like reading sentences on page, the barcodes will be detected in the left-to-right, top-to-bottom (line-by-line) sequence.
 
 

Version 4.6.6 - August 13 2007

Barcode Detection

 

doQuments now supports Code 128 barcodes. More barcode formats will be supported in the future.

 

Blank Page Detection Threshold

Default blank page threshold is now set to a lower value for more stricter detection of blank page.

 

A wrong detection at any stage of the batch scan means that all subsequent pages will be saved incorrectly. We recommend that you do a test run to find out the best value for your scanner. You must choose the lowest value which works correctly for you. (Click here for more details)

 

Minor bug fixes.

 
 

Version 4.6 - June 05 2007

Barcode Detection

Using this feature doQuments can detect barcodes on any document being scanned (or even any supported image document added via drag & drop). The information contained in the detected barcodes can be automatically stored in data fields. You can select the data fields in which information from the barcodes must be stored. Please note you can only select Small text or Large text data fields to store the barcode information. You cannot use multi select data fields, list data fields or auto-generate data fields to store the barcode information.

 

doQuments supports Code 39 barcodes. More barcode formats will be supported in the future.
 
Options to perform barcode detection are available in the Batch Scan Wizard, Scan Panel and Scan Window. Bar codes on existing image documents can also be detected using the Detect Barcodes option on the Document menu.

 

Do not show records
Use this option if you do not want to show any records to be displayed when a DB is opened. Please note users will need to query the DB to view the records if this option is selected.

 

Note: Any records added by the user in the current session (that is after the user's latest login) will remain accessible to the user. To view these records, the user must use the "Show All Records" option on the Search menu. This option is normally used to remove any applied query and show all the records.

 

 

Version 4.5

doQuments is now integrated with Workflow.

 

 

Version 4.4 - May 04 2007

doQuments uses a new and improved mechanism to extract and index text from documents. Text extraction is now done using IFilters installed on the user's machine. IFilters act as plug-ins and are a part of Microsoft Indexing Service (they are also used by Windows Desktop Search). Using the IFilter mechanism improves the accuracy and performance of text extraction in doQuments.

 
For doQuments to be able to extract text from a file of a particular format, an IFilter for that file format must be installed on the user's machine.

 
IFilters for the following file formats are installed by default on Windows 2000/XP/2003/Vista machines...

PPT (Microsoft PowerPoint presentation)
DOC (Microsoft Word document)
XLS (Microsoft Excel spreadsheet)
HTML documents
TXT documents

 
For PDF files, existing users will need to download the freely available PDF IFilter from...

http://www.adobe.com/support/downloads/detail.jsp?ftpID=2611

 
You can also install third party filters to enable doQuments to extract text from other file types, e.g.:

Microsoft XML IFilter
Microsoft RTF IFilter
Microsoft Visio IFilter

 

More information and downloads links for various IFilters (both free and commercial) are available at...

IFilter.org
Desktop Search IFilters

 

 

Version 4.3.3 - January 04 2007

Minor bug fixes.

 
 

Version 4.3.1 - December 15 2006

Portable doQuments DB
Using this new feature you can mark any MS Access based doQuments DB as a Portable doQuments DB. This DB along with it's System Folder and all it's Storage Folders can then be copied/moved to any removable media (e.g.: USB Drive, Removable Hard Disc, CD, DVD etc.). You can then attach this removable media to any machine running doQuments and open the doQuments DB located on the removable media.

 

You can use this feature to carry your doQuments DBs anywhere with you, distribute your doQuments DB to multiple users or to archive your doQuments DBs.

 

Only doQuments DBs which meet the following criteria can be marked as "Portable"Ö

The doQuments DB should be MS Access based
The doQuments DB's System Folder and all it's Storage Folders must be under one common folder (this is the default for newly created doQuments DBs).

 
doQuments DB list displayed when choosing target doQuments DB for export

When exporting to a doQuments DB, the doQuments DB List is now displayed for choosing the target doQuments DB (instead of the doQuments DB Details Dialog being displayed).

 

 

Version 4.2.24 - October 31 2006

Minor bug fixes.

 
Version 4.2.23 - October 20 2006

Use the scanner interface while batch scanning

The Show scanner user interface option is now available in the Batch Scan Wizard. This will allow you to use the scanner's image manipulation capabilities while batch scanning and adding documents to a doQuments DB.

 
 

Version 4.2.16 - August 30 2006

Minor bug fixes.

 
 

Version 4.2.4 - July 27 2006

Record Templates

With the new record templates feature, when creating a new record, doQuments will automatically fill up the data fields that were specified in the record template. This feature benefits users who have same indexing information repeating on many records. It saves on time and data entry costs.

 

For example: If you have 40 invoices from the same company and you have a data field for 'Company Name', you will not need to enter the name of the company 40 times. You just have to create a record template with this information. Now every time you create a new record using this record template, the company name information will already be filled up.

 

This feature is only available in the Enterprise Edition of doQuments 4.2 and higher.

 

Enhanced Backup and Restore

New improved Backup makes it easy to span your large database backup across multiple storage media. You can now split your doQuments Archive file (.DQA) into fixed sized chunks to fit on the required medium (e.g. CD, DVD, USB Drives, etc.). It creates a series of folders with the specified sized files on your hard drive which can be burned onto CDs or DVDs.

 

Template Manager

You can use Template Manager under the 'File' menu to manage record templates as well as document templates.
 

Reorder saved queries

You can use the Reorder saved queries feature to choose the order in which your saved queries should appear in the menu. The new 'Reorder' option is located in the Query Wizard.

 

Modified Folder Structure
When you create a new doQuments DB, doQuments creates a new folder for that DB with the same name as the DB, inside the doQuments Databases folder. This new folder usually contains the Storage folder, the Messaging folder and the Temp Folder.
 
With the doQuments 4.2, the new DB folder will contain two folders i.e. the Storage folder and the new System folder. The System folder from now on will contain all the folders that are required to run doQuments. This will ease the process of sharing and applying permissions. (Click here for details)
 

Version 4.1.10 - April 12 2006

       

Minor bug fixes.

 

Version 4.1.2 - February 23 2006

       

Minor bug fixes.

 

Version 4.1 - February 21 2006

       

Dynamic Document Templates

Dynamic Document Templates enable you to automatically insert indexing data field values from the currently displayed record into the newly created document.

 

 

Version 4.0 - December 28 2005

 

doQuments Standard Edition discontinued

doQuments Standard Edition has been discontinued. Existing users of doQuments Standard Edition who have purchased within the last 12 months will be upgraded to doQuments Professional Edition free of cost (as per our one year free upgrade policy). Existing users of doQuments Standard Edition who have purchased more than 12 months ago will be able to upgrade to doQuments Professional Edition for a small upgrade fee.

 

doQuments Clipboard

Use the new doQuments clipboard to copy documents or indexing data from one record and paste them into another record. This can speed up data entry in cases where multiple documents have identical indexing values. You can also move documents by cutting them from one record and pasting them into another record. All clipboard options are available from the new Edit menu.

 

Support for MS SQL Server 2005

doQuments now also supports MS SQL Server 2005 based doQuments DBs.

 

This feature is only available in the Enterprise Edition of doQuments 4.0 and higher.

 

The Spiral binder image is gone!

The spiral binder image has been removed from the main window, freeing up valuable space.

 

  doQuments DB Description

You can now store a small (255 characters) along with each doQuments DB. This descriptions is displayed in the doQuments DB List as well as on the DB selection page of doQuments Web Edition.

 

doQuments DB List Security

The doQuments DB list now displays only those doQuments DB for which the currently logged in user has the required permissions. It also displays a small description for each DB.

 

This feature is only available in the Enterprise Edition of doQuments 4.0 and higher.

 

Password protect MS Access based doQuments DBs

You can now secure your MS Access based doQuments DBs by setting a password for the doQuments DB. This ensures that unauthorized users cannot open MS Access based doQuments DBs directly (without using doQuments).

 

This feature is only available in the Enterprise Edition of doQuments 4.0 and higher.

 

Full text search supported for MS Excel files

Support for full text search of MS Excel (.XLS) files is now added.

 

This feature is only available in the Enterprise Edition of doQuments 4.0 and higher.

 

Multi-select in Document List Panel

Multiple documents can now be selected in the document list panel on the doQuments Main Window. This will allow you to copy/cut/delete/email/drag & drop multiple documents at the same time.

 

Menu items re-located

Some menu items have been moved to make things more logical. The Copy and Paste options have been moved from the Image menu to the new Edit menu. They are now called Copy Image to System Clipboard and Paste Image from System Clipboard.

 

All options related to image type documents have been moved from the View menu to the Image menu.

 

Support for MySQL based doQuments Security DB

The doQuments Security DB can now also be MySQL based.

 

This feature is only available in the Enterprise Edition of doQuments 4.0 and higher.

 

doQuments Security DB Wizard

The new doQuments Security DB Wizard provides an easy to use interface to change the type, location or connection settings of the doQuments Security DB.

 

This feature is only available in the Enterprise Edition of doQuments 4.0 and higher.

 

User Manager - E-mail ID

You can now store the e-mail id of the user as part of the user's profile in User Manager. This is useful when using the new E-mail Document feature in doQuments Web Edition.

 

This feature is only available in the Enterprise Edition of doQuments 4.0 and higher.

 

doQuments Web Edition Enhancements

E-mail one or more documents in a record with a single click

 

 

 

Version 3.6 - July 13 2005

 

Drag and drop e-mail messages and attachments from Outlook and Outlook Express

You can now drag & drop e-mail messages from Microsoft Outlook and Microsoft Outlook Express to add to a doQuments DB. Drag & drop of attachments in e-mail messages from Microsoft Outlook, Microsoft Outlook Express and Lotus Notes is also supported.

 

Scanning Enhancements

The scanning features have been enhanced to provide better performance and support for newer scanners.

 

Version 3.5.17 - May 09 2005

 

Document name included in export to document package and import from document package

Document name is now included while exporting data and documents to a document package.

 

Support for escape character

Support for ~ (tilde) escape character to handle situations where the field value contains field separator character.

 

 

Version 3.5.11 - April 05 2005

 

View-only access

View-only licenses are now available for doQuments Enterprise Edition. View-only licenses are priced much lower than the normal full access licenses. Users with view-only licenses cannot make any changes to doQuments DBs. They can only query and view records/documents in a doQuments DB. Customers can purchase a mix of view-only and full access licenses. However at least one full-access license must be purchased. Customers who already own doQuments Enterprise Edition licenses can purchase view-only licenses because the licenses they currently own are full access licenses.

 

Any existing or newly created user can be marked as view-only using doQuments User Manager. A user marked as view-only will not be allowed to make changes to a doQuments DB when logged in. Also users not marked as view-only can temporarily login as view-only by checking the Login with view-only access box on the login dialog.

 

 

Version 3.5 - March 21 2005

 

Support for MySQL based doQuments DBs

In addition to MS Access and MS SQL Server based doQuments, you can now even create MySQL based doQuments DBs.

More information about MySQL is available at http://www.mysql.org

 

This feature is only available in the Enterprise Edition of doQuments 3.5 and higher.

 

Document Full Text Search

This feature allows you to search documents in a doQuments DB based on their content. Currently MS Word (.DOC), PDF, E-mail (.EML, .MSG) , Web Page (.HTM, .HTML) and .TXT files are supported. Support for more file formats will be added soon. Please note that for .DOC files, an installation of MS Word must be present on the machine.

 

This feature can be separately enabled/disabled for each database.

 

This feature is only available in the Enterprise Edition of doQuments 3.5 and higher.

 

Scan and add pages at any position in an existing multi-page document

You can now scan and add more pages at any position in an existing multi-page document. This means that a new page can be scanned and appended at the end of the document or inserted in the beginning of the document or at any position in between.

 

Quick Print

You can now print documents with a single click. You can set the default printer to be used when using quick print to print a document.

 

Vertical Spacing for data fields in the Data List Panel

You can now set vertical spacing between data fields in the Data Panel on the doQuments Main Window.

 

Saved Document Queries

You can now save document queries for later use.

 

Auto rename documents in case of duplicate file names

Files being added to a doQuments DB can now be automatically renamed, if files with the same name already exist in the doQuments DB.

 

0000 format for document names

Document names are now generated in the "Document00001" format. This will allow documents to be correctly sorted in the Document List Panel in case a record contains more than 9 documents.

 

Use file name as document name The file name can now be automatically used as the document name when it is added to the doQuments DB.

 

Black Band Removal

Black bands (if any) bordering your scanned images can now be automatically detected and removed.

 

 

Version 3.2.101 - May 31 2004

 

Minor bug fixes.

 
 

Version 3.2 - May 26 2004

 

doQuments Web Edition

doQuments Web Edition provides a browser based interface to the doQuments DBs created using the desktop version of doQuments Enterprise Edition. doQuments Web Edition can be accessed over your corporate Intranet or even over the Internet. No client-side install is required at all! doQuments Web Edition makes each record and document URL-addressable which you can share with your trusted users.

 

This feature is only available in the Enterprise Edition of doQuments 3.2 and higher.

 

doQuments Security Manager

doQuments Security Manager replaces the doQuments Authentication Server in doQuments from version 3.2 onwards. The key advantage of this change is that, unlike doQuments Authentication Server, you don't need to keep the doQuments Security Manager running in order to use the doQuments.

 

This feature is only available in the Enterprise Edition of doQuments 3.2 and higher.

 

Exporting of Document Package

Export documents as well as the indexing data, to a folder or as a zip file or as a Document Package (highly compressed file). You can even choose to encrypt the Document Package.

 

Importing of Document Package

Import the documents and the indexing data from the Document Package or the zip file.

 

This feature is only available in the Professional and Enterprise Editions of doQuments 3.2 and higher.

 

Create a Zip file

This feature enables you to create a zip file of the selected documents. This makes it convenient to share the documents with the other users. You could simply choose to e-mail the zip file.

 

 

Version 3.0.115 - April 07 2004

 

Minor bug fixes

 

 

Version 3.0.108 - March 04 2004

 

Support for creation of PDF files

doQuments now supports saving of scanned documents as PDF files in addition to the already supported formats like BMP, TIFF, JPEG and PNG.

 

Document Check In/Check Out

The Check In/Check Out feature lets you block others users on the network from trying to edit a document that you are currently editing. When you open a document for editing it is "Checked Out". Other users on the network will still be able to view this document but they will not be able to edit it. Another user can only open the document for editing after you have checked it in again.

 

This feature can be separately enabled/disabled for each database.

 

This feature is only available in the Enterprise Edition of doQuments 3.0 and higher.

 

Document Versioning

This feature allows you to create and retain multiple versions of the same document. Every time you check out, modify and then check in a document, doQuments will retain a copy of the older version and add the new modified document as a new version. You can have an unlimited number of versions for each document or set an upper limit for the number of versions. You can also set a different upper limit for each document.

 

This feature can be separately enabled/disabled for each database.

 

This feature is only available in the Enterprise Edition of doQuments 3.0 and higher.

 

Document Encryption

This feature allows you to store documents in an encrypted form. This eliminates the possibility of someone accessing the documents directly using Windows Explorer (bypassing doQuments). Encrypted documents can only be accessed using doQuments. Various popular and powerful encryption methods such as AES, TripleDES and Blowfish are supported with key lengths ranging from 128 bits to 256 bits.

 

This feature can be separately enabled/disabled for each database.

 

This feature is only available in the Enterprise Edition of doQuments 3.0 and higher.

 

Event Logging/Auditing

This feature allows you to log details about user actions. For example you can configure this feature so that whenever a document is deleted, details about the action are logged. Details logged include the name of the user performing the action along with the date and time of the action. Almost any action a user can perform in doQuments can be logged. You can choose the actions you wish to log.

 

This feature can be separately enabled/disabled for each database.

 

This feature is only available in the Enterprise Edition of doQuments 3.0 and higher.

 

Enhanced Batch Scanning

The batch scanning tool in doQuments has been significantly enhanced with the addition of blank page detection and other options.

 

This feature is only available in the Professional and Enterprise Editions of doQuments 3.0 and higher.

 

Document Replace

You can now replace an existing document in doQuments with another document (instead of having to first delete the existing document and then adding a new document). This feature is useful for users who perform XCopy backups as with this feature the name and path of the file can remain the same after the replace operation.

 

Variable Height Input Boxes for Large Text Data Fields

You can now set the height of the Input Box for each Large Text data field, using the new option available on the first page of the Data Fields Wizard. You can now set the Input Box to display anywhere between 3 and 20 lines of text.

 

Indexing Assistant

The Indexing Assistant is a tool to assist you in indexing documents which are not displayed by the doQuments internal viewer (for e.g. MS Word .doc files). The Indexing Assistant is a floating window which enables you to view the underlying document while entering indexing data. This eliminates the need (while indexing) to switch back and forth between doQuments and the application in which the document in opened.

 

Specify Scan Area

Instead of doing a preview scan and then selecting an area on the preview image for the final scan, you can now directly specify the size of the page being scanned. You can choose from a list of common page sizes such as A4, A3 etc...

 

Minor Enhancements

You will find hundreds of other small improvements everywhere in doQuments 3.0.

 

Restore from Archive menu option removed

Due to potential problems with new doQuments features, the Restore from Archive menu option has been removed from the Document menu of the doQuments Main Window and from right-click menu of the Storage Folder Manager window.

 

 

Version 2.0.172 - February 05 2004

 

New options to save the doQuments DB as a template

The Save as doQuments DB Template dialog now has two options to retain the saved queries in the template and to retain the security information in the doQuments DB template.

 
 

Version 2.0.163 - January 22 2004

 

None

 
 

Version 2.0.158 - November 10 2003

New options on the Image and View menus

The View menu and the Image menus now have new options to Zoom in/Zoom out, flip or rotate images. Also the Fit to Window has been moved from the Image menu to the View menu.

 

New Image Toolbar on Main window

A new Image toolbar has been added to the doQuments Main Window for image manipulation. You can now Zoom in/Zoom out, flip or rotate images in the preview panel.

 

Pan Window button in the Image Viewer window

A new button has been added to the Image Viewer window to show or hide the Pan window.

 

Zoom level remembered

The zoom level of the image in the preview panel of the main window and the in the Image Viewer window is now remembered even after doQuments is closed and started again.

 

Pan window state remembered

The Pan Window state (show/hide) is now remembered for the main window and the Image Viewer window even after doQuments is closed and started again.

 

Drag & drop e-mail attachments to add to doQuments

You can now drag & drop e-mail attachments from applications like Microsoft Outlook Express, Microsoft Outlook and Lotus Notes to add them to doQuments.

 

 

Version 2.0.152 - October 23 2003

 

None

 

 

Version 2.0.151 - September 01 2003

 

None

 

 

Version 2.0.150 - August 28 2003

 

Export to doQuments DB

Delete exported records option added. You can now choose to delete the exported records and documents from the source doQuments DB.

 

Find and Add Files

The files added to the doQuments DB are removed from the search results.

 

Temp Folder Manager

The files added to the doQuments DB are deleted from the temp folder.

 

Parameterized Queries

Parameterized queries are now denoted in the menu by an ellipsis(...) at the end of the query name.

 

Sample doQuments DBs

The doQuments setup now includes sample doQuments DBs to give you a better idea about using doQuments to manage your documents.

 

 

Version 2.0.148 - July 07 2003

 

Minor Bug Fixes

 

 

Version 2.0.147 - June 30 2003

 

Options Dialog

New page File Addition added to Options dialog. You can choose how files which are dragged and dropped must be added to a doQuments DB (to the current record or to the new record).

 

 

Version 2.0 - May 16 2003

 

Security

Control access to your data and documents on a user by user basis. Decide who can view a document and who can edit it. The comprehensive security framework also lets you control a user's access to almost all doQuments features.

 

This feature is only available in the Enterprise Edition of doQuments 2.0 and higher.

 

Support for MS SQL Server based doQuments DBs

Create MS SQL Server based doQuments DBs. You can still choose to create MS Access based doQuments DBs if required. If the volume of data grows or for any other reason you can convert a MS Access based doQuments DB to a MS SQL Server based doQuments DB at anytime.

 

This feature is only available in the Enterprise Edition of doQuments 2.0 and higher.

 

doQuments DB List

The doQuments DB List is a central list of all the doQuments DBs that you work with. doQuments DBs you create can be added to the doQuments DB List.   If you use the doQuments DB List you can avoid using the Windows File Open to locate and open a doQuments DB. You can simply choose the doQuments DB you want to open from the doQuments DB List.

 

Pages

If your doQuments DB contains a large number of fields it can be cumbersome to scroll the data panel to view/edit  all your data. Pages help you solve this problem, by letting you create multiple pages and assigning groups of fields to each page. To view a particular set of fields you simply choose a page from the new Active Page drop down list. Moreover a field can be assigned to more than one page.

 

Export doQuments DB

Data can now be exported from one doQuments DB to another similarly structured doQuments DB.

 

Parameterized Queries

Queries can now request values for their conditions when you execute them. For example instead of creating a query like Name = "John", you can now create a query which will prompt you for the Name whenever you execute it.

 

Create multi-page TIFF files

doQuments now allows creation of multi-page TIFF files. Multi-page TIFF files can be created during scanning or even at later time. The new TIFF File Editorallows you combine images file of any supported formats into a single multi-page TIFF file.

 

Imaging Enhancements

A whole new set of tools for image manipulation have been added. You can now also open an existing image, modify it and then save it back to the record.

 

Find and Add Documents (Batch addition of documents)

You can now search for and add multiple documents to the doQuments DB in a single step. Options are available to add all found documents to single record or create a new record for each document. You can also choose to add the found documents to a temporary folder so that they can be classified by addition to records at a later time.

 

This feature is only available in the Professional and Enterprise Editions of doQuments 2.0 and higher.

 

Batch Scanning (Automatic Document Feeders)

Scan a stack of documents at once with the batch scanning features. Scanners with Automatic Document Feeders are now fully supported. Options are available to add all scanned documents to single record or create a new record for each document. You can choose to add the scanned documents to a temporary folder so that they can be classified by addition to records at a later time.

 

This feature is only available in the Professional and Enterprise Editions of doQuments 2.0 and higher.

 

Storage Folders (Professional & Enterprise Editions)

With the new Storage Folders feature older documents can now be moved to removable storage devices (e.g. CD-R, Zip Disks etc..). doQuments can even prompt for the removable media (on which the document is located) when you select the document for viewing.

 

This feature is only available in the Professional and Enterprise Editions of doQuments 2.0 and higher.

 

Enhanced Backup & Restore (Professional & Enterprise Editions)

The backup & restore features have been significantly enhanced with support for selective backup & restore.

 

Data Import (Professional & Enterprise Editions)

You can now import data from text files (e.g. CSV) into doQuments.

 

This feature is only available in the Professional and Enterprise Editions of doQuments 2.0 and higher.

 

Find Record/Find Next Record

Use the Find Record/Find Next Record feature to quickly jump to records which met the criteria you specify.

 

Removed - Store only the location of the file in the doQuments DB setting

The Store only the location of the file in the doQuments DB setting has now been removed. Documents should now be stored in the doQuments DB's storage folder. Existing doQuments DBs with this option set, are still supported but you cannot now set this option for any doQuments DB.

 

 

Minor Enhancements

A LOT of minor enhancements.

 

 

Version 1.75 - June 11 2002

Updated the doQuments installation program.

 

Minor Bug Fixes

 

 

Version 1.73 - May 20 2002
Minor Bug Fixes

 

 

Version 1.72 - May 10 2002

 

Minor Bug Fixes

 

 

Version 1.71 - April 15 2002

 

Auto-Generate Values

Values for Small Text & Numeric fields can now be auto-generated based on formats provided by the user.

 

Sort and Query Data in the View Data window

The View Data window has been redesigned. Data can be sorted and queried using tools available on the new View Data toolbar. Data can also be sorted by clicking on the column headers of the grid.

 

Save Web Page Settings

Web page settings can be saved without having to create the web pages.

 

Reorder Documents

Documents in the document list can now be reordered using the new Reorder List option. This option is available on the Documents menu.

 

Completely re-sizeable preview panel

The preview panel is now re-sizeable both vertically as well as horizontally.

 

Support for preview of PDF files

PDF files can now be previewed in the preview pane. This option requires Adobe Acrobat Reader to be installed and configured on your machine.

 

Automatic detection of invalid associated folder

doQuments can now automatically detect if the folder specified as associated with the doQuments DB is valid. This can help in situations when you move a doQuments DB to another machine which already has a folder with the same name as the associated folder for that doQuments DB. This problem only arises when the Use Network Path option is not enabled.

 

Improved doQuments DB Format

Changes made to doQuments DB format to improve performance.

 

 

Version 1.67 - February 11 2002

 

Minor bug fixes

 

 

Version 1.65 - January 9 2002

 

New Imaging Technology

doQuments now incorporates a completely new and advanced imaging technology. This includes better scanning and display of images. This version lays the foundation, for a whole new set of imaging features to be made available in the next version.

 

File type Manager

The new File Type Manager lets you create new File Types to be used while saving images from doQuments. Each file type includes information about the image format and other settings such as compression. You can also modify the settings for the default file types. For example you can now change the compression ratio doQuments uses to store images in the JPEG Normal Quality file type.

 

Thumbnails Window

In the thumbnails window, you now have the ability to set the size of the thumbnails along

with the ability to set the number of thumbnails you want to view per page.

 

Supported File Formats

doQuments now supports display of 50 file formats.

 

 

Version 1.52 - October 25 2001

 

Minor bug fixes

 

 

Version 1.51 - August 23 2001

 

Network & Multi user support

doQuments now features enhanced network and multi user support

 

 

Version 1.42 - August 5 2001

 

Create new document

You can create and add new documents to a record using templates

 

 

Version 1.41 - July 28 2001

 

Built-In Viewer Enhanced

The doQuments built-in viewer now supports over 20 file formats.

Some of the formats now supported include TIFF, TARGA, PNG and HTML.

 

Improved Scanner Window

The scanner window now gives you a lot more control when scanning documents into doQuments.

You can now specify the filename and the folder to be used for saving the scanned image.

Also scanned images can now be saved in any of the four supported file formats. These formats are BMP, JPEG, TIFF and PNG.

 

Improved Save Image From Clipboard

While pasting an image from the clipboard, doQuments now displays the Paste Image window. The window lets you specify the filename and the folder to be used for saving the clipboard image. Also clipboard images can now be saved in any of the four supported file formats. These formats are BMP, JPEG, TIFF and PNG.

 

Choose The File Types You Want To Preview

The options dialog now allows you to choose the file types for which you want doQuments to display a preview. For example you can choose to preview only BMP files and not JPEG files. Turning off preview for slow loading image types can speed up navigation between records.

 

Quick Preview Hot Key

By pressing the F9 function key you can now quickly preview any of the supported file formats even when the Show Preview option is turned off.

 

Best Fit Mode For Images

The preview panel as well as the Zoom window now support the option to view images in a Best Fit mode. This setting is available in the Options dialog.

 

Improved Thumbnail window

You can choose to display documents from only the current record in the thumbnail window. The setting for number of thumbnails per page is now remembered. Thumbnail images are now re-sized to best fit the window. You can also choose to view only image files in the thumbnail window. This option is available in the Options dialog.

 

Multi-Line Text Printing

The print dialog now has a wrap text option. Enabling the option will wrap long text values and print them using multiple lines of the column.

 

Set Default doQuments DB

The options dialog allows you to set any doQuments DB file as the default doQuments DB. The default doQuments DB is automatically opened every time doQuments starts up. You can also set doQuments to open the last opened doQuments DB or display a list of recently used doQuments DBs on start up.

 

Toolbar Settings

You can now selectively show or hide the toolbars on the main window. You can also show or hide the toolbar captions.

 

 

Version 1.40 (July 19 2001)

 

Minor Bug Fixes

 

 

Version 1.30 (January 16 2001)

 

Public Release

 

 

 


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