Version History Overview
This page contains the most up to date release notes for PSIcapture 7. To help us make PSIcapture the best product possible, report any issues you find to your sales or support representative, or through our support portal at http://support.psigen.com.
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PSIcapture Releases in 2021
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PSIcapture Releases in 2020
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Helpful References
PSIcapture 7.8.0 (7.8.0.4) Release Notes
Release Date: June 23, 2021
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.5.
- Versions 5.1.1.10 to 7.7.0.x: Uninstall current version, reinstall using Installation Package.
Important: Reboot may be required when upgrading from PSIcapture 7.3 and below. Please ensure you review the system requirements.
Please contact your support or sales representative for assistance.
PSIsafe Customers:
- The PSIsafe Direct migration has been updated to support migrations to PSIsafe 11.3 natively. This deprecates connectivity to any version older than PSIsafe 11.3 (PSIC-7678)
- PSIsafe 12.1 direct migration uses the new PSIGEN Affinity direct migration. The PSIGEN Affinity Direct migration requires the Affinity Server be installed to function properly (PSIC-7176). Please contact support to request a download.
Release Notes
New Features
- PSIC-7797: Added the ability to set an alert on documents when redaction is configured in QA Auto Processing but no redactions were able to be processed on a document.
- PSIC-7796: Added the ability to use the value of an Index Field as the Smart Zone anchor expression for the Redaction Using Zones command in QA Auto Processing to dynamically apply redactions based on variables.
- PSIC-7790: Added the ability to view which user validated a Classification Form and when the validation occurred.
- PSIC-7776: Added the ability to see which user validated a Zone Profile and when the validation occurred.
- PSIC-7775: Added an option to allow Zone Profiles to be automatically validated when a user moves away from a document in the Indexing module.
- PSIC-7200: Added additional barcode processing engine, Aspose, to increase accuracy of barcode and patch code recognition. (NOTE: The Aspose engine should only be used in specific cases where significant improvement in recognition accuracy is observed as the engine processes more slowly than the OpenText engine.)
Feature Enhancements
- PSIC-7843: Improved user experience by ensuring the Form ID selection list in the Indexing module displays Form ID’s in alphabetical order.
- PSIC-7745: Improved setup of PSIGEN Affinity Direct migration by more clearly enforcing requirements surrounding the selection of Folder indexes on Field Settings tab.
Bug Fixes
- PSIC-7874: Resolved an issue where attempting to export individual or multiple Classification Forms from Classification Settings was resulting in an error message.
- PSIC-7852: Resolved an issue where an error could occur when deleting the last record of a document within a Quality Assurance step.
- PSIC-7842: Resolved an issue where a user was unable to clear the alert on a document resulting from redactions not processing.
- PSIC-7840: Resolved an issue where Folders which were left empty as a result of all of its Documents being sent to an Exceptions Batch were not being deleted automatically.
- PSIC-7839: Resolved an issue where an error could occur when manually splitting and combining documents via the Classification Validation dialog window.
- PSIC-7813: Resolved an issue where Smart OMR Zones were not correctly registering Base Weight Values on a template image.
- PSIC-7803: Resolved an issue where the PSIGEN Affinity migration would error where multiple versions of PSIsafe managers and extensions were in place. (Note: Requires Affinity Server version 1.0.12.20 or higher.)
- PSIC-7798: Resolved an issue in QA Auto Processing where filter settings would not move in relation to Command Settings when being reordered.
- PSIC-7789: Resolved an issue where an unhandled exception could occur when loading a Database Import template where the database file in use no longer existed.
- PSIC-7785: Resolved an issue where certain migrations could go missing after upgrading due to an incorrect .Net Framework target.
- PSIC-7784: Resolved an issue where a user was unable to create Smart Zone anchors after resizing a Smart Zone.
- PSIC-7780: Resolved an issue where new rules added to a Classification Form in the Indexing module were not available for adding to existing Classification Rule Sets.
- PSIC-7774: Resolved an issue where the Locate Anchors button could become hidden when creating Smart OCR or OMR zones when center divider was resized.
- PSIC-7767: Resolved an issue where documents could be migrated to the wrong Tab when mapping the destination Tab to an index field in the Affinity Direct migration settings.
- PSIC-7747: Resolved an issue where the PSIGEN Affinity migration would incorrectly report success when no documents were migrated.
- PSIC-7737: Resolved an issue where an unhandled exception could occur if adding a PSIGEN Affinity Direct migration to the workflow when no Index Fields have been configured for the Capture Profile.
PSIcapture 7.7.1 (7.7.1.3) Release Notes
Release Date: February 9, 2021
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.5.
- Versions 5.1.1.10 to 7.6.0.x: Uninstall current version, reinstall using Installation Package.
Important: Reboot may be required when upgrading from PSIcapture 7.3 and below. Please ensure you review the system requirements.
Please contact your support or sales representative for assistance.
PSIsafe Customers:
- The PSIsafe Direct migration has been updated to support migrations to PSIsafe 11.3 natively. This deprecates connectivity to any version older than PSIsafe 11.3 (PSIC-7678)
- PSIsafe 12.1 direct migration uses the new PSIGEN Affinity direct migration. The PSIGEN Affinity Direct migration requires the Affinity Server be installed to function properly (PSIC-7176). Please contact support to request a download.
Release Notes
New Features
- Accelerated Classification Engine
- PSIC-7614: Improved user experience by automatically creating a new Zone Profile if user selects a Classification Form in Indexing which doesn't trigger an existing Zone Profile, if that option is enabled.
- PSIC-7573: Improved user experience by automatically creating a corresponding Zone Profile if a document matches a Classification Form during Classification which is not triggering an existing Zone Profile.
- PSIC-7443: Added Accelerated Classification Configuration options to Indexing module.
- PSIC-706: Added the ability to manually reposition a Classification Form on the Global Classification list by selecting a Form and using the "Move To..." command.
- PSIC-5992: Added the ability to schedule the import of Classification Forms from a database.
- PSIC-5201: Added additional Classification Rule matching options.
- PSIC-7176: The PSIGEN Affinity Direct migration adds the ability to migrate documents along with respective folder-level as well as document-level indexes to PSIsafe 12.1 and above. This migration requires PSIGEN Affinity Server 1.0.7.14 and above.
Feature Enhancements
- Accelerated Classification Engine
- PSIC-7672: Improved user experience by providing an option to mark Zone Profiles as Invalid if they were created automatically but zones defined for auto creation failed to be located on the page.
- PSIC-7665: Removed the success message when anchors are located during Smart Zone configuration.
- PSIC-7660: Improved the consistency of references to Form Fields throughout the product by standardizing the labels to use the term "Form Fields" where applicable.
- PSIC-7659: Improved usability of the product by moving buttons in the UI to the right side of Classification Rule configuration and Table Extraction configuration.
- PSIC-7657: Improved user experience when configuring Smart Zone Anchor Expressions by incorporating Anchor Expression Type selection into grid.
- PSIC-7656: Improved ease of configuration of Smart Zones by adjusting the size of Child Zones created to be relative to the DPI of the template image.
- PSIC-7653: Improved the user experience of editing different zone types by providing a new Edit Zone button directly on the Zone grid of a Zone Profile.
- PSIC-7652: Added the ability to move and resize the parent Smart Zone after creation while configuring child zones.
- PSIC-7651: Improved the user experience when configuring Smart Zones by properly aligning all user buttons.
- PSIC-7642: Added a new Zone Profile toolbar in Indexing to replace the previous Accelerated Zone Profile Configuration button and corresponding dialog for editing existing or creating new Zone Profiles for the selected document.
- PSIC-7630: Added an option when importing Classification Forms from a database to remove special characters from numeric fields.
- PSIC-7626: Improved user experience by implementing a new Accelerated Zone Profile Configuration toolbar for editing and creating new Zone Profiles with indexing, and by removing some unnecessary user prompts while making changes.
- PSIC-7623: Added the option to require that users classify all documents contained in a batch before they are allowed to close a batch containing classification errors.
- PSIC-7616: Improved user navigation by changing the layout of Classification Settings to include new settings tabs for Accelerated Classification settings and Processing Options.
- PSIC-7610: Added logic when using Classification Forms Database Import to not create rules on existing forms if that rule already exists on the form.
- PSIC-7658: Added the ability to set default Rule Match Behavior and default Rule Set Match Behavior to Classification settings.
- PSIC-7655: Renamed the "Group" column on Smart Zone configuration to "Name".
- PSIC-7297: Added a note to the UI of Image Processing indicating that Region Processing is limited to image processing commands which support it.
- PSIC-7281: Added an option to prevent users from closing batches which have Classification errors.
- PSIC-7205: Added a new "Tag" field to Classification Form Definition settings which can be mapped to an index field.
- PSIC-6991: Added the option to require entry of fields that are normally optional on Classification Forms (Group, Record Type, Description, Tag) when creating new Forms in either Configuration or ACE.
- PSIC-6988: Added the ability to copy an existing Classification Form when classifying a new document in Accelerated Classification.
- PSIC-6945: Added a new Show Details option to the Classification Forms screen to display additional information about Classification forms, such as number of Rules, Last Page Rules, whether Table Extraction is enabled, number of defined columns, and more.
- PSIC-6429: Improved the user experience when creating Smart Zones by automatically locating anchors on the page after the creation of a Smart Zone anchor expression.
- PSIC-6369: Added a Positive/Negative Match column to Classification Forms Database Import settings for specifying whether rules created via the Database Import should be considered positive or negative matching rules.
- PSIC-7706: Renamed Microsoft SharePoint Online (Office 365) direct migration to SharePoint Online (Microsoft 365) to reflect branding change by Microsoft). Deprecated support for SharePoint 2007 and SharePoint 2010.
- PSIC-7705: Improved user experience by allowing offline licensing requests to be processed when using Term-based licensing.
- PSIC-7678: Improved security by updating the PSIsafe Direct migration to support migrations to PSIsafe 11.3. This deprecates connectivity to any version older than PSIsafe 11.3.
- PSIC-7605: Updated the PSIcapture installer to detect the deprecated operating systems Windows 7 and Server 2008 and prevent installation from proceeding.
- PSIC-7600: Improved accessibility functions by removing the full path of current file loaded in Viewer from application title bar.
- PSIC-7593: Added a feature to provide a high contrast theme to address end-user accessibility.
- PSIC-6909: Added the ability to list which Document Record Types are duplicates when adding or importing them into Document Record Types list.
- PSIC-6935: Added the ability to set or clear Status Flags of High Priority, Suspended, and Held on multiple batches at once from within Batch Manager.
Bug Fixes
- PSIC-7696: Resolved an issue where Date values were not migrating properly to Sharepoint Lists.
- PSIC-7692: Resolved an issue where lookups were failing to run when prompted during re-indexing of a document.
- PSIC-7663: Resolved an issue where cursor focus was not properly being moved to the text entry cell when adding a new Anchor during Smart Zone configuration.
- PSIC-7662: Resolved an issue when configuring a SharePoint Term Set lookup where the Relative Term Path values were incorrect when the lookup was pointing to a child term and not the root Term Set.
- PSIC-7643: Resolved a UI issue where the incorrect Migration name was used on an error message.
- PSIC-7624: Resolved an issue where certain table columns containing multi-line values were not being capture correctly by Table Extraction.
- PSIC-7597: Resolved an issue where a Workstation license could be use to auto-import documents from a monitored location.
- PSIC-7569: Resolved an issue where documents migrated to PSIcapture Fusion without any metadata could not be indexed once they were in PSIcapture Fusion.
- PSIC-7562: Resolved an issue where changes made to Table Extraction field mappings were not being saved after copying a Classification Form.
- PSIC-7561: Resolved an issue where system user roles were able to be deleted.
- PSIC-7503: Resolved an issue where certain required options on the PSIsafe Direct migration settings could be left blank when configuring the migration.
- PSIC-7422: Resolved an issue where a corrupt Capture Profile XML would prevent Capture services from starting.
- PSIC-7299: Resolved an issue where the selection of certain Subdirectory options when configuring Auto Import was inconsistent.
- PSIC-5281: Resolved an issue where Zoom to Zone was not displaying the correct page for multiple record values after documents had been combined.
PSIcapture 7.6.0 Patch 1 (7.6.0.8) Release Notes
Release Date: August 5, 2020
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.5.
- Versions 5.1.1.10 to 7.5.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.6.0.x: Update currently installed version using Update Package.
Important: PSIcapture 7.6 and above will require an active internet connection for volume-based licenses. Offline Licensing will only be supported for Unlimited and Not for Resale (NFR) licenses activated via Standalone licensing.
Note: Reboot may be required when upgrading from PSIcapture 7.3 and below. Please ensure you review the system requirements.
Please contact your support or sales representative for assistance.
Release Notes
Bug Fixes
- PSIC-7684: Resolved an issue where Field names were not being loaded after selecting a Folder/Project when creating a Capture Profile using the OpenText Content Server template.
- PSIC-7683: Resolved an issue where Categories were not loading properly for Selected Root Folder when configuring the OpenText Content Server Direct migration settings.
- PSIC-7682: Resolved an issue where a user could periodically receive an object reference error and red X on form in Indexing module when manually splitting/combining documents.
- PSIC-7676: Resolved an issue with the OpenText Content Server Direct migration where data was not being populated on Categories stored in sub-folders within the Category Workspace.
- PSIC-7664: Resolved an issue where the documents migrated to Sharepoint were not overwriting existing documents when configured to do so on migration settings.
PSIcapture 7.6.0 (7.6.0.7) Release Notes
Release Date: August 5, 2020
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.5.
- Versions 5.1.1.10 to 7.5.0.x: Uninstall current version, reinstall using Installation Package.
Important: Reboot may be required when upgrading from PSIcapture 7.3 and below. Please ensure you review the system requirements.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- PSIC-7339: Enhanced retention of accurate page counts to include local and centralized backups of page counts, as well as automating the restoration of page counts during a license reset. This process provides failover and retention to allow customers to be restored back to the most recent restore point, or a designated point in time.
- PSIC-7338: Introduced an automated algorithm to reset licenses which have been invalidated due to environmental changes. This change is aimed at enhancing PSIcapture's operating capabilities within virtual environments.
Feature Enhancements
- PSIC-7090: Enhanced functionality to allow a suspended batch in the Capture module to resume auto-incrementing fields at the last value of a Counter, not the Counter's original starting value.
- PSIC-6601: Improved the user experience by leaving the "Save to global expression list" option unchecked when users add new Regular expressions to their configuration.
Bug Fixes
- PSIC-7647: Resolved an issue where an error could occur when attempting to populate a Managed Metadata field in Sharepoint with multiple terms.
- PSIC-7644: Resolved an issue where an error could be encountered when migrating to a Document Set in Sharepoint with blank Date/Time field values.
- PSIC-7641: Resolved an issue where Date/Time field values were not being migrated to PSIcapture Fusion using the Direct migration.
- PSIC-7584: Resolved an issue where Batch Exports to XML were failing.
- PSIC-7581: Resolved an issue where non-PDF images were not auto-imported properly when "Enable retention of existing bookmarks" was checked under the Capture Profile's Advanced options for PDF's.
- PSIC-7580: Resolved an issue where temporary copies of TIFF files selected as Classification Form Template images were not being created.
- PSIC-7578: Resolved a UI issue where column headers were hidden from view when defining Separation profiles.
- PSIC-7541: Resolved an issue where Lists were not being sorted alphabetically in the QA module when the option to do so had been selected.
- PSIC-7540: Resolved an issue where using the delete key in a zone name field would prompt the user to delete the entire zone.
- PSIC-7539: Resolved an issue where attempting to change the case of a Classification Form ID name was prohibited, indicating that duplicate form name was already in use.
- PSIC-7532: Resolved an issue where the Aspose email connector was requiring SSL be checked in order to successfully establish a connection.
- PSIC-7515: Resolved an issue where an unhandled exception would occur if a user attempted to send a test email from Configuration without configuring Sender Address and Authentication.
- PSCI-6805: Resolved an issue where certain default values were not being set when manually splitting documents in Classification Results validation.
- PSIC-6703: Resolved an issue where OCR Assisted Indexing was ignoring Regular Expression validation on an Index Field.
PSIcapture 7.5.0 Patch 4 (7.5.0.25) Release Notes
Release Date: March 27, 2020
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.5.
- Versions 5.1.1.10 to 7.4.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.5.0.x: Update currently installed version using Update Package.
Important: Reboot may be required when upgrading from PSIcapture 7.3 and below. Please ensure you review the system requirements.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- PSIC-3935: Added the ability for users to allow PSIcapture's Extended File Format (EFF) module to treat PDF, TIF, and other image files as non-image files, allowing faster throughput for migrations where OCR is not necessary.
Feature Enhancements
- PSIC-7512: Updated the PSIcapture docMgt Direct migration to allow for migrating of files greater than 45MB in size.
Bug Fixes
- PSIC-7505: Resolved an issue where Index Elapsed Time was not being recorded for individual users during index, re-key, and re-key validation steps.
- PSIC-7509: Resolved an issue where GIF image files were not being imported.
- PSIC-7517: Resolved an issue where certain PDF's were causing errors during import.
- PSIC-7521: Resolved an issue where attempts to apply certain field masks on Custom File Naming in Migration was causing an error.
- PSIC-7527: Resolved an issue where Message (MSG) files were not imported as EFF file types.
- PSIC-7528: Resolved an issue where the Email Connector was failing to move processed emails to the Processed folder, causing them to be reprocessed in a loop.
PSIcapture 7.5.0 Patch 3 (7.5.0.20) Release Notes
Release Date: January 31, 2020
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.5.
- Versions 5.1.1.10 to 7.4.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.5.0.x: Update currently installed version using Update Package.
Important: Reboot may be required when upgrading from PSIcapture 7.3 and below. Please ensure you review the system requirements.
Please contact your support or sales representative for assistance.
Release Notes
Feature Enhancements
- PSIC-7483: Upgraded the PSIcapture installer to utilize the latest available version of SQL LocalDB 2017.
Bug Fixes
- PSIC-7499: Resolved an issue where an error could occur when leaving certain optional settings blank while configuring a PSIsafe Direct migration.
- PSIC-7489: Resolved an issue where a document's Record Type was not being retained when moving from the Indexing module to QA module.
- PSIC-7484: Resolved an issue where template images with a resolution greater than 300 dpi were not being downsampled to 300 dpi when selected as a template for a Classification form.
- PSIC-7465: Resolved an issue where an "out of memory" error could occur when importing a Capture Profile.
- PSIC-7442: Resolved an issue where entering invalid data into a Date/Time field in QA could result in an error.
PSIcapture 7.5.0 Patch 2 (7.5.0.17) Release Notes
Release Date: January 16, 2020
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.5.
- Versions 5.1.1.10 to 7.4.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.5.0.x: Update currently installed version using Update Package.
Important: Reboot may be required when upgrading from PSIcapture 7.3 and below. Please ensure you review the system requirements.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- PSIC-7461: Added new option to M-Files Direct migration to enable Detailed Logging for advanced troubleshooting of migration issues.
Feature Enhancements
- PSIC-7487: Improved Email Connector error logging to include additional details when moving an email to the Processed/Not Processed folder fails when using the Aspose email engine.
- PSIC-7480: Added the ability to allow embedded images in an email to be treated as attachments when imported using the Email Connector and the Aspose email engine.
Bug Fixes
- PSIC-7482: Resolved an issue where errors could occur when migrating multi-page TIFF files.
PSIcapture 7.5.0 Patch 1 (7.5.0.15) Release Notes
Release Date: January 12, 2020
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.5.
- Versions 5.1.1.10 to 7.4.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.5.0.x: Update currently installed version using Update Package.
Important: Reboot may be required when upgrading from PSIcapture 7.3 and below. Please ensure you review the system requirements.
Please contact your support or sales representative for assistance.
Release Notes
Feature Enhancements
- PSIC-7471: Enabled the Dynamics GP Charge Amount (CHGAMT) field as read-write field for Payables Invoice transactions only. For more information about the PSIcapture Dynamics GP migration please visit http://wiki.psigen.com and search for "Microsoft Dynamics GP Migration Header/Line Item Fields FAQ" or follow this link.
- PSIC-7466: Added an option to prevent the same user who initially performed indexing on a batch from also being able to perform the re-key process on that same batch.
- PSIC-7454: Added the ability to migrate content to Repositories and Cabinets dynamically that are set by values in Index fields.
- PSIC-7453: Added the ability to select two index fields to be used as a combined Folder Search fields on the PSIsafe Direct migration.
- PSIC-7451: Improved the performance of page counter increment operations for Network Stations interacting with the License Server.
Bug Fixes
- PSIC-7479: Resolved an issue where an error could occur when migrating a document to SharePoint that contains a blank date value.
- PSIC-7469: Resolved an issue where multiple OMR zones could not be attached to a single index field if the OMR zones were Smart OMR Zones.
- PSIC-7464: Resolved an issue where automation would be disabled if an issue were encountered incrementing page counts on the license server.
- PSIC-7462: Resolved an issue where the original value was being automatically selected during the re-key validation process if a value which did not meet validation requirements was manually entered.
- PSIC-7441: Resolved an issue where documents in subfolders on Sharepoint 365 were not auto-importing correctly.
- PSIC-7386: Resolved an issue where users were able to close a batch while Zone OCR anchoring was processing.
PSIcapture 7.5.0 (7.5.0.11) Release Notes
Release Date: December 9, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.5.
- Versions 5.1.1.10 to 7.4.0.x: Uninstall current version, reinstall using Installation Package.
- Important: Reboot may be required when upgrading from PSIcapture 7.3 and below. Please ensure you review the system requirements.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- PSIC-7410: Added support for Azure Active Directory (AAD) authentication when connecting to Azure SQL databases. (Note Microsoft requirements when utilizing Integrated Windows Authentication.)
- PSIC-7407: Added a new metadata field for Email Received Date converted to UTC.
- PSIC-7398: Added a new primary email processing engine using Aspose Mail toolkit for use with auto-importing files via the Email Connector.
- PSIC-7236: Added new options for double-blind and third-party re-key validation workflow steps to allow an additional, third-party validator to verify values from two different data entry operators.
Feature Enhancements
- PSIC-7452: Added the ability to manually enter a corrected value during when viewing rekey validation results should either of the values entered during the previous index and rekey workflow steps be incorrect.
- PSIC-7431: Resolved an issue where Batch Suspended email notifications were not being sent for all modules.
- PSIC-7403: Added separate metadata fields for users to capture the Date an email was received in either the local timezone or UTC.
- PSIC-7399: Added options for customizing the page format when capturing email body using Email Connector.
- PSIC-7359: Upgraded the Infragistics toolkit to version 18.2.
- PSIC-7314: Added the ability to include email header information on emails captured using the Email Connector. This more closely approximates a "print" function within a mail client.
- PSIC-7001: Added the ability to allow the suppression of “Re-run OCR Preparation?” and “Re-Run Auto Indexing?" dialog boxes on secondary indexing workflow steps.
Bug Fixes
- PSIC-7460: Resolved issues where various UI elements could display incorrectly at certain Windows resolution and scale settings.
- PSIC-7457: Resolved an issue where certain characters were triggering hotkey actions when being entered as values during rekey validation.
- PSIC-7446: Resolved an issue where Auto-casing settings were not being applied on Indexing workflow steps where Re-Key Validation was enabled.
- PSIC-7437: Resolved an issue where math operator symbols used as constant values were causing a Custom Value pattern to show as invalid.
- PSIC-7427: Resolved an issue where an error could occur when the "Generate new PDFs from the source file using the defined Separation Profiles" option is enabled and files with the same name are imported into the same Batch.
- PSIC-7423: Resolved an issue where certain emails were causing an "invalid tag" error when importing via the Email Connector.
- PSIC-7385: Resolved an issue where the Auto-orient Image Processing command was not working on a QA Auto Processing workflow step
- PSIC-7367: Resolved an issue where an error could occur when right-clicking column headers in the Security Manager.
- PSIC-7032: Resolved an issue where screen elements of the settings for performing Auto Redaction using OCR could not be viewed at lower resolutions.
- PSIC-7021: Resolved an issue where Classification Form ID's belonging to Classification Groups which were not being used by a Capture Profile were not being filtered out of the list of available Form ID's when classifying documents via ACE.
PSIcapture 7.4.0 (7.4.0.12) Release Notes
Release Date: September 27, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.4.
- Versions 5.1.1.10 to 7.3.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.4.0.x: Update currently installed version using Update Package.
Important: Due to updates to Microsoft LocalDB, installation of a version of PSIcapture 7.4 for the first time requires a system reboot. Please plan accordingly.
PSIGEN has reintroduced support for Windows 7 in the prior release of PSIcapture. As of that version, PSIcapture will support installation and operation on operating systems Windows 7 and above or server operating system Windows Server 2012 R2. Please read the updated system requirements.
Please contact your support or sales representative for assistance.
Release Notes
Feature Enhancements
- PSIC-7392: Added the ability to pass timestamp values in a 24-hour format to the ApplicationXtender Direct migration.
PSIcapture 7.4.0 (7.4.0.11) Release Notes
Release Date: September 24, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.4.
- Versions 5.1.1.10 to 7.3.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.4.0.x: Update currently installed version using Update Package.
Important: Due to updates to Microsoft LocalDB, installation of a version of PSIcapture 7.4 for the first time requires a system reboot. Please plan accordingly.
PSIGEN has reintroduced support for Windows 7 in this release of PSIcapture. As of this version, PSIcapture will support installation and operation on operating systems Windows 7 and above or server operating system Windows Server 2012 R2. Please read the updated system requirements.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- PSIC-7275: Expanded the level of tracking within the PSIcapture Administration Security Module related to changes made to users and roles. Specifically, this includes:
- When updating a user, log the specific setting that was changed to both that user and the editing User's event history.
- Create Role - Logged in history of user that created the role.
- Delete Role - Logged in history of user that deleted the role.
- Changes to System Permissions on a Role - Logged in history of user that updated the role.
- Changes to Capture Profile Permissions on a Role - Logged in history of user that updated the role.
Feature Enhancements
- PSIC-7313: Added a feature for users to define the minimum line threshold of a document for auto-orient to attempt to correctly rotate the document.
- PSIC-7312: Updated the PSIcapture installer to prohibit installation of the product on unsupported operating systems.
- PSIC-7311: Added support for installing PSIcapture on Windows 7 operating system with Microsoft SQL LocalDB 2014.
- PSIC-6726: Added the Batch ID to the folder name created in a Fusion user's incoming folder when using the legacy PSIcapture Fusion migration.
Bug Fixes
- PSIC-7348: Resolved an issue with the XML Migration where the selected XML encoding was not being used when also using the option to apply an XSLT output.
- PSIC-7347: Resolved an issue where an unhandled exception could occur within Security Manager if a user inadvertently right-clicked on a column header.
- PSIC-7088: Resolved an issue where PSIcapture could become unresponsive when using the option in Indexing module to Clear All Flags.
- PSIC-7082: Resolved an issue with Zone Profiles where a zone could appear to be selected in the Zone List, but the zone itself was not selected in the image preview area.
PSIcapture 7.4.0 (7.4.0.8) Release Notes
Release Date: August 12, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.4.
- Versions 5.1.1.10 to 7.3.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.4.0.x: Update currently installed version using Update Package.
Important: Due to updates to Microsoft LocalDB, installation of a version of PSIcapture 7.4 for the first time requires a system reboot. Please plan accordingly.
Starting with PSIcapture 7.4, operating systems prior to Windows 10 or server operating system Windows Server 2012 R2 are no longer supported. Please read the updated system requirements.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- PSIC-7250: Added the ability to retry the DocuWare migration a specified number of times and within a specified amount of time between each attempt in the event the DocuWare server is unavailable at the time of migration.
Feature Enhancements
- PSIC-7267: Upgraded the Bitmiracle.Docotic toolkit to version 5.9 to address several enhancements and bug fixes.
Bug Fixes
- PSIC-7270: Resolved an issue where PSIcapture could encounter an error if Thumbnail View was enabled on a QA workflow step.
- PSIC-7266: Resolved an issue where importing certain PDF's would generate log alerts and fail to import.
- PSIC-7263: Resolved an issue where DateTime fields migrated via the ApplicationXtender Direct migration were omitting the time portion of the value.
- PSIC-7260: Resolved an issue where a user could encounter an unhandled exception if attempting to edit SharePoint migration settings where the specified credentials were invalid.
- PSIC-7253: Resolved an issue where Index Fields assigned only to specific Record Types may incorrectly be displayed when opening a suspended batch from Batch Manager.
- PSIC-7252: Resolved an issue where an unhandled exception could occur when attempting to edit DocuWare migration settings when the DocuWare server is unavailable.
- PSIC-7246: Resolved an issue with OMR Smart Zones where the last value entered for a child zone was not being retained when saving the Smart Zone settings.
- PSIC-7245: Resolved an issue where DateTime values were not being included properly when using the PSIcapture Fusion Batch Export.
- PSIC-7241: Resolved an issue where application could become unresponsive during QA when Smart Zones were being used to perform table extraction.
- PSIC-7191: Resolved an issue where systems without the Microsoft Access Database Engine installed were being redirected to a broken link to download the required file.
- PSIC-6972: Resolved a user interface issue where the License Server could be resized small enough that certain user interface elements began to overlap others.
- PSIC-6666: Resolved an issue where Auto Import processor could log error messages and become unresponsive while importing documents.
- PSIC-6619: Resolved a display issue where buttons could become hidden at various resolutions.
PSIcapture 7.4.0 (7.4.0.7) Release Notes
Release Date: August 7, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.4.
- Versions 5.1.1.10 to 7.3.0.x: Uninstall current version, reinstall using Installation Package.
- Important: Due to updates to Microsoft LocalDB, installation of this version requires a system reboot. Please plan accordingly.
Starting with PSIcapture 7.4, operating systems prior to Windows 10 or server operating system Windows Server 2012 R2 are no longer supported. Please read the updated system requirements.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- PSIC-7234: Added support for Table fields to the DocuWare File Cabinet Template profile.
- PSIC-7209: Added support for multiple line items to the DocuWare Direct migration.
- PSIC-7188: Added the ability to automate Classification Rule creation when classifying documents using ACE.
- PSIC-7182: Added the ability to configure automated Form ID generation when using Accelerated Classification Engine (ACE) to classify documents.
- PSIC-6644: Added new options for standardizing Classification Form ID names when using point-and-click to autoname new Form ID's via Accelerated Classification Engine (ACE).
Feature Enhancements
- PSIC-7219: Rebranded all PSIfusion references in the user interface to PSIcapture Fusion.
- PSIC-7216: Upgraded the DocuWare Migration API to the latest version to accommodate new Line Item capabilities of DocuWare 7.1.
- PSIC-7215: Added the ability to change the encoding type used on the XML migration between UTF-8-BOM and UTF-8.
- PSIC-7170: Removed an older eDocs DLL from install due to security risk.
- PSIC-7168: Removed unnecessary MS Visual C++ files from prerequisite installation.
- PSIC-7167: Upgraded SharpZip toolkit used in PSIcapture Retrieval to the latest version.
- PSIC-7153: Updated PSIcapture installation version of SQL Server LocalDB: For 64-bit systems SQL Server LocalDB 2017 is provided; and for 32-bit systems SQL Server LocalDB 2014 SP3 is provided. Note that this update will require a reboot of the host system during new installation and upgrade from prior version of PSIcapture.
- PSIC-7120: Updated PSIcapture prerequisite installer version of SQL Server LocalDB: For 64-bit systems SQL Server LocalDB 2017 is provided; and for 32-bit systems SQL Server LocalDB 2014 SP3 is provided. Note that this update will require a reboot of the host system during new installation and upgrade from prior version of PSIcapture.
- PSIC-7119: Removed unnecessary C++ prerequisites during installation.
Bug Fixes
- PSIC-7273: Resolved an issue where the migration of line items to Table Fields in Docuware could fail if the Display Name of the Table Field in Docuware had been altered.
- PSIC-7240: Resolved an issue where Zone Profile template images were not being saved when copying a Zone Profile.
- PSIC-7238: Resolved an issue where settings did not appear to be saving when configuring a doctMgt Direct migration.
- PSIC-7061: Resolved an issue where PSIcapture was not using the correct date format in certain areas as determined by Windows regional settings.
PSIcapture 7.3.0 Patch 5 (7.3.0.14) Release Notes
Release Date: July 17, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.3.
- Versions 5.1.1.10 to 7.2.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.3.0.x: Update currently installed version using Update Package.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- PSIC-3935: Added the ability for users to allow PSIcapture's Extended File Format (EFF) module to treat PDF, TIF, and other image files as non-image files, allowing faster throughput for migrations where OCR is not necessary.
Feature Enhancements
- PSIC-7512: Updated the PSIcapture docMgt Direct migration to allow for migrating of files greater than 45MB in size.
Bug Fixes
- PSIC-7256: Resolved an issue where Email Connector encounters emails formatted with Content Disposition value "null", resulting in attachments not being recognized and processed.
PSIcapture 7.3.0 Patch 4 (7.3.0.13) Release Notes
Release Date: June 21, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.3.
- Versions 5.1.1.10 to 7.2.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.3.0.x: Update currently installed version using Update Package.
Please contact your support or sales representative for assistance.
Release Notes
Bug Fixes
- PSIC-7228: Resolved an issue where the PSIcapture Fusion Direct migration was not migrating documents properly if certain characters were used in the filename.
- PSIC-7227: Resolved an issue where template images used while classifying documents via ACE were not being saved properly to the Capture Profile.
- PSIC-7224: Resolved an issue where Batch Manager was experiencing a delay launching or when opening batches.
- PSIC-7217: Resolved an issue where Email Connector was failing to import attachments whose filenames contain invalid Windows characters.
PSIcapture 7.3.0 Patch 3 (7.3.0.11) Release Notes
Release Date: June 4, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.3.
- Versions 5.1.1.10 to 7.2.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.3.0.x: Update currently installed version using Update Package.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- PSIC-7192: Added function to save and restore existing license count values across license resets.
Feature Enhancements
- PSIC-7175: Added an option to Email Connector to process inline files as attachments if no attachments are found on the message.
- PSIC-7174: Added additional logging to Email Connector for emails containing inline attachments.
- PSIC-7080: Added the option to Email Connector to disregard emails which do not contain attachments matching the file extensions defined for import.
- PSIC-6260: Improved loading times of Document Libraries and Content Types when configuring a Microsoft Sharepoint Direct migration.
- PSIC-5017: Added the option to suppress the Create Batch dialog in cases where Batch Naming is set to Automatic or Custom.
Bug Fixes
- PSIC-7195: Resolved an issue where temporary batch files were not being deleted when Workflow Auto Processing created an exceptions batch.
- PSIC-7180: Resolved an issue where temporary image files selected for zone templates and classification were not being deleted.
- PSIC-7112: Resolved an issue where Batch Manager column filters were displaying the names of Capture Profiles to which the logged in user did not have access.
PSIcapture 7.3.0 Patch 2 (7.3.0.9) Release Notes
Release Date: May 16, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.3.
- Versions 5.1.1.10 to 7.2.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.3.0.x: Update currently installed version using Update Package.
Please contact your support or sales representative for assistance.
Release Notes
Feature Enhancements
- PSIC-7156: Removed an alert from error logs indicating that the Local DB instance was unable to be backed up or restored.
- PSIC-7146: Prior to this release, dates were taken locally and converted into UTC time by PSIcapture. This value was uploaded to the server, which also converted to the local time of the server. In some instances, a mismatch occurred when the local client was in a different time zone than the server causing the time of migration to carry over to the next day. This release stops using the UTC dateTime and instead uses the invariant dateTime resolving anomalies in date presentation.
- PSIC-7003: Renamed the migration for Azure Storage to Microsoft Azure Storage.
Bug Fixes
- PSIC-7173: Resolved an issue where the option to "Reload counter before incrementing" was not working when counter value in Batch Manager database is 0.
- PSIC-7172: Resolved an issue where an Unhandled Exception could occur while attempting to configure Folder or Batch index fields.
- PSIC-7166: Resolved an issue where the first Index Field defined in a Capture Profile was not retaining its mapping to a zone.
- PSIC-7157: Resolved a minor UI issue on the Automation Monitor.
- PSIC-7140: Resolved an issue where certain TIFF files could cause the Auto-Import process to become unresponsive.
- PSIC-7118: Resolved an issue where the Log On account for Capture Services was unable to be changed from Local System Account.
- PSIC-7086: Resolved an issue where the capture process could be interrupted if an invalid PDF was the first document in the batch to be captured.
PSIcapture 7.3.0 Patch 1 (7.3.0.7) Release Notes
Release Date: April 30, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.3.
- Versions 5.1.1.10 to 7.2.0.x: Uninstall current version, reinstall using Installation Package.
- Versions 7.3.0.x: Update currently installed version using Update Package.
Please contact your support or sales representative for assistance.
Release Notes
Feature Enhancements
- PSIC-7143: Updated the Worldox Direct Migration to have Worldox automatically assign the next available DocID to documents as they are uploaded to Worldox.
- PSIC-7121: Added support for migrating multiple records for a single document to the ApplicationXtender Direct migration. Tested successfully against ApplicationXtender version 16.3.
Bug Fixes
- PSIC-7129: Resolved an issue where the email migration could fail if using a Custom Build index field containing multiple email addresses as the Send To field in Migration Settings.
- PSIC-7125: Resolved an issue where documents with filenames containing spaces and uppercase letters may not be imported properly by Auto-Imported from Sharepoint (WebDAV).
- PSIC-7124: Resolved an issue where Age-based selection filters were not being applied properly when Auto-importing from Sharepoint (WebDAV) locations.
- PSIC-7117: Resolved an issue where network stations configured to process Auto Import were not processing queues generated from an Email Monitored Location.
- PSIC-7104: Resolved an issue where the image size of captured emails was a non-standard size.
- PSIC-7098: Resolved an issue where filename case was being changed to all lowercase when auto-importing files from Sharepoint/WebDAV.
- PSIC-7059: Resolved an issue where Exceptions Batches created by Exceptions Processing during a Migration were not always checked in.
- PSIC-7004: Resolved an issue where Index Field settings were not being saved when mapping an Index Field to a Barcode located within a Defined Zone.
PSIcapture 7.3.0 Release Notes
Release Date: April 1, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.3.
- Versions 5.1.1.10 to 7.2.0.x: Uninstall current version, reinstall using Installation Package.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- PSIC-7058: Added the ability to reload a shared counter value in instances where external processes are updating a counter's value.
- PSIC-6838: Added a new direct migration to AODocs.
Feature Enhancements
- PSIC-7107: Added the ability to define separate Age-based Selection Filters to Auto Import based on monitored location type.
- PSIC-7093: Added Message ID as an available field for extraction from Imported File Metadata under Advanced Indexing.
- PSIC-7091: Added optional detailed logging for activity related to the Email Auto Import connector.
- PSIC-7076: Resolved an issue where the record count displayed on lookups was not being updated as results were filtered.
- PSIC-7075: Added Advanced Connection Settings to the Worldox migration for user to manually define the path to the location of their Worldox implementation.
- PSIC-7074: Added the confidence level value to the alert displayed on an index field when its value is below the defined confidence level threshold.
- PSIC-7073: Added additional functionality to scripting with regard to OCR Confidence Level.
- PSIC-7071: Added additional options for clearing document validation alerts, including new keyboard shortcuts and an Alerts menu icon.
Bug Fixes
- PSIC-7099: Resolved an issue where message windows were not being displayed in front of all other windows when configuring a Worldox Direct migration, causing the application to appear unresponsive.
- PSIC-7095: Resolved an issue where certain database lookup configuration options were not being saved properly.
- PSIC-7094: Resolved an issue where error messages were being logged when using email connector to capture attachments only and an email did not have an attachment.
- PSIC-7089: Resolved an issue where document validation alerts were not being properly displayed in the status bar of PSIcapture.
- PSIC-7079: Resolved an issue where importing TIFF images with the option to retain PDF bookmarks enabled could result in an unhandled exception.
- PSIC-7078: Resolved an issue where the Alerts submenu was not present on documents containing fields with OCR/ICR confidence level alerts present.
- PSIC-7077: Resolved an issue where the Clear Alerts option would still be present on a document where all alerts have been resolved.
- PSIC-7062: Resolved an issue where temporary OCR files were not being deleted by the application.
- PSIC-7055: Resolved a memory leak which could occur when mapping an index field to a barcode located within a specific zone.
- PSIC-7044: Resolved an issue in the QA module where the thumbnail viewer was causing erratic behavior when a user right-clicked on a page of a document.
- PSIC-7041: Resolved an issue where Folder level index fields could initially be hidden from view in the Indexing module.
- PSIC-6998: Resolved an issue where the rekey feature was not functioning as expected when "Use Original Value" was selected and the original value was blank.
- PSIC-6986: Resolved an issue where filenames with certain extended characters were failing to import from Sharepoint using Auto Import.
PSIcapture 7.2.2 (7.2.2.7) Release Notes
Release Date: January 17, 2019
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.2.
- Versions 5.1.1.10 to 7.1.0.x: Uninstall current version, reinstall using Installation Package.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- Added a new direct migration for Box
- Added a new Pre-Defined Template for creating Capture Profiles that migrate to Box.
- Added a new direct migration for QuickBooks Desktop Enterprise.
- Added a new Pre-Defined Template for creation of Capture Profiles with migrations to QuickBooks Desktop.
- Added a new lookup type under Advanced Indexing for performing lookups into a QuickBooks Company File.
- Added a new migration for Microsoft Dynamics GP. This migration supports only the migration of data, not documents.
- Added a new Pre-Defined Template for creation of Capture Profiles with migrations to Microsoft Dynamics GP.
- Added the ability to assign metadata to folders via templates selected during migration in the Laserfiche migration.
Feature Enhancements
- The Laserfiche direct migration can now set the OCR text on migrated image files.
- Added an option to the General tab of Classification settings allowing a user to select the default Rule Match Behavior for new Classification Forms. User can now select between "Classify based on first matching rule" or "Positive Classification only if all positive rules and no negative rules match" as the default selection for new Classification Forms.
- In certain instances, PSIcapture is unable to import image files, and those image files are moved to a "badimages" directory. This ticket adds such an event to existing email notifications to notify users that an image has been moved to the badimages directory. This event is now included in email notification alerts for Log Alert Summary and Auto-Import Error.
- Updated user interface with an annotation to indicate that the Subdirectory Options located on a Capture Profile's Auto Import settings dialog do not apply when either Email or RightFax monitored locations are in use.
- Multi-Record index data migration to grouped field types from PSIcapture now correctly works with the Laserfiche direct migration.
- Multi-Record index data migration from PSIcapture now correctly works with the Laserfiche direct migration.
- Enhanced the Box migration's pre-defined template by adding a column to display an index field's associated metadata template. In the instance where an index field name is used by multiple metadata templates, both metadata templates are displayed in the column for that index field
- Updated the password entry box text labels to reflect those used within Adobe Acrobat.
- Resolved an issue when using Email Connector where PDF's were unnecessarily being generated from email body when only attachments were specified to be captured.
- Added the ability within the docMgt Direct migration to Route Records after Migration.
- Added a Record Count display to the Browse Lookup Results dialog to inform the user of the total number of available records.
- Added additional logging to Email Auto Import processing.
Bug Fixes
- Resolved an issue which occasionally caused some archived batches to remain checked in and fail the archiving process.
- Adjusted the print function to make page margins more accurately reflect the original image.
- Resolved an issue where Auto-Import was shutting down due to switching over to the new log file created at the beginning of the month.
- Resolved an issue were, in certain instances, errors would occur when no Global Classification forms are present.
- Removed unnecessary validation preventing special characters from being present in Separation Profile names.
- Resolved an issue where an unhandled exception could occur while classifying large batches of documents via ACE.
- Resolved an issue in Migration Settings where the Linked Field warnings in Field Settings were showing whether that field was selected or not.
- Resolved an issue where Index Field was not available for selection as a Rule Type while classifying documents via ACE.
- Resolved an unhandled exception which would occur if a user attempted to import duplicate Index Field names via a pre-defined Capture Profile Template. Duplicate Index Field names are now allowed to import without error. Note that the use of duplicate Index Field names is still not permitted within a Capture Profile, and any duplicate Index Field names imported will need to be renamed prior to saving your final Capture Profile.
- Resolved an issue with setting a password on a PDF in the OCR module. The user can now set either a Document Open password, or a Permissions password, and the resulting PDF will be password secured appropriately.
- Resolved an issue where a user could receive an Out of Memory error when rejecting documents of very large file sizes.
- Resolved an issue where Smart Zone OMR was creating multiple records even when support for multiple records was disabled, and the "create a record for each Smart Zone anchor found" option was disabled.
- Resolved an issue where an unhandled exception could occur if a non-TIFF image file was selected as the template image for a Classification Form.
- Resolved an issue where an unhandled exception would occur if certain elements of the Laserfiche Direct Migration were not configured. Database, Volume, and Parent Folder are now required before a Laserfiche Migration can be saved.
- Fixed an issue where users were getting unhandled exception errors regarding documents, folders, and batches during Indexing when validating Lookups.
- Resolved an issue where users were not able to validate Lookup index fields by using the "enter" keyboard shortcut.
- Resolved an issue where email notifications were not being sent when documents were rejected from a batch.
- Resolved an issue where a password was not being required to open a PDF which should have required one based on settings in the OCR module.
- Resolved an issue where the user was unable to remove a password set via the OCR workflow step to encrypt the PDF file. The UI has been updated to allow both the entry of manual passwords, or the mapping of the passwords to existing Index Fields.
- Resolved an issue where an unhandled exception could occur when performing a Batch Import.
- Resolved performance issues which occurred when Barcode Recognition was performed within a QA Auto Processing step instead of during time of capture.
- Resolved an issue where switching between documents with different Record Types in the Indexing module could result in a delay when displaying the index fields.
- Resolved an issue where a blank or null Date field was flagged as invalid in a rekey indexing step.
- Resolved an issue where multi-page TIFF image files were not being generated properly for migration to Laserfiche.
- Resolved an issue where moving the Match Expressions for an Index Field up or down in the list did not also move the Match Expression's corresponding Index Value.
- Resolved an issue which caused lookups using Xero to sometimes show no values in the preview window.
- Resolved an issue where ADE count was erroneously being incremented during use of OAI.
- Resolved an issue with primary and secondary output settings on the OCR workflow step populating memo fields. In either case, the Text output is now used to populate memo fields.
- Resolved an issue where toggling on Invalid Index Field Validation would impact the user's ability to add multiple records to a document.
PSIcapture 7.1 Patch 7 (7.1.0.7) Release Notes
Release Date: September 7, 2018
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.1.
- Versions 5.0.0.x to 7.0.x.x: Uninstall current version, reinstall using Installation Package. .
- Versions 7.1.0.x: Update currently installed version using Update Package.
Please contact your support or sales representative for assistance
Release Notes
Bug Fixes
- Fixed an issue where the Index Field cursor focus would skip the next available index field after selecting an item from a list, when the option "Go to next field after selecting an item from list" was enabled in the Indexing module. Cursor focus now correctly goes to the next available index field after selecting an item from a list.
- Fixed an issue that caused Required or Skip fields to unpredictably affect index field focus while a Lookup field was present.
PSIcapture 7.1 Patch 6 (7.1.0.6) Release Notes
Release Date: August 3, 2018
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.1.
- Versions 5.0.0.x to 7.0.x.x: Uninstall current version, reinstall using Installation Package. .
- Versions 7.1.0.x: Update currently installed version using Update Package.
Please contact your support or sales representative for assistance
Release Notes
Bug Fixes
- Fixed an issue with the SharePoint direct migration which presented an error when migrating to a field of type Person/Group.
PSIcapture 7.1 Release Notes
Release Date: August 1, 2018
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.1.
- Versions 5.1.1.10 to 7.0.0.x: Uninstall current version, reinstall using Installation Package.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- Added QA Autoprocessing Module: Barcode Recognition Processing.
- Added support for the rasterization and import of page images from Microsoft Office document formats, including Word, Excel, Powerpoint, and Visio.
- During configuration, Separation Profiles now have a default name value that is automatically populated by the type of separation chosen.
- Updated the OpenText Content Server migration to work with Content Server versions 16 and above.
- Added a profile template for OpenText Content Server version 16.
Feature Enhancements
- "Non-Image Files" are now referred to as "Extended File Formats" throughout the product.
- The RecoStar API has been updated to version 7.8 to resolve a number of compatibility and performance issues.
Bug Fixes
- Updated the FileBound Direct migration to work with FileBound versions 7.3 and earlier.
- Fixed an error that appeared when using the Index Date Editor feature in the Retrieval module.
- Fixed an OCR processing issue with certain TIF images.
- Fixed an image processing error that occurred in certain Auto-Import workflows.
- Fixed an issue that prevented the OpenText Content Server migration from working with newer versions.
- Fixed an issue in the ApplicationXtender Direct configuration window
- Fixed an issue that caused page counters on licenses to use extra pages when processing via Auto-Import
- Fixed a scripting error that prevented the PDFBookmarks.Add() method from working.
- Fixed an issue where email attachments with the same name were not being processed with Email Connector.
- Fixed an error on the PDF Bookmark Definition window in the QA Module.
- Fixed an issue where multiple records were not being migrated when using PSIfusion Direct Migration.
PSIcapture 7.0 Patch 12 (7.0.0.12) Release Notes
Release Date: July 3, 2018
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.0.
- Versions 5.0.0.x to 6.2.x.x: Uninstall current version, reinstall using Installation Package. .
- Versions 7.0.0.x: Update currently installed version using Update Package.
Please contact your support or sales representative for assistance
Release Notes
Bug Fixes
- Fixed an issue with the Objective migration that caused custom file naming to incorrectly print the file extension.
- Added several new word collection objects to the Scripting interface.
- Fixed an issue where scaled picture sizes were different when auto importing versus a manual import process.
- Fixed an issue where the date entered under Auto Import->General->Select files based on file age was not being retained when saving a Capture Profile.
- Fixed an issue that prevented the Demo Profiles from including necessary template images from zone configurations and Classification templates.
- Fixed an issue where the Auto Import feature was enabled by default when creating a new Capture Profile.
- Fixed an issue caused by Windows 10 build 1803 that incorrectly locked Automation Services and Auto Importing of documents.
- Fixed an issue caused by Window build 1803 that prevented the License Server, Service Manager, and Automation Monitor from running.
- Fixed an issue caused by Windows 10 build 1803 that incorrectly enabled UAC Virtualization.
- Fixed an issue caused by Windows 10 build 1803 that set incorrect permissions on a registry key.
PSIcapture 7.0 Release Notes
Release Date: May 30, 2018
Installation Procedure
- Versions 4.6 and BELOW: Please upgrade to 5.1.1.10 BEFORE installing 7.0.
- Versions 5.0.0.x to 6.2.x.x: Uninstall current version, reinstall using Installation Package.
Please contact your support or sales representative for assistance.
Release Notes
New Features
- On Demand OCR/ICR can now be used when populating PDF Bookmarks.
- PDF Bookmark values are now shown in the Batch Tree view.
- Added an email notification hook for a "suspended batch" event.
- Added Capture Profile > Advanced option: "Enable retention of existing bookmarks." PDF bookmarks that are present in imported files are also imported during Capture.
- Added an external utility for monitoring Auto Import services.
- Added Hotkey: QA Data View / QA Tree View toggle (Default: CTRL+B).
- Email Connector: Ability to capture emails and attachments from any standard IMAP supported email account.
- New migration added: PSIfusion Direct.
- PSIcapture Demo Profiles can now be installed and imported into configuration for exploration of product features.
Feature Enhancements
- Smart Zones can now be configured with OMR.
- PDF Bookmarks can now be configured to specify page zoom level.
- Added Advanced Indexing setting: "Enable preparation for OCR Assisted Indexing during Automation." Allows for faster OCR preparation for profiles with more than one Indexing phase.
- The user is now warned before saving a Capture Profile with a non-existent or non-linked shared counter.
- Zones that are still assigned to an index field can now be renamed.
- Classification Rules can now be mapped to Index Fields.
- Added a visual indicator during Migration configuration when a linked field name does not match a target field name.
- Index fields now have a drag-and-drop feature in the Scripting window. Dragging a field from the list to valid areas of the script inserts a string with the field's name.
- Added a configurable validation threshold for OCR Confidence Level in Indexing configuration.
- In Configuration > Storage Locations, a storage location can now be explicitly set as "Migration".
- Suspended file sets can now be manually requeued for processing using the Automation Monitor utility.
- The Selection Zoom tool now reverts back to the Pointer tool after one selection uniformly throughout the application.
- Email Alert Notifications can now alert on Automation Worker Status.
- LocalDB instances with invalid data issues caused by Windows upgrades are now automatically corrected by PSIcapture.
- The DocuWare migration can now process larger file uploads.
- Advanced Data Extraction match values now have corresponding index values for easy reading and configuration.
- External Utility applications are now loaded with the theme specified in User Settings.
- Fixed an issue that would display a Cancel button for progress bar actions that could not be canceled.
- Configuration dialogs now correctly prompt the user for confirmation when clicking the title bar close button or pressing the Escape key.
- Custom Index Values can now have calculations including mathematical operations, constants, and symbols.
- Adjusted button positions in migrations that allow custom file extensions.
- The Delete key now deletes Zones during Zone Configuration and in ACE.
- The prerequisite installer can no longer be bypassed incorrectly.
- Application now correctly prompts user when clicking Remove button in Workflow and Migration configuration.
- When loading a suspended batch in the Classification module, global forms and profile forms are now refreshed without having to re-run Classification.
- The PDF Rasterizer has been updated to the newest version for enhanced rendering performance of PDF page images.
- Adjusted Alfresco migration to target new API endpoint.
- Smart Zone OMR now allows multi-record configuration.
- Added retry logic to the SharePoint migrations in case site limitations restricted connections from PSIcapture.
- Monitored Locations for an Email Connector configuration now correctly requires the "Select files based on age" setting.
- Added the ability for users to choose to PSIfusion Direct migration when setting up a Capture Profile via PSIfusion Capture Profile Template.
Bug Fixes
- Database connection updates no longer occur across multiple lookup definitions.
- Using the Image Processing - Rotation command no longer adjusts the page color from B/W to Grayscale.
- Fixed an error that occurred when editing OCR child zones.
- Fixed an error during configuration that caused PSIsafe migration connection errors to freeze the application.
- Fixed an issue that caused the AppXtender migration to append pages to the wrong document.
- Fixed an issue that would cause Image Processing filters added during Zone Configuration to overwrite the original template image file while creating a Capture Profile.
- Fixed an unhandled exception which occurred during Manual Zone Correction.
- Smart Zones now populate Folder level Index Fields.
- Fixed an issue which caused certain identical documents of different file formats to have different OCR processing speeds.
- Fixed an error that prevented Classification Form export if its name included certain characters.
- The ACE template viewer no longer limits the user to 300 DPI images.
- Fixed an issue with Filebound lookups which ignored the "implied wildcard" settings.
- Fixed an issue in the "Display selected zone" option in Zone Configuration.
- During profile configuration in the Indexing area, an index field's name now correctly shows on all tabs instead of only on the General tab.
- ACE now properly saves and adjusts the Global Classification Form rules.
- Fixed an issue which prevented certain PDF files from processed by Auto Import.
- M-Files Direct Migration now allows the use of the "Index field value delimiter" option.
- Fixed an issue that would orphan documents based on output folder case sensitivity.
- Fixed an issue that caused certain database lookups to populate fields incorrectly.
- Enable Auto Import settings now save properly if you adjust settings in another workflow step.
- The index field list now remains visible when a document is rejected during Indexing.
- "Numeric Only" Character filters with extended characters specified no longer cause ICR read issues.
- Fixed an issue that prevented Incoming directories from being automatically created by the PSIfusion migration.
- The PSIsafe migration now correctly allows the slash ("/") character to be added as a constant in the Document Title field.
- Fixed an issue that prevented certain pages from appearing in the viewer during Index configuration.
- Fixed an issue that prevented multiple zone OMR from giving results after processing.
- Fixed an error message with incorrect information that appeared when failing to migrate a Batch Manager database to an external database.
- Fixed an issue which caused the saving of Separation Profiles with OCR zones from to cause an error.
- Fixed an issue with the PSIfusion migration that caused document grouping to affect non-grouped documents.
- Fixed a Smart Zone and zoom-to-zone issue that occurred when index fields had a type mismatch.
- Fixed an issue that prevented the "Skip recognition on back pages" option in Barcode settings from saving.
- Fixed an unhandled exception that appeared in Stand-Alone Mode.
- Custom Built Fields now update properly when linked fields are edited.
- OMR Zones are now correctly processed during Indexing when the separator page is a document's first page.
- Folder OCR smart zones now display the Zoom to zone child zones during Indexing.
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