Posted March 26, 2024 in Updates
Version 24.03.26.01 – K12Docs
A tutorial of the K12 Docs changes can be found here: https://vimeopro.com/softwareunlimitedinc/k12docs/video/925203143
- The K12Docs main screen has been updated.
- Once logged in, the domain name and User ID now appear in the top left of the screen, and there is different coloring for selected columns and buttons.
- The Signout option has been relocated to the Tools menu.
- An update has been made to the Inbox menu, which is used with search activity workflows. Click the down-arrow button to the right of the Inbox button to select the new Default and Order options. Default lists search activity workflows in alphabetical order within each application; and Order lists search activity workflows in order by the number of occurrences, from the greatest number to least.
- Several enhancements have been made when searching in K12Docs:
- When searching from the main screen, all folders will display when searching instead of limiting to only 550 records.
- When searching from the main screen, a drop-down field for the scope was added next to the Search button to search by Folders, Attributes, or Documents.
- The Use ‘OR’ field was relocated to be on the main screen, and a tooltip now appears when hovering over the field.
- When searching on the folder level, the column being searched on was changed to appear in red.
- Columns in the search results can now be sorted in ascending or descending order by clicking directly on the column heading/name.
- A folder listed in the search results can be downloaded by right-clicking and selecting the Open Publisher option.
- The Export button has been relocated to under the search results.
- When searching on the document level, the Create User field was added to the list of document attributes.
- The Create User field was also added when searching on the attribute level, and when searching on the attribute level, a column for Subfolder was added in the search results.
- When completing a Fulltext search, it is no longer required to enclose phrases in quotes. For a document that matches the search criteria, FTX displays at the end of the Pages/Files column on the portfolio tab. In addition, the Search Results field on the portfolio tab is filled out for the Fulltext search from the main screen, so users can advance to different documents matching results within a folder. If multiple folders have documents matching the search criteria, use the Previous Folder and Next Folder buttons to advance to other documents/folders.
- Indexing now allows for batch files to be indexed for applications with only one subfolder.
- The K12Docs Portfolio screen has been updated.
- When viewing a folder, the Portfolio screen has been updated to display the Folder ID in the top left corner.
- Subfolders containing documents are now green, and empty subfolders are orange.
- If desired, hover over the arrows on the splitter bar to see a tool tip to collapse or expand the left or right pane. The double-headed arrow can be used to resize the panes.
- Within a subfolder, the list of documents is broken into panes of .TIF files first, and then other files. The .TIF files have been updated to display the page numbers and total number of pages in the Pages/Files column (in blue text), instead of the word ‘Images’. The .PDF and other file types still display the name of the file that was added in the Pages/Files column (in green text).
- Columns in the list of document attributes can now be sorted in ascending or descending order by clicking directly on the column heading/name.
- Continuous scroll feature now available (when previewing) for all document types other than .TIF files.
- Can right-click on a subfolder now and select Refresh Pagesets to update the list of documents and attributes (for example, if change document attributes).
- Manage menu added and includes the options to Transfer, Publish Folder, and Delete Folder.
- Transfer feature available to move misfiled documents:
- To move a document, select the document, right-click on the document, and select Transfer Select (Pageset); then select the Subfolder in which to move the document, right-click on the subfolder, select Transfer Endpoint, choose to Copy or Move, and click Apply. (Note: If the document is a multiple-page .TIF file and only one page within the document needs to be moved, advance to the desired page to move (on the preview screen), and then right-click on the document to move and select Transfer Select (Page) instead.)
- All documents in one subfolder can be transferred by right-clicking on the subfolder and selecting Transfer Select.
- Select Transfer under the Manage menu and then Clear to delete (clear) the transfer cache if needed.
- Select Transfer under the Manage menu and then Folder to copy/move all the contents in the current folder to a different folder. To transfer the full folder contents, select the Transfer menu, select Folder, close the portfolio, select the other folder in which to move/copy the documents, select any subfolder right-click on the subfolder, select Transfer Endpoint, select to Copy or Move, and then click Apply.
- The Add Content screen was updated.
- Combine Images Single Pageset field is a new field that if selected, will combine multiple .TIF files together as one file when uploading.
- Multiple files can now be selected to upload all at once using the same attributes. Click the Upload File button to see the document appear in the list of files to upload and repeat until documents to index and file are listed; then complete the attributes and click the Submit button.
- Remove button added to delete a selected document from the list of documents to index and file.
- The message for ‘Content added successfully’ now appears to the right of the Submit button.
- The screen is now automatically refreshed after adding a document once the Add Content screen is closed.
- Search button added to allow a search in the Folder by choosing a Scope to search on. Search scope includes Bookmarks, Notes, Create Time, Create User, Virtual File Title, Attributes, or Full Text. Once search scope is completed, fill out the appropriate fields for Attributes, Lookup Items, and Search Value. Wildcard characters are available for use in the search criteria. If search results are found, the search screen closes and displays the results in the new Bookmark drop-down section. Click on results to open a document. If no match is found, ‘No content found matching search criteria’ message will display. As long as the portfolio tab is opened, the search criteria is retained when selecting the Search button again.
- Documents can now also be deleted by right-clicking on the document and selecting Delete to delete a document. To delete all documents in a subfolder, right-click on a subfolder and select Delete.
- Publish feature was updated.
- A document can be published by right-clicking on the document, and selecting Publish and then Open, or selecting Download. The Download option is disabled for .TIF files.
- The Publish screen was updated to include ‘View Now’ and ‘Download’ instead of ‘Open’ and ‘Save’.
- Multiple documents can be published by right-clicking on document, and selecting Publish and then Select. The document will be highlighted in blue. To select additional documents to publish, either drag the blue highlighted area over the additional documents to publish, or use CTRL key and click on additional documents to publish; then right-click, select Publish and Open (or else select Unselect to deselect documents).
- Previous Folder and Next Folder buttons were added to the right of the Manage menu, and allow navigation to the previous or next folder and shows the number of records (folders).
- Find feature, shown above list of documents within a subfolder, allows a search on the attributes. Key in the search criteria and click Find. Any matching results in the list of documents will be boldfaced and in blue text.
- Save E-Sign button, which is used after adding a signature, was relocated to now displays on the top of the preview screen.