Description

Type

Detail

A new collation job for Tenant invoices has been added to fileSMART PrintMail.

Enhancement

A new collation job for Tenant invoices has been added to fileSMART PrintMail. The new collation can be used for all Tenant invoicing.

A new document type, ‘Tenant Water Rate copy’ has been added.

Enhancement

A new document type of Tenant Water Rate copy has been added. The new document type will be used for all Tenant water rate documents archived in fileSMART using the REST Owner & Tenant Water Invoicing workflow.

The Lease start date on the Tenant tab has been replaced by the Original Lease Date.

Enhancement

The Lease start date on the Tenant tab has been replaced by the Original Lease Date. When calculating a portion of water usage for a new tenant, the Original Lease Date can be readily used to make an informed decision on the calculation of that Tenant’s water usage

REST Professional additional owner contact email addresses flags are now displayed in fileSMART.

Enhancement

REST Professional additional owner contact email addresses flags are now displayed in fileSMART. If an identical email address already exists in fileSMART as an ‘other’ email address all rules or flags relating to that email address will be kept for any email address imported from REST Professional. If an additional email contact is added to REST Professional and the contact is flagged as an owner then that email address will not be marked as ‘DO NOT USE’ all owners will receive statements unless otherwise specified in PrintMail contacts. If an email address is of any other email type that is, not flagged as an owner then the email address will be automatically flagged as ‘DO USE USE’ when imported into fileSMART during the REST Professional trust update.

GST Exempt tick box was not displayed correctly for New Zealand clients in the Tenant invoicing tab.

Fix

The GST Exempt tick box was not displayed correctly for New Zealand clients in the Tenant invoicing tab for REST Owner & Tenant Water Invoicing Workflow. This issue has now been fixed.

fileSMART Archive client terminated with an exception when updating Default Workflow Comments.

Fix

The fileSMART Archive client terminated with an exception when updating Default Workflow Comments. This issue has now been fixed.

New firewall port numbers where not correctly deployed in a client’s firewall configuration.

Fix

New firewall port numbers where not correctly deployed in a client’s firewall configuration. This issue has now been fixed.

Errors occurred in Workflow Assist when emails where received without a subject line.

Fix

Errors occurred in Workflow Assist when emails where received without a subject line. This issue has now been fixed.

Outlook add in was no longer retaining last selected folder value.

Fix

Microsoft Outlook add in was no longer retaining the last selected folder value. The drop-down list was always shown as empty This issue has now been fixed. 

Additional information has been added to the new email addresses grid.

Fix

Additional information has been added to the new email addresses grid to help clients when selecting email addresses from the email address list.

Archived documents in fileSMART could not be saved after editing.

Fix

Archived documents in fileSMART could not be saved after they were edited. When editing an archived document it appeared to be edited and saved but the edited change was not retained. This issue has now been fixed.

REST Owner & Tenant Water Invoicing workflow failed to pre-fill the invoice tab details.

Fix

The REST Owner & Tenant Water Invoicing workflow failed to pre-fill the invoice tab details if fileSMART and REST Professional where installed on separate servers.

Large colour tiff files where not being processed by fileSMART archive.

Fix

Large colour tiff files where not being processed by fileSMART archive. This issue has now been fixed.

In some cases property managers where shown against the wrong property in PrintMail collations.

Fix

In some cases property managers where shown with the wrong property record in a PrintMail collation. This issue has now been fixed.

Brochures in PrintMail where not collated and attached when the batch size was set to 1.

Fix

Brochures in PrintMail where not collated and attached when the batch size was set to 1. This issue has now been fixed.

In some client environments documents were sent to the pending queue during the auto archive process.

Fix

In some client environments and under some specific circumstances, fileSMART wasn’t able to auto archive all owner statements. This issue has now been fixed.

One character email domain names were not accepted as an email addresses in fileSMART.

Fix

One character email domain names were not accepted as an email addresses in fileSMART. This issue has now been fixed.

On some Microsoft Windows servers the attach functionality was not working as expected.

Fix

On some Microsoft Windows servers the attach functionality was not working as expected. This is now fixed.

Description

Type

Detail

Rest Professional additional owner contact email addresses are now available in fileSMART for sending fileSMART emails and for Owner Statement collations.

Enhancement

Rest Professional additional owner contact email addresses are now available in fileSMART for sending fileSMART emails and for Owner Statement collations. If you do not want to use some of the emails addresses you have added in REST Professional as part of the Owner Statements collation in PrintMail you will need to make those emails as ‘DO NOT USE’.

A Contacts Email Report has been add to the Contacts screen in fileSMART PrintMail.

Enhancement

A Contacts Email Report has been add to the Contacts screen in fileSMART PrintMail. The reports are provided to better manage the new additional owner email contacts types added in v14.5 of REST Professional.

Description

Type

Detail

New REST Owner & Tenant Water Invoicing workflow

Enhancement

fileSMART version 7.0 introduces further efficiency gains in the area of REST Owner & Tenant Water invoicing workflow and in particular Tenant Water usage charging. The focus of the new Owner & Tenant Water workflow is to combine the two tasks that is the owner Water rates invoice entry and Tenant Water rates water usage charging into one specific Water rates Workflow delivering an end to end solution from the moment the Water rates bill is received into fileSMART workflow to the time both the owner and tenant receive their collated documents in their respective Owner Statement collations and Tenant Water usage Invoices.

BPAY enhanced Tenant water usage QR Codes

Enhancement

Rockend in partnership with the BPAY organisation have extended BPAY payment QR Codes to create a new BPAY QR Code with additional Tenant Water usage information. The BPAY payment QR Code specification for Water Authorities offers BPAY as a payment mechanism and incorporates Tenant Water usage information into a BPAY payment QR Code specifically for the Real Estate industry. Working in co-operation with the BPAY product management team Rockend has added Water usage data fields to the existing BPAY payment QR Code to allow fileSMART to read and automatically pre-fill workflow data for both the owner water bill (as it does today) and additionally the Tenant Water usage invoice.

Third party OCR software can now provide Tenant water usage information.

Enhancement

Third party OCR software can now provide Tenant water usage information by provided a comma delimited text file. The third party OCR software will need to work with an existing office document scanner to read the required Tenant usage information from a water rate and provide the usage information as a text file which can then be used to insert the Tenant usage information required into the tenant usage tab fields. The OCR solution is independent of fileSMART and must be provided as a separate solution by the office itself.

A new fileSMART Outlook Plugin menu item has been created for Outlook versions 2010 and onwards.

Enhancement

A new fileSMART Microsoft Outlook Plugin menu item has been created for Outlook versions 2010 and onwards. The new look fileSMART Outlook Plug-in has its own independent menu tab on the Outlook menu bar and is no longer shown under the generic Outlook Add-in tab.

The fileSMART Outlook Plugin can now be installed or restored as part of the fileSMART Archive client menu.

Enhancement

The ability to install or restore the Outlook Plug-in has been added in as part of the fileSMART menu. A user can now install or restore the Outlook Plugin from within the fileSMART archive client and does not need to run the fileSMART installation program.

Support for 64bit versions of Outlook have now been added to fileSMART.

Enhancement

Support for 64bit versions of Outlook have now been added to fileSMART. As a user of fileSMART who needs to archive outlook messages it is now possible to use a 64bit version of Microsoft Outlook.

The new Outlook email plugin for fileSMART no longer locks the Microsoft Outlook main Window.

Enhancement

The new Microsoft Outlook Plugin no longer locks the Outlook main window and fileSMART when an email message is launched from fileSMART. In previous versions of the Outlook Plugin when an email was created in fileSMART it would prevent a user from opening or using the main Outlook program as well.

Email addresses from REST Professional for owners and tenants can now be used when sending emails from fileSMART. 

Enhancement

Email addresses from REST Professional for owners and tenants can now be used when sending emails from fileSMART. A new email address grid is now provided in order to select the available REST Owner and Tenant email addresses in fileSMART.

A new re-workflow function has been added to the fileSMART workflow process.

Enhancement

A new re-workflow function has been added to the fileSMART workflow process. The re-workflow function will allow a user with fileSMART Administrator rights to select a workflow document and re-workflow that document to a different workflow queue, workflow user or Archive folder.

The update from trust from REST, STRATA Master or Console is now available as part of the fileSMART Archive client menu.

Enhancement

The update from trust for REST Professional, STRATA Master or Console for fileSMART in versions prior to version 7 could only be run from the fileSMART server. The process is now available as a menu item in the fileSMART Archive client. A user needing to run the fileSMART update must have Administrator rights to run this process.

A new test email function has been added to PrintMail collation.

Enhancement

So that a PrintMail user can test the current collation bundle being sent a test email option has been added to PrintMail to send a test email. This allows a user to see what the email created will look like when it is sent.

A global redaction (electronic document whiteout) function has been added to PrintMail jobs.

Enhancement

Redaction is the process of electronic whiteout. Sensitive information can now be removed from a document before it is sent by PrintMail. The global redaction feature will allow a user to create a template for a specific document type and redact certain information from that document such as the owner address details sent to a tenant for the payment of Water rates usage. The redaction only applies to the collated document.

A new document duplication function has been added to the fileSMART pending queue.

Enhancement

A new document duplication function has been added to the fileSMART Archive process. The document duplication function will allow a user with fileSMART Administrator rights to select a pending queue document and duplicate that document to the pending to archive to multiple properties.

A retention policy rule has been added to fileSMART for rejected workflow items.

Enhancement

A retention policy rule has been added to fileSMART for rejected workflow items. If the document has been sitting in the rejected queue for longer than 24 months it will now be deleted to assist with workflow queue performance.

For PrintMail email templates a maximum image and maximum email template size setting has been added to PrintMail.

Enhancement

A maximum image and maximum email template size check has now been added to PrintMail the default maximum size for an image added to the email body jobs template is 100Kb the maximum size of an email job template is 1Mb to prevent emails messages being sent that are too large for an SMTP server to handle.

Backup days have been increased from 7 days to 30 days

Fix

The number of backup days default has been increased from 7 days to 30 days. This change has been made to assist with potential scenario where restoring back beyond the last 7 days is required.

In some circumstances a user was unable to change a PrintMail email template from a fileSMART workstation.

Fix

In some circumstances a user was unable to change a PrintMail email template from a fileSMART workstation. This has now been resolved.

Jobs missing the document types after upgrade on fileSMART for console environment.

Fix

In some circumstances the document types where being dropped from the existing PrintMail Jobs after a fileSMART Console software upgrade. This issue has now been fixed.

Filtering a workflow queue by certain creditors would cause an unhandled exception in fileSMART.

Fix

If a workflow queue contained thousands of workflow documents for a particular creditor when filtering that workflow queue by that creditor it would cause an exception error to occur. This issue has now been fixed.

The name of PrintMail collation step 3 has now been renamed to 'Collate Documents’

Fix

To avoid confusion the name of PrintMail collation step 3 has been renamed to 'Collate Documents’.

Exception shown in some circumstances when searching for a document.

Fix

Exception shown in some circumstances when searching for a document. This has now been rectified.

Exception shown when processing a workflow document in STRATA Master.

Fix

Exception was shown on processing a workflow document in STRATA Master. This has now been rectified. The missing fields are now included.

Workflow Assist validation fails for a hosted Exchange email server.

Fix

Workflow Assist validation fails for a hosted Exchange email server. This has now been resolved.

fileSMART was denied access to an import document. Please try manually refreshing the pending queue.

Fix

fileSMART was denied access to an import document. Please try manually refreshing the pending queue. In some circumstances a user was unable to import a document to Archive this has now been fixed.

Sales records in a sales only database no longer appeared in fileSMART.

Fix

Sales records in a REST Professional sales only database no longer appeared in fileSMART. This issue has now been resolved.

FileSMART PrintMail client opened as a blank client page and PrintMail was shown as 'Not Connected'.

Fix

The FileSMART PrintMail client opened as a blank screen and was unable to connect to the fileSMART server in some circumstances. This has now been fixed.

System.OutOfMemoryException issue.

Fix

System.OutOfMemoryException is shown on trying to print a large PDF file created by the fileSMART PrintMail during a collation. The memory handling for large PDF files has now been improved.

The port numbers that fileSMART uses have now changed.

Fix

The port numbers that fileSMART uses to communicate between the fileSMART client and the fileSMART server has changed to avoid port conflicts with other software

The sales link groupfields table for Console customers was not being created in some circumstances.

Fix

The sales link groupfields table for Console customers was not being created in some circumstances. This has now been fixed.

Description

Type

Detail

STRATA Master document type

Enhancement

A new document type of “Levy Statement” has been added to the “Individual Lots” folder.

Reduction in the number of login requests from fileSMART when in STRATA Master or REST Professional

Enhancement

The number of login requests from fileSMART when clicking on the fileSMART icons from within STRATA Master and REST Professional has been reduced. You will only be asked to logon once when you first log onto fileSMART from within STRATA Master or REST Professional.

Extended the fileSMART communication with STRATA Master to provide fileSMART portal descriptions 

Enhancement

fileSMART now provides portal descriptions to STRATA Master so that descriptions can be selected in STRATA Master and passed to fileSMART for uploading to portals.

fileSMART Workflow Assist is unable to connect to mailboxes on a Hosted Microsoft Exchange server.

Fix

The Workflow Assist Mailbox connection process has been changed to allow specific connection type to be used when connecting to a hosted Microsoft Exchange Server configuration.

On some Microsoft Windows servers the attach functionality was not working as expected.

Fix

On some Microsoft Windows servers the attach functionality was not working as expected. This is now fixed.

The workflow filter type to filter by creditor was not working as expected.

Fix

The workflow filter screen when filtering by creditor was not working as expected for creditors with large numbers of documents in Workflow. This is now fixed.

The PrintMail collation step called Collation Details has been renamed to Collate Documents.

Fix

The PrintMail collation step name called Collation Details did not correctly reflect the step process this has now been renamed to Collate Documents.