Version 3.x Change Log

  • Version 3.4.2 Change Log
    Release date: 2021-09-22

    NEW FEATURES

    General:
    – Apart from SharePoint integration user for template management and saving reports, two additional SharePoint authorization types are now supported: Online and On-premises.
    – Added Encryption algorithm to PDF password setup. Improved PDF encryption: Added support for strong AES256 encryption cipher algorithm.
    – Added custom placeholders for WF comments (the first, the current and all comments) for Email templates via the DocEmailTemplateAdvancedHandlerWFAL class (Advanced handler class for WF and Alerts).
    – Support for new fields related to Attachments in the data entities: DocSysEmailMessageTableEntity for Organization email templates and DocSysEmailMessageSystemTableEntity for System email templates.

    System and Utilities:
    – Compiler Warnings and Best Practice Issues are removed or suppressed; the code cleansing is done.
    – Print to Docentric File print destination: Added a new property parmSendSeparateFilesToUser() to the DocPrintDestSettingsFile class to programmatically skip zipping of multi-documents reports (such as Customer account statement) when downloaded in the browser, if required so.
    – When generating and distributing reports (in the DocOutputManager class), events are now raised also in the case of an error.
    – (3.4.2.1) When the Discover report technical name checkbox in User options is turned on, the template ID and report runtime language beside the SSRS report design name are now printed to Infolog.

    FIXES

    General:
    – Fixed saving in Email history: From D365FO 10.0.21, Docentric SMTP email provider cannot store information on outgoing emails in Email history. The reason is a new parameter of the SysEmailHistory::insertNew() method.
    – When Email body HTML editor is used in the same session with CK Editor added by MS in D365FO 10.0.16, the “An unexpected client error occured” error message appears. This is fixed by using iframe.
    – When used the Docentric Print Management Setttings data entity (DocPrintMgmtSettingsEntity) for the import operation, for the default Docentric template is used a string constant “@DOCENTRIC_DEFAULT_TEMPLATE@” instead of an empty string.
    – Fixed caching and sharing of Docentric Engine property values such as DocumentConversionTimeout across AOS nodes, which are stored in the DocentricEngineSetting table. The DocSystemSetting table is introduced to provide multiple options for resetting the cached values.
    – Fixed random decryption issue with PDF AES128 encryption algorithm and reverted from RC128 to AES128 as the default PDF encryption algorithm.
    – Query-based reports: When a query contains as a datasource a view that has GroupBy defined, the report DDSP is not generated correctly (e.g. not all records or fields are fetched).
    – Fixed saving to Print archive when Pdf encryption is used: PDF encryption conditions were not being properly stored.
    – Email token redirection: When the Print destination settings form is open, Print management email tokens are not offered on a helping dialog.
    – (3.4.2.1) Fixed bug for Global attachments: The Global attachment checkbox is hidden on the Attachments form when open for a Legal entity record.
    – (3.4.2.1) Email templates: When adding attachments for Alert and WF emails is enabled and no Attachment tags are specified, no attachment is added to the notification emails. This behaviour is now changed to include all Attachment files from the alert/WF-originated table.

  • Version 3.4.1 Change Log
    Release date: 2021-07-02

    NEW FEATURES

    General:
    – Introduced Delivery address email tokens for primary email (@DLV@) and purpose (@DLV_<Purpose>@). Can be used with any report related to a customer or vendor.
    – Redesigned the Print destination settings form > Docentric File print destination: the ‘Set the output filename suffix’ fast tab is moved to a separate form. An indicator whether the child form is dirty is added to all ‘More…’ buttons.
    – The Print destination settings form > Docentric File print destination > Save to Attachments: Added a new Record type ‘Legal entity’, so reports can now be saved to Attachments of the current Legal entity.
    – Redesigned the Validation fast tab in Docentric report setup to be more readable and user-friendly.

    Emailing:
    – Improved Workflow email notifications: The Batch email sending status fields added by Docentric such as Context information and Account number are populated. You can also tag Attachments on a Workflow entity to be sent as attachments of the Workflow emails.
    – Improved Email distributor batch: You can now select which outgoing emails (from the Batch email sending status form) to send with Email distributor batch. This way you can schedule multiple batch jobs to send different types of emails separately, e.g. customer invoices and alert notifications.
    – Introduced Email distributor cleanup, where you can select which the Batch email sending status records to delete. You can also implement an event handler to archive deleting records.
    – Improved Batch email sending status: Allow updating of a single email message including Body and Attachments. Extended filter to include outgoing emails in the Expired status. Improved form for viewing of a single message to show HTML formatted Body and Attachments.
    – DocEmailTemplateManager::sendEmail()/sendSysEmail() methods: Supported placeholders in To, Cc and Bcc.

    Alert email notifications:
    – Per Alert rule, you will configure:
    >> Which Email template to use, specifying this way Alert email body and subject as well as Sender address and name.
    >> Whether Alert emails will be sent synchronously or via Email distributor batch.
    >> Besides email recipients (the To field), you can also specify Cc and Bcc, which can contain placeholders bound to user- or alert-related contact email addresses. OOTB are supported: %CreatedUser%, %ModifiedUser% and %USERGROUP_<GroupId>%.
    – In Email templates setup, you will configure:
    >> Email body and subject that can contain placeholders bound to alert-related data. Dynamic images and dynamic tables are also supported.
    >> Tags that alert-related Attachments needs to be marked with in order to be attached to Alert notification emails.
    >> All standard Alert placeholders such as %Message% and %LinkToBusinessData% are supported. You can also introduce custom placeholders via ETH classes.
    – When used for Alert emails, the Batch email sending status form will show alert-related Context information, Account ID if applicable, clickable Alert rule ID and Notification ID. Using this data, you can run a separate Email distributor batch job for specific Alert emails.
    Learn more >>

    Docentric Designer and Generator:
    – Introduced configurable DPI settings when generating reports in TIFF output format.
    – Improved caching for Docentric Engine properties such as DocumentConversionTimeout, which are stored in the DocentricEngineSetting table.

    System and Utilities:
    – Refactored and improved delegates and placeholder management classes used in report execution pipeline.
    – Refactored printer selection lookup form (a new dedicated form is introduced) to be used exclusively from the Print destination settings form.
    – A new class DocDataSourceObject containing a report data source data record tree is added as a child to DocPrintReportSettings, which is accessible anywhere in the report execution pipeline.
    – Created a new delegate (DocReportRunDelegates.savingEInvoiceAttachment) for changing Document type and other settings when attaching invoices to journals via the ‘eInvoice attachment’ option.
    – Created a new delegate (DocReportRunDelegates.tranformReportXmlOutput) for applying data transformation to report data source when printing reports in XML output format.
    – Created action class DocDocuActionFileWithMetadata (Attach file with metadata) that enables saving attaching documents to SharePoint with metadata fields, which can be specified programmatically, using the DocDocuActionFileWithMetadata.changeAttachmentSharePointMetadata delegate.
    – Added support for creating password-protected ZIP files via method DocDocumentHelper::documents2Zip().

    FIXES

    General:
    – When saving files to Azure Blob storage or Azure Files, the file content type hasn’t been set.
    – Emailing: Bare line feeds (LF) without the carriage return character (CR) are found in the email message body when print settings are loaded from SysLastValue. This is a MS bug, but a workaround (the second attempt) is created to replace each occurrence of LF with CRLF field in the email message body.
    – Fixed bug for ‘Open email before sending’ with Bcc and To fields containing the same email address.
    – Fixed bug for base DSP class (DocDataSourceProviderSrsReporting), when retrieving records from an RDP InMemory table with missing SELECT statement in its SRSReportDataSetAttribute method in the report DP class.
    – Fixed bug for Electronic signature: Azure Key Vault certificate retrieval fails when the Secret field in the Key Vault parameters is specified in the form: ‘vault:///certificate’.
    – Fixed bug for retrieving a current user External ID needed for Docentric SharePoint Proxy when connecting to SharePoint server: if External ID has not been found in the current user session, it wasn’t read from the database.
    – Fixed SharePoint issue with the first upload of a file to a target document library, when ‘Require documents to be checked out before they can be edited?’ is turned on for this library. However, a file overwrite on such document libraries is not currently supported.

  • Version 3.4.0 Change Log
    Release date: 2021-04-16

    NEW FEATURES

    Watch New Features Video >>

    Saving to SharePoint:
    – Enabled saving reports to SharePoint Document libraries with metadata fields, which are configured using placeholders in Docentric report setup > SharePoint settings. This way, not just report output files can be saved in SharePoint but also their metadata such as Customer ID, Document ID, Due Date, etc.
    – Saving with metadata fields is supported for:
    >> Docentric File print destination > Save to SharePoint,
    >> Docentric File print destination > Save to Attachments,
    >> Docentric Archive print destination or any destination with ‘Save in Print archive’ turned on.
    – Save to Attachments and Print archive is triggered via Document types pointing to a SharePoint document library whose metadata fields are configured in Docentric report setup > SharePoint settings for the executing report.
    Learn more >>

    Printing:
    – User Favorite Printers are introduced: End-users can set up their favorite printers, which will appear either as the only available network printers when printing reports or on the top of the list of all available printers, depending on the ‘Printers I want to see’ selected value in User options. Administrator can configure favorite printers for all users. Learn more >>
    – User Allowed Printers are introduced: Administrator can allow selection and use of particular network printers per user. Setup can be done from both perspectives: per printer and user, also with the help of security roles. Users can print reports only to their allowed network printers. Learn more >>
    – User Default Printer setup is updated to support User Allowed and User Favorite Printers.
    – Report Restricted Printers are improved to support restrictions also for reports outside Docentric report setup and for printers which could be registered in D365FO in the future.
    – Printer selection on the Print destination settings form is redesigned: instead of the combobox with available printers, a lookup form with filtering and sorting is introduced. Additionally, placeholders can be used, which enables dynamic printer setup, e.g. the use of different printers for different locations.
    – Data entities for Report Restricted, User Favorite and User Allowed Printers are created: Docentric Report Restricted Printers (DocReportRestrictedPrintersEntity) and Docentric User Printers (DocUserPrintersEntity).

    Emailing:
    – Added support for the Primary contact and Purpose email tokens for the Print management document type Container contents (PrintMgmtDocumentType::WHSContainerContents).
    – Improved validation of email addresses in the email settings on the Print destination settings form (the To, Cc, Bcc fields), when email tokens and placeholders are used.
    – Report email templates: Sender address (the From field) and Sender name (the sender display name) are added to Email templates.
    – Organization and System email templates: Added support for Reply-to and Bounce-to for DocEmailTemplateManager::sendMail() and DocEmailTemplateManager::sendSysMail() methods, used for sending emails based on email templates.

    Docentric report setup:
    – You can now preview report templates directly from Docentric report setup on a button click.
    – On the Docentric report setup > Sample DDSP form, DDSP schema is shown.
    – To enable better organization of User-defined placeholders, Placeholder groups are introduced. Placeholder groups can also be used with Custom placeholders via the Group property of the DocPlaceholderAttribute attribute.
    – The Placeholder list form is improved to display the source DSP class for Custom placeholders including inherited and extension classes. Also, the form now supports data source refreshing and clickable links to related tables.
    – Report setup can now be open from the Print destination settings form in order to view and configure additional print settings for those users, who have sufficient security privileges.

    Document Generation:
    – Supported document conversion from DOCX to PDF by using MS Office 365 cloud service as well as conversion to any file format by using a third-party conversion engine.
    – Supported TIFF output format.
    – Query-based reports are optimized by skipping table buffer re-reading for data sources with Dynamic fields.
    – DSP class for CBD Data models is updated to support NextGen Document Generator.

    Docentric Designer and Generator:
    – Configurable timeout for Docentric Generator is introduced. Setup is done via the DocentricEngineSettings table and the new DocumentConversionTimeout property.
    – Added a new XPath function: get-string-binary(). Useful for converting an HTML fragment to its binary value in Docentric Designer. This way a data field (e.g. a Form note containing HTML text) can be bound to a Subdocument (HTML) tagging element without any code customization.

    System and Utilities:
    – Helper classes (DocERFormatGenerator and DocERFormatGeneratorCBD) for printing ER Formats to Memory are created.
    – Added support for Custom placeholders defined as attributes on the extension classes of the DSP classes.
    – Improved validation when using Docentric Print Management Data Entity for import scenarios.
    – Added events (delegates) in Docentric form extension class of the built-in Print destination settings form, published when initializing and closing the form.
    – Redesigned events (delegates) published during report execution when distribution operations (printing, archiving, emailing) are started.
    – Basic OS information is included in the diagnostic data sent to Docentric AppInsights.

    FIXES

    General:
    – Deployment tools: When moving template documents stored on Azure Blob storage between environments, they were occasionally uploaded to wrong Azure Blob containers; the bug was caused by different case sensitivity in D365FO and Azure Blob storage.
    – Fixed bug for HTML Editor for Email Body, which loses focus occasionally when typing fast.
    – When importing/exporting Docentric data entities with Container and Memo data fields, 32KB limitation in field size is removed. Fixed data entities:
    >> Docentric Electronic Signature Appearance (DocElectronicSignatureAppearanceEntity) – Container fields,
    >> Docentric Print Management Settings (DocPrintMgmtSettingsEntity) – Container fields,
    >> Docentric Organization Email Messages (DocSysEmailMessageTableEntity) – Memo fields,
    >> Docentric System Email Messages (DocSysEmailMessageSystemTableEntity) – Memo fields.
    – Docentric Print Management Data Entity: When importing/exporting Print management settings with SSRS report format and Docentric Email or File print destination, SSRS output file format was ignored.
    – Report Restricted Printers: When posting a document without using Print management, in the pipeline all printers were treated as restricted if the running report is not registered in Docentric report setup.
    – Fixed bug for DocEmailTemplateManager::sendMail() and DocEmailTemplateManager::sendSysMail() methods when used for sending emails via Batch email sending status without attachments and the parameter of type DocEmailProcessingParams.
    – (3.4.0.1) Saving reports to SharePoint site collections didn’t work after switching to CSOM SharePoint APIs.
    – (3.4.0.1) Emailing: Bare line feeds (LF) without the carriage return character (CR) are found in the email message body when print settings are loaded from SysLastValue. This is a MS bug but a workaround is created to replace each occurrence of LF with CRLF field in the email message body.
    – (3.4.0.2) Saving reports larger than 2MB to SharePoint didn’t work after switching to CSOM SharePoint APIs. In the SharePoint picker document libraries and folders were reverse alphabetically sorted.
    – (3.4.0.2) Additional email attachments: When loading attachments from a custom record, security check of user rights to access the record and its attachment was incomplete and returns a false result in case that no record-matching menu item exists in the system.

    Docentric Designer and Generator:
    – Fixed bug: the format() XPath function didn’t format date/time values properly.
    – Printing in on-premises environments: Printing reports to network printers was occasionally causing errors and even system crashes due to a print dialog invocation and multithreading issues.
    – PDF encryption is temporarily reverted from AES128 to RC128 encryption due to random decryption issues. This does not affect business processes in any way.

  • Version 3.3.9 Change Log
    Release date: 2020-12-10

    NEW FEATURES

    Watch New Features Video >>

    Document Generation:
    – Signing PDF documents generated with both Docentric and SSRS rendering engine is enabled. Electronic signature is created with X.509 certificates stored in Azure Key Vault or in the database in PFX format. Learn more >>
    – Additionally, electronic signature appearances for visualization of electronic signatures on signed PDF documents are introduced. They are highly configurable and can be set per company, report and template.
    – PDF document properties such as Author, Title, Subject and Keywords are enabled for outgoing PDF documents generated by SSRS rendering engine. Learn more >>
    – Improved PDF encryption: RC40 encryption cipher algorithm is replaced with a stronger one – AES128.
    – Docentric rendering engine: Supported transparency of images in documents generated in PDF and Word output formats.
    – (3.3.9.1) Data entitities for Electronic signature appearances and Electronic signature appearance groups are added.

    Emailing:
    – Email templates for email body and subject are introduced as a new option in Docentric report setup. In addition to configuring the email body from within Docentric Email print destination, you can now select which Email template to use instead. To enable multilingual outgoing emails with printed reports, you will need to set up Email templates per language. Learn more >>
    – New Email templates can also be used as snippets for Email body. The ‘T’ combobox (meaning ‘Insert Snippet From Email Template’) is added to the email body editor (the custom control) on the Print destination settings form.
    – Docentric AX parameters > Additional email sender accounts: A new field is added to support sender accounts with a username different than the sender email address. The ‘Send test email’ functionalities now send test emails strictly for the currently selected account.
    – The ‘Suppress outgoing emails’ option is introduced in Docentric AX parameters > Emailing. Applicable when emailing reports via Docentric Email print destination or sending email messages via Docentric Email distributor batch. You might find it useful in UAT environments.
    – A new email token RFQ Vendor email (@RFQVendorEmail@) for the Request for quotation (RFQSend) report is introduced; it is resolved as Email from RFQ Journal (VendRFQJour), which is copied during posting from the corresponding Vendor record in RFQ Case. Email token redirection will work as expected, e.g. when this token is not resolved, reports will not be emailed but printed to a preconfigured printer instead. Learn more >>
    – Additional email attachments: Added new options for ‘Load from’ when defining Attachment rules on the Print destination settings from: Item table, Source table line and Journal line. Learn more >>
    – Batch email sending status: Added new columns Document ID, Account and Account type, which contain the related customer or vendor account, if applicable. This will improve searchability of the outgoing emails.
    – Email templates: Methods DocEmailTemplateManager::sendMail() and DocEmailTemplateManager::sendSysMail() are now enabled for Email processing (Email distributor batch). Can be useful for custom scenarios.
    – Error messaging is improved when using Docentric SMTP email provider.

    Report Restricted Printers:
    – Administrators can restrict the selection and use of particular network printers per report. Users can print a report only to network printers allowed for this report. Learn more >>
    – Useful for checks, labels and other reports which should be printed to special printers only.
    – You can apply your custom restriction rules (e.g. per user or per location) via event handlers.

    Print Management:
    – The ‘Print management’ button is now always enabled for each Print management report in Docentric report setup, even when it doesn’t have any setting inserted in Print management setup.
    – A new button ‘Print management per module’ is added to Docentric report setup.
    – The ‘Print management preview’ feature is now part of Free Edition.
    – The ‘Print management preview’ feature is enabled for the Sales packing slip report.

    General:
    – Export to Word (Word 2003) from Docentric Viewer for reports based on SSRS report designs is now supported.
    – Docentric settings such as Category, Language, Restriction and Active from/to on the Attachments form can now be updated in bulk.
    – Docentric AX Workspace is redesigned to be better organized and to include links to Print management setup for all modules. Learn more >>

    System and Utilities:
    – Added a new tracing option for loading Print management settings.
    – Added escaping of non-allowed characters in output filenames and folders after the placeholders are processed.
    – Number of pages of a generated report is now added to the DocPrintReportSettings class (the getPrintedReportNumberOfPages() method), and it can be used in the report pipeline, e.g. with the event handlers.
    – Added support for SRSReportFileFormat::Word, a new enum element added in 10.0.12 D365FO version. This means that you can generate SSRS reports in Word output format using Docentric print destinations.
    – Added support to the Data Automation framework for Docentric NextGen Document Generation and Distribution, which is coming in one of the next releases.
    – Added an event handler to enable resuming execution on error (instead of stopping it, which is the default behavior), when printing reports in batch. This can be useful when e.g. emailing multiple invoices in batch.
    – Improved error messaging when executing reports in batch, e.g. Document ID and Account Number are added to Batch job infolog.
    – Instead of 3 DLLs only 1 DLL is now included in the Docentric AX model. Learn more >>
    – Common fonts such as Arial and Calibri are added as Custom AOT fonts, since most of new environments are self-service and with no fonts installed. See all Custom AOT fonts by clicking Docentric AX parameters > Templates > Show installed fonts. Learn more >>
    – The following fonts are added to AOT Resources in the Docentric AX model:
    >> Arial (Regular, Bold, Italic, Bold Italic)
    >> Arial Black (Regular)
    >> Arial Narrow (Regular, Bold, Italic, Bold Italic)
    >> Calibri (Regular, Bold, Italic, Bold Italic)
    >> Calibri Light (Regular, Italic)
    >> Courier New (Regular, Bold, Italic, Bold Italic)
    >> IDAutomationMICR (Regular)
    >> Segoe UI (Regular, Bold, Italic, Bold Italic)
    >> Segoe UI Black (Regular, Italic)
    >> Segoe UI Light (Regular, Italic)
    >> Segoe UI Semibold (Regular, Italic)
    >> Segoe UI Semilight (Regular, Italic)
    >> Symbol (Regular)
    >> Tahoma (Regular, Bold)
    >> Times New Roman (Regular, Bold, Italic, Bold Italic)
    >> Verdana (Regular, Bold, Italic, Bold Italic)
    >> Wingdings (Regular)
    >> Wingdings 2 (Regular)
    >> Wingdings 3 (Regular)

    FIXES

    General:
    – Upgrade manager: subscription is moved from the ApplicationStartupEventManager.OnSystemStartup event to OnSessionCreated, in order to avoid multiple executions and errors in unit testing.
    – Table Browser extension is fixed to enable editing of Docentric tables with hidden parameters such as DocTraceParam, DocentricEngineSetting and DocFeaturePreview in production and UAT environments.
    – Print archive: The ‘Number of pages’ field wasn’t getting populated when saving reports to Print archive.
    – Print archive: Indexes weren’t set on the DocPrintJobHeader table, which contains archived reports metadata.
    – Fixed bugs in the processing/replacing User-defined placeholders and Labels in the print destination settings.
    – User-defined placeholder expressions can now have length greater than 500.
    – Fixed Microsoft’s bug: When using FormStringControl with the property ‘Password Style’ set to Yes within the new Grid control, the entered passwords are not masked.
    – Default printer: Fixed a bug on the ‘Default printer per user’ form, where effective default printer is not shown and validated correctly in some cases.
    – Custom labels: Improved performance when using labels referenced in Docentric report setup by adjusting indexes on the DocReportLabel table.
    – Batch email sending status: the ‘Last Email Failure Message’ field wasn’t populated with the error message when using Docentric Email distributor batch.
    – Fixed an occasional update conflict when showing the upgrade message in the first admin user session.
    – Generating DDSP: ER Data Model and Model Mapping info were written into DDSP even when a DDSP is generated for SSRS-based reports (relevant only if CBD Preview Feature is turned on).
    – Emailing: Fixed bug when saving outgoing emails to Email history, which arose due to method signature change in 10.0.15 D365FO version. Email history is otherwise introduced in 10.0.12 D365FO version.
    – (3.3.9.1) Fixed bug when saving reports to Print archive that are generated in the format different than PDF (e.g. when emailing an XLSX document or printing to a network printer), with an electronic signature not configured for this report in Docentric report setup.

    Docentric Viewer:
    – Fixed bug for Export to Excel for the PreProcessedRegular reports, such as Customer invoice and Puchase order.
    – Improved printing quality when printing to local printers from browser.
    – Fixed a minor layout corruption of underlying forms after closing Docentric viewer.

    HTML Editor for Email Body:
    – Fixed a bug with the ESC button which, when pressed in the Full Screen mode, corrupted the hosting D365FO page layout.
    – Widget ‘Fields’ (the combobox with placeholders) is now renamed to ‘P’ and became wider to improve user-experience.
    – Widget ‘T’ (Templates, meaning ‘Insert Snippet From Email Template’) is introduced as the combobox containing Email templates from Docentric report setup.
    – Full screen mode of the email body editor (the custom control) is replaced with a new D365FO form.

    Docentric Designer and Generator:
    – Fixed a bug for handling images while generating PDF documents, which has been causing memory leaks, resulting in the error: “The operation completed successfully. Failed to generate document.”.

  • Version 3.3.8 Change Log
    Release date: 2020-05-20

    NEW FEATURES

    Watch New Features Video >>

    General:
    – User-defined labels: Except in Docentric templates, you can now use them also in all print settings such as Email body, subject, output filename, etc. D365FO labels are also supported. While you can use multiline labels in print settings, parametrized labels are not supported. Learn more >>
    – User-defined placeholders: Unlike Standard (i.e. common for all reports) and Custom placeholders (i.e. defined by custom DSP classes per report), these placeholders can be added per report at runtime. They are defined using XPath expressions against the report’s DDSP and can be used anywhere in print settings. Learn more >>
    – Print management preview: In addition to Preview copy/original on journal forms, which enable report preview using the default report design, we added a new button (Print management preview) to enable the preview using the report design specified in Print management. Supported reports: Sales/Free Text/Project Invoice, Sales/Project Quotation, Quotation Confirmation, PO/SO Confirmation.

    Document Generation:
    – Enabled protection of outgoing PDF documents with passwords, which can be configured per report per company in Docentric report setup. Using placeholders (e.g. @CustomerVATNumber@) is supported. Learn more >>
    – PDF document properties such as Author, Title, Subject and Keywords can now be configured per report per company in Docentric report setup. Using placeholders in these settings is supported.
    – Custom fonts: Reports generated with Docentric can use custom fonts that are uploaded via Docentric AX Parameters > Templates > Template fonts to Azure blob storage (no need for a developer to add them as AOT resources). Diagnostics of currently installed fonts in the environment is also added. Learn more >>

    Emailing:
    – Added support for logging outgoing emails to Email history (the SysEmailHistory table) when using Docentric SMTP Email provider.
    – New email tokens OrderEmail and ProjEmail are introduced for PO/SO based reports, and project invoices and quotations respectively. Consequently Email token redirection will work as expected, e.g. when this token is not resolved, reports will not be emailed but printed to a preconfigured printer instead. Learn more >>

    File print destination:
    – Saving reports to external Azure blob storage using Docentric File print destination is enabled. This feature can be suitable for integration scenarios.
    – When saving reports to Attachments, you can now also set up Attachment fields: Category, Language, Tags, Active from and Active to.

    Docentric Designer and Generator:
    – QR Code redundancy level is set to 30.
    – Added a new XPath function: string-find().

    System and Utilities:
    – Added a utility class DocSrsReportGenerator that enables simpler generation of any SSRS report as MemoryStream using Docentric Memory print destination. Both SSRS report design/SSRS Reporting Services or Docentric template/Docentric Generator can be used.
    – Added a custom query range utility method (DocQueryRangeUtil::isRunningInBatch()), which can be used in Advanced filter dialog (e.g. in Print management conditions). Learn more >>
    – Added tracing options when posting and printing any type of journals.
    – Extended built-in Table Browser to enable editing of Docentric tables with hidden parameters such as DocTraceParam, DocentricEngineSetting and DocFeaturePreview in production environments.

    FIXES

    General:
    – Default printer: A user without access to all companies was not able to set up his or her default printer.
    – Potential cross-company query issues (related to Default printer, Additional email attachments, etc.) for those users who are granted access only to specific legal entities are removed.
    – Print management setup: Destination “<Default>” is replaced with “Printer:”, although the Print destination settings form is closed via the Cancel button.
    – eInvoice attachment: If an SSRS report design is generated in the output format different than PDF and printed to a Docentric print destination, an empty eInvoice document is saved to Journal Attachments.
    – eInvoice attachment: For the Generate DS print destination, eInvoice is attached to Journal (and it shouldn’t be).
    – When emailing reports using ‘Open email before sending’, Bcc recipients weren’t added to the downloaded email message. The same applies when downloading email messages from (Batch) Email sending status, Print archive or Docentric Viewer (Preview before print).
    – Email token redirection: The redirection didn’t occur when posting and printing is done without using Print management.
    – The Print destination settings form: When Print archive is selected as the target print destination, ‘Print archive note’ was not enabled if ‘Save in print archive?’ was turned off.
    – Fixed bug related to setting report content via the DocPrintedReport class, which could cause an error when using Docentric delegates, e.g. for merging documents.

    Docentric Viewer:
    – Export to Excel from Docentric Viewer did not work for SSRS pre-processed reports with TempDB tables.

    User-defined labels:
    – Adding of a user-defined label with no translations to a report as a Custom label was not possible in Docentric report setup.
    – Label details form didn’t get refreshed when a new translation was inserted.
    – The Docentric User-defined Labels Combined data entity is improved to contain better named fields (e.g. Decription2 is renamed to Label Description).

    Batch email sending status > Update messages:
    – The form was opening for infinitive time when there was no email messages in the status Unsent, Waiting or Failed in the list of selected messages. The user needed to refresh the page to end the process.

  • Version 3.3.7 Change Log
    Release date: 2020-01-21

    NEW FEATURES

    User-defined labels:
    – Docentric labels, which can be added and translated to multiple languages by end-users at runtime, are introduced. Learn more >>
    – Can be used with Docentric templates but also, in the one of the next releases, in report print settings such as the email subject and body.
    – Data entities for import/export of Docentric labels are provided.

    Emailing:
    – Added support for updating various fields such as Recipients, Sender and Subject for the selected messages in bulk on the Email sending status form.
    – Added support for eInvoice attachments. So far, if this option (which can be found on a customer card) was turned on, the SSRS report design was used to generate an invoice or a statement as a PDF attachment of the corresponding journal record. From this version on, which report design will be used (Docentric or SSRS) for eInvoice attachments will depend on the report print settings.

    Saving reports to SharePoint:
    – Creation of all non-existing folders in the specified folder path is enabled, when saving reports to SharePoint using Docentric File print destination. SharePoint folder path is specified by end-users on the Print destination settings form and can contain placeholders.

    Print Management Data Entity:
    – Added support to the existing entity (Docentric Print Management Settings) for importing Print management settings which are not the direct result of the exported settings. This means that you can update Print management settings in bulk. Learn more >>
    – Typical scenarios: Export Print management settings for selected customers/document types/legal entity to XML/Excel/CSV, change the target print destination and report format, email recipients, subjects or bodies, and then import the changed settings back for the same or different customers/document types/legal entity.
    – Added additional data entity (Docentric Print Management Footer Text) for export/import of Footer text in Print Management setup, which is directly linked to Print management settings.

    FIXES

    General:
    – Fixed report validation bug: a report appeared to be invalid if Custom labels were used.

    File print destination:
    – Fixed bug when a file is saved to Attachments using Document type pointing to a SharePoint folder.
    – Fixed bug when a file is saved to SharePoint with the ‘Overwrite if exists’ option turned on.

    Report parameters:
    – Fixed error when saving report parameters of complex data types (such as List or Containers) to Print archive. Such parameters are skipped.
    – Fixed error when using report parameters of complex data types (such as List or Containers) as standard placeholders in print settings. Such parameters are skipped.

    Docentric Designer and Generator:
    – Fixed bugs related to Subdocuments, Floating tables and Textboxes.

  • Version 3.3.6 Change Log
    Release date: 2019-11-03

    NEW FEATURES

    General:
    – Company language is added to the GeneralData data section in DDSP.

    Emailing:
    – You can now set up Additional email attachments to be selected based on their Document type.
    – The certain fields such as Recipient, Sender, Subject, etc. on the Email sending status form can now be edited. This is useful when outgoing emails fail to be sent due to incorrect recipients.

    System:
    – If more than one file is generated when printing a report to the File print destination, a ZIP package containing unique filenames is created and downloaded in the browser.
    – New inversed Docentric AX workspace icon needed for PU29+ is introduced.

    Docentric Designer and Generator:
    – Added support for externally linked images in report templates.

    FIXES

    General:
    – Placeholders used in print settings and containing dates and amounts are now formatted using the report runtime language and not the current user language, which can differ for some reports (e.g. Customer invoice).
    – Added support (which was missing) for Import/Export of Archive settings in Docentric report setup.
    – Fixed the incorrect printing (corrupted margins) from Docentric Viewer when the used browser is Internet Explorer.
    – Fixed bug for retrieving templates stored on SharePoint servers, which have sites hierarchically organized.
    – Emailing reports and Print archive: Fixed bug when retrieving Additional email attachments and reports from Print archive when they are based on a Document type bound to a SharePoint folder.

    Docentric Designer and Generator:
    – Fixed minor bugs for Live Preview.
    – Timeout for printing documents (i.e. rendering to EMF format) is extended.

  • Version 3.3.5 Change Log
    Release date: 2019-08-19

    NEW FEATURES

    General:
    – Printing out SSRS report AOT name: Each user can now set up in User options to print out the AOT name of the executing SSRS reports. Useful when you need to discover exactly which SSRS report design to add to Docentric report setup.
    – Removing Docentric Full Edition license (e.g. a trial license) is enabled in Docentric AX parameters.
    – SharePoint Report User is introduced in Docentric AX parameters to separate permissions for accessing to Docentric templates and for saving reports to SharePoint. SharePoint Reader/Writer are transformed into SharePoint Template Reader/Writer. The upgrade script will copy the value from the old SharePoint Writer field to the newly introduced SharePoint Report User field.

    Print archive:
    – For emailed reports, you can now download the sent email messages from Print archive and open them in MS Outlook.
    – You can also download multiple reports from Print archive at once: as PDF and non-PDF files or as a merged single PDF file.
    – You can set up whether to archive report output files in formats different than PDF, additional email attachments and report parameters.
    – Search by report parameters including ranges from dynamic queries is enabled.
    – Added Free text invoice (CustInvoiceTable) as a source table for the Free text invoice report.

    Emailing:
    – Added support for Exchange On-Premise in SMTP settings in Email parameters: If not set on the Print destination settings form when emailing a report, User name from SMTP settings in Email parameters is used as the From field on the outgoing email message. In case that these settings contain account (e.g. COMPANY\username) instead of an email address, which is used for authentication on Exchange On-Premise, up to this version an error occurred. From this version on the current user email will be used as From for such cases.
    – Added filter per Status of outgoing emails on the Email sending status form. This grid column is bound to a display method so filtering in the grid is not possible.

    File print destination > Save to Attachments:
    – You can now set up Restriction (Internal/External). So far, reports were always attached by Docentric as Internal documents.
    – You can also set up what action should be taken if an Attachment with the same Name and Filename already exists.

    Additional Email Attachments:
    – Introducing new fields ‘Active from’ and ‘Active to’ that are used in the filter when selecting additional email attachments. Only those attachments, which are currently active, will be attached to the outgoing emails.
    – The DocuAttachments form (used, e.g. for Free text invoices or ER archived jobs for Attachments) is extended in order to show Docentric settings in the same way as DocuView (i.e. the regular form for Attachments).

    System:
    – Generating SSRS reports in order to be used with Docentric print destinations is now invoked in more reliable manner.
    – Introducing tracing mechanism for printing reports using DRA.

    Docentric Designer and Generator:
    – Added support for the Switch Row/Columns functionality for chart captions.
    – Added support for AUTONUM fields.
    – Added a completely new EMF library for printing to printers in more reliable and efficient way.
    – Improved Preview: When running ‘Preview’ in Docentric Designer, templates were automatically saved; this limitation is now removed.
    – Live Preview is introduced in Docentric Designer, a new pane in MS Word where you can observe the resulting document side-by-side to the designing template.
    – Exposed API for merging PDF documents.

    FIXES

    General:
    – Print destination settings form becomes corrupted in on-premises environments if the new SSRS PDF viewer is activated.

    Emailing:
    – Email body editor on the Print destination settings form did not work properly in on-premises environments – the Fields combobox with placeholders was not shown.
    – Email sender display name was not considered if Additional email accounts are used when emailing reports or email notifications based on Email templates.

    Additional email attachments:
    – The Attachments (DocuView) form: When navigate to the related Document type, Category or Language (Docentric settings) and return back to the Attachments form, the link to the underlying record is lost.
    – Email token redirection: An error occurs when the redirected print destination is Email without any Additional attachment rule set.

    System:
    – Logging of clean installation events was causing infinite loop in some cases/environments.
    – All pre- and post- event handlers are renamed by adding the _DC suffix in order to avoid potential conflicts with other customizations.

    Docentric Designer and Generator:
    – Fixed problem with invasive error messages in Docentric Designer.
    – Fixed issues with scaling that might occur occasionally when printing reports to printers using Docentric.

  • Version 3.3.4 Change Log
    Release date: 2019-05-10

    NEW FEATURES

    Docentric report setup:
    – You can now view placeholders that can be used in print settings when printing reports.
    – When downloading template files from Docentric report setup, you can now select which ones to download (e.g. only Custom templates).
    – You can now automatically insert the related Print management reports (e.g. YOURSalesInvoice.Report) with the right settings (e.g. DocSalesInvoiceReportDSP set as the report DSP class) based on Docentric SSRS Replicas. This feature is useful especially when using Free Edition with your customized SSRS report designs.

    Print archive:
    – Document types for saving reports to Print archive can now be set in Docentric AX parameters (per company) and in Docentric report setup (per report per company).
    – You can now write Print archive note on the Print destination settings form (e.g. in Print management setup) and search later archived reports by entered values.

    Reporting and Emailing:
    – Setting up additional email attachments on the Print destination settings form is introduced (as part of Full Edition). Learn more >>
    – Global attachments and Attachment categories are introduced. They can be used when emailing reports with additional email attachments.
    – You can now view all available placeholders for a report from the Print destination settings form on click.
    – Display name for each of Additional email sender accounts is introduced in Docentric AX parameters. If set, they are used when emailing reports or emails based on Email templates.
    – File print destination: You can now select to which record (e.g. Sales/Purchase order or Vendor/Customer) to attach the printed report, if the ‘Save to Attachments’ option is turned on.
    – Added support for Read and Delivery Receipts when emailing reports.
    – Email print destination: The new ‘Open email before sending’ option on the Print destination settings form enable you to edit created emails in MS Outlook and send them manually.
    – Added target print destination into the Misc node of the GeneralData data section of DDSP.
    – Docentric Viewer has a new option: ‘Download in Excel’. This option works only for SSRS report designs.

    Email templates:
    – Send test email: Added support for placeholders used in the email subject.

    Docentric designer and generator:
    – The new Var tagging element for declaring variables for storing data from the current data context. Variables can be used to print out stored data in document headers/footers or for running totals. Learn more >>
    – The new xpath function var-element-value(‘VariableName’) for retrieving values of the specified variable.
    – The new Context tagging element for storing a data context. This way binding of other tagging elements is made easier and more readable.
    – Rendering page borders is now supported.
    – Improved support for CJK characters.

    FIXES

    Email sending status:
    – Moving logic for setting the CompanyID_DC field for Organization email templates and the Origin field for System email templates from the Docentric AX Emails model to the Docentric AX model.

    Docentric AX parameters:
    – The Additional email sender accounts table is transformed to the company-neutral table. Upgrade log is introduced and Administrator is notified about results of the upgrade.

    Print archive:
    – When a record from Print archive is deleted, the corresponding report file saved in Attachments of the PrintJobHeader table is deleted too. However, when a report is emailed with additional attachments, or a report is printed in an output format different than PDF, all these files get saved in Attachments of the DocPrintJobHeader table, which represents an extension of PrintJobHeader. Those attachments (the corresponding DocuRef and DocuValue records) were not being deleted so far, but from this version on this is fixed and they will begin to be deleted as well.

    Reporting and Emailing:
    – Email message priority for the values ‘High’ and ‘Low’, which you can set up in Docentric report setup, didn’t work properly.
    – Placeholders in the SharePoint related settings when printing reports to Docentric File print destination, with the ‘Save to SharePoint’ option turned on, were not supported; now they are.

    FIXES for 3.3.4.1

    Additional email attachments:
    – The Attachments (DocuView) form: When navigate to the related Document type, Category or Language (Docentric settings) and return back to the Attachments form, the link to the underlying record is lost.

    System:
    – Logging of clean installation events was causing infinite loop in some cases/environments.

    FIXES for 3.3.4.2

    Additional email attachments:
    – Email token redirection: An error occurs when the redirected print destination is Email without any Additional attachment rule set.

    System:
    – All pre- and post- event handlers are renamed by adding the _DC suffix in order to avoid potential conflicts with other customizations.

  • Version 3.3.3 Change Log
    Release date: 2019-01-29

    NEW FEATURES

    Docentric AX parameters:
    – Sending test emails is introduced for multiple email sender accounts on the Docentric AX parameters form.

    Print archive:
    – Improved filtering on the Print archive form.
    – Print archive can now be open from the Customers/Vendors forms showing reports that are printed and archived for the current account. Learn more >>
    – Default Document type (‘File’) used for saving reports to Print archive can now be dynamically changed via X++ in a DSP class.

    Docentric report setup:
    – Loading only new reports and system templates is enabled.
    – You can now open the corresponding Print Management setup (e.g. Accounts receivable) for a particulare report (e.g. Customer invoice), if applicable.
    – The ‘For preview use Docentric design/viewer’ options in Preview settings are not automatically turned on when inserting or loading (a) Non Print Management reports and (b) multi-document output Print Management reports (such as Customer account statement and Payment advice).

    Reporting:
    – ‘Preview before print’: You can now preview reports before printing them to Email, Printer, File or Print archive.
    – ‘Print as PDF’: Document routing to Adobe Acrobat Reader or local file system is enabled and can be selected as a special printing mode on the Print destination settings form.
    – You can now configure and turn on/off the Document routing history clean-up job when printing reports.
    – Email token redirection: Error messaging for unresolved Email tokens is improved and new conditions (e.g. ‘Primary contact token not resolved’) for print destination redirection are added. Learn more >>

    Email processing:
    – Sending log for Email distributor batch is introduced. You can now see the log messages for all outgoing emails in Email sending status, including those that failed.

    Email templates:
    – Added support for dynamic images and multiple dynamic tables for System email templates.
    – Added support for ‘Send test email’ for System email templates.
    – When saving emails to Email sending status, the Company field for Organization- and the Description field for System- Email templates are provided.

    FIXES

    Print archive:
    – Cascade deletion for Docentric Print archive didn’t work – this is fixed. Additionally, each time when the Print archive form is open, all undeleted records from Docentric Print Archive (if any) will be cleaned up.
    – Additional email attachments (if exist) were always saved in the database. Now they are saved using the document type for archiving.

    Document routing agent:
    – Saving printing reports to Azure blob storage was done using old APIs. From the 7.3 version on, saving is done using new APIs.
    – Document routing cleaning job has not be scheduled to run in batch each time when report is printed using Docentric Printer print destination.

    Email templates:
    – The SysEmailTable::htmlEncodeParameters(Map _params) extension method throws an error, if the input parameter is null, which can happen if Docentric HTML editor is not used for a particular Email template.
    – When the email body contains the standard Worker image placeholder and the current worker image does not exist in the database, sending such an email failed.

    Other:
    – The Print destination settings form: The Select temlate combobox contained multiple @DOCENTRIC_DEFAULT_TEMPLATE@ tokens if the information about report is not provided.
    – Deep links generation (which can be used in reports) didn’t work properly in on-premises environments: Helper method DocGlobalHelper::generateRecordUrl() is fixed.

  • Version 3.3.2 Change Log
    Release date: 2018-11-04

    NEW FEATURES

    Report emailing:
    – Email priority, Reply-to and Bounce-to email addresses are now supported.
    – Saving outgoing emails with attached reports in ‘System administration -> Periodic tasks -> Email processing -> Email sending status’ is enabled.
    – Redirection to an alternative print destination (e.g. Printer) is enabled, if an email token is not resolved (e.g. Primary contact email token @@).

    Emailing:
    – Multiple outgoing mail servers and From email accounts can now be used when emailing reports and email templates.
    – From the ‘Email sending status’ form you can now download the email message as EML file, or view the message including the list of downloadable attachments.
    – Improved ‘Email distributor batch’: supporting multiple From email accounts set in Docentric AX parameters, not only the default one set in Email parameters. Also, enabling use of additional fields of email messages such as Cc, Bcc, Reply-to and Bounce-to when emailing reports.

    Email templates:
    – Correction of unfortunate behavior in SysEmailMessage::stringExpand() method, which replaces each occurrence of ‘\n’ with ‘<br>’.
    – Introducing new delegates for better templating capabilities for WF/Alert emails, e.g. placeholders for fields of a WF/Alert entity or attaching documents to sending emails.

    Document generator:
    – Added Visual Format Override property ‘Font Size’. This feature allows setting font size dynamically.
    – Added support for UTF-32 extended characters that are defined in higher Unicode planes. This feature enables use of emoji characters that are defined by different fonts (e.g. Segoi UI Emoji).
    – Added support for the MS Word table row property ‘Allow row to break across pages’.
    – XPath function ‘current()’ has been extended with an optional parameter that allows to specify ancestry level in order to get the data context of any parent container element.
    – Custom tab stops are improved.

    FIXES

    – Document generator: Fixed bug in CSS parser – applicable when using HTML subdocuments.
    – Email templates: HTML placeholders didn’t work when emailing is performed using built-in Email provider or Email processing.
    – Docentric report setup: When filtering reports child forms didn’t work properly.
    – Default printer: Default printer (globally set) is now set per company instead of the single selection for all companies.

  • Version 3.3.1 Change Log
    Release date: 2018-09-13

    NEW FEATURES

    – Document generator: Added support for the ‘Alow row to break accross pages’ feature.
    – Document generator: Performance optimization.
    – New APIs: Concatenation of multiple Word documents into single document; converting a Word document into PDF.
    – Data Entities: Created data entities for import/export of Email templates and Print management setup.
    – Selecting templates: If more Docentric templates (aka designs) are used, the Select template combobox on the Print destination settings form has now more intuitive layout. Learn more >>
    – Selecting templates: You can now set up which templates to show in the combobox by using the ‘Select template mode’ option in Docentric AX parameters. Learn more >>
    – Email print destination and Email templates: Worker image is added as a standard image placeholder.
    – Email templates: A new functionality ‘Send test email’ is added to the Email templates form.
    – Print archive: Adding new delegates (beforeSaveToPrintArchive and afterSaveToPrintArchive) which enable alternative archiving (e.g. saving to DMS) and/or skipping saving to the built-in Print archive. Learn more >>
    – Query based reports: New options for including display methods in a report DDSP are introduced in Docentric report setup. Learn more >>
    – Improved experience with the ‘Use only Docentric print destinations’ option, including previewing of all reports in Docentric Viewer automatically, i.e. without adding them in Docentric report setup.
    – Report pipeline: New delegates for successful and failed report execution are introduced, providing all context information including the generated report itself.

    FIXES

    – Fixed bug: Warning about saving a proforma report (e.g. Customer invoice) to Print archive is shown also in case it is not selected.
    – Fixed bug: Validation of email addresses has not been working properly.

  • Version 3.3.0 Change Log
    Release date: 2018-08-02

    NEW FEATURES

    – Print archive: The built-in Print archive is extended to show more information including the target print destination and its settings, e.g. Output filename and Email body. Learn more >>
    – Placeholders are now supported in report captions out-of-the-box. This affects Description in Print archive, output filename of the downloadable file from Report viewer, etc.
    – Added support in Docentric parameters to set up the number of simultaneously open reports in Report viewer for reports with multi-document output such as Customer account statement and Payment advice.
    – Email print destination: Default ‘From’ email address is set based on the currently used email provider (SMTP/Exchange).
    – Email templates: Added support for multiple dynamic tables in the email body.
    – Email templates: Added support for HTML placeholders.

    FIXES

    – Fixed bug: CTRL+A didn’t work in the Source mode of Email Editor.
    – Fixed bug: Email Editor didn’t allow some HTML attributes and blank HTML elements.
    – Fixed bug: Email Editor now formats resulting HTML with the CR+LF characters instead of bare LF character for New Lines.
    – Fixed bug: Placeholder values were HTML encoded for all print destination settings (e.g. Output filename, Email subject) instead for Email body only.

  • Version 3.2.9 Change Log
    Release date: 2018-07-03

    NEW FEATURES

    – Default printer: Added ability for users to set their default printers.
    – Standard image placeholder ‘Company logo’ added to the Email report print destination and Email templates.
    – Added support for custom image placeholders in the Email report print destination and Email templates.
    – Document generator: Added support for dynamic columns with the Fit-to-page-width functionality and the abs() xpath function.

    FIXES

    – Fixed bug: When a report is generated as a single blank page, a report generator engine throws an error.
    – Fixed bug: When an email template is sent using the built-in SysEmailTable::sendMail() method, and the ‘Use Docentric email editor’ is turned off, an error occurrs.
    – Fixed bug: If report execution in batch fails, the error is not rethrown. Also, error handling and diagnostics are improved in general.
    – Fixed bug: If a report is printed as proforma and the DDSP is generated at the same time (the ‘Generate DDSP when report runs’ option is turned on), the data from journal and journal lines are not available in the custom Docentric DSP class.
    – Fixed bug: When a generated report opened in Docentric viewer is being downloaded as PDF, the report caption is not used as its filename but ‘document.pdf’.

  • Version 3.2.8 Change Log
    Release date: 2018-06-10

    NEW FEATURES

    – Adding support for printing reports to default printer which can be set up per users and user groups.

    FIXES

    – Fixed bug for populating the Select template combo box on the Print destination settings form when the target report is not known but only Print Management Document Type.
    – Fixed potential security issues when working with Docentric DSP classes.

  • Version 3.2.7 Change Log
    Release date: 2018-05-29

    NEW FEATURES

    – Adding support for deep links in WF email notifications (model: Docentric AX Emails).
    – Adding new delegates for changing the archive filename and description when saving a report to Print Archive.

    FIXES

    – Fixed bug for generating deep links when rendering reports in batch.
    – Fixed bug for removing a child data record from its parent data record (the DocXmlRecord object).
    – Fixed bug for populating the Select template combo box on the Print destination settings form when the target report can be dynamically changed, e.g. for the PSAProjInvoice and PSAManageInvoice reports.
    – Fixed security issue when adding Bank account info to the GeneralData data section.

  • Version 3.2.6 Change Log
    Release date: 2018-04-15

    NEW FEATURES

    – Bulk updates also enabled for the ‘Use only print destinations’ option in Docentric report setup (important when using Docentric replicas with Free Edition).
    – Minor changes related to the new 8.0 application version.

    FIXES

    – Fixed bug for Docentric Report Viewer: large documents cannot be open with Docentric Viewer; this throws an error but also crashes the AOS service in on-premises environments.

  • Version 3.2.5 Change Log
    Release date: 2018-04-04

    NEW FEATURES

    – Enabling use of custom fonts that are not installed on AOS for printing reports.

    FIXES

    – Fixed bug for hyperlink tagging elements in Docentric templates.
    – Fixed bug for printing reports with the Landscape orientation.

  • Version 3.2.4 Change Log
    Release date: 2018-03-07

    NEW FEATURES

    /

    FIXES

    – HTML editor used in Email print destination and Email Templates didn’t work properly in the ‘Source’ mode (the Enter and Esc keys).
    – Logging methods of the SSRSReportRuntimeEventSource class used when printing the built-in SSRS reports are removed.

  • Version 3.2.3 Change Log
    Release date: 2018-03-03

    NEW FEATURES

    – When generating PDF documents, the last document page is removed if empty.
    – New standard placeholders are added: @CURRENTDAY@, @CURRENTMONTH@ and @CURRENTYEAR@.

    FIXES

    – Email sender display name set in Docentric parameters or Docentric report setup is not taken into account when emailing reports generated using SSRS built-in designs.
    – Caching of the Docentric’s license in on-premises environments didn’t work properly.
    – HTML editor used in Email print destination and Email Templates didn’t work properly in on-premises environments.
    – Fixed bug related to the ‘Repeating Table Rows’ Word’s feature used in Docentric templates. The bug was fixed in Docentric engine for rendering documents.
    – Fixed bug related to the ‘Floating tables’ Word’s feature used in Docentric templates. The bug was fixed in Docentric engine for rendering documents.
    – Fixed bug for redirecting Screen to Print Archive in batch for Print Management reports.

  • Version 3.2.2 Change Log
    Release date: 2018-01-15

    NEW FEATURES

    – New field Report caption on Docentric report setup: If set, this field is used as the report caption and the title of the output document instead of the report menu item label. Otherwise, if the report is not called through a menu item, the SSRS report design name is used.
    – Printing buitl-in SSRS report designs using Docentric Printer print destination is now supported.
    – Installation ID, an unique ID created per environment during installation, is added to the Docentric AX parameters form, in order to to facilitate diagnostics.
    – A new version of Docentric engine for rendering documents is introduced enabling better PDF Document Properties (e.g. Author, Creator, Title), embedded fonts, and improving performance.

    FIXES

    – Fixed bug: Printer name instead of Printer path is used for sending reports to a network printer in on-premises environments.
    – Fixed bugs related to Diagnostices utilities in on-premises environments.
    – Fixed bug ‘Object reference not set to an instance of an object’ on the ‘Add new report’ dropdown form in Docentric report setup.
    – Fixed bug for Improved Email Templates: When Docentric HTML Editor is not used for editing of an email template but the built-in form, after the OK button is clicked, the email body is erased.

  • Version 3.2.1 Change Log
    Release date: 2017-12-10

    NEW FEATURES

    – Docentric Parameters now contains additional setup fields for storing the default destination folder on File system and blob storage container on Azure that are used when executing reports to the File print destination.

    FIXES

    – Fixed bugs related to Report viewer and Downloading files in browser functionality in on-premises environments.

  • Version 3.2.0 Change Log
    Release date: 2017-11-25

    NEW FEATURES

    – Support for on-premises version:
       -> Report Viewer
       -> Printing reports to a selected shared folder on file system using Docentric File print destination
       -> Storing templates on file system
    – For application version 7.3: If multiple reports are printed to the File print destination at once (e.g. Customer Account Statement), instead of sending them to browser (i.e. user) one by one, they are sent as a single zip package.

    FIXES

    /

  • Version 3.1.2 Change Log
    Release date: 2017-10-20

    NEW FEATURES

    – Data security is introduced in the form of the Legal Entity constraint and Custom constraints that can be implemented in X++.

    FIXES

    – Fixed bug for Docentric File print destination: Validation didn’t skip placeholders in the Azure blob storage settings.

  • Version 3.1.1 Change Log
    Release date: 2017-09-07

    NEW FEATURES

    – New functionality for Docentric Viewer are added: Export to Word, Text Selection and Find tool.
    – New security roles such as Docentric Power User and Docentric Template Editor are added.

    FIXES

    – Fixed bug for Docentric Viewer: Printing from Docentric Viewer didn’t work properly for IE and Edge.
    – Report execution pipeline delegates have been re-implemented to make them more robust.

  • Version 3.1.0 Change Log
    Release date: 2017-07-23

    NEW FEATURES

    – Improving the Email Templates funcionality:
    D365 -> Organization administration -> Setup -> Email templates, and
    D365 -> System administration -> Setup -> Email -> Email messages
    Docentric Email editor is offered as an option for editing email body templates with custom placeholders as well as the functionality for handling these placeholders, generating email bodies and sending emails, supporting also dynamic subjects and multiple email attachments.
    – Enabling new delegates for report execution pipeline and better error handling for Docentric’s delegates in general.
    – Support for a proforma scenario for project invoice reports.
    – Improvement of Data Automation framework: Added support for Array EDT types.

    FIXES

    – Fixed bug for the Purchase order report proforma scenario.
    – Fixed the reported document generation issues such as misinterpretation of document bookmarks.

  • Version 3.0.5 Change Log
    Release date: 2017-05-30

    NEW FEATURES

    – Improving the DocPlaceholderManager class, which manages the placeholders in print destinations.

    FIXES

    – Fixed bug for filling combo-box for selecting a template on the Print destination settings form: Disabled templates have been included.
    – Fixed bug for getting VAT Number and Enterprise Code for the current company in the GeneralData data section when generating a report DDSP file.

  • Version 3.0.4 Change Log
    Release date: 2017-04-27

    NEW FEATURES

    /

    FIXES

    – Fixed bug for pre-processed TempDB reports: Selecting from the corresponding TempDB table hasn’t been properly done – the CreatedTransactionId field hasn’t been considered.
    – Bug related to the Purchase Order report, for proforma case: The corresponding custom DSP class (DocPurchPurchaseOrderReportDSP) cannot access the PurchTableVersion and PurchTableHistory tables when Purchase order is printed as a proforma.

  • Version 3.0.3 Change Log
    Release date: 2017-04-01

    NEW FEATURES

    /

    FIXES

    – Bug when printing a built-in SSRS report design for Customer Account Statement or Collection Letter Note to Docentric Screen for multiple customers: The report for the first customer has been properly printed, and for the other customers reports have failed to be redirected to Docentric File print destination, i.e. to be printed as PDF file.
    – Bug related to proforma reports (including Customer Invoice and Free Text Invoice): When using custom DSP classes to fetch additional data related to the journal header or line records, journal data has been already removed and could not be used in proforma scenario.
    – Fixing the misleading message: ‘In order to run a SSRS report as Docentric report first register the report with Docentric report setup’.

  • Version 3.0.2 Change Log
    Release date: 2017-03-08

    NEW FEATURES

    /

    FIXES

    – Bug in Docentric report setup for Custom or Customized system templates: A template cannot be deleted without deletion of the corresponding template file stored on Azure.
    – Bug when emailing reports via Exchange: Error message has not been properly displayed.
    – Cosmetic refactoring to comply with AppSource code requirements.
    – Refactoring of the certain Docentric AX extension artifacts to comply with the X++ compiler updated with Platform 9.

  • Version 3.0.1 Change Log
    Release date: 2017-02-12

    NEW FEATURES

    – Added additional option for the report viewer – now you can choose between Docentric PDF viewer and Browser PDF viewer. You can set up report viewer settings on the Organization administration -> Docentric AX -> Docentric AX parameters form.
    – Added support for the report viewer running in on premise environments.

    FIXES

    – Bug occurred on the Print destination settings form: Template selection on the Print destination settings form does not work properly, when an SSRS report (e.g. SalesInvoice) has multiple designs (e.g. SalesInvoice.Report and SalesInvoice.ReportXYZ), and the Print destination settings form is not open from the Form setup form (i.e. Print Management Setup).

  • Version 3.0.0 Change Log
    Release date: 2016-12-23

    NEW FEATURES

    (1) Improved print destinations:
    – Screen: Much better report viewer.
    – Email: Placeholders, Additional attachments, HTML body.
    – File: Placeholders, Saving to Azure, SharePoint or Attachments, Run in batch.
    – Template selection is enabled on the Print Destination Settings form.

    (2) Improved report setup:
    – More configurable options in regard to print destination settings, e.g. using Docentric preview per report per company.
    – More configurable options in regard to which data to include in report data source, e.g. Document branding.
    – Report templates can be stored in AOT Resources, SharePoint or Azure blob storage.

    FIXES

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