Feature: Admin Toolbox, the turbo for massive document management 🧰 🧰 🧰 🧰 🧰

March 2, 2023

 5/5

What if you could select a set of documents that meet certain criteria to massively execute on-demand automation tasks on them? 🏍️ Finally, the feature that sys administrators have been waiting for has arrived.

Introducing the new Admin Toolbox, a toolbox you won’t stop using. From here, you will be able to create, configure and execute sets of automation tasks on your documents. 🚀🚀🚀

Check the documentation of this feature from here.

Features

New op_convert_excel_to_pdf automation task to convert Excel to PDF. PR-570 +Info
It is now possible to set user-level visibility and column order preferences in the new documents tab. PR-794 +Info
🔥🔥🔥🔥 Quickly locate the field you need to fill in a document with this super filter. PR-1077 +Info

Updates

Added to the import between instances feature, the import of table-type field configurations. PR-815 +Info
⚠️ ⚠️ From now on, the new fields created do not offer by default compatibility with custom JS code ⚠️ ⚠️. It is always recommended to use the field’s automation feature. PR-816 +Info
Now from the fields tab, it is possible to know if a field has any automatism active. In the list of fields, the field will be shown with the icon 🤖. PR-818
Now it is possible to activate a user for integrations, obtaining his ID and Secret from the list of users. PR-820 +Info
Now the ZIP file resulting from downloading a folder from the navigation is generated with the name of the folder and not with its UUID. PR-928
From this release onwards, advanced users will be able to configure output formats in Excel to download queue data. +Info
The option “Do nothing” has been added to the field automatisms. This option makes their configuration more understandable. PR-880 +Info
⚠️ ⚠️ IMPORTANT! ⚠️ ⚠️ In the new documents tab, only those columns marked as “Available for searching” are shown as available columns. This change in the product will prevent the display of fields such as buttons or other fields with internal process information. +Info PR-1068 PR-1074
Import and export custom template labels between instances. PR-864 +Info
Now you can consult the Payload of the requests to Viafirma Documents. This information will be useful when you communicate incidents to Viafirma’s team. PR-836 +Info
Now, the list of templates of a form shows the date of the last modification of the templates and who made it. PR-992 +Info

Bugfix

The extraction template header is adjusted. The “Go back to” option is added to return to the list of extraction templates. PR-900
In the classification tab of an extraction template, an inapplicable tip was displayed. Removed. PR-899
Cleaning 🧹🧹🧹🧹 and optimization of application image resources. PR-889
Task names are now friendlier. PR-885PR-885
🐞🐞 Fixed bug that prevented the execution of operations from number fields. PR-865
Fixed circular import problem. PR-857
Added JQuery 3.6.1, JQuery UI 1.13.2, and Javascript Cookie 3.0.1 libraries to fix some vulnerabilities.

Smart Digital Content Platform

Lorena Ramos

Feature: Admin Toolbox, the turbo for massive document management 🧰 🧰 🧰 🧰 🧰

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