HowNow Server Release Notes

October 2024

HowNow 5.2.1.439

Improvements & Enhancements

Client Portal operations now authenticate via Business Fitness Identity in the browser | BF-3909
File Helper Service now utilises Business Fitness Identity for authentication | BF-3906

Resolutions

Resolved instances where file transfer speed could be decreased | BF-4554

February 2024

HowNow 5.2.1.435

Improvements & Enhancements

Improved startup time | BF-3761
Improved speed of opening contact details | BF-3716
Improved reliability of performing actions on multiple records | BF-3567

Resolutions

Resolved rare display issue on record profile wizard | BF-2967
Fixed text not being selectable in contact details | BF-3718

October 2023

HowNow 5.2.1.433

Improvements & Enhancements

Improved feedback when deleting teams | BF-887
Improved formatting of error and warning messages | BF-1498
Improved readability of right-click menus | BF-3415

Resolutions

Default apps, such as PDF readers, are now respected | BF-211
Resolved various issues with reports | BF-1698
Fixed various interactions with record notes | BF-3295
Fixed release notes link in software update | BF-3432
Fixed default area used for filing knowledge documents | BF-3455
Fix for record profiling when user doesn't have access to the record's status | BF-3563

July 2023

HowNow 5.2.1.424

Improvements & Enhancements

Improved consistency of status selectors | BF-1674, BF-1729
Improved logic of default roles on created records | BF-2951

Resolutions

"Open at Tab" setting is now respected correctly | BF-1682
Resolved a validation issue when duplicating admin records | BF-1730
Fixed employee records receiving incorrect record grid details | BF-1864
Fix for SmartLink keyboard shortcuts | BF-2952
Resolved issue with unfinalise record permission | BF-2966

June 2022

HowNow 5.2.1.419

Improvements & Enhancements

Refreshed the Knowledge Item Create Form | DM-334
Refreshed the Record Profile Form | DM-68
New column added to Record Profile to show the source of the File | DM-351
Selected grid items will now maintain their correct colouring for items in different columns | BF-180
Improvements to contact repair reporting | BF-667

Resolutions

When creating tasks errors no longer occur | DM-228
Adding email domains is now working correctly | DM-272
Resolved UI glitches in the Contact Select form | DM-315
Grid will now update again after adding a Record | DM-242
Resolved an issue where Employee Settings could not be saved | DM-391
Resolved an issue when disconnecting a client from the Portal | BF-197
Fixed issue when creating a record from knowledge item and searching for jobs | BF-545
Record location is now being held if a locked location is selected on a knowledge item | BF-202
Fixed issue with merge documents freezing when using MailScan | BF-422
Grid exports should now correctly export dates in a valid datetime format for excel | BF-183
Knowledge items will now delete from back end when removed from the recycle bin | BF-184
Changes to the contact field name correctly save in MailScan | BF-176
Resolved an issue where the HowNow.exe wasn't closing correctly | BF-175
Fixed issue where HowNowAlternatePosition bookmark was pulling incorrect information | BF-757
MailScan should now select active clients over inactive clients | BF-767
Recall filter tooltip has been restored | BF-782
NOT search criteria should now work on all search fields | BF-790
Record status colours can now be changed and saved | BF-797
Resolved visual error with showing user privileges on employees screen | BF-195
Resolved visual error showing recent location on profiling window | BF-321
Location now correctly selected when selecting a job in both the merge and auto-file form | BF-851
Watch folder path is now saving correctly | BF-890
Resolved issue where default filing location was not applying | BF-925
Fixed issues with HNDR when changing name, title or location | BF-1168

July 2021

HowNow 5.2.1.368

Improvements & Enhancements

Improvements to Licensing | BF-154
Important Security Release

Resolutions

Firms not connected to Portal will no longer be prompted for a Portal login | DM-289
Resolved an issue where Records created using the Batch function were taking on the previous records Client name, and error is thrown when exporting to the Portal when the Client information is inconsistent | DM-317, DM-342
Default Mailscan location is now saving again | DM-277

May 2021

HowNow 5.2.0.359 Beta

Improvements & Enhancements

Contact Data Refresh log file and performance Updates | HH-3966
Major speed improvement to Contact Data Refresh. Each connection now sorts a hash of client data to ensure we only update clients where the hash changes | HH-3488
Paging has been added to the Linked Record grid | HH-3889

Resolutions

When using a task template in a job the scheduled date should now be correct | HH-3725
Merge documents should now open automatically when Auto-filing is not selected in the profile | HH-3912
Guest user privileges and functionality are now working again as designed | HH-3928
Duplicating an HNDR will now duplicate all files | HH-3924
Contact Repair is now fixing the metadata again | HH-3589
Resolved an issue where Add-ins weren't loading | HH-3954
Changes to Accepted File types will no longer be overridden | HH-3970
Documents open when Automatically File is not ticked | HH-3942
DataRecords are now being added to the correct filepath again | HH-3986

April 2021

HowNow 5.2.0.338 Beta

Improvements & Enhancements

Updates to TLS across the applications | HH-3852
Contact Data Refresh now removes 'Commit;' from the custom script | HH-3840
Echo Profile functionality limited to 100 files only | HH-3861

Resolutions

Embedded File Paths should now work correctly | HH-3831
Resolved issues arising during update from versions 5.0.x.x to 5.2.x.x | HH-3291
Employee Privileges should now show in Employee Select form when leaving the Employee Details form | HH-3720
Employee Select form - statuses now save when updating | HH-3682
FileNotes bring in Employee Positions again | HH-3747
Records Sorting has been changed back to Descending | HH-3872
Resolved an issue where Records Import functionality was importing to the root folder | HH-3876

April 2021

HowNow 5.2.0.329 Beta

Improvements & Enhancements

Improved messaging when adding a document that is open on the desktop | HH-3700

Resolutions

Labels feature is now working again | HH-3335
Resolved an issue where the created date wasn't showing in the Audit Trail | HH-3755

March 2021

HowNow 5.2.0.323 & .328 Beta

Improvements & Enhancements

Open File Tracking implemented to improve File Use scenarios | HH-3684

Resolutions

Right-click on Records grid no longer requires a left click first | HH-3674
Improvements to timing of Versioning and Change Status prompt possibly noticed on slower networks | HH-3541, HH-3689
Selecting a Team in Employee Details now works on first click | HH-3299
Resolved an edge case issue where user couldn't select more than one client during a merge letter | HH-3582
Record duplication in all areas should also duplicate the Visibility | HH-3696

March 2021

HowNow 5.2.0.317 Beta

Improvements & Enhancements

Multiple Tasks can now be selected in the Job profile | HH-3514
Users will now receive a message about potentially unsecure files that will require the administrator to add them into Options (.exe, .lnk, .bat, .cmd, .ps1, .zip, .rar, .7z) | HH-3607
Contact Tab - new advanced filtering has been added to make it easier for users to perform more complex filtering on clients | HH-3446
Check for inactive tasks removed for new job creation when changing the status to started | HH-2792
Users are warned if they attempt to add a prohibited file - Administrators can add the 'Accepted File Type' to the list in >File >Options >Records Tab | HH-3607
UI updates to the External Data Refresh form | HH-3196

Resolutions

Resolved an issue where Exporting Records was also creating an XML file
When profiling a Record the Job Selection field can now be cleared | HH-3394
When creating a Job, client roles now successfully populate again | HH-3552
Resolved an issue where the No Date Range search was not working in Admin areas | HH-3528
Start Date Required fields are now saving when ticked | HH-3562
When filing Emails the record title is again the subject instead of the Smartlink Prefix as per the setup of the Standard Record Title | HH 3570
Resolved Record Locations scrolling issues | HH-3618
Contact Repair is now repairing Metadata again | HH-3589
Echo Profiling is no longer changing the extensions when a title of 80 characters or more is encountered | HH-3575
Number of versions kept option can now be changed | HH-3579

February 2021

HowNow 5.2.0.302 Beta

Improvements & Enhancements

Contact Sync update for new XPM API version | HH-3309
'Contacts' Display Field Editor now requires the Support Code | HH-3448
Removed the Advanced Filter functionality from Contacts to comply with security improvements | HH-3449
New Accepted File extension list has been added to system options and replaces the watch inclusions list | HH-3436
Improved messaging for invalid file types when Echo Profiling | HH-3454
Added paging to Contact lookup search for performance improvement | HH-3439
Improvements to messaging when Disconnecting Portal Clients | HH-961

Resolutions

Employee Roles will now fill correctly when profiling and performing merges | HH-3395, HH-3511
Deleting Record Locations will again move Records back to their correct locations | HH-3363
Powerpoint files no longer open in protected mode | HH-3419
FileNote shortcut F9 is working again | HH-3456
Fixed an issue that would cause version files to not be deleted under certain circumstances. This also had a follow on effect of not clearing the InUseBy filed for the record | HH-3441
Multiple Clients are no long able to be selected when using Profile Select | HH-1021

January 2021

HowNow 5.0.0.281 Beta

Enhancements/Improvements

Tasks can now be opened from a Jobs Template | HH-2773
Datasync version updated for Xero v3 API | HH-2458
When filing to a contact active clients are now selected before inactive | HH-933
UI Update to HowNow Portal form | HH-2961
Knowledge Duplication refresh | HH-2431
Updates to Preview stability | HH-2489
System Option added to change the Firms default for moving or copying a file when using the New Profile Wizard | HH-3289
Update to Email as Body UI - adding a status bar | HH-3102
Invalid email addresses with non-valid characters and spaces can no longer be invited to the Portal | HH-3283
Primary email address can now be changed when inviting Portal Client | HH-3254
Home page removed from HN52 as the webserver is now deprecated | HH-3311
Update to Email as Body UI - adding a status bar | HH-3102
Options for scheduling have been standardised to prevent date issues | HH-2927
Documents no longer open after using the Send To function - Add-in update is required | HH-3345

August 2020

HowNow 5.2.0.229 Beta

Enhancements/Improvements

Contact Repair Option now has a new checkbox in Privileges | HH-2365
Introduced Echo Profiling for Emails | HH-2501
When adding a Record and assigning a Task, the Task status can now be edited | HH-2638
A new dialog shows when attempting to open a Smartlink for a Record that doesn't exist in the database | HH-1359
Default Sort columns that were previously set to descending sort order in HowNow 5.0 should now also default to descending order in HowNow 5.2 as well | HH-1273
In the Records tab 'Create Follow Up Task' has been changed to 'Assign a Task' | HH-1426
Record Locations now show locations with multiple Teams Visibility assigned | HH-1461
HowNow can now be launched from the Software Updater dialog | HH-2009
Only one default Client Portal Default location can be set | HH-1964
Logo Updates - HH-2008
Knowledge Import has been simplified and shows a validation error if the title already exists | HH-2077
Streamlined Reporting, removed Printer option | HH-1249
All users can update - now defaulted to ON | HH-2007
User Interface enhancements when uploading documents | HH-2039, HH-2126
New 'Echo Profiling' feature added when profiling documents to Records | HH-2155
Jobs and Tasks forms now appear on the same screen as HowNow | HH-2328
Improved Custom Keyword tagging | HH-2297
Updated UI in line with Microsoft | HH-2302, HH-2301
Improvements made to domain matching when adding emails | HH-2036
Logout and Release Locks functionality optimised | HH-2140
Add an email with HowNow closed optimised | HH-2138, HH-2139
UI Icons updated - HH-2203
Improvements to Record Locations selection | HH-2168
Updated UI of Member Details form | HH-2341
Profile UI update | HH-2180
Help Links not navigate to the Online Help main page | HH-2380, HH-2381
When Echo Profiling functionality is cancelled all documents can be cancelled | HH-2439
Software updates will now check every time HowNow restarts and not just once per day | HH-2555
Improved messaging in Knowledge dialogs | HH-2422
Improvements made to Records Import functionality | HH-2051
Introduced Echo Profiling for Emails | HH-2501
Change to Contact length in Phone DB field | HH-2588
Improvements to creation of Tasks with no Job association | HH-2621
Improved Echo Profiling by adding the ability to cancel all documents | HH-2486
When adding a Record and assigning a Task, the Task status can now be edited | HH-2638
Improved the auto selection of the EntityName when profiling a document | HH-2695

Resolutions

The Contact Repair Option is no longer enabled for all users | HH-2454
ContactDataRefresh utility can now use a 'Last Modified Date' option to only update external client data for clients that have pending changes | HN5-1232
When adding new Records and assigning a Task, Records show again on the Task | HH-2436
Files can now be added to Knowledge with long file names | HH-2351
Autosearch has been reinstated when entering Job, Contact or Employee Name in the Activity Reports | HH-2428
New tasks are now bringing in Partner, Manager, Reviewer content | HH-2611
Jobs now correctly display when 'Today' is selected | HH-925
Home page error has been resolved | HH-2578
First Task template in the list will now be selected | HH-2418
Signatory position should now pre-fill correctly when creating a batch from Knowledge | HH-1808
Duplicating a document now inherits visibility | HH-2111
'Assign a Task' form now tabs in the correct order | HH-2152
Add-ins are successfully notifying users when updates are required | HH-2064
Record title can be changed when profiling a document from the Office Add-in | HH-2287
Improvements to Contacts selected in the Jobs 'Activity' Report | HH-2216
Fixed the tab order when duplicating Records | HH-1535
Jobs auto-assignment of numbers is now working as designed | HH-2224
Jobs and Tasks can no longer be assigned to Inactive Employees | HH-2235
Assigned Employee now pre-fills when creating a New Job - HH-2231
Icons for emails, add-ins | HH-2369, HH-2364
Document Converter now installing with A4 as default paper size | HNS-744
Improvements to Record Location editor | HH-2390
Importing and converting Data Records should now work as designed | HH-2412
'Clear Selection on Search' is now unchecked by default when in the Contact Select form | HH-2701
Extra error appearing in the Content Update is now resolved | HH-2780
Contact Repair button is now available to select users | HH-2670

May 2019

HowNow 5.0.0.199 General Release

Resolutions

Fixed the user preview setting to allow users to correctly display the preview panel for records, knowledge or both | HN5-1634
Merge letters can now be used by multiple people at the same time | HN5-1349
Documents can now be edited only with the correct settings | HN5-1310

February 2019

HowNow 5.0.0.192

Resolutions

Emails added to HowNow via the email manager will now have 'Move File' selected by default to prevent an issue where users temp folder was filling up with emails | HN5-1223
Saved filters will now correctly persist after a HowNow restart | HN5-1220
Resolved file locking issues
Ctrl-clicking record locations to filter on multiple locations will now work as expected. Saving these filters will now also work as intended | HN5-1250
Resetting filters will now cancel any previously running searches| HN5-1254
'Version' misspelling in the notification bar has been fixed | HN5-1268
Ribbon Filter stability updates | HN5-1279

Enhancements/Improvements

New notification has been added when - HowNow detects a user is running an old version of the software | HN5-1234

February 2019 (Beta)

Email Manager 3.2.0.155

Resolutions

December 2018

Office Add-in - 5.0.0.62

Resolutions

Corrected Protected Excel workbooks incorrectly informing HowNow On-Premise that the document is closed | HNS-567

Enhancements

The Office Add-in now handles the closing of files opened via HowNow to better handle the change status dialog and InUseBy within HowNow | HNS-574
Lastest compatibility updates have been applied | HNS-570
Stability and performance enhancements | HNS-519

November 2018

HowNow 5.0.0.158

Resolutions

Users can no longer save records against clients that have a blank storage field | HN5-940
Jobs can now be successfully exported when attached to clients with an '&' in their entity name | HN5-953
Adding multiple emails or email attachments to HowNow with the same name will now prompt for all files and not just the first one | HN5-946
Editable excel files in knowledge will no longer be set to read-only when a second user opens the same file | HN5-848
Saving and Recalling filter is working correctly again when multiple items are selected in any of the checkbox filters | HN5-968
Content module screens grid heading will no long display in black | HN5-967
News item notes will again show at the bottom of the knowledge screen when a news item is select | HN5-960
You can no longer incorrectly set an admin location as the default for client portal downloads | HN5-881
Linked records that have been deleted will no longer be added as an attachment when a emailing another record with the same link code | HN5-973
The audit trail of knowledge documents will no longer incorrectly show a modification when a file is opened and no changes are made
Non-admin users should no longer be able to disconnect portal clients via the Contact Details screen | HN5-986
Signatory Position dropdown will now be correctly populated when a signatory is auto selected from the client selection | HN5-989
Opening word documents from HowNow will now always bring the document to the foreground | HN5-988
Removed Ribbon customisation menu as it provides no benefit to end users | HN5-1026
Fixed an issue that would cause merge documents run in a batch to be missing a batch number | HN5-1008
Fixed an issue where users couldn't see the display drop down in knowledge when no content releases existed | HN5-1035
Switched the order of the title and title preview controls in the profile wizard to prevent the title history drop down covering the preview text | HN5-1011
Enhanced the database backup process when upgrading HowNow and database updates are required | HN5-1042
Users can no longer incorrectly see the recycling bin when setup as a partner, manager, reviewer or signatory | HN5-1036
Resolved an issue on HowNow launch where the knowledge notes frame would flash momentarily | HN5-1031
Recalling filters whilst in records will now correctly re-select a previously filtered client | HN5-1038
The help button on the profiling wizard will now navigate the user to the knowledge or records help section, depending on the type of document they're filing | HN5-1040
Recalling filters for the 'Partner' role now work as intended when the 'Partner Title' is change in system options | HN5-1060
Non-Admin user no longer have access to API Integrations | HN5-1078
Tab order has been fixed on all pages of the Profiling wizard | HN5-1077, HN5-1066
Record locations on the profile wizard can now be selected by scrolling through them | HN5-1065
The auto-closeup functionality or various ribbon filters has been adjusted to make it more forgiving when moving outside of the list of options | HN5-1087
Changing the 'Date Range' filter to 'No Date Range' will now perform a search when a client filter has already been set | HN5-1111
Minor styling updates | HN5-1126
HowNow will correctly identify if a watch folder path is invalid on startup and continue to load | HN5-1172
Fixed issue when filtering on a contact where search text would be last when contact selection for opens | HN5-1146
Task assignment for tasks created from a job template will no longer use the first employee selection when tasks are assigned to the N/A position type | HN5-1134
Visibility filtering in Jobs & Tasks now as intended. Tasks will now correctly inherit visibility settings form the job they're attached to | HN5-830
Filtering on an employee with the "All role type filter set will now work as expected and show all items associated with the selected user | HN5-1149
Convert to PDF and Combine PDF functionality now informs users when a selected file is currently "In Use" | HN5-1125
HowNowWebserver will no longer prompt for update when not found or installed | HN5-1215
Fixed a filtering issue when no Role was selected in the records tab | HN5-1213
Turned off Preview functionality by default | HNS-559
User can no longer incorrectly delete Final type records via profile selection | HN5-1142

Enhancements/Improvements

New notification bar added to HowNow ribbon when a user opens a newer version for the first time. The notification bar is to inform users they're on a new version and to provide a link to the release notes | HN5-918
The 'Remote Support' option from the main menu of HowNow will now take users to a new remote connect landing page | HN5-734
The 'Request Support' option from the info backstage view will now direct user to our support webform instead of creating a new email addressed to support | HN5-734
New release notes hyperlink added to software update window | HN5-903
The InUseBy field for all documents & records is now cleared for a user when they close HowNow | HN5-969, HN5-730
Email or Print functionality has now been removed | HN5-947
Uploading a file to the portal that has no file extension will no longer produce an error and will instead inform the user that it's not a valid file for upload | HN5-835
Emailing records as PDF file attachments or combined PDFs has been improved for speed and reliability | HN5-995
Updated wording of the Content Update form, to clarify edited items will remain on the list | HN5-1027
Added new Export to CSV option to all tabs to export the current search results directly to excel | HN5-1012, HN5-1014, HN5-1006
Added new custom integration options to the integrations section | HN5-1034
.RTF files have been added to the list of supported PDF conversion extension | HN5-1039
HowNow will now allow multiple software updaters | HN5-1049
Open files dialog now has an activity indicator and additional message dialogs to better give feedback to the user while actions are taking place | HN5-1029
Importing PaperBuster files now default to MailIn Record status | HN5-1004
HowNow and the HowNow Document Converter now work more smoothly when running as a RemoteApp | HN5-980
HowNow and our office add-in will now work together to better track which files you have open and when files are closed | HN5-1068, HN5-1165, HN5-1193
We've added a new search indicator to show users when a search is currently in progress | HN5-1114, HN5-1115
A new open files dialog has been added to better handle files left open in HowNow after it end unexpectedly | HN5-1112
Employees who have not accepted their Client Portal invite cannot be setup as a signatory for a Client Portal agreement on behalf of the Firm until they have accepted their invite | HN5-999
Changing tabs in HowNow has been improved | HN5-1191
We've improved the search functionality to show search results faster | HN5-1119
You can now use our new keyword search functionality to filter your results based on a client specific data | HN5-1113

November 2018

Office Add-in - 5.0.0.59

Enhancements

Improved the startup speed of the Office Add-in to help prevent the add-in disabling due to auto-update | HNS-517
The Office Add-in now handles the closing of files opened via HowNow to better handle the change status dialog and InUseBy within HowNow | HNS-552
Stability and performance enhancements

October 2018

Office Add-in - 5.0.0.38

Enhancements

Stability and performance enhancements | HNS-519
The Office Add-in now handles the closing of files opened via HowNow to better handle the change status dialog and InUseBy within HowNow | HNS-510

Email Manager - 3.2.0.148

October 2018

File Helper Service - 5.0.0.75c

Improvements

Disabled HowNow 4.2 functionality to force a check for new Portal files, not required | HNS-477

September 2018

Email Manager 3.2.0.143

Improvements

Added the email's subject detail to the prompt to file to HowNow when sending an email | HNS-441

September 2018

File Helper Service - 5.0.0.74

Improvements

Added a new setting for the service bus connection that may allow for clients with particularly stringent firewall rules | HNS-403

August 2018

Office Add-in - 5.0.0.28

Improvements

COM Add-ins now added to Trusted Locations | HNS-226

July 2018

Email Manager - 3.2.0.140

Resolutions - HotFix

July 2018

Email Manager - 3.2.0.138

Resolutions

May 2018

File Helper Service - 5.0.0.72

Resolutions

After files are uploaded by a user, and deleted by the administrator on the Portal, the File Helper Service starts successfully | HNS-339

April 2018

HowNow 5.0.0.119

Resolutions

Temporary HowNow files are now stored differently to prevent access/permission issues | HN5-869
User settings and alert preferences are now correctly created/repaired if missing or incorrect | HN5-661
The open files dialog on HowNow close will now correctly display the title of open knowledge documents | HN5-669
Cancel button on New Profile Wizard closes the window without raising any errors | HN5-865
Outlook security message no longer pops up when filing email | HN5-741
NewClientFile EmailAs functioning correctly | HN5-728
Merge documents will no longer given an error when 'Automatically File' isn't set in the profile | HN5-860
HowNow will create the 'Content' folder on startup should this folder not exist | HN5-857, HN5-838
Emails can once again be added to HowNow via Drag'n'Drop from within Outlook | HN5-927
The knowledge preview will now correctly display the selected document edition. Previously it would always display the current edition | HN5-897
Investigated general stability and preview functions | HN5-930

Improvements

New signatory field and automated selection when importing via the importer or via MailScan | HN5-804
Added ability to disable all Portal notifications for a document uploaded to the Portal for the lifetime of that document in the Portal. When exporting the document an email can be generated with the download or signing links for custom email correspondence | HN5-674, HN5-675, HN5-676

Enhancements

New record profile option to disable preview per record. This is to prevent issues with password protected files | HN5-685
Fast filing (Finish Button) is now available for Client, Team & Admin locations | HN5-837
User will no longer be able to see records that they prepared when they don't belong to the teams set by record visibility | HN5-913

April 2018

Resolutions

DataSync - 1.3.0.12 Created a workaround for the iFirm API connection that was timing out | HNS-343
FileHelperService - 5.0.0.72 Fixed an issue where the File Helper Service incorrectly identifies files that have been deleted | HN5-912

January 2018

HowNow 5.0.0.110

Resolutions

Upgraded the method of saving and recalling filters (Previous saved Filters will not copy over to this new version) | HN5-818
Users should now be able to correctly type into the Content number filter after selecting a Content module | HN5-577
Resolved ISC error when searching in Jobs with "None selected" Type | HN5-803
Immediately after switching to any tabs the user should end up in the filter edit control | HN5-845
When adding a Knowledge Document and moving back to the first screen to add a Procedural Area the Next and Finish buttons are now available | HN5-765
Right-Click to select Contacts now able to be stored in Filters | HN5-664
Using the fast filing options the Finish button is no longer available when top level locations are selected | HN5-836

Enhancements

The recall filter buttons are disabled when there is no stored filter available | HN5-762
'In Use By' Enhancements | HN5-706

January 2018

HowNow 5.0.0.106

Resolutions

Recalling a saved filter that included a date range eg. 1 week, will set the date range to the last week, not the week when you saved the filter | HN5-733

New Features

Email As and Copy to Clipboard as Smart Link URL | HN5-808

December 2017

File Helper Service - 5.0.0.69

Resolutions

Record location visibility is now applied to the downloaded file | HNS-83
Files uploaded to the portal with a colon or semi-colon should have them stripped out | HNS-286
Files with very long file names can be sucessfully downloaded back into HowNow from the Portal | HNS-274

December 2017

Email Manager - 3.2.0.115

Resolutions

December 2017

HowNow 5.0.0.105

Resolutions

The main checkbox filters on the ribbons remain visible at all times | HN5-833
Sites with more than 64 team members can search using the Status Filter consistently without error | HN5-824

November 2017

HowNow 5.0.0.99

Resolutions

Resolved issue causing the cursor to jump out of the Search box after a search | HN5-811
Database Alert events were being acknowledged by HowNow too frequently and this was affecting performance| HN5-812
Knowledge documents are now being saved to the Content folder correctly | HN5-807
Reconfigured the initialization logs so that there is a single log per HowNow user to stop the Logging folder from growing |HN5-809
Resolved application error reported in HowNow (after selecting several ribbon filters) that required HowNow to be restarted | HN5-801, 707, 815
Logging can now be correctly switched off through database settings | HN5-798
Added test mode to HowNow5 to allow for better support and troubleshooting of environmental factors | HN5-821

November 2017

Office Add-in - 5.0.0.19

November 2017

HowNow 5.0.0.94

Enhancements

New AdobeSign pre-processing end points replaced GroupDocs version | HN5-554
Efficiency introduced for the Software Updater | HN5-214, 630
Improve document upload timeout for AdobeSign | HN5-667
Updated context sensitive help to point to online help files | HN5-369
Update to Preview browser | HN5-638
File preview size can now be set to limit the file size being previewed | HN5-656
Improved the speed of previewing PDF Files | HN5-656
Improved the speed of the grid loading | HN5-743, 746
Improved the speed of handling files, when adding files to HowNow from the Office Add-in and Outlook Add-in | HN5-768
Reordered Birth Day and Month in Personal Details | HN5-729
Preview of PDF files will not lock the PDFDocs file, preventing it from being edited | HN5-744

Resolutions

Email Preview using a more efficient method to retrieve email contents | HN5-614, 774
Users are now notified when not enabled for AdobeSign | HN5-618
Fixed issue arising when profiling to a Team Record Location | HN5-621
Ability to add Content numbers in Knowledge filter | HN5-577
Non-Administrators can now access the Add-in Manager | HN5-620
Ability to disconnect Portal Accounts without Administrator rights | HN5-626
Content Update workflow improvements | HN5-657
Fixed issue arising when profiling a Document while Preview is turned off | HN5-715
Description of scanned files is no longer being cleared | HN5-720
Multiple line descriptions now available when profiling Documents | HN5-721
File Converter updated to resolve document merging issue | HN5-653
Users can now change the location of a Record with Preview turned on | HN5-652
HowNow Temp File folder now being created on startup | HN5-665
Ability to change the Record status from the Document Record Profile with Final status | HN5-582
Statuses that can be assigned when adding and editing Records are now limited/restricted | HN5-666
Ability to add OneNote documents to HowNow through the SendTo Explorer menu | HN5-520
Single file OneNote files can now be added to HowNow | HN5-520
All task dates are now calculated when the start date is before today’s date | HN5-559
Error message displays when Preview DLL is missing |HN5-665, 758
Date Range search results now more consistent HN5-799
Issue where entering a File Note text jumps to the search box is resolved | HN5-757
Resolved issue with the error logs running when they have been disabled | HN5-745
Changing User and the Ribbon State (Visibility) now updating correctly | HN5-735
Resolved Marshalling error when uploading documents to the Portal | HN5-639
Resolved the error that on HowNow start would show "invalid memory" or "referenced memory error"
Resolved search error when using Date Ranges | HN5-799, 752, 776
Filters can now be saved when the Area drop down is set to 'All' | HN5-797
Preview updating more efficiently after selecting Modified, Added, Created and Finalised tabs in Records
Improvements to the 'In Use By' field in Knowledge to report on document use more accurately | HN5-749, 652, 718
Error logging now reporting correctly | HN5-717

October 2017

Email Manager - 3.2.0.112

Resolutions

Update applied to remove reliance on Outlook features that Microsoft removed in the latest update | HNS-265

Enhancements

Update Add-in Express Version for further compatibility | HNS-270

September 2017

Email Manager - 3.2.0.110

August 2017

Office Add-in - 5.0.0.18

Resolutions

Prevent Office Addin from refiling current Knowledge and Record documents

June 2017

Email Manager - 3.2.0.108

Resolutions

A small percentage of emails were not profiling into HowNow On-Premise after x days of use
Emails without a subject will now be added with the title: NoSubject
Resolved saving emails with special characters in the subject
Removed HowNow Firebird check causing an error to appear on startup of Email Manager.

HowNow 5.0.0.73

New Features and Improvements

Knowledge, Records, Jobs and Tasks - Users can now save their current filters to be recalled at a later time. Stored filters persist even after restarting HowNow - see Filter Options in Records.
All tabs - Each user's filter criteria is persistent between tab changes - this means that when you move between tabs, the filter criteria will remain.
All tabs - New shortcuts added to 'Email as' and 'Copy to Clipboard' menus - see a Full List of Shortcut Keys
All tabs - User display preferences like width and visibility for Preview, Record Locations, Knowledge Filters and Organisation Positions are maintained between restarts of HowNow on a per computer basis. User display preferences can be reset by going to File > Info > Personal Details > Other Settings > Reset Display Settings to Default
Organisation - the user's Personal Details form has been updated with new formatting - people are now referred to as "Employees"
Organisation - the Position Details form has been updated with new labels and wording - people are now referred to as "Employees"
Knowledge - new system option to Force Revision Note on Edit
Knowledge and Records - New preview functionality in Records and Knowledge - see Previewing Records and Previewing Knowledge Documents - showing the Preview on Knowledge and Records can now be set at a user level as well as a Firm level. Firm level options will override user options.
Knowledge and Records - Paste from Clipboard for Knowledge or Records (Ctrl-V or Paste in the right click menu) - see Adding Records or Adding Knowledge Documents
Knowledge and Records - New 'Open Document' screen has been added when closing HowNow to allow users to force close open documents - see Open Documents When Closing HowNow
Records - Floating File Notes - see File Notes
Records - New PDF merge functionality added to HowNow, which incorporates bookmarking of merged PDFs - see PDF Tools
Records - Emails with attachments now have a different icon to those with no attachments - this applies to all new emails added from date of this update. The file icon does not show when the only files attached were image files.
Records - New Change Status Dialog (shows a list of statuses which reduces a click when changing a record’s status)
Records - Upon closing HowNow with documents still open, the user is prompted with the names of the documents that are open
Records - Linking can be turned off as a system option
Records - When Email/Copy only final is turned on in system options, the only options available are email as a Smartlink or Copy to Clipboard as a Smartlink or Smartlink File
MailScan - the record status now defaults to Mail In.
Email Manager - HowNow will check for pending emails to profile on startup - see Email Manager
Emails - Outlook Security Manager is now used when connecting to Outlook for email bookmarks - this removes the Outlook security prompt "Allow or Deny"
Email Manager - when processing multiple emails from Email Manager, emails will be processed in reverse chronological order
Jobs - Bulk change available using profile selection, using both the title and lodgement date
Tasks - tasks can now be filtered on by Completion Date
Administration Functions - these have all been moved to a new Backstage layout for:
- Info
- Reports
- Administration
- System Tools - general
- System tools - advanced (these tools require the Business Fitness support code and should only be used in conjunction with the Business Fitness support team
- Options