Type

Area

Description (Issue #)

New Feature

Print Client

The Print Client has been completely re-designed to remove any dependency on IE and is now compatible with all major web browers.  This version of the XDOC Print Client is compatible with XDOC 6131 and above.

New Feature

Error Logging

Added error logging to XDOC, captured on the XDOC server.  The three error logs (as .txt files) are for Web Errors, Workflow Processes, and Server Errors.  (2340)

New Feature

Advanced Filters

There is a new accordion option in the Viewer called Advanced Filters.  This new features allows you to create and save advanced filtering of docs in the document list.  Users can filter on document type, date, annotations, and notes. There are no special permissiosn for this feature.  To activate, go to Admin>Project Tab>Project Settings>User Interface>General - and set Include View Filters to Yes

Enhancement

Admin>User Security

Added capability to suspend an individual user’s access in XDOC 

Enhancement

Admin>Branding

Added capability to add your company logo/branding in place of the XDOC logo 

Enhancement

Admin>Bundling

When creating a new bundle, changed the default tokenated values in "Package Naming" section to be easier to understand

Enhancement

Admin>Categories

Added a parent/child relationship with Document Categories.  Child Categories are visually represented with an arrow to denote them.  See more information at the link.  

Enhancement

Admin>Cleanup Agent

To prevent the system timing out for large numbers of files, the Cleanup Agent was changed to only remove 10,000 files at a time.  You may have to run the Cleanup Agent multiple times to get your desired results. 

Enhancement

Admin>Logging

Added flat-file logging (like there was in XDOC5200) back into XDOC.  Logs for web, server, and workflow are found on the XDOC server under ...

Enhancement

Admin>Reporting

Reporting links have been included in several Admin screens, mainly in the Project Repository menu items.  Users can now click on the link to generate a .csv report. 

Enhancement

API

Added a field in the API settings to require an IP ACL list 

Enhancement

Audit Log

Added source of split/merge document in the Audit Log (1743) 

Enhancement

Bundling

Enhanced SFTP module for bundle delivery for users using encryption key and password combinations (1563) 

Enhancement

Bundling

Added capability to use a document stack in manual bundling (1394)

Enhancement

Bundling

Added an Essent MI Bundle Template for lenders wanting document delivery to Essent.  You will need to contact your Essent account manager for the sftp credentials.  Please see the training videos section for a complete description on how to accomplish this. 

** Availavle only for Constellation LOS customers at this time

Enhancement

Bundling

Added an Enact (formerly Genworth) MI Bundle Template for lenders wanting document delivery to Enact.  You will need to contact your Enact account manager for the sftp credentials.  Please see the training videos section for a complete description on how to accomplish this. 

** Availavle only for Constellation LOS customers at this time

Enhancement

Bundling

Added an Radian MI Bundle Template for lenders wanting document delivery to Radian.  You will need to contact your Radian account manager for the sftp credentials.  Please see the training videos section for a complete description on how to accomplish this. 

** Availavle only for Constellation LOS customers at this time

Enhancement

Trade Bundling

The Trade Bundling screen has been redesigned to make it easier to use

Enhancement

Document Compare

Added a zoom feature for Document Compare.  You can now zoom into each individual window to better see the data you want to compare (394)

Enhancement

Document Stacks

Add filter in Document Stack UI that allows you to filter for the document you’re looking for rather than scrolling to find it (1573)

Enhancement

Multi-Project

Several updates to the multi-project capability adding flexibility and usability (several)

Enhancement

Rendering

Increased the file rendering page limit from 1,000 to 2,000 pages (2362)

Enhancement

Viewer

Added an Advanced Filters tab on the right-side accordion of the Viewer.  This new feature lets you perform more complex searches for documents in the Viewer.  Users can then bundle the results of the search. (1054,24)

Enhancement

Misc.

Various UIs in XDOC have been refreshed with slight changes

Bug Fix

API

Corrected an issue where a notification was not created when a document was deleted with the API (1637)

Bug Fix

Document Definitions

Document Definitions with fields marked as “reset on change,” were not reset when the document property changed. (1610)

Bug Fix

Document Stacks

Fixed issue where the sort rule for document stacks was not working properly in the viewer (1390)

Bug Fix

Document Stack Security

Fixed and issue where inactive stacks were showing up in drop down fields (2304)

Bug Fix

Security

Corrected an issue where the XSYSMANAGE permission was not functioning correctly (2296)