6100

XDOC 6100 Release Notes

Technical Requirements

Self-Hosted Customers

The minimum operating system, database, and runtime requirements for this release are:

  1. Server: Microsoft Windows Server 2019 or later
  2. Database: Microsoft SQL Server 2016 SP2 or later
  3. Runtime: Microsoft .NET Framework 4.8 or later
    • .NET Framework 4.8 is now the standard runtime requirement for XDOC.
  4. Security Protocol: TLS 1.2 is supported when using the configurations listed above.

XDOC Version Requirements

The following upgrade requirements apply to all customers:

Integration Support

For direct customers, this release supports all previously available integration methods.

XDOC partners should contact Customer Support for additional instructions.

Training Documentation and Videos

Updated Admin and User Guides describing the new features and functionality included in this release are available online. Training videos are also available.

Summary of New Functionality and Enhancements

1. Split/Merge Screen Enhancements

The Split/Merge screen has been significantly updated to improve usability and make document indexing more efficient.

The following changes are included:

2. Document Viewer Help Button

A Help button has been added to the Document Viewer.

Selecting the Help button opens the XDOC User Guide in a new browser window. From the documentation site, users can also access the following resources:

3. Signature Annotation Enhancements

Signature annotations now support only the following image file formats:

These are the only file types permitted for signature annotations. This change improves the printing, viewing, and bundling of signature annotations.

4. Loan Information in the Document Viewer

A new accordion panel has been added to the Document Viewer to display basic Loan Origination System, or LOS, information for the selected loan.

When expanded, the panel displays loan information defined in the applicable integration file.

5. Quick Messaging

XDOC’s new Quick Messaging feature allows users to send predefined email messages to members of an address list when action is required on a loan.

Messages are initiated from the Document Viewer. Users can select from one or more configured message templates and address lists.

For additional information about configuring and using Quick Messaging, refer to the XDOC User Guide, XDOC Admin Guide, and related training video.

6. Document Viewer Email Capability

Email functionality has been restored to the Document Viewer.

To help protect document information, a password is always required when using this feature. Email-related permissions have also been added to the Roles section of User Administration.

7. Expanded Property Address Panel

The Property Address panel is now expanded by default on the following pages:

This allows users to view the property address without first expanding the panel.

8. Document Ordering in File Room and Split/Merge

Newly created documents in the File Room and Split/Merge pages now appear in the order in which they were created.

9. Document Add API Enhancement

The Document Add API now includes a bucket parameter.

This parameter allows an incoming document to be assigned to a specific document bucket. Refer to the XDOC API Guide for additional information.

10. Expandable XDOC Admin Grid Columns

Columns within XDOC Admin grids can now be expanded.

To expand a column, position the pointer immediately to the left of the arrow in the upper-right corner of the column.

11. XDOC Admin Search Enhancement

The search field on XDOC Admin pages now uses Contains as the default search operator.

Previously, Admin searches used Starts With as the default operator.

12. Transparent Text Annotations

Text annotations now use a transparent background by default. This prevents the annotation text box from covering content beneath it.

Users can manually change the background if a transparent background is not desired.

13. Annotation Border Width

The available border-width values for annotations are now limited to values from 1 through 10.

Summary of Corrected Issues

1. Document Definition Alt-IDs

Area: XDOC Admin > Document Definitions

Alt-IDs were not displayed in the Document Definitions grid. Alt-IDs now display correctly.

2. File Room Gateway Sorting

Area: XDOC File Room > File List

Sorting by Gateway did not function correctly. The File List now sorts by the Gateway Name field instead of the Default Sender field.

3. Manual Bundling ZIP Selection

When the One File per Document Type option was selected during manual bundling, the ZIP option was not selected automatically.

The ZIP option is now enabled automatically when One File per Document Type is selected.

4. File Room Follow Up Option

The File Room Follow Up setting in XDOC Admin did not enable the corresponding Follow Up option in the File Room.

Because no customers were known to be using this functionality, the option has been removed.

5. User Administration Password Validation

Area: XDOC User Administration

When the password and confirmation password fields did not match, the application displayed an unclear error message.

The application now displays a specific message informing the user that the passwords do not match.

6. Document Stack Security Option

Area: XDOC Admin > Document Stack Security

The Doc Stack Edit Type option was no longer in use. It has been removed from the user interface.

7. Version Information Sorting

Area: XDOC Admin > Version Information

The Version Information grid did not sort correctly by Installed Date. This issue has been corrected.

8. Bundle Delivery Utility

Area: XDOC Admin Utility

The Bundle Delivery Utility did not function correctly. This issue has been corrected.

9. Text Annotation PDF Export

Text annotations did not print on the page when a document was exported to PDF. Text annotations are now included correctly in exported PDF files.

10. Bundle Audit Logging

When a bundle was sent, the related activity was not recorded in the audit logs.

Bundle activity is now recorded in both of the following locations:

Server Installation and Update Database Script Changes

Important: This section applies only to partners and OEM providers that use custom database scripts executed by the XDOC server installation or update programs. All other customers may disregard this section.

All database scripts executed by the server installation and update programs are now located in the scripts subdirectory of the main XDOC application directory.

Example location:

D:\XDOC\scripts

The scripts directory contains the following subdirectories:

Directory Purpose
axiInstall Contains scripts executed by the XDOC server installation program.
axiUpdate Contains scripts executed by the XDOC server update program.
dbEngine Contains scripts executed by the server update program when the internal starter database engine must be updated.
dbExternal Contains helper scripts used to attach the XDOC database to an external database server or instance.
dbInternal Contains helper scripts used to attach an XDOC database to the internal starter instance.

Partners and OEM providers must relocate their custom scripts to the appropriate axiInstall and axiUpdate directories.

Print Client Enhancements and Changes

Enhancements have been made to the Windows Print Driver and XDOC Print Client to improve the handling of color documents and the printing of HTML content from web browsers.

The Print Client installer now includes an option to install an additional printer configured to force true-color output for all pages in a document.

The default name of this printer is:

XDOC-TrueColor

The Print Client installation program also includes options for enabling and installing the XDOC-TrueColor printer.

Bundle Schedule Database Service Utility Changes

The Bundle Schedule Database Service Utility has been significantly updated to support the new Manual Trade Bundling functionality.

The previously used stored procedures and tables are no longer valid. They have been replaced by the following database objects:

New Database Object Change
axtdoc_xutil_bundle_proc Replaces the axtdoc_util_bundle_proc table.
xdoc_xutil_bundle_procAll Replaces the xdoc_util_bundle_procAll stored procedure.
xdoc_xutil_bundle_contSchedule Replaces the xdoc_util_bundle_contSchedule stored procedure.
xdoc_xutil_bundle_contScheduleByRef New stored procedure.

Before upgrading:

  1. Ensure that all workflow tasks for scheduled bundles have completed.
  2. Review any custom code that uses the previous Bundle Schedule Database Service Utility objects.
  3. Update the custom code to use the new database objects listed above.