Latest Updates (Therefore™ Web Client)

The following are the most recent enhancements and changes to the Therefore™ Web Client.

• It is now possible to require users to leave a comment explaining a 'Retrieval reason' when viewing a document.

• The sharing option 'Share with anyone' will be hidden for documents in categories that require a 'Retrieval reason' comment.

• A new property has been implemented in the backend, recognizing the order of tab fields in a category based on their position in the dialog.

• Zooming out in place will now fetch other visible pages automatically update the display on the navigation bar.

• Users can now access a document, case, or workflow's history directly through the hit-list page via the context menu.

• Reduced the loading time of a document's first page upon opening said document.

• Added a bookmark button to the navigation bar when viewing a document.

• Bug fixes and stability improvements.

Latest Updates (Therefore™ v33)

The following enhancements and changes are part of the Therefore™ Online v.33 release.

This list can also be downloaded as a PDF document:

Therefore™ Online v33 Release Notes

Therefore™ Online

• Implemented the option to choose between SFTP and FTPS

Therefore™ Core

• Added two-factor authentication (2FA) functionality for internal Therefore™ users and Therefore™ Portal users. Two-factor authentication is supported by all Therefore™ clients.

• Implemented service accounts to allow connections from 3rd party services to Therefore™ without using 2FA

• Added the option for admins to grant access to Therefore™ to Microsoft Entra ID service principals

• Implemented document classification with Azure Document Intelligence

• Added license notifications allowing users to receive the most important information, such as pre-paid expiry, via e-mail

• Added advanced search options users can utilize while searching for cases. The same options currently used in advanced searches for documents are available. This feature is only available on installed clients

• Added the option to save comments as part of the workflow history when deleting a workflow instance

• Changed configuration of referenced web service schedule to refer to the standard time zone setting on the Therefore™ server instead of the client machine's timezone

• Enhanced the audit log to contain full-text queries

• Enhanced Therefore™ Smart Capture to be able to read information from additional sources, such as Swiss QR codes

Therefore™ Web Client

• Implemented a new design for the Therefore™ Web Client

• Implemented a new concept for URL actions that allows execution of and linking to query results

• Implemented improvement to document and case history:

  - Filter document and case history events

• Implemented additional workflow improvements:

  - Claim and un-claim workflow instances from a hit-list

  - Re-route workflow instances including changing the process version

• Implemented additional functionality in the avatar menu:

  - Check the login history to the user settings in the avatar menu

  - View storage usage information to the avatar menu

Therefore™ Solution Designer

• Implemented WYSIWYG HTML editor for e-mails configured in the Therefore™ Solution Designer, such as workflow notification e-mails

• Added a URL attribute to existing REST call objects, and added the option to configure the URL specified for Call REST Service and Referenced Web Service configurations using a script

• Added a button to REST call objects to enable and disable execution of specific requests. This functionality allows users to skip requests that are in development without using Next.Request

• Improved usability of macros by using the field ID instead of the field caption as macro text. The field caption is still used as a fallback option to ensure backwards compatibility.

• Added a warning if a user is attempting to import a configuration that would delete index data fields in categories and/or case definitions

• Added support for multiple keyword fields when creating a case definition

• Enhanced security by limiting users' read access to settings that are only relevant to administrators

• Added the option to log the reason a document was retrieved

• Added Advanced settings:

  - Security: Disable 'Forgot Password'. Password recovery can be enabled and disabled.

  - Security: Session Token Lifetime. Custom JWT token lifetime can be set up to 1440 minutes. The default is 30 minutes.

Therefore™ Navigator

• Added a warning if recipients of ad-hoc tasks are out of office

Therefore™ Integrations

• Added support for the comments feature to the Therefore™ for Teams integration. 'Additional information' has been replaced by a list of comments; and new comments can be added directly.

Therefore™ eSignatures

• PleaseSign: Added smart anchor feature allowing users to place signatures in the document content

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