XDOC 6 Release Notes - October 2, 2019
Technical Requirements for This Version
For Self-Hosted Customers:
Minimum Operating System, Database, and Runtime requirements for this release are the following:
Server: Microsoft Windows Server 2012 R2 or higher (Windows Server 2016 Recommended)
Database: SQL Server 2012 SP4 or higher (SQL Server 2016 Recommended)
Runtime: DotNet 4.6.1 or higher - This is now the standard for XDOC
XDOC Version Requirements (For All Customers):
XDOC 5200 Customers: You must be on XDOC version 2015-0620 or 2015-0621 to upgrade to XDOC 6
Integration – For direct customers, this release supports the all previous integration methods. For XDOC Partners, please contact customer support for further instructions.
Training Documentation and Videos
Updated Admin and User Guides that describe all of the new features and functions, as well as training videos, are now available online at the following web sites:
• Training Videos: https://docs-user.xdocm.com/training-videos
• User Guide: https://docs-user.xdocm.com
• Admin Guide: https://docs-admin.xdocm.com/
• API Guide - https://docs-api.xdocm.com
Summary of New Functionality and Enhancements
Added Help Button in the Document Viewer – Added a help button in the Document Viewer. When clicked, it will open a new window for the XDOC Help section, User Guide. From here, you can navigate to the Admin Guide, API Guide, as well as the Training Videos section.
Signature Annotations – Signature annotations are update to only allow .gif or .png files. These are the only two file types now allowable. This upgrade allows for better printing, viewing, and bundling of this annotation type.
Loan Info screen in the Viewer - There is a new accordion option in the Viewer that displays basic LOS loan information for the loan in question. When expanded, this option reveals the loan information (defined in the integration file) for the loan. When expanded, this option reveals the loan information (defined in the integration file) for the loan:
Quick Message Feature – XDOC’s new Quick Messaging feature enables users to send pre-defined e-mail messages to members of an address list informing them of action needed on a loan. Messages originate from the Document Viewer and users can choose from one of more message templates and address lists to accomplish this task. To see more about this new feature, from both an end user and XDOC Admin perspective, see the User and Admin Guide, as well as the training video.
Email – Re-added the email capability in the Document Viewer. However, to ensure security, a password will always be required. Permissions for email capability were added to the Roles section in the User Admin.
Property Address – The Property Address modal in the Viewer, Split/Merge, and File Room pages have been expanded by default enabling the user to see the property address at a glance
File Room and Split/Merge Pages – Newly created docs now appear in the order in which they are created.
API – Document Add – The Document Add API now has a parameter for a bucket to assign an incoming document to a specific bucket. Please see the API Guide for more information
XDOC Admin Grid Columns – Columns in the Admin grids are now expandable. To expand a column, hover over just to the left of the arrow on the upper right hand side of the column to expand it.
Admin Search – The Search bar for the Admin screens is now set to use the parameter “contains” by default. Previously we used “starts with”
Text Annotations – All text annotations now default to a transparent background so that the text box does not cover any text. If you do not want a transparent background, you may change it manually.
Summary of Other Issues Corrected
Database and Runtime Requirements
Minimum OS, Database, and runtime requirements for this release:
Server Install and Server Update Database Script Location Changes
IMPORTANT: The following changes apply to partners and OEM providers that include custom database scripts run by the server install and update programs. All other customers can ignore this section.
The location of all database scripts run by the server install and update now reside in the “scripts” subdirectory of the main application root. EG: D:\XDOC\scripts.
The scripts directory contains the following sub-directories
Partners and OEM providers must relocate their custom scripts to the axiInstall and axiUpdate directories appropriately.
Print Client Enhancements and Changes
Windows Print Driver and Print Client enhancements have been made to improve color document print handling as well as printing of HTML documents from web browsers. Print Client installations now include the option to install an additional printer with settings to force “true color” output of all pages in the document. Likewise, the Print Client install program includes options to enable / install this printer. The default name of the printer is: XDOC-TrueColor.
Bundle Schedule Database Service Utility Changes
The Bundle Schedule Database Service Utility has changed significantly to support the new Manual Trade Bundling features. The previous stored procedures and tables used by the utility are no longer valid and have been replaced by the following new objects:
Please ensure that all workflow tasks for scheduled bundles have completed and you have made the appropriate changes to your custom code to use the new utility database objects.