Description

Current release 37

🎉 Welcome to Acodis Platform 37! 🎉

Our latest release introduces optimizations, new features and bug fixes that improve both performance and user experience . Let’s dive into what’s new and exciting in Version 37!

Preface

In past release notes, we used the prefix “[Custom Workspace]” to denote changes that affect only Custom Workspaces (a.k.a “Expert Mode”) - as opposed the to the Assisted ones. We will drop this prefix starting with this release and - going forward - designate changes that only affect Assisted Workspaces where applicable.

Features

Version 37 is focused on improving user experience in the Expert Mode. The team has put in a lot of effort in hunting down bugs and fixing them, as well as adding some highly requested features to the product.

✨ New Features

Bulk-Export in Transaction List

Exporting your data in bulk is now easier than ever. Starting with the current version, we added the bulk-export option for your transactions.

This new feature will allow you to select multiple transactions at a time and download the output related to those transactions in one go by clicking on the “Download Data“ button on the bottom of the page. You’ll be prompted to select the data source, the format of you require and the aggregation method.

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For aggregation, you can opt between “Zip” and “Bulk Excel”, where the latter is only available if the selected data source are “Data Points” and the selected format is Excel.

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Favorites for Resources

With ease of use being one of the core values of our platform, we introduce a new feature with version 37 that will allow users to mark Collections, Analyses and Workflows as favorites. To mark a resource as favorite, click on the icon that appears whenever you hover over the resource within a listing.

Doing so will help you navigate your most used resources more efficiently, because:

• Favorited resources appear on the top of their section in the left side panel (for collections/analysis/workflows)

• Favorited resources appear in a new “Favorites” section with a star icon.

• Resources marked as favorite appear at the top of the “All Resources” list

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Filtering

Once you have a few favorites, you can use the filtering functionality in the Workspace and “All Resources” listing views to display either only favorited items or pin them to the top of the listing:

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Only show favorited workspaces

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Pin favorited workspaces to the top

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Only show favorited resources

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Pin favorited workspaces to the top

Bi-directional Element Highlighting

To make it easier for the user to correlate content in the export preview with its source elements in the document view we introduced a new feature that allows bidirectional element highlighting.

The new behavior has been made part of the existing “Toggle highlighting” button, which additionally toggles highlighting in the direction Document → Export

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When highlighting is enabled, hovering over an element in the document view highlights the corresponding content in the export preview using yellow highlighting

Make "Run Analysis" more explicit

To improve user experience and alleviate the level of uncertainty that quite often arises when clicking Run Analysis, we are now displaying information in the button’s caption about the model version that is being used.

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By default, the information displayed and the model used to run the analysis are the ones provided by the Active model version.

If no Active model is found, a window will pop-up, allowing the user to select the model version.

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Note: The users with a “Case Handler“ role assigned can only open analyses that have the version set, so this case is granted by default.

Add Processed Transaction to Collection

To extend the use of documents that were processed with a workflow, we added a new feature that allows users with the “Automation Manager” or “Admin” roles to send processed transactions to a collection. This allows you to interactively work with a copy of fully processed documents inside a collection, extending your ability to check out and modify documents even after they were reviewed in production.

To copy processed transactions to a collection, all you have to do is:

1. Click on the transaction actions menu button (the three vertical dots)

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2. Click on the “Add to Collection“ menu entry and select the Collection you want the document(s) copied to

3. After pressing OK, all selected documents are added to the selected collection including the annotations/verification states currently present.

Note: Selected transactions that are not in the “Processed“ state will be skipped.

Concept Steps: Removed “Rule-based” checkbox and added “Text Effects” for the “Tag” Effect

In this version, the team did some clean-up of the concept step UX, removing the now obsolete “Rule-based” checkbox.

In addition, we added the ability to define “Text Effects” for concept steps set to the “Tag” effect.

Ensure the Platform Frontend is refreshed after Software Updates

In some cases, the caching mechanism of the web browser used stale frontend code after an instance was updated with a new release. This led to incompatibility issues between the Platform’s front- and backend, requiring a manual “hard refresh” by the user to force the browser’s cache to be updated.

We addressed this issue by forcing the browser to automatically fetch the newest frontend code after a product update.

Technical Improvements

“Discard all Proposals and mark as Verified” leaves annotations in Export

In some cases, the bottom page toolbar option “Discard all proposals and mark the page as verified” visually removed the shared annotations, but left them in the export. The issue has been corrected so the export is now correct.

Mouse Wheel Zoom not Working

A UI bug that was preventing zooming via the mouse wheel in combination with the Ctrl key has been fixed.

Line/Paragraph Ending Markers in Export Preview not Working

A bug that was causing the line/paragraph ending markers not to be displayed anymore when the “Show formatting symbols“ toggle was activated has been fixed in the current version.