Issue ID

Description

Exports

Fixed: Document exports from Work are logged as an "Export", instead of as a "View" activity.

Issue ID

Description

General

PD-348

Document folders can now be added to workspaces and folders via the:

• Work Browser right-click menu (New > Document Folder…)

• New Folder button in destination selection controls (e.g., Folder Import Wizard > Select Target Container in DMS)

PD-457

Uploads to and downloads from cloudimanage.com are now throttled to accommodate server rate limits.

PD-478

Improved handling of invalid shortcuts that the user cannot access will either result in an error or an explanation of what to do.

PD-480

It is now possible to create a new category by clicking on the New Category button in the Add Shortcut to My Favorites dialog and Add Shortcut to My Matters dialog.

Import

PD-285

The ability to create and manage an import project in Power Desktop is added. This allows to import many metadata fields for multiple folders and files all at once in bulk.

PD-470

When importing documents via the CSV Import Wizard, date/time fields in the CSV will be validated and converted using the system date/time format.

PD-482

On the Confirm Import Destinations part of the CSV Import Wizard, Workspace or Folder IDs will display in red if:

• No workspaces match the specified workspace criteria

• More than one workspace matches the criteria

• More than one folder matches the folder criteria

• No folders match the folder criteria and:

  • The default folder option is enabled and more than one folder matches the default folder name

  • The default folder option is disabled

• The folder criteria is "Folder Path" and at least one folder in the specified path is duplicated

The IDs will be yellow when:

The default folder option is enabled and:

• The criteria field (e.g., "TargetFolderName", "TargetFolderPath") is blank

• More than one folder matches the criteria (e.g two root folders have the same class)

Issue Id

Description

Export

PD-251

Fixed: Exports can no longer be saved and queued if they have no exportable items.

PD-380

Fixed: The export job viewer now displays icons for files listed in the job tree.

PD-463

Fixed: Shortcuts to containers outside the user’s preferred library can now be added to exports.

PD-469

Fixed: Closing or canceling the Export window while it’s loading a container’s contents no longer results in an exception being logged.

General

PD-263

Fixed: The Refresh right-click command in Work Explorer now refreshes the selected item in addition to its children.

PD-475

Fixed: Folders and tabs can now be added to My Favorites in Work Explorer.

PD-479

Fixed: Work Explorer now shows an error if a user tries to add a duplicate shortcut.

PD-483

Fixed: Workspace searches initiated from the library right-click menu are now added to Recent Searches.

PD-487

Fixed: Metadata lookups in Search Documents now show values from the target library instead of the user’s preferred library.

PD-488

Fixed: In Work Browser, the Rename right-click command now works with workspaces.

Import

PD-296

Fixed:

• Folder Import and CSV Import to http://cloudimanage.com now support Work's ability to dynamically create File Types for unknown file extensions.

• Supervised import on on-premises servers doesn't support leaving out the type, so it will assign ANSI to imported files that don't match an existing type.

• For Project Imports, this is handled by assigning a default file type of ANSI to any file with an extension that’s not registered in the target library.

PD-408

Fixed: The folder import wizard now displays the total count of all folders in the workspace up to a maximum of 9,999 items.

PD-414

Fixed: When a new destination on a document selection is set, the document is imported to the selection instead of the prior selection.

PD-421

Fixed: Within the CSV Import Wizard validation step, disabled users will show as invalid.

PD-455

Fixed: CSVs created by the CSV Generator are now automatically recognized by Excel as being UTF-8 encoded.

PD-471

Fixed: Container shortcuts can now be selected as import destinations. If the shortcut’s target no longer exists, an error message will be displayed.

Issue Id

Description

General

PD-348

The New Folder and Document Folder menu options are available in the Work browser or the File/Folder selection window.

PD-457

Uploads to and downloads from http://cloudimanage.com are now throttled to accommodate server rate limits.

PD-467

General improvements to the loading of page trees throughout all sections of PowerDesktop have been made.

PD-474

Upon connecting to a DMS in the Work Explorer, or after logging into PowerDesktop, a Connecting to DMS form is displayed as the system connects to the DMS.

PD-478

Improved handling of invalid shortcuts that the user cannot access will either result in an error or an explanation of what to do.

PD-480

It is now possible to create a new category by clicking on the New Category button in the add shortcut to My Favorites dialog and Add Shortcut to My Matters dialog.

Import

PD-285

The ability to create and manage an import project in Power Desktop is added. This allows to import many metadata fields for multiple folders and files all at once in bulk.

PD-470

When importing documents via the CSV Import Wizard, date/time fields in the CSV will be validated and converted using the system date/time format.

PD-482

On the Confirm Import Destinations part of the CSV Import Wizard, Workspace or Folder Ids will display in red if:

• No workspaces match the specified workspace criteria

• More than one workspace matches the criteria

• More than one folder matches the folder criteria

• No folders match the folder criteria and:

  • The default folder option is enabled and more than one folder matches the default folder name

  • The default folder option is disabled

• The folder criteria is "Folder Path" and at least one folder in the specified path is duplicated

The Ids will be yellow when:

The default folder option is enabled and:

• The criteria field (e.g., "TargetFolderName", "TargetFolderPath") is blank

• More than one folder matches the criteria (e.g two root folders have the same class)

Issue Id

Description

Export

PD-251

Fixed: The Export button will be disabled until a container has been added to the export dialog.

PD-380

Fixed: The Export All Versions window will properly display file icons like it does for Export Latest.

PD-463

Fixed: Adding a workspace to Add to My Matters or Favorites will now load the document content within the Export wizard.

PD-469

Fixed: Closing or Cancelling the Export window will not cause the system to error.

PD-481

Fixed: Opening the Export module from the Explorer now displays Loading when it opens.

General

PD-263

Fixed: The Recents Search now displays updates to Workspace name changes.

PD-475

Fixed: In the Work Explorer, right-clicking on a folder or tab from the tree will allow you to add that folder/tab to the My Favorites quick access.

PD-476

Fixed: The Security tab from the Work Explorer no longer displays the Add/Remove buttons.

PD-479

Fixed: The Work Explorer now will error if a user tries to add duplicate shortcuts.

PD-483

Fixed: New workspace searches using the library right click menu are now displayed in the Recent Searches grouping.

PD-487

Fixed: On Document search, the Metadata drop down now shows the values as per the selected library. Users can search documents for that selected library by all search criteria.

PD-488

Fixed: Clicking Rename from the Work Explorer will allow the renaming of the workspace.

Import

PD-296

Fixed:

• Folder Import and CSV Import to http://cloudimanage.com support Work's ability to dynamically create File Types for unknown file extensions.

• Supervised import on on-premises servers doesn't support leaving out the type, so it will assign ANSI to imported files that don't match an existing type.

• For Project Imports, this is handled by assigning a default file type of ANSI to any file with an extension that’s not registered in the target library.

PD-408

Fixed: The folder import wizard now displays the total count of all folders in the workspace up to a maximum of 9,999 items.

PD-414

Fixed: When a new destination on a document selection is set, the document is imported to the selection instead of the prior selection.

PD-421

Fixed: Within the CSV Import Wizard validation step, disabled users will show as invalid.

PD-455

Fixed: A CSV created by the CSV Generator, when directly opened in Excel, now is recognized to be UTF-8, and will open and display foreign languages properly.

PD-471

Fixed: Shortcuts can also be selected as destinations. If the shortcut’s target no longer exists, an error message will be displayed.

PD-477

Fixed: Exisiting folders now display in the Folder Import wizard confirmation and are skipped if duplicate.

Feature

Description

Import

 CSV Import Wizard

The CSV Import Wizard can now identify target folders anywhere within a workspace based on a relative folder path specified in the CSV column "TargetFolderPath". If any folders included in a path do not exist in a document's target workspace, they are automatically created before uploading the document..

Import jobs can now parse email metadata in EML files and set the appropriate fields in Work.

Feature

Description

Export

 Document Export

Download documents and their metadata from workspaces, folders, and searches.

PST Export

PST Export

Extract messages from Outlook data files (.pst) as MSG files while retaining the original folder structure.

Feature

Description

Import

Import Folder

Quickly import a folder and all of its content into a Work workspace or folder.

CSV Import

Import documents and their metadata into target containers automatically identified by metadata values specified in a CSV