Release 3.57.0 - 24 Apr - 25 Apr 2019

Fix for invalid output to target field from truth table.

Fix for target created via a dynamic form which was not displayed on the dashboard due to expected levels not being assigned.

Fix in Date Range and Activity v2 where when manually sending a reference the document attachment did not generate.

Users were unable to open password protected document packs because of an error telling them they required an updated version of Acrobat. This has been fixed.

Fix for issue where password protected document pack being opened caused error to be displayed indicating signature issues.

Fix for issue in Date Range and Activity v2 where using one of the contact options: "you may contact the referee from date" prevented the criteria from being completed despite all references being returned.

Fix for client specific problem where they experienced inconsistency of data in a particular field between a report generated via the Data and Analytics Connector and the live production system.

We have carried out work to prevent deadlocks during background sequence processing. This will have no visible effect but should improve system efficiency.

Fix for issue where a relational target and person target were created with the same dynamic form but the person fields were not populated in the target record.

We have added a new criteria response type: Document Generation v2.
This response type allows the generation of a document from a
template but auto-completes without interaction of any kind from a system user or target. Documents generated in this way have all the attributes of documents generated by the original Document Generation response type ie full use of merge fields and can be included in document packs, etc.

We have added a new criteria response type: Document Signature. This can be used in conjunction with the above new feature. It allows you to select a Document Generation v2 criteria and then select target, patron or specific user to be responsible for signing the document. The use of two or more of this new response type criteria will allow a document to be signed by two or more signatories.

We have added a new criteria response type: Dynamic Form. The criteria set up allows you to select a dynamic form. The action can only be for a target. The task is presented to the target on their portal. When they click the Complete button the form loads. When the target submits the form the criteria auto-completes and is shown as set to pass i.e. green on the user dashboard.

We have added the ability to merge Webcheck file ID and File URL. In addition you can now merge target notes by category. These merge fields can be used in documents and API calls. They are accessed in the usual way by right clicking on the html editor fields.