New Features and Enhancements
FileBound 8.3 release focuses on FileBound’s foundation and enhancements to flexibility, scalability, and exceptional performance through key architecture updates.
FileBound 8.3 takes a major step forward in enhancing both the performance and user experience of our platform, delivering a suite of new features and improvements designed to help you manage your workflows with greater ease and efficiency. This release reflects FileBound's ongoing commitment to innovation, directly incorporating feedback from our users to ensure the platform meets the dynamic needs of modern workplaces.
They've significantly enhanced performance across key areas such as Web Viewer, Assignments, and Search, making the platform faster and more responsive. Customization has also been elevated with improved functionality for the additional fields included in the 8.2 release, empowering organizations to tailor their FileBound environment to better meet specific operational needs
FileBound 8.3 Product Release Webinar
John Ellis and Brandon Cummings hosted a webinar on Dec. 4, 2024, to review the updated features in FileBound 8.3 and walk through live demos.
Enhanced Speed and Performance
General Updates
FileBound 8.3 introduces significant performance upgrades across its core functionalities, including Search, Assignments, and Web Viewer. The time required to perform searches, process assignments, and execute actions in the Web Viewer has been significantly reduced, giving our users some valuable time back. Additionally, skeleton loading interface enhancements now provide instant feedback, ensuring users have a responsive and intuitive experience.
Web Viewer (Beta)
A redesigned version of the Web Viewer has been developed to significantly enhance user experience. This new version delivers improved speed and performance, particularly when working with high-volume dividers, separators, and line items
Progressing to streamlined systems including sunsetting Windows Viewer
With the major improvements to the Web Viewer, FileBound is retiring the Windows Viewer from its primary interface. While the Windows Viewer will remain accessible via a plug-in, it will no longer receive support, prompting a shift toward the newly redesigned Web Viewer.
Optimized database architecture
To further improve speed and performance, the database architecture has been updated to refine how data is processed. A newly developed SQL script empowers System Administrators to manage historical data more effectively, identifying and removing unnecessary data that could impact performance. However, caution is advised when using this tool, as deleted data cannot currently be recovered.
User Experience and Quality of Life Improvements
Additional fields
Building on the enhancements introduced in version 8.2, we have further refined the functionality of additional index fields and added support for them in E-forms and Workflow. These fields now support configurable file and field security settings, and like the original 20 index fields, they are fully searchable and auditable, providing greater flexibility and control
Document Journal
Users now have the ability to edit or delete comments in the Document Journal within 15 minutes of posting them. This update marks the beginning of several planned improvements to the Document Journal in upcoming releases.
Site OCR
A dedicated OCR page has been added under Main Options, replacing the need for the Site OCR automation process. This means automation events are no longer required to process OCR. Additionally, the page allows Administrators to monitor the number of documents currently in the queue or those that have failed.
Indexing Queue, Recycle Bin and search enhancements
The individual and Select All checkboxes are now available for option list fields during a File Search in the Indexing Queue, the UI text for the Recycle Bin has been updated to indicate a maximum of 50 pages can be deleted at once, and a “Loading“ message now appears when navigating through pages of Global Search results.
Workflow enhancements
An error message now appears when a workflow name exceeds 50 characters, workflow step names are limited to 50 characters, and a minimum escalation time of 15 minutes has been implemented in workflow escalation configuration.
Dynamic regional compatibility and date masking
FileBound 8.3 further enhances usability with browser-based date format masking. This feature automatically adjusts date formats based on the user’s location, simplifying data entry and eliminating potential confusion caused by regional differences in date representation.
Assignments and Clipboard enhancements
A “+” now appears next to workflows on the Assignments page when multiple steps are present, assignments can be exported from the main node on the Assignments page if there are multiple workflow versions, and labels for the Separator and Divider fields on the Clipboard–View Barcodes page are now right-aligned.
Documents and forms enhancements
A “Loading“ message now appears when uploading large documents, non-admin users with full access can delete documents from separators and dividers (while read-only users cannot), file data can be updated after submitting an anonymous form, and a warning message about the potential loss of previously submitted data is now shown on the Properties tab for Project Link controls in the Forms Designer.
User Experience and Quality of Life Improvements
API enhancements
The API has been updated to ensure users cannot be added to deleted groups
Administration enhancements
The Destruction Date was removed from the Property to refine the drop-down list on the Classification Rules tab in Record Series configuration.
The System Emails field was removed from Main Options–General Settings (now controlled by the “System Email Override” f ield in the Branding table).
The Enable Cookies option was removed from Main Options–Security Settings, disabling auto login.
Password history is now saved, preventing users from reusing any of their last eight passwords
Now your teams can collaborate to keep work flowing smoothly with access to the content they need, right at their fingertips.