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Full Circle Systems is pleased to announce the release of DocVue Version 7.3. The primary focus of this release is to improve the efficiency of processing invoices and other documents through DocVue’s integrated scanning and workflow approval process. New functionality has been added to the DocVue forms functionality. In addition to header and footer details, line items can be captured at scan time and released into the DocVue form. The DocVue form now has the ability to perform look ups and validations against the accounting system and to release the information directly into the AP entry screens.

Significant workflow enhancements include the ability to un-claim inbox items, specify the order of follow-on workflows, re-initiate a workflow without disposal, specify inbox paging, and customize the system column display. A variety of other features and bug fixes are also included, as well as support for new Windows environments.

These exciting new capabilities are a result of listening to you, our customer and creating ways to further automate and streamline your processes. We are committed to continually enhance our product, bring you new process efficiencies, and enable you to do more with less in these tight economic times. I encourage you to investigate the ways these new features can help your organization become even more efficient. Please contact our sales group for more information or to schedule a demonstration of DocVue 7.3.  They can be reached at (303) 697-9045 or at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Thank you for your business and support. We look forward to a continuing partnership with your company.

Sincerely,



Beth Trammell
President
Full Circle Systems

DocVue Version 7.3 Release Notes

(Download 7.3 Release Notes as pdf)

Introduction

Full Circle Systems is pleased to announce the release of DocVue Version 7.3. The primary focus of this release is to improve the efficiency of processing invoices and other documents through DocVue’s workflow module.  New functionality has been added to the DocVue forms functionality.  Line items can be captured at scan-time using the Kofax Transformation Modules (KTM) and released into the DocVue form.  The DocVue form now has the ability to perform validations against the accounting system and to release the line item information so that it can be automatically loaded into the AP entry screens.

Significant workflow enhancements include the ability to un-claim inbox items, specify the order of follow-on workflows, re-initiate a workflow without disposal, specify inbox paging, and customize the system column display.  A variety of other features and bug fixes are also included, as well as support for new Windows environments.

Windows Authentication

• Windows Authentication – DocVue users that are logged onto the Windows network will be able to launch the DocVue client without having to provide a password.  The DocVue user name must match the Windows domain login name.

Scanning Enhancements

• Release of Line Items into the DocVue Form – KTM has the ability to capture header and line item information.  In previous releases only the header fields were released into DocVue’s index fields.  With DocVue 7.3, the line item information can now be released into DocVue and can populate the DocVue form.
• Real time “Rubber band” OCR functionality – allows users to manually draw zones on an image and automatically populate index fields with the data recognized within those zones.

Workflow Enhancements

• Inbox Paging – When DocVue workflows are set up using an expediting step, the user’s inbox can get quite large.  The large size of the inbox impacts client performance.  Paging has been added to the inbox so only a limited set of items will be displayed for processing.  The user will be able to sort the inbox to bring the items they want to process to the first page.
• Inbox System Columns - When viewing the inbox, each individual user has the ability to customize the system fields that are displayed.  By selecting or deselecting a check box, the inbox display will allow the user to show or hide the system columns.
• Display Alternate in Inbox - The inbox will now indicate when a person has an item in their inbox because they are an alternate for another user.
• Unclaim Items – When using DocVue pools it is possible for users to select items that belong to other users within the same pool.  In previous versions of the product, they needed to send these items to others through commenting and then approve them forward.  In DocVue 7.3 they will be able to unclaim an item which will return the document to the shared pool so that others can view it and claim it.
• “Away” functionally modified so claimed items are available to alternate – In previous versions, when a user had claimed items in their inbox and then set their away notification, those items would remain in their inbox.  This has changed so that all items in a user's inbox will be made available to the alternate user if the away notification has been set.  The items will be marked as "claimed" so that the alternate user will be aware of the status.
• Reinitiate without Disposal - In previous versions of the product, an item that gets launched into the wrong workflow needs to be disposed out of the workflow and then be manually re-initiated onto the correct workflow.  In DocVue 7.3, the item can be rejected back to the initiation step and the users in the initiation group will be able to re-launch the invoice to the correct workflow.
• Ability to Order Follow-On Workflows – In previous versions of the product, follow-on workflows were presented to users in a random order. In DocVue 7.3 the administrator who sets up the workflow has the ability to configure the order in which the workflows are presented to the users.

Advanced Form Enhancements for Line Items

• Line Numbers – Line numbers are added to the form to make it easy for coders to see how many transactions they have entered.
• New Rows – A down arrow or a tab at the end of the last row will create a new row.
• Display Header Fields - The header field values will be displayed at the top of the form.
• Data Copy – When a new row is added the data from the row above will be copied into the cell when the user enters the cell. They can either accept the value or enter a different value.
• Sorting - The line items can be sorted by any field in the form.
• Allows Lookups to the Accounting Database - Lookups can be run against Excalibur or Bolo.  For each field to be validated, the user can put in up to two values in a search dialog box.  For instance, you can search on an account number, an account name or both in order to return the lookup data.
• Amount Validations – The amount fields in the form will be summed and compared to the invoice total header field value.  The total will be displayed in red until the amounts match, and then the value will be displayed in green.
• Import - Data from an Excel file can be imported into the DocVue form.
• Export –The form data will be saved to an XML file in the correct format to load into Excalibur or Bolo.

Bug Fixes/Minor Enhancements

• Workflow History - The workflows in workflow history will be displayed in reverse chronological order – most recent to oldest.
• Context Maintained Across Views - If you select rows in the search results view, they will remain selected if you switch to another view.
• Related Documents - In the workflow options screen, only the current version of a related document will be displayed.
• Not Equal Search Operator – A ‘not equal’ search operator has been added to the search tab.
• OK Button Removed from Processing – When processing an item in the inbox, the user will not have to click on the OK button to proceed.  If the item processes successfully, the user will be returned to the inbox.