Release Notes for WEB 9.1

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1 Release Notes for WEB 9.1

2 This is a quick guide to what is new in WEB 9.1.X Add document preview to folder content popup from Dashboard, Folder Search and Workflow Redesigned the Folder Content popup. Folder content popup now contains an area for document preview. Also, the popup is now maximized in the window. Change and save Folder Search by and Reference index Add the ability for the user to set what folder index to use for Search By and Reference. In Cabinet tab - Search using Begins with, Contains, Ends with and Equals (in Sort By and Reference Index)

3 Add folders count to Cabinets drop down and document count to Folder drop down. Remove Add tab Import, New and Scan capabilities were redesigned under the Cabinet tab to better support cabinets with a large amount of folders. The Add tab was redundant and was therefore removed. The redesigned commands automatically files to the current folder instead of requiring the user to select Cabinet and Folder.

4 Add Restrictive Template Support (Tab specific) to New, Import and Scan document commands Restricts what templates are displayed when adding, importing, or scanning documents into SAFE. Note: The new design allows the user to limit the templates displayed by selecting a specific Tab. Show number of documents for each tab in the Tab drop down on Cabinets Tab Simplified Import User Interface The number of steps required to import a document has been reduced. Clicking highlighted area in the below image will automatically open explorer (browse to document) dialog and upload selected document when the Open button is clicked.

5 Forward item in workflow Added Forward support for Manually Routed items.

6 Cabinet SAFE and WEB Requirements Client Systems (SAFE & SAFE CLOUD) PC running Windows Windows 7; Windows 8 (all 32 or 64 bit) Sufficient RAM to run the operating system efficiently: 3GB recommended 400 MB of free hard drive space minimum resolution with more than 256 colors. Connection to the server via LAN, WAN, VPN or Internet.NET 3.5 Framework, SP1 Corresponding Software* to access the various data files being stored (Microsoft Word, Microsoft Excel, WordPerfect, Adobe Acrobat, etc.) *Cabinet manages data in its native format and includes software viewers for several different file formats; for full-editing capability, clients need to have the corresponding application software installed on the client system. LAN/WAN Connectivity LAN speeds of 100 Mb minimum with Gigabyte connection to the server WAN connectivity of 512 KB minimum upload and download Secure connection with firewall/vpn Scanners Twain compliant/compatible scanner. Recommendations include Fujitsu, Canon, and Kodak. Note: Fujitsu ScanSnap scanners do not support TWAIN. Server (SAFE) Windows 2008R2/2012 Server with NTFS file system. Pentium 4 1GHz or higher (Windows 7 Ultimate can be used for peer to peer networks with fewer than 10 connecting devices) Appropriate RAM to accommodate the number of connected users Hard drive storage to accommodate the estimated data volume. SCSI RAID 5 or RAID 10 recommended but not required. 20, x 11 pages per 1 GB storage space typical. External HDD NAS, SAN, or equivalent network storage (USB Drives, Memory Drives, etc. are not supported). Microsoft SQL Server 2005 SP2 /2008/2012 or Microsoft SQL Server Express 2005 SP2, 2008 or 2012** Sufficient resources to accommodate the desired number of users

7 .NET 3.5 Framework SP1 Sufficient hard drive space to accommodate the index data files *** ** Solution depends on data volume and number of connected users. *** Varies based on the number of documents indexed. Estimate double the storage volume of the storage server. Backup and Replication Server (SAFE optional) Recommend fully redundant storage server for fail-safe backup and replication (If access to data is mission critical and downtime must be minimized) Tape backup with sufficient capacity for complete data set Backup software with SQL Agent Optional offsite remote backup via internet backup WEB (when used with SAFE) Web is included with SAFE & SAFE CLOUD Server Pentium 4, 1GHx or higher Microsoft Windows 2008 Server, Windows Server 2008 R2 SP1, Windows Server 2012, Windows Server 2012 R2 IIS versions are dictated by the server OS, (IIS comes with server OS) Microsoft.NET 4.5 Framework SAFE version 9.0 or later SSL Certificate

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