Synergize Release Notes

• Resolved an issue where child documents were not exported with their parent documents in the Export Document Properties to CSV option [this fix or enhancement is associated with the new 16.4 Collection features that introduced the ability to export selected search results to a standard comma-separated values (CSV) file compatible with any spreadsheet, database, or productivity software (including Microsoft Excel, Google Sheets, and more), 199226, 202787, 322814]

• Improved Zoom Performance (in previous releases, the zoom percentage was reset when scrolling between pages) [202205]

• Updated the version of Microdea.WebApi.ImageService.deps.json in the Transflo Synergize API [200759, 515294]

Synergize Bulk Print 14.7 in Release 16.5 of Synergize includes the following fixes:

• Resolved an issue where the bulk print service was not attaching supplemental documents [199233, 493659].

• Reaffirmed the minimum required .Net Framework version at v4.6.2.

Synergize OCR Form Processing has been enhanced with the following update; however, an associated known issue has also been detected:

• Synergize OCR Form Processing now supports multiple users [197141].

• Known Issue: If two users save their changes at the same time, changes to a form processing template made by User B might override the changes made by User A [203246].

• New Collection Tab [197534] with email, download, export, and print functionality [155027, 322804]

  Tip: The new functionality is similar to the Collection tab in the legacy Synergize Web Explorer. See Open, Export, E-Mail, or Print a Collection of Documents.

• Export selected search results to a standard comma-separated values (CSV) file compatible with any spreadsheet, database, or productivity software (including Microsoft Excel, Google Sheets, and more) [199226, 322814]

• Resolved a bug where the tree view was taking a long time to load [(Synergize Explorer 15.3.3 and Synergize Services 15.3.2) 197005, 440460, 488537]

Synergize Bulk Print 14.5.2 and 14.6 in Release 16.4 of Synergize included the following fixes:

• Resolved a NullReferenceException bulk print error [510285, 359486, 160219]

• Resolved an issue where backup documents were not retrieved in the visual tracing [199419]

• Resolved an issue where users were not receiving certain emails [199420]

• Resolved an issue where the Detail Summary Email did not appear on completed EDI invoices [158434, 345281]

Release 16.3 includes the following new features, updates, and bug fixes:

• Document Version Control: Users can now check-out, check-in, and control document versions with the following functionality:

  • Add Checkout Document

  • Implement Check In As a New Document Functionality

  • Document check In as a version

  • Implement Check In Update Functionality

  • Implement Check In Discard Functionality

  • Add icons column in the main document grid for version control status

  • Enable document version renaming

  • Add version control options in document actions

• Document Version Control API: Release 16.3 also introduces the following API endpoints to support document version control:

  • New GET document versions API endpoint

  • Create Version Activation API endpoint

• Scroll Documents: Add Ability to scroll across documents

• Quality and Performance Enhancements: All of the following known issues have been regression tested and fully resolved:

  • An error occurred when processing a rotated page in batch split queue

  • Cannot set annotations, redactions and highlights as the document is refreshing while clicking on it

  • Area zoom feature not working properly in large repositories

  • Cannot Check in Documents Individually When Multiple Documents Are checked out

  • Cannot check out multiple documents in a non-child repo

  • Users are able to check in multi documents although not all of them are checked out

  • Grid counter is not updating after adding a document

  • Firefox browser doesn't display documents

  • Annotations are not being exported in multi checkout

  • Could not save email addresses in Synergize Explorer HTML Edition 16.1.2

  • Fixed a bug where users could not zoom a specific area or field from an image in Document Explorer

Release 16.3 includes the following updates and bug fixes in the AP module:

• The repository drop-down list should show only the AP repositories.

• Hidden fields in AP configurations should be hidden on the remittance form.

• Logging in was very slow and would often time-out.

• Save button pop-up error in accounts payable (AP) configurations.

Synergize Bulk Print 14.5.1.267 included the following fixes:

• Fixed a bug with reading barcodes

• Fixed a bug with processing TIF files

Synergize Release 16.3, 16.4, and newer releases also included the following Synergize Process Server 14.5.1 updates:

• Upgraded the Synergize Barcode Library for .NET to Aspose.Barcode.dll 23.10.0 so customers like you can create, recognize, and implement barcode solutions in the Transflo Synergize framework. You can control and process barcode heights, colors, margins, borders, rows, columns, counts, interpolation modes, and customize barcode generation properties like symbol mode encodings, error correction modes, ECI modes, and special barcode metadata. Barcode scanning is optimized by proximity for improved barcode reading, quality, speed, and performance with options that even recognize skewed or corrupted barcodes. [165118]

• Added formatting support for left alignment in the Define Variable action [162528]

• Change quality settings for MaxBarcodes to match barcode testing tools [168090]

• Resolved an issue where FTP for each file action would result in a NullReferenceException [166115, 383833]

• Cleanup Action error in SPS 14.5.0 [155576, 331495]

• Added the ability to save the entire email in IMAP in alignment with the EWS description [168928, 396018]

• Exposed the unique Message-ID from the email header description [168929, 395295]

• Fixed an execution error for Synergize Server mobile workflow lookups

• Fixed a Java issue where a user was sometimes not able to access a repository in Synergize Process Server (SPS)

Resolved the following Java issues in Synergize Web Client:

• Resolved intermittent Java web client launcher error when processing or skipping documents

• Resolved an error with grayscale documents that reduced their size to 0 when split

• Resolved color issues with JPEG signatures

• Restored performance and support for TIFF signatures

• Fixed a bug that continued to load a multi-page document in error when viewing any page (other than page one) and then switching to view the next document. [194676, 486125]

• Fixed a similar bug where Explorer was freezing when users clicked on the next document before the current document finished loading [196825, 495312]

• Fixed a bug where the Queues tab doesn't update the document number after adding, processing, or deleting a document from a queue [186910, 448608]

• Improved the fit-to-page functionality in the Document Viewer [196030, 420806]

• Corrected functionality to allow a user to upload and add the same document more than once [196520]

• Fixed a bug where email addresses were not being saved [195772, 492634]

• Fixed a regression issue that occurred when a page continues to load and a pop-up error message appears in overlay process grouping mode [196841]

Release 16.2 also includes the following bug fixes and updates to the Synergize Desktop plug-in for Microsoft Office:

• Turning off the network and turning it back on again changes the value of enabled in application.xml to 0 [191067]

• Office add-ins are not installed automatically with the installer [196326]

• Compatibility of Synergize plug-in with new version of Microsoft Outlook [169140, 418755]

• Indexing disabled after disconnecting internet and connecting again [195834]

• The Save to Synergize feature now supports files saved on OneDrive

• Fixed an issue in Synergize Explorer Lite version 1.0.5 where PDFs were not displaying correctly [164172]

Make sure you have the following set up on your server. Also ensure that it is configured properly to support Explorer and Synergize Explorer Integration:

• Windows Server 2018 R2 Standard or later

• Microsoft SQL Server 2016 or newer

• Synergize Server, Version 16.1.0.1 or later

Hardware Requirements:

• Minimum screen resolution of 1366 x 768

• CPU Cores: 2

• Memory: 8 GB

Make sure you use a system with the following minimum requirements to use Synergize Explorer:

• 64-bit Windows Operating System (Windows 10 or 11)

• Microsoft .NET 8

Hardware Requirements:

• Memory: 4.0 GB

Browser Requirements:

• Modern, standards-compliant 64-bit web browser:

  • Chrome

  • Edge

  • Firefox

Screen Resolution Requirements:

• Minimum: 1366 x 768

• Recommended: 1920 x 1080

In April 2024, Synergize 15.3.3 included the following Synergize Explorer HTML5 Edition updates:

• Workflow Mode in Split Screen Minimizes and Fails to Resize on Expansion 168736

• Queues tab should only shows the documents where the user is assigned to be the approver when clicking on the queues 170779

• Fields are not being displayed when processing multiple files in the same time 170931

• Stamping is being corrupted or not being fully displayed when opening the batch and closing it before it fully loads it 171689

• Queues tab shows shifted numbers between the queues 172225

• Document created on filter in the first login doesn't display the current date which was the original behavior 172899

• Preview tab is not updated when it is not being focused on while switching between documents in the grid 174445

• Enable Queue Field Customization in Filter Settings for Non-Workflow License Users 175329

 

Environments running 15.3.3 continued to support the following back end components:

• .Net 8 and .Net 6

• Synergize Services 15.3.2

• Synergize Server 15.3.2

Transflo is pleased to announce Synergize Explorer version 15.3.2. This update is a testament to our dedication to continual enhancement and innovation. In February 2024, Release 15.3.2 introduces customer-requested enhancements in the cloud version of Synergize moving the product closer to full multi-tenant functionality.

This release includes an array of enhancements, moving the new HTML5 edition of Synergize Explorer closer to achieving complete feature parity with the legacy Java version of Synergize. With advanced batch indexing and splitting capabilities, more refined monetary field displays, and overall system stability enhancements, we're confident that this update significantly elevates the user experience for our clients.

Dive into the details below and discover what this latest update has to offer!

 

In December 2023, Release 15.3.1 introduces a new Batch Indexing and Splitting process workflow feature in the HTML 5 edition of Synergize Explorer and includes several other bug fixes and enhancements:

• Synergize Explorer 15.3.1 now allows you to display batch indexing data and then split a document into multiple documents with one or more pages. Display Batch Indexing/Splitting with Initial Data is a key feature in leading enterprise document management systems such as Synergize, and Transflo is delighted to bring you this new feature. Synergize continues to impress new and existing customers alike with its powerful feature set, SaaS delivery model, support for true multi-tenancy in a secure cloud environment, and now batch indexing and workflow splitting process capabilities. To learn more, see Display Batch Indexing and Splitting with Initial Data.

• Synergize Explorer SMS Workflow Batch Splitting now allows you to make text annotations per indexed document.

• BSW API endpoint updates now include update batch, get batch, set batch to final status, set the batch processing status, get the next available batch, and move batch to next step.

  The TRANSFLO.BatchStatusWorkflow API endpoints are listed below:

  • PUT GetNextAvailableBatch
  • PUT SetBatchProcessingStatus
  • PUT UpdateBatchXML
  • PUT UpdateBatchXMLToFinal
  • PUT MoveBatchToNextStep
  • PUT MoveBatchToFinalStep
  • GET GetBatchByConfirmationNumber

  To learn more, see Batch Status Workflow API.

• Synergize Process Server (SPS) now includes the following updates:

  • Version upgrade to Aspose.Barcode.dII 23.1.0.

  • Bug fix for Cleanup Action Error in SPS 14.5.0

  • Bug fix for Define Variable Action (now supports left-align property)

• IBE bug fix for PDF File Decoder Exception: Wrong or unsupported image format.

• Transflo database updates:

  • Stored procedure fix for arithmetic overflow issues

  • New EMC WorkflowlndexingState table for received batches in new or existing repositories; when you create a new repository, EMC adds a new WorkflowIndexingState table.

• Bug fix for error message when clicking the Execute Lookup button in TMW Suite integrations.

• API endpoints for TMWSuite integrations have also been updated.

Requirements and Compatibility

• Synergize Explorer 15.3.1 requires Synergize Services 15.3.1 or newer.

 

In September 2023, Release 15.3.0 introduced a new Workflow Field Grouping feature in the HTML 5 edition of Synergize Explorer and included several other bug fixes and enhancements:

• Synergize Explorer HTML now includes a new Workflow Grouping feature. To streamline your workflow process and improve efficiency, you can now group documents in Synergize Explorer so that all documents with the same value are processed together in the same queue. You can update common fields that are shared among all the documents: if one field is updated in one document, all other documents grouped with that document show the same updates in that same field.

• Synergize Explorer also includes new options for viewing a workflow document in a viewer window with buttons for Fit to Height or Fit to Width.

• Synergize Explorer SMS Workflow Batch Grouping allows you to accept text annotations per indexed document.

• The Synergize Explorer SMS Add Document REST API now supports the multi-part form data content-type header.

• A Transflo Extraction and Conversion Engine image quality issue has been resolved and a fix has been applied to this release.

Requirements and Compatibility

• Synergize Explorer 15.3 requires Synergize Services 15.3 or newer.

 

In July 2023, Release 15.2.0 introduced a new Tree View Search feature in the HTML 5 edition of Synergize Explorer and included several other bug fixes and enhancements:

• 144080 [SE-3047]: Synergize Explorer HTML now includes a new Tree View feature where users can effortlessly browse and locate documents in large sets through enhanced grouping options and collapsible sections.

  • Group documents based on different criteria such as date, category, or author.

  • Collapse sections under each grouping for a cleaner and more efficient browsing experience.

  • Simplify document exploration and improve productivity with our intuitive Tree View Search feature.

• 155407 [SF-330277]: Resolved an issue with the email attachment name sent by Synergize Explorer HTML.

• 154774 [SF-324869]: Synergize Explorer HTML viewer properly centers document images.

• 154476 [SF-321680]: Improved the Synergize money field type to include auto-commas to display in Synergize Explorer HTML 5.

Requirements and Compatibility

• Synergize Explorer 15.2 requires Synergize Services 15.2 or newer.

 

 

In April 2023, Release 15.1.2 improved a few existing features. The following issues were fixed:

• SE-3237: Multiple selection was not working as expected.

• SE-3233: File name for downloading was not the same when emailing documents from the HTML 5 interface.

• SE-3232: Synergize fields with default values were not being set when saving using HTML 5.

• 147093: Workflow Document Explorer was not sorting and hiding fields as expected.

Requirements and Compatibility

• Synergize Explorer 15.1.2 requires Synergize Services 15.1.2 or newer.

 

 

Synergize Version 14.1.1 improves a few existing features in minor ways and adds more features too. In Explorer, you can add text annotations, select multiple documents for download, select and sort your filter criteria, and take advantage of integrated printing.

Add and Remove Text Annotations

Now, in addition to viewing text annotations (or comments) on a document you can add them directly through the Explorer interface. You can also remove text annotations that you added -- but not those that others added.

Select Multiple Documents for Download (or Print)

In previous releases, you could use Ctrl-click or Shift-click to select more than one document on the main search results grid. You can now choose to download a zip file of all the documents in the selected set.

Integrated Printing

You can now select multiple documents and print them directly to your operating system printing function or send them to your local or network printer. Multiple documents are included one after the other in a single PDF file. You can also print to laser or inkjet printers.

Select and Sort Filter Properties

You could already set the order and visibility of columns for your search results. Now you can sort and set the visibility of filter properties as well.

Requirements and Compatibility

Synergize Explorer 14.1.1 requires at least Synergize Server 14.0.0.6 to run.

Synergize Server 14 is compatible with the following additional products versions:

• Synergize Desktop 14.0.0.0 and up

• Synergize Process Server 14.0.0 and up

• Bulk Print 14.0.0 and up

• Synergize SimpleScan 14.0.0 and up

• Synergize Forms Processing 14.0.0 and up

• Synergize Explorer Integration 14.0.0 and up

 

With this new Synergize release (April 2019), we continue to offer best-in-class document management and process automation capabilities, with a modern HTML5 interface. Synergize Explorer gives you a modular user interface that reduces training time for new users. You can now access Synergize with any modern web browser.Version 14.1.0 of Explorer introduces workflow splitting and indexing, along with integrated email features.

Platform Benefits

• Have your users use their favorite modern browsers

• Save IT overhead by not having to manage installation of client-side software

• Enjoy the benefits of new users getting up to speed quickly with an easy-to-learn UI

Workflow Indexing with Batch Splitting

You can now split your documents with multiple pages into separate documents (similar to PDF split by Adobe Acrobat). Also, we now remember the page orientation while creating new documents.

You can design a workflow that allows you to split a batch of documents into the individual documents that were scanned. This works only for TIFF files.

While you work, you can assign properties to the newly created documents. After the first pass through the batch, you can use the splitting interface to do "re-indexing": moving pages, assigning new or corrected properties, and skipping or deleting pages you had previously assigned to new documents.

You cannot proceed with "process workflow" until all unindexed pages are addressed. If you need to find out more about where a page should be assigned, you can use Skip to assign it to a future unindexed batch.

Document Details (Child Records)

Child records are now considered first class citizens in Synergize Explorer UI application. The editing experience (on overlay) has been re-imagined and has been made more ergonomic for indexers.

Let’s assume a Trip Sheet is a main document. Trip Sheet might contain separate entries for each Proof of Delivery. Each Proof of Delivery could be considered a detail row or child record.

Integrated Email

You can now send documents as email attachments directly from the application.

One time (admin) setup in EMC is required.

Print via Email

You can print multiple documents via email if you have printers that support printing via email.

PaperCut and HP ePrint are popular tools that support printing email attachments.

Collection-Persistence

While workflow processing, we now pre-populate properties if different documents have same collection key. This is similar to the Google Chrome auto-fill feature.

Non-Workflow Indexing

For customers with no workflow license, they can edit main and children properties on overlay while viewing the full image. We have put more effort into making non-workflow indexing much smoother in this release.

Performance Improvements

We have refactored lot of code since previous releases which means improved perceived performance on UI and several underlying bug fixes.

Optimized Lookups

Cascading lookups with multiple result values had issues in previous releases. We have fixed almost all of the concerns related to lookups in 14.1.0 release.

Quick Link Launcher

There is a new module for Quick Link Integration. Now, we can hook up different TMS's to new HTML5 based product, instead of Java Client.

Additional Features

• Add documents by just dragging and dropping on grid.

• View Text Annotations, while workflow processing.

• Set a key field for a repository in EMC. A key field is something that binds multiple documents together. For example, Trip No. could be a key field that associates Trip Sheet, Fuel Receipt, Scale Ticket, and other documents together.

Requirements and Compatibility

Synergize Explorer 14.1.0 will require at least Synergize Server 14.0.0.6 to run.

Synergize Server 14 is compatible with the following additional products versions:

• Synergize Desktop 14.0.0.0 and up

• Synergize Process Server 14.0.0 and up

• Bulk Print 14.0.0 and up

• Synergize SimpleScan 14.0.0 and up

• Synergize Forms Processing 14.0.0 and up

• Synergize Explorer Integration 14.0.0 and up

Explorer 14.0.0 introduces Accounts Payable workflow with GL coding and remittance sheets. With the new Synergize, we continue to offer best-in-class document management and process automation capabilities, with a modern HTML5 interface. Synergize Explorer gives you a modular user interface that reduces training time for new users. You can now access Synergize with any modern web browser.

Platform Benefits

• Have your users use their favorite modern browsers

• Save IT overhead by not having to manage installation of client-side software

• New users get up to speed quickly with an easy-to-learn user interface

Features

[SE-1918] Allow PSG/Systems Admin to configure settings for Accounts Payable

A new configuration screen allows you to customize your data sources for multiple companies/divisions/departments, with corresponding GL accounts and vendors.

[SE-1938] Display list of configured companies (departments)

Provides a way to select the company specific GL codes and vendors, specific to whatever data source has been configured.

[SE-1940] GL Code lookup triggered by User input

As Users complete the GL entry, the company list of GL codes is used for "typeahead" lookup.

[SE-2065] AP Approval queues to default to filtering on signed in users for "my queues only" - which defaults to on

Your "my queues only| results show just queues you can process out of and, for approval queues, show only the documents assigned to you as approver.

Requirements and Compatibility

Synergize Explorer 14.0.0 will require at least Synergize Server 14.0.0.6 to run.

Synergize Server 14 is compatible with the following additional products versions:

• Synergize Desktop 14.0.0.0 and up

• Synergize Process Server 14.0.0 and up

• Bulk Print 14.0.0 and up

• Synergize SimpleScan 14.0.0 and up

• Synergize Forms Processing 14.0.0 and up

• Synergize Explorer Integration 14.0.0 and up

We continue to offer best-in-class document management and process automation capabilities, with a modern HTML 5 interface. Synergize Explorer 14.0.1 gives you a modular user interface that reduces training time for new Users. You can now access Synergize with any modern web browser.

Platform Benefits

• Have your users use their favorite modern browsers

• Save IT overhead by not having to manage installation of client-side software

• Enjoy the benefits of new users getting up to speed quickly with an easy-to-learn UI

Features

[SE-783] Customizable grid settings

Allows your users control over exactly how data gets displayed.

[SE-457] Reduced downtime with more seamless Synergize Server upgrade

Allows you to schedule upgrades to Synergize with confidence and minimum impact to your processes.

[SE-402] Grid Navigation using keyboard

Indexers and people processing many documents in a row need to be able to operate heads down without using the mouse.

Full keyboard support was added with this release.

[SE-749] Shortcut keys for overlay

The overlay, where you view one document at a time, also support keyboard navigation and manipulation of the document.

[SE-968] Ability to select queue

From both the main grid and the overlay, you can now select which queue you will be processing from.

Only those Users with access to the queue (as defined in Workflow Designer) will be able to process documents.

[SE-1256] Process Single Document

From the overlay, a single document at a time can be processed.

All prerequisite properties must be completed, as well as any questions answered, as defined in the Workflow Designer.

[SE-1257] Update Workflow Properties on Overlay

A subset of the full document properties are defined in Workflow Designer.

These are the prerequisite properties that must be provided before processing can proceed.

[SE-1457] Open Document in Workflow Mode via button click

You can start processing a document in the overlay's Workflow Mode, by clicking on the workflow icon either in the grid or in the overlay itself when it is not in Workflow Mode.

[SE-749] Keyboard Shortcuts for Overlay

Allows workflow processing on the overlay to happen completely via keyboard, increasing speed of indexing and processing documents.

Requirements and Compatibility

Synergize Explorer 14.1.0 requires at least Synergize Server 14 to run.

Synergize Server 14 is compatible with the following additional products versions:

• Synergize Desktop 14.0.0.0 and up

• Synergize Process Server 14.0.0 and up

• Bulk Print 14.0.0 and up

• Synergize SimpleScan 14.0.0 and up

• Synergize Forms Processing 14.0.0 and up

• Synergize Explorer Integration 1.0.0.49 and up