Synergize Explorer Release Notes

Use this article to evaluate your IT infrastructure readiness and review the release notes. To see this and other exciting enterprise supply chain products in action, schedule a demo with an account representative at Transflo.

 

Synergize Explorer 15.x server and client system requirements are listed below.

 

Server

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 2012 R2 Standard or later

  • Microsoft SQL Server 2014

  • Synergize Server, Version 14.0.0.7 or later

Hardware Requirements:

  • Minimum screen resolution of 1366 x 768

  • CPU Cores: 2

  • Memory: 4 GB

Client

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

  • 64-bit Windows Operating System

Hardware Requirements:

  • Memory: 4.0 GB

Browser Requirements:

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

    • Chrome

    • Firefox

    • Edge

Screen Resolution Requirements:

  • Minimum: 1366 x 768

  • Recommended: 1920 x 1080

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 1.1.0 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

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.

A screenshot of a computer Description automatically generated with medium confidence

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

Version 14.1.1 of Explorer improves a few existing features in minor ways and adds more features too. 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.

Graphical user interface, application Description automatically generated

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.

Graphical user interface, table Description automatically generated with medium confidence

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

 

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.

 

 

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 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 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 New! 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 New! 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.

 

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!

  • Batch splitting is a process designed to enhance the efficiency of document handling within a system. It involves dividing a large batch of documents into smaller, more manageable groups. This allows for more effective processing, as each document or group of documents can be indexed, processed, and tracked individually. By implementing batch splitting, the system can handle large volumes of data more efficiently, reducing processing times and improving overall workflow. Additionally, it aids in error detection and resolution, as issues can be identified and addressed on a smaller scale, rather than within the entire batch. This leads to increased accuracy and efficiency in document processing.

  • Updated the system for enhanced efficiency in receiving and processing data for document batches.

  • Implemented the ability to effectively parse and interpret data, enabling optimal indexing/splitting parameters for each document.

  • Streamlined initialization of batch indexing/splitting process, ensuring tailored processing for each document.

  • Improved tracking capabilities within the system, allowing real-time monitoring of document progress through indexing/splitting stages.

  • Added new feature for generating detailed reports, highlighting errors or exceptions encountered during processing, providing valuable insights for the document processing team.

  • Enhanced the visibility of documents loaded to Synergize via indexing and indexed through SPS, addressing previous visibility issues reported by LHF.

  • Fine-tuned the display of money fields to ensure consistency across all Synergize areas, displaying two decimal places uniformly.

  • Optimized licensing verification for users with Workflow licenses. With this update, the HTML5 version now seamlessly recognizes and validates user licenses, ensuring uninterrupted and efficient access. This advancement reflects a commitment to providing a more streamlined and user-friendly experience, particularly in license management and system accessibility.

  • Upgraded all micro-services for HTML5 to .NET 8; however, regression-testing revealed that .NET 6 remains the best required version for enhanced performance and stability.

  • Enhanced the HTML5 Explorer to show the count of documents approvable by the logged-in user.

  • A scrollbar has been newly included in the Tree View, enhancing user navigation and accessibility. This addition makes it easier to manage and navigate through large datasets or complex hierarchical structures.

  • Successfully resolved configuration-related issues in workflow mode, ensuring seamless operation even when specific forms are not set in the AP config.

  • Addressed and rectified the error occurring with the "batch split" toggle button in workflow mode, enhancing its reliability and functionality.

  • Refined the dropdown list in WF mode to maintain visibility and accessibility for users without a Cost Center, particularly when Approval is enabled in the AP config.

  • The workflow ensures seamless operation, particularly when cancelling transactions. This enhancement specifically ensures robust performance even in scenarios where the 'purchaseAmt' field exceeds three digits, providing a more reliable and error-free experience.

  • Improved the system's stability and functionality by resolving issues where Document Services Update impacted GL Lookups, ensuring smoother and more reliable operations.

  • Successfully addressed and resolved errors related to opening PDFs in a queue set to batch splitting mode in workflow mode, enhancing the system's efficiency and user experience.

  • Enhanced the GL coding tabs feature by rectifying issues with multiple lines, thereby ensuring its error-free functionality and improving overall user interaction with the system.

  • These enhancements significantly improve the functionality, user experience, and overall reliability of Synergize Explorer, bringing it a step closer to achieving complete parity with its Java version in terms of features and stability.

  • Synergize Explorer 15.3.2 requires Synergize Services 15.3.2 or newer.