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Changelog

1.40.0.0 (2024-03-15)

  • New feature: Azure File Share as File Handler

    See File Handler: Azure File Share

  • Fix PDF Archive's "Overwrite existing" option to delete existing Document Archive files

  • Maintenance / preparations for when Business Central 24.0 becomes available:

    • NoSeriesMgt codeunit replaced with No. Series - Batch.
    • Use new SecretText procedure overloads.

1.38.0.0 (2024-01-22)

  • Added support for Reminders and Finance Charge Memos:
    • The Document Archive file factboxes have been added to the Reminder, Reminder List, Issued Reminder, Issued Reminder List, Finance Charge Memo, Finance Charge Memo List, Issued Finance Charge Memo and Issued Fin. Charge Memo List pages.
    • The PDF Archive feature now supports reminders and finance charge memos.

  • Added support for transferring Document Archive files from Posted Sales Invoices to Reminders in the Transfer File Settings.

    This can be particularly useful in combination with the PDF Archive feature.

    For this, first enable the PDF Archive feature for Posted Sales Invoices to get the .pdf files archived and attached to the posted sales invoices under the PDF Archive File Category. Then set up the files from this category to be transferred from Posted Sales Invoices to Reminders.

    Now, when you sent out reminders to your customers, the .pdf files of all the relevant posted sales invoices can also be included as attachments.

    Transfer File Settings New Combinations Supported for Customer, Vendor and Reminders

  • Added support for transferring Document Archive files:

    • From Customer to Sales Documents.

      Files will be transferred from both the Sell-to and Bill-to customers.

    • From Vendor to Purchase Documents

      Files will be transferred from both the Buy-from and Pay-to vendors.

1.36.0.0 (2024-01-03)

  • Allow upload of files where the name contains the characters # and/or %.
  • Disable the Edit Category action if there are no files on the Document Archive Files page.

1.34.0.0 (2023-12-14)

1.32.4.0 (2023-12-07)

  • Fix: Do not overwrite preset category code

1.32.2.0 (2023-11-24)

  • Reverted change "Applied change which URL-encodes the request path for uploading/downloading/deleting files." from 1.32.0.0 which could lead to unexpected file paths.

1.32.0.0 (2023-11-22)

  • New feature: Document Archive Category Entity-Specific

    See Document Archive Category Entity-Specific

  • The Transfer File Settings page has been updated so that you can now only select source-target combinations that are supported/possible (instead of throwing an error for unsupported combinations).

  • Added Extensions Permission Sets tab/step to the Document Archive Setup Wizard page.

  • Applied change which URL-encodes the request path for uploading/downloading/deleting files.

  • Miscellaneuous maintenance from the development team (e.g., resolve info diagnostics from code analyzers).

1.30.0.0 (2023-09-11)

  • New feature: Custom Folder Structure

    See Custom Folder Structure

  • Added events when uploading PDF files to Document Archive:

    • wlEvpOnAfterAttachDocumentAsPdfToDocumentArchive - Raised after the document PDF file has been uploaded to the remote via the PDF Archive feature of Document Archive.
    • wlEvpOnAfterUploadDMQEmailAttachmentPdfToDocumentArchive - Raised after the document PDF file from an email sent from Document Mail Queue has been uploaded to the remote via the PDF Archive feature of Document Archive.

  • Updates to the support for transferring files from Production BOM to Production Docs.

  • Added integration event wlEvpOnAfterTransferFiles to the procedure wgFncTransferFiles in codeunit WSB_DCATransferFileMgt.

    This event allows one to hook into the moment right after files are transferred from a source to target record.

1.28.0.0 (2023-07-19)

  • Include FileHandler as field on Document Archive File records
  • Strip unsupported characters from filenames suggested by BC for the PDF Archive feature
  • Include the site ID and drive ID in error messages when a file upload/download/deletion fails

  • Added Production BOM and Production Docs as new options in the Transfer File Settings

    Transer File Settings

  • Misc. maintenance

1.26.0.0 (2023-06-27)

  • Include EnvironmentName and CompanyName as field on Document Archive File records
  • Fall back on application/octet-stream to prevent storing files with 0 kB file size after BC switched over to .NET Core in BC22

  • Updated XML documentation of public objects and procedures.

    See API Reference Docs

  • Fix for initializing SourceSubNo in (internal procedure) wgFncGetPrimaryValues (unused for standard integrations at the moment though)

  • Fix for accessing files of records that reference another drive than the one configured in the Document Archive Setup

1.24.0.0 (2023-05-12)

1.22.0.0 (2023-04-21)

  • Added PDF Archive settings to Apportunix Report Selection page
  • Fix in SharePoint Setup: Do not fetch drives if "Site ID" is empty
  • Skip uploading as Document Mail Queue e-mail attachment if the e-mail does not have an attachment
  • Added index/key to "Document Archive File" table on the "Category Code" field

1.20.0.0 (2023-02-22)

  • Implemented major/minor update release fixes:
    • Changed Edit Category action to use a category lookup page
    • If "All Users" and "User Group" are both not set, then the Permissions part is not editable
    • If Read permission is set to " ", then this category is not included in read-filters

1.18.0.0 (2023-02-22)

  • Add Document Archive files that are marked to be available for e-mail (via Document Archive Email Settings) when an e-mail is sent via Document Mail Queue (Document Mail Queue 1.24.0.0 required for this feature)
  • Archive the document report PDF attachment when sent via Document Mail Queue (Document Mail Queue 1.24.0.0 required for this feature ) (if PDF Archive features are enabled)
  • Extensibility and performance enhancement:
    • Only read the DocumentStream when the PDF Archive features are enabled.
    • Use events from the Apportunix "System Library" for getting the PDF documents

1.16.0.0 (2022-06-27)

  • Fixed bug in PDF Archive for archiving Production Order report PDF outputs.

1.14.0.0 (2022-06-01)

  • New feature: Transfer Document Archive files from Item / Resource to Purchase / Sales Documents.

    See Transfer Files

    Transer File Settings

  • New feature: Allow Document Archive files to be manually added to mails via the Email Editor page.

    See Email Settings

    Email Settings

  • Extended maximum upload size to 60 MB

1.12.0.0 (2022-04-29)

  • New feature: Transfer Document Archive files from Opportunity to Sales Quote

  • New feature PDF Archive Scenarios

    PDF Archive Scenarios

1.10.0.0 (2022-03-07)

  • New feature: Added additional built-in folder structure based on category, documents and entities.

    See Folder Structure.

1.8.0.0 (2021-11-26)

  • New feature: PDF Archive

    Automatically archive your printed and/or emailed PDF documents to your remote file storage (e.g., Microsoft SharePoint).

    PDF Archive

1.6.0.0 (2021-11-26)

Added separate manager and user permission set

Permission Sets

1.4.0.0 (2021-11-26)

Fixed issue with refreshing access token when new files are added

1.2.0.0 (2021-11-26)

Fixed loading drag & drop control add-in resources

1.0.0.0 (2021-11-26)

Initial version

Last update: March 21, 2024