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Welcome to the Release Notes for OnePractice 6.5. This release was authorised on 15 June 2018. This
document contains information on the release, and also details fixes included in this release.
In this document:
1. New items in this release
2. Breaking changes
3. Items resolved in this release
4. Known issues in this release
New Items in this Release
#7679 Ability to Search on any part of the client list
This feature adds to Mail, Templates and Mail Templates and means when you are manually searching for a
client, you can type any part of the client name and the application will filter based on any part of the client
name.
#6841 Single Sign-On for CCH
Instructions have been produced showing how to configure and establish single sign on for CCH iFirm in
OnePractice.
#7674 Add Custom Field Popups when user clicks send in Mail Templates
Previously, mail templates would add only data from practice management to emails. Now when you click
send, you can add custom data. This has been delivered in this release.
#7678 Terms and Conditions
Terms and Conditions were amended to support GDPR and change location of HubOne Support Website.
#6809 Templates Re-Design
Templates has a new, modern look and feel.
#6737 Add Documentation on Archive Library
Documentation has been added to aid in choices on initial document migration.
#7645 Add Documentation on MetaData
Documentation has been added on how to Create MetData Columns, Edit or Set Defaults and Edit Options.
#7572 Templates: Ability to add Client Folder
Templates now has the ability to add a new folder if one does not exist.
#7659 Scans: Add feature to increase manual documents from 6
This setting has been added under Pdf Processing Mode
7703 Website: Amend Partner Terms and Conditions
Partner Terms and Conditions have been updated
#7651 Document Exclude Columns in App Settings Table
Documentation Added
#7666 Scans: Add Ability to discard and Delete Saved Items
Feature Added.
#7652 Metadata: Allow default values for all column types
Default metadata configured in the Document Center library settings will appear across all OnePractice apps.
Breaking Changes
There are no breaking changes in this release. Customers and partners are reminded to check the relevant
terms and conditions for changes.
Items resolved in this release
Please note a significant number of the items below were discovered and resolved during internal testing, on
interim builds prior to this release. However they are all documented here for completeness.
#7561 Mail: MFA does not work with 1P
Multifactor Authentication Resolved
#7563 Mail Templates: MFA does not work with 1P
Multifactor Authentication Resolved
#7662 Document Center: Request Sign Off Feature
#7665 Scan Doctor: Change url where the download is located
#7671 Mail templates: Add custom dialog func to the Send process too
#7675 Change Licensing Message
#7689 Mail: Change email address on error notification from sales@ to support@
#7692 Templates: add very thin light grey line around the border
#7693 Templates: remove big white space or extend available templates box
#7694 Templates: 2nd tier folders can't be opened
#7695 Templates: recent documents - if nothing then display message
#7696 Templates: Order of buttons
#7697 Templates: Extend metadata box
#7698 Templates: Doesn't finish refreshing when you click menu item
#7700 Templates: edit user prompt text
#7701 Templates: Button back to Available templates page
#7709 Templates: Client name disappears when you select subfolders
#7711 Templates: Date icon doesn't appear
#7715 Templates: Hover over the cloud icon
#7729 Updated OnePractice Templates doco - missing info
#7730 Updated OnePractice Templates - can we lose page 3 - grey page with the word
Templates only?
#7731 Updated Templates Doco - missing info Section 1 Templates paragraph 3
#6861 CCH Template Manager - Postal Address fields
#7639 Mail: Add ping feature to maintain session
#7681 Mail Templates: ##Year~~Text## doesn't work in subject
#7688 Scans: Updated doco
#7691 Mail Templates: add feature for pulling recent documents without sharepoint search
#7699 Provisioning: MFA blocking Step 4
#7702 Templates: Font size
#7706 Templates: subfolder creation takes me back to the root
#7707 Templates: File did not download
#7708 Templates: I created subfolders but they didn't save
#7710 Templates: Creating documents after you've used a subfolder on a previous client
continues to save them there
#7712 Templates: Can't see full calendar
#7713 Templates: Cutting of border when custom data is added
#7716 Scans: Check for illegal @ in clients data from XPM
#7717 Mail Templates: Turn off multi client emails
#7718 Templates: update button name
#7719 Templates: update sentence
#7722 Mail Templates: O365 user fields do not work in MT
#7723 Templates: OnePractice loading logo
#7724 Templates: CCH loading logo
#7727 Mail Templates IE - preview of draft email does not load
#7728 Templates: verify templates screen doesn't fit on screen well
#7732 Templates Doco - remove word always
#7738 Templates: loading logo
Known Issues
#6656 Template Manager stuck refreshing lists
We have had a single report of this issue on a single machine and are attempting a repro WORKAROUND:
Attempt action again
#6784 OP mobile help font
WORKAROUND: None
#6785 CCH mobile help font
WORKAROUND: None
#7648 Update apps names in Sales battlecard in Partner portal
WORKAROUND: None
#7660 Mail Templates - does not save and no meta data
WORKAROUND: Attempt to save email again
#7721 Mail Templates: Dropdown error in OWA
WORKAROUND: Amend your template until error is resolved.
#7725 Mail Templates - Preview not loading in EDGE
WORKAROUND: Use Chrome
#7726 Mail Templates Preview Window loads but is empty - related Bug - 7725
WORKAROUND: Use Chrome
#7647 Provisioning: Set home page for top link in SP Portal
WORKAROUND: Manual Change Links in SharePoint if Required
#7740 Provision App: Remove Country Selector
WORKAROUND: Only use AU even for a NZ XPM Client
#7741 Provision App: Error Creating Metadata columns with defaults
WORKAROUND: Follow guidance to manual create defaults
Welcome to the Release Notes for OnePractice 6.3. This release was authorised on 23 March 2018. This document contains information on the release, and also details fixes included in this release.
In this document:
•New items in this release
•Breaking changes
•Items resolved in this release
•Known issues in this release
New Items in this release
#6732 OnePractice Guides Online - The OnePractice Guides are now located on the Software Website
#6896 MetaData no Folders View - OnePractice Provisioning now automatically creates a no folders document view to allow for easy viewing of MetaData.
#6291 New Icons for Document Center - The OnePractice Portal now has new Icons.
#6898, #6742 Templates now includes Office 365 User Fields - Templates now allows the use of Office 365 User Fields including First Name, Last Name Full Name, Phone Number, Email and Job Title of the user using
the software. Please note that a re-install of Templates is required to allow access to the more secure users details. You can find instructions at our support center here.
#6899 Templates allow multiple clients - Templates now allows the selection of multiple clients. Custom Prompts can be used but apply to all generated templates. Sub folders are disabled.
#7059 Templates Help New Location - Templates Help is now available on the HubOne Website
#6323 MailManager Globalisation - Mail Manager has been Globalised. As we expand into other territories, we can look at adding multiple languages.
#7060 Mail Help New Location - Mail Help is now available on the HubOne Website
#7061 Mail Templates Help New Location - Mail Templates Help is now available on the HubOne Website
#6171 Mail Manager Attachment Renaming and Selection - Mail Now allows attachment renaming and selection
#6688 Mail Saving Individual Email Attachments - Mail Now allows saving of individual attachments
#7039, #6991 Scan Doctor Limited to Licensed users - Scan Doctor (Beta) is limited to only licensed users
#6996 Scan Doctor Thread Count - Scan Doctor (Beta) Now has the ability to choose the number of active threads.
#6371 CCH Help Now Online - CCH help Files are now available at the HubOne Software Website
#7048 Templates Client Refresh Documentation - We have now documented Templates Client Refresh
#7094 Additional Templates Documentation - The documentation for creating templates has been improved.
#4527 Templates Cache Speed - Templates loading speed has been improved
#7001 ScanDoctor Telemetry - Telemetry has been added to ScanDoctor (Beta)
#7051 Repository Move - Our Software Repository now uses GIT instead of old TFS Version Control
#6229 Mail Queuing Encryption - Additional data has been encrypted when queuing to save emails.
#6980 Mail Background Processing - Better Background processing of moved emails implemented
Breaking Changes
There are no breaking changes in this release
Items resolved in this release
#6984 - OnePractice Sample Templates Updated
#6989 - ScanDoctor (Beta) Input Folder Change - A Change of input folder was not being retained by ScanDoctor
#7071 - Additional User Fields missing on Job Merge
#7103 - Rename Templates Application
#7342 - View Saved Documents Unreliable
#7343 - Mail: Rename Email Feature sporadic visibility
#6974 - Scans: Log File Location Update not working
#4374 - Scans: Duplicate Popups when PDFs Moved
#7038 - ScanDoctor (Beta): Remove cc after filename
#7045 - Scans: Processing multiple manual docs causes hang
#7503 - CCH Integration Guide: Step Missing
#7050 - Mail: Some MIME content causes failure to save
#7044 - Scans: Save to Scans Folder pops up wrong message
#7046 - Scans: Change Message for Processed Documents
#6995 - ScanDoctor (Beta): Crashes after 60 threads
#7007 - ScanDoctor (Beta): Remove Text from Logging and add headers
#7010 - ScanDoctor (Beta): Out of Memory Error
#7025 - ScanDoctor (Beta): Files failing to OCR
#7028 - ScanDoctor (Beta): Crash After 3400 files
#7029 - ScanDoctor (Beta): Interesting Behaviour
#7082 - SPO Management Shell New URL for Tool
#6420 - Mail: Category appears white by default
#7074 - Hire Purchase Template Error
#6843 - Mail: Open Last Location Not Working
#6863 - Mail: Category Green - Revert to Blue
#7040 - Scans: Stuck after scans from scanner
#6858 - Remove HubOne Branding from iFirm Document Manager
Known issues in this release
#6785 CCH Help Mobile Font - The Mobile font renders poorly.
WORKAROUND: Use a PC to read the help files
#6784 OnePractice Help Mobile Font - The Mobile font renders poorly.
WORKAROUND: Use a PC to read the help files
#6891 CCH Templates missing postal address fields - CCH Templates is missing postal address fields in some instances
WORKAROUND: None
#6983 Templates: No explanation for Default Field - There is no explanation what is meant by the Default Text in the documentation.
WORKAROUND: Default Text is that shown if the Field or Alternate Field are blank.
#7565 OnePractice Provisioning does not work with Office 365 Multifactor Authentication
WORKAROUND: Disable MFA for the user performing provisioning
#7563 Mail Templates does not work with Multifactor Authentication
WORKAROUND: Disable MFA for users using Mail Templates
#7564 Scan Doctor (Beta) does not work with Multifactor Authentication
WORKAROUND: Disable MFA for users using Scan Doctor
#7561 Mail: Does not work with Multifactor Authentication
WORKAROUND: Disable MFA for users using Mail
#7566 Scans: Does not work with Multifactor Authentication
WORKAROUND: Disable MFA for users using Scans
#6656 Templates: Stuck refreshing Lists - A small number of users have reported Templates getting stuck on first use refreshing clients list.
WORKAROUND: Reboot the PC and Clear the Cache seems to resolve the issue.
#6975 Scans: Using SharePoint Location as Scans Folder does not detect new documents
WORKAROUND: Always use a local folder
#6418 Migration Manager: Uses Significant time to clean a large document set
WORKAROUND: Break Document Sets into smaller chunks.
Welcome to the Release Notes for OnePractice 6.2. This release was authorised on 16 February 2018. This document contains information on the release, and also details fixes included in this release.
In this document:
•New items in this release
•Breaking changes
•Items resolved in this release
•Known issues in this release
New Items in this Release
#6847 CCH Provisioning
The production provisioning platform was modified to include features specific for CCH iFirm Document Manager. Which includes:
•The Wolters Kluwer provisioning option
•Ability to add CCH homepage icons (also relates to #6381)
•Ability to create a link to a customer's acclipse url from the homepage
•Green branding applied to the provisioned SharePoint environment
•Updated sample templates
#6848 Create OCR Solution for Scans
The team have worked on a new project, Scan Doctor. The Scan Doctor app is designed to perform Optical Character Recognition of PDF documents prior to them being consumed and processed by OnePractice Scans. A number of customers have reported that they have a number of PDF files, or regularly generate non-searchable PDF files, which Scans cannot process. Scan Doctor is able to convert these files to Searchable PDF files for OnePractice Scans processing. This solution has been developed and is currently in Beta for testing by partners prior to a slated release in version 6.3.
#6982 CCH Update for Partners
HubOne has signed an agreement with Wolters Kluwer to white label OnePractice as a new product, CCH iFirm Document Manager. This offers a great opportunity for partners to offer Office 365 licencing and support services for CCH iFirm customers that require this.
#6086 Provisioning Wizard Guide
The guidance for the Provisioning Wizard has been updated.
#6381 Creation of new OnePractice Icons for CCH
New icons for the OnePractice Portal Page have been developed to work closely with the Wolters Kluwer look and feel.
#6732 OnePractice Guides Online
HubOne has made available our new documentation library, developed for version 6.1. It is available at https://software.hubone.com/help.
#6923 Scans Upgrade to Include Other Name
Documents coming from various sources include other names for individuals, stopping Scans matching correctly. Scans now include the other name field.
#5741 Upgrade of HubOne Software Site
The HubOne Software Site at https://software.hubone.com has undergone a significant upgrade.
#6301 OnePractice Mail - Add Auto-refresh functionality
OnePractice Mail now includes auto-refresh functionality for refreshing client lists based on the schedule defined in common app settings.
#6775 Provisioning - Change to new UI Paradigm
The Provisioning application was difficult to see in extremely high resolution environments. Provisioning has been rewritten to support these common new devices.
#6870 Single Sign on for CCH iFirm
We have added documentation to enable single sign in for CCH iFirm using Azure Active Directory Enterprise Applications features.
#4542 Scans - Allow for Client Exclusion
There is a new feature in Scans which allows the exclusion of specific clients from the application. This is also stored in the settings.
#6302 OnePractice Scans - Add Auto-refresh functionality
OnePractice Scans now includes auto-refresh functionality for refreshing client lists based on the schedule defined in common app settings.
Breaking Changes
There are no breaking changes in this release
Items resolved in this release
Please note a significant number of the items below were discovered and resolved during internal testing, on interim builds prior to this release. However they are all documented here for completeness
#6884 Software Site: Version Number not showing on the downloads page
#6840 Documentation: Small wording change in documentation
#6860 Provisioning: Amend CCH tile Sizes
#6891 Templates and Mail: Opening a recently saved item - Word Error
This was due to non html characters in the file name.
#6893 Mail Templates: Amend CCH Email Sample Template
#6901 Scans: Publisher Name Amendment
#6902 Scans: Removing Clicks in Scans to file documents quicker
#6903 Scans: Window Text Change
#6904 Scans: Reprocess Documents Button Not Working
#6905 Scans: Scanning 1 Document, Popup showed 150 scans remaining
#6906 Scans: Ensuring Selected Items flow up in UI
#6907 Scans: Renaming Rules no longer persisting
#6908 Scans: Amend Tooltip on Reprocess Button
#6917 Documentation: Amend Documentation for Provisioning Tool
#6425 Templates: Amend Version Number
#6426 Scans: Amend Version Number
#6427 Mail: Amend Version Number
#6509 Documentation: Amend Spelling of License
#6518 Provisioning: Missing Text
#6518 Provisioning: Amend Step 3
#6632 Provisioning: Amend Title of Root Site for CCH
#5738 Templates: Number field type only has whole numbers
#5873 Provisioning: Multiple runs of Provisioning adding duplicate settings
#6897 Scan Doctor: Warning on Download (Need Code Signing)
#6988 Scan Doctor: Hide Secondary Menu in Scan Doctor
#6990 Scan Doctor: Add a ? Next to Output Folder
#6873 Scans: Optimisation of manual scanning to prevent issue with too many files
#6922 Scans: Switch of Append and Prepend Words
#6964 Scans: Resolution of Log File where comma in customer name
#6965 Scans: Add warning if PDF is Open
#6970 Scans: Ensure Vendor Icon and graphics showing
#6971 Scans: Re-enable theming
#6972 Scans: Resolve BAS Processing Issue Reported by Partner
#6973 Scans: Add Clearer Message for documents already processed in manual mode
#6977 Scans: Wolters Kluwer Version Green from First Launch
#6978 Scans: Text for Client Refresh frequency missing
#6994 Mail: Blue Catgeory not saving to Master Category list for users with multiple accounts
#4579 Scans: Scans crash when opening on two Windows 10 devices
#6213 Mail: Amend Error Page to be more insightful
#6786 Mail: SharePoint Lists Add Primary Contact not working
#6814 Mail Templates: Grammar and Spellcheck issue with standard templates
#6857 Templates: Job Templates for CCH
Resolved as By-Design waiting for additional API features from WK
#6859 Provisioning: Disable requirement for check-in and check-out for all sites
#6918 Scans: Add commentary on software site to recommend uninstall and reinstall of old SDM for new Scans
#6961 Scans: Issue with too many scans
#6826 Provisioning: Badly Formatted
#6823 Provisioning: Text Squashed
#6822 Documentation: Amend Portal Provisioning Tool Text
Known Issues
#6784 Amend Help Font for Mobile Help
The help font on mobiles is not standard.
WORKAROUND: None
#6785 Amend Help Font for CCH Mobile Help
The help font for CCH Mobile is not standard
WORKAROUND: None
#6995 Scan Doctor Crashes after >60 threads
If Scan Doctor starts too many threads, it enters a race condition.
WORKAROUND: Use the Thread setting to reduce the number of threads used
#6960 Templates: App gets stuck on 1st use for the day
There have been a small number of reports (less than 5) of templates not refreshing on 1st use.
WORKAROUND: Wait 2 minutes and refresh the browser
#6975 Scans: When using SharePoint or OneDrive as scans location, no popup
When using SharePoint or OneDrive as the Scans folder for Scans, the manual popup may not appear
WORKAROUND: Only use a standard local folder as your scans location
#6240 Mail: OnePractice Category appears white
There have been a small number of reports (less than 2) of the Mail category appearing white
WORKAROUND: Open Master Categories and add the category manually
#6527 Migration Manager using legacy licensing
This does not affect end users or partners
WORKAROUND: None
#6656 Templates: Stuck Refreshing lists
There have been a small number of reports of templates getting stuck refreshing lists. We are investigating
WORKAROUND: Wait 2 minutes and refresh the browser
#6157 SharePoint: Need a method to list and checkin all checked out files in large library
In a large library there is no simple method to list and checkin all checked out files. This is a SharePoint Limitation. We are investigating a solution.
WORKAROUND: None
#4808 SharePoint Search
Clients are reporting difficulty using SharePoint Search, Whilst some is user education, use of metadata eases this problem.
WORKAROUND: Use Metadata to filter documents even in large lists. Ensure indexing is enabled. Contact us if you need assistance with large lists
#6353 Document Center OneDrive Permissions Error
Using Files on Demand in Windows 10 Build 1709, some users are reporting issues having read-write access to OneDrive
WORKAROUND: Remove Mandatory MetaData and Check in/ Check Out
#6418 Migration Manager takes significant time to clean.
On Large document sets with limited RAM and Processor, Migration Manager takes significant time to clean files
WORKAROUND: Run on a large Azure Server
The following were changes in version 6.1
•General
o#6597 - Hosting of Swagger and Flow files on hubone.com for easy download
•Documentation
o#6383 - Definition of Look and Feel for CCH
o#6544 - Migrator Documentation
o#6622 - SharePoint Site Documentation
o#6367 - Scans User Guide
o#6376 - Provisioning User Guide
o#6162 - CCH iFirm User Guide
The following were changes in version 6.0
•General
o#4484 - Update Partner Portal Sales Kit with Hyperlinks
o#4563 - Update Partner Program Program Details Page
o#4564 - Update Partner Program Sign Up Form
o#4565 - Update Become a Partner Page
o#4566 - Map Registration Process from www.hubone.com to partner portal
o#4567 - Update FAQ Page for Partners
o#4568 - Update www.hubone.com for partner page registration
o#4569 - Obsolete Bug (Refers to old Partner Portal)
o#4570 - Resolve issue with website Performance
o#4571 - Move Support Forums from Website to https://hubone.freshdesk.com
o#4572 - Update Knowledge Base Page
o#4845 - Resolve Issue with Contact Information in Partner Portal
o#4844 - Obsolete
•Overall Software
o#6073, #6148 - Release of new MetaData Documentation
o#6123 - SharePoint Lists - Add Family Group as Default Column
o#6214 - Add Additional Telemetry
o#6230 - SharePoint Lists - Add Primary Contact Title Column
o#6265 - Add Telemetry logging to SP Lists
o#6317 - Software Naming Rebrand
o#6333 - Added OneNote to the types of Document that can be created from the New Button
o#6142 - Add New Settings (Populate Clients, Populate Groups)
o#6152 - Check for ClientGroup Setting and Add MetaData
o#6160 - Amend Behavior of Client and ClientGroup Columns
o#6161 - Add Manager and Partner Fields and Per Client and ClientGroup
o#6174 - Change UserAgent for XPM and WFM Integration
o#6224 - Explain Mandatory MetaData in Documentation
o#4552, #4554, #4555, #4556, #4557, #4558, #4560 - Multiple Documentation Bugs
•OnePractice Scans
o#3213 - Integrate Scans with Licensing
o#4504 - Cater for LastName, FirstName and FirstName LastName combinations
o#5132 - Add Visual Indication of outstanding failed scans in the Upload Window
o#5133 - Configure Installer to create Desktop Shortcut
o#6218 - Ensure UseCustomGroupMetaData Setting working as designed
o#6219 - Update File Renaming Tool to allow custom appended words to be prepended
o#4815 - Resolve Issue with New Adobe Acrobat Preview Crash
o#6147 - Resolve Issue with Date MetaData
o#4377 - Duplicate Pop Up Windows
•OnePractice Mail
o#4529 - Push Saving Process into Background Queue
o#5130 - Item ID Sometimes Missing if Client Moves Email to quickly. Add Warning
o#6142 - Ensure Autoselected Clients show the Subfolders Button
o#6208 - Resolve issue with multiple comma delimited primary contact email addresses
o#6260 - Add Notification Email for failed emails
o#6261 - Secure Queue Dashboard
o#6356 - Resolve issue with IE and Edge not refreshing on Schedule
o#4481 - SharePoint URL not Saving
•OnePractice Mail Templates
o#6190 - Resolve Client Selection Issue when using SharePoint Lists
o#6225 - Amend Software to more gracefully handle Non printable characters
o#6226 - Amend to handle Spellcheck Formatting
•OnePractice Templates
o#5873 - Copy to Clipboard not working after Google Chrome Update
o#5993 - Remove Full Postbacks on Buttons to avoid iFrame Issue
o#6191 - Render Custom Dialog Fields in Headers and Footers
o#6296 - Resolve Download issue for SP Lists Jobs
o#6297 - Make Intent of File to Client and Donwload File Clearer to End User
o#6400 - Add Auto Refresh Functionality
o#6326 - Add Client and ClientGroup as Template Fields
o#6328 - Resolve issue populating Partner and Manager Fields from SP Lists
o#6352 - Ignore hidden Sheets in Excel Worksheet
o#5752 - Add Caching by Tenancy and Doc Center URL Enabling Multi Environment Scenarios
o#3969 - Add DocumentID Functionality
•OnePractice Provisioning
o#5930 - Add Option to Auto Create Client Folders
o#6192 - Update HubOne Test Key in Provisioning
o#6337 - Add List Refresh Frequency Setting Option
o#4328, #4449 - Amend Support Tile to Navigate to https://hubone.freshdesk.com
o#6140 - Make MetaData Columns Searchable
•OnePractice iFirm Integration
o#6217 - Resolve issue with Flows for specific customer
•OnePractice Migration
o#6259 - Add '_' to file checking rules
o#6118 - Update due to SharePoint Client Release
o#4991 - Resolve Issue with Large File Sets (Answer Reduce Size of File Set on RAM Limited Machine)
Known Issues
•#6353 - Document Center Sync with New OneDrive (Windows Build 1709)
When using the new OneDrive Client to Synchronize the Document Center, you may find a "Lock" icon next to your files.
WORKAROUND: Remove Versioning, Mandatory Fields and disable the Content Organiser. The lock will disappear.
•#4579 - Scanned Document Manger Crashes when opening in Windows 10
When using an older version of HubOne Scans, it may crash when opening in Windows 10
WORKAROUND: Download the latest version from http://software.hubone.com
•#4808 - SharePoint Document Center Search
A small number of users have reported issues using SharePoint Search.
WORKAROUND: In advance of new documentation, please train users in SharePoint Search
•#6213 - Mail Error Messages are not very insightful
Error messages from Mail as cryptic and not helpful
WORKAROUND: Report all errors to us.