What's New?

View downloaded Attachment; resolved an issue where Attachments without an appended file type would not open when downloaded via the main download button. Attachments without an appended file type can now be opened.

Key Points:
1: An attachment can be downloaded by clicking on the blue Download button that sits above the preview pane. Note -using this button automatically includes the Attachment Title.
2: Click on the attachment so that is showing in the Preview pane and then click the blue Download button.
3: The Attachment will then be available in your Downloads folder with the Attachment Title.
4: Note; Where the Attachment is downloaded from either the expanded (opened in a new tab) view, or from the Download button inside the Preview pane, the Attachment Title is not automatically captured.

Document Attachment Preview of .msg files. Resolved a rendering issue of some character content in the Attachment preview where the content was sourced from outlook.msg files.

Document content containing unicode. Resolved a rendering issue in (pre 10/10/2024) document content containing Left-To-Right-Mark unicode showing as #x200e for example.

In Document Links and Notes, when creating Links or assigning Entities to Notes - Entities are now listed alphabetically by Entity Type then Entity Name/Title.

Key Points:
1: When selecting Entities to create Links, Entities are listed alphabetically by Entity Type then Name/Title.
2: When assigning Document Notes to Entities, the Entities are listed alphabetically by Entity Type then Name/Title.

Replacing Document Content; Replacing an existing Document's content by importing a new file over the existing content, could produce an error message and remove some of the Document details. This issue has been resolved and Document content can be replaced without errors.

Settings last modified date; In Settings, the last modified date of some setting's values were being automatically updated on each ModalConnect release. This issue has now been resolved and will not update from this point forward unless the value has been manually updated.

The date & time format of spreadsheets - xls & xlsx, added to ModalConnect as Document content, can now be standardized in the Configuration settings.

Administrator Note: please set the Default Spreadsheet Date & Time Format via Settings > Configuration Settings > Default Spreadsheet Date & Time Format.

Key Points:
1: The Date & Time format shown for xls & xlsx spreadsheets added as Document content can now be managed in the Configuration Settings.
2: Specifying the Date & Time format ensures standardization of the variable formats in spreadsheets.
3: Once the format has been set in the configuration setting, it will update date & time formats in both new and existing xls & xlsx spreadsheet content.
3: The Date & time format in spreadsheets added as Attachments, retains it's original format.

View all Documents - On the all Documents page, an issue existed which resulted in Documents created 'Today' not showing in results.

Now, with either Today or today's date selected, results show Documents created 'Today'.

The Sort button sits above the Entities list, click to open and select to sort A-Z or Z-A. Entities are then ordered by Entity Type and then by Entity Name/Title.

The sort can be applied whether or not the Document is in Edit mode.

Note: The sort function does not apply to the Suggested Entities list.

Key Points:
1. The default view shows Entities (of all Types) in the order the Entities were added to the Document.
2. If sorted, Entities are ordered by Entity Type and then by Entity Name/Title.
3. To include newly added Entities to the sort list, re-sort the Entities list.

View All Files - resolved an issue on the all Files page where only the first 10 Files could be viewed.

The list order for Note Types and Tags (which previously defaulted to ascending), can now be customised in Settings.

To change the order, open Settings and select Notes or Tags and simply click on the dots in the far left column of the required Note or Tag and drag and drop up or down to reposition - or just overwrite the current order with the number for the required list order.

The customised order will now be reflected in the Notes and Tags list in both Documents and the Entity Profile.

Key Points:
1. The list order of Notes and Tags can now be customised in Settings.
2. This provides the ability to present Notes or Tags in an order that best suits your Organisation.

When viewing ModalConnect via a Mobile device and using the back button to return to Search, the previous search results (from the current session) are retained.

Resolved a Search issue in the Add Entity window where a 'No Results' and/or 'Time out' message showed over the top of results.

Update Empty Owner details in User Profile: Resolved an issue where the First and Last Name values for Users who logged in to Modal before being added as organization Users were not saved, resulting in empty Document owner values for those Users in the All Documents list. Now the User Profile can be updated. When editing a User or clicking the save button in the Edit User prompt under the organization's Users tab, the system re-fetches the user’s details and updates the first and last name fields. The First and Last Name can then be used to search for a Document Owner and shown in the Owner details on the All Document list.

Key Points:
1: The User Profile can be updated in the Organisation Users to capture First and Last Name.
2: On the All Document list the Owner details (of an updated User Profile) are populated and Documents can be searched by Document Owner by First and/or last Name.

• View Suggested Entities; this function has been optimized to improve loading time.
  • To view Suggested Entities, click-select the View Suggested Entities button to load the Suggested Entities as required.
  • The 'No data to display' and 'Save the document to view suggested Entities' text has been removed.

• Key Points:
  To view and load the Suggested Entities list, click View Suggested Entities
  Whenever the Document is saved after adding or editing content, the Suggested Entities list is cleared as the content may have changed.

  

• Document save button; resolved an issue where the Document Save button would not activate on importing a new Document unless edited.
  
  
• Attachment Delete button visibility; resolved an issue where the attachment delete button was not visible particularly when viewing on a smaller screen such as a laptop.
  
  
• View Document with Entities with a label/title over 254 characters caused an error message. Resolved an issue where viewing/opening a Document that had an Entity with a label/title over 254 characters caused an error.
  
  
• Entity Date/Time property; resolved an issue with saving a customised Date/Time property.
  
  
  

Additional filters have been added to the 'All' Documents page for searching the Documents list. These include:

• Date range filters for the 'Document created start date' and
• 'Document created end date' with a default setting of the current month.
• A 'Document Owner' filter has also been added. Enter the owners First and or Last name (not case sensitive).

Key points: These filters can be used either individually or in combination with any other filters.
The Document Owner only shows for users with an active (current) user account with full AD details including a First and Last name.
The created date is the date the Document was added in ModalConnect, as this field is editable in the document it may differ from the date shown.
Where a Document owner no longer has an active account, the Document Owner is reassigned to a System Administrator and the created and updated dates currently show the date this occurred.

To learn more about the All Documents page filters and results see the 'View All Documents' article in this topic Find Documents

• The Document Title is now automatically captured when saving a Document from the print mode to PDF, where previously the saved PDF title defaulted to 'ModalConnect'.
• Document Printing; resolved a formatting issue where the Document Entity names and Links details were overlapping.
  Note: A formatting anomaly noted where text such as the letter I is shown in bold font throughout the Document. This is due to some PDF viewer settings in the browsers. If this occurs, try saving the Document as a PDF first then print from the saved PDF. Another option is to use a PDF Viewer where you can disable the 'Enhance thin lines' function like Adobe Acrobat.
• Entity Profile Document Visible count variations is now resolved.

The 'Task List Report' can now include additional details for Tasks Time Elapsed calculations. Instructions can be found in the Reports Help Topic.

Alphanumeric sorting has been applied to Note lists (by Type) and Tags in both Documents and the Entity Profile.
Notes of the same Type are further sorted by Creation Date (older to newer).

Resolved issue: This issue related to visibility of the Entity Profile where an Entity created in a Private File is subsequently added to a Public File.

Additional report design features have been added to allow for filtering and grouping of Entities by Tags.
There are 2 new stored procedures available for this Report; TagListByEntity and TagLookup

Resolved issue - Suggested Entity highlight

Resolved issue: When selecting a Suggested Entity the Remembered Term was not always highlighted within the document text.

1. Text moved inside the Success message
2. Contacts placement
   

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Document Entity Extraction page scrolling - individual scrolling function has been applied to 4 areas. This replaces the previous function that required a whole page scroll.

1. Document Details & Properties pane
2. Document Content pane
3. Document Entities list
4. Suggested Entities list
   

New Document content control now enables csv files as content. Spreadsheets csv and xlsx upload with improved layout for viewing and navigation including a sheet selector (for xlsx), pagination and a horizontal scroll bar. It is now easier to view spreadsheet content and extract entity details.

The Document Content Editing Tools have been updated. Hyperlinks can be added to existing content or embedded in existing text, or add new text.

Document Entity details – In edit mode there is a new 'View Details' function to view\open an Entity's Properties from both the Document Entities and Suggested Entities lists. This provides the same function as available elsewhere e.g. Notes and Attachments.

A pop-up label provides a simplified view of the full Entity Title when mousing over the Entity label.

Suggested Entities list - the loading performance of the Suggested Entities list has been enhanced.

Identify a Suggested Entity's remembered terms in the Document content by clicking on any part of the Suggested Entity label (not just the Entity Type icon as previously). The Entity's remembered terms are highlighted green.

Identify an Entity's remembered terms in the Document content by clicking on any part of the Entity label (not just the Entity Type icon as previously). The Entity's remembered terms are highlighted yellow.

Update an existing Entity's Properties with Document text – select/highlight the required text from Document content and click ‘View Details’ (replaces the previous drag & drop action) for the Entity to update. In the Entity Property window the selected text is available to add or drag & drop to an existing or new Property.

Update Document Notes. Existing Notes can be updated with selected text from Document content with a new ‘Add Selected Text’ function that shows against Notes whenever content on the Notes page is selected/highlighted. This replaces the previous drag & drop method.

The Note opens and the selected content is automatically appended to the existing Note content, further edits can be made and or click Finish to save.

The Entity Profile Summary – now includes Editing tools enabling Summary content to be formatted and hyperlinks added (in Edit mode).

The Entity Profile – Documents, Links and Files count visibility. The total number of Documents, Links and Files (within ModalConnect) for an Entity is now shown on the attribute label. The Visible count includes those items that are listed under the attribute and that the user has permission to access and can be viewed. The Total count also includes items from Files that the User does not have permissions to access or view. A variance (between the visible and total count) indicates that there is further information held against the Entity under other Files.

My Recent Documents list - this list now updates whenever a Document is viewed. Previously this list would only update when Document content was added or edited.