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Thereforeā„¢ 2017 Release Notes


Version: 2017 (17.2.0)

Date: 6/13/2018


System Requirements



Enhancements & Changes


Thereforeā„¢ Navigator

A list of currently checked out documents can be viewed in the UI of the Thereforeā„¢ Navigator.

A configurable full-text hit-count has now been added to the settings of the Thereforeā„¢ Navigator to quickly obtain the first set number of hits (defaulted at 25). A link at the end of the hit-list allows the user to obtain more results.

Searches can be run using user macros.

'Reroute' and 'Reroute to Active Version' buttons now available on the "Workflow" tab of the Thereforeā„¢ Navigator ribbon menu. Administrators can reroute multiple workflow instances to the currently active version task at once through the 'Reroute to Active Version' option. Automatic rerouting to the active version will fail if the active version was not created with Thereforeā„¢ 2018. It will also fail if the rerouting had previously been implemented from a version that was created before Thereforeā„¢ 2018.

Hit-lists displayed in the Thereforeā„¢ Navigator can be copied to the clipboard.

Multiple columns in the hit-list of the Thereforeā„¢ Navigator can now be sorted without having to break on a previously sorted column.

Empty categories can be hidden from the 'Case Documents' pane in the Thereforeā„¢ Navigator.

There is an option to select the Process Version from the list of 'Available Fields' in the workflow query definition.

Options from drop down lists containing multiple values (e.g. referenced field, keyword or multiple keyword) can be selected with a single click.

When a file is uploaded to the cloud using the cloud collaboration feature, it will exhibit a different icon in the status column and the line "Shared On: *Name of Cloud drive*" in the Additional Information panel.

Queries created in Thereforeā„¢ 2018 will not work with older versions of Thereforeā„¢


Thereforeā„¢ Viewer

The ribbon menu in the Thereforeā„¢ Viewer has links to upload and collaborate on documents in a Microsoft OneDrive cloud storage account. The ribbon menu allows users to check-in, check-out and send collaboration links for supported Office documents to other users.

The Document Details pane contains additional information for files that have been uploaded to a configured cloud drive. The pane also includes a direct link to the uploaded file and an option to copy the file's link onto the clipboard.

When a file is shared for collaboration, an event is written in the Thereforeā„¢ Audit Log.

The Thereforeā„¢ Navigator can be opened directly from the Thereforeā„¢ Viewer.

The ribbon menu in the Thereforeā„¢ Viewer has an option to 'Replace Files'.

File names are displayed in the Thereforeā„¢ Viewer's thumbnail pane.

The option 'Delete Document' has been removed from the context menu in the Thereforeā„¢ Viewer's thumbnail pane.

Viewing documents in their native application has been restricted to Microsoft Office file types by default. In order to view other file types in their native application, the file types must be added to a white-list of extensions. See the Thereforeā„¢ Security white paper for more details.

Thereforeā„¢ Solution Designer

Selected items in the Thereforeā„¢ Workflow Design can be duplicated by selecting the copy option in the context menu.

SMS authentication can be configuered with DocuSign in the Thereforeā„¢ Solution Designer.

The Thereforeā„¢ Solution Designer now allows for cloud drive functionality to upload files into Dropbox, BOX, Google Drive and OneDrive.

The Thereforeā„¢ Solution Designer now has DateTime fields to allow for precise times to be inputted as index data. Times can be formatted in hh:mm or hh:mm:ss, and are regulated by the user's operating system's time zone. DateTime fields can have inputs of 4 or 6-digit numbers without breaks (e.g. 1658 or 165843), which will automatically be formatted in hh:mm or hh:mm:ss forms (e.g. 16:58 or 16:58:43 respectively).

Decimal fields have been added to the index data options to increase the precision of numerical data inputted into Thereforeā„¢. Import of configurations containing money fields from older Thereforeā„¢ versions is supported. The Decimal field replaces the Money field from previous versions of Thereforeā„¢.

Merge settings in the Thereforeā„¢ Workflow have been improved to continue the workflow without waiting on all tokens to arrive.

The Thereforeā„¢ Workflow has a new automatic task ('Change Case Status'), which allows cases to be automatically closed in a workflow.

The Thereforeā„¢ Workflow has a new automatic task ('Stamp Document'), which allows documents to be automatically stamped in a workflow.

Common scripts can be configured in the Thereforeā„¢ Solution Designer, which allows the same scripts to be applied to multiple indexing profiles.

The 'Send Email' task in the Thereforeā„¢ Workflow allows for users to configure the name of email attachments.

The Portal configuration in the Thereforeā„¢ Solution Designer enables selected users to upload documents to specific categories.

During category design, the selection of single and multiple keyword dictionaries is now organized by how keywords are configured and structured under 'Keyword Dictionaries'.

Annotations can be exported with PDFs by selecting the relevant option in the configuration settings of the 'Export Document' task within a workflow.

Workflow settings can allow for multiple workflow threads to be processed simultaneously.

The FieldNo of category/case fields is displayed in the Field Properties dialog.

Under the Advanced tab of Full-text settings, the number of Context Characters to return details of a Full-text search has been replaced with Context Words (defaulted at 50).

An overdue workflow process task is ignored on task overdue routing so that when overdue is defined on the task and on the process level, the overdue route will only be taken if the task has gone overdue. If the process is overdue but the task is not, the token will not be routed to the overdue route and instead remain with the current task.

A new macro has been included for index data fields to display the user's email address.

Older process versions in the Thereforeā„¢ Workflow can be deleted in the Process History dialog. This will only work when no instances have ever used the selected process version or if all instances under the selected version have either been deleted or archived.

Referenced index fields from a case header can be used as a parameter for determining when documents should be deleted in retention policies.

Direct accessibility to the Translate dialog from the toolbar menu has been added. New features include the ability to expand/collapse source text categories and hide strings that have been fully translated.

In the Export Task configuration settings, there is an option to disable annotations from being exported within a PDF file.

Administrators can define a retention time based on a case header field.


Thereforeā„¢ Capture Client

Additional options have been added to the Thereforeā„¢ Capture Client settings for importing text-only PDF files.


Thereforeā„¢ Console

Entire categories, cases and folders of documents can be re-indexed in their collectivity through the Thereforeā„¢ Console.

Thereforeā„¢ Reporting

Support has been extended for new report formats delivered by SQL Reporting 2014 and 2016. SQL Reporting 2014 offers extensions in PDF, MHTML, Word, Excel and TIFF; SQL Reporting 2016 offers PDF, MHTML, Word, Excel and TIFF and PowerPoint.

Thereforeā„¢ Connectors

The Thereforeā„¢ Connector for SAP NetWeaver can now sync multi-line data from SAP flat index fields and table columns.

A new crawler has been introduced to Thereforeā„¢ Connector for Microsoft SharePoint; this also supports Microsoft SharePoint Online.

The Thereforeā„¢ connector for Microsoft SharePoint has been added to Thereforeā„¢ Online. The Thereforeā„¢ Online SharePoint Connector only supports SharePoint Online. The Thereforeā„¢ on-premise SharePoint Connector works with both on-premise SharePoint and SharePoint Online.

Thereforeā„¢ Web Access

Microsoft Office documents can be opened and edited directly using Thereforeā„¢ Web Access.

A list of currently checked out documents can be viewed in the UI of Thereforeā„¢ Web Access.

Searches can be made using user macros that are now available within the Category/Case search features of Thereforeā„¢ Web Access.

The feature 'Copy Hit-List' is supported in multiple browsers in Thereforeā„¢ Web Access.

Documents can be added to categories in the Thereforeā„¢ Web Case Manager by right-clicking on the category and selecting 'New Document'.

The option 'Delete Document' has been removed from the context menu in the Thereforeā„¢ Web Viewer's thumbnail pane.

The Javascript code in Thereforeā„¢ Web Access has been reviewed to optimize client side function. The changes have led to a faster and more responsive user experience.

The Thereforeā„¢ Web Navigator has a link to open the Thereforeā„¢ Web Case Manager directly in order to create new cases; this replaces the old option of creating cases in the Thereforeā„¢ Web Navigator under the File tab.

Cross category searches can be executed via the URL to produce both filtered and non-filtered results.

Thereforeā„¢ Go

Files from 3rd party apps can be saved to Thereforeā„¢ Go. Save functionality is compatible with: Thereforeā„¢ 2018, Thereforeā„¢ 2017 Update 4 and Thereforeā„¢ 2016 Update 6 (hotfix). This also includes images importing images captured by third party camera applications.


Single Sign-On for Thereforeā„¢ Online (through integration with Active Directory Federation Services) can be configured from the setup wizard.

New multi-language support allows administrators to add translations for folder names, workflow strings, and keywords.

The Thereforeā„¢ Configuration Wizard now offers multiple languages when default categories are configured, and multi-language support has been added for the Thereforeā„¢ Tenants Manager.

Ribbon shortcuts for add-in commands are auto-generated from A1 to Z0 - always two letters long, the first will range from A-Z and the second will be a number.

Certain text characters with accents will now be replaced by their basic character form (as oppose to a blank) when naming columns. E.g. Ƥ -> a, Ɯ -> U, Ʊ -> n, Ćæ -> y, Ć© -> e, Č -> C, ş -> s.

DPI awareness has been implemented to ensure that installed Thereforeā„¢ clients can be used on Windows Surface tablets (and other high-resolution devices).

Keyboard shortcuts in the ribbon menu have been improved to allow Japanese, Simplified Chinese, Traditional Chinese and Korean to be the same as in English.

Confirmation dialogs are now displayed following deletion of a workflow task or a profile for a Migrate Schedule in the Thereforeā„¢ Solution Designer, as well as for a profile in the Thereforeā„¢ Document Loader.

Following MFP configuration in the Thereforeā„¢ Solution Designer, the Thereforeā„¢ MFP Manager no longer needs to be restarted in order for the new settings to hold, this can instead be achieved by resetting the device.


System Requirements

Operating Systems: For the Server OS, Windows Server 2016, Windows Server 2012 and 2012 R2, and Windows Server 2008 R2 SP1 are supported. For the Client OS, Windows 10, Windows 8.1 or Windows 7 SP1 are supported.

Database: For the SQL Server, SQL Server 2017, SQL Server 2016, SQL Server 2014, SQL Server 2012 or SQL Server 2008 and 2008 R2 are required. For Oracle, Oracle 11g Release 2 and Oracle 12c are supported.

Microsoft SharePoint: Microsoft SharePoint 2013, 2016, and Online are supported. Support for Microsoft SharePoint 2010 has been discontinued.



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