February 2019

HowNow 5.0.0.192

Resolutions

  • Emails added to HowNow via the email manager will now have 'Move File' selected by default to prevent an issue where users temp folder was filling up with emails | HN5-1223
  • Saved filters will now correctly persist after a HowNow restart | HN5-1220
  • Resolved file locking issues
  • Ctrl-clicking record locations to filter on multiple locations will now work as expected. Saving these filters will now also work as intended | HN5-1250
  • Resetting filters will now cancel any previously running searches| HN5-1254
  • 'Version' misspelling in the notification bar has been fixed | HN5-1268
  • Ribbon Filter stability updates | HN5-1279

Enhancements/Improvements

  • New notification has been added when - HowNow detects a user is running an old version of the software | HN5-1234
  • Our ContactDataRefresh utility can now use a 'Last Modified Date' option to only update external client data for clients that have pending changes | HN5-1232



February 2019 (Beta)

Email Manager 3.2.0.155

Resolutions

  • N/A (Changes in this Release were for HowNow Online only and have no effect on the HowNow on Premise Email Manager Add-in)



December 2018

Office Add-in - 5.0.0.62

Resolutions

  • Corrected Protected Excel workbooks incorrectly informing HowNow On-Premise that the document is closed | HNS-567

Enhancements

  • The Office Add-in now handles the closing of files opened via HowNow to better handle the change status dialog and InUseBy within HowNow | HNS-574
  • Lastest compatibility updates have been applied | HNS-570
  • Stability and performance enhancements | HNS-519


November 2018

HowNow 5.0.0.158

Resolutions

  • Users can no longer save records against clients that have a blank storage field | HN5-940
  • Jobs can now be successfully exported when attached to clients with an '&' in their entity name | HN5-953
  • Adding multiple emails or email attachments to HowNow with the same name will now prompt for all files and not just the first one | HN5-946
  • Editable excel files in knowledge will no longer be set to read-only when a second user opens the same file | HN5-848
  • Saving and Recalling filter is working correctly again when multiple items are selected in any of the checkbox filters | HN5-968
  • Content module screens grid heading will no long display in black | HN5-967
  • News item notes will again show at the bottom of the knowledge screen when a news item is select | HN5-960
  • You can no longer incorrectly set an admin location as the default for client portal downloads | HN5-881
  • Linked records that have been deleted will no longer be added as an attachment when a emailing another record with the same link code | HN5-973
  • The audit trail of knowledge documents will no longer incorrectly show a modification when a file is opened and no changes are made
  • Non-admin users should no longer be able to disconnect portal clients via the Contact Details screen | HN5-986
  • Signatory Position dropdown will now be correctly populated when a signatory is auto selected from the client selection | HN5-989
  • Opening word documents from HowNow will now always bring the document to the foreground | HN5-988
  • Removed Ribbon customisation menu as it provides no benefit to end users | HN5-1026
  • Fixed an issue that would cause merge documents run in a batch to be missing a batch number | HN5-1008
  • Fixed an issue where users couldn't see the display drop down in knowledge when no content releases existed | HN5-1035
  • Switched the order of the title and title preview controls in the profile wizard to prevent the title history drop down covering the preview text | HN5-1011
  • Enhanced the database backup process when upgrading HowNow and database updates are required | HN5-1042
  • Users can no longer incorrectly see the recycling bin when setup as a partner, manager, reviewer or signatory | HN5-1036
  • Resolved an issue on HowNow launch where the knowledge notes frame would flash momentarily | HN5-1031
  • Recalling filters whilst in records will now correctly re-select a previously filtered client | HN5-1038
  • The help button on the profiling wizard will now navigate the user to the knowledge or records help section, depending on the type of document they're filing | HN5-1040
  • Recalling filters for the 'Partner' role now work as intended when the 'Partner Title' is change in system options | HN5-1060
  • Non-Admin user no longer have access to API Integrations | HN5-1078
  • Tab order has been fixed on all pages of the Profiling wizard | HN5-1077, HN5-1066
  • Record locations on the profile wizard can now be selected by scrolling through them | HN5-1065
  • The auto-closeup functionality or various ribbon filters has been adjusted to make it more forgiving when moving outside of the list of options | HN5-1087
  • Changing the 'Date Range' filter to 'No Date Range' will now perform a search when a client filter has already been set | HN5-1111
  • Minor styling updates | HN5-1126
  • HowNow will correctly identify if a watch folder path is invalid on startup and continue to load | HN5-1172
  • Fixed issue when filtering on a contact where search text would be last when contact selection for opens | HN5-1146
  • Task assignment for tasks created from a job template will no longer use the first employee selection when tasks are assigned to the N/A position type | HN5-1134
  • Visibility filtering in Jobs & Tasks now as intended. Tasks will now correctly inherit visibility settings form the job they're attached to | HN5-830
  • Filtering on an employee with the "All role type filter set will now work as expected and show all items associated with the selected user | HN5-1149
  • Convert to PDF and Combine PDF functionality now informs users when a selected file is currently "In Use" | HN5-1125
  • HowNowWebserver will no longer prompt for update when not found or installed | HN5-1215
  • Fixed a filtering issue when no Role was selected in the records tab | HN5-1213
  • Turned off Preview functionality by default | HNS-559
  • User can no longer incorrectly delete Final type records via profile selection | HN5-1142

Enhancements/Improvements

  • New notification bar added to HowNow ribbon when a user opens a newer version for the first time. The notification bar is to inform users they're on a new version and to provide a link to the release notes | HN5-918
  • The 'Remote Support' option from the main menu of HowNow will now take users to a new remote connect landing page | HN5-734
  • The 'Request Support' option from the info backstage view will now direct user to our support webform instead of creating a new email addressed to support | HN5-734
  • New release notes hyperlink added to software update window | HN5-903
  • The InUseBy field for all documents & records is now cleared for a user when they close HowNow | HN5-969, HN5-730
  • Email or Print functionality has now been removed | HN5-947
  • Uploading a file to the portal that has no file extension will no longer produce an error and will instead inform the user that it's not a valid file for upload | HN5-835
  • Emailing records as PDF file attachments or combined PDFs has been improved for speed and reliability | HN5-995
  • Updated wording of the Content Update form, to clarify edited items will remain on the list | HN5-1027
  • Added new Export to CSV option to all tabs to export the current search results directly to excel | HN5-1012, HN5-1014, HN5-1006
  • Added new custom integration options to the integrations section | HN5-1034
  • .RTF files have been added to the list of supported PDF conversion extension | HN5-1039
  • HowNow will now allow multiple software updaters | HN5-1049
  • Open files dialog now has an activity indicator and additional message dialogs to better give feedback to the user while actions are taking place | HN5-1029
  • Importing PaperBuster files now default to MailIn Record status | HN5-1004
  • HowNow and the HowNow Document Converter now work more smoothly when running as a RemoteApp | HN5-980
  • HowNow and our office add-in will now work together to better track which files you have open and when files are closed | HN5-1068, HN5-1165, HN5-1193
  • We've added a new search indicator to show users when a search is currently in progress | HN5-1114, HN5-1115
  • A new open files dialog has been added to better handle files left open in HowNow after it end unexpectedly | HN5-1112
  • Employees who have not accepted their Client Portal invite cannot be setup as a signatory for a Client Portal agreement on behalf of the Firm until they have accepted their invite | HN5-999
  • Changing tabs in HowNow has been improved | HN5-1191
  • We've improved the search functionality to show search results faster | HN5-1119
  • You can now use our new keyword search functionality to filter your results based on a client specific data | HN5-1113



November 2018


Office Add-in - 5.0.0.59

Enhancements

  • Improved the startup speed of the Office Add-in to help prevent the add-in disabling due to auto-update | HNS-517
  • The Office Add-in now handles the closing of files opened via HowNow to better handle the change status dialog and InUseBy within HowNow | HNS-552
  • Stability and performance enhancements 



October 2018


Office Add-in - 5.0.0.38

Enhancements

  • Stability and performance enhancements | HNS-519
  • The Office Add-in now handles the closing of files opened via HowNow to better handle the change status dialog and InUseBy within HowNow | HNS-510


Email Manager - 3.2.0.148

  • N/A (Changes in this Release were for HowNow Online only and have no effect on the HowNow on Premise Email Manager Add-in)


October 2018

File Helper Service - 5.0.0.75c

Improvements

  • Disabled HowNow 4.2 functionality to force a check for new Portal files, not required | HNS-477


September 2018

Email Manager 3.2.0.143

Improvements

  • Added the email's subject detail to the prompt to file to HowNow when sending an email | HNS-441


September 2018

File Helper Service - 5.0.0.74

Improvements

  • Added a new setting for the service bus connection that may allow for clients with particularly stringent firewall rules | HNS-403


August 2018

Office Add-in - 5.0.0.28

Improvements

  • COM Add-ins now added to Trusted Locations | HNS-226


July 2018

Email Manager - 3.2.0.140


Resolutions - HotFix

  • N/A (Changes in this Release were for HowNow Online only and have no effect on the HowNow on Premise Email Manager Add-in)


July 2018

Email Manager - 3.2.0.138


Resolutions

  • N/A (Changes in this Release were for HowNow Online only and have no effect on the HowNow on Premise Email Manager Add-in)



May 2018

File Helper Service - 5.0.0.72

Resolutions

  • After files are uploaded by a user, and deleted by the administrator on the Portal, the File Helper Service starts successfully | HNS-339



April 2018

5.0.0.119


Resolutions

  • Temporary HowNow files are now stored differently to prevent access/permission issues | HN5-869
  • User settings and alert preferences are now correctly created/repaired if missing or incorrect | HN5-661
  • The open files dialog on HowNow close will now correctly display the title of open knowledge documents | HN5-669
  • Cancel button on New Profile Wizard closes the window without raising any errors | HN5-865
  • Outlook security message no longer pops up when filing email | HN5-741
  • NewClientFile EmailAs functioning correctly | HN5-728
  • Merge documents will no longer given an error when 'Automatically File' isn't set in the profile | HN5-860
  • HowNow will create the 'Content' folder on startup should this folder not exist | HN5-857, HN5-838
  • Emails can once again be added to HowNow via Drag'n'Drop from within Outlook | HN5-927
  • The knowledge preview will now correctly display the selected document edition. Previously it would always display the current edition | HN5-897
  • Investigated general stability and preview functions | HN5-930

Improvements

  • New signatory field and automated selection when importing via the importer or via MailScan | HN5-804
  • Added ability to disable all Portal notifications for a document uploaded to the Portal for the lifetime of that document in the Portal. When exporting the document an email can be generated with the download or signing links for custom email correspondence | HN5-674, HN5-675, HN5-676


Enhancements

  • New record profile option to disable preview per record. This is to prevent issues with password protected files | HN5-685
  • Fast filing (Finish Button) is now available for Client, Team & Admin locations | HN5-837
  • User will no longer be able to see records that they prepared when they don't belong to the teams set by record visibility | HN5-913



April 2018

Resolutions


  • DataSync - 1.3.0.12 Created a workaround for the iFirm API connection that was timing out | HNS-343
  • FileHelperService - 5.0.0.72 Fixed an issue where the File Helper Service incorrectly identifies files that have been deleted | HN5-912



January 2018

5.0.0.110 (Beta)

Resolutions

  • Upgraded the method of saving and recalling filters (Previous saved Filters will not copy over to this new version) | HN5-818
  • Users should now be able to correctly type into the Content number filter after selecting a Content module | HN5-577
  • Resolved ISC error when searching in Jobs with "None selected" Type | HN5-803
  • Immediately after switching to any tabs the user should end up in the filter edit control | HN5-845
  • When adding a Knowledge Document and moving back to the first screen to add a Procedural Area the Next and Finish buttons are now available | HN5-765
  • Right-Click to select Contacts now able to be stored in Filters | HN5-664
  • Using the fast filing options the Finish button is no longer available when top level locations are selected | HN5-836

Enhancements

  • The recall filter buttons are disabled when there is no stored filter available | HN5-762
  • 'In Use By' Enhancements | HN5-706




January 2018

5.0.0.106 (General Release)

Resolutions

  • Recalling a saved filter that included a date range eg. 1 week, will set the date range to the last week, not the week when you saved the filter | HN5-733

New Features

  • Email As and Copy to Clipboard as Smart Link URL | HN5-808




December 2017

File Helper Service - 5.0.0.69

Resolutions

  • Record location visibility is now applied to the downloaded file | HNS-83
  • Files uploaded to the portal with a colon or semi-colon should have them stripped out | HNS-286
  • Files with very long file names can be sucessfully downloaded back into HowNow from the Portal | HNS-274



December 2017

Email Manager - 3.2.0.115


Resolutions

  • N/A (Changes in this Release were for HowNow Online only and have no effect on the HowNow on Premise Email Manager Add-in)




December 2017

5.0.0.105


Resolutions

  • The main checkbox filters on the ribbons remain visible at all times | HN5-833
  • Sites with more than 64 team members can search using the Status Filter  consistently without error | HN5-824


November 2017

5.0.0.99


Resolutions

  • Resolved issue causing the cursor to jump out of the Search box after a search | HN5-811
  • Database Alert events were being acknowledged by HowNow too frequently and this was affecting performance| HN5-812
  • Knowledge documents are now being saved to the Content folder correctly | HN5-807
  • Reconfigured the initialization logs so that there is a single log per HowNow user to stop the Logging folder from growing |HN5-809
  • Resolved application error reported in HowNow (after selecting several ribbon filters) that required HowNow to be restarted | HN5-801, 707, 815
  • Logging can now be correctly switched off through database settings | HN5-798
  • Added test mode to HowNow5 to allow for better support and troubleshooting of environmental factors | HN5-821


November 2017

Office Add-in - 5.0.0.19

  • N/A (Changes in this Release were for HowNow Online only and have no effect on the HowNow on Premise Office Add-in)


November 2017

5.0.0.94


Enhancements

  • New AdobeSign pre-processing end points replaced GroupDocs version | HN5-554
  • Efficiency introduced for the Software Updater | HN5-214, 630
  • Improve document upload timeout for AdobeSign | HN5-667
  • Updated context sensitive help to point to online help files | HN5-369
  • Update to Preview browser | HN5-638
  • File preview size can now be set to limit the file size being previewed | HN5-656
  • Improved the speed of previewing PDF Files | HN5-656
  • Improved the speed of the grid loading | HN5-743, 746
  • Improved the speed of handling files, when adding files to HowNow from the Office Add-in and Outlook Add-in | HN5-768
  • Reordered Birth Day and Month in Personal Details | HN5-729
  • Preview of PDF files will not lock the PDFDocs file, preventing it from being edited | HN5-744


Resolutions

  • Email Preview using a more efficient method to retrieve email contents | HN5-614, 774
  • Users are now notified when not enabled for AdobeSign | HN5-618
  • Fixed issue arising when profiling to a Team Record Location | HN5-621
  • Ability to add Content numbers in Knowledge filter | HN5-577
  • Non-Administrators can now access the Add-in Manager | HN5-620
  • Ability to disconnect Portal Accounts without Administrator rights | HN5-626
  • Content Update workflow improvements | HN5-657
  • Fixed issue arising when profiling a Document while Preview is turned off | HN5-715
  • Description of scanned files is no longer being cleared | HN5-720
  • Multiple line descriptions now available when profiling Documents | HN5-721
  • File Converter updated to resolve document merging issue | HN5-653
  • Users can now change the location of a Record with Preview turned on | HN5-652
  • HowNow Temp File folder now being created on startup | HN5-665
  • Ability to change the Record status from the Document Record Profile with Final status | HN5-582
  • Statuses that can be assigned when adding and editing Records are now limited/restricted | HN5-666
  • Ability to add OneNote documents to HowNow through the SendTo Explorer menu | HN5-520
  • Single file OneNote files can now be added to HowNow | HN5-520
  • All task dates are now calculated when the start date is before today’s date | HN5-559
  • Error message displays when Preview DLL is missing |HN5-665, 758
  • Date Range search results now more consistent HN5-799
  • Issue where entering a File Note text jumps to the search box is resolved | HN5-757
  • Resolved issue with the error logs running when they have been disabled | HN5-745
  • Changing User and the Ribbon State (Visibility) now updating correctly | HN5-735
  • Resolved Marshalling error when uploading documents to the Portal | HN5-639
  • Resolved the error that on HowNow start would show "invalid memory" or "referenced memory error"
  • Resolved search error when using Date Ranges | HN5-799, 752, 776
  • Filters can now be saved when the Area drop down is set to 'All' | HN5-797
  • Preview updating more efficiently after selecting Modified, Added, Created and Finalised tabs in Records
  • Improvements to the 'In Use By' field in Knowledge to report on document use more accurately | HN5-749, 652, 718
  • Error logging now reporting correctly | HN5-717




October 2017

Email Manager - 3.2.0.112

Resolutions

  • Update applied to remove reliance on Outlook features that Microsoft removed in the latest update | HNS-265

Enhancements

  • Update Add-in Express Version for further compatibility | HNS-270



September 2017

Email Manager - 3.2.0.110

  • N/A (Changes in this Release were for HowNow Online only and have no effect on the HowNow on Premise Email Manager Add-in)



August 2017

Office Add-in - 5.0.0.18

Resolutions

  • Prevent Office Addin from refiling current Knowledge and Record documents



June 2017

Email Manager - 3.2.0.108

Resolutions

  • A small percentage of emails were not profiling into HowNow On-Premise after x days of use
  • Emails without a subject will now be added with the title: NoSubject
  • Resolved saving emails with special characters in the subject
  • Removed HowNow Firebird check causing an error to appear on startup of Email Manager.



5.0.0.73

New Features and Improvements

  • Knowledge, Records, Jobs and Tasks - Users can now save their current filters to be recalled at a later time. Stored filters persist even after restarting HowNow - see Filter Options in Records.
  • All tabs - Each user's filter criteria is persistent between tab changes - this means that when you move between tabs, the filter criteria will remain.
  • All tabs - New shortcuts added to 'Email as' and 'Copy to Clipboard' menus - see a Full List of Shortcut Keys
  • All tabs - User display preferences like width and visibility for Preview, Record Locations, Knowledge Filters and Organisation Positions are maintained between restarts of HowNow on a per computer basis. User display preferences can be reset by going to File > Info > Personal Details > Other Settings > Reset Display Settings to Default
  • Organisation - the user's Personal Details form has been updated with new formatting - people are now referred to as "Employees"
  • Organisation - the Position Details form has been updated with new labels and wording - people are now referred to as "Employees"
  • Knowledge - new system option to Force Revision Note on Edit
  • Knowledge and Records - New preview functionality in Records and Knowledge -  see Previewing Records and Previewing Knowledge Documents - showing the Preview on Knowledge and Records can now be set at a user level as well as a Firm level. Firm level options will override user options.
  • Knowledge and Records - Paste from Clipboard for Knowledge or Records (Ctrl-V or Paste in the right click menu) - see Adding Records or Adding Knowledge Documents
  • Knowledge and Records - New 'Open Document' screen has been added when closing HowNow to allow users to force close open documents - see Open Documents When Closing HowNow
  • Records - Floating File Notes - see File Notes
  • Records - New PDF merge functionality added to HowNow, which incorporates bookmarking of merged PDFs - see PDF Tools
  • Records - Emails with attachments now have a different icon to those with no attachments - this applies to all new emails added from date of this update. The file icon does not show when the only files attached were image files.
  • Records - New Change Status Dialog (shows a list of statuses which reduces a click when changing a record’s status)
  • Records - Upon closing HowNow with documents still open, the user is prompted with the names of the documents that are open
  • Records - Linking can be turned off as a system option
  • Records - When Email/Copy only final is turned on in system options, the only options available are email as a Smartlink or Copy to Clipboard as a Smartlink or Smartlink File
  • MailScan - the record status now defaults to Mail In.

  • Email Manager - HowNow will check for pending emails to profile on startup - see Email Manager
  • Emails - Outlook Security Manager is now used when connecting to Outlook for email bookmarks - this removes the Outlook security prompt "Allow or Deny" 
  • Email Manager - when processing multiple emails from Email Manager, emails will be processed in reverse chronological order
  • Jobs - Bulk change available using profile selection, using both the title and lodgement date
  • Tasks - tasks can now be filtered on by Completion Date
  • Administration Functions - these have all been moved to a new Backstage layout for: