Latest features and improvements include:
- The VBM Administrator or a User with Doc Controller permissions can now move documents to another Category including the option to re-calculate the Document Code according to the target Category.
- An option can now be set to prompt a User to save an email to VBM when closing it unless the email has been previously saved to VBM.
- Jobs can now be subdivided into Stages. Create Stages for a Job via a new Stages tab which is available when creating or editing a Job.
- A Document can now be set as Document Zero for a Category and Job. Once set this Document will always appear at the top of the Document List.
- A User can now select an option from the RealFS options on the main menu File|Customize VBM to either include or not include archived Versions in Document Lists.
- Tagging multiple Documents and Send To and Save As using the PDF option, the User can now combine all Documents into a single PDF file using PDFCreator.
- A User can now cancel while creating a Document List reports to Excel
- The Hide Categories window now includes a filter to find Categories like the text entered and an option to show hidden Categories only
- Moving a Document to another Job or Category recreates the Document Code
- The Office Add-In now includes a facility to send the files as a PDF attachment via the Send To Mail Recipient item on the VBM tab on the ribbon
- Document lists now show the file size in KB, MB and GB for new Document Version
- Categories for which a User has been given visibility are indicated with ~ preceding the Collection Name
- Selecting an item in a Document List tags the selected item and untags all other items as per Windows Explorer functionality.
- VBM Users position titles can now be saved on the Accounts Manager. The position tile is also added to and available from the custom properties of an MS Office document.
- A new checkbox is provided adjacent to the Recipient drop down list to allow Users to add any Contact to the current Job.
- Jobs lists can now be sorted by descending or ascending Job Code, Job Name, Client Name or Date Started by clicking column headers on the Search Jobs window.
- The Sync Documents window now contains a new button to open the \_VBM SYNC folder and allow Users direct access to synchronized documents. In addition, a shortcut to \_VBM SYNC is now created on the User’s desktop.
- The owner of the RealFS Templates – Reserved Category can now be changed and made visible to any other Biz Group or User.
- Now the Recycle Bin is visible to all Superusers under their SPECIAL MEMBER Biz Group.
- A Template Variant can now be specified as the default Template for a Category.
