AccuRoute CloudFax Connector Top Line Variables

AWS S3 Virtual Folders

Display If Prompts

Document Sets

Epic Connector

Exchange Sent Mail Folder

ExchangeX Connector LDAP Security

IBM FileNet Content Manager Connector

Learned Automation

MEDITECH Multiple Environment Validation

My Files Group Folders

Printer Connector - IPP/IPPS Printing

Scan to Email

Secure File Transfer Protocol (SFTP) Support

WebApps Device Address Book

WebApps Journal Copy to Clipboard

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AccuRoute CloudFax Connector Top Line Variables

Customize your CloudFax headers with Top Line Variables

With the CloudFax connector, the server communicates with AccuRoute CloudFax to address your fax workflows. The top line variables used in the fax header can be customized to show information that is required by your company like date, time, total number of pages faxed and more.

See About AccuRoute CloudFax Connector Top Line Variables for more information.

AWS S3 Virtual Folders

Administrators can configure virtual folders for AWS S3 storage by creating folders, using the Filescan connector with control files or creating Rulesets with S3 specific properties in the Server Administrator.

See About AWS S3 Virtual Folders for more information.

Display If Prompts

Device Group Prompts can be set up to request additional information from users when scanning documents at a device. Any or all prompts and respective locations can be combined for use at a device. In addition, you can set up a Display If condition for Workflow Group, More Options, and Ready to Scan to show the prompts only when certain criteria are met.

See About Display If Prompts for more information.

Document Sets

Companies have different documents that are related to specific workflow processes. Administrators can set up the use of document sets for their process owners. Scan Reservations and Batch Routing Sheets are created by WebApps users based on the document sets configured and used for scanning and delivery of the documents. Document sets can be used in a variety of ways.

See About Document Sets for more information.

Epic Connector

The Epic connector has been developed to integrate the Epic healthcare system and AccuRoute Server for On-prem and Cloud use. Epic users are able to send faxes from their Epic healthcare system to the server. Faxes are routed and delivered to their appropriate destinations via the connector and server.

See About Epic Connector for more information.

Exchange Sent Mail Folder

Administrators can set up the SMTP connector to automatically send messages to a sender’s Exchange Sent Mail folder. The messages will appear to come from the sender’s personal email account instead of the server for tracking purposes. Users can view these emails in their Sent folders when using the Microsoft Outlook Desktop or Web application.

See About Exchange Sent Mail Folder for more information.

ExchangeX Connector LDAP Security

Administrators can set up the ExchangeX connector to lookup email account information via the LDAP (Lightweight Directory Access Protocol) server. Ports can be updated to allow for secure communications. SSL (Secured Socket Layer) can be enabled for encrypted communications between the ExchangeX connector and the LDAP server.

See About ExchangeX Connector LDAP Security for more information.

IBM FileNet Content Manager Connector

The FileNet connector is a DMS connector developed by Upland AccuRoute to support communications between the AccuRoute Server and IBM® FileNet® Content Manager solution version 5.2 or higher. The connector is used to deliver documents to FileNet Content Manager.

See About IBM FileNet Content Manager Connector for more information.

Learned Automation

Train, extract, and automate your document workflows

Using the Learned Automation CX Connector and the AccuRoute Server, data fields can be defined, identified, and extracted from multiple-page structured forms for company-wide processing and automation.

For Administrators

See About Learned Automation for more information.

For Queue Users

See Using Learned Automation for more information.

MEDITECH Multiple Environment Validation

MEDITECH Administrators can now set multiple environments for validation. In addition, Administrators can choose which environment can be used first for validation. Setting of the multiple environments is done at the job property level configured for the MEDITECH connector.

See Setting Multiple Validation Environments for more information.

My Files Group Folders

WebApps users can send documents to personal and group folders set up by an Administrator. Members of group folders share access, can create new folders, and manage a variety of folder-related tasks. Based on a company's document workflow requirements, Administrators can determine whether to enable folder support and/or user group folders.

For Administrators

See About My Files Group Folders for more information.

For WebApps users

See Using My Files Group Folders for more information.

Printer Connector - IPP/IPPS Printing

The Print connector supports IPP and IPPS printing and can send jobs to printers that use these protocols. Internet Printing Protocol (IPP) is a standard Internet protocol for communication between client devices like computers, mobile phones, tablets, printers and more.

For Administrators

See About IPP/IPPS Printing for more information.

For Client Users

See Using IPP/IPPS Printing for more information.

Scan to Email

Introducing a new addition to our button family - Welcome Scan to Email!

The Scan to Email button provides Device Client users with the ability to scan documents to one or more email recipients at supported devices. Users can search and look up email addresses by using a company’s Address Book. In addition, the Scan to Email functionality can be enabled to work with other buttons like the Routing Sheet, Fax, and other Scan-related buttons on a device.

For Administrators

See About Scan to Email for more information.

For Device Client Users

See Embedded Device Client User Guide for more information.

SFTP Support

Upland AccuRoute supports several file transfer protocols which include FTP, FTPS and SFTP. These protocols can be set up to work with Upland AccuRoute Server virtual folders. In addition, each protocol has a series of properties that can be used in control files and rulesets as an alternative method for FTP, FTPS, and SFTP delivery.

See About SFTP for more information.

WebApps Device Address Book

Administrators can update a device’s address book by simply transferring the address book from an existing device to another. Administrators search for the existing device by serial number, identify the new device, and complete the transfer of the address book.

See About WebApps Device Address Book for more information.

WebApps Journal Copy to Clipboard

The WebApps Journal displays message activity on the Upland AccuRoute Server. The Journal is an effective tool in helping users troubleshoot issues that may arise.

See About WebApps Journal Copy to Clipboard for more information.

 

Canon Integration

Upland AccuRoute and Canon are partners in providing device users with secure document capture, fax, scan, and delivery capabilities. The Upland AccuRoute MEAP application was developed using the MEAP SDK version 5.7 and is backward compatible with Canon MFP devices only.

See About Canon Integration for more information.

iManage Cloud and On-Prem Integration

A DMS connector known as the WorkSiteRESTV2 utilizing REST API has been developed to support communications between the Upland AccuRoute Server and iManage Cloud and On-Prem configurations. The connector is used to deliver documents to the iManage™ Cloud and On-Prem server environments. It has also been enhanced to work with AccuRoute Desktop Client Embedded Directives (distributions) and various WebApps menu options via the WorkWeb extension.

See About iManage Cloud and On-Prem Integration for more information.

Note: The iManage Work Panel in Outlook plug-in is functional on a limited basis. See Bugs and Limitations for more information.

 

Compose Component Unable to Convert XML File

Using the Compose component to convert an XML file produces a blank PDF. A patch has been created that resolves the XML conversion issue. Administrators must create a new conversion rule using the Aspose engine in the Server Administrator .

To create a new XML conversion rule

1. Select Components > Compose > Conversions tab in the Server Administrator.

2. Select New.

3. Type XML in the File type box.

4. Select txt via Aspose (Aspose) on the Copy conversion rule from drop-down list.

5. Select Next.

6. Select Finish. The XML conversion rule appears in the Conversion table.

7. Select OK.

DTT Import CSV Details Processed Incorrectly

The following CSV parameters were processed incorrectly during the import.

• UNCPATH

• FORMAT

• DOCNAME

These parameters have been updated. The DTT Import accurately processes the information associated with UNCPATH, FORMAT and DOCNAME.

See About DTT Import and Export for more information.

Duplicate Fax Numbers with Different Serial Numbers Cause Dispatch Failure

DTT Import does not allow updating duplicate fax numbers with different information and causes a dispatch failure. A "Fax" Action Type is now available and can be used to update information if duplicate fax numbers are found during the DTT Import process.

See About DTT Import and Export for more information.

WebApps and iManage Work Desktop for Windows 10.5.1.2 Upgrade

iManage Work Panel in Outlook users will need the latest version of iManage Work Desktop for Windows 10.5.1.2 and iManage Work Agent. Current On-Prem users upgrading their WebApps servers and iManage Work Desktop for Windows to the latest 10.5.1.2 version must remove the following Registry Key previously made to get the WorkWeb extension working and restart all systems running Outlook.

HKEY_CURRENT_USER\SOFTWARE\iManage\Work\10.0\Client\Login\AllowOAuth2

The WorkWeb extension will not work after completing the WebApps upgrade if the Registry Key is not removed.

This does not apply to Cloud users. No further steps are required. Upgrading to the latest iManage Work Desktop version (10.5.1.2) and iManage Work Agent resolves all issues related to the WebApps WorkWeb extension, iManage Work Desktop for Windows, Outlook, and Cloud configuration.

See Bugs and Limitations for more information.

WebApps Installer Bug Causes 401 Error

The following error appears "401 - Unauthorized: Access is denied due to invalid credentials" when using the Import with Copied Profile and Send to AccuRoute options. This occurs in an environment where WebApps is configured with Form Authentication for the Client Option Pack extension. A patch has been created that resolves the WebApps Installer bug.

WebApps Documentation Update

The WebApps Help topics including screen shots have been updated based on the latest version. References to its former Web Client predecessor have been archived.

See About WebApps for more information.

Using AccuRoute at your Device Video Series

Become a savvy user before you get to the device. Check out Using AccuRoute at your Device video series designed for you!

 

The following upgrades and changes are included in this release.

• iText 7.0

 

AccuRoute 6.6 supports upgrading from the following versions: 5.0, 5.1, 5.1.1, 6.0, 6.1, 6.2, 6.3, 6.4

 

Device Folder Display Maximum

In an effort to provide optimal device performance, a maximum of 30 folders (parent and sub folders) will be shown on a device's display when scanning to any local, network, or virtual folder. Device users are encouraged to use Search to find specific folders to minimize scrolling or paging through 30+ folders.

iManage Work Panel in Outlook Plug-in

The iManage Work Panel in Outlook provides users with access to iManage Work related features like filing and emailing links to iManage Work items. With the AccuRoute and iManage integration users can also access the following functionality.

• Upload Scan

• Import with Copied Profile

• Send to AccuRoute

Note: This functionality only works in an On-Prem environment for users who have not upgraded their WebApps servers and iManage Work Desktop for Windows to the latest version 10.5.1.2. It does not work in a Cloud environment.

For On-Prem users only

Each Outlook user must complete the following steps as a work-around solution for the iManage Work Panel in Outlook plug-in.

Create the following Registry key with the following value and restart Outlook.

Key: HKEY_CURRENT_USER\SOFTWARE\iManage\Work\10.0\Client\Login

DWORD Value: AllowOAuth2=0

Note: See Bug Fixes and Resolved Issues if you have upgraded your WebApps servers and iManage Work Desktop for Windows to the latest version 10.5.1.2.

AccuRoute Extension for MS SharePoint

You must uninstall and reinstall the AccuRoute Extension for MS SharePoint if changes need to be made to the WebApps or SharePoint URLs.

 

Upland AccuRoute v6.5

• See Supported Devices > Canon for more information.

• See Supported Devices > HP for more information.

• See Supported Devices > Ricoh for more information.

 

None in this release.