What's New in V4

Major Features

See below for more details on each specific feature

• New CAD Features
• Workflow Engine
• Mapping and Spatial Search
• Reporting Engine

CAD

• Automatic plugin installation
• Bulk reference manager
• Work with DWG Layouts and attributes
• Support for Point Cloud, Images, Data Links reference types
• Support for AutoCAD 2018, 2019
• Support for BricsCAD
• Support for Civil3D and data shortcuts
• Support for AutoCAD Map, Mechanical, Plant3D, Architecture
• Now providing a ribbon and menu bar

Workflow Engine

• Administrators can now define workflows for List attributes
• Administrators can upload custom workflow activities and conditionals
• Administrators can define triggers using workflow activities in response to operations such as adding a new file

Mapping and Spatial Search

• Displays maps alongside Jobs, Contacts and Companies
• Address geocoding provided
• Search for jobs based on their relative or specific location
• Search for files based on their relative or specific location
• Display KML or shape files directly on your job maps

Reporting Engine

• New out of the box reports, including license reporting
• New dashboard gadgets
• New report scheduler

12d Model

• Offlining of 12d model projects now available without checkout
• Offlined projects can not be checked in by accident
• Building in support for Model Tree
• Can now select an Environment File for use with 12d View
• Added ability to check in many 12d model projects at once
• Automatically set environment variable hook to use correct plugin when opening from the client
• Added a user definable ignore list for files and folders
• Added 12d model project templates
• Cached customisation mode to auto get customisation at open time
• Default to checking out 12d modelprojects unless instructed otherwise
• 12d View no longer requires an ADM license
• 12d Model Browser now remembers column settings
• Export of 12d model projects without offlining
• 12d model project data can be zipped before uploading

General

• Column layout for searching can now be defined
• New layouts for editors
• Allow manual definition of subnet for differentiation between local and remote connections
• Allow export of individual folders from the server instead of whole jobs
• Search by folder path
• Support auto expiry of published packages and files
• Added a bulk attribute editor for jobs, files, contacts and companies
• Added capability to preload server connection details via an XML file
• Added capability to support different workspace paths based on your server
• More attributes included in web file drop templates
• File browser now shows locally saved searches for easy access to search data
• Added ability to search by file size and version
• Added network health icon to client to show connection speed
• Added File Launchers to allow users to define how to open different file types
• List attributes now allow key entry to enter the values
• Show recent folders in folder browser
• Previous history now available from check in window
• F2 now starts a rename operation
• Added a recent items list to show recent files, folders, and 12d model projects
• Preview Viewer now shows when a preview is still waiting to be generated
• Support adding multiple associations at one time
• Now tracking notifications sent from notes
• Remembers which tab was last used in the active items window
• Files browser now has a recent files popup
• Now letting user choose which window to use when opening from a 12d Synergy Link
• Open from Link button added to recent jobs screen
• Option to send a publishing link manually via email
• Auto detect reference locations when multiple referenced files are loaded at the same time
• Publish from a user email address instead of the system address
• Dashboard now shows all checked out items instead of just files
• More progress information when uploading data
• Add Files button now shows recently used files in Windows
• Double click to go to associated entities
• Added request check in for managed folders
• Column added for File Created / Last Modified Date when looking at files
• Can now search for files by the last change type
• Easier access to old versions of files inside managed folders and 12d model projects
• Better options for handling changed files when doing a Get All
• New UI for targeting contacts from check in messages, using the @ symbol
• Managed folders and bulk uploads can now be zipped before uploading

Administration

• Warning when disk space is low
• Ability to disconnect a user
• Import and Export of data packages
• New expression builder tool for dashboards and email templates
• Added license pools for reporting and management purposes
• Filter connected users by license type and pool
• Easier to connect users and groups
• Subscribe groups to a specific FRS
• Support local and remote FRS connections
• Send out invitation emails when users are created
• Default temp path is now the installed as the Files path – new installs only
• Showing a banner in the administrator when server errors are detected
• Performing health checks and logging to the file logs
• Personal Job Creation is more user friendly
• File Stores and Servers can now be removed
• Attribute selector now allows sorting
• Password requirements for web file drops and publishing
• Added tool to help explain permissions
• Ability to delete event scripts
• Permissions can now be pushed from templates
• Forbid new contact creation if it already exists
• 12d Synergy Client can now copy and paste files
• File list now shows the number of files selected
• Can now insert files from 12d Synergy into word documents
• Push folder layouts from templates
• Auto updater can now use a file already in 12d Synergy
• Auto updater now supports optional updates
• More info in the search results for users in the administrators
• More statistics added to the general pane
• Better logging of client connections
• Copying now prompts for rename or replace if the file already exists
• Option to always prompt for login, to allow login as a different user

Optimisation

• Faster evaluation of permissions
• Delayed previewing and indexing
• Database insertion happens after uploads instead of before
• Faster Move and Copy File operations
• Speed improvements to indexing data in bulk
• Delta processing happens much less regularly to reduce strain on database
• FRS now zips index data before sending it to the master server
• Reduced unnecessary repeated calls from the client to the server
• Opening from a link is now much faster

Issuing

• Pick a publishing template when issuing
• Filter sets with a search box
• Can now move issue sets between issue types in the same job
• Can now delete issue sets
• Can now delete issue set types
• Added option to send a transmittal cover sheet with an issue
• Define transmittal sheet on a global and per job basis
• Added ability to create a link for an issue set
• Description now visible in the general list
• Issue from a user email address rather than the system address

Reference Tracking

• Display a reference graph to show all references
• References now track versions to allow version specific rollbacks
• Bulk Uploads can now find references automatically instead of requiring a manual step

Connectors

• Engine Optimisation
• Added a Total Synergy Connector
• Reduced default connector frequency

Naming Rules

• Consolidated naming rule and attribute data entry for file uploads
• Added zero padding
• Document type counters based on attribute combinations
• Can now move files to a target with a naming rule in place
• File naming rules can now be inherited down from a parent folder

Sync Tool

• Sync tool can now sync sub folders rather than just top level folders
• Added a quick ‘sync’ option for sync tool users
• Sync Tool support for machine groups and names
• Can now see what pending transfers are available
• Combined multiple transfers into one window

Contacts and Companies

• Allow deactivation of companies
• Added button to hide inactive contacts in the Contacts editor
• More information shown in the companies window when looking at staff
• Showing companies when looking at the Contacts Window
• Show recent contacts in contacts browser
• Added contact lists for quick reuse of contacts
• Added a quick search with auto completion in the companies and contacts browser
• Contact images are now cached locally
• Contact window now shows if the contact is a user or not

Office Plugins

• Can now open a job directly from the drop zone in outlook
• Added a bulk uploader for emails
• Relaxed the default outlook settings
• Added a button to turn the outlook plugin on and off
• Emails now uploaded with a meaningful name
• Can now create a folder when saving attachments
• Outlook can now use manual email templates
• Ability to upload and auto delete emails in outlook
• Added option to only show sub folder names in the drop zone
• Outlook no longer counts inline images in the attachment count
• Supporting multiple email stamps

Command Line and API

• Created a client side API
• List command can now accept a depth
• Added server side script events for 12d model project creation and deletion
• Better date controls available for scripted inputs
• New script input to capture many attribute values