What's New in V4
  • 14 Sep 2023
  • 6 Minutes to read
  • PDF

What's New in V4

  • PDF

Article summary

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
  • 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

Was this article helpful?