When creating a new user, the User ID field will now default to the user’s email address if left blank
Added the ability for Auto-Assign to suggest multiple recipients when there are multiple possible matches
Improved phone number validation when creating or updating users to now validate that the phone number itself is valid—not just the format
Bug Fixes
Fixed an issue where trying to sort the table on the Routes page did not work
Fixed an issue where filtering by workflow on the Active Storage Groups page did not work
December 12, 2024 (Version 1.7.3)
What's New
Added another option called “Other” to the list of available carriers for the Carrier packages workflow
Removed the Mail action from the list of available actions when creating an automation
Bug Fixes
Fixed an issue where the format of phone numbers was not being validated when using an upload file to add or update users
Fixed an issue where clicking the next button on the Configure Preferences step of the user upload process could result in the application crashing
Improved overall stability and performance
December 4, 2024 (Version 1.7.2)
What's New
Improved reliability of Auto-Assign when assigning an item based on a previous assignment
Bug Fixes
Fixed an issue where an error message was not properly displayed when trying to create a route with the same name as an existing route
December 2, 2024 (Version 1.7.1)
Bug Fixes
Fixed an issue where trying to create a route without adding any locations would not work
Improved stability of user upload process
November 28, 2024 (Version 1.7.0)
What's New
Added Locations and Routes and the ability to associate users to them. Location and Route information can then be used for sorting and delivery fulfillment.
Added the ability to assign users to Locations. To do so, you can now add a location column to your user upload file, allowing you to specify the name of a Location you’d like each user assigned to.
Added the ability to create Routes, which are made up of a sequence of Locations that you will deliver to. Added a new tab in the left menu under the Administration section where users with the Admin role can go to create and manage Routes.
Added a field on the Edit User page that allows you to change the Location that a user is assigned to
Moved the Auto-Assign success message to the top right of the screen and added the recipient’s Location and Route information when it exists. The message also no longer disappears unless closed by the user.
Added Location and Route information to the card displayed at the top of the Assign drawer when it exists for the recipient
When Auto-Assign finishes while the user has the Assign drawer open, the user will now see a new alert that allows the user to refresh the drawer and the recipient identified by Auto-Assign will be selected
Added a Location filter to the Deliver tab of the table on the Pending Requests page that allows the user to filter items based on the specific location they need to be delivered to
Added the ability to complete Deliver and Pick Up requests for more than one recipient at the same time. When Proof of Pickup or Proof of Delivery is enabled, you can collect a single signature for all items.
Bug Fixes
Fixed an issue where clicking on a receive session card on the Receive page would sometimes open the camera as opposed to opening the Review Items page for that session
Fixed an issue where the Unassigned Items, Unstored Items, and Unsent Items widgets on the dashboard would not appear while the dashboard was loading
Fixed an issue where trying to update a recipient’s assistants by using an upload file resulted in errors
Improved overall stability
October 30, 2024 (Version 1.6.0)
What's New
Added the ability to recognize and read barcodes on images of packages as well as the ability to search for an item by those values (tracking numbers)
Added a barcode icon to the top of the Edit page when receiving packages. Clicking on this icon will open the Tracking Numbers drawer, where you can see a list of all the tracking numbers that were automatically recognized and manually add some if needed.
Added the ability to search for an item by its associated tracking numbers on the Active Items page, on a storage group page, and the Pending Requests page.
Improved the Item Details page with more functionality and better clarity
Reformatted the list of item details for better clarity
Changed the label at the top of the page to read “Active” rather than “In Mail Center” when the item is active in the mailroom
Added icons next to the image to give users with the Mailroom role access to the assignment drawer, barcode drawer, and location drawer right from the Item Details page. Note that these icons will only appear when modifying these properties is allowed.
Changed the delete button to be an icon at the top rather than a dedicated button below the item information. Note that this icon will only appear when deleting the item is allowed.
Added the ability for existing users to be updated in bulk via an upload file (this includes changing their information as well as activating or inactivating them)
Added a step to the upload users stepper called Configure Preferences that allows you to change settings related to how users should be treated when being updated or inactivated
Modified the categories on the Review step of the upload users stepper to provide an overview of the changes that will be made. The categories include New, Update, Reactivate, Unchanged, Inactivate, and Error.
Improved performance when uploading users
Changed the categories on the Review Items page to Ready, Review, and Invalid
Added the ability for users with the Admin role to adjust the default item type that is selected when receiving items. This setting can be found on the Receive tab of the Mailroom page.
Improved the phone number field on the Create User page for a better user experience
Improved the reliability of automatic image cropping
Bug Fixes
Fixed an issue where clicking anywhere on the Receive page while the actions popover for any receive session was open resulted in opening that receive session
Fixed a formatting issue on the Upload Images page where the upload box was unnecessarily taking up the entire width of the page
Fixed an issue where trying to upload a user with an email that contains certain special characters resulted in an error
Fixed an issue where clicking the cancel button when trying to crop or rotate an image that was already edited would result in the image being reverted to the original
Fixed an issue where the Open & Scan action completion dialog would not close when trying to complete the action
Fixed an issue where users were unable to add their own profile image
September 18, 2024 (Version 1.5.6)
Bug Fixes
Fixed an issue where reminder and escalation notifications were being sent to recipients regarding items received with the mailbox workflow
September 5, 2024 (Version 1.5.4)
Bug Fixes
Improved stability when loading items on the Search page
September 3, 2024 (Version 1.5.3)
Bug Fixes
Fixed an issue where trying to crop an image from a previous receive session would not save
September 2, 2024 (Version 1.5.2)
What's New
Added a loading progress bar to the Search page and reduced the loading time to improve the usability of the page
Added a Refresh Items button to the Search page to allow users to refresh the list of items without having to refresh and reload the entire page
Users with the Mailroom role will no longer receive pending request email notifications for items that were actioned by any automation
Removed the registration link from the login page to prevent users from creating their own account unintentionally
Made various performance improvements
Bug Fixes
Fixed an issue where creating a new receive session and then exiting to the Receive page would result in that new session not being displayed in the list
Fixed an issue where the send button in the send items dialog didn’t show a loading state when sending was in progress
Fixed an issue where the new item email notification for recipients included the original uncropped version of the image even when the mailroom cropped it
Fixed an issue where unassigned items were being displayed twice within the Unassigned category when returning to a receive session that was in progress
Fixed an issue where some items would fail to be created when uploading many images at once using the Upload Images capture method
August 15, 2024 (Version 1.5.1)
What's New
Users with the Mailroom role will no longer receive pending request email notifications for items that were actioned by a Pick Up automation
Bug Fixes
Fixed an issue where sending multiple items at once to a recipient with a Pick Up automation set was causing them to receive a bunch of duplicate email notifications
Fixed an issue where specific validation errors were not being displayed properly when importing users
August 14, 2024 (Version 1.5.0)
What's New
Changed the Receive page to now display your receive sessions. A receive session refers to a series of items that are received together. Clicking on a receive session allows the user to return to the Review Items page associated with that session.
Moved the “start receiving” configuration form from the Receive page to be the first step of the capture process
Reformatted the Receive tab on the Mailroom page for better clarity
Reformatted the Actions tab on the Mailroom page for better clarity
Reformatted the initial setup process on the Receive page for better clarity (this refers to the series of questions the user is asked when they go to the Receive page for the first time in the application)
Cropping can now be configured to happen automatically for mail after an image is taken. When enabled, you still have the ability to make any manual adjustments by clicking the crop/rotate icon at the top right of the screen. Go to the Settings tab on the Mailroom page to control this setting.
Removed the ability for recipients to modify the User ID field within their profile. This field is now view-only for recipients, and can only be modified by users with the Admin role.
Bug Fixes
Fixed an issue where the assign icon would temporarily turn red before turning green when Auto-Assign was successful
Fixed an issue where entering a phone number in an invalid format on the Create User page resulted in an error message of “Validation error.” It was unclear what this was referring to. The error state of the phone number field now matches the rest with a more clear message describing the format error.
August 2, 2024 (Version 1.4.5)
Bug Fixes
Fixed an issue where some users were receiving reminder notifications about items that had already been actioned by an automation
Fixed an issue where opened and scanned items were being escalated even after recipients viewed the opened and scanned documents after the reminder notification
July 19, 2024 (Version 1.4.4)
Bug Fixes
Fixed an issue where some users were receiving an error when trying to create a new automation. The error reported that the selected recipients already had an automation applied for the given item type when they actually did not.
July 10, 2024 (Version 1.4.3)
What's New
Added two new filter options to the Active Items page that allow users to filter by assignment status (assigned or unassigned) and storage status (stored or unstored)
Added three new widgets to the dashboard that show the number of items that are unassigned, unstored, and unsent
Added alerts to the Active Items and Active Storage Groups pages that alert the user when any items are unstored or unassigned
Added an alert to the Upload Images page to suggest that users should upload no more than 50 images at a time for best performance
Added item images to the “New mail ready for pickup” email (the email that is sent to recipients when items are received and Pick Up is set up as an automation)
On the Active Items and Active Storage Groups pages, your filters, column sorting preferences, and page navigation are now saved. This means when you exit either of these pages, your preferences will still be applied when you return.
When you’re redirected to the Active Items page after you’ve finished receiving new items, a filter will now be applied to show you only unsent items. This makes it easier to see exactly what you just received as well as any other items that need to be sent.
Bug Fixes
Fixed an issue where the delete button would not show a loading state when items were deleted. This allowed for users to click the button more than once which caused an error message to appear.
Fixed an issue where the mailroom’s default workflow selection was not actually being applied to items received even though the appropriate workflow looked like it was selected
June 20, 2024 (Version 1.4.2)
What's New
Added the User ID to the message that appears when Auto Assign successfully assigns an item
Bug Fixes
Fixed an issue where the image of an item would not resize properly when changing the orientation of a mobile device during the receiving process
Fixed an issue where some system errors were not being displayed to the user
Fixed an issue where setting up an automation for an action that was disabled within the mailroom settings resulted in items not being able to be sent to recipients
Fixed an issue where some users were not receiving new item notifications when an automation was set up for other users
June 14, 2024 (Version 1.4.1)
What's New
Added a message to the upload field on the Upload Images page that indicates the maximum file size is 30 Mb
Added an error message to the Upload Images page when the number of images uploaded exceeds the item limit of the user’s plan
Modified the text within the dialog for sending all items to specify that only assigned items will be sent
Bug Fixes
Fixed an issue where trying to complete a pickup request with qr code or signature was not working
June 13, 2024 (Version 1.4.0)
What's New
Revised the single item capture steps and layout to be easier to navigate and more mobile-friendly
Actions including assigning, editing the location, and adding a comment are now displayed as icons at the top right of the screen. Clicking any of these icons opens its respective drawer from the right.
The Auto-Assign result is now indicated by the color of the assign icon: Green when Auto-Assign is successful, yellow when the assignment must be validated, and red when Auto-Assign is unsuccessful.
Reformatted the way an item is assigned to a recipient for better usability.
A message now alerts the user about who the item was assigned to when Auto-Assign is successful.
For items captured with the Date Received workflow, you can now see the storage group’s sorting order as you’re capturing items by clicking the Edit Location icon.
In addition to adding a comment to an item, the Comments drawer now also shows you all the comments associated with that particular item.
Items are no longer required to be cropped or assigned before continuing to image the next item. You can now capture images in rapid succession if you desire by clicking the Continue button in the top right.
Added a new page called “Review Items” at the end of the capturing process. Here, you’ll see a full summary of all the items you just captured organized by their assignment status: Assigned, Validate, or Unassigned.
Enabled a new capture method called “Upload Images” which allows you to upload a whole batch of images all at once
Moved settings for item validation, Location ID format, and cropping to the Settings tab on the Mailroom page
Reformatted the Settings tab on the Mailroom page for better clarity
Bug Fixes
Fixed an issue where users were sometimes redirected to a page showing the message “You are now logged out” rather than the normal login page after logging out
Fixed an issue where the recipient’s address was not appearing in the item history event when the Mail action was requested
May 14, 2024 (Version 1.3.2)
Bug Fixes
Fixed an issue where recipients were receiving excess email notifications about the mailroom completing a request
April 8, 2024 (Version 1.3.1)
Bug Fixes
Fixed an issue where trying to delete an empty storage group resulted in an error message
Fixed an issue where some recipients were not receiving new item notifications
