Portal Account Integration - Accessing Portal from HowNow X will no longer require you to re-enter your login details. It will utilise the Business Fitness Identity account that you have logged into HowNow X with.

Removed Portal login from System Options | BF-3908

Remove Portal login screen when performing Portal actions | BF-3910

Added support for opening of records from Active Workpapers | BF-4606

Improved performance of record searching | BF-4192

Fix for emailing multiple Smart Links | BF-2970

Fix for invalid search terms | BF-2609

Fix Smart Link format regression | BF-2334

Improved actions for multi-selected files.

New record copy action "HowNow Web Link". The link has the ability to be shared, allowing the recipient to access the corresponding record in HowNow upon clicking. Subsequently, the relevant file will be automatically opened.

This version reverses the fast filing changes made in v513.

A new debugging feature has been added to allow tracking of record file modifications.

Added the ability to warn users that they are running on an older-unsupported version.

Improved Knowledge and Record filing | BF-2271

Further improved search times | BF-2024

Improved Logging around Contact Data Refresh | BF-2024

Improved security around accessing storage servers | BF-2024

Decreased search times across the board | BF-2122

Added 'Retrieving File' prompt to inform users the process when double clicking a file | BF-2063

Faster start-up times when launching HowNow | BF-1927

New users will be granted access to the 'Draft' status by default when none is given upon inviting | BF-1927

Users with the 'Can Edit Record Profiles' privilege disabled can now view record profiles, but will be locked out all of all profile editing | BF-1938

Changed the way HowNow opens files to force the document to open in the windows default application | BF-1166

Added release notes button to the software update form so users can check what is in a release before downloading it | BF-1246

Changed wording on Portal exports to show if one fail in a group of files failed to export | BF-215

Fixed issue with HowNowAlternatePosition bookmark pulling incorrect position | BF-757

Mobile number is no longer an option when inviting an account to the portal as this is managed via BF Idenity | BF-1041

Fixed issue with duplication email files containing attachments | BF-1142

Fix for renaming files that have a period in the title | BF-1340

Resolve issue where some firms were unable to open documents after updating to version 10.2.1.442

Record Weblinks - You will now be able to add weblinks (URL) as records. Perfect for OneNote files or any other information this accessible via a URL. Click here for more information on this new feature.

Change the behaviour for the linked records pane. Choose at a firm level or a user level if you want to show the linked records pane in the records search grid. Click here for instructions on to change this setting.

Ability to add a Service Account type employee for third party integrations. Click here for more information on using this feature.

Added a 'Service Account' type employee that can be used for third party integrations | BF-982

Options added for the firm or user to turn on/off the linked records pane in records search grid | BF-864

URLs/Weblinks can now be added as a record | BF-380

Adding a knowledge item is now only via right click menu in knowledge | BF-380

Change the order for the merge letter profile to move signatory below contact selection | BF-1204

Improved layout on records standard and full view to use the same row height for all documents | BF-1203

Resolved issue moving files between secure servers | BF-1040

All record locations can now be selected when duplicating a file | BF-964

The filter tip for recall filters will now display | BF-955

Resolved issue with assigning tasks to inactive employees in Jobs | BF-953

Fixed issue with multi selecting tasks within a job window | BF-946

Make revision notes action buttons visible | BF-931

Fix admin type records to be duplicated correctly | BF-931

Lock record profile when a record is marked final | BF-931

Fix issue where showing incorrect record status on profile drop down | BF-931

Resolved issues with creating a record from an email attachment | BF-915

Fixed misalignment issue with record description if column ordering is changed | BF-906

Pinning/Unpinning location panes will now be remembered | BF-864

Resolved an issue with profile select not allowing to profile select between the same locations | BF- 1037

Resolved an issue with multiple users logging into a terminal server | BF-1135

Fixed issue with locking record locations in Knowledge | BF-1146

Added a locked icon to a record profile when it is final and not able to be changed | | BF-931

Make revision notes action buttons visible in knowledge items | BF-931

Resolved an issue where records in administration locations could not be duplicated | BF-931

Introduced a maximum display title length to prevent formatting issues on contacts other tab | BF-931

Fix to allow for moving a moving record to a new location | BF-931

Resolved an issue where record statuses that shouldn't be showing were showing when creating a record from a knowledge item | BF-931

Improve contact repair | BF-957

Resolve issue where contact name and code were not showing on grid if contact was auto selected | BF-940

Preview button has been added to records | BF-620

Ability to choose at a firm or user if automatically logout on close of HNX Desktop App | BF-417

Re-designed right click menu with new shortcut keys for changing record status |

Default date range can not be set to more than 6 months | BF-689

Improved grid response when uploading a large document | DM-253, DM-236, DM-238
​

Refreshed the Knowledge Item Create Form | DM-334

Refreshed the Record Profile Form | DM-68

Refreshed to Record Duplicate form | BF-481

New column added to Record Profile to show the source of the File | DM-351
​

Resolved issue with store and recall filters | BF-444

Resolved an issue where a PDF wouldn't open correct after convert to PDF | BF-341

Prompt to add a default portal location will now only prompt if portal is logged in | DM-289

Correct email address is now being applied when batching merge letters | DM-338

Resolved an issue where assigned to filter was not showing in Jobs | BF-425

Fixed issue that stopped firms having more than 64 teams | BF-637

Teams list is now sorted A-Z | BF-677

Record icon is no longer changing when adding a record note | BF-680

Emails with attachments are now able to be opened on the new storage configuration | DM-263
​

Grid will now update again after adding a Record | DM-242
​

Resolved an issue where Employee Settings could not be saved | DM-391

Improvements to Licensing | BF-154

Important Security Release

Firms not connected to Portal will no longer be prompted for a Portal login | DM-289

Resolved an issue where Records created using the Batch function were taking on the previous records Client name, and error is thrown when exporting to the Portal when the Client information is inconsistent | DM-317, DM-342, DM-338

Contact Data Refresh log file and performance Updates | HH-3966

Major speed improvement to contact refresh. Each connection now sorts a hash of client data to ensure we only update clients where the hash changes | HH-3488

Paging has been added to the Linked Record grid | HH-3889

Added the ability to login via Microsoft business subscription | HH-3903, HH-3908

When using a task template in a job the scheduled date should now be correct | HH-3725

Combining Record Locations should move files in the backend again now | HH-3037

Merge documents should now open automatically when Auto-filing is not selected in the profile | HH-3912

Duplicating an HNDR will now duplicate all files | HH-3924

Contact Repair is now fixing the metadata again | HH-3589

Record duplication in all areas should also duplicate the Visibility | HH-3697

Resolved an issue where Add-ins weren't loading | HH-3954

Changes to Accepted File types will no longer be overridden | HH-3970

Updates to TLS across the applications | HH-3852

Echo Profile functionality limited to 100 files only | HH-3861

Employee Privileges should now show in Employee Select form when leaving the Employee Details form | HH-3720

Employee Select form - statuses now save when updating | HH-3682

FileNotes bring in Employee Positions again | HH-3747

Records Sorting has been changed back to Descending | HH-3872

Improved messaging when adding a document that is open on the desktop | HH-3700

Catpcha added on Password setup and resets for added security | HH-3706

Improvements made to messaging while user is accepting multiple invites | HH-3709

Changes to the back file structure to improve performance | HH-3728

Labels feature is now working again | HH-3335

Resolved an issue where the created date wasn't showing in the Audit Trail | HH-3755

Resolved an edge case issue where user couldn't select more than one client during a merge letter | HH-3582

Open File Tracking implemented to improve File Use scenarios | HH-3684

Right-click on Records grid no longer requires a left click first | HH-3674

Improvements to timing of Versioning and Change Status prompt posssibly noticed on slower networks | HH-3541, HH-3689

Selecting a Team in Employee Details now works on first click | HH-3299

End of Life of Record Import Functionality for HNX (replaced by Echo Profiling) | HH-3554

Multiple Tasks can now be selected in the Job profile | HH-3514

Users will now receive a message about potentially unsecure files that will require the administrator to add them into Options (.exe, .lnk, .bat, .cmd, .ps1, .zip, .rar, .7z) | HH-3607

Contact Tab - new advanced filtering has been added to make it easier for users to perform more complex filtering on clients | HH-3446

Check for inactive tasks removed for new job creation when changing the status to started | HH-2792

Users are warned if they attempt to add a prohibited file - Administrators can add the 'Accepted File Type' to the list in >File >Options >Records Tab | HH-3607

UI updates to the External Data Refresh form | HH-3196

New Installers have been made available for secure or server type environments that need admin permissions | HH-3021

Resolved an issue where Exporting Records was also creating an XML file

When profiling a Record the Job Selection field can now be cleared | HH-3394

When creating a Job, client roles now successfully populate again | HH-3552

Resolved an issue where the No Date Range search was not working in Admin areas | HH-3528

Start Date Required fields are now saving when ticked | HH-3562

When filing Emails the record title is again the subject instead of the Smartlink Prefix as per the setup of the Standard Record Title | HH 3570

Resolved Record Locations scrolling issues | HH-3618

Employee Admin - the status of an employee only ever changes when an invite is actually sent | HH-2822

Admins can now Release File locks in Knowledge | HH-3583

Contact Repair is now repairing Metadata again | HH-3589

Echo Profiling is no longer changing the extensions when a title of 80 characters or more is encountered | HH-3575

Contact Sync update for new XPM API version | HH-3309

'Contacts' Display Field Editor now requires the Support Code | HH-3448

Removed the Advanced Filter functionality from Contacts to comply with security improvements | HH-3449

Record ID GUID added to accommodate future file structure changes | HH3431

New Accepted File extension list has been added to system options and replaces the watch inclusions list | HH-3436

Improved messaging for invalid file types when Echo Profiling | HH-3454

Added paging to Contact lookup search for performance improvement | HH-3439

Improvements to messaging when Disconnecting Portal Clients | HH-961
​

Record Versioning Improvements - all new Records will be locked to 3 versions | HH-3512

Improvements to Merge functionality to improve performance | HH-3532
​

Release File Locks feature now available in Records right-click menu for Administrators | HH-3526, HH-3054
​

FileInUse Performance Improvements | HH-2803, HH-3546

Record Locations no longer disappear when changing visibility on certain sub-locations | HH-3404

Employee Roles will now fill correctly when profiling and performing merges | HH-3395, HH-3511

Deleting Record Locations will again move Records back to their correct locations | HH-3363

Powerpoint files no longer open in protected mode | HH-3419

FileNote shortcut F9 is working again | HH-3456
​

Fixed an issue that would cause version files to not be deleted under certain circumstances. This also had a follow on effect of not clearing the InUseBy filed for the record | HH-3441

Multiple Clients are no long able to be selected when using Profile Select | HH-1021

Datasync version updated for Xero v3 API | HH-2458

When filing to a contact active clients are now selected before inactive | HH-933

Old version files will now be cleaned up during the software update process | HH-3211

Added validation to email addresses in Employee Details when setting up a new Employee | HH-3256

UI Update to HowNow Portal form | HH-2961
​

System Option added to change the Firms default for moving or copying a file when using the New Profile Wizard | HH-3289

Update to Email as Body UI - adding a status bar | HH-3102

Performance improvements to speed up Profiling of documents | HH-3321

UI Improvements to column headings on the Edit Document Profile form in Knowledge | HH-3354

New method of file locking available | HH-3178

Personal photo and Firm logo are now able to be updated again | HH-2922

Can now edit a Knowledge document successfully without HowNow closing | HH-3236

Smartlink Prefix is now working again with Copy to Clipboard function | HH-3035

Invalid email addresses with non-valid characters and spaces can no longer be invited to the Portal | HH-3283

Notes now show in the New Profile Wizard when adding them | HH-2856

Modified date now updates again the first time the record is edited | HH-2845

Administrators changing the name of a Status no longer require HN to be restarted | HH-3101

Splash screen on start-up tweaked to ensure it comes into focus when required | HH-3053

UI update to Document Type form | HH-2339

Added validation to email addresses in Employee Details when setting up a new Employee | HH-3256

Added validation to email addresses when inviting a new Portal Account | HH-3283

Right-click option >Combine PDF is now working as designed again | HH-3259

No longer receiving errors in the log file when closing My Personal Details form | HH-3264
​

Email As Body is now bringing through the correct files | HH-3253

Primary email address can now be changed when inviting Portal Client | HH-3254

Documents no longer open after using the Send To function - Add-in update is required | HH-3345

Positions can be assigned to Employees again | HH-3381

Knowledge Duplication refresh | HH-2431

When selecting an entity for filtering or selection, the 'clear selection on search' will no be unchecked by default | HH-2701

Improved UI for managing Record Locations | HH-2881

Record Location visibility now has enhanced inheritance up and down the tree structure

Watch folder improved. The functionality now copies the file by default instead of move. File is moved into a 'Processed' folder once profiling is complete. | HH-2857

New in-memory caching of employee information improves performance of employee related forms | HH-2796, HH-2794

Updates to the Login Logout DLL's | HH-3063

Member Lists optimised | HH-2797

Lookups on Item New and Document Merge have been optimised | HH-3015

Reset Password functionality is now only available to the Employee (not the Administrator) | HH-3095

Employees can navigate to Business Fitness Identity from the Personal Details page using the 'Manage Account' button | HH-3089, HH-3199

Updates to Employee lookups | HH-3186

Privileges are now grouped when choosing the Admin privileges | HH-3185

Improvements to startup process | HH-3148, HH-3042

Improvements made to the Employee Select Form for Admin privilege updates | HH-3218, HH-3182

Contact Repair functionality now functioning as designed | HH-2562

Resolved an issue where the iconid was blank and causing HowNow to stall | HH-2977

Tasks can now be opened from a Jobs Template | HH-2773

Personal Filter Level setting is now working correctly | HH-2694

Resolved an issue when a Task was starting from FYE date instead of previous task end date | HH-2575

Modified Date now updates on Record Audit Trail as designed | HH-2368

Jobs no longer errors when changing the 'Assigned To' field | HH-2974

Can now add a Note to a Record | HH-2925

Emailing a linked Record 'As Body' now pulls through the correct data | HH-2981
​

A Template Task can now successfully be deleted from a Job Task Template | HH-3018

When adding to review list the listed employees should now display members that are 'Content Reviewers' | HH-3103

The software update notification bars can now be closed again with the 'X' | HH-3188

When setting up a new Employee all fields can now be navigated as required | HH-3198

UI update for 'This Edition is Deleted' in Profiling wizard | HH-2843

Optimised the loading of the splash screen | HH-2842

Record Locations integration with Visibility improvements | HH-2936

Performance improvements to the Personal Details area | HH-2868

DB Script updates for Column Sort Order issues | HH-2604, HH-2787

RowID's now reorder correctly on deletion | HH-2910

Record Duplication errors have now been resolved | HH-2914

Resolved Record Location RowID movement issue | HH-2972

Improvements made to how the UI is handled to prevent GUI issues appearing | HH-2898

Records saving to a job now show the correct Client selected | HH-2929

Options for scheduling have been standardised to prevent date issues | HH-2927

When Echo Profiling functionality is cancelled all documents can be cancelled | HH-2439

Software updates will now check every time HowNow restarts and not just once per day | HH-2555

Improved messaging in Knowledge dialogs | HH-2422

Improvements made to Records Import functionality | HH-2051

Introduced Echo Profiling for Emails | HH-2501

Performance improvements made to indexing | HH-2478, HH-2648, HH-2652

Change to Contact length in Phone DB field | HH-2588

Improvements to creation of Tasks with no Job association | HH-2621

UI update to Records Profile | HH-2577, HH-2645

Improved Echo Profiling by adding the ability to cancel all documents | HH-2486

Database Performance improvements | HH-2655, HH-2656, HH-2494, HH-2657

Employees area shows Active by default | HH-2613

When adding a Record and assigning a Task, the Task status can now be edited | HH-2638

A new dialog shows when attempting to open a Smartlink for a Record that doesn't exist in the database | HH-1359

Improvements made to Data Record conversion functionality | HH-1961

'Clear Selection on Search' is now unchecked by default when in the Contact Select form | HH-2701
​

My Procedures has been removed due to End of Life for this functionality | HH-1521

Improved the auto selection of the EntityName when profiling a document | HH-2695

Combine PDF's no longer stalling or causing errors | HH-2411, HH-2508

Convert to Data Record is now working as designed | HH-2408

Tasks can now be created from a Job again | HH-2451

Knowledge Notes no longer print with a title | HH-2421

Resolved an issue where a particular scenario in Employee Profiles wouldn't save | HH-2423

Files can now be renamed after clearing the InUseBy field | HH-2546

Improvements to the performance of the InUseBy field | HH-2544, HH-2547

Setting the Default Email Title no longer causes errors | HH-2513

Resolved some issues where the status change wasn't working consistently | HH-2538

Creating Tasks no longer causes errors | HH-2506

Allow Own Profile edit now shows the settings | HH-2450

Versions are now saving to the new database structure | HH-2606

No longer able to add files to a contact location without a Contact | HH-2123

Prompt to complete a Job now shows when final Task is completed | HH-1789

Home page settings can now be edited without errors | HH-2553

A dialog now appears when duplicating a Knowledge document that doesn't exist in the backend | HH-2590

When adding new Records and assigning a Task, Records show again on the Task | HH-2436, HH-2641

Files can now be added to Knowledge with long file names | HH-2351

New tasks are now bringing in Partner, Manager, Reviewer content | HH-2611

Jobs now correctly display when 'Today' is selected | HH-925

First Task template in the list will now be selected | HH-2418

Improvements to Record Location editor | HH-2390

Importing and converting Data Records should now work as designed | HH-2412

Extra error appearing in the Content Update is now resolved | HH-2780

Resolved an issue where Adding to My Review when adding a Record made HowNow unresponsive | HH-2751

Resolved an issue when the Combine PDF functionality was stalling | HH-2669

Contact Repair button is now available to select users | HH-2670
​

Added detailed logging to member invites and transaction status | HH-2487, HH-2503

Help Links not navigate to the Online Help main page | HH-2380, HH-2381

Profile UI update | HH-2180
​

Updates to the way transactions commit | HH-2503

Document Converter now installing with A4 as default paper size | HNS-744

Workflow transactions optimised | HH-2503, HH-2524, HH-

Resolved an issue where the Add-in manager wasn't updating with the software update | HH-2498

Improved the handling of the software updater so it is not tied to the first software updater logging into the HowNowX firm | HH-2142

Add-ins no longer show as Not Licensed | HH-2438

New Portal Accounts now pull in the contact email address | HH-2419

Performance improvements when deleting multiple Records and Tasks | HH-1623

Improvements to back-end storage locations | HH-2424

Pre-Release installer now downloads the Beta version of Email Manager | HH-2425

Record Location Duplicate, Move and Combine have been reinstated | HH-1677

Improvements to the Contact searching in the Contact grid | HH-2323, HH-2344

Jobs and Tasks forms now appear on the same screen as HowNow | HH-2328

Improved Custom Keyword tagging | HH-2297

Updated UI in line with Microsoft | HH-2302, HH-2301

Profiling of documents in Records has been optimised | HH-2179

Improvements made to domain matching when adding emails | HH-2036

Contacts Search Bar now deselects the text allowing users to add new search criteria | HH-2056

Performance updates when starting HowNow | HH-2066

Logout and Release Locks functionality optimised | HH-2140

Add an email with HowNow closed optimised | HH-2138, HH-2139

Improvements in back-end licensing | HH-2204

Performance improvements to the Profile Wizard | HH-2181

UI Icons updated - HH-2203
​

Improvements to Record Locations selection | HH-2168

Performance improvements when importing Job Task Templates | HH-2229

Job Details report removed - End Of Life | HH-2162

Updated UI of Member Details form | HH-2341

Tasks can now be added with long titles | HH-1313

Performance improvements to Jobs & Tasks Filter recall | HH-2234

Record title can be changed when profiling a document from the Office Add-in | HH-2287

Record Locations can now be edited | HH-2443

Teams visibility changes are now correctly reflected in the Editor | HH-2416, HH-2415

Reviewer field is now filling correctly when bulk importing for multiple clients | HH-1951

Search bar now works when Adding a Portal Account in Contacts | HH-2263

Perfomance improvements in Record Profiling when selecting the Area | HH-2124

Improvements to Contacts selected in the Jobs 'Activity' Report | HH-2216

The Next button is now showing when importing Jobs | HH-2352

Resolved Store/Recall Filter errors | HH-2119

Toolbar applications can be deleted again | HH-2178

Resolved UI alignment issues | HH-2316

Software Updater option now working as designed | HH-2318

Fixed the tab order when duplicating Records | HH-1535

Resolved an issue where errors were reported in the logs when creating a new Team | HH-2289

Duplicating in Records and changing location no longer errors | HH-2184

Recycle Bin is now functioning as designed | HH-2276

0 Emails waiting to be filed message no longer shows | HH-2078

Documents added with the Office Add-in can only be added once | HH-2095

Adding a new Portal Account to a Contact now pulls in the primary contact | HH-2146, HH-2177

Signatory Field is now pulling into the Merge function | HH-2136

Trusted Locations now updated with HowNowX location | HH-2151

Job Task template - Task Select - Position, Partner, etc, now working as designed | HH-2208

Completed Jobs Report now fits to screen | HH-2218

Deleting a task no longer changes the status to Cancelled | HH-2167

Assigning a Task from a Record now attaches the document to the Task | HH-2282

Jobs can now be imported and Contact can be changed | HH-2205

Can now open a Task from the Job Details form | HH-2206

Jobs auto-assignment of numbers is now working as designed | HH-2224

Job Task Template Task Details form now comes into focus | HH-2230

Task Templates no longer showing an error when assigning a Position | HH-2228

Jobs and Tasks can no longer be assigned to Inactive Employees | HH-2235

Positions is now working for Bookmarks | HH-2176, HH-2187

HowNowAlternate Position bookmark now pulls in the highest position | HH-1598

Assigned Employee now pre-fills when creating a New Job - HH-2231

Organisation Employees report has been removed - End Of Life | HH-2202

Record Versioning is no longer disabled by Knowledge Document properties | HH-2350

Log errors are no longer reported when searching on a Client in Jobs tab | HH-2442

Records Excel Export now exports the full search results | HH-2366

Icons for emails, add-ins | HH-2369, HH-2364

Options >System Wide settings updated to reflect HNX functional changes | HH-1660

After signing into Portal 'Restart File Helper Service' message no longer appears | HH-2045

Implemented timezone functionality for HowNow Hub | HH-1938

Implemented secure multi-firm support for Hub via File Helper Service | HH-1803

Implemented database re-indexing scripts for performance improvement | HH-1893

Implemented automatic keyword tagging for email attachments | HH-1680

Streamlined Reporting, removed Printer option | HH-1249

Preview is turned off by Default and not currently available in HNX | HH-1619

Improved token expiry messaging | HH-1999

Allow Previous Backups Feature for Administrators now added in Records Profile area | HH-1925

Search performance Improvements | HH-1910, HH-2132, HH-2067

Increased Link Code field to 32 Characters - HH-2061

Searching in Records using .ppt, .docx, .xlsx, .pdf now optimised | HH-2006

All users can update - now defaulted to ON | HH-2007

End of Life Home and Organisation Tabs | HH-1661

User Interface enhancements when uploading documents | HH-2039, HH-2126

Removed the message to restart the File Helper Service after logging into the Portal | HH-2045

New 'Echo Profiling' feature added when profiling documents to Records | HH-2155

Workflow is now turned on for licensed clients | HH-2185

End of Life Budget and Time from Jobs and Tabs functionality and tabs | HH-2161

Merge letters using multiple clients are now working as designed | HH-1662

Smartlinks is now notifying again when an update is required | HH-2064

Improved loading/status areas of User Interface | HH-1692

Signatory position should now pre-fill correctly when creating a batch from Knowledge | HH-1808

Resolved an issue to ensure the Watch Folder functions as designed | HH-2086

Content Download no longer causing errors in the log file | HH-2040

Duplicating a document now inherits visibility | HH-2111

The Client assigned to a Task can now be changed without error | HH-2093

When deleting in Knowledge the correct Edition will now be deleted | HH-2118

Knowledge are now saving to the Content folder again | HH-2128

Adding Revision Notes to Knowledge is no longer producing log file errors | HH-2089

Inviting Clients to the Portal is now working as desgigned again | HH-1507, HH-1865, HH-1857

Filters now lists and loads when exporting documents to the Portal | HH-1776

Filtering on Tasks no longer producing log file errors | HH-2076

Signatories are now correctly pulling into the New Profile Wizard form | HH-1230

'Assign a Task' form now tabs in the correct order | HH-2152

Add-in are successfully notifying users when updates are required | HH-2064

Jobs & Ribbon Filters are no longer visible when when licensed for Tasks only | HH-1606

All search bars require the user to press Enter after typing the search criteria in line with Online solutions | HH-1604

Visibility area is no longer available on the Ribbon Filters when licensed for Tasks only | HH-1613
​

HowNow X now requires 2FA

Record Versioning is turned on by default to 3 |

No longer retains retired files in the HowNow folder | HH-1911

Improvements in the Software Update process | HH-1496

Document locations can no longer be viewed in the wizards | HH-1866, HH-1865

The Checked Out function has been retired | HH-1513

Preview functionality has been removed while it is being rewritten to accommodate cloud access of files | HH-1871

Cloud Storage account creation locked down by new secure access code | HH-1838

Optimised Clearing of filters | HH-2005

Optimised File In Use checks for HowNowX | HH-1992

HowNow can now be launched from the Software Updater dialog | HH-2009

Grid paging optimised for faster return of search results | HH-2050
​

Merge Document dialog no longer shows a Test Hint | HH-1310

Scroll bar now working in Knowledge >Default Record Location dialog box | Hh-1878

Records and Knowledge Import tool now refreshes the location | HH-1889

Icons now populate when using the Import Records button | HH-1880

Records Cataloging optimised for HowNowX | HH-1811

Resolved an issue where files in the recycle bin could not be opened | HH-1972

Resolved time zone issue for AU states | HH-1940

Can now remove items from the Review list | HH-1986

Draft Word and Excel documents are now opening in Edit mode | HH-1869

Resolved an issue where Editions weren't renaming | HH-2046

Firm Name can now be changed successfully | HH-2015

HowNowX software will now install into the chosen directory | HH-1980

Filtering on highest edition will now show the highest edition you can see based on the recycling bin button being set or not | HH-1954

Port 445 accessible message is now shown after checking access to any drives instead of all of them | HH-1996

Opening HowNow with DataModified or any other date field will now sort in the correct order | HH-2047

Styling of default record locations, default record location = bold & blue, default Portal location = bold & green, archive = red

Only one default Client Portal Default location can be set | HH-1964

Authors/Users now identified by their name instead of their initials | HH-1988

Logo Updates - HH-2008

Resolved an issue when adding documents to Knowledge | HH-2083

Knowledge Import has been simplified and shows a validation error if the title already exists | HH-2077

Popup boxes sizing should no longer change | HH-2059

New signing certificates have been assigned to installers | HH-1962, HH-1971, HH-2023
​

Resolved inconsistencies in indexes | HH-2044

In the Records tab 'Create Follow Up Task' has been changed to 'Assign a Task' | HH-1426

Record Locations now show locations with multiple Teams Visibility assigned | HH-1461

Column heading no longer flicker to the field names when clicking on Record Locations | HH-1367

Fixed a problem which would cause an error regarding corrupted or incompatible filter settings from recurring after restarting HowNow | HH-1270

Default Sort columns that were previously set to descending sort order in HowNow 5.0 should now also default to descending order in HowNow 5.2 as well | HH-1273

"Update from External Database" is available for users that can edit contacts | HH-1018