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HowNow Server Release Notes

Updated this week

July 2025 - HowNow 5.2.1.445

Resolutions

  • Resolved an issue that was preventing client data from syncing into HowNow for new clients under certain circumstances.


October 2024 - HowNow 5.2.1.439

Improvements & Enhancements

  • Client Portal operations now authenticate via Business Fitness Identity in the browser | BF-3909

  • File Helper Service now utilises Business Fitness Identity for authentication | BF-3906

Resolutions

  • Resolved instances where file transfer speed could be decreased | BF-4554


February 2024 - HowNow 5.2.1.435

Improvements & Enhancements

  • Improved startup time | BF-3761

  • Improved speed of opening contact details | BF-3716

  • Improved reliability of performing actions on multiple records | BF-3567

Resolutions

  • Resolved rare display issue on record profile wizard | BF-2967

  • Fixed text not being selectable in contact details | BF-3718


October 2023 - HowNow 5.2.1.433

Improvements & Enhancements

  • Improved feedback when deleting teams | BF-887

  • Improved formatting of error and warning messages | BF-1498

  • Improved readability of right-click menus | BF-3415

Resolutions

  • Default apps, such as PDF readers, are now respected | BF-211

  • Resolved various issues with reports | BF-1698

  • Fixed various interactions with record notes | BF-3295

  • Fixed release notes link in software update | BF-3432

  • Fixed default area used for filing knowledge documents | BF-3455

  • Fix for record profiling when user doesn't have access to the record's status | BF-3563


July 2023 - HowNow 5.2.1.424

Improvements & Enhancements

  • Improved consistency of status selectors | BF-1674, BF-1729

  • Improved logic of default roles on created records | BF-2951

Resolutions

  • "Open at Tab" setting is now respected correctly | BF-1682

  • Resolved a validation issue when duplicating admin records | BF-1730

  • Fixed employee records receiving incorrect record grid details | BF-1864

  • Fix for SmartLink keyboard shortcuts | BF-2952

  • Resolved issue with unfinalise record permission | BF-2966


June 2022 - HowNow 5.2.1.419

Improvements & Enhancements

  • Refreshed the Knowledge Item Create Form | DM-334

  • Refreshed the Record Profile Form | DM-68

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

  • Selected grid items will now maintain their correct colouring for items in different columns | BF-180

  • Improvements to contact repair reporting | BF-667

Resolutions

  • When creating tasks errors no longer occur | DM-228

  • Adding email domains is now working correctly | DM-272

  • Resolved UI glitches in the Contact Select form | DM-315

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

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

  • Resolved an issue when disconnecting a client from the Portal | BF-197

  • Fixed issue when creating a record from knowledge item and searching for jobs | BF-545

  • Record location is now being held if a locked location is selected on a knowledge item | BF-202

  • Fixed issue with merge documents freezing when using MailScan | BF-422

  • Grid exports should now correctly export dates in a valid datetime format for excel | BF-183

  • Knowledge items will now delete from back end when removed from the recycle bin | BF-184

  • Changes to the contact field name correctly save in MailScan | BF-176

  • Resolved an issue where the HowNow.exe wasn't closing correctly | BF-175

  • Fixed issue where HowNowAlternatePosition bookmark was pulling incorrect information | BF-757

  • MailScan should now select active clients over inactive clients | BF-767

  • Recall filter tooltip has been restored | BF-782

  • NOT search criteria should now work on all search fields | BF-790

  • Record status colours can now be changed and saved | BF-797

  • Resolved visual error with showing user privileges on employees screen | BF-195

  • Resolved visual error showing recent location on profiling window | BF-321

  • Location now correctly selected when selecting a job in both the merge and auto-file form | BF-851

  • Watch folder path is now saving correctly | BF-890

  • Resolved issue where default filing location was not applying | BF-925

  • Fixed issues with HNDR when changing name, title or location | BF-1168


July 2021 - HowNow 5.2.1.368

Improvements & Enhancements

  • Improvements to Licensing | BF-154

  • Important Security Release

Resolutions

  • 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

  • Default Mailscan location is now saving again | DM-277


May 2021- HowNow 5.2.0.359

Improvements & Enhancements

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

  • Major speed improvement to Contact Data 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

Resolutions

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

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

  • Guest user privileges and functionality are now working again as designed | HH-3928

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

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

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

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

  • Documents open when Automatically File is not ticked | HH-3942

  • DataRecords are now being added to the correct filepath again | HH-3986


April 2021 - HowNow 5.2.0.338

Improvements & Enhancements

  • Updates to TLS across the applications | HH-3852

  • Contact Data Refresh now removes 'Commit;' from the custom script | HH-3840

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

Resolutions

  • Embedded File Paths should now work correctly | HH-3831

  • Resolved issues arising during update from versions 5.0.x.x to 5.2.x.x | HH-3291

  • 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

  • Resolved an issue where Records Import functionality was importing to the root folder | HH-3876


April 2021- HowNow 5.2.0.329

Improvements & Enhancements

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

Resolutions

  • Labels feature is now working again | HH-3335

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


March 2021 - HowNow 5.2.0.323 & .328

Improvements & Enhancements

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

Resolutions

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

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

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

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

  • Record duplication in all areas should also duplicate the Visibility | HH-3696


March 2021- HowNow 5.2.0.317

Improvements & Enhancements

  • 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

Resolutions

  • 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

  • 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

  • Number of versions kept option can now be changed | HH-3579


February 2021 - HowNow 5.2.0.302

Improvements & Enhancements

  • 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

  • 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

Resolutions

  • 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


January 2021- HowNow 5.0.0.281

Improvements & Enhancements

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

  • Datasync version updated for Xero v3 API | HH-2458

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

  • UI Update to HowNow Portal form | HH-2961

  • Knowledge Duplication refresh | HH-2431

  • Updates to Preview stability | HH-2489

  • 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

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

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

  • Home page removed from HN52 as the webserver is now deprecated | HH-3311

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

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

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



August 2020

HowNow 5.2.0.229 Beta

Enhancements/Improvements

Contact Repair Option now has a new checkbox in Privileges | HH-2365

Introduced Echo Profiling for Emails | HH-2501

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

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

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

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

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

Logo Updates - HH-2008

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

Streamlined Reporting, removed Printer option | HH-1249

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

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

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

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

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

Logout and Release Locks functionality optimised | HH-2140

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

UI Icons updated - HH-2203

Improvements to Record Locations selection | HH-2168

Updated UI of Member Details form | HH-2341

Profile UI update | HH-2180

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

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

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

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

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

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

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

Resolutions

The Contact Repair Option is no longer enabled for all users | HH-2454

ContactDataRefresh utility can now use a 'Last Modified Date' option to only update external client data for clients that have pending changes | HN5-1232

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

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

Autosearch has been reinstated when entering Job, Contact or Employee Name in the Activity Reports | HH-2428

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

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

Home page error has been resolved | HH-2578

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

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

Duplicating a document now inherits visibility | HH-2111

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

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

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

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

Fixed the tab order when duplicating Records | HH-1535

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

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

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

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

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

Improvements to Record Location editor | HH-2390

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

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

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

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

May 2019

HowNow 5.0.0.199 General Release

Resolutions

Fixed the user preview setting to allow users to correctly display the preview panel for records, knowledge or both | HN5-1634

Merge letters can now be used by multiple people at the same time | HN5-1349

Documents can now be edited only with the correct settings | HN5-1310

February 2019

HowNow 5.0.0.192

Resolutions

Emails added to HowNow via the email manager will now have 'Move File' selected by default to prevent an issue where users temp folder was filling up with emails | HN5-1223

Saved filters will now correctly persist after a HowNow restart | HN5-1220

Resolved file locking issues

Ctrl-clicking record locations to filter on multiple locations will now work as expected. Saving these filters will now also work as intended | HN5-1250

Resetting filters will now cancel any previously running searches| HN5-1254

'Version' misspelling in the notification bar has been fixed | HN5-1268

Ribbon Filter stability updates | HN5-1279

Enhancements/Improvements

New notification has been added when - HowNow detects a user is running an old version of the software | HN5-1234

February 2019 (Beta)

Email Manager 3.2.0.155

Resolutions

N/A

December 2018

Office Add-in - 5.0.0.62

Resolutions

Corrected Protected Excel workbooks incorrectly informing HowNow On-Premise that the document is closed | HNS-567

Enhancements

The Office Add-in now handles the closing of files opened via HowNow to better handle the change status dialog and InUseBy within HowNow | HNS-574

Lastest compatibility updates have been applied | HNS-570

Stability and performance enhancements | HNS-519

November 2018

HowNow 5.0.0.158

Resolutions

Users can no longer save records against clients that have a blank storage field | HN5-940

Jobs can now be successfully exported when attached to clients with an '&' in their entity name | HN5-953

Adding multiple emails or email attachments to HowNow with the same name will now prompt for all files and not just the first one | HN5-946

Editable excel files in knowledge will no longer be set to read-only when a second user opens the same file | HN5-848

Saving and Recalling filter is working correctly again when multiple items are selected in any of the checkbox filters | HN5-968

Content module screens grid heading will no long display in black | HN5-967

News item notes will again show at the bottom of the knowledge screen when a news item is select | HN5-960

You can no longer incorrectly set an admin location as the default for client portal downloads | HN5-881

Linked records that have been deleted will no longer be added as an attachment when a emailing another record with the same link code | HN5-973

The audit trail of knowledge documents will no longer incorrectly show a modification when a file is opened and no changes are made

Non-admin users should no longer be able to disconnect portal clients via the Contact Details screen | HN5-986

Signatory Position dropdown will now be correctly populated when a signatory is auto selected from the client selection | HN5-989

Opening word documents from HowNow will now always bring the document to the foreground | HN5-988

Removed Ribbon customisation menu as it provides no benefit to end users | HN5-1026

Fixed an issue that would cause merge documents run in a batch to be missing a batch number | HN5-1008

Fixed an issue where users couldn't see the display drop down in knowledge when no content releases existed | HN5-1035

Switched the order of the title and title preview controls in the profile wizard to prevent the title history drop down covering the preview text | HN5-1011

Enhanced the database backup process when upgrading HowNow and database updates are required | HN5-1042

Users can no longer incorrectly see the recycling bin when setup as a partner, manager, reviewer or signatory | HN5-1036

Resolved an issue on HowNow launch where the knowledge notes frame would flash momentarily | HN5-1031

Recalling filters whilst in records will now correctly re-select a previously filtered client | HN5-1038

The help button on the profiling wizard will now navigate the user to the knowledge or records help section, depending on the type of document they're filing | HN5-1040

Recalling filters for the 'Partner' role now work as intended when the 'Partner Title' is change in system options | HN5-1060

Non-Admin user no longer have access to API Integrations | HN5-1078

Tab order has been fixed on all pages of the Profiling wizard | HN5-1077, HN5-1066

Record locations on the profile wizard can now be selected by scrolling through them | HN5-1065

The auto-closeup functionality or various ribbon filters has been adjusted to make it more forgiving when moving outside of the list of options | HN5-1087

Changing the 'Date Range' filter to 'No Date Range' will now perform a search when a client filter has already been set | HN5-1111

Minor styling updates | HN5-1126

HowNow will correctly identify if a watch folder path is invalid on startup and continue to load | HN5-1172

Fixed issue when filtering on a contact where search text would be last when contact selection for opens | HN5-1146

Task assignment for tasks created from a job template will no longer use the first employee selection when tasks are assigned to the N/A position type | HN5-1134

Visibility filtering in Jobs & Tasks now as intended. Tasks will now correctly inherit visibility settings form the job they're attached to | HN5-830

Filtering on an employee with the "All role type filter set will now work as expected and show all items associated with the selected user | HN5-1149

Convert to PDF and Combine PDF functionality now informs users when a selected file is currently "In Use" | HN5-1125

HowNowWebserver will no longer prompt for update when not found or installed | HN5-1215

Fixed a filtering issue when no Role was selected in the records tab | HN5-1213

Turned off Preview functionality by default | HNS-559

User can no longer incorrectly delete Final type records via profile selection | HN5-1142

Enhancements/Improvements

New notification bar added to HowNow ribbon when a user opens a newer version for the first time. The notification bar is to inform users they're on a new version and to provide a link to the release notes | HN5-918

The 'Remote Support' option from the main menu of HowNow will now take users to a new remote connect landing page | HN5-734

The 'Request Support' option from the info backstage view will now direct user to our support webform instead of creating a new email addressed to support | HN5-734

New release notes hyperlink added to software update window | HN5-903

The InUseBy field for all documents & records is now cleared for a user when they close HowNow | HN5-969, HN5-730

Email or Print functionality has now been removed | HN5-947

Uploading a file to the portal that has no file extension will no longer produce an error and will instead inform the user that it's not a valid file for upload | HN5-835

Emailing records as PDF file attachments or combined PDFs has been improved for speed and reliability | HN5-995

Updated wording of the Content Update form, to clarify edited items will remain on the list | HN5-1027

Added new Export to CSV option to all tabs to export the current search results directly to excel | HN5-1012, HN5-1014, HN5-1006

Added new custom integration options to the integrations section | HN5-1034

.RTF files have been added to the list of supported PDF conversion extension | HN5-1039

HowNow will now allow multiple software updaters | HN5-1049

Open files dialog now has an activity indicator and additional message dialogs to better give feedback to the user while actions are taking place | HN5-1029

Importing PaperBuster files now default to MailIn Record status | HN5-1004

HowNow and the HowNow Document Converter now work more smoothly when running as a RemoteApp | HN5-980

HowNow and our office add-in will now work together to better track which files you have open and when files are closed | HN5-1068, HN5-1165, HN5-1193

We've added a new search indicator to show users when a search is currently in progress | HN5-1114, HN5-1115

A new open files dialog has been added to better handle files left open in HowNow after it end unexpectedly | HN5-1112

Employees who have not accepted their Client Portal invite cannot be setup as a signatory for a Client Portal agreement on behalf of the Firm until they have accepted their invite | HN5-999

Changing tabs in HowNow has been improved | HN5-1191

We've improved the search functionality to show search results faster | HN5-1119

You can now use our new keyword search functionality to filter your results based on a client specific data | HN5-1113

November 2018

Office Add-in - 5.0.0.59

Enhancements

Improved the startup speed of the Office Add-in to help prevent the add-in disabling due to auto-update | HNS-517

The Office Add-in now handles the closing of files opened via HowNow to better handle the change status dialog and InUseBy within HowNow | HNS-552

Stability and performance enhancements

October 2018

Office Add-in - 5.0.0.38

Enhancements

Stability and performance enhancements | HNS-519

The Office Add-in now handles the closing of files opened via HowNow to better handle the change status dialog and InUseBy within HowNow | HNS-510

Email Manager - 3.2.0.148

N/A

October 2018

File Helper Service - 5.0.0.75c

Improvements

Disabled HowNow 4.2 functionality to force a check for new Portal files, not required | HNS-477

September 2018

Email Manager 3.2.0.143

Improvements

Added the email's subject detail to the prompt to file to HowNow when sending an email | HNS-441

September 2018

File Helper Service - 5.0.0.74

Improvements

Added a new setting for the service bus connection that may allow for clients with particularly stringent firewall rules | HNS-403

August 2018

Office Add-in - 5.0.0.28

Improvements

COM Add-ins now added to Trusted Locations | HNS-226

July 2018

Email Manager - 3.2.0.140

Resolutions - HotFix

N/A

July 2018

Email Manager - 3.2.0.138

Resolutions

N/A

May 2018

File Helper Service - 5.0.0.72

Resolutions

After files are uploaded by a user, and deleted by the administrator on the Portal, the File Helper Service starts successfully | HNS-339

April 2018

HowNow 5.0.0.119

Resolutions

Temporary HowNow files are now stored differently to prevent access/permission issues | HN5-869

User settings and alert preferences are now correctly created/repaired if missing or incorrect | HN5-661

The open files dialog on HowNow close will now correctly display the title of open knowledge documents | HN5-669

Cancel button on New Profile Wizard closes the window without raising any errors | HN5-865

Outlook security message no longer pops up when filing email | HN5-741

NewClientFile EmailAs functioning correctly | HN5-728

Merge documents will no longer given an error when 'Automatically File' isn't set in the profile | HN5-860

HowNow will create the 'Content' folder on startup should this folder not exist | HN5-857, HN5-838

Emails can once again be added to HowNow via Drag'n'Drop from within Outlook | HN5-927

The knowledge preview will now correctly display the selected document edition. Previously it would always display the current edition | HN5-897

Investigated general stability and preview functions | HN5-930

Improvements

New signatory field and automated selection when importing via the importer or via MailScan | HN5-804

Added ability to disable all Portal notifications for a document uploaded to the Portal for the lifetime of that document in the Portal. When exporting the document an email can be generated with the download or signing links for custom email correspondence | HN5-674, HN5-675, HN5-676

Enhancements

New record profile option to disable preview per record. This is to prevent issues with password protected files | HN5-685

Fast filing (Finish Button) is now available for Client, Team & Admin locations | HN5-837

User will no longer be able to see records that they prepared when they don't belong to the teams set by record visibility | HN5-913

April 2018

Resolutions

DataSync - 1.3.0.12 Created a workaround for the iFirm API connection that was timing out | HNS-343

FileHelperService - 5.0.0.72 Fixed an issue where the File Helper Service incorrectly identifies files that have been deleted | HN5-912

January 2018

HowNow 5.0.0.110

Resolutions

Upgraded the method of saving and recalling filters (Previous saved Filters will not copy over to this new version) | HN5-818

Users should now be able to correctly type into the Content number filter after selecting a Content module | HN5-577

Resolved ISC error when searching in Jobs with "None selected" Type | HN5-803

Immediately after switching to any tabs the user should end up in the filter edit control | HN5-845

When adding a Knowledge Document and moving back to the first screen to add a Procedural Area the Next and Finish buttons are now available | HN5-765

Right-Click to select Contacts now able to be stored in Filters | HN5-664

Using the fast filing options the Finish button is no longer available when top level locations are selected | HN5-836

Enhancements

The recall filter buttons are disabled when there is no stored filter available | HN5-762

'In Use By' Enhancements | HN5-706

January 2018

HowNow 5.0.0.106

Resolutions

Recalling a saved filter that included a date range eg. 1 week, will set the date range to the last week, not the week when you saved the filter | HN5-733

New Features

Email As and Copy to Clipboard as Smart Link URL | HN5-808

December 2017

File Helper Service - 5.0.0.69

Resolutions

Record location visibility is now applied to the downloaded file | HNS-83

Files uploaded to the portal with a colon or semi-colon should have them stripped out | HNS-286

Files with very long file names can be sucessfully downloaded back into HowNow from the Portal | HNS-274

December 2017

Email Manager - 3.2.0.115

Resolutions

N/A

December 2017

HowNow 5.0.0.105

Resolutions

The main checkbox filters on the ribbons remain visible at all times | HN5-833

Sites with more than 64 team members can search using the Status Filter consistently without error | HN5-824

November 2017

HowNow 5.0.0.99

Resolutions

Resolved issue causing the cursor to jump out of the Search box after a search | HN5-811

Database Alert events were being acknowledged by HowNow too frequently and this was affecting performance| HN5-812

Knowledge documents are now being saved to the Content folder correctly | HN5-807

Reconfigured the initialization logs so that there is a single log per HowNow user to stop the Logging folder from growing |HN5-809

Resolved application error reported in HowNow (after selecting several ribbon filters) that required HowNow to be restarted | HN5-801, 707, 815

Logging can now be correctly switched off through database settings | HN5-798

Added test mode to HowNow5 to allow for better support and troubleshooting of environmental factors | HN5-821

November 2017

Office Add-in - 5.0.0.19

N/A

November 2017

HowNow 5.0.0.94

Enhancements

New AdobeSign pre-processing end points replaced GroupDocs version | HN5-554

Efficiency introduced for the Software Updater | HN5-214, 630

Improve document upload timeout for AdobeSign | HN5-667

Updated context sensitive help to point to online help files | HN5-369

Update to Preview browser | HN5-638

File preview size can now be set to limit the file size being previewed | HN5-656

Improved the speed of previewing PDF Files | HN5-656

Improved the speed of the grid loading | HN5-743, 746

Improved the speed of handling files, when adding files to HowNow from the Office Add-in and Outlook Add-in | HN5-768

Reordered Birth Day and Month in Personal Details | HN5-729

Preview of PDF files will not lock the PDFDocs file, preventing it from being edited | HN5-744

Resolutions

Email Preview using a more efficient method to retrieve email contents | HN5-614, 774

Users are now notified when not enabled for AdobeSign | HN5-618

Fixed issue arising when profiling to a Team Record Location | HN5-621

Ability to add Content numbers in Knowledge filter | HN5-577

Non-Administrators can now access the Add-in Manager | HN5-620

Ability to disconnect Portal Accounts without Administrator rights | HN5-626

Content Update workflow improvements | HN5-657

Fixed issue arising when profiling a Document while Preview is turned off | HN5-715

Description of scanned files is no longer being cleared | HN5-720

Multiple line descriptions now available when profiling Documents | HN5-721

File Converter updated to resolve document merging issue | HN5-653

Users can now change the location of a Record with Preview turned on | HN5-652

HowNow Temp File folder now being created on startup | HN5-665

Ability to change the Record status from the Document Record Profile with Final status | HN5-582

Statuses that can be assigned when adding and editing Records are now limited/restricted | HN5-666

Ability to add OneNote documents to HowNow through the SendTo Explorer menu | HN5-520

Single file OneNote files can now be added to HowNow | HN5-520

All task dates are now calculated when the start date is before today’s date | HN5-559

Error message displays when Preview DLL is missing |HN5-665, 758

Date Range search results now more consistent HN5-799

Issue where entering a File Note text jumps to the search box is resolved | HN5-757

Resolved issue with the error logs running when they have been disabled | HN5-745

Changing User and the Ribbon State (Visibility) now updating correctly | HN5-735

Resolved Marshalling error when uploading documents to the Portal | HN5-639

Resolved the error that on HowNow start would show "invalid memory" or "referenced memory error"

Resolved search error when using Date Ranges | HN5-799, 752, 776

Filters can now be saved when the Area drop down is set to 'All' | HN5-797

Preview updating more efficiently after selecting Modified, Added, Created and Finalised tabs in Records

Improvements to the 'In Use By' field in Knowledge to report on document use more accurately | HN5-749, 652, 718

Error logging now reporting correctly | HN5-717

October 2017

Email Manager - 3.2.0.112

Resolutions

Update applied to remove reliance on Outlook features that Microsoft removed in the latest update | HNS-265

Enhancements

Update Add-in Express Version for further compatibility | HNS-270

September 2017

Email Manager - 3.2.0.110

N/A

August 2017

Office Add-in - 5.0.0.18

Resolutions

Prevent Office Addin from refiling current Knowledge and Record documents

June 2017

Email Manager - 3.2.0.108

Resolutions

A small percentage of emails were not profiling into HowNow On-Premise after x days of use

Emails without a subject will now be added with the title: NoSubject

Resolved saving emails with special characters in the subject

Removed HowNow Firebird check causing an error to appear on startup of Email Manager.

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