If you have a server, before installing this update on a workstation you must first run the update on your server! Also note that you may need to adjust your firewall settings. See this link for detailed install instructions.

This update introduces many improvements and some new features of which the main ones are listed below.

• 'Paste Document as Duplicate' option
• Option to enforce keeping the Revision & Next Review Date for minor revisions.
• Ability to set/override the revision date when revising with an external document.
• Ability to change a document revision number for any document that has no revision history up until it is approved.
• Ability to bulk subscribe documents to an email address as well as to User Groups and not just individual emails.
• Additional Document Portal configuration options under Application Options --> Publishing.
• Copy document hyperlink from multiple documents simultaneously.
• Choose default document hyperlink action: view or download.
• Automatically mark a document for public publishing when copying a document hyperlink.
• Allow viewing of expired documents from hyperlinks instead of showing expiration notice.
• Include track-changes when exporting an unapproved word document.
• Password protected Word, Excel and PowerPoint files can now be imported and will be processed correctly.
• Built-in CAD drawings viewer.
• New Report: 'Framework Mapping' report - document to framework mapping matrix.
• From now on when installing an update on the server all workstations will automatically be updated without requiring elevated permissions.

• NovaCore Toolbox not showing inside Word: Fix/workaround addressing a breaking change introduced by a Microsoft update released 12-Nov-2024.
• Republish document after reviewing.
• 'Remember me' option on NovaCloud Desktop app.
• Improvements and fixes to built-in PDF viewer.

If you have a server, before installing this update on a workstation you must first run the update on your server! Also note that you may need to adjust your firewall settings. See this link for detailed install instructions.

This update introduces many improvements and some new features of which the main ones are listed below.

• Review a document that does not require content revision.
• All document reports can now be filtered by date range and/or user.

• The Document Portal has been redesigned from the ground up, with a big speed improvement as well as support for custom SSL certificates to encrypt and secure traffic.

If you have a server, before installing this update on a workstation you must first run the update on your server! Also note that you may need to adjust your firewall settings. See this link for detailed install instructions.

This major release introduces many improvements and features.

• Improved PDF viewer

• In the Framework Overview screen the Available Documents list is now customisable and can show latest and current documents

• Under certain conditions document revision fields would not update correctly
• Under certain conditions MS-Office add-in would cause and access violation error

• Minor security fix
• DMS folder names would not show after a folder drag-and-drop operation

• Ability to cancel/undo a new unapproved revision and revert to the previous approved version
• Ability to copy and paste folder structures with options to include copying permissions, publishing settings and other folder properties
• The [Apply Template] or [Reapply Template] button in the Word Toolbox now provides options to apply header only, footer only, and document styles

• When a document is Approved it will also be marked as Compliant
• Performance improvement at Login with no delay
• Implemented natural/logical sorting when sorting document numbers, document names and DMS folder columns i.e. sorting ignores case and where digits exist they are treated as numbers
• Changing Root Folders under Publisher in Application Options is now prevented if the TakeOwnership option is set to TRUE in the Publisher's settings.ini file to prevent deleting server files if a user inadvertently changes the Root Folder
• Framework Editor: New option: 'Hide Documents & Show Item Overview' - Makes a framework item display a full HTML page instead of document links for items that do not require document links but are needed to provide important information
• Summary Pack report updated to cater for multi sub-framework setups
• When revising a document you can now choose a different format when using an external file

• Using a single quote character in a DMS folder name caused the DMS Register Report to fail
• When exporting a document as PDF revision markup was showing thus distorting layout
• In Excel 2016, the NovaCore add-in might become disabled after closing Excel
• Custom Frameworks with names longer than 20 characters could not be set to publish under Application Options -> Publisher

• Several fixes, enhancements and new features rolled into public release 3.1.1706.1

• Various minor bug fixes

• Various NovaCloud improvements

• Several minor bug fixes

• The NovaCore add-in for Office will automatically attempt to re-enable itself if disabled or inactive for whatever reason.

• The software updater would incorrectly install the 32bit version of the Office add-in with some flavours of Office 64bit
• When printing or exporting multi sheet Excel workbooks not all pages would have the correct status watermark
• Template manager would not refresh correctly when creating a new template
• Next Review date could not be changed if the system date format included month names eg: 03-Aug-06

• Drag & Drop of documents between DMS folders did not work in update 3.1.1607.1
• Folder Publishing did not work in update 3.1.1607.1

• DMS Register Report - A document register of each of the folders and sub-folders that branch out from a selected Library or Folder

• Improved PDF handling with PDF content search, selection and copy functions
• Improved PDF printing
• Improved exporting of reports

• Users without approval permission but belonging to a Group with document approval permission did not appear in the list of available document approvers

• NovaCloud - The long awaited cloud version of NovaCore is now available that allows access to all the loved NovaCore features via a web browser from anywhere in the world. See here for more details

• Several important fixes and optimisations

• A bug introduced in version 3.1.1510.1 prevented PowerPoint documents from being exported

• Windows 10 compatible particularly now that Internet Explorer has been replaced by Edge
• NovaCore add-in fully compatible with MS Office 2016
• Full support for image and video files as documents with a size limit on videos of 350MB.
• Ability to relocate a DMS document to a Framework
• Frameworks now have an editable overview page

• PDF files can now be viewed without the need for installed PDF viewer software such as Adobe Acrobat, Foxit Reader, Nitro PDF, etc.
• PDF files are watermarked according to document management rules enforced on Office documents
• Ability to edit revision notes on PDF and other non Office documents
• Ability to mark documents as Waiting Approval on PDF and other non Office documents
• Documents can now be unlinked from all of a framework's items in one go
• The Publisher search functionality has been improved in line with the DMS search functionality
• Option to disable database auto discovery on login screen by setting the DB_auto_discovery option in the NovaCoreDS.ini file on the server

• Width of the Available Documents panel of the Framework overview screen would not be remembered
• Excel would throw an error when custom field values began with a minus, plus or equal symbol, thus preventing the document from being opened
• In rare cases PowerPoint documents that were marked as protected and then approved from within NovaCore would be published or exported with blank slides
• Summary Pack Report would always display the SRTO2015 framework regardless of selected framework
• Under some conditions document history would not display correctly

• On opening NovaCore the DMS layout restores itself to the user's previous session layout (for folder expanded/collapsed state and selected folder)

• In some cases Excel documents would not publish or export correctly and a hidden instance of Excel would remain open. This would occur if the Excel document was an old format and contained formatting features of newer Excel formats.

• Dashboard's Version tile changes colour (red, amber, green) depending on how old the installed software version is compared to available updates

• When importing Folders and Files via drag & drop into the DMS file names were always changed to lower case
• Several report options were not working as expected e.g. when selecting the "Only include documents linked to framework" option
• Dashboard document lists were blank in some situations

• Links that map a document to one or more Frameworks can now be copied and pasted to another document

• Improved support for Next Review Date and Review Interval in the NovaCore Toolbox in MS Office Applications
• Enhanced search functionality to search for ORPHANED documents (those documents that used to belong in a folder before the folder was deleted) by typing the word in capitals
• Ability to copy & paste or drag & drop files from DMS search results to a folder

• Setting Review Interval from NovaCore Toolbox in MS Office Applications would cause the Next Review Date to be set some time in year 1900
• On revising and approving a document from the Documents Past/Due Review tiles on the Dashboard the list would freeze
• In some situations unlinking a document from a framework would not work
• Publishing documents as original failed in some instances

• Links that map a document to multiple DMS folders can now be copied and pasted to another document
• Recent Documents Edited history list can now be cleared via the main menu: Tools/Config -> Clear History

• Added a confirmation message before deleting a framework in Framework Setup
• Added relevant file extension options when exporting MS Publisher documents
• Added support for any file type and displays appropriate file type icon
• Enhanced search functionality for searching by file extension when a search word starts with a dot or using the wildcard syntax eg: *.jpg .png
• Enhanced search functionality enabling the use of AND, OR, NOT as part of search eg: version or control not policy
• Search results are more intuitive
• The MS Office Convert function can now be used to convert old document types to the new (eg doc to docx) allowing new document formatting features to be used and preserved on saving

• Documents could not be deleted
• Documents published as private could be accidentally/maliciously accessed via the inbuilt document portal without requiring user login

• In Framework Setup could not edit framework items of a duplicated framework
• In some instances published documents would publish with blank files and a file size of 0KB
• When publishing Excel documents as protected the Excel worksheets would still be editable
• In some cases publishing Excel documents as protected and in 'Original Format' would publish them as PDF instead
• Several minor fixes improving user experience

• Framework Setup: Ability to duplicate a framework
• Corporate colours can now be defined that will be used in reports

• Huge speed improvement on Framework Overview screen. Allows for very large framework setups with thousands of linked documents such as when tracking RTO scope as a framework.
• Redesigned reports

• Under 'Manage Users' could not convert a PowerPro user to a shared PowerPro/NovaCore user
• When importing a PDF file its Status was set to 'Newly Imported' but because PDF files cannot be edited there was no way of marking the document as 'Waiting Approval'. PDF files are now imported with 'Waiting Approval' set by default
• If a document had a Review Date set and the Review Interval was changed to 'None' the Review Date would not clear
• When approving a document that had Review Interval set to 'None' the Review Interval would reset to 'Default' and a new Review Date was set
• After copying a document from a framework into a DMS folder it was impossible to delete the Document Link in the folder
• Various minor tweaks and bug fixes

• Framework items/clauses can now include a custom icon, colour and font style. Items/clauses can be assigned a group/classification name to identify them as requiring special or different attention
• Ability to convert an existing document into a template
• Ability to install Framework Packages containing complete framework definitions documents and document mappings. Packages can update an already installed framework to add documents or refresh content.

• Word, Excel and Powerpoint documents can now be exported as Office template files ie. .dotx, .xltx, .potx
• Greatly reduced memory usage of the Office Add-In
• Improved applying a template when using template page formatting. Exact margins are applied

• When adding a new user group in some instances you could not enter a group name
• After opening and editing a Powerpoint presentation it would not be saved back to NovaCore if the presentation was marked for publishing
• After opening and editing an Excel workbook it would not be saved back to NovaCore if the workbook was marked for publishing
• Could not define default Check Out/In permission for user groups
• Some times revision notes would not save or would be replaced with random characters
• When changing company logo the change would not update all documents in which the logo had been inserted
• After changing the display order of a framework item in 'Setup Frameworks' the framework would no longer display in the compliance view
• When importing or creating a new document the Review Interval was set to 'None' instead of the defined Application Options default

• In rare cases opening and closing a document, which had been published or exported, the document would be deleted by the Office Application
• Occasionally the DMS search function would not work
• Exporting an Excel workbook in .xls format did not work although no problem with .xlsx workbooks
• In some circumstances Revision fields did not update on approving a document
• Private FTP and Folder Publishing of Excel documents marked as "Publish as original" would always publish them as PDF
• If a document, marked to be published, had as its primary location a framework and one or more copies were located in DMS folders then it would only be published to the framework destination folder and not to the DMS folder destinations.

• Templates did not show in Template Manager if Document History was enabled

• Could not select an Approval user from within a document
• When printing an Excel document 32 would show in the center header

• Fix to previous update preventing exporting and viewing of PDF documents

• Standards for RTOs 2015 (previously known as ASQA) framework now available
• Insert system defined company logo into documents the same way as you would do with custom fields. Changing the logo under Application Options will automatically update documents that contain the logo.

Enhancements/Changes

• Improved FTP and Folder publisher with new option to "Take folder ownership" which keeps the destination folders in perfect synch with the DMS.
  - Exported documents are date stamped with their approval date.
• Improved Office Add-In stability
• Printer options are now displayed when printing a PDF

• 'Create Your Own Framework' or CYO as we like to call it.
   - Allows you to create a custom framework against which to map documents and track compliance
• Framework documents can be given custom classifications in addition to the default 'Policy', Procedure', 'Form' and 'Manual'
• Office is no longer embedded in NovaCore but rather NovaCore is 'embedded' in Office as an add-in. This allows greater flexability when working with documents, improves speed and eliminates the many issues experienced when Office is running as an embedded application
   - includes state of the art technology that keeps you linked with the NovaCore database no matter where you are
   - provides the ability to check-out documents and work on them remotely
• Double-clicking a document opens it in view or edit mode depending on it's status
• Document Check-Out / Check-In feature allowing documents to be taken "offline" edited external to the system and then checked back in once complete. Includes option to Undo Check-Out
• Copy and paste functionality enabling a duplicate copy of a document or a reference link to a document (equivalent to Windows shortcuts) accross frameworks and folders (Reference links are only supported in the DMS)
• New command-line option to automate the login process:
   "a" = login automatically with the login details provided by the other command-line options
   "u xxx" = user name where xxx is the user name
   "p xxx" = password where xxx is the password
   "s xxx" = database server name where xxx is the server name
   "db xxx" = database filename where xxx is the filename
  e.g.:  "C:\Program Files\NovaCore\CMS\CMS3.exe" "u RTOADM" "p MANAGER" "s localhost" "db C:\Program Files\NovaCore\CMS\CMS.fdb" "a"

Enhancements/Changes

• Document names can be edited without first opening the document
• On importing external documents each document's revision number can be set to a revision other than the system default
• When printing Web Forms, the form prints in a printer friendly format
• After deleting a user another user with the same login can be created
• Doc# is now included in Document register reports
• Publisher option to delete any files and folders on server/FTP destination that used to be marked for publishing but are no longer