Application Notes

This change log describes new features, enhancements, and defect corrections for the DocOne® application.

March 3, 2015

DocOne Account Administrators: Quick Setup Guide now available: The DocOne Quick Setup Guide provides a high-level workflow when using the Administration application to create organizations, users, roles, and custom packages. For more information, see DocOne Quick Setup Guide.

January 22, 2014

DocOne Account Administrators: ability to deactivate a base package

Previously, DocOne account administrators could only deactivate/activate custom packages in the Administrator application. Administrators can now deactivate/activate base packages.

A deactivated package will remain reassigned to your account for activation at a later date. Click the X button for that package to deactivate it; click YES to confirm the action.

Document selection enhancements

The following enhancement have been implemented when selecting a document(s) in a new transaction:

Use the up/down arrows to sort each column by ascending/descending order.
Use the Text Search field to search for documents within the available list.
Documents within a package now display the Content File Name as well as the Description for Banking users. These are internal tools used by Wolters Kluwer Financial Services for any troubleshooting.
The Select All feature works with the filtered subset of the documents.

See Creating a new transaction (Default).

Default users: document preparation date is now set to current date

Due to a compliance recommendation, the Document Preparation Date is now always set to the current date when creating the final package and sending to fulfillment.

December 4, 2014

Recent Transactions and Search Transactions pages combined; Import CSV option combined for Default users

Users can now perform the following actions from the combined pages (DocOne® Main Page):

Create a new transaction
Search for existing transactions
View recent transactions
Import CSV files *Default users only

See Using DocOne® Default for more information.

Ability to delete transactions available

Users can now delete transactions by hovering over the desired transaction on the DocOne Main Page and selecting the delete (X) icon on the right side of the transaction. For more information, see Deleting transactions.

Note: This is supporting content

Ability to preview documents

Users can now preview documents before creating the final package; click the PREVIEW button to generate a preview of the document(s). Each page includes a watermark across the entire page; no billing record is created.

CREATE PACKAGE button replaced VIEW PDF button

The CREATE PACKAGE button has now replaced VIEW PDF; it appears after generating documents in the DocViewer and operates as it did before.

See Creating a new transaction (Default).

October 9, 2014

The DocOne Administration Guide is now available for users to learn information on creating/editing organizations, users, roles, contacts as creating custom packages. Click here for a read-only version of the document. In the future, you can access the DocOne Administration Guide in the Overview section.

September 8, 2014

Accounts option added to all DocOne® products

Accounts have replaced Organizations as the primary container for customer data. Users can now select a specific account from the Accounts dropdown to process a new transaction. Organizations now act as a means to organize transactions; for example: branches.

Note: The Accounts dropdown appears only if a user is assigned to multiple accounts.

For more information, see Selecting an Account.

User Profile Page added

The User Profile page allows DocOne users to perform the following:

Edit user information: email address, first/last name, and phone number
Reset a password
Edit challenge questions

For detailed information, see User Profile Page.

Mailing options added to DocOne® Default

After selecting the SEND TO FULFILLMENT button, users can select one of the following mailing options when sending a default package:

Use WKFS Mailing Options (default option)
Use Custom Mailing Options

Users can select USPS, FedEx, or UPS as mailing options.

For detailed information on using this feature, see Creating a new transaction procedure.

USPS Firmbook clarification for First Class mailings

Users can select the Add to Firm Mail Book (Not available for First Class or USPS Priority) option when selecting any of the following Certified mail types:

Certified Without Signature
Certified With Greencard
Certified With Electronic Signature

Note: Users can select the Add to Firm Mail Book (Not available for First Class or USPS Priority) option only when selecting one of the Certified mailing options.

For more information, see Using DocOne - Creating a new transaction.

Error message clarification added when sending to print fulfillment

Selecting the Send to Fulfillment button on the transaction summary page displays either a confirmation message or error regarding the mailing. Typical errors include the following:

Unable to determine mail type
Unable to determine recipient

For more information, see Creating a new transaction.

Organization search available

Users can now select any of the organizations within their license account(s). Click the CHANGE link in the ORGANIZATION section when creating, editing, or copying a transaction.

The search results display the name of the organization and its location for each entry.

For more information, see Creating a new transaction.

Default Organization enhanced

When logging in and creating a new transaction, DocOne displays the last used organization in the ORGANIZATIONS field.

Note: The ORGANIZATIONS section does not appear if your account only contains one organization.