Rubex – Release Notes

Rubex Release Notes Version 23.03.22.1

Enhancements:

• Implemented some UI enhancements to the audit logs.

Bugs:

• Resolved an issue in which granting instant sign in to a guest and a group could result in different access than intended (under specific circumstances).

• Resolved an issue in which some users were erroneously being given access link permissions (under specific circumstances).

Rubex Release Notes Version 23.03.14.5

Enhancements:

• Implemented some UI updates/naming convention adjustments for license types.

• General UI enhancements.

Bugs:

• Resolved UI issue in relation to path names on search results.

• General UI fixes.

Rubex Release Notes Version 23.03.09.5

Enhancements:

• Implemented options for separating email notifications and in-app notifications for workflows.

• Implemented an account setting to allow an admin to require eSignature 21CFR Part 11 Compliance for eSignature transactions.

• General UI enhancements.

Bugs:

• Resolved an issue in which the Delete step in workflow was not working under specific circumstances.

Rubex Release Notes Version 23.03.07.1

Bugs:

• Resolved an issue in which navigating structure in the left pane was causing unexpected slowness.

Rubex Release Notes Version 23.03.02.1

Enhancements:

• Implemented a minor UI adjustment in the Rubex Desktop App.

Rubex Release Notes Version 23.03.01.1

Bugs:

• Resolved an issue in which the check-out process in the Rubex Desktop App was erroneously adjusted the match the check-out process found in browser.

Rubex Release Notes Version 23.02.28.5

Enhancements:

• UI improvements to the SSO/SAML settings page.

• Implemented an option to automatically update a user’s max user session length in their user settings.

Bugs:

• Resolved an issue in which some users were receiving an “Unable to connect to Rubex Hosted” error message on login.

• Resolved an issue in which entering an incorrect password when attempting to check out a file (that requires a password) was not displaying the proper message and incorrectly marking it checked out.

• Resolved an issue in which using an eSignature template (but not completing the transaction) was leaving an additional blank template in the eSignature templates list.

• Resolved an issue in which, upon deletion of a user or their user license, their shares remained (despite not having any way of accessing them following deletion).

Rubex Release Notes Version 23.02.14.3

Enhancements:

• Implemented enhanced audit logging around downloading directories (full folders/drawers/cabinets) inside of Rubex.

Bugs:

• Resolved an issue in which governance settings were expiring later than expected under specific circumstances.

• Resolved an issue with the full screen functionality for the previewer not performing correctly under specific circumstances.

• Resolved an issue in which users could not delete eSignature templates if they had ever been used (regardless of the status of those completed instances).

• Resolved an issue in which users were unable to successfully add folders in the left pane when a left-pane filter was in use.

Rubex Release Notes Version 23.02.06.5

Bug Fixes:

• Resolved an issue in which users were unable to utilize the trash can icon to remove users from groups.

• Resolved an issue in which search exports to CSV were failing at a specific threshold.

Rubex Release Notes Version 23.02.01.4

Bug Fixes:

• Resolved an issue with an inability to view User Sessions.

Rubex Release Notes Version 23.01.30.6

Enhancements:

• General UI Enhancements
• Added the ability for Limited License users to create and modify structures
• Improved search functionality to increase speed and reduce the number of timeouts with complex advanced searches

Bug Fixes:

• Resolved an error regarding session length that would appear if users have conflicting timeout policies
• Resolved an issue where imported items were not being made searchable
• Resolved an issue with specific ad block extensions interacting negatively with Rubex

Rubex Release Notes Version 23.01.24.5

Enhancements:

Bug Fixes:

• Resolved an issue where MFA tokens from email and mobile authenticators were overriding each other in rare circumstances
• Removed incorrect hover tooltips from the home screen
• Resolved an issue where predefined names were not showing in alphabetical order

Rubex Release Notes Version 23.01.17.2

Enhancements:

• Reduced the time between automatic status checks for eSignatures
• Fixed an issue where the notification for the upload step in workflows was being sent out as an alert and not a task
• Users will now be redirected to the last location in which they were working upon logging in again after manually logging out

Bugs:

• Resolved an issue where users were unable to use the Office 365 integration with an active IP Access Restriction security policy
• Resolved an issue where users weren’t receiving task notifications when assigned document requests

Rubex Release Notes Version 23.01.11.1

Bugs:

• Resolved an issue in which users who had conflicting MFA settings between their user settings and account settings were unable to log into Rubex.

Rubex Release Notes Version 23.01.10.3

Enhancements:

• General UI enhancements.

Bugs:

• Resolved an issue in which some governance expiration actions were not completing on expiration.

• Resolved a UI issue when displaying profile information on an item that has been moved.

• Resolved an issue in which guest users who have had their license removed were still erroneously receiving notifications in some circumstances.

• Resolved an issue in which MFA authentication tokens were also sending to a user’s email when their setting was set to the authentication app only.

Rubex Release Notes Version 23.01.04.1

Enhancements:

• Implemented improved UI for the “Welcome to Rubex” message for NYL users.

• Implemented additional notifications for completed eSignature transactions.

• General UI enhancements.

Bugs:

• Resolved an issue with an inability to launch Rubex inside of the Salesforce mobile app.

• Resolved an issue in which certain WF notifications were not being removed on completion of a WF instance.

• Resolved an issue in which users were erroneously receiving task notifications when Document Requests Templates were created or otherwise modified.

Rubex Release Notes Version 22.12.12.1

Enhancements:

• Changed the name of the feature “Portfolios” to “Collections”.

• Implemented some general workflow processing enhancements.

Bugs:

• Resolved an issue with an inability to import profiles via the Account Template Import feature.

Rubex Release Notes Version 22.12.06.2

Enhancements:

• Implemented the ability to give Limited License users access to eSignature capabilities.

Bugs:

• Resolved an issue in which newly established automation settings were failing to send out notifications under specific circumstances.

• Resolved an issue in which eSignature templates were not working properly with eSignature steps in Workflows.

Rubex Release Notes Version 22.11.29.3.2

Enhancements:

• Changed workflow notifications for automatic steps from tasks to alerts
• Removed the “My Shares” tab from the Home page.

• General UI enhancements

Bugs:

• Resolved an issue with OAuth

• Resolved a login issue when a security policy requires SSO

• Resolved an issue where automatic workflow move steps were showing a parent folder error after the step is completed

• Resolved an issue where users in Groups with Workflow permissions cannot be an assignee

• Resolved an issue where some folders or drawers could not be downloaded

• General UI fixes

Rubex Release Notes Version 22.11.10.3

Enhancements:

• Adjusted the profile item dropdown menu for the “Profile item value is changed” automation option to sort the profile items alphabetic order.

Bugs:

• Resolved an issue in which users who are part of multiple accounts (one containing SSO requirements, one containing MFA requirements) were unable to authenticate/proceed with limited access into their SSO account because of the MFA prompt from the other account.

Rubex Release Notes Version 22.11.07.6

Enhancements:

• Implemented new option for “Start Workflow” automation to trigger a workflow to start when a specific profile item value is changed.

• Implemented a new UI option to, when adding a profile to an item that does not have a profile on it, default to selecting the parent’s profile (if one is set).

• General UI enhancements.

Bugs:

• Resolved an issue in which users without Workflow permissions that were  in groups with Workflow permissions were unable to be set as assignees on workflow stages.

• Resolved an issue in which users were erroneously receiving an error about a lack of permissions upon completing a workflow stage (when the workflow is set to move onto another stage that they are not assigned to).

• General UI fixes.

Rubex Release Notes Version 22.10.31.4

Enhancements:

• Implemented new Rubex Desktop App for Windows (Version 1.0.24)

• Improved error handling for various errors.

• Additional API enhancements.

• General UI enhancements.

Bugs:

• Resolved an issue in which pushing down profile information via the “Pushdown” option was erroneously failing to apply the pushed-down information.

• Resolved an issue in which users with permissions up to “Create” were unable to upload files under specific circumstances.

• Resolved an issue in which users with “View” item permissions and system permissions related to Profiles were erroneously receiving an error message on attempting to view the Profiles pane on a node.

• Resolved an issue in which Excel files were not being automatically checked in after saving changes on one file unless all Excel files were then closed.

• Additional API call fixes.

Rubex Release Notes Version 22.10.20.4

Enhancements:

• Implemented a new sort option in “Checked Out Files”.
• Implemented ability to apply a template at the cabinet level (as long as the template in question does not contain any documents).
• Implemented new “Compliance” user license type.
• General UI enhancements.

Bugs:

• Resolved an issue in which users that were in groups with workflow permissions (but did not possess workflow permissions on their individual user) were unable to complete workflow steps.
• Resolved an issue in which “Failed Login” audit logs were failing to load and throwing an error under specific circumstances.

Rubex Release Notes Version 22.10.18.1

Enhancements:

• Enhanced new user creation (via SSO) to automatically provision a user license on a new user created via SSO.
• Implemented a new version of the Rubex Desktop App for Mac (1.0.5).

Bugs:

• Resolved an issue in which users were able to erroneously delete their Favorites portfolio.
• Resolved an issue in which accounts with branding experienced issues with shareable links under specific circumstances.
• Resolved an issue in which updating an existing user that did not have a user license assigned was automatically provisioning them with a license instead of leaving them as unassigned.
• Resolved an issue in which editing an existing user’s system permissions was either not logging or logging incorrectly in audit logs under specific circumstances.
• Resolved an issue in which Document Requests containing forms that are NOT marked Required were unable to be used more than once.
• Resolved an issue in which granting access to Integrated Products from User Settings was throwing an error.
• Resolved an issue in which some users were erroneously receiving the “failed to load image stamp list” error, which prevented them from annotating, e-signing, or form-filling the affected document.
• General UI fixes.

Rubex Release Notes Version 22.10.14.2

Bugs:

• Resolved an issue in which manual workflow assets were being changed to existing workflow assets on completing an instance that contained an approval step that included said asset.

Rubex Release Notes Version 22.10.11.1

Enhancements:

• Implemented UI enhancements on the Share window.

• General additional UI enhancements.

Bugs:

• Resolved an issue in which some users were erroneously receiving the “failed to load image stamp list” error, which prevented them from annotating, e-signing, or form filling the affected document.

• Resolved an issue in which files that were successfully printed and uploaded to the Rubex Desktop App were not being cleared from the local appdata locations.

• General UI fixes.

Rubex Release Notes Version 22.10.05.7

Enhancements:

• Implemented some improved logic around password reset tokens.

Bugs:

• Resolved an issue in which manual workflow approvals were not logging properly in audit logs.

Rubex Release Notes Version 22.10.05.5

Bugs:

• Resolved an issue with system permissions when being used by a specific partner account.

Rubex Release Notes Version 22.10.05.3

Bugs:

• Resolved an issue where, in some situations, a user’s permissions were more strict than their actual permissions granted them.

Rubex Release Notes Version 22.10.03.10

Enhancements:

• Implemented new Limited License feature.

• Enhanced audit logs to include workflow audit logs.

• Implemented a new option to clear all incomplete uploads.

• Enhanced the user password reset experience.

• Implemented the ability for an admin to restrict visibility on file versions where desired.

• Enhanced UI on the User Create/User Edit areas for System Permissions and License management.

• Other general UI enhancements.

Bugs:

• Resolved an issue in which users were unable to log in when they were part of a group that had a security policy containing outgoing email settings, but didn’t simultaneously have outgoing email settings on their individual user.

• Resolved an issue in which expiration dates on Shares were not visible on an item unless the user had Admin permissions on the item in question.

• Resolved an issue in which emails were imported in duplicate under specific circumstances.

• General UI fixes.

Rubex Release Notes Version 22.09.22.5

Bugs:

• Resolved an issue in which the governance expiration was not being applied on executing a “Share” action under specific circumstances.

Rubex Release Notes Version 22.09.19.3

Enhancements:

• Implemented the ability to allow users with View permissions to preview File Versions of documents where applicable/allowed.

Bugs:

• Resolved an issue with templates not syncing changes under specific circumstances.
• Resolved an issue in which users (without email settings) who were members of groups with the same security policy containing an email setting were receiving an error.

Rubex Release Notes Version 22.09.14.5

Enhancements:

• Implemented improvements to infrastructure configurations to improve error handling.

Rubex Release Notes Version 22.09.08.2

Enhancements:

• Implemented updated error messaging/handling.

Rubex Release Notes Version 22.09.07.1

Enhancements:

• Implemented a new governance option to protect items from being shared.
• Implemented a new “public” functionality to anonymous access links (removing the requirement to enter a name or email unless desired).
• Implemented a new option in security policies to “Require outgoing email setting”.
• Removed deprecated RightSignature integration and affiliated UI.
• General UI enhancements.

Bugs:

• Resolved an issue in which syncing template changes were failing to update governance under specific circumstances.
• Resolved an issue in which applying folder templates with governance was throwing blank errors under specific circumstances.
• Resolved an issue in which templates with sub-folders containing governance settings were producing an error on application.
• Resolved an issue in which users were unable to exit the “Reset Password” page in the Rubex Desktop App (if they wanted to navigate away without completing a reset).
• Resolved an issue in which using the Enter key when initiating a password reset was selecting the “Cancel” button instead of “Next”.
• Resolved an issue in which Email Imports were unable to be created under specific circumstances.
• General UI fixes.

Rubex Release Notes Version 22.08.26.1

Enhancements:

• General email import enhancements.
• General notification enhancements.

Bugs:

• Removed erroneous UI option for “Sign with RightSignature” when right clicking on a document.
• Resolved an issue in which a Salesforce mapping was throwing a “null” error under specific circumstances.
• Resolved an issue in which some users were being erroneously logged out of the Rubex Desktop App under specific circumstances.

Rubex Release Notes Version 22.08.16.4

Enhancements:

• Implemented an option to enforce a limit on how long a Share access link can last (where applicable).
• Implemented the ability to choose for a guest user to receive an email/notification in a Set Governance workflow step.
• Implemented a confirmation window when a user attempts to navigate away from a form that has not yet been completed.
• General search enhancements.

Bugs:

• Resolved an issue in which users who were authenticated to DocuSign in Rubex were receiving an “invalid_grant” error when logging into Rubex.
• Resolved an issue in the Salesforce Integration in which username was not being remembered under specific circumstances.
• Resolved an issue in which workflow time limits were immediately expiring if the Time Limit was set to less than 24 hours.
• Resolved an issue in which regular user sessions and access links were not able to be authenticated in two different tabs in the same browser.
• Resolved an issue in which a file that was copied or cut from another container was not receiving the new container’s governance settings.
• Resolved an issue in which previous form data was being erroneously cached when filling out a new form under specific circumstances.
• Resolved an issue in which the download button from the share drop-down menu on the top ribbon did not work
• General UI fixes.

Rubex Release Notes Version 22.08.02.2

Bugs:

• Resolved an issue in which some user’s sessions were being forcibly ended before they reached the timeout timeframe set in their User Settings.
• Resolved an issue in which governance/other settings were not applying to folders created via the Salesforce integration under specific circumstances.
• Resolved an issue in which some users were getting their account renewal notice further in advance than intended.

Rubex Release Notes Version 22.07.27.4

Bugs:

• Resolved an issue in which some users were unable to successfully log in via SSO.

Rubex Release Notes Version 22.07.26.7

Enhancements:

• General UI enhancements

• Implemented an option in Email Imports and Email Settings to “Sign In with Microsoft” credentials – manual connection option is still for all other connection types.

• Implemented an option to download all contents of a container to a ZIP file.

• Additional OAuth enhancements.

Bugs:

• Resolved an issue in which an item that was copied or moved from one location into another was not receiving the governance settings of the container it was copied/moved into.

• Resolved an issue in which a folder under a governance policy preventing move was allowed to move into another folder under specific circumstances.

• Resolved an issue in which Rubex folders were not being automatically generated via the Salesforce integration under specific circumstances.

• Resolved an issue in which creating a folder inside of a container that had specific governance settings on it was not allowing the creator to give the folder a name on creation.

• General UI fixes.

Rubex Release Notes Version 22.07.21.7

Enhancements:

• Implemented an option to push down permissions from a higher level to all its children, overwriting any specified permissions set at the lower levels.

Rubex Release Notes Version 22.07.20.2

Enhancements:

• Implemented an option to pushdown permissions from a higher level to all its children, overriding any specified permissions set at the lower levels.

Bugs:

• Resolved an issue in which “This Item Only” permissions were displaying incorrectly under specific circumstances.

Rubex Release Notes Version 22.07.11.5

Enhancements:

• Adjusted the email address display behavior when utilizing the Salesforce integration.
• General UI enhancements

Bugs:

• Resolved an issue in which users received an error upon attempting to remove a user license from a user that is linked via Active Directory.
• Resolved an issue in which users were receiving an error when attempting to save a profile with a name over 50 characters.
• Resolved an issue in which users were not being successfully redirected and logged in via SSO under specific circumstances.
• Resolved an issue with an inability to utilize the “None” option for expiration action on Governance.
• General UI fixes.

Rubex Release Notes Version 22.06.22.6

Enhancements:

• General UI enhancements.

Bug Fixes:

• Resolved an issue in which deleting a group was not deleting Salesforce destination mappings.
• Resolved an issue in which, under certain circumstances, editing an specific permission on an item was erroneously adjusting inherited permissions to be specific instead.
• Resolved an issue in which default search settings were not being established in anonymous access links.
• Resolved an issue in which users were required to log in twice after session expiration.
• Resolved an issue in which the auto-login process in the Salesforce integration was not working and in which the Remember Me was not checked by default.
• Resolved an issue in which dragging and dropping a file from OneDrive into Rubex was creating the file as a folder.
• Resolved an issue in which the Email Files action was not being logged in Audit Logs.
• Resolved an issue in which governance settings specified for immediate children of an item were erroneously being applied to all children of that item.

Rubex Release Notes Version 22.06.13.1

Enhancements:

Rubex Release Notes Version 22.06.04.8

Bug Fixes:

• Resolved an issue with an inability to use a Salesforce RecordTypeID for mapping.
• Resolved an issue with an inability to delete items with only Edit governance protection checked.
• Resolved an issue in which a user with multi-factor authentication/two-factor authentication set was receiving an error before being asked to put in their MFA code in browser.

Rubex Release Notes Version 22.05.26.3

Enhancements:

• Implemented new “Move” protection for Governance.
• Implemented additional Governance inheritance options.
• Implemented additional improvements to the Salesforce integration.

Bug Fixes:

• Resolved an issue with the upload queue not recognizing a chosen upload location until navigated directly into said location.

Rubex Release Notes Version 22.05.23.0

Enhancements:

• Salesforce Mapping enhancement to support new One to Many mappings, allowing users in multiple groups to select which records to view within Salesforce.
• Improved re-direct when choosing to go to location of a drawer/folder/file for approval steps in workflows.
• Updated Rubex Desktop App (Version 1.0.21)

Bug Fixes:

• General UI improvements
• Resolved an issue in which the default search settings for a user were blank on initial user creation.
• Resolved an issue in which document request items were showing up out of order on attempting to complete the request.
• Resolved an issue in which some SSO users were unable to perform actions in the desktop app immediately after login unless the app was first refreshed.
• Resolved an issue in which terminating a user’s session via the Admin tab was not fully ending their session.

Rubex Release Notes Version 22.05.03.07

• General improvements to date/time fields in profiles.
• Users can now check the “Remember Me” option to save their username locally.
• If the user has a single SSO provider linked to their account, they will be automatically routed to the provider login screen.

• Resolved an issue with an inability to send a Document Request to a group with “Grant Instant Sign-In” checked.
• Resolved an issue with some inconsistent behavior when approving or denying stages in workflows containing more than one approver.
• Resolved an issue in which completing a Delete step in a workflow resulted in a blank error message.
• Resolved an issue in which, while renaming a document, double clicking on a word to highlight it was instead triggering the double click file action (set in User Settings).
• Resolved an issue with dropdowns showing undefined in Profile Routing.
• Resolved an issue in which an error is shown when a guest user is viewing a form in document request.
• Resolved issues with the Google Drive integration to remedy upload time and reliability.
• Resolved an issue in which multiple profile items could not have the same name.
• Resolved an issue in which guest user automation/notification settings were not deleted after location access expires.
• Resolved an issue where a full screen option appeared in a completed document request.
• Resolved an issue in which an error pops up when refreshing after integration Google Drive.
• Resolved an issue in which guest users were able to access admin pages though specific URLs.
• Resolved an issue in which a workflow profile routing based on check-box fails.
• Resolved an issue in which editing or updating an existing profile item caused an error.
• Resolved an issue in which generating a request using an access link gives an error.

Rubex Release Notes Version 22.04.11.2

Enhancements:

• General FileProcessingQueue enhancements
• Implemented ability to perform a CSV import on any container type (cabinet, drawer, or folder).
• Implemented the ability to copy permissions to another user/guest/group (with an option to remove permissions from the original user/guest/group if desired).
• Implemented the ability to create a new file version of a file on CSV export if the container already contains a CSV with the same name.

Bug Fixes:

• Resolved an issue with form fill document requests (with no required fields) not clearing the page following “Finish Request” confirmation.
• Resolved an issue with the Apply Template option not appearing as an automation option when a folder is selected.
• Resolved an issue with changes to the order of items in a Document Request not remaining after saving.
• Resolved an issue with inconsistencies in search exports.
• Resolved an issue with an inability to mass-assign a guest user license to a list of guests when guest user amount is over 500.
• Resolved an issue with some visibility inconsistencies in the list of account document requests depending on level of system permissions.
• Resolved an issue in which dragging and dropping a file into a document request container caused a duplicate file upload once the request was completed.
• Resolved an issue with comments not tracking properly in audit logs under specific circumstances.
• Resolved an issue with users being added to groups not properly logging in audit logs.
• Resolved an issue with an inability to complete a document request when the last container is a form with required fields.
• Resolved an issue with an inability to edit profiles on containers if the profile contains a Hidden Text profile item.
• General UI fixes for Document Requests.

Rubex Release Notes Version 22.03.30.2

Bug Fixes:

• Resolved issue with Finish Request button not displaying when attempting to complete a file request that contains only files.

Rubex Release Notes Version 22.03.29.3

Bug Fixes:

• Resolved issue with document request preview pane throwing an error under specific circumstances.
• Resolved issue in which access links with no expiration date were revoking access after 30 days.
• Resolved an issue with an inability to go back and complete partially completed document requests.
• Resolved an issue with document requests running into issues with renaming an item when another item in the same directory already has that name.
• Resolved an issue with an intermittent error being thrown when completing document requests containing a rename.

Rubex Release Notes Version 22.03.17.4

Enhancements:

• Implemented ability to display the name of a Workflow stage on the Workflow instances tab.
• General Workflow improvements.
• General eSignature improvements.

Bug Fixes:

• Resolved issue with default security policies causing access links to stop working.
• Resolved issue with search pane erroneously displaying when using anonymous access links.
• Resolved issue with Watched Folder Delay setting causing unexpected error in the Rubex Desktop App.

Rubex Release Notes Version 22.03.17.2

Bug Fixes:

• Resolved an issue in which the message field in Document Requests was not wrapping text.

Rubex Release Notes Version 22.03.16.1

Bug Fixes:

• Resolved an issue in Document Requests where formatting of the message field was not being maintained.

Rubex Release Notes Version 22.03.15.4

Enhancements:

• Implemented a Watched Folder Delay option in the Rubex Desktop App to address issues with files erroneously being pulled in multiple times via the Watched Folder utility in certain cases.

Bug Fixes:

• Resolved an issue with session visibility in Rubex after session expiration under specific circumstances.
• Resolved an issue with an inability to check out a file in the Rubex Desktop App when the file name reached a certain character count.
• Resolved an issue in which the shares menu was not successfully loading the entire list of shares.
• Resolved an issue with search results falling to export when there are more than 500 results to be exported.
• Corrected spelling error in UI message when successfully completing an email import test.
• Corrected spelling error in UI message when a file fails to check out.

Rubex Release Notes Version 22.03.07.3

Enhancements:

• Implemented updates to the File Processing Queue.
• Implemented enhanced error messaging for Email Imports.
• Implemented various security enhancements.

Bug Fixes:

• Resolved an issue with granting Personal Providers access when logged in via SSO throwing an error.
• Resolved an issue with an inability to remove attachments from Document Request templates.
• Resolved an issue with an inability to complete automatic Move steps in workflow.
• Resolved an issue with the confirmation message not displaying when submitting a document for signature with DocuSign integration.
• Resolved an issue with an erroneous ability to uncheck/check item permissions boxes on guest user edit window.
• Resolved a UI issue with an erroneous ability to set password change frequency to invalid value.
• Resolved an issue with an inability to import a workflow that contains an eSignature step that contains an eSignature template.
• Resolved an issue with an error being thrown when a specific set of system permissions are applied to a user.
• Resolved an issue with an error being thrown when a template is applied to a drawer/folder and separately to its child folder, and a sync to remove a folder is performed.
• Resolved issue with error displaying in the previewer on files that require a PW.
• Resolved various minor Document Request issues.
• Various UI fixes.

Rubex Release Notes Version 22.02.22.2

• Resolved an issue with loading a completed document request that contains only a document.

Rubex Release Notes Version 22.02.17.5

• Implemented a new “Created By User” column in CSV exports.
• Implemented the ability to expand the Form Fill window in Document Requests to full screen.

• Resolved an issue where dragging folders with more than 100 files only imported 100 of the files.
• Resolved an issue where the form fill date drop down was only showing 20 years at a time.
• Resolved an issue where errors would occur when copying items from one account to another if any of the files had a profile attached to it.
• Resolved an issue in which completing form fill document requests (that had previously alerted as incomplete) was throwing errors.

Rubex Release Notes Version 22.02.09.6

Bug Fixes:

• Resolved an issue with an inability to export a csv under specific circumstances.
• Resolved an issue with a setting on a default guest user security policy affecting shareable links.

Rubex Release Notes Version 22.02.03.4

Bug Fixes:

• Resolved an issue with an inability to add new automation or edit existing automation on cabinets, drawers, folders, and files.
• Resolved an issue with deleted form fill templates counting towards total count.
• Resolved an issue in which a form fill template created by an admin user was duplicated in a second account that they are also an admin user in.
• Resolved an issue in which the Form Fill template library could be created multiple times.

Rubex Release Notes Version 22.02.02.1

Enhancements:

• Implemented some improvements to our OCR worker.
• Implemented some enhancements for error handling in Email Imports.

Bug Fixes:

• Resolved an issue with sharing under specific failing circumstances.
• Resolved an issue in which Set Profile steps in workflows were unable to proceed when non-required fields were not filled out (and required fields were).
• Resolved UI issue on the password reset screen.
• Resolved UI issue in which workflow configurations were not updating to accurately reflect the current state of the workflow.
• Resolved an issue with Copy steps inside of workflow.
• Resolved an issue with Delete steps inside of workflow.
• Resolved an issue with profiles erroneously applying when required fields are not filled.
• Resolved UI issue in account settings in which Workflow Steps Per Workflow were not accurately reflecting count.
• Resolved an issue in which choosing Start Workflow as a Governance expiration action was erroneously producing additional options.
• Resolved an issue in which users were unable to de-select a profile on configuring a CSV import.
• Resolved an issue with an inability to copy and paste directories that contain an incomplete or failed file upload.
• Resolved an issue with form fill failing to save fields even when saving within the timeout window.

Rubex Release Notes Version 21.12.22.1

Enhancements:

• Updated mobile app to new version (2.0.29)

Bug Fixes:

• Resolved UI issue with Workflow step count inconsistency.
• Resolved UI issue with template count display not refreshing under specific circumstances.
• Resolved UI issue with user licensing count not displaying under certain conditions.

Rubex Release Notes Version 21.12.14.1

Bug Fixes:

• Resolved an issue where Integrated Products were not visible when logged into the Rubex Desktop App without SSO authentication.
• Resolved an issue with form fill document requests (containing many forms with many fields) failing to complete.
• Resolved an issue with searching results failing to display when searching by container under specific circumstances.

Rubex Release Notes Version 21.12.10.1

Bug Fixes:

• Resolved an issue with the login screen hitting an infinite loading screen (primarily in the Rubex desktop application in Windows).

Rubex Release Notes Version 21.12.08.5

Enhancements:

• Implemented the ability to allow third party application access (Docusign, Google Drive, OneDrive, etc) when logged into Rubex via SSO.
• Implemented additional user access options (previously limited by SSO) when logged into Rubex via SSO.
• Released an updated Rubex Desktop App version (1.0.4) for Mac.

Bug Fixes:

• Resolved an issue with workflows erroneously showing invalid stages under specific circumstances.
• Resolved an issue with an inability to search Date profile item types when imported under unsupported format.
• Resolved an issue with check in/check out icons not displaying properly in the Rubex Desktop App for Mac.

Rubex Release Notes Version 21.12.01.2

Bug Fixes:

• Resolved an issue with an inability to add new users on accounts with the concurrent licensing feature..
• Resolved an issue with an error accessing Workflows with a specific system permission set.
• Resolved an issue with an inability to create new guest users via share if you have an infinite number of guest user licenses.

Rubex Release Notes Version 21.11.29.4

Enhancements:

• Restructured licensing and usage packages to improve feature availability.

Bug Fixes:

• Resolved an issue with the “Finish Request” option in Document Requests that contain form fills.
• Resolved an issue with templates that are auto applied not applying the appropriate permissions.
• Resolved an issue with eSignature steps failing in WF if an eSignature template is not selected.
• Resolved various issues with workflow creation and workflow editing.
• Resolved an issue with profile items failing to export to a CSV when not part of a specific profile.
• Resolved issues with workflows failing to proceed under specific circumstances.

Rubex Release Notes Version 21.11.10.4

Bug Fixes:

• Resolved an issue with selecting a Document Request notification in the Activity Center not redirecting the user to the Document Request in question.
• Resolved an issue with instant sign-in Document Request links not redirecting the user to the Document Request in question.
• Resolved an issue with OCR that was causing file sizes to erroneously increase.

Rubex Release Notes Version 21.10.28.6

Bug Fixes:

• Resolved an issue with an inability to export search results when specific filters are in place.

Rubex Release Notes Version 21.10.20.3

Bug Fixes:

• Resolved issue with an inability to add/edit a profile on an item if the profile in question contained a preset value profile item type that was required and did not have a default value established.
• Resolved issue with preset value steps in workflow showing “undefined” in lieu of established values.

Rubex Release Notes Version 21.10.19.8

Bug Fixes:

• Resolved issue with form fill allowing incidental duplicate submissions when not explicitly set to allow it.
• Resolved issue with sorting during advanced search not alphabetizing results.
• Resolved issue with existing imported currency profile items appearing incorrectly.
• Resolved issue with workflows requiring higher approval count than number of set approvers.
• Resolved issues with previously input data on form fill not being visible when moving back to the previous file on multi-form file request.
• Resolved issue with CSV date import inconsistency.
• Resolved various UI errors.

Rubex Release Notes Version 21.10.08.2

Bug Fixes:

• Resolved an issue with workflows throwing an error message upon attempting to move into a new stage with a specific configuration.

Rubex Release Notes Version 20211007.1

Bug Fixes:

• Resolved an issue with an inability to log into Rubex via SSO/SAML from the Rubex login screen.

Rubex Release Notes Version 20211006.1

Enhancements:

• Updated required profile item error messaging when needed.
  General UI enhancements.
  
• Implemented updated Rubex Desktop App (1.0.17)

Bug Fixes:

• Resolved issue with workflow notifications failing to send out under specific circumstances.
• Resolved UI issue with hitting clear on User/Guest User licenses area.
  
• Resolved issue with filter editing in search pane (before search) throwing an error.
  
• Resolved issue with Document Requests uploading documents twice.
  
• Resolved issue with workflows not being generated via automation following completion of a document request.
  
• Resolved issue with un-allowed branded URLs being set without error.
  
• Resolved UI issues in workflow instances.
  
• Resolved issue with nodes with inherited profile information appearing in “does not contain” searches.
  
• General UI fixes.

Rubex Release Notes Version 20210929.2

Enhancements:

• Various UI enhancements.

Bug Fixes:

• Resolved an issue with an inability to change a profile item to another type.
• Resolved an issue with an inability to add additional preset values to profile items.
• Resolved an issue with automated workflows not starting upon being triggered.
• Resolved an issue with an inability to search for currency values in advanced search.
• Resolved an issue with hidden text items not appearing in the Apply Profile step in workflows.
• Resolved an issue with an inability to use a shareable link in a new browsing session if you’ve previously used the same first and last name.
• Resolved an issue with incorrect behavior on retrying a password reset if initial entry was misspelled.
• Updated UI for viewing provisioned shareable links permissions on a given item in the permission tab.
• Resolved a spelling issue on document requests in the activity center.
• Resolved UI issue in shareable links.
• Various other UI fixes.

Rubex Release Notes Version 20210920.1

Enhancements:

• Implemented some system enhancements.
• Implemented new “hidden text” profile item option.

Bug Fixes:

• Various system improvements.

Rubex Release Notes Version 20210909.1

Enhancements:

• Implemented some general UI enhancements.
• Implemented new percentage profile item type.

Bug Fixes:

• Resolved an issue with erroneously being able to check files out when they are already checked out.
• Resolved an issue with workflow notifications not going out under specific circumstances.
• Resolved issue with sharable links not applying download permissions by default.
• Resolved issues with Salesforce integration preview not displaying correctly.
• Resolved several UI issues

Rubex Release Notes Version 20210817.7

Enhancements:

• Implemented filtering/search option in the left pane.
• Implemented new store window area feature.
• Implemented ability to import users via CSV.
• Implemented enhancements to Rubex Desktop app.

Bug Fixes:

• Resolved an issue with an inability to successfully preview documents under specific configurations.
• Resolved an issue with form fill profiles not being searchable.

Rubex Release Notes Version 20210717.2

Enhancements:

• Overall system enhancements
• Updated Rubex Desktop App

Bug Fixes:

• Recycle bin fixes
• Search fixes
• Resolved issue with dragging and dropping from outlook into Rubex Desktop App
• Resolved issue with error on startup of Rubex Desktop App

Rubex Release Notes Version 20.0.202103262305

Enhancements:

• Implemented improvements for Recycle Bin loading
• Implemented some enhancements to OCR worker
• Additional back-end optimizations/improvements

Rubex Release Notes Version 20.0.202102191756

Enhancements

• Implemented automatic check in option in Rubex Desktop App.
• Implemented updated printer driver for the Rubex Desktop App.
• Implemented improved rendering to resolve various Rubex Desktop App issues.

Bug Fixes:

• Resolved issue where users were unable to save annotated files as separate files.
• Resolved issue with dropdown lists in Rubex Desktop App closing prematurely upon trying to scroll.
• Resolved issue with form fill documents being unable to be completed by more than one user.

Rubex Release Notes (Version 20.0.202101202002)

Bug Fixes:

• Resolved issue with existing profile values not populating in a Set Profile Workflow step.

Rubex Release Notes (Version 20.0.202101142326)

Enhancements:

• Implemented a new option in Document Request steps in Workflows to force complete the Document Request step.
• Implemented a new Create permission (with sub-permissions for Upload Files and Create Directories).
• General Salesforce Integration improvements.
• General UI improvements.

Bug Fixes:

• Various form fill fixes.
• Various UI fixes.
• Resolved issue with Document Request Workflows with 999 as max container limit not being able to be sent.
• Resolved issue with exporting search results producing a blank CSV.
• Resolved issue with Email Import settings failing to be able to delete.
• Resolved issue with sharing giving incorrect access under very specific circumstances.

Rubex Release Notes (Version 20.0.202011170027)

Enhancements:

• Implemented new Form Fill feature.
• Implemented new permission inheritance behavior option.
• Implemented Remote System Call step in Workflow.
• Implemented options in Workflow settings to establish that a workflow requires a file or directory in order to start/be triggered.
• Implemented new API callout automation option.
• Implemented new automation option to Start Workflow on directory creation.
• Implemented new “group manager” option in groups.
• Implemented new option in groups for Salesforce permissions.
• Implemented some search enhancements.
• Implemented new Transfer Permissions option in Users and Groups.

Bug Fixes:

• Resolved an issue with Docusign transactions failing to auto-refresh.
• Resolved issues with sorting Workflow instances by assignee.
• Resolved issue with syncing templates with predefined document names erroneously creating folders with predefined document name.
• Resolved issue with being unable to initiate document requests workflows from a folder.

Rubex Release Notes (Version 20.0.202010291731

Enhancements:

• Updated messaging for password reset option found under Users and Groups.
• Implemented default branding in email notifications on non-branded accounts.

Bug Fixes:

• Fixed dropdown options for Full Text Search.
• Fixed issue with error on adding automation to applied template.
• Fixed issue with document requests workflows not opening.
• Fixed issue with Created On sort in Templates/Template Libraries.
• Fixed issue with multi-stage workflows assigned to more than one user type.

Rubex Release Notes (Version 20.0.20201092255)

Enhancements –

• Implemented session time out to boot user from session in Rubex desktop app.
• Updated messaging/labeling for Document Requests emails.
• Implemented option to apply multiple templates at once (as well as parts of templates, and templates into templates).
• Implemented ability to remember extension when name of file is cleared for rename.
• Implemented ability to include multiple file uploads option on document request container in workflow.

Bug Fixes –

• Resolved several check in issues during outage/session expiration.
• Resolved issue with right click menu in desktop app not clearing.
• Resolved issue with utilizing a Document Request template that doesn’t have a location set.
• Resolved various issues with incomplete uploads behavior.
• Resolved issue with “This Item Only” permission failing to display all items.
• Resolved issue with force-check-in on files not making the files usable in the desktop app.

Rubex Release Notes (Version 20.0.202007301738)

Enhancements:

• Improved handling of sync template functionality.
• Renamed File Requests to Document Requests
• Implemented Dual Screen Previewer functionality in Workflow instances.
• Implemented new advanced item permission.

Bug Fixes:

• Resolved issue with Document Requests steps not progressing through correctly.
• Resolved issues with deleted items erroneously coming up in search.

Rubex Version 20.0.20200622244

Enhancements:

• General UI enhancements.

Bug Fixes:

• Resolved an issue with sending files for signature via template failing on right click and in workflows.
• Resolved an issue with file annotations failing to save on files with certain special characters.
• Resolved an issue with specific error messaging upon failure of a password related security policy.
• Resolved an issue with MFA being required at every login inside of the Rubex Desktop App.

Rubex Version 20.0.202005202118

Enhancements:

• Rubex will now remember the last sorting type in the tree view
• Esignature Templates have been added to the esignature integration
• Add ability to timestamp pages of a pdf
• Profile changes will now be saved in the audit logs
• Changing passwords from the login screen will now display that user’s relevant security policies prior to saving
• Workflows now support anonymous file shares and anonymous file requests

Bug Fixes:

• General UI fixes
• “Install Application” button will always be visible, even on small screens
• User settings will now refresh even if a user doesn’t save them. Previously, unsaved changes were being stored until the browser was refreshed
• Failed file uploads in the activity center will no longer load endlessly
• File requests with optional file containers can now be completed correctly
• Various bug fixes for Personal Providers
• Fixed some branding colors not displaying correctly in workflow messages
• File request steps in workflows now display and save all information correctly
• Esignature steps in workflows now load and import correctly
• Various other small fixes to workflows
• Fixed an issue where large template syncs would sometimes give a false positive
• Fixed an issue where annotations would sometimes fail if the filename contained special characters

Rubex Version 20.0.202004181903

Enhancements:

• Implemented ability to add multiple files to a single container in File Requests.
• Implemented notification emails to display branded URLs.
• Implemented Dual Screen Previewer.
• Implemented Missing Item Search functionality.
• Implemented KBA (Knowledge Based Authentication) and OTP (One-Time Passcode) options for eSignature.
• Implemented Instant Sign-On and Anonymous Access Links.
• Implemented improvements to Google Drive and OneDrive integrations.

Bug Fixes:

• General UI fixes.
• Resolved issue with certain branding colors not displaying in notification emails.
• Resolved issue with “to” field in File Request Workflow step not maintaining entry.
• Resolved issue with “remove access” expiration type removing description upon editing.
• Resolved issue with unlimited storage not successfully allowing storage.
• Resolved issue with guest users with display names being unable to delete items they upload when the delete permission has been given to their user.

Rubex Version 18.0.202001312257

Enhancements:

• Implemented Email Imports feature
• Implemented improved eSignature functionalities
• Implemented default search settings options
• Implemented enhanced SSO capabilities
• Implemented Rubex Desktop Apps
• Improvements to search functionality

Bug Fixes:

• Updated links to Quick Start Guide and Full User Guide
• General UI fixes

Rubex Release Notes (Version 18.0.201911191953)

Bug Fixes:

• Resolved an issue with files that are copied to a new location showing no size
• Resolved an issue with guest users receiving invalid error message when uploading to directories they have permissions to upload to
• Resolved an issue with not being redirected to the user/guest/group homepage after creating a new user/guest/group

Rubex Release Notes (Version 18.0.201910242112

Enhancements:

• General UI enhancements
• Improvements to Two Factor Authentication

Bugs:

• Resolved several issues with Security Policies and Two Factor Authentication
• Resolved an issue with sharing an item with a group causing error messages
• Resolved sorting issues in File Requests
• General UI fixes

Rubex Release Notes (Version 18.0.201908232043)

Bug Fixes

• UI and Security Policy Fixes

Rubex Release Notes (Version 18.0.201908141620)

Enhancements:

• Improvements to Security Policies and Multi-Factor Authentication
  • Improved Performance
  • Better Error Messaging
• Improvements to general sorting and scrolling
• Improvements to searching
  • In the default search, a search phrase is now split into separate strings and a ‘contains’ search is preformed on each word rather than a ‘contains’ on the entire phrase.
  • Improved Searching for dates
  • Full Text Searching improvements
• Implementation of new check in with/without change icons (Similar to SideKick)
• General UI Enhancements

Bug Fixes:

• Resolved issue with files appearing as phantom folders in the tree view
• Resolved many issues with Templates, including:
  • An issue when syncing template changes
  • An issue with an error when reapplying templates to directories where they are already applied
• Note: If templates were applied via a Mass Apply and Template Syncing is still not working properly, please re-Mass Apply the templates and try again
• Resolved an issue with uploading using the center pane upload icon
• Resolved an issue with filtered search results not displaying properly
• Resolved several issue with pane/windows resizing
• Resolved an issue with long lists of predefined document names not displaying correctly
• Resolved an issue with saving multiple lines of text in a memo profile field
• Resolved a sorting error in File Requests
• Resolved an issue with being unable to send File Requests with timeframes set
• Resolved an issue with formatting in File Request emails/sharing emails
• Resolved an issue with the double click file action window not displaying when the option to “always show” is selected
• General and Bug UI fixes

Rubex Release Notes (Version 18.0.201908141620)

Bug Fixes:

• Applied a hot fix to resolve load balancing issues related to template applications in specific accounts.

Rubex Release Notes (Version 18.0.201906112148)

Enhancements:

• Implemented division of Tasks and Alerts in Activity Center.
• Implemented option to change double click functionality in My Settings.
• Implemented Upload All option in the Store Area.
• Implemented “Date Modified” advanced search option
• Enhanced notification emails (better distinction between share emails and status emails)
• General UI enhancements

Bug Fixes:

• Resolved several issues with File Requests
• Resolved an issue with Audit Log filters not displaying when using the Safari browser.
• Resolved an issue with long lists of predefined names being unable to display after a certain count.
• General Two Factor Authentication fixes
• General UI fixes

Rubex Release Notes (Version 18.0.20190521802)

Enhancements:

• General UI improvements

Bug Fixes:

• General UI fixes
• Resolved an issue regarding executing specific Workflow instances when lacking permissions on affiliated directories.
• Resolved an issue with incorrect MFA behavior

Rubex Release Notes (Version 18.0.201904161747)

Enhancements:

• Improved error messaging for specific functions.
• Implemented the ability to email out of Rubex.
• Implemented improved options to searching in a specific container (via right click on an item and via advanced search options).

Bug Fixes:

• General UI fixes
• Resolved an issue with renaming files with special characters.
• Resolved general MFA issues.
• Resolved an issue with Item Properties failing to display correct item counts.
• Resolved an issue with an incorrect redirect when checking files in with changes.
• Resolved several minor security policy issues.
• Resolved an issue with an inability to change a profile on an item if its existing profile has been deleted from Rubex.
• Resolved an issue with directories failing to expand when a sub directory is added.

Rubex Release Notes (Version 18.0.201903131705)

Enhancements:

• Implemented a refresh prompt when actively logged into Rubex when an update is applied.

Bug Fixes:

• General UI fixes.
• Resolved an issue with sharing an item with multiple users.
• Resolved an issue with setting specific Governance settings.
• Resolved an issue with the Docusign integration failing to pull in signed documents sent for signature through Rubex.
• Resolved an issue with File Versioning failing for users with Edit permissions.
• Resolved an issue with the My Shares pane not displaying properly.
• Resolved an issue with an inability to successfully set a current Workflow assignee as an approver on a Workflow.

Version 18.0.20190361942

Bug Fixes:

• Resolved an issue in the UI with the Cancel/Select options failing to display in File Requests destination window.

Version 18.0.201902261551

Enhancements:

• Added additional “Chat Now” option to reach support in the help menu.
• Updated licensing section for guest users (based on puchased keys).
• Updated item permissions area when modifying a user/group.
• Added ability to choose a cabinet in a Create Location step in Automated Workflow.
• General UI improvements.

Bug Fixes:

• General UI fixes.
• Resolved an issue with branding on login screens at branded URLs failing to populate until after login.
• Resolved an issue with sharing outside of active accounts.
• Resolved issues with templates regarding governance, automation, display, syncing, and application.
• Resolved an issue with the Move step in Automated Workflow.
• Resolved an issue with duplicate names being listed when creating a workflow.
• Resolved an issue with incorrect Properties displaying on items.
• Resolved issues with profile routing in Automated Workflow.
• Resolved Activity Center display issues.
• Resolved permissions issue for guest users.
• Resolved issues with Security Policies.
• Resolved a sorting issue.

Version 18.0.201901112306

Enhancements:

• General improvements to multiple features (Workflow, CSV Import, Governance, Automation, Security Policies, Templates, Permissions, File Requests)
• Updated messaging when copying data between accounts
• Enhanced error reporting
• Increased Activity Center notification display capacity

Bug Fixes:

• General UI Improvements
• General Workflow bug fixes and improvements
• Fixed general issues with branding, sharing, two factor authentication.
• Fixed an issue with renaming an item that is not selected in the tree view
• Fixed an issue with profile routing in Workflow failing
• Fixed an issue with invalid characters error when using date stamps in predefined document names
• Fixed an issue with renaming files with unsupported/invalid characters

Version 18.0.201806141632

Bug Fixes

• Fixed an issue where old links weren’t allowing log ins
• Fixed issues with mail settings
• Minor Bug Fixes and UI cleanup

Version 18.0.2018061008

Enhancements

Updated Look and Feel

• Activity Center gives you status of Uploads, Notifications and Recent Files all in one location
• Added an Upload Area at the bottom of the screen for easier use
• Added new view options for the middle panel and include the number of items in the current container
• Uploading files are now shown with a spinner and status bar
• The path on the top of the Middle Panel is now manually interactive
• Improved the Admin Page views and Performance
• Empty Folders are now shown with an outlined icon
• Drag and Drop System Folders for uploading (not supported in Safari)
• The Logout Option is now located under the Hamburger Menu on the Top Left
• Many other minor improvements

File Requests now give you the ability to request certain files

• Create Request Templates for frequently used requests
• Get notified when a request is completed and track the status in the File Requests Page
• Include files the will be sent along with the request
• Specify a Timeframe for the request
• Automatically rename the files that are uploaded

Miscellaneous

• Append and Prepend support
• Audit Log Improvements
• Added Notify as an option to Notifications.  This will send an internal notification to your Activity Center
• Comments are now searchable
• Added Starts with and Ends with to the Advanced Search options for File Name.  This allows for searching on file extensions.
• Added Text Messaging as a way to Reset your Password.
• Add a Quick Link function for generating a link to an item.  Please note that if the user that tries the link does not have permissions, it will fail to load.
• Added System Logging
• Various Minor UI and Performance Enhancements

Bug Fixes

• Fixed some bugs with the Profile User Interface
• Fixed an issue with CSV Import
• Various Minor Bugs and UI Clean up