ITAS Release 8.8.3.906

9th March 2018

New Features

• ITAS Web Access - DocMan: Company Documents, Unindexed Documents and Archived Documents grids available.

• ITAS Web Access - DocMan: Preview Pane with Document Properties, Document Preview and Document Upload tabs.

• ITAS Web Access - Security implementation.

• ITAS Web Access - Authentication Method added.

Updates to Existing Features

• Deployment configuration updated for setting IIS parameter.

• ITAS Web Access - Configurators have the ability to show drop downs with multiple fields.

• ITAS Web Access - User Data Restrictions.

• RegistryKey configuration password change.

• ITAS Web Access - Data Grid improvements which include:
  • Close button added to the details pane in coloured area
  • Document name added to details pane coloured bar
  • Margin below grid has been increased
  • Column search is now global for the grid
  • Up and Down arrow keys enabled to navigate the Entity and Documents Grids
  • Header info now shown in the detail pane for document entity.

• ITAS Web Access - Upload and Details panel improvements which include:
  • Clear button added to dropdowns
  • User can now remove individual data elements
  • Scroll bar added to upload panel
  • Allowed DocMan Files extensions are now case insensitive.
  • Details pane is closed when Trading Entity is changed.
  • Confirmation message is received after upload is completed or failed.
  • Upload area enlarged to drag documents.
  • Ability to restrict file types that can be uploaded.
  • Ability to download document from the grid has been enabled

Trader Desktop Bug Fixes

• ITAS Web Access - Issue where fields were copied in the details panel has now been resolved.
• ITAS 8 DocMan - Auto indexing now working as expected.
• ITAS 8 DocMan - Latest document viewed timestamp issue has now been resolved.
• ITAS 8 DocMan - Date Created and Date Verified now displayed as intended.
• ITAS 8 DocMan - GEN500 error when switching by Personal and Client email list has been resolved.
• ITAS 8 DocMan - Descriptive error message with code now displayed when a user with read only access tries to upload a document.
• ITAS 8 DocMan - Archived documents now showing in the detail pane.
• Smart Panel tabs colour gradient has now been removed.
• ITAS Help - Images on pages are now responsive when resizing window.
• ITAS Help - Exact match search returning no matching results issue has now been resolved.
• ITAS Web Access - Upload and Details panel fixes which include:
  • Document Reference and WIP Account data now displays in associated items as expected.
  • When more than 2 items are added to mulitselect, they are now displayed as intended.
  • Change History section on documents detail pane now displayed as intended.
  • Dropdowns are refreshed when a new trading entity is selected.
  • Data elements not showing in dropdown when user has no client restrictions issue has been resolved.
  • Details page for docman entities is now displayed as intended.
  • Document Upload window, button remain on the footer when resizing window.
  • Menu container now disappears when another element is selected.
  • Uploaded documents now appear in the list after refresh as intended.
  • Document is now removed from the upload panel after upload.

ITAS API

ITAS API (v2.17) Details of any changes can be found here: http://docs.itasapiv2r17.apiary.io/#

New Services

• GET - Client Interface Codes List: Interface Codes associated with and used by clients.
• GET - Client Interface Codes: Interface Codes associated with and used by clients.
• PUT - Client Interface Code CUD: Create record of an Interface Code associated with a client.
• PATCH - Client Interface Code CUD: Update Interface Code record associated with a client. 
• DELETE - Client Interface Code CUD: Delete Interface Code record associated with a client.

Updates to Existing Services

• GET - Additional Invoicing Details List: Additional property SetUpBy added to the list.
• GET - Client Account List: Additional properties CanBeForwarder and CanBeServiceProvider have been added to the List.
• GET - Client Account: Additional properties CanBeForwarder and CanBeServiceProvider have been added to the read.
• PUT - Client Account Create/Update: Additional properties CanBeForwarder and CanBeServiceProvider are now available to create/update.
• PATCH - Client Account Delta Update: Additional properties CanBeForwarder and CanBeServiceProvider are now available to update.