Version 3.0.7 – Release Date 17/09/24

Change Type	Description
Enhancement	Change to limit the entries created in the Document Delivery Log when Auto Sending
Enhancement	New Option Added to Purchase Documents to Exclude from Auto Send
Enhancement	New Events: - OnBeforeAutoSendDocument to Custom Handle Auto Sends - OnBeforeGetDocumentType to Support Custom Handling of Document Type Selection based on Source Records
Enhancement	Business Central Compatibility Changes: - BC24 Warnings
Bug Fix	Resolved Issue with Showing the Balance Due in Email Body on Customer Statements
Bug Fix	Resolved Issue with Security Filters generating an Error
Bug Fix	Resolved Issues with Assigning Document Styles on Auto Send
Bug Fix	Resolved Issue with Document Delivery Preview
Bug Fix	Resolved Issue with Service Consumption Posting Error
Bug Fix	Resolved Issue with Customer Date Filter on Statement Auto Send
Bug Fix	Resolved Issue with Auto Sending Statements Ignoring Report Parameters
Bug Fix	Resolved Issue with Incorrect Document Type on Prepayment Invoices and Credit Memos
Bug Fix	Resolved Issue where the Document Type is Reset to Default Document Type on Record Modify
Bug Fix	Resolved Issue with Style Code on Document Assignment
Bug Fix	Resolved Issue with Document Assignment not Respected on Posting
Bug Fix	Resolved Issue with Copy Setup Function not Validating Correctly
Bug Fix	Resolved Issue with Document Types on Job Queue
Bug Fix	Resolved Issue with Grouping All Record Under First Document Type

Version 3.0.6 – Release Date 09/07/24

Change Type	Description
Bug Fix	Fix to Allow the Document Type defined on Documents to be Respected when using Bespoke Coding

Version 3.0.5 – Release Date 03/07/24

Change Type	Description
Bug Fix	Fix to ensure Document No appears in Subject line of email

Version 3.0.4 – Release Date 12/06/24

Change Type	Description
Enhancement	New feature added to enable the system to use alternative Document Type on Posting, using Document Type Assignment functionality. This allows you to send alternative Document Styles at the point of Order and Invoice where required.

Version 3.0.3 – Release Date 06/06/24

Change Type	Description
Bug Fix	Resolved issue whereby users are unable to update the Document Type on Posted Documents. For further instructions please reference the following link on Clever Docs Clever Dynamics - Updating Existing Documents
Enhancement	Added filtering to Document Type lookups so that only relevant Document Types are shown to users when manually selecting a Document Type on a Business Central Document. E.g. when on a Sales Order only Document Types that are applicable to a Sales Order record are shown for selection.

Change Type

Description

Bug Fix

Resolved issue whereby users are unable to update the Document Type on Posted Documents. For further instructions please reference the following link on Clever Docs

Clever Dynamics - Updating Existing Documents

Enhancement

Added filtering to Document Type lookups so that only relevant Document Types are shown to users when manually selecting a Document Type on a Business Central Document. E.g. when on a Sales Order only Document Types that are applicable to a Sales Order record are shown for selection.

Version 3.0.2 – Release Date 05/06/24

Change Type	Description
Bug Fix	Resolved issue where the TO parameter was always returning no value for Issued Reminders.

Version 3.0.1 – Release Date 29/05/24

Change Type	Description
Bug Fix	Resolved issue around Attachments Check for Remittance Advice Journals and Remittance Advice Entries.

Version 3.0.0 – Release Date 15/05/24

Change Type	Description
Enhancement	New Document Style functionality added to allow sending of multiple document styles for a single Document Type.
Enhancement	Added changes to Copy Setup functionality (accessible from Document Type screen) to also copy any Attachment Options
Enhancement	Changed "Doc. Type Selection" screen to be called "Document Type Summary" and reworked screen due to new Document Style functionality making the selection of Document Type obsolete. If you require to change the Document Type for a Document, this is now done directly on the Source Document General FastTab
Bug Fix	Resolved issue with Password Protection functionality. The system was not showing/hiding passwords when the Document Delivery Setup field is turned on/off as expected.
Bug Fix	Prevent User from setting up Attachments where Report ID does not match either the Source Table No. or the Linked Table associated to the Document Type.

Version 2.23.2 – Release Date 21/11/23

Change Type	Description
Enhancement	Moved the Send Email (Doc Delivery) and Queue Email (Doc Delivery) Buttons to the Print & Send Menu on Sales Orders for Modern Menu Experience
Bug Fix	Added Missing Lookup to the Default Posted Sales Shipment Doc Type Field on Document Delivery Setup
Bug Fix	Resolved issues with the Filter when selecting more than one Primary Table No Filter on the Document Type Page
Bug Fix	Resolved the issue with using Special Characters in Primary Keys

Version 2.23.1 – Release Date 07/11/23

Change Type	Description
Bug Fix	Resolved Error which appeared when using German Translations and Auto Sending Emails

Version 2.23 – Release Date 25/08/23

Change Type	Description
Enhancement	Added Functionality to Automatically Generate and Send Statements
Bug Fix	Resolve Error with Preview Posting on Payment Journals

Version 2.22 – Release Date 07/08/23

Change Type	Description
Bug Fix	Resolved Error around the Preview Posting on a Warehouse Shipment
Bug Fix	Resolved error relating to the Auto send function for Remittance Advices (Document Type RAJ).

Version 2.21.1 – Release Date 07/06/23

Change Type	Description
Bug Fix	Resolved Error which occurred when trying to "Release" a Sales Order from the List Page and "Auto Send" was Enabled.

Version 2.21 – Release Date 29/03/23

Change Type	Description
Enhancement	User data now available on the Factbox within the Customer and Vendor Card and list pages. Adding the User data now shows who processed the relevant documents.
Enhancement	Ability to create default attachments for Customers and Vendors using Templates This now includes a new field on the Customer and Vendor cards as well as Templates which can be pre-populated. Where connected per Document Type, this attachment can be sent as default as long as the Attachment Code field is populated on the Customer or Vendor card.
Enhancement	Re-format of the Document Type Selection page
Enhancement	Auto-send/Queue options available within the Document Delivery Setup page The ability to confirm how certain documents will be automatically processed.
Enhancement	Generate New Attachment option now available within the Document Type. If storing documents and a document has been updated, where selected, the updated Document can now be sent and stored.
Enhancement	3 Product Videos have been added to Business Central for Clever Document Delivery for Users to access.
Enhancement	Added new event to page 9093456 "Email Preview CDDTMN" on the OnQueryClosePage trigger. Confirmation message when "OK" is hit which proceeds if True and keeps existing page open. Stops if False.
Enhancement	BC20 compatibility updates. "Encrypt" is marked for removal. Replaced by "EncryptText". "Promoted", "Promoted Category" and "Promoted is Big" not valid for subforms.
Enhancement	Update App to Runtime 9

Version 2.20.5 – Release Date 09/09/22

Change Type	Description
Enhancement	New Event - Add New Event - OnBeforeCheckDocTypeAttachmentParameters

Version 2.20.4 – Release Date 25/08/22

Change Type	Description
Bug Fix	Remove Obsolete Fields for Czech Translations

Version 2.20.3 – Release Date 25/08/22

Change Type	Description
Bug Fix	Add Obsolete Fields for Czech Translations

Version 2.20.2 – Release Date 12/08/22

Change Type	Description
Enhancement	Add Czech Translations

Version 2.20.1 – Release Date 27/05/22

Change Type	Description
Enhancement	BC20 Compliance - Set TestPermissions to Disabled
Bug Fix	Resolved the issue with Printer Tray Values not be respected when Invoking Printing Documents
Bug Fix	Resolved Issue with Attachment Records being Inaccessible on after Processing Email and Print Integration Events

Version 2.20 – Release Date 22/03/22

Change Type	Description
Enhancement	Add "Document Log" Menu Option to all Document Pages to allow users to be able to see all entries which relate to each document.
Enhancement	Extended Functionality to allow Purchase Return Orders, Posted Purchase Return Shipments and Posted Purchase Invoices to be sent via Document Delivery.
Enhancement	Extended Functionality to allow Job Quotes to be sent via Document Delivery.
Enhancement	Changed Name of Document Delivery Send Functions to "Send Email (Doc. Delivery)" and "Queue Email (Doc. Delivery)" to differentiate from standard Business Central Send Email Functions.
Enhancement	Prevent Blank Entries from being Created in the Document Delivery Types Table
Enhancement	Added Option to Notification Banner for Clever Credit Setup of "Don't Show Again"
Enhancement	Added "Document Delivery Log" Factbox to Vendor Card
Enhancement	Added Functionality Changes Required for BC20 Release
Enhancement	Extended Clever Apps Permission Set
Enhancement	Update jQuery and Kendo Scripts

Version 2.19.5 – Release Date 24/01/22

Change Type	Description
Enhancement	Added Functionality to Attach Ad-Hoc Attachments
Enhancement	Change Licence Credit Consumption on Batch Send
Bug	Resolve Issue with Sending Emails from Blanket Purchase Orders
Bug	Resolve Issue when Attempting to Modify Older Versions of Document Delivery on Processing
Bug	Resolve Document Type Code Overflow on Edit Body Error
Bug	Document Type Sender Address and Name Fields Shown when New Email Feature is Enabled

Version 2.19.4 – Release Date 05/11/21

Change Type	Description
Enhancement	Update PermissionSets on Upgrade

Version 2.19.3 – Release Date 22/10/21

Change Type	Description
Bug	Convert PermissionSet XML to Object
Bug	Address BC19 Compiler Warnings

Version 2.19.2 – Release Details

Change Type	Description
Enhancement	BC18 Compatibility - Support for the new enhanced email capabilities.
Enhancement	Entries created in the Document Log Table can be optionally deleted by running the “Clear Doc. Delivery Document Log” report.
Bug Fix	The “Subject” field for Document Types has been increased to 250 Characters.
Bug Fix	Fix to “Custom Layout Code” field to resolve a text overflow error.

Version 2.19.1 – Release Details

Change Type	Description
Bug Fix	Invalid report parameters applied to reports are ignored and result in generating reports without any filters. Apply record view to RecordRef of the attachment source when generating the report. Generating reports from Recordref will ensure the report will be filtered to the view.

Version 2.19.0 – Release Details

Change Type	Description
Enhancements	Implement printing interface - Support Clever Config Print Handler Interface Enum.
Enhancements	BC17 Compatibility.

Version 2.17.0 – Release Details

Change Type	Description
Bug Fix	Fixes in the Business Central 14 version - attachments were not being calculated before being used.
Enhancements	Allow the Email Preview page to be opened when no To address can be evaluated and the "Preview before Sending" option is enabled on the Document Type.

Version 2.16.0 – Release Details

Change Type	Description
Bug Fix	The constant [[USER]] (replaced with the current USERID when a document is submitted) is no longer translated i.e. the English "USER" should always be used, rather than having to supply the translation in the current user's language.
Bug Fix	Permission to obsolete Service Password table removed.
Enhancement	Option fields replaced with File Processing Type enum in Document Type Attachment and Attachment tables.

Version 2.15.0 – Release Details

Change Type	Description
Bug Fix	Do not error if no file is generated by a report e.g. attempting to attach all open invoices to a reminder if there are no open posted sales invoices to generate in the report.
Enhancement	Add sending actions to blanket sales orders pages.
Enhancement	Add new document type for blanket sales orders to the default configuration.

Version 2.14.0 – Release Details

Change Type	Description
Enhancement	Clever Document Delivery now support license credits. A credit is consumed when a document is submitted to be processed and sent. See the Clever Dynamics License Registration page for details of consumed and remaining credits.

Version 2.13.0 – Release Details

Change Type	Description
Enhancement	Reference No. on Document Log Records. Add a reference no. field on document log records that can be populated by another app that requires Document Delivery's functionality.
Enhancement	Event to include additional attachments. Include a new event publisher that will allow a subscriber to include custom attachments into documents as they are being processed.
Enhancement	Action to apply default config from setup page notification. Add an action to the setup page notification to apply default configuration.
Enhancement	Don't Test AssureSign Connection With Incomplete Setup.
Bug Fix	Dialog placeholder bug. @1@@@@ has been translated incorrectly and introduced spaces into the placeholder which will cause an error when Window. Update is used.
Bug Fix	Email body html content is corrupted after editing. Additional html tags/text are added to the end of email body following editing.

Version 2.12.0 – Release Details

Change Type	Description
Enhancement	Reintroduce Applies to Functionality. Field determines whether document type attachment lines apply when the document type is being printed/email or both. If the document is being submitted to AssureSign then the document type attachments that are applied to emails should be followed.
Enhancement	Update Build to Use Template.
Enhancement	Update Links in App Manifest.
Enhancement	Enforce Licensing. Do not allow new documents to be submitted when the license has expired. All other functionality should still be enabled. Show a notification if the licence has expired/is expiring from the document type list/card and the batch selection page.
Bug Fix	Set password with Encryption Enabled. When setting the password in the DD Password Mgt. codeunit the encrypted password is too long to be set against the password text.

Version 2.11.0 – Release Details

Change Type	Description
Enhancement	AssureSign Integration. Allow users to submit documents via AssureSign. Select an appropriate template to create the AssureSign envelope with Download placeholder values that are required in the template and allow the user to link them to Document Fields that provide the appropriate values
Enhancement	Include Document Log Records in Navigate. Extend the Navigate page to also search for matching Document Log records e.g. the user should be able to navigate from a posted sales invoice and see the document log(s) that include the document. Showing the record should open the document log page filtered to the appropriate records.
Bug Fix	Increased Customer/Vendor Name Lengths. Test to demonstrate the error and increase the length of our fields that the customer and vendor names are copying into.
Bug Fix	Cannot convert from ‘Enum’ to ‘Integer’. Argument 2: cannot convert from 'Enum "Detail Type CDDTMN"' to 'Integer'
Bug Fix	Overflow Error Copying Document Types. Parameters in Translation Mgt. codeunit.
Bug Fix	Controls Not Visible on Copy Document Type report. The Copy From/To controls are not visible on the copy document type report request page.

Version 2.10.0 – Release Details

Change Type	Description
Enhancement	Force Refresh of Request Page when Changing Report ID - Clear the Request Page Parameters that were previously stored and display the new request page to the user to save.
Enhancement	Replace Service Password Table with Isolated Storage - Service Password table is being deprecated.
Enhancement	Disable Printing Options When There is no Print Handler - Disable any options related to printing when no print handler has been defined in the setup.
Bug Fix	Cannot Open PDF with Password Protection - When adding password protection to a PDF it can only be opened in Edge. Does not work in Chrome "failed to load PDF" or Adobe (does not even get as far as prompting for a password).
Bug Fix	Copy Document Type Dialog - Reverse the "Copy To" and "Copy From" fields on this dialog. Having them the other way around would make more sense.
Bug Fix	Typo in Error Message - "Email failed to sent via SMTP".
Bug Fix	Update Document and Details Records from Email Preview Page - The email addresses, subject and body can be edited on the Email Preview page, but the log records are not updated accordingly.

Version 2.9.0 – Release Details

Change Type	Description
Bug Fix	Occasionally the same Document record can be processed multiple times, resulting in multiple copies of the same document being sent to the recipient/printer.

Change Log