OfficeClip Forums

OfficeClip Blog
Discussions on OfficeClip Products and Services

How to share documents with your customers

by SK Dutta 16. November 2017 14:13

When you are working on a project inside OfficeClip, and you need to share a document or a folder with your customers you can do it directly from within the OfficeClip Sharing Application.

You can share the documents in two ways:

  1. Web Link: In this mode, the system generates an email that contains a link. On clicking, it provides a way to download the document to the user's computer. This form of sharing can be password protected, and you can also put an expiration date.

    The password is usually not sent in the same email as the link.

  2. Secured Link: In this mode, you first create a login account for your customer. Then you share the document in the same manner as in public sharing, but the customer will have to log in to his/her portal account to see the share.


Trello Roadmap for the future releases

by SK Dutta 7. November 2017 13:41

We are starting to work on our next release. I have created a roadmap of what will be included in it. Please feel free to vote and add comments on the features you would like to see implemented next.

>> OfficeClip Roadmap

New Release! Sage 50-2108 AddIn and OfficeClip Patch

by SK Dutta 3. November 2017 14:22

OfficeClip has released a new Sage 50 AddIn that works with the 2018 edition of the software. It can be downloaded from the OfficeClip website.

OfficeClip has also released a new patch that fixes the following items:

  1. Documents: When downloading documents, the correct revision was not getting downloaded
  2. Campaigns: In Design Mode, sometimes the images from the external sites were triggering exception
  3. Timesheet: With custom fields, the column totals were not lining up
  4. Time Off: Time Offs showing for people who were not in the Approval Route
For hosted version users, it is automatically applied to the website. Installed version users can download this from our download page.

New OfficeClip Release 10.5.2

by Admin 28. September 2017 15:21

This release brings to you more enhancements and bug fixes.

Timesheet Preview Template

The timesheet preview screen shows the entire timesheet on one screen. It is used by some of our customers to keep a paper trail of all the OfficeClip Timesheets.

Many organization likes to format the timesheet the way they were already used to. We have provided a template language so that customers can format the timesheet to their own likes and print them. See a short video below.



Timesheet Custom Fields

You can now add custom fields to the Timesheet. The custom fields can be of type text or list with fixed values. They will appear on each row in the new or edit timesheet screen. The custom fields will appear in the reports and in exports. Currently there is a limit of three custom fields in the timesheet.

To set custom fields go to Timesheet > Admin > Custom Fields



Bug Fixes

We made a lot of fixes in this release too. Here is a list:

  1.  Calendar: Calendar > List > Agenda - Unable to view the screen of Agenda   NK1822 (10.x)
  2. Calendar: Desktop > Calendar > Import/Export > Google Sync > Tab changes to shared calendar   NK1783 (10.x)
  3. Calendar: Calendar > Import/Export > Export calendar events - Open csv, then try to export. The Tab changes to Shared Calendar   NK1824 (10.x)
  4. Contacts: After creating a user, it is not creating the password automatically   DK1813 (10.x)
  5. Expenses: Expense Detail Missing in Reports   MI1246 (Support tickets)
  6. Extranet: Extranet Admin > Insert image is not working   BK1842 (10.x)
  7. Invoices: Invoices > Filter - While searching for invoices with Due balance it is showing the quotes and estimates also   DK1820 (10.x)
  8. Issue Tracker: Binder name was not showing in the email triggered by rule   RS1250 (10.x)
  9. Notes: Desktop > Notebook > Note > Private note is accessible to other users through history   SY1789 (10.x)
  10. Notes: Some information is showing up via history that is not supposed to be shown   SD1793 (10.x)
  11. Rest-Api: Rest API > Non Admin Tasks - Don't have permission 'Read' at Access Default in Org Settings - Sill able to see all the tasks   NK1806 (10.x)
  12. Time Off: Unable to see Time Off approve screen in some situations   SD1846 (10.x)
  13. Time Off: HRM > TImeOff > unknown timeoffs added to all Employees   SY1819 (10.x)
  14. Timesheet: HRM > Timesheet > When an Admin approved the timesheet with Bulk Approve option, it was not showing in the timesheet history   SG1839 (10.x)
Click here to see a complete list.


New OfficeClip Release 10.5.1

by SK Dutta 11. September 2017 14:27

We have just released a new version of OfficeClip 10.5.1.

We made many enhancements and hundreds of bug fixes. Most important enhancements we are releasing are:

  1. An Email Tracker that queues and tracks all emails that goes out of OfficeClip
  2. In addition to the SOAP API, we have added a REST API module
If you are using OfficeClip online, your do not have to do anything, the upgrade is automatic. If you are using the installed version you can download and install the latest version from our website.

The latest release notes are available here

I will be posting more details of individual enhancements soon.


How to Create and Customize webform

by SK Dutta 4. May 2017 13:55

The video below shows how you can create a contact web-form to capture leads from your website. It also discusses basic customization of the web form to make the look and feel of the form similar to your website.



Patch 3 Released for OfficeClip 10.4.27

by SK Dutta 20. February 2017 18:38

Today we have released a new patch that solves some of our customer's issues. Following are the changes in this patch:

  1. PatchGeneral: Google Sync was failing in some cases   PE1141 (Support Tickets)
  2. PatchTimesheet: Could see attachments inside Submitted/Approved Timesheet   AC1138 (Support Tickets)
  3. PatchContacts: Mandatory List Fields were not checked for validation   AC1137 (Support Tickets)
  4. PatchProjects: Unable to scroll the Accounts List screen   AC1136 (Support Tickets)
If you have the installed version of OfficeClip, you can go to the OfficeClip download page to read instructions and download the patch. If you are using OfficeClip online at our website they are automatically applied to the site.

Patch Released for OfficeClip 10.4.27

by SK Dutta 2. February 2017 15:16

Today we released a patch for 10.4.27. If fixes one issue:

  • Projects > Accounts List - Screen cannot be scrolled down
If you are using OfficeClip.com cloud it is automatically installed and you do not have to do anything. If you have the installed version you can down the path and read the installation instruction here: 


The complete release notes is here: https://www.officeclip.com/web/releasenotes.html

Tutorial - Time Off and Accruals in OfficeClip

by SK Dutta 31. January 2017 22:17

I got a few questions from some of our customers on proper use of the OfficeClip Time Off and Accruals. OfficeClip Time Off application has many features that can manage your employee's vacation, leaves and paid time off. I decided to create a tutorial video to make it simple. Let me know if you liked it or have any questions.


New Release 10.4.27

by SK Dutta 25. January 2017 13:41

We are pleased to announce a new release this year for OfficeClip. The following are some of the important changes we made to the product:

  1. Timesheet - Time Off Integration
  2. Live Chat Integration
  3. Lots of bug fixes
More...

New Release 10.4.22

by SK Dutta 4. November 2016 14:20

We have made a service release 10.4.22. This fixes some of the recently reported issues.

  1. Enhancement: Notes: In the issue tracker text areas hyperlink buttons are there try to add a hyperlink and unlink observe the functionality working or not and check the spell check button is before the hyperlink
  2. Bug Fix: Issue Tracker: Note was not formatted correctly for extranet users
  3. Bug Fix: Settings: Deleting an organization with some demo data was throwing an exception NR1538(10x)
  4. Bug Fix: Time Off: Time Off → Admin → Select a time off category → History → was showing the wrong history KP1094(Support Tickets)
  5. Bug Fix: Time Off: Time Off rejection mails are not coming to the user BK1544(10x)
  6. Bug Fix: Time Off: Timeoff > my requests & archived lists > delete was not asking for permisssion DK1531(10x)
  7. Bug Fix: Timesheet: Timesheet Profile change email was not sending emails correctly (the link was showing up as empty) IK1543(10x)
  8. Bug Fix: Timesheet: User was not able to navigate to the timesheet page from the email link that is sent when the timesheet is approved NK1525(10x)
You can download and install the new release from here. It you are using the cloud edition, it has been upgraded already.

New Release 10.4.20

by SK Dutta 5. October 2016 15:46

Welcome to the new release of OfficeClip. In this release we bring you a few enhancements and many bug fixes:

Document Viewer


Before downloading a document, you can now review it using the in built viewer. Current supported files are office documents (docx, pptx, xlsx), html, pdf, xml, js and text files.

Windows Live OAuth2

If you have a windows live account, you can use that to login to OfficeClip instead of your OfficeClip login and password.

See full release notes

Download Link (for users who have the installed version)


OfficeClip is now free on private cloud

by SK Dutta 30. August 2016 16:26

OfficeClip has now made its small business application free to run on private clouds like amazon aws or hyper-v in organizations. Previously the  software was free for upto 10 users. With this release it has been made free for unlimited users. OfficeClip also provides free email support for this product.

OfficeClip creates software to manage customers and projects. This includes CRM, Timekeeping Software, Expense Management, Invoicing and Help Desk. 

Starting a decade ago, OfficeClip provides software solutions to thousands of small and medium businesses. To learn more about OfficeClip visit our website at www.officeclip.com

How to control access of OfficeClip Reports

by SK Dutta 29. July 2016 16:30

After getting a query from one of our customers, I decided to do this quick video on how to:

  1. Provide OfficeClip Report Access to certain members (or roles) of your team.
  2. Manage Access at the Reports level. For example, do not allow some reports to be shown to an employee.
Note: Make sure you exercise caution when you expose your reports to non-administrators of your organization. Depending on their access they may be able to see some information that you may not want them to see!



Please reply with your questions or comments

Thoughts on making web application HIPAA Compliant

by SK Dutta 28. June 2016 13:16

If you are a web application developer or provisioning an application for health care, this article will provide some information on what you should be focus to be compliance with the current healthcare regulations. In accordance with the HIPAA Privacy Rule any healthcare practice (or provider) should protect patient's individual identifiable health information, often called Electronic Protected Health Information(ePHI).

This article talks about what is involved in complying with ePHI and how OfficeClip handles it.

More...

OfficeClip New Release 10.4.17

by SK Dutta 21. June 2016 14:45

We have a new version of OfficeClip for you. It combines two previous versions. Here are the release notes:

More...

How to change Document Folder Permission in OfficeClip

by SK Dutta 13. June 2016 10:54

In OfficeClip you can change the access permission of documents and folders. The permission link can be accessed from the properties page. Follow these steps:


  1. Click on the Document Application from the left menu
  2. Click on the Properties icon on the same row as the folder (or document)
  3. Click on the Permissions link
  4. Click on the Edit icon on the row that you want to change permission
  5. Change the Permission and then Click on Save

Tracking work history in OfficeClip

by SK Dutta 10. June 2016 17:45

You can now track history of all the changes your coworkers made to OfficeClip. These changes can be seen in a consolidated form within OfficeClip's history window. Changes to individual applications can be seen from inside that application. Here is a video that explains how it all works:


OfficeClip Release 10.4.15

by SK Dutta 18. May 2016 19:23

Today we have released a new OfficeClip version that contains two important enhancements and fixes more than 40 bugs.

1. Single Sign On using Google Apps and Google Login: You can now use your Google or Google Apps account to sign into OfficeClip.



2. Mark important items in OfficeClip: Now you can use Google style star icon to mark important items in OfficeClip. In addition you can use filters to see the important items. The video below shows how this can be done.


3. Bug Fixes: We have fixed more than 50 bugs in the software. For details please see our Release Notes.


OfficeClip Upgraded to 10.4.2

by SK Dutta 3. March 2016 13:35

We have fixed few more issues and released version 10.4.2. Here are the release notes:

  1. Bug Fix: CRM: In contact >> view contact >> after adding a document goto history and download a file , busybox appears on the screen. BS1350(10.X)
  2. Bug Fix: CRM: In contacts >> call List : When choose add note it was asking for note book which should not be hapening BS1349(10.X)
  3. Bug Fix: CRM: Accounts - View - New Drop Down tool - Document now shows all the docs in pop up IK1345(10.X)
  4. Bug Fix: CRM: Contact - Email Child - There is now back button when clicked to New Account IK1337(10.X)
  5. Bug Fix: CRM: Contact Manager: Clicking on Alternate email address brings incorrectly populated screen PR0953(Support Tickets)
  6. Bug Fix: CRM: User was unable to save contacts under certain circumstances SD1381(10.X)
  7. Bug Fix: Invoice: List Screen >> paging was not working (always showing the first page)
  8. Bug Fix: Invoice: Send Note: When user clicks on the link it is giving a server error DK1378(10.X)
  9. Bug Fix: Issue Tracker: View issue>share >email - more than 2 email addresses if entered was giving an error DK1346(10.X)
  10. Bug Fix: Settings: Entire site > login screen - when we click on official website the cursor keeps on rolling DK1383(10.X)
  11. Bug Fix: Timeoff: Hourly Timeoff request is now working IK1364 (10.X)
  12. Bug Fix: Timesheet: History - Total no. of hrs if in minutes it is miscalculated in history than the actual time K1355(10.X)
  13. Bug Fix: Timesheet: List Screen history is now working SD1351(10.X)
  14. Bug Fix: Timesheet: Cannot restrict billable to a particular value... OM0955(Support Tickets)
For a detailed release notes Click Here.

Powered by BlogEngine.NET