Bulk Documentation

Released 2026-07-21

Version 3.12.15

Notes 122 of 22

  1. Atlas — Buffer and other money columns load again on large multi-site views, with more headroom before heavy columns time out.

  2. Customers — Customer pickers show the customer code under the name; the flag still shows currency.

  3. Inbound — Document lists now show a loading preview instead of a blank spinner, and paging clearly shows when the next page is on its way.

  4. Inbound — Documents from OCR now keep a clearer extraction summary, including how many fields were filled automatically and PDF text quality.

  5. Inbound — Due dates from uploaded documents now apply correctly so production jobs can create automatically when Due Date is required.

  6. Inbound — Duplicating an inbound config now copies its full extraction setup (schema, prompt, and field mappings) instead of creating an empty copy.

  7. Inbound — Export, Delete, and hold actions are under Actions on the document page.

  8. Inbound — Right-click a document in the list to open it, copy its number, print labels, or delete it when allowed.

  9. Inbound — The document date field is now labeled Date received.

  10. Jobs — Print from a job opens production templates, same flow as orders.

  11. Labels — Printing selected labels is much faster, especially on large documents.

  12. Navigation — Right-click menus now use a clearer dark layout with simpler keyboard shortcuts.

  13. Performance — Lists, search, and team boards respond faster across the app.

  14. Print — Choose a template directly; Order/Job (or Document/Item) badges replace the extra what-to-print step.

  15. Print — Choosing items or jobs to print now uses a full-width spreadsheet-style list.

  16. Print — Choosing what to print opens in a compact dialog that expands when you pick a template.

  17. Print — Large production orders with hundreds of jobs now print reliably.

  18. Print / PDF — Bulk job PDF export no longer fails with a missing user profile error.

  19. Print / PDF — Label printing now shows live generation progress for every batch size.

  20. Print — Search jobs when choosing what to include in an export.

  21. Services — Service code pickers now show the full name with the code underneath.

  22. UI — Dropdown and context menus use a slightly smaller type size.