Recent updates
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Release Notes - March 2024
Updated onArticle- Second Mover form is now enforcing the required flag.
- Formlets now dynamically hide/show in View Mode as they do on Launch.
- Issue with BelongsTo Fields incorrectly showing a display value has been resolved.
- When using Transaction Navigation, the load time when navigating to the next record has been improved and the records are no longer prematurely being added to the Recent Atoms list.
Release Notes App Builder Release Notes App Builder Release Notes
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Release Notes - March 2024 Minor Release
Updated onArticle- Resolved an issue where authenticated launch forms used in other systems were showing submission errors to users even though data was successfully submitted.
- Attachments are correctly removed from the Launch Form when a record is created with the Create Related Transaction.
Release Notes App Builder Release Notes App Builder Release Notes
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How to Configure Document Management Lite
Updated onArticleDocument Management Lite is designed to provide a document management experience within Onit for clients with simple file management requirements. For more high end use cases, the recommended approach is to partner with 3rd party vendors such as iManage or NetDocs.
The goals of this feature is to make it:
- Easy to configure so it only requires a few hours for new setups.
- Secure so the access to documents are restricted to those who have access to the main record.
- Build upon existing configuration so clients already using the Documents App can easily upgrade.
- Simple so users can easily understand and use the document management component.
Developer Tutorials and Materials App Builder Developer Tutorials Working with Spreadsheets and Documents
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Vendor Suite Template
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation
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Winter Release 2023-24
Updated onArticleThe Matter Suite Template, Spend Suite Template and Invoice AI Report have been enhanced based on customer requests and will be released to all ELM customers on March 9th, 2024.
The Beta version of Vendor Suite Template (Tableau) will also be available to all ELM customers on March 9th, 2024. The purpose of this version is to gather feedback and incorporate it in the upcoming releases. We are committed to delivering the production ready version of the Best Practice - Vendor Suite Template in our Fall 24 Release.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
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OnitX Legal Holds Management 3.4 Release Notes
Updated onArticleAs part of the Legal Holds Management 3.4 release, we have introduced some key features to allow more robust Preservation in Place for Microsoft.
Release Notes Legal Hold Release Notes Legal Hold Release Notes
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ELM Release Notes - November 2023
Updated onArticle- Invoice New View Updates
- Custom user settings for viewing invoices
- Loading speed optimization
- Line-item descriptions are selectable
- Submission Date now listed on Invoices
- Line-item descriptions now break to a new line at the end of a word
- Budget field on Invoice New View updated to display new externally collected budgets
- Timekeeper diversity data will no longer be transmitted from BP to ELM if the client has not signed an Instruction Letter; diversity reporting will still be available at the aggregate level
- Ability for the client to adjust a timekeeper’s Effective Date when utilizing the previous functionality to adjust the Proposed Rate
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
- Invoice New View Updates
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ELM Release Notes - February 2024
Updated onArticle- Remember users Line-Item Column widths in Invoice New View
- Removed the Vendor tab on Invoice New View
- Within an invoice, capture enable/disable adjustments in the audit history
- Billing Authorizations default tab updated to ‘Matter Rates’ for Matter Level Timekeeper Rate fee arrangement
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
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Matter Level Timekeepers
Updated onArticleThese instructions only apply to matters with a Matter Level Timekeepers fee arrangement.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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BillingPoint Release Notes - February 2024
Updated onArticle- Ability to add an attachment on Client Timekeeper Rate Request
- Bulk upload review page added for the Matter Level Timekeeper fee arrangement
- Added collapsibility of subsections in audit histories
- Closed matters can still be viewed on historical accruals process where accruals were submitted
- Billing Authorizations default tab updated to ‘Matter Rates’ for Matter Level Timekeeper Rate fee arrangement
- When timekeeper rate requests are submitted in bulk, submission is sent in batches on the backend to reduce errors
- System now utilizes the Money Gem for use in currency rounding
- Integration with eBillingHub now uses APIs of the new LEDES workflow
- Tiered Volume Discounts (TVD) 2.0
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes