Replacing gray backgrounds with white improves usability/readability.
Greater contrast in areas with white text/buttons.
Buttons/icons have text labels, clearly indicating function. Examples include:
Search button is larger and now reads Apply Search for easier recognition.
Button titled Navigation History replaces the pin icon for that function.
Advanced Search buttons (i.e., Save Criteria) are now labeled.
Many icons replaced/improved, including:
Previous field lookup icon (magnifying glass) now replaced with ellipsis icon to avoid confusion when using Search buttons.
Export to Excel icon colored to be more easily recognized.
Action icon design and highlights made more consistent with the Modern theme.
Text fonts updated to Nunito Sans for a more contemporary feel with improved legibility.
All drop-down references to Index View have been replaced with Folder View.
Searches
Changes to Advanced Search pages include:
Dropdowns sort alphabetically.
Added the ability to replace/update existing saved search criteria.
Search Field and Sort By list values no longer appear in lists if hidden in Custom Prompts (i.e., if Admin Value is hidden, it no longer appears in the Search Field on File searches).
Date Pick options display a Tomorrow button as well as Custom ranges, including Last Week, Last Month, Last Quarter, Last Year, Current Day, Current Week, Current Month, Current Quarter, Current Year, Next Week, Next Month, Next Quarter, Next Year, Year to Date. In addition to the existing Today button.
Added an Ends With filter to text-based searches.
Added Show Folder View buttons to Advanced Search pages in Files, Documents, Notes, To-Do’s, and Transaction Summary. Folder view allows three-tiered folders.
Default values for the new To-Do Folder and Document Folder levels can be set in Preferences.
Folder Views also include a new Tile View option, which displays more information on one screen.
Added the Include Columns control to the Advanced Search pages for Calendars (List View) / To Dos / Mail Logs / Phone Logs / Time Slips / Emails / Expenses / Name Cards, allowing Users to select display columns in the results grid.
The Include Columns feature on the File Advanced Search window now includes all fields from the File Details window.
Changes to File Advanced Search include:
When searching for files by File Manager, the list of names generated by the lookup icon displays only Users in the selected position.
The User Chooser list no longer displays the Role column when searching for files by File Manager 1, since a User can have different roles in different files.
The Assigned User checkbox/filter no longer displays, so it will always show all active Users vs. the assigned users in the first file in the list or the highlighted file.
Added a Show File Folder View icon to the Search View to quickly switch between the views.
From the File Folder View, added a More drop-down, revealing additional search methods. Choices include: File Name, Open File #, Ext. Client/Matter #, Defense No., and Closed File #.
When using the File Folder View, the Add New button now supports Open File Wizards if configured in Site Configuration.
Current Status and Current Status Date display in two separate columns.
When selected from the Search view, Show File Related People and Show Related Files panes will retain and display the last-used setting.
Added filter option of Related To, allowing searches for files related to another file.
Added filter options of Distributed From This Site and Distributed To This Site for Enterprise environments (optional module). This enhancement is mirrored throughout the application when searching for files.
Action Item Default Searches control how Actions are displayed in File Home Index 1 or 2 preview panes. For example, if a User displays Phone Logs on File Home Index 2, then sets their Phone Log Advanced Search window to display only their calls (not all file calls), this list will also display on File Home Index 2.
Date Pick options in Searches now include Custom ranges and a Tomorrow button. See the entry in the Searches section for more details.
To-Do Advanced Search’s Status filter now includes In-Progress, On-Hold, and Past Due as options. Also, searches on Description / Conclusion / Explanation can now apply the Exact, Contains, etc. filters.
Mail Log Advanced Search now displays Exact/Contains/Sounds Like/Begins With filters.
Document Folder View now includes three-level tiers, like other folder views. Users can choose levels from these Document profile fields: Classification, Type, Volume, Signed By, To, and Bar Code.
Time Slip Advanced Searches can now filter on Invoice No.
Expense Advanced Search window can now display Post, G/L, and For as new columns in the results grid. Additionally, the new Expense data fields can be displayed in the results grid. Those fields are: Date Received, Due Date, Approved, Date Approved, Paid, and Date Paid.
Route History Advanced Search now includes a File field to allow searches in specific files/cases. If the User is in a file, defaults to that file’s name. Additionally, Route History Advanced Search has been moved from the Utilities menu to the Reports menu.
Files
Changes to File Home include:
Users can choose to display only one index window below File Information. Set in Preferences. See User Preferences section for more details.
If one File Home index is selected, the Transaction Summary (Folder) and Documents (Folder) options appear in Preferences, displaying Transaction Summary and Documents entries, respectively, by folders. Limited by the number of records controlled by the Maximum Records to Return value in Preferences/Misc.
Users can choose any Action Item to appear as a File Home index.
Related People displayed on a File Home index now includes the Purpose field.
File Related People records now display Created/Modified By info (found by clicking the ‘I’ icon on the File Related Person Detail window) and can be searched by those criteria.
Changes to File Details/Setup include:
Added a Current checkbox to the File Manager section of File Details/Setup, instantly filtering out past File Managers.
Users can relate multiple files to the current file in one process. Click the Multi wizard in the Related Files section of File Details/Setup.
Clicking Add Team now offers the ability to overwrite/replace Managers and Signers, and defaults to the last search used. Streamlines a formerly manual process that replaces one team with another into a one-click process; the former team remains assigned to the file.
On a file’s Info Detail window (found by clicking the ‘I’ icon on the File Detail window), Created By, Date Created, and Time Created now display data for new files. These fields are also available as Advanced File Search Heading Format display options.
Changes to Transaction Summary include:
Date Pick options now include Custom ranges and a Tomorrow button. See the entry in the Searches section for more details.
Added Time Slips and Expenses as displayed Actions options.
Added a link to the folder view to the Transaction Summary Advanced Search view.
Exporting rows identifies each Action Item type exported in the report output.
Adding Users to a file now launches the “When User is Assigned to a File” Wizard, which triggers when the File Related Person Detail window closes.
Changing the Primary File Reference Number in Site Configuration affects all pages, not just indexes on the File Home page. See the related entry in the Administration section for more details.
User Preferences
Misc tab changes include:
The “My Start Page” option for My Files has been relabeled to File Search / Folder View.
Removed legacy preferences no longer required with overall design changes, including:
Theme
Use Table Borders
Use Table Background Color
Use Table Background Color for Pick Lists
Hide Bottom Navigation Links
File tab changes include:
Users can select either 1 or 2 File Home Indexes on the File Home Index.
File Home Index 1 and 2 options include:
Assigned Users
Calendars
Charts
Documents
Documents (Folder) (NOTE: Appears on File Home Index 1 only)
Email
Expenses
File History
File Menu Default CW 1 (Home)
File Menu Default CW 1 (Index)
File Menu Default CW 2 (Home)
File Menu Default CW 2 (Index)
Mail Log
Notes
Notes (Folder) (NOTE: Appears on File Home Index 1 only)
Phone Log
Related Files
Related People
Time Slip
To Dos
Transaction Summary
Transaction Summary (Folder) (NOTE: Appears on File Home Index 1 only)
Actions tab changes include:
Users can select the Phone Log Default Call Origin (Inbound / Outbound).
Users can choose the To-Do Default View (Search or Folder) and select the desired hierarchy in To-Do Folder Levels. This selection controls the User’s To-Do’s default view on both User/To-Do’s and File/To-Do’s.
To-Do Summary View field has been renamed to To-Do Default View.
My Day tab – Users can choose the To-Do Folder View as a single Column 2 pane.
Calendar tab – Calendar Start Page now includes the Master View as an option.
Documents tab changes include:
Users can choose their File Document View default, including the new Folder View and their default Document Folder Levels (up to three tiers). This selection controls the User’s Document default view on both File/Documents and File Home Index 1 Documents (Folder) options.
Users can elect to Automatically Lock Documents on Open/Download. Locks documents when they are opened/downloaded for viewing. NOTE: Documents locked via this method must be manually unlocked if other users need to edit the document.
LFWeb 365 tab – New tab controlling LF Web 365 plug-ins (an option to COM add-ins). See Web 365 Plug-Ins section for more details.
Sync 365 tab – New tab controlling how Legal Files synchronizes if using Web 365 plug-ins. See Web 365 Plug-Ins section for more details.
Copy Search - Added options to include Custom Windows Searches and the Custom Window Query Reports default searches. NOTE: Rights to the Push User Prefs and Adv Searches security program are required to copy User Preferences and Searches.
Actions
Added a Show Folder View icon to the Search View in To-Do’s, Documents, and Notes (like done in Files and the Transaction Summary) to quickly switch between the views.
Additional Action Items can be updated at the same time (like Documents). Affects Emails, To-Do’s, Time Slips, and Calendars. Controlled by the new security program named Action Item – Multiple Update.
Changes to Calendars include:
Replaced the View selection buttons with a vertical pop-up accessed from the three dots on the current icon.
Updated the look of all Calendar graphical views.
Calendar Events (and To-Do Types) can be color-coded (set by Administrators on the Calendar Event pick list), which adds a colored dot to most views.
The Calendar Detail Window displays a new indicator on the Attachments tab if the Calendar has an Attachment.
The Reschedule Calendar feature now adds Rescheduled To text in the rescheduled calendar’s Note field (like the prior Rescheduled From text in the new calendar). Both rescheduled to/from notes include the day of the week.
Changed the Open Items Only checkbox to a status dropdown that filters Calendars and To-Do’s (where available in Calendar Views) on status, so Users have greater choice on what items to display.
Status reflects Custom Prompt changes to this field label (hidden or renamed).
Client, Resource, Group, Team, and Master Views now save search filters used from the prior search.
Added All and None options when selecting Users in Group and Team views.
Multiple Calendars can be updated in one effort. See prior entry for Action Item – Multiple Update in this section.
Changes to To-Do’s include:
Added a new To-Do Folder view accessible from the To-Do’s Action pane and as a Manage My Day option. Default folder levels and other options are set in Preferences.
To-Do’s created from a Document Detail window can now include the document as an Attachment.
Status field now includes On-Hold and In Progress as options. In-Progress items display in Heads Up (as Open items do), but On-Hold items do not (like Done). Both are included in the To-Do Folder and Tile Views of Due Soon and Past Due entries.
To-Do Advanced Search’s Status filter includes new status options: In Progress, On-Hold, and Past Due.
Searches on Description / Conclusion / Explanation can now apply the Exact, Contains, etc. filters.
To-Do Types (and Calendar Events) can be color-coded (set by Administrators on the To-Do Type pick list), which adds a colored dot to most views.
Multiple To-Do’s can be Updated in one effort. See prior entry for Action Item – Multiple Update in this section.
Video files attached to To-Do’s can now be saved to a SharePoint library. See the SharePoint Integration section for more details.
Changes to Documents include:
Document Folder View now includes three-level tiers, set in Preferences. Options include:
Classification
Type
Volume
Signed By
To
Bar Code
Most Recently Saved section added to Document Folder View.
Video files attached to Documents can now be saved to a SharePoint library. See the SharePoint Integration section for more details.
When updating multiple documents at one time, the Signed By field can now be changed.
Documents saved via Drop Zone are added to the Recently Saved to File list.
Added new document options for File Home Index 1 and 2. See the Preferences section for details.
Document Advanced Search was modified to require at least one criterion to be entered when no file reference is available and Created By All is checked. The query will now only return the number of rows to satisfy paging (prev/next). This was done for performance reasons to prevent a query that returns every document in the table for a given site.
Added support for the Document Attachment column in the Document Folder View index. If the Preferences setting under Documents/Attachments Check In Search is 'When Type criteria is selected', then Type must be one of the three dropdown options for it to appear.
Changes to Notes include:
File Note Detail Windows now have an Attachment field.
Added a new Note icon as well as the option to add color to the icon (set by Administrators on the Note Category pick list). The new icons and colors extend to the Transaction Summary.
Added a Full Text Note Preview option, which, if selected, displays the full content of the Note field (subject to Note limitation to 8,000 characters). The other two Note Preview Options are None and Single Line, which replace the previous version’s Include Note Text (first 1,000 characters) display.
Most Recently Saved section added to Note Folder View.
Video files attached to Notes can now be saved to a SharePoint library. See the SharePoint Integration section for more details.
Changes to Time Slips include:
Added read-only Invoice No. field, which is an option on Advanced Time Slip Searches and appears on the Time Slip Hot Print.
When creating Time Slips from To-Dos, the Conclusion field is now copied to the Time Slip Description field (in addition to Description).
When creating Time Slips from a Note, the time is copied from the Note, instead of the current time.
The Time Slip Information icon displays even if the Time Slip has been locked.
Multiple Time Slips can be updated in one effort. See prior entry for Action Item – Multiple Update in this section.
Added Custom Prompt support for the Total Amt field label.
Changes to Emails include:
Multiple Emails can be copied/moved at the same time (like Documents). Controlled by the new security program named Action Item – Multiple Move/Copy.
Multiple Emails can be updated in one effort (Show on Summary and Priority Item checkboxes only). See prior entry for Action Item – Multiple Update in this section.
Changes to Expenses includes:
Video files attached to Expenses can now be saved to a SharePoint library. See the SharePoint Integration section for more details.
Added new fields to the Expense Detail Window: Received Date, Due Date, Approved, Approved Date, Paid, and Paid Date. These fields also appear in Heading Columns, in Advanced Search Fields, and in the Expense Query Report filters/results.
Expense Advanced Search window now displays Post, G/L, and For as new columns in the results grid.
Information Windows for To-Dos, Calendars, and Documents now display a Locked Status.
Mail Log Advanced Search now displays Exact/Contains/Sounds Like/Begins With filters on the Search field.
Changing an Action Item’s reference places the new reference in the Recently Saved To files list.
LFMSOClientTools (Plug-Ins)
Added an auto update feature that will check for and install new plug-ins as they become available. Checks will be automatic, but can also be manually triggered by administrators.
Changes in Word, Excel, and PowerPoint include:
Save as New PDF button imports the current document as a new PDF in Legal Files.
Added an Open Recent Doc button, which displays a list of Legal Files documents that users recently viewed and documents that users recently saved. The existing Open Document button was renamed Open File Doc.
Changes to Outlook include:
Added an Attach Recent Doc button, which displays a list of Legal Files documents that users recently viewed and documents that users recently saved. The existing Attach Doc button was renamed Attach File Doc.
Changes to the Attach File Doc control include:
Added a checkbox to include archived documents in the search results. Applies only to customers utilizing the optional Archive module.
Added a Contains checkbox to the Attachment Pick window for Document name searches. Defaults to the last used option.
Added a Clear button in Connection Settings next to the 'Use Client Certificate' checkbox to clear the current client certificate selection. Refer to your administrator for additional information.
When SAML is selected in the User Authentication Type drop down, a Clear button displays to clear browser session data to allow the SAML login prompt to be presented again.
Changes to the Synchronizer include:
Outlook Tasks in the In Progress status are imported to Legal Files To-Do’s in the new In Progress status.
Legal Files To-Do’s in the Open status are imported to Outlook Tasks in the Not Started status.
Outlook Tasks and/or Legal Files To-Do’s in the On-Hold status are imported into the other application in the same status.
Synchronizer no longer enables Outlook Contact syncing by default. This must be enabled with a new control at installation.
Changes to the Document Chooser window include:
Added a Latest Version Only checkbox. Defaults to checked. Document Name and File Name column width is fixed to 32 characters. Long document names are truncated with an ellipsis; full names displayed in tool tips.
Introducing the new Word Envelope Wizard. Launched from a Name Card Envelope Detail Window, the wizard opens Microsoft Word’s Envelope Wizard with both the outbound and return addresses populated. Character count limited by Name Card field limitations (listed in online Help file under Additional Information).
LFWeb 365 (Plug-Ins)
Added the ability to use Microsoft 365 plug-ins in Outlook, Word, and Excel.
Users will be able to:
Save Outlook emails
Save Outlook attachments (not the email), as a New Doc or Version Existing Doc
Attach a Legal Files Document to an outbound email
Save a Word or Excel document to Legal Files, with Overwrite/Copy/Version/Lock options.
Version an existing document
Open Legal Files documents from Word or Excel.
Access Document Template Management from Word.
Synchronize Calendars and To-Do’s between Legal Files and Outlook.
Wizards
Changes to the File Copy Wizard include:
Added the ability to copy Documents from the original file to the copied file. Users can choose from All, None (default selection), Latest Version, and Selected. The last option allows selection by Classification, individually, or All/None.
Added the ability to copy Notes from the original file to the copied file. This option is selected by default in Step 4, Other Information.
Changes to the Open File Wizard Templates include:
Renamed the Access tab to File Assignment/Access.
Added a new Assigned Users tab, allowing templates to open with a default list of Users already assigned when launched. Additionally, the Assigned Users tab includes a Required checkbox that forces at least one User or Team to be assigned when enabled.
Added a new File Related tab, allowing templates to open with a default list of File Related People already added when launched. Additionally, the File Related tab includes a Required checkbox that forces at least one File Related Person to be added when enabled.
Changes to the User Assignment Wizard include:
Added the ability to notify Users when they are unassigned from a file. Notifications can be sent via internal or external email.
Using the User Assignment Wizard to Unassign User from a File now fires Wizard Triggers that are configured for that action.
Calendar/To-Do Close Wizard now allows Users to update the statuses of individual entries, rather than All/None. A message displayed in the wizard announces this feature.
Changes to Workflow Wizard Templates include:
Added the ability to mark a Calendar as All Day.
Added the Time Due field to To-Do’s.
Adding Users to a file now launches the “When User is Assigned to a File” Wizard when the File Related Person Detail window closes.
DBA field info now appears in Conflict Check results.
Custom Windows
Added the ability to add a new Custom Window from the detail page of an existing Custom Window record.
User pick lists now display the Assigned User checkbox.
Calculation fields now display the values used in the calculations as Tool Tips.
Custom Window Home displays Embedded Custom Windows with standard functions. This view appears when the Use Custom window Advanced Search Preference is set to No.
Changes to Custom Window Administration include:
Added a Single Instance checkbox on Action Custom Window templates to prevent more than one instance of a Custom Window. The Checkbox is available on the Action, Embedded, and File Related People Custom Window templates.
Decimal fields now let administrators set decimal places per field (max 5).
Exclude Weekends and Exclude Holidays checkboxes display as options on Calculation fields involving dates.
Added a Find Field search tool, helping administrators find fields on a Custom Window. Works exactly like the Find Field tool on a Custom Window Detail window.
Embedded Custom Window fields can display on the Custom Window index.
When creating a new Custom Window, added an alert message when selecting a Pick List that is already being used on another custom window.
SharePoint Integration
Legal Files sites can be configured to allow video files to be uploaded to SharePoint rather than as documents in Legal Files.
Administrators link to the SharePoint library in Site Administration.
When activated, video files are uploaded to SharePoint (both primary docs and attachments).
Includes files saved via Drag/Drop and as Outlook attachments.
Video links will open a new tab to stream for immediate viewing rather than downloading to the User’s computer.
Videos can be uploaded with Document, Mail Logs, To-Dos, and Expense types.
Teams Integration
Added to Teams a "Save Message as LF Note" command that will allow Teams meeting chat messages to be saved as Notes in Legal Files. The maximum number of Teams chat messages that can be selected/copied is 50.
Added to Teams an "Attach Legal Files Doc" command that will allow a Legal Files document to be added to a Teams meeting attachment and saved back to Legal Files.
Utilities
Added a Replace User Wizard to Team Management that replaces one User with another in all Teams to which the first User has been assigned. Launched from an icon in the lower- left corner of the Team Management Chooser window.
Route History Advanced Search now includes a File field to allow searches in specific files/cases. If the User is in a file, defaults to that file’s name. Route History Advanced Search has been moved under Reports.
Expense Quick Add entries can be manually unlocked before creation via the new Options checkbox on the Expense Quick Add window.
Document Templates now include Site IDs for template copying across sites for Enterprise environments (optional module).
Administration
Changes to Group Management and User Maintenance include:
Added security programs named Action Item – Multiple Update and Action Item – Multiple Move/Copy, allowing Action Items to be updated, as well as copied and moved in a single action, respectively. Does not control Documents, which have similar, corresponding security programs.
Added a security program named Time Funding Source Pick to control access to this field on Time Slips.
Added a security program named To-Do Query Report (Web), controlling access to this new report.
Program security for Route History Search (Web) now governs the display of action buttons. Previously, the program named E-Mail controlled.
Added the Add-in Locks button (Group Management only) for add-in lock values to be applied to the Group in 365 environments. These values can be overridden at the User level.
Added a security program named Pronoun Pick, controlling access to this new field on Name Cards.
User Detail window changes include:
Revamped layout, including right-side scroll bar.
Added Team Management list, where administrators can see and update the team assignments for a User.
Added Open File Wizard access list, allowing administrators to see and update the wizards that a User can use.
Added Calendar Group list, which allows administrators to view and update the groups a User is a member of.
Added a Report Tree list, where administrators can see and update the trees (as configured in Report Management) that a User can use.
Added a Doc Template Tree list, where administrators can see and update trees (as configured in Document Template Management) that a User can use.
Added Exchange Email Address setting in the new Microsoft Office section. This must be populated for the 365 web add-in and synchronizer features to work for the User.
Added Add-in Locks button for add-in lock values to be applied to the User. This will override the lock values set at the Group level.
Custom Prompt Management changes include:
Added the ability to relabel and hide entire File Details/Setup sections – History, Assignments, Signers, Access, Related Files, Referred By, Referred Out, andPassword.
The application-wide Reference field can be renamed on the File Setup custom prompt. For example, Reference could be changed from File to Matter, Project, etc. If left unchanged, the default Reference value will remain File as with previous versions of Legal Files. Note that renaming the Reference has far-reaching implications – more than File Setup. Affected areas include:
All Action detail windows
All Reports filter windows
File Chooser window
Plug-ins
Added new File Manager section and support for File Manager and related fields. Changes made to the File Manager section affect many windows, including:
File Setup
File Home
Reports
Team Management
Values in the Search Field and Sort By lists are now hidden if they are hidden in Custom Prompts.
Added support for Calendar “With” field, Time Slip “Total Amt” field, and Name Card “Pronoun” field.
Added the ability to export prompts to Excel.
Pick Management changes include:
Added the ability to move pick list values from a local site to the Enterprise site (optional module).
Calendar Event, To Do Type, and Note Category can add color coding to entries defined by these filters. Appear in Actions, Transaction Summary, and HUD windows as dots on the corresponding icons. Settings immediately affect previously added events and types.
Changes to Site Configuration include:
Actions tab:
Added a new checkbox Disable Ability to Turn Off Activity Timer to prevent Users from turning off the activity timer in Preferences.
Add-Ins tab:
Administrators can configure their environment to allow video files to be uploaded to a SharePoint site, rather than as Legal Files documents. See SharePoint Integration section for more details.
Added Allow Groupware Integration With setting, which was previously only available in the desktop application. Options are None, Outlook, Groupwise and HCL Notes.
File Tab changes include:
Added the Primary File Reference # section, where administrators can change the file reference number inserted into either headings/links within the application, Internal (In App Headings/Links), and/or the subject line of external emails, External (Email Subject), sent from the File Related People and Assigned Users in a file. New options are Ext. Client/Matter #, Defense No., and Closed File #. The default is Open File #. ▪ Added a new checkbox Prevent Time Slips on Closed Files prevents Users from adding Time Slips to closed files.
Changes to Admin Home include:
The top row of Admin Home now stays in place as administrators scroll the window.
Added the ability to enable Oracle Case Insensitive searching, affecting File Advanced Search, Name Card Advanced Search, Document Advanced Search, File Pick windows, Client Tools File Search, and Mail Log Advanced Search.
Added a setting to format the User’s name in the application header to change from lastname, firstname to firstname lastname.
Added a new section containing Client Tools Updates Enabled, Update Store Path, and Auto Update Check Delay preferences, which will enable Client Tool updates to be pushed from Legal Files, rather than requiring re-installations.
Added a Knowledge-Based Authentication reset button.
Added the Century Pivot Year field to the Misc Application and Session Settings section. Administrators may enter a two-digit number as a pivot year. Any two-digit dates before the pivot year will become 1900 dates; any dates after will be convert to 2000 dates. For example, if the pivot year is set at 50, a value of 43 will display as 1943, and a value of 53 would display as 2053.
Added the Subject Prefix Property to the Email Settings section. A value entered here will be prepended to all email subject lines when an email is sent through SMTP.
Updated tooltips in the Application Security/Misc Section, for the Allowed Remote Address for Application Administration and Allowed Remote Address/Port for Context settings. This latter field also now accepts a regular expression for the address filters.
Added a checkbox to the Misc. Application and Session Settings section that allows organizations to disable folder views.
Added the ability to use Windows Authentication for SQL Server. This also provides the ability to override DB Connection settings using an overridden connection string (SQL Server Only).
Added Web Add-in Settings screen to the left-side navigation. Microsoft Azure app registration values are necessary here for the Web 365 plug-ins and synchronizer operation. Manifest generation functions are also provided here.
Reports
Added a new To-Do Query Report, which allows reports on all To-Do and/or File criteria. Enabled via a new security program named To-Do Query Report (Web).
Changes to the File Query Report include:
Added Primary Subtotal and Secondary Subtotal fields. Report results can be grouped by Primary Subtotal Field. Options for each field include:
Admin Value
Cost Center
File Type
File Manager 1, 2, and 3 (separate fields)
Keyword
Location
Type/Category 1, 2, and 3 (separate fields)
Added a File Related People checkbox to the Report Format section. If selected, all related parties are listed in the report results. If a party is related multiple times, only the first alphabetically displays.
Added Outcomes as a report display field option.
Added the following filters, which can also be returned on search results:
Witnesses Allowed
Use Last Treatment Date
Deduct Exp Before Fee Calc
Created By
Date/Time Created and Date/Time Modified
Changes to the Custom Window Query Report include:
Added the ability to filter and report on Embedded Custom Windows, as well as including All or None of Embedded Custom Window data on parent Custom Window reports.
Added the ability to display subtotals when reporting on file-based custom windows. Subtotals options include selecting File Details fields and number or money Custom Window fields.
Checkbox filters in the Report Format section are now retained in saved searches.
City Pick type report results now display full city, state, and ZIP info.
Changes to the Expense Query Report include:
Added new report fields: Received Date, Due Date, Approved, Approved Date, Paid, Paid Date.
Added accounting for subtotals for records that have no file reference.
Added the option to display subtotals in the tabular format.
Changes to the File Summary Report include:
Added a menu to the left side of the report; works similarly to the menu on the File Detail page.
Added the following reports to the Management Dashboard:
In Open File Quick Stats – Open Files per File Manager 2, Open Files per File Manager 3, Open Files per Admin Value, Open Files per Keyword, Open Files per Assigned User with Role, Open Files per Type/Category 1 with File Manager 1, and Open Files per Type/Category 2 with File Manager 1.
In User/Team Quick Stats – Added Total Activity/Time for User (Last 30 Days), reflecting activity captured in the File Activity Timer.
Charts display updated with new graphics.
Added the option to display subtotals in the File Query Report, Time Query Report, Expense Query Report, and Custom Window Query Report in the tabular format. Allows for Primary Subtotal Field, Secondary Subtotal Field, and Group By Primary Field options. See prior entry in this section for details.
Added the Deceased field to the Name Card Query Report.
Added Created By and Modified By to File Related Person Query criteria search, report results, information page, and hot print.
Added To-Do and Time Slips to Contact Type options for the File Communication Aging Report.
The Document Query and the Document Text Query Report can now search documents locked by a User.
Fields hidden by Custom Prompts no longer appear in report criteria or results pages.
Regrouped fields on report criteria pages to make it clearer what they affect.
Name Cards
Changes to the Name Card Detail window include:
Added the Default Role field, which can automatically populate when the Name Card is associated with a file. Users will be prompted to confirm if they want the selected Name Card’s default Role to overwrite the currently chosen Role, if a File Related Person Role already exists.
The new Word Envelope Wizard launches from the Envelope Detail Window. See the entry in the LFMSOClientTools (Plug-Ins) section for more details.
Phones extension field (Ext.) now allows up to 10 characters.
When relating a Company Name Card with a Person Name Card, Users can now select which addresses and phone numbers to associate.
Added the Preferred Pronoun field, a pick list option which can be enabled/hidden in Custom Prompt Management. Also requires access to the new security program named Pronoun Pick.
Changes to the Name Card Advanced Search window include:
Added Title, DBA, Address, and Phone as column options to be selected via Heading Format. Address and Phone results display the primary address and phone records.
Added Nickname, Gender, Marital Status, and Ethnicity as search field options.
Document Generation
Added a Purge Report Status setting (in Doc Generation Service Management), allowing Report Status records to be deleted after a set number of days after generation, including reports with no file reference.
Document Generation Tokens
New tokens include:
Calendar Place and Calendar Note.
Claim/Filing Note
Company DBA
First Name Last Name User tokens.
Name Multi List Custom Built tokens.
Statute Custom Built tokens.
Preferred Pronoun, a new field on Name Cards.
Instant File Related People tokens now auto-populate with data for active file-related people in SQL Server/Sybase environments.
Miscellaneous Fixes
Corrected issues with special characters in routed document names.
Fixed Multi Doc Move/Copy from updating the created information.
File Related Person tokens now only return active records.
The Company Client ID - FileRel Other token now works properly.
File Elig List tokens now pull the correct value.
Eligibility Detail summary amounts now update correctly when household info is changed.
Eligibility Detail no longer displays repeated Custom Window fields. Any Custom Window displaying this issue will be corrected upon the next save.
Fixed type-ahead for the Time Slip Detail For field.
Fixed issue where the user's email address did not properly display in the Assigned Users File Index view.
Fixed issue on the To-Do Advanced Search window so Users with access to a Private file can view To-Do’s assigned to other Users in that same Private file.
Work Flow Wizard’s Copy control now functions as expected.
Removed Work Flow Wizard dialog close “X” icons to force users to either cancel or finish the create process to prevent the creation of "orphaned" To-Do’s and Calendars.
Routing’s Reply To All no longer uses the logged-in User rather than the Sender.
On the Document Advanced Search window, searching by EXT with an empty search field will now return documents without extensions.
Invoice Wizard now includes Open File No. in the HTML export format.
On the Enterprise (optional module) Data Distributor, corrected issue transferring a To-Do item with a "Trigger Upon Completion" Work Flow enabled so that the proper Work Flow is copied, if necessary, and launched as a task in the new site.
Fixed issue with the User field populating when copying existing Time Slips and Expenses.
Recently Viewed and Recently Saved Documents now display correctly when searching in the Microsoft plug-ins.
Fixed issue with Query Reports and File Communication Aging Report using DEFAULT date criteria.
Note Hot Print feature properly displays new lines as expected.
Fixed issue on Time Slips where periods in ‘AM’ or ‘PM’ would not allow saving.
In Site Configuration, fixed issue with Calendar All Day settings not parsing for some locales.
File Menu Templates cannot be saved if any rows have blank Menu Text.
The User Preference ‘Use Web File Activity Timer’ is validated upon save. Validation happens based on the Site Configuration setting for ‘Disable Ability to Turn Off Activity Timer’.
Fixed issue with Custom Window Query Report when using Embedded Custom Window criteria with the ‘Only Matching’ radio button selected.
The ‘Action Item – Multiple Move/Copy’ security program now functions as expected for moving and copying selected Emails.
Fixed issue with Custom Window Query Report when using Embedded Custom Window criteria that included money, date, and dropdown fields.
Note Category type-ahead functionality on the Note Detail window is now working as expected.
Fixed issue with Master Calendar view to default to the current date instead of the first of the month.
Fixed issue with telephone number links that prevented those links from launching the designated application.
Added a tool tip on the Site Configuration Add-Ins tab for Supported Video Extensions that lists the default values if that field is left blank.
Date fields on Custom Window Query Report results now sort correctly when those headers are clicked.
Fixed issue on File Query Report when File Facts was checked.
Fixed the type-ahead for the Default Role field on Name Cards and the issue with null values for existing users’ Name Cards.
Fixed issue with Time Slips where the task being chosen would cause Time Slips to disappear from the search index.
Fixed issue when uploading attachments to Action items.
File Folder View now displays properly when clicking the ‘More’ link for additional options.
Manage My Day panes now refresh when adding new Action items from ‘Add New’ buttons on the page.
Fixed issue where the Default Role wasn’t being set properly when adding a Name Card as a File Related Person.
Fixed issue with LFWeb 365 User Preferences and saving emails in Outlook.
Fixed issue with scrollbar on the To-Do Folder View.
The Cancel icon on Sub-Budgeting is no longer automatically highlighted.
Fixed issue on Open File Wizard Template Detail where Finishing Steps were not being updated properly.
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