Recent updates
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Release Notes - July 2021
Updated on Jul 23, 2021Article- Anonymous launch previously could only be disabled at the corporation level: it was allowed or disallowed for all apps. Administrators can now control this at the app level. On the Settings page for an app, there's now a drop down menu to set Authentication Level. The options are:
- Restricted: this corresponds to the checkbox that was previously there for "Restrict Access", and has the same function.
- Authenticated: the default option for newly created apps, this gives the normal level of access to users who are logged in, but prevents anonymous portal launch.
- Anonymous: this allows anonymous launch.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
- Anonymous launch previously could only be disabled at the corporation level: it was allowed or disallowed for all apps. Administrators can now control this at the app level. On the Settings page for an app, there's now a drop down menu to set Authentication Level. The options are:
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Requesting Additional Life of Matter Budget
Updated on Jul 13, 2021ArticleThese instructions only apply to matters with a Life of Matter fee arrangement. If your client has a custom configured budgeting solution in Onit, the following does not apply.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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Submitting a Life of Matter Budget
Updated on Jul 13, 2021ArticleThese instructions only apply to matters with a Life of Matter fee arrangement. If your client has a custom configured budgeting solution in Onit, the following does not apply.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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Onit Actions Reference
Updated on Jul 08, 2021ArticleNote: See our Creating an Action tutorial to get started building actions.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Reference Materials
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Onit's New Look
Updated on Jul 08, 2021ArticleFor Clients: If you have any questions, please reach out to your dedicated Onit Account Manager or Customer Success Manager.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Working with Related Records
Updated on Jul 02, 2021ArticleIt is often helpful and necessary to relate two or more Records to each other. As explained in other tutorials -- Creating a Sibling Relationship and Creating a Parent-Child Relationship -- you can create both parent/child and sibling relationships in Onit.
In this tutorial, we will discuss various actions that Onit offers which take advantage of these relationships. Firing these Actions achieve all kinds of helpful solutions, such as:
- How to keep two different Records (in two different apps) in sync from a Phase-standpoint. For example, when Record A changes to Phase 2, change the Phase of related Record B.
- When a Record in one App closes, use this as a trigger to close a related Record in a different App.
- When an event occurs on Record A, use this as a trigger to create one or more Records in a related app.
- When an event occurs on Record A in App X, perform a lookup into App B for a Record that matches certain properties. If a match is found, relate Record A with the matching Record in App B. If no match is found, create a new Record in App B.
- And more…
Developer Tutorials and Materials / Apptitude Developer Tutorials / Working with Records
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Fixed Fee Invoicing
Updated on Jul 01, 2021Article1. To submit a Fixed Fee invoice, the matter should be set up with a Fixed Fee fee arrangement (for most clients). This is visible by going to the Billing Authorizations tab and clicking on the matter number. If the matter is not assigned as Fixed Fee, please contact your client directly to have this changed.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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Contact BillingPoint Support
Updated on Jun 25, 2021ArticleYou can open a support ticket directly in BillingPoint through the “contact support” link on invoice error messages or the “contact us” link at the bottom of every page. The link on your BillingPoint account is the preferred method as that will automatically provide us key details needed to assist you, however, tickets can also be submitted through the link below.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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Internationalization (Language Support)
Updated on Jun 22, 2021ArticleBefore continuing, a system admin must enable the Enable Translations beta feature.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Customizing the User Interface
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Using Tags to Hide/Show Fields
Updated on Jun 21, 2021ArticleTags can be used to automatically hide/show Fields based on the values of other Fields. They work similarly to Hidden Conditions, but if you have a long and/or complex list of hide/show rules, you’ll find Tags easier to work with.
As an example, an app may have five Fields that should display if a requester selects Compliance from an area_of_law Field. If a requester selects Disputes from area_of_law, however, an app may need to display a set of three different Fields. Instead of applying redundant hidden conditions to each of these Fields, Tags can quickly be applied to each Field; any Fields with a Compliance Tag would only show when Compliance was selected, and vice-versa for Disputes.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Working with Fields