Recent updates
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ELM Standard Reports Release Notes - January 2021
Updated on Jan 23, 2021Article- Update the character limit for data sent to the warehouse
- Update hours field on timekeepers
- Resolved inconsistent timekeeper rate columns coming from BillingPoint
- Styling updates to the savings reports
Release Notes / ELM Release Notes / ELM Standard Reports Release Notes
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Release Notes - January 2021
Updated on Jan 21, 2021Article- If your corporation allows access to records via email button links without needing a login, we no longer allow you to set the "CC:" field in Send Report or Send Notification Actions.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Homepages vs. Dashboards
Updated on Jan 21, 2021ArticleThe biggest difference between environment setup is based on whether or not a Suite is used in an environment’s configuration.
A Suite is a customized display of the most important information across your environment and contains Widgets, which are used to organize relevant data. You may have a Counter Widget that tallies the number of invoices pending your approval, for instance.
Your environment may or may not have been configured with a Suite. You can tell whether your environment has a Suite configured for it depending on whether you land on the Homepage or on a Dashboard page when you first enter your environment.
If you don’t have a Suite, you’ll be able to view and navigate to every App in your environment via the Homepage. Users in an environment with a Suite will alternatively make use of the widgets provided. (Both types of environments also provide Navigation Menus for navigating an environment. More on Navigation Menus later.)
End User Guides / Guides to Using Onit / The Onit Environment
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What's an Onit App?
Updated on Jan 21, 2021ArticleIn Onit, Apps are configured to contain Records. You may have a Matters App containing a Record for each matter your company needs to keep track of, for instance.
For some Apps, you'll likely be able to access a grid, called a Dashboard, containing information on all the Records you are allowed to view in that App. Find more on Dashboards in the Navigating Dashboards tutorial.
You can also access a Record's View Page, where you may be given permissions to edit, comment on and take action on a record. Find more on view pages in the Interacting with Records tutorial.
End User Guides / Guides to Using Onit / The Onit Environment
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Interacting with Records
Updated on Jan 21, 2021ArticleEnd User Guides / Guides to Using Onit / The Onit Environment
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Navigating Dashboards
Updated on Jan 21, 2021ArticleEnd User Guides / Guides to Using Onit / The Onit Environment
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CLM Fall Release 2020
Updated on Jan 21, 2021Article- Contract Hierarchy auto-builds when a new contract is created in CLM and/or whenever any of the data elements in the grid columns change.
- In Configuration Settings users can enable/disable the Template Approval Workflow (i.e, the OOTB workflow) and the Streamlined NDA Workflow.
- The Recurrence Types "None" and "Event Driven" have been added for Obligation Management.
- The following characters:
! @ # $ % ^ *( ) + = { } \ /< >, are no longer accepted in new template names.
Release Notes / CLM Release Notes / CLM Release Notes
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Viewing Comments on Rates
Updated on Jan 16, 2021ArticleWhen a client disputes a rate, they will normally attach a comment to indicate the reason for the dispute. Unread comments will show in red numbers on the BillingPoint menu bar and next to the disputed Record. Once a comment is read the number will change to black and disappear from the menu bar.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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API Reference
Updated on Jan 12, 2021ArticleRest API used in Integrations
Reference Materials / Apptitude API Documentation / API Reference and Examples
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Reporting Database Objects
Updated on Jan 08, 2021ArticleThis page is specific to database objects that are created in the warehouse when it is prepared for a client.
This content is intended for members of the reporting team as well as support and implemention teams.
Reference Materials / Reporting / Reporting