Recent updates
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Creating a Support Ticket
Updated onArticleWelcome to the Precedent Family! Sometimes we need help with our new toys, and Precedent is here to help. Here is what the Support Portal will look like.
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A Contextual Guide to Accessing Variables from Different Business Rules
Updated onArticleWhen it comes to Onit app building, context is king! The Liquid syntax required to access any particular Onit object may change based on location in which it is used. For example, to access a Record’s Field value, the Liquid syntax within a Condition would be different if it lives in a Transaction Created versus a Participant Added Business Rule. Always keep context in mind when constructing your Liquid.
In this tutorial, we’ll provide a contextually-focused breakdown of all Business Rules, explaining which objects each Rule has access to and the specific syntax that you should use.
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials
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Catalyst AI: Firewall Domains to Allow
Updated onArticleThe add-in can fail to load if you do not allow it past your firewall. These are the exceptions you need to make:
Catalyst for Contracts End User Guides Catalyst AI Support Catalyst AI Support
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ELM Release Notes - August 2023
Updated onArticle- Client/Vendor Budget Collaboration
- See additional details here - Vendor Budget Collaboration via BillingPoint
- See additional details here - Vendor Budget Collaboration via BillingPoint
- Invoice New View Updates
- Invoices with large number of line-items (500+) now properly load
- Moved line-item tax section positioning closer to applicable line-item on Invoice New View
- Line-item more/less toggle on Invoice New View now only shows for line-items with descriptions longer than 2 lines.
- Inform client users that the Invoice Old View will be deprecated, leaving only Invoice New View 3.0 redesign
- Instructions added on the Line-Item Comments to Vendor popup
- Log "send PDF" into invoice audit history
- Introduced Job Monitor to assist with monitoring Job Log and Daily Schedule runs and alert of issues
- Vendor BillingPoint account disabled reason can now be passed to ELM for client use
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
- Client/Vendor Budget Collaboration
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Catalyst: Microsoft Word Requirements
Updated onArticleOur software is compatible with the following desktop versions of Microsoft Word:
- Microsoft Word 2016 Professional Plus (Standard 2016 will not function)
- This was NOT released for Mac
- Microsoft Word 2019
- Office 2019 (desktop/stand alone option)
- Office 2019 Home/Student
- Office 2019 Home and Business
- Office 2019 Professional
- Office 2019 Professional Plus
- The most recent desktop version of Microsoft Word as part of Microsoft 365 (as of 2023).
- Microsoft 365 Apps for Business (desktop app)
- Microsoft 365 Business Standard (desktop app)
- Microsoft 365 Business Premium (desktop app)
Please note: Our software is NOT compatible with the online versions of Microsoft Word.
Keep in mind, it's important to regularly update your Microsoft software to ensure optimal compatibility. However, differences in features and functionality between versions may impact how our software interacts with Microsoft Word.
Catalyst for Contracts End User Guides Catalyst AI Support Catalyst AI Support
- Microsoft Word 2016 Professional Plus (Standard 2016 will not function)
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Document Failed to Process
Updated onArticle1. Is the document in Read-Only format?
Catalyst for Contracts End User Guides Catalyst AI Support Catalyst AI Support
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Working with Related Records
Updated onArticleIt 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 App Builder Developer Tutorials Working with Records
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Release Notes - July 2023
Updated onArticle- When creating a button group, only buttons that are not already in a group are shown in the drop-down list to prevent a button from being added to two button groups.
- App builders can now provide translations for Listcombos via the Translation functionality
- The Mapping Editor will now allow the ability compare date values in Mapping Editor filters,
- The Action menu now allows filtering to find specific Actions.
- In the "Used In" section on configuration forms, Business Rules will link directly to that usage.
- "HTML Panel" App Panels now have a "Hidden If" field.
- Admins can now bulk delete Corporation Users. If a user(s) cannot be deleted because they are on an atom then Admins will be given the option to download a list of atoms for all users that were not deleted.
- Onit Logs can now be retained for up to 3 years. The value can be set via the Logging page in Corporation Settings.
- "Save and Create New" button has been added as an option on the Create Related form.
- Blank operators are now supported in Raw Transaction Filters for date/time fields/
- A new checkbox was added to BelongsTo Fields: Min 3 Chars Before Search. When this is on, users must type-to-filter (at least 3 characters) before seeing any entries in the Field's drop down menu. The checkbox will be enabled by default for new apps.
Release Notes App Builder Release Notes App Builder Release Notes
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BillingPoint Release Notes - July 2023
Updated onArticle- Client/Vendor Budget Collaboration (Client must enable this feature)
- See additional details here - Vendor Budget Collaboration via BillingPoint
- Bulk Matter Level Timekeeper Upload
- Ability to download Matter Level Timekeeper template and upload for bulk submission
- Uploaded template will be checked for validation
- Uploaded timekeeper rates can be reviewed before submitting
- After upload, user is navigated to Billing Authorizations tab, the matters for which rates were upload are highlighted
- The Net Invoice Amount field is now available in liquid for billing rule use
- Pendo code has been updated to exclude vendor users
- New billing rule available to allow client to set limit on attachment file size
- Ability for client to add a bypass to the 'max timekeeper hours' based on timekeeper staff class
- New billing rule available to allow clients to limit the number of invoices accepted to a matter within a time-period
- Width of all BillingPoint pages has been expand to full screen and is dynamic
- Log "send PDF" into invoice audit history
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes
- Client/Vendor Budget Collaboration (Client must enable this feature)
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DaaS Architecture Guide
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation