Recent updates
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Installing Catalyst Review - Checklist
Updated onArticleInstallation instructions
Follow the steps below to get started.
Step 1 - Create an account.
Go to https://author.app to create an account.
Log in and accept the invite to your organisation.
Step 2 - Install the ReviewAI Word Addin.
1.
Open Word.
Go to the add-in store.
Click Insert > Add-ins > Get Add-ins
Catalyst for Contracts End User Guides Catalyst Review Catalyst Review
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ONIT Outlook Add-In 2.1 End User Guide
Updated onArticleWhen first opening the add-in, it will appear on the right side of the screen with a login prompt as shown below.
Developer Tutorials and Materials App Builder Developer Tutorials Integrations
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Integration Builder (Workato) Resource Guide
Updated onArticleFor an understanding of using Workato, Automation Pro I and Automotion Pro II from Workato are required before building using Integrations Builder.
Developer Tutorials and Materials Integration Builder Tutorials Guides
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Matter Suite Template
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Reporting
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Spring Release 2023 (Part 2)
Updated onArticleMatter Suite Template – Tableau
- We are pleased to announce that new ELM Matter Suite Template (Tableau) is being released as part of Spring release which is scheduled for production upgrade on June 3rd 2023.
- Note: Only client admins will be able to see this Matter Suite Template through Onit on the release date. Clients will need to email Onit Support if new dashboard needs to be available for any other non-admin groups.
- Matter Suite Template includes following features:
- Upgraded charts and time series comparisons with flexibility to run metrics based on different dimensions within single dashboard.
- Dynamically update KPIs based on year, quarter, and month selection.
- Enhanced the matter suite grids to show discount percentage.
- Open a matter or invoice in Onit, directly from the report.
- Single matter analytics view includes budget tracking yearly/quarterly/monthly or lifetime budget tracking. Note: Onit’s standard budgeting app needs to be configured within Onit ELM to reflect in the matter suite.
- Single matter analytics will also support different Vendor Fees Arrangements for users to visualize data per fees arrangement.
- Ability to View Spend by calendar year or fiscal year.
- Note: Fiscal year app must be configured within Onit ELM for the matter suite to return data based to client specific fiscal year, quarter and month.
- Flexibility to view year-to-date spend comparison between different periods or just view the 12 months rolling spend trend.
- Easily export user friendly grid reports within Matter Suite for further analysis.
Diversity Dashboard
- Onits new diversity dashboard has been further enhanced to include grid style Vendor Diversity metrics that can be easily exported by the user.
- Added support for custom staff classification within Diversity Dashboard.
- Please email Onit support to view this report within your Onit environment.
Matter Suite Template (Power BI)
- Matter Suite Template in Power BI is also available for all ELM reporting clients who wish to download the template and utilize it in their own Power BI environment. Client must have a DaaS connection to utilize this reporting template.
- Enhancements:
- Supports various Vendor Fee Arrangements within a single matter view.
- Enhanced the grid reporting to include Gross Fees and discount %. Rearranged the grids in a logical fashion.
- Support for fixed fee in single matter analytics.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
- We are pleased to announce that new ELM Matter Suite Template (Tableau) is being released as part of Spring release which is scheduled for production upgrade on June 3rd 2023.
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Conditionally Hiding a Field
Updated onArticleHidden Conditions can be used to dynamically show and hide an app’s Fields. This allows you to only display a Field to a user when it is relevant to do so.
For example, let’s say that you ask a user to choose a product_type from a dropdown list, and you provide the user with four possible options: Product A, Product B, Product C, and Other. If the user selects Other, you may then want to immediately display a Textarea Field to the user, so that he/she can type in a product name. In this example, you would create a Hidden Condition that essentially says, “Only show my Textarea Field if the user selects Other from product_type.”
Developer Tutorials and Materials App Builder Developer Tutorials Working with Fields
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OnitX Legal Holds Management 3.2 Release Notes
Updated onArticleAs part of the Legal Holds Management 3.2 release, we have introduced some key features to allow more customization within the Legal Hold Creation and Survey Creation workflows and have increased and improved the options available on the Legal Hold Dashboard.
Release Notes Legal Hold Release Notes Legal Hold Release Notes
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Forms Builder Best Practices
Updated onArticleThere are many good ways to build an app. Following the tips and tricks listed below will help take your app from good to great!
Visual Forms Builder Visual Forms Builder Getting Started
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Matter Suite Template Training
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Recordings
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Diversity Dashboard Overview
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Recordings