Onit Documentation

CLM Summer Release 2021

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• CLM users can now import an executed contract into a Record without manually entering information.
  Simply select Store Executed Contract from the Action Menu and Onit's AI will process the contract (.pdf or .docx) and store the appropriate information. Once AI processing is complete, the user can navigate to the Record and continue with contract workflow.
• CLM Users can now import a third party document into a Record via AI.
  Select Import 3rd Party Paper from the action menu and attach a .pdf or .docx document. Onit's AI will process the document and store appropriate information. Once AI processing is complete, the user can navigate to the Record and continue with contract workflow.

Emails and Links Liquid Examples

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Emails and Links

Approval Button: {{ 'Approve' | button_link : approve_url }}

Reject Button: {{ 'Reject' | button_link : reject_url }}

View Request Button: {{ 'View Request' | button_link : view_url }}

Add Buttons to Emails

{{ 'Onit' | button_link : 'http://onit.com' }}

Wizard / Widget link filters (Second Mover Form)

In emails You can also embed {{ 'button text' | wizard_link : atom }} in a notification, which will create an anchor link that will take the user directly to the launch form in edit mode without rendering the atom view. See also edit_form, which can be appended to the end of an atom URL and will render the atom in launch form view.

in addition to wizard_link there is wizard_url, e.g., {{ atom | wizard_url }} which will generate a URL instead of a link. The URL can then be used with button_link, e.g., 

{% assign my_url = atom | wizard_url %}{{ 'Press Me' | button_link : my_url }}

From a Suite. Use “widget_atom_link” (to render second mover) form or widget_atom_link_popup(render full atom view in popup form.) E.g., 

{{ 'Edit' | widget_atom_link: atom}}

 {{ task.name | widget_atom_link: task }}

Get Email Attachment IDs

This Liquid will get the attachment IDs of documents sent to a Record via email.

{% assign mail_id = atom.emails.last.id %}
{% for doc in documents %}
{% if doc.attachment_owner_id == mail_id %}
{{ doc.id }}
{% endif %}
{% endfor }

Project Emails

Approve email: {{email_address.account}}.approve@{{email_address.subdomain}}.app.onit.com

Reject email: {{email_address.account}}.reject@{{email_address.subdomain}}.app.onit.com

Non-Anonymous attachment download URL

The user must be logged into Onit to use this link, it is not anonymous. 

{% attachment_link generated_document %}

This provides a link to the content of an Attachment Field (in this example named generated_document).

You can also get a link to the attachment provided in a comment:

{% assign comment = comments.last %}{% comment_attachment_link %}

This will present a link that looks like the one in the comment feed, which can be clicked on for a download.

(Note: the assign statement here must use specifically comment, and other variables won't work.)

The attachment_link and comment_attachment_link tags each verify the recipient address of the email matches the email address of the user downloading the attachment. If the email is forwarded to another person, that person will not be able to download any attachment regardless of permissions in Onit.

This check does not apply to system admins.

Generate Anonymous Attachment Download URL

This Liquid will generate an anonymous URL that will let anyone download the contents of an attachment Field. Parameters: the field name, the expiration period. The expiration period is expressed in days. The default is 45 days. The parameter accepts a decimal: .5 for 12 hours, .001 for 86 seconds, etc. You can also say "never".

{% capture url %}
{% anonymous_attachment_url atom, [attachment_field_name], [expiration] %}
{% endcapture %}
<a href={{url}} download>Anonymous Download Link</a>

Launch App Form from Suite Widget

This Liquid creates a clickable link that will launch an App without navigating the user away from their dashboard. This only works in the context of a suite portal widget, not an atom portal widget.

{{ "click here" | widget_atom_launch: "App Name" }}

Parametrized Links (Anonymous Launch Page)

To create anonymous launch with included parameters, use the {% create_launch_url %} tag, along with subtags {% app %} and {% param %}. An example:

{% create_launch_url my_link %}
    {% app 'My App' %}
    {% param name = 'Test Atom' %}
    {% param requester_name = 'Alice' %}
    {% param checkbox = true %}
{% endcreate_launch_url %}

This example constructs a link which is stored in my_link. You can then use my_link in a hyperlink:

<a href = "{{my_link}}">Click Here</a>

Or a button link, as shown just above:

{{ 'Click Here' | button_link: my_link }}

Resubmitting a Disputed Client Timekeeper Rate After Updating Timekeeper Profile

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1. The billing contact for your firm will receive an email notification if a timekeeper rate is disputed by your client.

Building Approval Workflows

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Perhaps the most common use case for an Onit App is that of an approval process. Whether you’re building a basic approval workflow for expense reports or a super complex contract approval process, the core Onit building blocks that you’ll need (primarily Phases and Roles) all operate based on the same rules.

In this tutorial we’ll build a basic approval process from scratch. Once we’ve finished you’ll have a firm grasp on how to tackle approval processes of all shapes and sizes, from simple to complicated. Let’s get started!

Release Notes - July 2021

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• 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.

BillingPoint Release Notes - July 2021

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• The Close BAR button is now hidden on the Edit BAR page for matters with fee arrangements to prevent accidental closure.

ELM Release Notes - July 2021

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• Visual updates to the Invoice, Vendor and Matter App header widgets.

Working with Related Records

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Requesting Additional Life of Matter Budget

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These 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.

Submitting a Life of Matter Budget

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These 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.