Recent updates
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ELM Release Notes -June 2022
Updated onArticle- When the user checks the Lawyer field for a timekeeper, then "Graduation Date" field is displayed
- Added Timekeeper Date of Last Increase to be available in Invoice Grid
- Tiered volume discounts are now recalculated on invoice resubmission
Release Notes / ELM and BillingPoint Release Notes / ELM Release Notes
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BillingPoint Release Notes - June 2022
Updated onArticle- Ability to make a copy of an invoice in any phase
- Weekly digest notification email now sent to firm invoice submitter(s) for invoices requiring action (draft, failed, & disputed invoices)
- Renamed Start and End Date on Billing Authorization to Open Date and Closed Date
- Ability to Export Client Billing Rules into Microsoft Excel file for client review
- New vendor-client account disable reason added - “Subscription Payment Past Due”
- InvoiceAI Enhancements for BillingPoint Rule Setup & Introducing Tags, Reporting Groups, and Label tables
Release Notes / ELM and BillingPoint Release Notes / BillingPoint Release Notes
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Weekly Invoice Digest Email
Updated onArticle1. Select Master Settings under the client dropdown.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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Release Notes - June 2022
Updated onArticle- When the checkbox for "Do not require login" is enabled in the Security section of Corporation Settings, a link to a transaction sent in an email becomes a permanent security issue. If the user forwards this email to someone else, then that other person can always automatically enter the system as that user.
To improve security in this area while still giving password users the convenience of not needing to authenticate, we now provide the ability to set an expiration time for these links. When you check the box, the time control is now shown. You can set a number of hours or days.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
- When the checkbox for "Do not require login" is enabled in the Security section of Corporation Settings, a link to a transaction sent in an email becomes a permanent security issue. If the user forwards this email to someone else, then that other person can always automatically enter the system as that user.
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Spring Release 2022
Updated onArticle- Data as a Service, DaaS, was introduced earlier as part of a beta program to several customers. Thanks to the feedback from these customers, we are excited to launch DaaS for all customers that includes features to:
- Provide a low overhead secured data gateway for clients to access their data within Onit’s data warehouse through DaaS using Open Data Protocols (Odata).
- Allows clients to unlock the value of that data for their own revenue growth and business predictability.
- Provide a modernized API driven approach to enable broad integration across products such as Power BI, Tableau and Excel.
- Provide a simple and uniform way to share data in a discoverable manner.
- Enable clients to integrate with their own data warehouses.
- Supports Open Authorization (OAuth 2.0) workflow for enhanced security.
- A client’s Datawarehouse (DW) can include all apps configured for reporting, billing point invoice data, and any non-app Onit data configured by Onit. Clients will receive a customized data dictionary and the ability to create new users for connection to DaaS.
- For more information about DaaS, refer to the Data as a Service Adoption Guide Click here
- The Cycle Time Dashboard best practice template can be implemented with the CLM Spring 2022 release.
Release Notes / Reporting and Analytics Release Notes / Reporting and Analytics Release Notes
- Data as a Service, DaaS, was introduced earlier as part of a beta program to several customers. Thanks to the feedback from these customers, we are excited to launch DaaS for all customers that includes features to:
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Release Notes - May 2022
Updated onArticle- The landing page for the Designer now has links to the app Wizard, and to various documentation articles.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Automating User Onboarding
Updated onArticleThis tutorial provides tips and best practices for automating various user actions (such as onboarding). While all of the actions described in this tutorial can be performed manually, there are obvious benefits to automating these tasks.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Administration
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CLM Spring Release 2022
Updated onArticleCLM Connect+ReviewAI Add-In users can now further customize templates with the Control Panel and Control Panel Properties. Users can access the Control Panel via the sidebar navigation tab or by clicking the button on the Document Details page. Once a field, clause, or segment has been added to a template, CLM users can edit the properties for each of these. To access the Control Panel Properties page for a given element, simply click the Control Panel, click on the respective tab (for example: “Clauses”), then click on the ”Edit Properties” button for the respective clause.
Release Notes / CLM Release Notes / CLM Release Notes
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AutomateNDA Overview Video
Updated onArticleA quick overview of AutomateNDA.
Precedent End User Guide / AutomateNDA Manual / AutomateNDA
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Summary Tab - More Info
Updated onArticleThe Summary tab is a visual dashboard that gives you an easy-to-digest summation of the data that has been extracted.
Precedent End User Guide / ExtractAI / How to Use ExtractAI