Recent updates
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Release Notes - January 2021
Updated onArticle- 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 App Builder Release Notes App Builder Release Notes
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What's an Onit App?
Updated onArticleIn 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 onArticleEnd User Guides Guides to Using Onit The Onit Environment
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CLM Fall Release 2020
Updated onArticle- 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 onArticleWhen 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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Configuring the Onit Word Add-in
Updated onArticle- How to Install Onit Connect
- Using search in Onit Connect
- Editing and Saving Documents
- Reconciliation
- Add Obligation
- Using the Clause Library
- Document Compare
- How to Associate an Existing Document with a new Record
- How to Create a New Record from the Add-in
- How to Create a New Document from the Add-in
Developer Tutorials and Materials CLM Developer Tutorials CLM
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Updating an Office Location
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 - December 2020
Updated onArticle- Apps have a new setting available, under "Appearance": Truncate Activity Logs. When this box is checked, comments on a transaction that run to more than three lines will be cut off, with a "Read More" link available to expand them. (And then a "Show less" link to collapse them again.)
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BillingPoint Release Notes - Dec. 2020
Updated onArticleNew LEDES Workflow has now officially replaced the Old LEDES Workflow
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes
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Release Notes - November 2020
Updated onArticle- You'll now be prompted for a confirmation when deleting an app that has no records, just the same as for one that does have some.
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