Recent updates
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An Explanation of Fields in Onit
Updated onArticleAllows a user to attach a file to the transaction. Tag: - A name or identifier for this attached file. You can use this tag to make attachments in one app show up as related documents in another.
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials
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Creating Dynamic Filters for BelongsTo Fields
Updated onArticleBelongsTo fields allow you to set up a relation between a Record and some parent Record. There may be cases where you want to filter which parents are available to put in place for a child, and base that filter on data in the child Record. In this tutorial we'll show you how to do that.
Developer Tutorials and Materials App Builder Developer Tutorials Working with Fields
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OnitX CLM Spring Release 2024
Updated onArticleThe OnitX CLM Spring Release for 2024 includes updated Catalyst AI-enabled integration and updates to table functionality in our OnitX CLM Word Add-In.
Release Notes CLM Release Notes CLM Release Notes
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Release Notes - May 2024 Minor Release
Updated onArticleKeyboard focus for dialog dismissal for better accessibility
Release Notes App Builder Release Notes App Builder Release Notes
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How to Create a Phase Metrics Provider
Updated onArticlePhase Metrics Provider is designed to make it easy to track the phases of a record within Onit.
Developer Tutorials and Materials App Builder Developer Tutorials Building Workflow
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How-to Guide: Budget Collaboration via BillingPoint
Updated onArticleOnit’s new Budget feature provides an efficient, collaborative way to request and review matter budgets – both internal and external – within the BillingPoint platform. In this how-to guide, you’ll get a step-by-step overview of how to work with the Budget feature within Onit’s ELM platform. NOTE: This feature requires an Onit services engagement; please contact your Account Manager if you are interested in setting up the new budget feature.
End User Guides ELM End User Guides Budgeting
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Configuring Global Search
Updated onArticleOnit Administrations have the option to enable a global search in an Onit environment. Using keywords, phrases, and numbers, this search feature can be used to find: Records Comments Documents Emails Fields Apps In this tutorial we'll break down how searching works, and how administrators can customize its out-of-the-box settings. When searching, end-users will only see Records that they have the security clearance to access. For example, a user in the Accounting User Group will not be able to see any Records restricted to the Law Department User Group in their search results, even if the search terms match.
Developer Tutorials and Materials App Builder Developer Tutorials Administration
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How-to Guide: Onit Accruals Collaboration via BillingPoint
Updated onArticleOnit’s new Vendor Accrual Collaboration feature provides a more streamlined, collaborative, and user-friendly experience that seamlessly connects to BillingPoint. This guide provides a step-by-step overview of how to work with this accrual feature in Onit’s ELM platform. This feature requires an Onit services engagement; please connect with your Account Manager if you are interested in setting up the new accruals feature. NOTE: For documentation on the legacy ELM Standard Accrual Workflow, visit this link.
End User Guides ELM End User Guides Accruals
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Out of the Box ELM Accrual Workflow (Legacy)
Updated onArticleNote: Before reading further check if your environment has an automated accrual workflow. The steps below illustrate the manual Out of the Box Accrual workflow in ELM.
End User Guides ELM End User Guides Accruals
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Matters
Updated onArticleAssigned Matters Download Matter List Matter Level Timekeepers Submitting a Life of Matter Budget Requesting Additional Life of Matter Budget
End User Guides BillingPoint End User Guides Guides to Using BillingPoint