Recent updates
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CLM Spring Release 2021
Updated on Apr 08, 2021ArticleThe ReviewAI app integrated into Onit CLM gives businesses the AI-powered insights they need to optimize their contractual negotiations. This enables businesses to:
- Consistently negotiate the best possible terms and outcomes
- Reduce time spent manually authoring and reviewing lengthy contracts
- Avoid repeating mistakes due to reusing language from suboptimal contracts
- Insure compliance, even for third-party contracts
- Benefit from contract best practices across the organization
- Speed up the negotiation process by providing the right insights at the right time
Release Notes / CLM Release Notes / CLM Release Notes
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Configuring a DocuSign Integration
Updated on Apr 08, 2021ArticleOnit accepts an integration with DocuSign, allowing the system to send out documents associated to Onit transactions for signature.
The configuration of this integration takes a bit of work to set up and includes a lot of little steps along the way. You'll need to use a template app, provided by Onit, to build out this integration. But in order to customize its signature workflow and integrate it into your use case, you'll need to understand the components and moving pieces that make this integration work.
We'll start this tutorial by overviewing the general anatomy of a DocuSign integration and reviewing the required DocuSign Credentials you'll need before we jump into how to customize the configuration for your use case.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Integrations
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Release Notes - April 2021
Updated on Apr 06, 2021Article- The Debugger now has an indicator in the header indicating whether the needed connection to the logging service is present, and a "Test Connection" button.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Release Notes - March 2021
Updated on Apr 02, 2021Article- Various chart widgets (gauge, bar, line, and series)can all now be configured with a Data View, not just a Filter.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Status vs. Phase?
Updated on Mar 26, 2021ArticleWhat is the difference between a Record's Status and a Record's Phase?
Developer Tutorials and Materials / Apptitude Developer Tutorials / Working with Records
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How to Create a Record via Email
Updated on Mar 22, 2021ArticleDid you know Onit Apps can directly receive emails? When you assign an App Email Address, your Onit App will create a new Record based off of incoming emails.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Building Workflow
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Release Notes - February 2021
Updated on Mar 17, 2021Article- The "Used In" section for an Action now expands to include Run Action on Transactions.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Archiving an Inactive Timekeeper
Updated on Mar 16, 2021Article1. Select Master Settings from the Client dropdown menu.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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BillingPoint Release Notes - March 2021
Updated on Mar 15, 2021Article- Vendors are able to create a new user through their BP account and send a registration email without error.
- Spot rates now correctly update on the BAR when the user changes the invoice/Matter currency.
Release Notes / ELM and BillingPoint Release Notes / BillingPoint Release Notes
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ELM Release Notes - March 2021
Updated on Mar 15, 2021Article- When a client attempts to change the matter currency on the Matter screen, the following message will display:
- “Please fill out the support ticket to request that the new matter currency be applied to all pending invoices on this matter. Note that the invoice currency will only be changed if the associated invoices does not have Paid status. [support ticket link].”
Release Notes / ELM and BillingPoint Release Notes / ELM Release Notes
- When a client attempts to change the matter currency on the Matter screen, the following message will display: