Recent updates
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Configuring the ONIT Outlook Add-In 2.1
Updated onArticleGo to Administration. You should see a node labeled “Extensions”.
Developer Tutorials and Materials App Builder Developer Tutorials Integrations
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Using the ONIT Outlook Add-In 2.1
Updated onArticleWhen first opening the add-in, it will appear on the right side of the screen with a login prompt as shown below.
End User Guides Guides to Using Onit Quick Reference Materials
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Summer Release 2023 (Part 2)
Updated onArticleWe are excited to release value driven Spend Suite features and enhancements voiced by our customers through product beta or product requests. The Spend Suite Template will be available to all reporting customers after our summer release which is scheduled for Oct 7th.
- Detailed enhancements and new features of Spend Suite are as follows:
- Matter Search:
- Introducing Matter Search feature across the Template, allowing users to easily search for a Matter within the dashboard based on Matter Name or Matter Number.
- Introducing New Filters:
- Country
- Invoice Status
- Area of Law
- Matter Type
- Multi-Select Date Filters :
- Users can now multi-select Years, Quarters, and Months for the last 5 years, providing flexibility in analyzing year over year data.
- Date Filters can now cascade down e.g. If user selects Q1 from Quarter filter, Months filter will only display months of Q1.
- Separated KPIs for Discounts and Adjustments for focused performance tracking.
- Enhanced ‘View Invoices’ Drill-Down Feature:
- Introducing 'View Invoices' drill-down feature accessible through all the visualizations within Spend Suite, enabling a deeper analysis of spend data.
- Spend Over Time Comparison :
- Switch to Monthly, Quarterly, Yearly, and Rolling 12-Month view of the spend data within the same visualization for different time series analysis.
- Interactive Color Legends:
- Implementation of clickable color legends for easy filtering based on Invoice Status and Reviewer Status across Spend By charts and Vendor/Matter Hierarchy.
- Spend By - ‘Reviewer’ :
- Presenting Spend By 'Reviewer' functionality, showcasing metric breakdowns based on Reviewer Status.
- Enhanced features for Spend By - UTBMS Code Set :
- Task Search functionality allowing users to search for a Task based on Task Code or Task Description.
- Users can now navigate to the Line-Item Grid by clicking on 'View Invoice Line Items' after clicking on Spend bars for various Code Sets
- Addition of ‘Staff Classification’ column to Invoice Line-Item Grids and Exports
- Inclusion of Errors and Warnings aggregation buttons with the ability to drill down to detailed Invoice Grid View allowing users to take corrective actions.
- Enhanced Invoice and Line-Item Grid Exports:
- Improved exports for further data analysis.
- Rows are no longer grouped allowing users to use the exports without any further manipulation of export files.
- Budget Analytics Report:
- Ability to efficiently track yearly, quarterly, monthly and life of matter Budgeting both at the Vendor level as well as Vendor/Matter level.
- Flexibility to export the Budget Details Grid
- Note that Onit’s standard Budgets App needs to be configured within ELM for Budget Analytics to reflect in Spend Suite
- Disputed and Voided Invoices have been excluded from all Spend calculations.
- Onit Security has been applied to the Spend Suite Template. This will allow users to only view invoices/matters through Spend Suite Template that they have access to within Onit applications. (Please reach out to support to turn it on).
- Matter Search:
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
- Detailed enhancements and new features of Spend Suite are as follows:
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OnitX Legal Holds Management 3.3 Release Notes
Updated onArticleAs part of the Legal Holds Management 3.3 release, we have introduced some key features to allow more flexibility within the Legal Hold Creation, Approval, and Survey Creation workflows.
Release Notes Legal Hold Release Notes Legal Hold Release Notes
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OnitX CLM Summer Release 2023
Updated onArticleLeverage Word formatting on a table
You are now able to apply formatting to a table inserted into a template using the table design functionality built into Word.
Release Notes CLM Release Notes CLM Release Notes
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Catalyst FAQs
Updated onArticleCatalyst for Contracts End User Guides Catalyst AI Support Catalyst AI Support
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Catalyst Reset Password
Updated onArticleCatalyst for Contracts End User Guides Catalyst AI Support Catalyst AI Support
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Terms Dictionary
Updated onArticleCatalyst for Contracts End User Guides Catalyst AI Support Catalyst AI Support
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Creating a Support Ticket
Updated onArticleWelcome to the Precedent Family! Sometimes we need help with our new toys, and Precedent is here to help. Here is what the Support Portal will look like.
Catalyst for Contracts End User Guides Catalyst AI Support Catalyst AI Support
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A Contextual Guide to Accessing Variables from Different Business Rules
Updated onArticleWhen it comes to Onit app building, context is king! The Liquid syntax required to access any particular Onit object may change based on location in which it is used. For example, to access a Record’s Field value, the Liquid syntax within a Condition would be different if it lives in a Transaction Created versus a Participant Added Business Rule. Always keep context in mind when constructing your Liquid.
In this tutorial, we’ll provide a contextually-focused breakdown of all Business Rules, explaining which objects each Rule has access to and the specific syntax that you should use.
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials