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Q1 2022: What’s new

sharedo on August 9, 2024

In the words of Donald Duck (or was it Porky Pig?) “That’s all folks”.

R7 is feature complete as of the end of March 2022 (R6.54) and we are entering into a period of stabilisation, UX optimisation and security testing with the aim of formally releasing R7 at the start of May.

The following enhancements have been included in the final release 7 scope.

  • Finance v2.0 – we have completely re-worked our finance system around a fully configurable chart of accounts and budgets model; giving you, we believe, the sort of configuration flexibility as far as finance work items are concerned that is usually only afforded by large ERP systems.
  • Page View Analytics – we are extending our event and audit model to track page views within sharedo enabling you to see what parts of your solution are being used, and indeed what aren’t.
  • Recent Items Menu – with this new menu provider you can now display a list of most accessed or recently visited work items.
  • Data Quality Rules for Document Templates – we are extending support for data quality rules to document templates; for complex documents this will allow you to clearly sign post to your end users what data is required and it’s overall completeness.
  • Electronic Signature delivery channel enhancements – we are extending support and configurability for different signature providers
  • Rich Text Editor Enhancements – to support increasingly complex in-house styles for emails we have made a number of enhancements to the rich text editor including the ability to lock down which custom styles are available to template authors or end users and the ability to restart numbering in the editor
  • Comments Widget Styling Updates and Configurability Enhancements – We’ve added some additional configuration settings to the comments widget to enable you to lock down Rich Text Editor features for certain personas such as B2C users together with some minor styling updates to this widget.
  • Template Publishing – Templates that you edit in sharedo (e.g. html emails) are now managed through a publishing workflow. This together with a global feature which determines whether draft templates can be generated within an environment enables you to better control which templates can be used for your dev or production environments.
  • Enhanced configurability for Information tooltips across the application – as people are creating more and more complex case applications so your end users need better in-app information. To assist with this you now have dedicated tooltip support both within the RTE and also portal widgets.
  • Advanced Configurability for Document Preparation Work Types – there is very little about a ShareDo application that you can’t change and we have now added a new layer of configurability to our document automation work types enabling you, should you so wish, to create completely new document automation processes.

These features are described briefly in the following sections. As always for more details please see the relevant help materials or contact customer success.

What’s coming?

The following items didn’t quite make the “cut” for release 7 and are now scheduled for release in our first incremental update to R7.

  • Time Codes enhanced configurability – enabling you to configure more sophisticate time classifications
  • Inactive Events – enabling workflows to be executed when a Matter or another work item goes “quiet”

Alongside these updates we are also aiming to release the first version of our new Visual Workflow modeller; a “sneak peek” screenshot of which is below:

Finance V2

Finance V2.0 contains extensive changes to our accounting module; at the core of which is a new case accounting structure. This case accounting structure is based upon a configurable Chart of Accounts. This structure acts as both a ledger into which transactions are posted; together with the basis for the maintenance of budgets.

Posting into this ledger are a number of finance transaction types including:

Payments – payments made to third parties
Invoices and Invoice Payments (Receipts) – Invoices for goods and services together with the payment of those
Adjustments – Adjustments of account transactions

These transaction types are then supported with functionality for Goods and Services items, Multi-currency, Offers and Units of Measure.

Finance V2.0 represents just over 14 months of work and contains extensive changes including:

Chart of Accounts

Within ShareDo you define a flexible chart of accounts structure that is composed of segments and values. Whilst there is a single chart of accounts defined for the entire solution this structure can be specialised for different work, matter types or even clients through matching rules.

Case Ledger

Whenever a financial transaction occurs in ShareDo it is posted into the case ledger. The balances can then be visualised in a variety of ways, both from an individual case or rolled up by business unit or client.

Budgets

Budgets can be configured and managed against the Chart of Accounts. You are free to create as many different budget types as you like; with common examples being Reserves, Awards, Settlements or Cost Budgets. Budgets were previously referred to as “Reserves” in finance V1.0 and unlike V1 you now have complete configurability of how these budgets are managed.

Account Adjustments

To support the adjustment of accounts in the case of posting corrections or integration with external finance systems we have introduced a new Finance Transaction type “Account Adjustments”.

Invoice Payments

We have re-worked our invoice payments system to both stream-line the UX and also enable more complex allocation of payments across different invoices.

Invoice Payment Plans

In Finance V2.0 we have introduced a new work type for the management of Invoice Payment plans. Payment plans enable you to consolidate one or more invoices under a single “plan” and then create, agree and monitor payment instalments.

For further details please refer to the new Finance Configuration Guide.

Page View Analytics and Audit Archiving

Want to know what parts of your beautifully designed ShareDo portals are being used by your users? Well you can now!

Within the Global Feature framework you will see two new features; Audit and Page Views.

Within the Audit feature you can configure a 2 stage archiving strategy.

Within the Page View feature you enable page view analytics together with their retention period.
Once enabled there are a number of new widgets available to support reporting on this data including
Which enables you to produce reports such as the following
This report widget has been pre-configured on both the Admin home page and the Work Type Modeller home pages by default although you are free via the portal modeller to create your own “Adoption Dashboards”.

New menu provider available “My work item interactions”….

A new menu provider is available to be dropped onto your global top navs
This allows you to display the Top N most recent work items you’ve interacted with (within the last month). or N work items you’ve interacted the most with (within the last month). You can add it multiple times, for example to show the 5 most recent things I’ve looked at and the 5 things I’ve interacted with the most.

Key Dates Modeller UX Enhancements

Common feedback from our Modelling community was they found the existing Key Dates modeller hard to find and use; to address this it has been moved to a dedicated left hand nav on the Work Type Modeller page and been given a UX “spring clean”.

Comments Widget Enhancements

We’ve added some additional configuration settings to the comments widget to enable you to lock down Rich Text Editor features for certain personas such as B2C users.

The comments widget has also been given a minor re-style.

Rich Text Editor Enhancements

To support increasingly complex in-house styles for emails we have made a number of enhancements to the rich text editor including:

1. The ability to lock down which custom styles are available to template authors or end users; this allows you to restrict the custom styles that your end users will see.

2. The ability to restart numbering for number headings in the editor

Data Quality Rules for Document Templates

We have extended support for both data quality rules and matching rules to document templates; this together with the ability for you to fully configure your document assembly work types enables you to configure scenarios such as the following

  • Configure data quality rules to “sign post” your users if mandatory or recommended data in your documents has not been completed
  • Guard against document generation if mandatory data has not been completed.

Enabling this scenarios are a number of enhancements including

  • Ability to specify Matching Rule contexts for Document Templates, ODS Entities, Participants and Work Items – when specifying a context the relevant rules will be pre-filtered. You can now use the ‘Fields are populated’ function (Data Composer) on ODS entities and Document Templates too.
  • You can now add Data Quality rules to a document template. These appear on the Nav Bar on a Prep Doc, SMS or Email task. The template will also inherit any Data Quality rules from the ‘Activity Type’ (e.g. the Prepare Document work type).

  • Since advanced users are now creating many different matching rules we have also added a new Phase Guard “All Data Quality Rules”. This will enforce all (mandatory) Data Quality rules from the type, plus any for the relevant Document Template

  • We have enabled the ability to drag/drop the phase guards to re-order them; and hence affect the order in which phase guards are displayed to your users.

  • Finally, there are some smaller UI enhancements to the matching rule picker. This includes the ability to edit the matching rule on a blade, instead of having to go to the portal page and hence it is easier to create in-line rules.

Template Publishing

Templates that you edit in Sharedo (e.g. html emails) now the concept of a publishing status: draft and published. When migrating to this version all of your existing templates will be marked as published.

You can see the publishing status of templates from

  • The template list view:

  • And from the Template configuration blade via the DRAFT indicator and the “Publish” ribbon button

A new global feature “Template Versioning” is now available.
This enables you to specify for a specific environment whether draft templates will be used for template generation. We recommend turning this “off” for production environments.

Aspectisation of Prepare Document documents and Ability to Refresh your questionnaires

All “Prepare Document” work types support full configurability via the Aspect framework.

This will enable you, should you so wish, to completely change the Prepare Document experience or perhaps more simply add common data capture elements across all of your document types.

In addition we have added additional configuration setting to the main details panel which once enabled will allow for document participants and questionnaires to be edited post generation.

With the system then warning you if you document is out of date.

Electronic Signature delivery channel enhancements

We have removed all external software dependencies from our electronic signature delivery channel making interactions with providers such as DocuSign fully configurable within sharedo alone.

This is configured in the main E-Signature feature

And is supported by both delivery channel and a new Electronic Signature Document Expectation.

Enhanced configurability for Information tooltips across the application

As people are creating more and more complex case applications so your end users need better in-app information. To assist with this you now have dedicated tooltip support both within the RTE and also portal widgets.

Configure Tooltips on your portal widgets

Across all widget configuration panels you will now see and additional setting “Help Text”
Adding help text here will add an information icon to your widget chrome.

Configure tool tips within the RTE

You can now add a tooltip in the rich text editor. These are configured in-line with the RTE icon picker.
And will appear as a hover-over with the icon.

Bug fixes and minor enhancements

[84047] Matter (Case menu / edit key dates) – Typing text in the unit field for a reminder throws a binding error

[86151] [Modeller] Copy Aspect from Parent not working

[90042] Dispute matter (proceedings / drafting plan widget) – The multi – witness citation documents are not displayed after generation

[90984] Appointments: Option Set Striping not being honoured

[91425] Organisation search retrieves no data after a new deployment to demo1 and disputes have taken place

[91860] [Modeller] Matching Rules – Rule page doesn’t show correct logo

[92236] [Prep Doc] Action plan blade closes on generate when there are unchecked items

[93428] Dispute matters : The claimant role is repeated in the participants widget

[93609] [Tasks] – When the due date of a task is updated, any reminders should also be updated to reflect the new due date.

[94743] Matter (related cases widget) – A ‘Failed to Add as related’ message is displayed unexpectedly

[95536] [Modeller] – Matching Rules: An error of ‘This Rule does not support configuration using this panel. The current configuration is: {}’ is displayed when adding an existing function

[95678] [Chronology] When creating a chronology POI there should be a message to tell you that you need to save to reveal the full set of fields

[95694] [Documents][Filing] – Doc Ex blade shows ‘no related documents’ when a document has been filed against it from the DMS

[95730] Pentest: Resolve multiple TLS issues

[95913] [Data quality rules] are ignored, where a compulsory role has not been yet fulfilled

[95940] [Import/Export] Excel Import Feature – JSON config not brought across with import export

[95973] [Public API] People – PUT method by people.externalReference throws a 500 internal server error

[95998] [Email Notification Templates] Cant delete them due to FK violation

[96005] [Calendar Widget] Config Panel – there should be a link to open the list view

[96014] [Calendar Widget] End User – Needs Drag and Drop

[96030] [Calendar Widget] If no filters are specified then the filter panel should not be shown

[96116] [Word Plugin] Template Authors can see all Content Blocks, even if they are flagged for Doc Authors only.

[96163] [Events] Comment events missing the comment in the payload + curration

[96262] [Chronology] When configuring a new chronology POI the default colour should be set

[96302] Matter (Emails / emails – inbox) – A 404 content not found is thrown when the option of ‘record time’ is activated – form (Sharedo.Core.Case.Forms.EditTask)

[96383] [Invoice Payments] Journey from Invoice -> Invoice Payment doesn’t bring across relevant data

[96414] [Core] Document Template Export – Incorrectly exports ‘Pack Source Rules’ for inactive sources

[96426] [Word Plugin] “Unable to load related content” when selecting Related Documents option.

[96445] Document Generation. Use of “Right” expression in a Calculated Field doesn’t work unless legacy “OpenXml Generation” option is enabled.

[96453] [Documents – iManage] – Conversation view settings on iManage Repository do not work when browsing sub-folders

[96477] [Allocation Rules]/[Matching Rules] – Task allocation doesn’t execute/fails rule and get assigned to the default team.

[96520] “The Given Key was not present in the dictionary” when generating certain documents to certain Participants

[96526] [Word Plug In] Unable to change a Section to use a different Display Rule.

[96539] Document Generation – Document is locked when open in Word Online, and user receives generic error.

[96556] [Word Plugin] List within a List does not hydrate when Tags created via the Plugin.

[96557] [Word Plugin] Unable to Resolve Date Format Tag in a List within a List

[96577] [Word Plugin] Provide a download link within document admin for the word plugin

[96589] [Portals] Make it easier to see where in the hierarchy portals have been defined

[96592] HTML Emails. Attachments don’t pull thru on Emails

[96594] HTML Emails. Differing colours for Header text and Heading number not respected in received email.

[96595] HTML Emails. Excess spacing before Borderless Table in Emails when viewed in Outlook.

[96596] [Calendar View] Shows key dates as overdue even when done

[96597] HTML Emails. Styles inherited from unknown style sheet

[96612] [Plan View] Update config automatically for task scheduling of key dates to set the tracking so they can be used effectively on plan views without the user understanding this functionality in depth

[96613] Document Generation. Unable to return any address data for a Participant on a child Proceedings container.

[96614] Links don’t work in information message widget

[96638] [Action Plan] Plan for case merges together dates and user names if too close together

[96654] Modeller (solution modeller/export configuration): A non-stop progress wheel displaying ‘loading config model’ is thrown when activating the refresh option

[96660] [SMS Templates] – About field does not auto-populate on SMS Details aspect

[96703] [Public API] [Chronology] Needs a GET method

[96704] In-line approval should support phase guards and mandatory comments

[96707] [Core] – Figure numbering incorrect when document is opened in Word

[96708] Updating key date sometimes doesn’t update linked phase

[96709] [Calendar Sync] Fails when an appointment is associated with a contract or has no parent

[96715] Update ShareDo Details aspect to use new text editor component

[96719] Error on Doc Generation when Task Group Widget is displayed on Home screen.

[96720] Matter (Fee structure versioning/new version): The date picker is not displayed fully as the top section is missing

[96721] Upgrade Prizm from v13.16 to v13.18

[96726] [ODS Search] searching on terms in the email address doesn’t bring back results

[96727] [Task Queues] Get Next is not allocating the task and needs to be widgetised

[96742] [Word Plugin] Advanced -> Insert Free Text Tag options are missing.

[96743] AML Global Feature – Hard coded to matter/proceeding scope – no way to configure against any other type (e.g., instruction)

[96744] [DMS] Flat DMS Page – Inconsistent behaviour

[96748] Multi Party Document Build. Can’t reference results of Document Questionnaire in a Calculated Field

[96753] [Search Scopes] Defensive coding required as some search scopes error when upgraded

[96754] [Key Facts] – widget missing ck-content class so custom styles may not get applied

[96778] [Doc Gen] – content blocks that have cyclic dependencies can cause stackoverflow

[96836] [Import Export[ Bulk Phase Change Actions failed to import explort

[96850] Consistent colon usage in field labels [use colons]

[96875] Diagnostic Log file doesn’t display

[96889] Matter (DMS /file/download) – An error of ‘A potentially dangerous Request.Path value was detected from the client (?)’ is displayed

[96906] [Payments] Not “storing” data correctly so it can be consumed by data composer – supplier and description

[96907] [Invoices] [Word Add-In] Cannot query the invoice data through the word add-in

[96908] [Fees] Fee Structure Section System Name isn’t unique – cant use data composer on document

[96909] [Fees] [Word Add-in] Word Add-IN doesnt support some newer data composer concepts

[96922] [SMS Templates] – core1-vnext body of the template doesn’t pull through to UI and throws an error

[96923] [List Views] Text filters are really hard to remove and icon seems wrong

[96924] Matter Wiki. Alignment goes awry when a heading style with numbering is selected before text is typed in.

[96941] [SMS Templates] SMS notification templates should be grouped with email notification templates, and renamed to just be “Notification Templates”

[96942] [SMS Templates] SMS sender name validation incorrect

[96944] [Document Authoring] – Unable to hide vehicle colour tag when using the <> NULL expression and the field in Sharedo is blank.

[96950] [Word Plugin] Home icon stopped working in Tag Browser

[96953] [Users] Deleted Users appear in membership and team counts

[96955] Pentest – possible exploitable JS callback in /security/refreshToken

[96956] Pentest – possible duplicate _asoAtUtc cookie being sent

[96958] Matter(Manage Participants): Clicking on the menu throws an unhandled error of ‘Object reference not set to an instance of an object

[96965] [Import/Export] Can document entries in the list of items to be exported be ordered alphanumerically and provide system name.

[96983] [Process Searches] When the search task’s primary owner is a team, the search does not complete

[96984] [Participants] Blade shows “No Actions” for a participants for a specific work type but does show actions on the portal blade

[96991] [Data Composer] Not able to access easily the transition reason codes and comments for the current phase

[97011] Expression Editor. The <> characters replaced by code if expression contains hard return.

[97019] [Admin] Remove Admin Menu option for Sharedo Types as we have now fully depreciated the Finance function that required us to have this option

[97025] [Event Archiving] Job is not seeded into environments

[97034] Document Generation. Tables. Add option to order entries by a value.

[97042] [Word Plugin] Changes applied to enable use with legacy MS Edge

[97045] [Word Plugin] Advanced -> Tags. System Name and Display Rule not cleared down after insert

[97067] [Page View Analytics] Add Edit Sharedo doesn’t make sense to “consumers” of this report rename

[97074] [Notifications] Data Context of Notification has “gone” causing all notification email templates to fail

[97076] [Finance] Chart of Accounts Configuration – (Matter / ‘invoice payment’) – Account codes list is empty due to applying a display rule

[97077] [Word Plugin] Word Content Blocks insert as Tags when logged in as Document Author

[97083] [Word Plugin] Unable to locate Ancestry and Parent Tags via Add-in Tag Browser

[97093] [Word Plugin] Lists don’t hydrate when generating documents on demo1

[97102] [Invoice Payment] Payment Date should default to now

[97104] [Invoice Payments] Security Trimming of unpaid invoices and sync rules

[97106] [Budget Phase] Associate this optionsets with phase plan

[97261] [Electronic Signature] – Execution Engine Error on Doc Ex Expiry

[97268] Plan view UX issues when phases too short to show

[97273] [Build Email] ToParticipantRoleSystemName is not honouring changes to role

[97280] Data loading results sometimes not correct until reopening blade

[97286] Add ability to search FormAspectAttributes to Advanced Search

[97299] [Modeller] [Key Dates] Order is treated as alpha rather than numeric

[97341] [Invoices] API needs to be atomic

[97356] [Service Portfolio Modeller[ Drag and drop throws and error

[97357] [Service Portfolio] Top Nav setting is not being adhered to in the menu provider

[97358] [Data Composer] Quality of Life – we should treat Key Dates as a specialcase as well as being in the children collection

[97359] [Data Composer] Environment section should support URLs e.g. Workbench etc so that it is easy to send an email and direct someone to their workbench

[97364] Enhancement – allow comment input to be placed at top of the widget instead of bottom

[97404] [Rich Text Editor] – Matter(comments) – The image of the selected icon is not displayed after being inserted into the comments field

[97406] [DMS] – Matter (image file / ‘resize image’): A non-stop progress wheel is thrown – 401 and 404 errors in dev tools

[97418] [Document Templates] Hard Delete leaves empty Tasks in the Worklist.

[97422] Matter (invoice / fees) – The payor participant is unlinked after the ‘save’ option is activated – An odd behaviour

[97436] Very small numbers in Excel cells don’t parse to decimals correctly

[97439] [Data Composer] Missing aspects for Payment Requests

[97454] [Word Plugin] Non -admin users should not be able to update Content Blocks from within the add-in.

[97459] [Word Plugin] Related Documents – Content Blocks are inserted as Tags

[97461] Payment Request Disbursement account code combinations not created during migration pipeline – Check migration key matching

[97487] [Word Plugin] Minor typo on warning message when Add-in loses connection.

[97489] [Work Type Modeller] When creating a derived type there should be an option to inherit sub feature config also

[97491] [Word Plugin] Related Documents. HTML Content Blocks incorrectly flagged as Word Content Blocks

[97504] [Appointments] Unable to set a reminder on an appointment

[97508] [Word Plugin] Error When Enabling “Show Updated blocks only” option.

[97534] Opening related documents or added related Sharedo’s should close child blades

[97542] Primary colour used on ribbon bars should be suitable for dark backgrounds

[97543] Lag colour in blade top corner is inconsistent with one in list view

[97544] [Audit] Automatic archiving and retention of audit records – Failing to Archive

[97597] Matter dispute(Create proceedings) – Duplication of controls in the menu bar and nav bars

[97663] [Aspects] Error when applying aspect changes to derived types

[97707] [Import/Export] – Multi party templates are not imported properly

[97730] [List View] [Notifications] – Can’t dismiss notifications from worklist

[97737] [Word Plugin] Tag Browser does not display if the document template contains a Document Calculated Field, aka a Doc Gen Query.

[97738] [Word Plugin] Tag Browser Participant Roles won’t load.

[97783] [Word Plugin] Filter function in Tag Browser no longer works

[97787] [Word Plugin] Content Blocks Not Listed / Can’t create new ones

[97815] [Word Plugin] Calculated Fields prefixed with a .

[97816] [Word Plugin] Calculated Field doesn’t hydrate on doc generation.

[97819] [Word Plugin] Calculated Fields don’t appear in Tag Browser

[97820] [Word Plugin] Browser Tags in Document section of Add-in appear in different order to those in Sharedo

[97823] [Word Plugin] Icon to update HTML Content Blocks doesn’t appear.

[97827] [Word Plugin] Tab Browser. Can’t format Date Tags

[97882] [UX] Fix styling of blade close buttons

[97894] [Tasks] Re-opening a task does not enable some fields

[97934] [Word Plugin] Can’t see Tags for the Roles on a Document Questionnaire Participant Picker

[97982] [Word Plugin] Repeating Sections. Unable to delete Content Controls

[98002] [Case Explorer] “Prefer view command” option not working for search results

Dev Blog Update – June 2022 R7

sharedo on June 30, 2022

Release 7 is available now

The last quarter has been focused on stabilisation and housekeeping in preparation for the upcoming major release -R7.

We’ve spent the month closing out the QA on the last few features, working through our defect and change request backlog to decide what’s in and what’s not, and we performed a new independent security test of the platform to ensure we’ve got that covered.

The other area of activity we’ve been focussing on since our last update is our new branding and alongside this, how we can better provide help and guidance to our customers. Many of you will have regular communications with us to ask for advice on configuring sharedo and we want to make this more accessible.

To achieve this, we’ve settled on a new knowledge base tool to help us communicate information on product configuration. In this tool we will publish videos, guides and tutorials on configuring sharedo and crucially, get feedback on this content. We’re well on the way to getting this content out there and will be communicating to you as soon as we have it ready.

That said, we’ve not been completely idle on the feature front, as there were some key ones we wanted to ensure made the R7 cut. The following features have been released as part of the final R7 feature set.

Features Depreciated in R7

We are depreciating the legacy ShareDo Autodoc word plugin as of 1st July 2022. Document template users should now be using the new word plugin which is available on the Office Store.

Features Released in Q2

Visual Workflow Designer

We were holding back on this while we proved out the use cases that could be achieved using our snippets style workflow editor; but now it is here. The ability to design ShareDo workflows on a visual canvas will be shipped with the R7 release. This feature adds a capability that many customers had been asking for, we hope you like it.
This feature is currently tagged as “beta” and whilst we are satisfied that it meets the minimum feature set required for modelling the most common workflow scenarios it is still someway off where we want it to be. In release 7.1 we will be adding additional functionality to this modeller together with aligning the two workflow canvasses in terms of their feature sets.

Work Item Merge

In many use cases, work items can be created under the wrong parent item or created accidentally. Previously the only option was to create new items and delete the items created in error. We heard your feedback that there is often captured data or history that is difficult to re-produce on new items. The work item merge feature handles this, doing what it says it does and merging two work-types before removing one.

Finance Payment Plans

Following the Finance V2 release last quarter, we are have begun the process of rolling out advanced features using the new model. The first of these is Invoice Payment Plans. The Payment Plans feature allows us to define multi-step schedules for collecting payments on an invoice. This includes events that confirm payments made on time, and those that are missed.

Enhanced 360 Degree Connections Configurability

When viewing a given person, organisation or user; or their related participant you will often see the “Connections” nav bar.

This is now configurable enabling your to specify different connection types in different circumstances

Inactivity Tracking

Within the global features you can now configure the concept of Inactivity

For a given work item you can specify:

  • For what period of time it should be considered to be inactive
  • Whether the concept of inactive should, for example, include the update of child items such as tasks

When a work item, such as a matter is “flagged” as being inactive by the system an event is raised and you can your own custom workflow logic onto this.

Finance Public API

Another addition to the Finance V2 feature set has been made available. The Public API allows organisations to integrate with the financial information being generated and stored by ShareDo. This can be used to maintain and enquire on the status of budgets, invoices or payment plans.

Word Plugin Enhancements

A set of enhancements to the Word Plugin has been delivered this quarter, responding to requests for the support of calculated fields, the ability to insert key dates as a list of items, date and currency formatting and many other user experience enhancements. We’ve also taken the opportunity to align the plugin with our new product branding.

Time Recording

We have extensively reworked the way in which you define the time codes that are captured against a given work item.

Within the Admin interface you will see a new section “Time” through which you can define:

  • Time Code Sets – these are the individual sets of codes that can be used for time classifications;
  • Time Classifications – these are groupings of time code sets;
  • Time Categories – within time categories you define the rules that determine which time classification should be shown for specific case or matter types

We have also taken the opportunity to enhance the UX for time capture together with a refresh of the public API operations, providing the opportunity for enhanced integration with ShareDo Time Recording.

People and Organisations data loaders

We have been expanding the list of Excel / CSV data loaders that we provide. These can be used to bulk upload lists of people or organisations into ShareDo using a template Excel format.

User synchronisation

ShareDo has had a feature for a while to synchronise users with your Azure Active Directory. This is achieved through AAD provisioning users using the SCIM protocol. We enhanced this feature so that it can set a default user type. This can then be used to drive the teams and permissions that users get when they are initially created.

What's coming in early Release 8?

Alongside this release we are also changing our overall release cadence; moving away from the 2 weekly release cycle to one based on feature sets. The first of these feature releases, is scheduled to be available in Autumn 2022. Within this the following features are planned

Documents

  • Data Composer – at the completion of the R7.1 release we are aiming to remove any need for legacy tag libraries; together with some performance improvements.
  • Document Assembly – Enable Configuration to specify whether locations are required for document templates
  • Document Template Admin – We will be introducing a new set of usage reports into the Document Admin portal
  • Document Templates – Enable users to favourite their own templates
  • Document Templates – enable users to preview a template and its description prior to opening it.

Word Plugin

  • Content Blocks – Enable Template and Document Author Content Blocks to be displayed and managed separately
  • Content Blocks – Introduce publishing workflow for content blocks
  • Document Author – Enable Easy Changing of a tag from the Document Browser
  • Document Author – Enable User to record time including stop watches from the Word Plugin
  • Template Author – New template author setting to enable the default boundary box setting

Finance

  • Budgets – Enable configurators to specify thresholds together with associated alerts
  • Time – Automatic recording of internal and time costs to better track case profitability
  • Time – New End User Management Views

List Views

  • List Views – Ability to configure multiple list views in a single widget and support List View Switching
  • List Views – Ability for End Users to Saved Queries

Modeller

  • Matching Rules – enhanced support for Business Rules Expressions
  • Optionsets – we will be replacing the current “codes” with system names to avoid import/export overwrites in some circumstances
  • Portal Modeller – Allow portal widgets to be targeted by work type category
  • Scorecards – New Modeller Screens
  • Modeller – Enhanced Navigation for Modeler
  • Modeller – new Home Page

Core Case

  • Participant Picker – we are rewriting this component to address various usability issues and make it more configurable
  • Reworking of the Radar widgets into a consistent set based on our list views
  • Work Items – Enable easy management of priority and make management by priority a default in all solutions

Admin

  • Enhanced Navigation for Admin Portal
  • New admin level screen to diagnose and fix permission related issues

Workflow

  • Workflow – New toolbox item to facilitate export of data to repositories
  • Workflow – Upgrade assistant for legacy smartplans
  • Workflow – UX Enhancements and additional toolbox items
  • Workflow – Enhanced Versioning of Workflows and handling of in-flight processes version management

Bugs fixed in R7

As you’d expect for a bug focussed quarter, there’s a few of them. We appreciate the context is difficult from just the title, if there is more information on any of the below items then do get in touch.

[97278] Matter (dispute/proceedings) – Excess key date entries can be created on save in the court timetable

[98034] [Allocation Rules] Error thrown when deleting an allocation rule for one example

[98035] [Allocation Rules] Should be sorted by name not system name

[83626] [Approvals Requested] – Blade does not display correct approvals

[98095] [Approvals] – Change of retract connection settings in modeller throws an unhandled error of ‘retraction transition not found’ when viewing the associated invoice

[99029] [Blade UX] Due date lag colour gets “stuck”

[97396] [Budget Phase Modeller] Roll-up segments not required

[97403] [Budget Phase Modeller] Warning required and cannot delete phases

[98195] [Budgets] Order of Categories / Codes is in the opposite order of of what is configured

[98964] [CASE KEY FACTS] – An error of ‘The insert statement conflicted with the foreign key constraint …’ is thrown on save

[98960] [chronology] – An ‘invalid date’ is displayed for the chronology records

[98114] [Comments] Drop down options are limited by the size of the comments field

[98216] [Connections] Organisation name containing ampersand displays incorrectly

[98747] [Data Composer] – Add missing document pack support

[96876] [DMS] Flat DMS Page – The hover-over tooltip does not work although the ‘show file location tooltip’ flag has been set to true

[98211] [Document Generation] Unable to select Participants as a Recipient to a letter

[98090] [Documents] Display Rule doesn’t respect List tags within Repeating Sections

[98931] [Documents] [Tag Browser] Missing address Tags from Selected Recipient

[97786] [Documents] Matter (Prepare document from a deleted template errors

[97610] [EE Plans – Plan Editor] Plan editor freezes and loses all changes

[95472] [EE] Resubmitting and errored plan when the stream is incorrectly configured is not recoverable

[98656] [Emails] Document Questionnaires. Form Builder “Required” flag is ignored by Phase guard

[97539] [Excel Uploads] Should present the user with the ability to download a sample from the blade

[97285] [Finance V2.0 Migration] Throws error when running migration utility

[97763] [Finance] – Matter (invoice list): The invoice amounts are shown as zero

[97433] [Finance] – Matter home page (financial summary and payment summary): The financial figures are not displayed

[99075] [Finance] – Payment Plans – Saving an Invoice Payment throws an error

[98553] [Finance] – Time Codes – The external reference is not updated

[98185] [Finance] [Chart of Accounts] Add segment value should allow you to search on the code and name when entering a parent in

[98183] [Finance] [Chart of Accounts] Segment Code screen not handling “long strings” gracefully

[98616] [Finance] [Import Export] Chart of Accounts import fails due to work type config (same issue with budgets)

[98455] [Finance] Data Composer Support (Budgets transaction amount formatting) – An object reference error is thrown

[95531] [Finance] Fees – Versioning / Check in: Unlinking an attachment throws an error of ‘The DELETE statement conflicted with the REFERENCE constraint “fk_relatedDocumentId’

[98993] [Finance][Fee structure versioning] – It is possible to submit a new version for matter actual fees without completing the check-in requirements

[97609] [Finance][Fee structure versioning] – New Instruction / change template – A ‘container element not found’ causes a non-stop progress wheel to be thrown

[95681] [Finance][Fee structure versioning] – When drag&drop more than one file an error of ‘A connection that was expected to be kept alive was closed by the server’ was thrown

[98905] [Finance][Fee Structure] – Creation of a new version after a change of template throws a non-stop progress wheel

[99040] [Finance][Invoice] – Matter invoices list view does not display the actual amount of an invoice

[98844] [Finance V2] – Enter New Matter Details Action Plan CTA is opening old world Finance menu

[98253] [My cases] – Changing Provider Ownership and Grouping config returns unexpected results

[96292] Chronology Card entry not being created on formbuilder field when chronology card set to true

[97985] [Import/Export] Errors on decision work type (FK_sharedoBulkPhaseTransitionActions_phaseSystemName)

[96448] [Import/Export] Exporting participant role aspects does not include matching rules

[99155] [ImportExport] Importing a work type with a null phase plan throws an error

[98886] [Instruction] – Submission: An error of ‘Invalid phase transition from ‘instruction-b2b-new’ to ‘instruction-b2b-new’.’ is thrown

[97582] [Invoices] Invoice widget is looking at the top level Invoice type config for its participant role config and not at the derived type [97824] [Invoices] List view amount column not showing amounts

[96863] [Invoices] Missing a journey of allocating an existing payment to an invoice from the invoice

[98048] [Legacy Work Type Features] Remove feature “Allows someone with the delegated approver.. “

[98056] [Legacy Work Type Features] Remove the “Allows access to Scorecard and Assessment features for this type”

[98031] [Matching Rules] Non standard matching rules control in use on allocation rules

[97302] [Menu Providers] Missing a command for Change Work Type + needs to be added to “seeded” menus

[97601] [Menus] Recent Items Menu – should be configured as part of the default menus

[98065] [Modeller] – Work type (key dates) – The attribute setting for the ‘prevent future dates’ is not honoured

[94853] [Modeller] Phase Plan Editor – does not check for instance of work items on child items

[96375] [Modeller][Service Portfolio Modeller] Mandatory field indicator does not remain when user completes fields

[98889] [Modeller][Work types] – Offer: Activating the open option throws a 404 contents not found error

[97604] [Multi-Currency] Currency code doesn’t look correct based on config

[97602] [Multi-Currency] Fees not picking up multi currency support

[97753] [Notifications] In settings, checkboxes can be shown under the wrong column heading

[98708] [Offers] – The value of the offer rational is not submitted to the database

[97020] [Page View Analytics] Split Page view out into a separate feature so we can limit display of widgets based on this

[98712] [Participant Role Modeller] – Inconsistent Roles – Unexpected Error message when trying to add multiple roles to a participant (and confusing config)

[96933] [Participants] – On a dispute Matter with multiple Claimants/Defendants the Matter title is ‘1st Claimant alphabetically vs 1st Defendant alphabetically’

[98283] [Party Types] Add quick search link does more than just add a link but stops search as well

[98575] [Payments] “Sequence contains no matching element” (PaymentDataEnricher)

[98605] [Phase Change] Transitioning a sharedo with phase guards/comment does not close blade

[98735] [Public API] – (Finance / POST Invoice) – The invoice amount is not displayed in the invoice blade

[98645] [Public API] – (Financial work types / POST / Invoice) – The transaction description is missing

[98643] [Public API] – (Financial work types / POST Invoice) – The transaction item type validation is case sensitive hence a 406 response is returned

[98644] [Public API] – (Financial work types / POST) – A 500 internal server error is returned – Object reference not set to an instance of an object

[98894] [Public API] (Finance / Invoice / Post) – The chronology records display an ‘Error in POI handler’ … invalid widget [NULL]

[98568] [Public API] (Time / POST method) – The returned Id cannot be found in the database, despite the new record gets created

[98550] [Public API] (Time / PUT method) – A response state of 200 is returned for a non-existing Id

[98552] [Public API] (Time / PUT method) – The external reference is not updated

[99004] [Public API] Team ownership query in work item search API doesn’t work

[98642] [Public API] Work item search should always respect AncestorIds config

[98902] [Public API][Organisation / GET] – The Get Method does not retrieve the bank details in the body of its response

[98842] [Public APIs] – chartOfAccountsCodeId is missing an ‘s’ at the end in Account Adjustments JSON

[98653] [Rich Text Editor] – Matter (Wiki) – The list of styles need a vertical scroll-bar

[98707] [Rich text editor] – Some of the styling options are not displayed within their container

[98849] [SMS] [Notifications] Mentions notification sent out via SMS contains HTML

[96194] [User Profile] Location Nav throws error when permission not present

[97294] [User Types] User Types cannot be deleted

[99074] [Visual Workflow] – Error on collection within for block in separate step

[98648] [Wiki Widget] – Identifier should be mandatory

[98714] [Documents]{Urgent] Participants selected from Doc Questionnaire return empty lines when using a Calculated Field to return a list.

[97954] Display Rule using Doc Questionnaire Participant Picker doesn’t work

[98180] Document Generating. Save and Close causes Document Questionnaires to be replicated.

[93883] Participant Locations: DX fields cleared down when an address lookup search is undertaken

[98598] Phase guard for delivery channels – wording isn’t clear to end users [98214] Syntax Error on Email Generation when using HTML Content Blocks

[96234] User unable to see the call to action for an email

[98092] [Word Plugin] Prepare Document Refresh function causes issues in docs with multiple repeating Sections

[98087] [Word Plugin] Tag Browser does not present the Tags relevant to the Context of the Repeating Section.

[97758] [Word Plugin] Content Blocks in ShareDo not presented within the Word Add-in

[96925] [Word Plugin] Issues logging into Word Add-in using DUO 2 step authentication

[98715] [Word Plugin] Tag Browser doesn’t display Document Tags within a Participant List within a Document Questionnaire.

[97035] [Work Type Change Rules] Needs to be updated to use the new budgets model

[97505] [Work Type Modeller] Feature page should hide features where parent is disabled

[99078] [Workflow] Execution engine processing role is crashing on environments upgraded to internal config server

[99020] [Workflow] It is not clear from the workflow list views what “style” of workflow you have (Visual/Script)

[99128] [Workflow] Plans may potentially not show in the new plan list view

[97598] Admin (Dashboard / work type – page views) – When the length of time changes the associated graphs do not seem to change

[97420] Admin (dashboard) – The ‘No reporting data available’ message is displayed unexpectedly for the worktype and workbench widgets

[98967] B2B Portal – ‘404 content not found’ error when accessing B2B Portal

[98921] EE plan list view provider – edit button disabled when in legacy EE mode.

[91433] Emails breaking reporting

[99036] Emails don’t get participants copied from parent (sync rules)

[90138] Execution Engine – Issue using the “create-sharedo” command and saving the Aspect

[96479] HTML Emails. Toolbar goes missing if scroll down body of email.

[96417] iManage Repistory – using a rootPath in the configuration causes problems in repo explorer and elsewhere

[94686] Inbound emails containing the ‘base’ tag can change the base URL and break subsequent AJAX calls

[99144] Maintenance plan is needed to clear up internal config service console logs

[96959] Matter (Fee structure widget): Non-stop progress wheel after submitting a new version

[97760] Matter (participants / defendant role) – The associated participant was duplicated so that one of them also had a missing role

[86342] Modeller(approvals model / new model) – A newly created model is not displayed for all document templates

[98558] Multi Party Document Generation – Sending out emails via delivery channel can cause conflicts due to concurrency

[98811] Payment Plans – Cancelled Invoice – repayments calculation and amounts still show the original 4000 due

[98815] Payment Plans – Change Payor on Invoice – Able to Unlink and add a new Payor

[98816] Payment Plans – Fixed Time Period – +1 year – Start Today – Unexpected Repayment calculation behaviour

Dev Blog Update – Q2 2021

sharedo on March 28, 2021

Release 6.35 is available now

It’s been a busy few months for the growing ShareDo product team with release 6.35 bringing us a raft of new features.

Modeller

  1. New Key Facts Widget – enabling WYSIWYG editing of dynamic content for portals
  2. Configure Chronology POI’s – you can now configure your own custom points of interest
  3. Portals now support master pages together with targeting multiple personas

Core Case

  1. Virtual Data Rooms – we have release our new VDR functionality as the most secure mechanism for sharing files with external parties. More info below.

User Management

  1. User Types – we have simplified the onboarding of users with more configurable user types
  2. Convert Person to a User – streamlining the process of onboarding portal users
  3. SCIM – We have added support for the SCIM 2.0 protocol enabling you to easily provision users from identity services such as Active Directory

Document Assembly

  1. There is a new document administration portal containing all document related functionality in a single focused experience
  2. Configuration of document templates has been simplified together with offering more advanced configuration features for template targeting and output storage
  3. We have introduced a new email template editor together with an optimised end user experience
These features are described briefly in the following sections. As always for more details please see the relevant help materials or contact customer success.

Virtual Data Rooms

ShareDo supports a number of different document sharing patterns with external parties including configurable document repositories or integration with tools such as iManage share. Virtual Data Rooms (VDRs) provide an additional mechanism that:

  1. Is secure by design – following the principle of least privilege
  2. Allows end users to create unlimited VDR’s with any case participants
  3. Can be managed as a separate entity within the system or else can be integrated with existing Matter or other work type portals.
  4. Upon upgrading to R6.36 you will see now find a dedicated work type for Virtual Data Rooms. Together with some example smartplans for the automatic provisioning of these for different circumstances.

Within our reference implementation we have configured VDRs as follows:

  1. When a client case handler is added to a matter/case a VDR is automatically provisioned with the correct permissions and parties
  2. Within the case handlers persona view the new VDR widget is configured to show rooms alongside your standard DMS repository.
  3. Case Handlers can then drag and drop documents directly to the VDR

From an external participants perspective

  1. They are notified when a new document is added to the VDR
  2. Depending upon your configuration requirements external parties can either access their VDR’s as part of the overall Case or Matter
  1. Or via a dedicated VDR portal.

Configuring Virtual Dataroom’s for the first time within your solution takes 1-2 days; as always please contact customer success for a better understanding of how best to configure these or to access our reference implementation.

User Impersonation

As we increase the sophistication of our external digital collaboration journeys; so we must increase the level of testing and verification that we apply to these. To assist in this process we have introduced user impersonation. If you are granted explicit permissions within the security module you are then given the ability to impersonate a given user.
Naturally this feature should be used with extreme care and is locked down by default. Alongside its use for testing external collaboration journeys our clients support teams are also using it to quickly understand users issues and provide support.

Configurable Chronology Points of Interest

Within the ShareDo modeller Chronology feature you will see an expanded set of options for Point of Interest (POI) configuration enabling you to:

  1. Configure all chronology POI
  2. Disable handlers
  3. Create private chronology POI so that some POI can be hidden from external parties (if the Chronology widget is present on their portals)
  4. Derive your own POI handlers enabling you to express Business Audit entries in your own language.

Manage User Types

ShareDo supports a highly configurable security and personalisation schemas for different user types. For a given user you can specify:

  1. Their security Access Control Lists
  2. Their persona (and hence associated portal views)
  3. Their identity provider (with different user types potentially having different identity providers)

Whilst these can all be managed independently all of these settings can now be applied via user types.

Within the Sharedo modeller there is a new entry for “Manage User Types” enabling you to define these.

Streamlining of User Onboarding

In conjunction with the user types enhancements we have also made the journey to convert a person into a user more streamlined. The business scenario where this becomes relevant is on matters where you have collected a third parties details and then wish to make them a portal user.

Subject to the new global permission of “ODS – People – Convert to User” a number action will appear on the participants menu.

Please note the actual provisioning of the user is controlled by a smartplan; this will most likely need to be adjusted for your specific identity management solution. For example if you manage identities in Active directory then you will need this workflow to create the user account within that system.

SCIM Support

SCIM stands for the System for Cross-domain Identity Management (see http://www.simplecloud.info/) with Sharedo now supporting the SCIM 2.0 protocol. This enables you to configure user provisioning and identity synchronisation with identity management applications such as Azure Active Directory.

SCIM configuration is performed under the SCIM Feature within the feature framework

Once configured the relevant SCIM API end points are available for you to use as part of your configuration of Identity Synchronisation as part of Azure Active director for example.

New Key Facts Widget

Within the Portal Modeller you will now find a new key facts widget. This widget provides a WYSIWYG design canvass for creating custom Data Composer driven portal widgets.

Document Admin Portal

In this release we have moved all document template related functionality out of the main Admin portal into its own dedicated portal. For clients that are using the default navigation configuration this will then be available within the launchpad menu for user with the new Admin – Document Assembly permission.

The new Portal is designed to assist clients who have a very large number of document templates in managing these; with all list views being configurable.

In this release there has been some significant reworking of the document template creation process. Most notably we have introduced the concept of Document Template types.

As part of this change you will also notice we have introduced a number of new template types for the production of emails and SMS’s based on the HTML Generator. The previous Email (markdown variations) and SMS template types have been renamed and marked as inactive. The default for Email and SMS are the based on the new rich text editor variation and use new document generators – HTML and HTML to Plaintext respectively.

Note: Unless the old template types are made active again, you can only create HTML templates for Email and SMS that edited within ShareDo.

As well as simplifying the Document Template screens we have also made a number of functional enhancements including:

  • Ability to specify browse and specify dynamic tags for document titles, filenames and storage locations:
  • Ability to specify tags as part of the storage of the document
  • Ability to specify display rules to enable dynamic display of templates for specific case types or phases.

New Email Template Editor

As mentioned above by default the older style of email templates using markdown will be made inactive by default although should you so wish you can still create emails of this type. Instead email templates are now authored using the in built ShareDo editor
  1. WYSIWYG editing of templates
  2. Full support for data composer tags including standard, image and link tags
  3. Repeating Sections
  4. Conditional Section

Email End User Experience

In this release there have been a number of enhancements to the end user experience for authoring emails including:

  • Hiding of secondary actions such as BCC, Receipts behind a separate menu
  • Subject and Body have been updated to use the new rich text editor component

Portal Editor – Target Multiple Personas

You are now able to target a portal definition at multiple personas.
When a portal is requested ShareDo scans the type hierarchy entirely first looking for a portal definition (either from modeller, or from manifest) that matches this type + persona. If it can’t find a persona one, then it scans again looking for non-persona versions. This means you can define a client portal at the “matter” level and because persona is now the first criteria, it will return say “core.matter.client” instead of “core.matter-some-specific-type-no-persona”.

Portal Editor – Master Page Support

For a given portal you are now able to specify a master page containing various widgets that will then be used across all portal pages.
A common use of this is to place common widgets such as page titles and the like within the master page in order to simplify your portal definitions.

Portal – Theme Enhancements

As we see more and more clients implementing multiple brands and cobranded portals within ShareDo we have added additional configuration support for

  1. Configuration of Favicon
  2. Specification of a different primary colour to be used on dark backgrounds in order to maintain your accessibility contrast ratios

List View Enhancements

Additional configuration options have been been added to list views including

  1. Ability to show related key dates as columns
  2. Ability to filter by custom attributes

Configurable Blade Save Behaviour

You can now configure whether blades will save automatically or not upon first creation. This is configured through the override operations feature on a work type.

Wiki Enhanced Support for Large Images

There has tremendous uptake in the use of our wiki functionality since it was introduced in V6.24. We have seen clients uploading considerable quantities of content within their work items including lots of very large images. Since large images can begin to limit page performance we have introduced 2 new features to assist in managing this.

Within the Rich Text Editor global feature configuration you can now specify the maximum size for images uploaded.

If a user inserts an image over this size they are directed to resize the image; alternatively this action can be kicked off manually if required.

Performance Enhancements

There have been a number of performance enhancements made across the application most notably in 3 areas

  1. Rendering of blades using complex aspect striping rules is considerably faster
  2. An initial set of performance improvements have been made to the import export tool although there are more of these to come in subsequent releases
  3. We have removed out reliance on SQL Server materialised views which is showing a ~ 20% performance improvement in certain areas of the application. Note: The impact of this change should only be noticeable to on-premise clients.

Security Enhancements

Following our latest round of pentesting 24 low and medium severity issues have been addressed. Further details are available on request.

Major Bug Enhancements

[84319]-Matter (Dispute) – Changing fee structure template throws a non-stop progress wheel

[84320]-Budget Breakdown not resetting after exceeding fee structure

[86043]-Fee Breakdown – Changing time period doesn’t refresh/clear previous time period data entered

[88899]-Matter dispute (claimant’s vehicle participant / registration) – The required field warning message is not hidden after entering a valid registration number

[89562]-Goods and Service – Rate Card Type hides code

[89731]-Option Set Striping: Court Type list on Proceedings does not honour jurisdiction matching rules for striping – escalated by WK needs to be in 6.25

[89756]-Modeller: Portal Designer – need to be able to see where portal is inherited from

[89779]-[Phase Guard 2] No audit event for data quality

[90430]-[Search Scopes] Admin Screens should have Save, Close and save and close buttons

[90960]-[Modeller] Work Type: Change Rules – Participant warning/error and process not working

[90983]-Change work type (children to change to each other in a specific phase) – The ‘change type’ option is not responsive

[90998]-Version Number: Not always pulling through to client environments

[91001]-Matching Rules: Option set endpoint bringing back inactive items

[91187]-[Drafting Widget] Its Ugly + Doesn’t show full details + Invalid Date

[91368]-ShareDo Role Permissions: Cannot be switched off once a vary by phase has been set

[91399]-Error when opening the Prep Doc blade

[91414]-Reporting – Permissions Report not available

[91439]-Formbuilder: Unable to progress matter if non visible mandatory field not set

[91494]-Modeller (work type / participant roles list) – The active column displays an active value for a roles, but the role is inactive

[91601]-Dispute matter (edit liability/chronology): Display issue with a long text

[92148]-New b2b instruction (Defendant General Claim) – An error of ‘Unable to resolve an approval model’ and a non-stop progress wheel are thrown when submitting a new instruction

[92284]-[Goods and Service] Manage goods and services cannot filter on item name

[92314]-Work Type still displaying when turned off in config

[92441]-[Admin] Feature: Competencies – Renaming Competency Type the name doesn’t persist

[92479]-[Modeller] Option Set – Striping: Error if adding Display Rule before list values are saved

[92514]-[Rich Text Editor] Table editing isn’t great

[92521]-Dispute Matter (Liability widget) – The liability positions are not displayed

[92668]-Emails can be sent unparented

[92905]-Formbuilder Document Questionnaire name in document file name – railed to tokenise error message

[92911]-[Multi Party Docs][4633]Questionnaire participant pickers do not work on a multi party document

[92957]-[4520][Email from Action Plan] When creating an email from a call to action

[92970]-[PI Valuation] PI Valuation guidance should not have a total

[93289]-Timezone Aspect breaks the instruction blade

[93339]-Documents admin (Document Templates list) – The ‘Applies to’ column is missing

[93351]- Offer details aspect sub type does not honour striping

[93352]-Limited view of Email Templates

[93394]-Some email scroll bars do not work when accessed through the chronology

[93421]-Appointment – timezone is required, however you should already know this based on the Jurisdiction of the matter

[93457]-Legacy tags are no longer working in email templates

[93471]-Appointment Sub Type – not picking up items in hierarchical list

[93487]-Matter (notification email task) – A non-stop progress wheel is thrown when trying to open the associated blade

[93510]-New Key Dates Widget doesn’t convert date to time zone

[93542]-Incident Start Date appearing twice when key date not set to allow multiples

[93645]-Key Dates duplicating – Dates on key dates changing by one day

[94387]-[Offers] Aspect Configuration – Not possible to configure the offer rationale’s label

[94396]-Attaching related doc does not unlock the UI

[94511]-Html Generation – html encoding of data-if attributes was not being handled correctly

[94523]-Phase change comments – should be plain text and remove 250 character limitation

[94525]-Appointment’s default end date is not displayed as blank although the ‘default end date’ flag has been set to false

[94598]-Email Document Delivery – valid files for bundling guard doesn’t work when repository provider is iManage

[94615]-Form Builder Optionset Picker validation firing when field is non mandatory

[94626]-Matter (Documents) – Bundle generation fails – PDF conversion failed error

[94627]-[Document Bundling] – can’t add tag libraries to document separator templates

[94629]-[Document Bundling] – Document Bundle should only show bundle separator templates in the dropdowns

[94652]-Bundle Generation – unable to use context data composer tags in document separator templates

[94653]-AddEditShareDo blade is leaking event subscriptions.

[94673]-[Document] Prepare email not working on matter key facts blade

[94801]-Matter (participant) – Add new location does not display the find address widget

[94836]-Document admin (document templates / email templates) – A 400 or an insert related error is thrown with a non-stop progress wheel if the config is not reloaded/refreshed after a template change

[94845]-Email Arching needs a few more settings and a patch to HCPC’s version