Dev Blog Update – June 2022 R7

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

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