March 2023 Weekly Release Notes

Review weekly release notes for the month of March below. 

3/27/2023 – 3/31/2023

Documents page improvements, Vitals in Project Header, Ledes 1998B and Pre-Bill Released, Vinesign Email Update Released Everywhere, and Bug Fixes!

Documents

Documents paging and sorting behavior has been improved. Users should notice less lag when they navigate through Documents page results.

Docs

In the past, a user would have to be an Org Admin in order to rename a .vine file. This was inconsistent with other file renaming, and has been updated to allow non-admin users the ability to rename .vine files.

Vitals

Users can now view project tags and the first five vitals in the vitals bar in the project header. Learn more.

Billing

Invoice files conforming to the LEDES 1998B format can be generated individually or in bulk directly in Filevine. Learn more.

Filevine now includes a pre-bill workflow, including an invoice approver role and two invoice statuses between “Edit” and “Final.” Learn more.

Vinesign

A new HTML Email format has been released.

Bug Fixes

• FIXED: Ellipsis missing from Activity item drawer
• FIXED: Some customers reporting project collection sections not loading due to certain documents displaying.
• FIXED: Update hidden form through API wipes data 
• FIXED: Large MP4 file upload error

3/20/2023 – 3/24/2023

Better Tags Filtering on Activity and Bug Fixes!

Tag Filtering in Activity Feed

In the project activity section, filtering by multiple tags now searches using and instead of or. 

Bug Fixes

• FIXED: If the “deceased” option was selected and then deselected, the “deceased” badge was continuing to appear. This has been resolved.
• FIXED: Search Index was only showing Active Leads as contacts in Lead Docket.

3/13/2023 – 3/17/2023

Documents search improvements, Lead Docket updates, improved email templates in Vinesign, and bug fixes! 

Docs

The Documents filter for Title Contains are no longer case-sensitive. Both “Title Contains” and “Doc Contains” will support fuzzy matching in addition to finding exact matches on search terms entered.

Lead Docket

• File Upload: Now available as a field option for the Lead Docket to Filevine integration.
• Integer and Decimal custom field: Now available as a field option for the Lead Docket to Filevine integration.
• Lead Form Message Template: Message templates and merge codes can now be used for lead forms: {{LeadFormInvitation}} and {{LeadFormReminder}}.
• Enhanced Automation: New automation triggers on Change Status for Lead Form Sent, Vinesign Sent, Sent to Filevine.
• Permissions: Removed Implementer/Privileged Admin flag for auto convert opportunity to lead so it's always available for Lead Docket Admin.
• Improved Drag & Drop Visibility:.Update to the styling for Data Tables to add more visual hinting to where the dragged item will end up.

Vinesign

All Vinesign emails were updated to HTML format.

Bug Fixes

• FIXED: Certain firms' Report Fusions templates were not loading.
• FIXED: Outlook Plugin not working outside of US/Canada.
• FIXED: In the past, when downloading a larger file, the download would not show progress in the browser download bar. This has been resolved and progress will now display.
• FIXED: Previously, a copy of a file that was generated in the current location folder required a refresh to appear. This has been fixed.
• FIXED: The subtotal on the invoice PDF incorrectly treated all entries as if they were fully chargeable, no matter what, although the overall invoice total displayed correctly.
• FIXED: If the user belongs to multiple Orgs, the columns for "Original Total" and "Final Total" now show in the UI for the billing items report when the user has rate permissions.
• FIXED: Birthdate within  __days before today criteria was not working.
• FIXED: Project search in Sidebar not working for certain firms. 
• FIXED: Validation failure on adding related contacts 

3/6/23 – 3/10/23

Sidebar updates and bug fixes!

Sidebar 

We've added the ability to edit the title of an existing sidebar. Click the title from inside the sidebar to edit it.

We've improved the performance of the project search when creating a note or task in Sidebar to better handle users with many projects.

Bug Fixes

• FIXED: Beginning on March 6, the “final quantity” was missing from newly-created time entries (as seen in the billing items report); that’s been repaired, such that any new time entries will get a “final quantity.” 
• FIXED: When adding time details to a task, if the Billable box was unchecked, the Chargeable box remained checked; that’s not a valid state for a time entry; the UI has now been updated to preclude this situation

2/27/2023 – 3/3/2023

Documents improvements, tag troubleshooting assistance, Billing keyboard shortcuts, partner empowerment, performance improvements, and bug fixes! 

Documents

Documents Preview functionality has been updated to remember a user's selection after switching pages or logging out.

Tags

The reason that a tag merge fails is now included in the error message that shows in the UI, rather than being relegated to the console.

Billing

In the Timesheet flyout panel, two new keyboard shortcuts have been introduced

• Ctrl/Cmd + Enter = Save
• Ctrl/Cmd + Shift + Enter = Save and New

Partner Permissions

• Authorization for Partner User and Org Owner: Increase the speed to begin implementations/migrations and reduce the operational cost to FV ops to authorize Partner Users and Client Org Owners
• In-App Provisioner: when a partner is assigned, the users in the Partner's SSO will be granted a set of advanced permission so that they can begin implementation and migrations sooner. App Provisioner will be QA'd and finished towards the end of next week. But the code for authorizing a partner user is merged to master.
• When a client user is made Org Admin, the user will now be assigned a set of advanced permissions to reduce the reliance on FV Ops and decrease the time to begin implementations and migrations.
• Bulk assign/unassign Advanced Permissions added to Advanced Access Tab: A new toggle will be available for Org Admins who have advanced permissions to toggle on or off the advanced permissions for another user in the org. This is an enhancement to the work already done with the Advanced Access tab.

Lead Docket

• Refactored KPI report for quicker load times.
• A2P Updates to enable phone numbers to be created during messaging verification step.

Vinesign

Made page load speed improvements to documents and template list.

Bug Fixes 

• FIXED: Bug where files added to the upload list within a sharelink folder were replacing the existing files rather than adding to the list; they are no longer replacing existing files.
• FIXED: When a user creates an event in the project calendar and is not an attendee, the event will show up immediately, rather than requiring a refresh.
• FIXED: When editing a time code inline in the Timesheet, clicking into the field and then away no longer clears out the data that had been entered.
• FIXED: Lead Docket sub-statuses can now be deleted when no message, task templates or leads are associated.
• FIXED: Add/Remove Pages was removed from Production due to PDFTron release in latest update.