Bug Fix: For Orgs with manual payment application, changing how a payment had been applied to invoice(s) did not “stick” in the UI or on the backend; this has been repaired
Predictive Analysis Model Training adjustments to improve accuracy.
Migrated API to .Net 6
New UI Launched
Lead Sources list page performance improvement
Bug Fix: Intake Dashboard showing generating for fee prediction model
Bug Fix: Substatuses dropping off list in Task Templates.
Bug Fix: Manage Import Stickyheader style fix.
New Callback processor now in all production instances.
New Timed Document services in all production instances (SQS)
Bug Fix: fix for filtering documents page by expired; it was previously showing signed and expired when filtered by expired only
Template replace (Originally built for fixing corrupt documents) (Template replace must match same number of pages of original template)
10/9/23 – 10/13/23
Attempting to register an individual phone number for A2P – whether manually or via automated processes – would error out; this has been addressed
Even if the org’s A2P registration is not fully complete in the Filevine database, it is again possible to generate a phone number from Advanced | Org Phone Numbers; moreover, a feature flag has been added so that we can easily disable this option in the future
In some situations, the timer started for a previously visited project, rather than the current and expected one; this has been fixed
Improved performance for the Get Org Billing Items query via the public API, specifically with the unsynced parameter set to true; this should help with some timeouts that have been seen
In some circumstances, the Advanced | Billing | Invoices tab would incorrectly show no results after performing a bulk action; this has been tidied
10/2/23 – 10/6/23
A new report—the Project Funds Entries report—is now available!
The Reference field for project funds now allows up to 256 characters
In the Billing Items Report, if you used the “between” dates criterion, sometimes the result set was smaller than it should have been; this has been fixed
In the project billing section, Settings tab, the rate schedule dropdown options are now alphabetized and no longer contribute to entropy in the universe
Clicking on a folder in projects now correctly displays its subfolders, resolving the issue where the root folder view in certain projects was persisting.
Guest users within projects were previously unable to view custom sections containing AIFields; this has been resolved.
Bug Fix: Dots in content lines were giving document errors when creating field names. (Dr. Sr. Jr. Esq. all through errors in the field name creation)
Added API Endpoint to delete substatus
Bug Fix: Fix for tasks when marking resolved they lose the TaskTemplateID value
Bug Fix: Make Apex Chat fields unlocked to start
Bug Fix: Add URL to set A2P to 1600 so we can manually reregister
Bug Fix: Fix for auto-expand text on case-type custom fields