12/18/23 – 12/22/23
The Table of Contents feature allows for easier navigation to subsections in custom sections.
A new Jump to Top button brings users to the top of a section for easier saving. Learn more.
Project Updates
- Comment Sorting: users can sort comments on activity items from either oldest-to-newest or newest-to-oldest
- Clear Assignee at the Top: when selecting an assignee on a task, the option to Clear Assignee now appears at the top of the dropdown menu instead of the bottom
- Sticky Footers in Customs Sections: When a static customs section is longer than the height of the window, the Save/Reset buttons now appears at the bottom of the window regardless of where the user is on the screen
12/11/23 – 12/15/23
AIFields and AI Doc Review
- We had reports of the AI inserting pieces of its Police Report Summary prompt into analysis results. We resolved this issue, as well as enhanced the AI’s contextual understanding of OCRed text for improved accuracy.
- We streamlined handling of larger documents for more effective OCR processing, and optimized scalability settings to process more documents simultaneously. We also extended the OCR timeout window. These changes should result in fewer OCR failures, meaning more consistent, reliable text searching and AI analysis of documents.
Docs+
- We added a setting to the Bates Stamp menu for extra room to be added to the margin of a document before the stamp is applied, eliminating the risk of Bates stamps overlapping with content.
Lead Docket
- Lead Docket Payments released
- Improvements on UI for Payments and Dark Mode
Billing
- Updated code set management has now been enabled.
- The “Unset as Default” option has been removed from rate schedules. To change the default, the user now simply designates the desired rate schedule as the default.
- A change in the behavior around default rate schedules will be fully enabled on 12/18. Moving forward, the “default” rate schedule will be assigned directly to new projects (i.e., changes in which rate schedule is selected as the default will not affect them). Learn more.
Bug Fixes
- If you "snoozed" a task after midnight UTC, the due date was not calculated correctly; it is now.
- Certain Unicode characters were displayed as a “?” when included in an email that is sent to a project’s activity.
- Doc created webhook was firing when an existing project doc was attached to a note in a project. This will no longer trigger a webhook.
12/3/23 – 12/8/23
Conflict Checker
Filevine has updated its Conflict Check section to provide greater detail about each potential conflict as well as allowing for notes to be added to conflicts and PDF downloads for offline verification. Learn more about the conflict checker updates.
Docs
- The "Go to Note" link in the Project Docs section was redirecting to the Feed instead of directly to the specific Feed item where the doc was attached. This has been resolved and will now take the user to the Feed item.
- We fixed a bug where attempting to download a file attached to a comment before creating the comment on the Feed or Task page resulted in the file not downloading.
- Previewing .txt, .xml, and .csv files in a Sharelink was resulting in a UI error. Users can now successfully preview these file types.
- Previously, adding a second tag to a document without first deselecting the file would remove the first tag. Both tags now persist as expected.
- We added a notification when an email file fails to generate during the process. Previously users were not being informed of failures.
- We fixed confusing UI in Manage Org Folders where "Rename" and "Move'" options were grayed out but still clickable. Now, these options are accessible and functional as expected.
- We applied a fix for files failing OCR by extending the timeout window, which should result in fewer OCR failures for users.
Billing
- Fixed issue with adding timekeeper ID to a rate schedule
- Orgs without billing enabled will no longer see an option to "Add a time entry" on notes
- An emailed invoice will not include a payment link if the invoice's balance is $0
Lead Docket
- Added pages view to expenses when exceeding 500 in yearly view.
- Added Contact API
- Added date of death merge code
- Added date links to daily summary email
- Added contact customs and checkboxes to be added to reception forms
- Fixed Lead Form showing full date and time when it should have just shown date
Vinesign
- Fixed audit log slowness
- Fixed broken buttons on plans page
- Fixed signature is required error showing after signer signs when console is cached
- Fixed the signer language when Spanish is selected
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