November 2024 Weekly Release Notes

11/18/2024 – 11/22/2024

Lead Docket

• The Intake Dashboard can now be filtered by user, case type, office, and region.
• Users have the ability to edit required field values on Automation rules.
• Multi-select options are now available for all Automation filters.

Client Portal

You can now split timelines in the Client Portal, allowing you to have multiple timelines mapped to a single project template. Learn more.

Fixes

• A collection item is still created/updated through the API when a collection section is hidden
• Long Standing Project Link/Project Link Clean Up bug has been fixed (not able to add links/re-add links)
• Address Book: Associated Projects tab Not Redirecting User to Selected Project
• If a user had never had a rate defined in a rate schedule, then the minimum time increment was not being applied to that user’s time entries; this has been tidied

11/11/2024 – 11/15/2024

Vinesign

• Vinesign users can now choose to require two-factor authentication for signees.
• Vinesign now offers Public API—learn more.

Fixes

• In Advanced | Billing | Invoices, some filters were intermittently taking a long time; the underlying query has been improved to avoid that problem.
• In Advanced | Billing Setup | Payments, changing the Org did not reliably update the information displayed; now it does.

11/4/2024 – 11/8/2024

Docs+

Users can now create “protected folders”--protected folders and the files in them are only viewable to users with access, which is given on the Team level. Learn more about protected folders.