February 2025 Release Notes

2/24/2024 – 2/28/2024

Reports

• We have added criteria for "is" or "is not" a person field's person ID. This criteria is available in the collection list and project list reports. This provides a unique integer to the query rather than strings of contains, etc.

Docs

• Increased time between thumbnail calls to 15 seconds
• All emails are now included when using ‘Reply All’ for emails
• The “unable to preview” message now displays in the flyout for email files on Docs- projects
• Fix: for files getting stuck in a locked state after closing the editor
• Fix: for MS Office files not unlocking after an edit until the page is refreshed
• Fix: for required attachment fields displaying two files in a custom section
• Fix: for folders changing to empty when an FVDA file is deleted
• Fix: for attached to fields loading in the properties flyout for FVDA files
• Fix: for being unable to upload files over 5 GB to a Docs+ org in the Mailroom
• Fix: for “attached to” fields not loading when multiple files are selected in the Docs section
• Fix: for batch download timeouts in Canada shards
• Fix: for files being hidden in the doc list when moving the root folder of a project
• Fix: for vitals closing when previewing a normal file type

Invoicing

• The project funds tab will now refresh itself automatically when a payment is automatically created
• API Update: it was not possible to create an expense with codes included; this is remedied
• Fix: In Advanced | Billing, both Unbilled and Invoices tabs, clicking on the project type column header would sort by the project type ID (rather than the project type name as a human might expect); this has been sorted (pun intended)
• Fix: If a user tries to use the Collect a Payment option for a finalized invoice in a project for which the project contact does not have an email address, there is now an informative error message (vs. asking the user to refresh and try again)
• Fix: In some situations, a Status column erroneously showed up for individual billing items inside the invoice modal; this has been tidied
• Fix: It was incorrectly possible to select a non-billable item for inclusion on an invoice; this no longer happens

Timekeeping and Billing

• new and improved Timesheet—learn more
• Fix: Deleted codes from a codeset, no longer disappears from all billing items

2/17/2024 – 2/21/2024

Billing

• Tags and filters are now available in the Billing Advanced tool

2/10/2024 – 2/14/2024

Activity

• Phone call metadata (date, start time, end time) is now available in reporting. You can view it and filter by it.
• API Update: Phone calls can now be created or edited using the PublicAPI, allowing API users to create phone call type notes.
• Fix: Bug preventing certain calendar items from showing up only in Day View

Projects

• Mass Advanced Permissions: a limited set of permissions can be added or removed in bulk in the Advanced Access tab.
• API Update: Get Project Call updated to now contain Project Number
• Fix: When updating a field in a hidden static section, all fields that have data in them and are not part of the update are nulled out.

Billing

• Fix: In Advanced | Billing | Invoices, in some circumstances, the in-progress icon would become “stuck” and display when it shouldn’t; this has been tidied
• Fix: In the billing items report, a filter by “created date within 10 days of today” did not include billing items created today; this behavior has been updated to include “today” (which generally matches the behavior of the List of Notes report)
• Fix: Public API: the endpoint to get project invoices no longer requires a start date that is the same as one on of the invoices being retrieved; the documentation has also been updated to show that start date is a required field
• Fix: In Safari, it wasn’t possible to copy a project funds payment link; this has been addressed

Payments

• Fix: When trying to make an ACH payment, an invalid email error was blocking completion of the payment; this has been addressed

Vinesign

• Vinesign by Filevine is now available for use on Zapier.

Lead Docket

• New Feature Added with Calendly Integration to support Zoom links to trigger Zoom to start meeting by click link in Lead.
• Refactored Pending Filevine screen to render faster for firms with 1000+ leads pending Case Management push.