Release Notes for Version 3.6.0

Please read the following notes about this Wise Owl release carefully before installing it.

Description

SAI Global Search Manager integration.

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• Added integration with SAI Global Search Manager for document searches.
  • Can initiate searches into Search Manager based on matter number and category (personal or property searches).
  • Search buttons appear against Matters and Document Register; the same places you can create a New Document From Template.
  • PDF Documents and Disbursements are automatically loaded into Wise Owl from Search Manager.
  • Various settings are located in SAI Global on Appliance Settings page.
• Support Two-Factor Authenticator app for Outlook Helper.
• Added search fields for Matter Open and Closed date under Matter Advanced Search.
• Added purple highlight of last previewed document on Document Register page.
• Added Background Job Scheduler Health indicator on Diagnostics
  • page.
• Added an "ERROR" matter, which automated tasks may allocate items against. Warnings and nag messages appear if anything is allocated to the ERROR matter. 
  • ERROR matter may be edited and is marked as "Open", but is usually dealt with as if it were "Archived"; users can remove items from the ERROR matter, but not assign items to it.
  • The ERROR matter has been introduced to support SAI Global integration.
  Support Two-Factor Authenticator app for Outlook Helper.
• Added search fields for Matter Open and Closed date under Matter Advanced Search.
• Added purple highlight of last previewed document on Document Register page.
• Added Background Job Scheduler Health indicator on Diagnostics page.
• Added filters for Document Name and Type on Allocate Documents page.
• Added filter and column for Matter Closed Date on Document Register.
• Added User bulk activate / deactivate function.
• Added button on Contact page in Matter table to Create new Matter for the current contact.
• Increased maximum length of Fixed Fee Notes field to 1000 characters.
• Added Document Template merge fields for formatted addresses with and without Salutation field.
• Added a Their Ref field to Document Edit and Register pages, to support SAI Global integration.

Other Changes

• Improvements to system setting imports to aid automating new databases:
  • Support Default Matter Responsible Lawyer
  • All SAI Global related settings
• Allow management of the "API Token", used to grant access to Outlook Helper.
• Preview document email files (msg files) now can display recipient email addresses and show actual emails rather than links.
• Document upload page shows pop-up message for unknown file types.
• When uploading document templates, a warning is shown if the Data Source is None, but merge fields are included in the document.
• Allow any Matter Status on list of Matters Matter Search tab on Edit Contact page.
• Added hover text for Name on Allocate Documents page.
• Added total number of documents uploaded on Upload Documents page.
• Added filters for Document Name and Type on Allocate Documents page.
• Allow changing database timeouts via config file; to improve support for invoices with more than 100 lines.
• Update to version 4.7 of .NET framework to support latest server features.
• Update 3rd party components to current version.
• Update Crystal Reports to current version.
• Added filter and column for Matter Closed Date on Document Register.
• Added User bulk activate / deactivate function.
• Added button on Contact page in Matter table to Create new Matter for the current contact.
• Added link to Outlook Helper on My Settings page, under the API Token section.
• Added Search button to Documents tab of Matter Edit page.
• Changed new Contact to no longer assume contacts are Australian citizens by default.
• Added Matter details (number and primary client name) to QuickBooks Online disbursement description.
• Improvements to deployment automation scripts.
• Add warnings to Document pages if a document containing a "%" symbol is uploaded; this can cause problems with Windows Explorer.
• Add warnings to Document pages if a document name is too long.
• Improvements to Allocate Documents error messages.
• Matter searches now check if the matter number contains any part of the search query. Eg: searching for "1000" would have previously not found matter number "14-1000", but now does.
• Improve wording on Document Create from Template page pinned fields.
• Added separate "Edit Report Logo" right.
• Increased maximum length of Fixed Fee Notes field to 1000 characters.
• On New Invoice page, the Previous Invoice search drop down only includes invoices for the matter chosen.
• Removed Trust Special Deposit account on new databases. Account is now added as part of on-boarding process, if required, based on your firm's jurisdiction.
• Improvements to auto fill details down the page when entering Trust Payments and Receipts, in particular when not tabbing through fields from top to bottom.
• Added Document Template merge fields for formatted addresses with and without Salutation field.
• Added a Their Ref field to Document Edit and Register pages, to support SAI Global integration.
• Changed Saved Searches for all register pages to be reset on login; was previously reset overnight.
• Changed maths calculations in financial fields to be triggered whenever numeric; previously required starting with + or =.
• Changed Allocate Documents, Time and Recovery bulk data entry fields to auto save after 2 seconds; to reduce the chance of "unsaved changes" message.
• Added pre-fill data, warnings and validation messages to External Code and Account Code fields for Invoice and Purchase Items. To reduce the chance of incorrect data entry.
• Removed list of Countries and Jurisdictions pre-populated in new databases. These are now added as part of on-boarding process based on your firm's requirements.
• Increased size of Fixed Fee, Recoveries and Timesheet notes fields.
• Added warnings agaisnt an invoice if you change Matter or Contact after an invoice is marked as Approved.
• Added warnings against an invoice if the Matter and Contact are not related.
• Adding initial support for re-branding a database for SAI Global.

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