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Release Notes for Version 3.6.0

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

Description

Fix for QuickBooks Online email addressesSAI Global Search Manager integration.

New Features

  • 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.

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