Release Notes for Version 3.7.0

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

Description

PDF merging???Improvements to document merging (PDF merges). Address per Matter Branch.

New Features

• Support to mail merge editable PDF documents.
  • Can upload PDFs as well as Word (docx / dotx) files as Document Templates.
  • Support for mapping Wise Owl mail merge fields to PDF fields.
  • Functions to find and identify PDF fields.
  • Support for importing PDF templates via doc packs.
• Page to allow re-printing a user's login and password.
• Add reminder to all Register / Search pages of the search criteria chosen, or if no parameters are entered at all.
• Add additional fields (Issue Date, Form Source, Advice Source) against Document Templates.
• Add button against Matter Fee Earner list to allow copy down of one Lawyer to all roles of a matter (introducing, responsible, etc). 
  • A system setting allows the Lawyer to be automatically copied down.
• Add user configurable defaults for default Contact Details (eg: address types and phone number types pre-listed)
  • Allows validation that particular details must be entered.
• Add Address fields to Matter Branch.
  • Fields are available on selected reports based on an opt-in Appliance Setting.
• Add function to copy numerals to words on Conveyancing custom fields.
• Add support for custom fields against users. This is to support various external codes, username and ids for lawyers.
• Add function to enter receipts based on QuickBooks Online bank feeds. This is in early testing phase; available to select clients only.
• Add Document custom field - allowing you to select a document to associate against custom fields.
• Add new Trust Authority Signed (date) field to Matter.

...