Release Notes for Version 2.0.90.0
Please read the following notes about this Wise Owl release carefully before installing it.
IMPORTANT
Any data you had previously stored in Contact level Custom Fields will be lost
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Please review the following settings after installation:
Site Settings -> Documents
Document Folders on Disk
IIS docs Settings
Web.Config
IMPORTANT
Description
Documents module
New Features
Document Management
Bulk Upload facility
Edit docx Documents in MS Word
View other Documents in web browser or download
Document metadata edit page
Allocate Document page to quickly process documents after upload
Document Register and list against Matter
Customisable list of document parameters and columns on Register
Document Templates
Mail merge function based on any Wise Owl database field
Officially provided document packs
Non-matter specific templates available (for pre-printed letter head or general documents)
Contact specific templates available (for generic letters to any contact against a matter)
Author templates in MS Word based on data exported from Wise Owl
MS Office not required on Wise Owl server
Mail merge supports IF formulas in Word
Mail merge supports image mail merges (eg: for a company logo)
Custom fields
User defined fields against Firm, Contact and Matter
All fields available on document templates for mail merge
User defined drop down lists / radio buttons
Can link drop down lists to Wise Owl Contacts, Matters or Users
Official fields managed by Wise Owl to support pre-packaged templates
Can add your own custom fields as well
Bugs Fixed
All bugs fixed in 2.0 series are included in this version
Other Changes
Added Doc Groups to allow several matter types to be linked together for purposes of Document Templates (eg: all conveyancing matter types, all family matter types, etc)
Changed internal architecture and structure of WIse Owl to be faster.
Updated all 3rd party components to most current version
Manual Changes Required for Installation
None.