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Release Notes for Version 2.0.93.0

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

IMPORTANT

Please review the following settings after installation:

  • Site Settings -> Documents
  • Document Folders on Disk
  • IIS docs Settings
  • Web.Config

IMPORTANT

Remember to put back the customer facing changes for final release

IMPORTANT

Description

Documents module

New Features

  • Custom fields are listed on the Matter Create page.
  • List of contacts of type fields on Mail Merge field list.
    • Contact Lists have a custom format code.
  • Contacts of type and number (collection) Mail Merge fields.
  • Add list of Pre-Fill contact types against doc groups. Shown on Create and Edit Matter pages.
  • Add Firm wide Document Header and Footer fields, usable on Mail Merges.
  • Support multiple Selected Contacts when doing a mail merge.
  • Record list of document Editors. Any user who saves / updates the document content is recorded. Also the user who creates / uploads the document.

Bugs Fixed

  • Fix Trust Reversal Date issue (MG can't remember details)
  • Fix Matters to Close Report only zero dollar filter.
  • Mail Merge supports more complex templates, no longer causes errors.
  • Various other mail merge errors fixes.
  • Fix not resetting cache of time billing rates when editing / creating users. Caused a warning when entering time for a new user.

Other Changes

  • Add confirmation checkbox when archiving matters which requires the user has checked their external accounting system (eg: Reckon) for outstanding cheques.
  • Time Billing data entry page does not show inactive users, items, etc on lists.
  • Sample Data page is now called Select Fields.
  • Sample Data page improvements:
    • Improved default values.
    • Improved icons.
    • Improved text and wording.
    • Can filter out collection fields.
  • Various pages do not disable buttons after submit, as it makes more logical sense to not disable them.
  • Improve Matter Document tab to not refresh as quickly when changing search parameters.
  • Add Matter Number and Client name to the bottom of Edit Matter page.
  • Removed 'Contact' data source for Document Templates.

Manual Changes Required for Installation

  • None.
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