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

IMPORTANT

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.