Release Notes 3.0.0

Owned by Former user (Deleted)
Last updated: May 19, 2022 by Jessica Clark (Unlicensed)
4 min read

Release Notes for Version 3.0.0

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. You must manually save any information you have stored in these fields.

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

    • Supports importing and viewing Outlook msg email files, to store a record of email communications

    • Supports importing content of a zip file as separate documents

    • Can map a network drive to your documents store to support drag-and-drop to Outlook emails (note that this is not meant to be the primary way to access documents)

    • Supports documents with non-english characters in their name
       

  • 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 most IF formulas in Word

      • Nested / sub-IFs are not yet supported

      • Formatting within an IF will be removed

      • Any IF which cannot be processed will be highlighted in red.

    • Mail merge supports image mail merges (eg: for a company logo) 

    • Mail merge supports lists of contacts (eg: all Clients, or all Other Side)

    • Mail merge supports specific contacts (eg: 3rd Client, 1st Other Side)

    • Mail merge against multiple contacts, creating either one document for all contacts, or one document for each contact.
       

  • 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

    • Firm wide document Header and Footer fields for custom logo / letter head.
       

  • Resource Packs

    • Report and Document packs are distributed to your Wise Owl database automatically each night or via a button on Appliance Settings

    • All reports are now distributed via Resource Packs.

Bugs Fixed

  • All bugs fixed in 2.0 series are included in this version

  • Fix timebilling data entry overwriting Task field, when editing an existing record from details page.

  • Fix error when resetting a user's password

  • Time Billing data entry page does not show inactive users, items, etc on lists.

  • Add Matter Number and Client name to the bottom of Edit Matter page.

  • Fix error when changing a matter type.

  • Fix forgetting Fee Earner when editing time entry records or fixed fee records.

  • Fix Trust Bank Rec does not allow stale reversed transactions.

  • Fix typing shortcuts not working on Cost Recoveries page.

  • Fix multi-line text boxes cause an error if you enter html / email address / < or > characters.

  • Fix showing the Trust Bank Rec page which allows clearing and completing the bank rec if the bank rec is already completed.

  • Fix buttons can be be disabled sometimes when clicking Save when they shouldn't be. Occasionally resulting in pages with erroneously disabled buttons. 

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

  • Add confirmation checkbox when archiving matters which requires the user has checked their external accounting system (eg: Reckon) for outstanding cheques.

  • Add button to allow receipts to be set as manually posted to external accounting system.

  • Improve performance of key register, edit and view pages when first loading them in the morning.

  • Change Contact Register filter to only show active contacts by default.

  • Initial support and testing for SQL Server 2016.

  • Help system now uses secure SSL connections, links to help pages updated to use https.

  • Add firm level external ID settings, to support US billing report.

  • Added employment category field against Users, to support US billing report. Now listed on List page to enter categories (eg: full time, part time, etc).

  • Renamed Trust Refund button on Edit Matter page.

  • Prevent Trust Bank Adjustments being posted against a completed bank rec or outside the bank rec date range.

  • Remove obsolete Invoice Payments report from Invoice page.

Reports

  • New Reports

    • Document List

    • Document Template List

    • Invoice Details by Date report to test support for US billing.
       

  • Changed Reports

    • Matter Change Log report can show legislated changes only, or all changes against a matter.

    • Remove obsolete Invoice Payments report from Invoice page.



Manual Changes Required for Installation

  • See notes above to review low level configuration.