Practice Evolve 4.0 Update Notes

4.0.1805.1417

Documents

Enhancement 8897: Index emails when body content is not html

  • Plain text emails are now being added to the index

Defect Fix 7095: Combo type filters on general reports do not display elements from all matter types

Defect Fix 8631: Renamed scan files not refreshing until tab closed

Defect Fix 8684: Calendar Creation should be done at user setup, rather than first access to Calendars in the diary section

  • Resolved issue where duplicate calendars were created for new users

Defect Fix 8864: Merging an entity is also merging entities it is a party to

  • Resolved issue with merging joint parties/organisations that were linked to the merging entity.

Defect Fix 8885: Slow performance on 'Show Report' menu with a very large number of documents

Defect Fix 8943: File Transfer fails for extremely large files

Defect Fix 8955: Sent date on previous emails in chain incorrect when converted to PDF or Doc

  • Resolved issue where the Sent dates in the body of emails were being incorrectly set to the current date when converting to PDF or Doc

Defect Fix 9014: Excel text replacement not handling duplicate tags

  • Fixed an issue where tags with multiple choices weren't being imported in Excel precedent documents

Defect Fix 9022: BusinessType dropdown creates different lists in different circumstances

  • Business Types dropdown is now the same when creating a new contact from a client in the directory.

Defect Fix 9025: Replies to emails that have been created using the "Save as email" option are attempting to overwrite the original email

  • Replied email now links to the same folder/original email as expected

 

4.0.1804.2319

Documents

Enhancement 6886: Workflow activities to work from individual attributes of a one to many table

  • Resolved an issue when grouping by Received, the Internal Mail does not load

Enhancement 8868: Improve sync of attribute types from schema

Enhancement 8988: Unique Number Global Reference Generator

  • Back-end enhancements on number sequence generation to allow clients/matters to draw from the same sequence

Defect Fix 8701: Dropping a Document into the Document Explorer causes the explorer to scroll to the previously selected node

  • Resolved an issue where dragging and dropping a Document into the Document Explorer caused the screen's attention to jump up to the previous highlight

Defect Fix 8717: Column name dropdown for the first column in General Reports is blank even when a "Report On" value is selected

Defect Fix 8975: Internal Mail Archived Tab sorting incorrectly on Received and Modified columns

  • Resolved issue with fields being sorted as text instead of dates

Defect Fix 8981: Description column in Activity Explorer has incorrect text alignment

  • Text now changed back to left aligned

 

4.0.1804.408

Documents

Defect Fix 8880: Internal Mail does not load when a user groups emails by date

  • Resolved an issue when grouping by Received, the Internal Mail does not load

Defect Fix 8956: Currency type Precedent Tags losing their value when edited during library import

  • Resolved issue to allow users to populate currency tags in the 'Add from Library' option and update the client/matter properties, if they choose to save the updated value in the Document Library Import Window

Defect Fix 8957: Report properties lost when copying report

  • Resolved issue with copying reports. Any filters or attributes on the original report are now correctly preserved. E.g sort by asc/desc or 'Meet all of the following' filter

Defect Fix 8958: Error when converting certain matter types to another type

  • Fixed issue converting matter types that had schema attribute 
    <ruleclass value="CMS.Business.DataDriven.CurrencyRuleEngine"/>

Defect Fix 8959: Sub folders disappear when changing sort column in document explorer

  • Resolved issue where sub folders disappear. Occurs when changing sort column in document explorer, if document paging is on

 

4.0.1803.1511

Documents

Enhancement 7039: Expand Configurable Formats for Standard Matter and Client Reference Generators

Enhancement 8877: Ensure Documents are Moved Correctly Between Matters when Using Multiple Archive Locations

  • Resolved an issue when using multiple archive locations, where documents that are moved from one matter to another, did not move to the correct Archive location.

Feature 7711: Available on request - help@documatics.com. Audit feature added to core attributes below via the  icon next to the attribute. Once implemented, any change to the attribute will be recorded, along with the date and the user.  The ability to apply a comment to a particular audit is also available.

  • Matter Name
  • Fee Earner
  • Estimated Fee
  • Estimated Disbursement

There is still an audit trail for modifications in the Activity Explorer as normal.

Defect Fix 7996: Setting "Launch Evolve Summary on startup" Causes UI Hang on Client Startup

  • Resolved issue so that users who have the Evolve Today page set to open on startup no longer freeze

Defect Fix 8549: Document ID Tag not Auto-populating when Adding Template Document to Dictation

  • Resolved issue allowing the tag <DocumentID> to correctly populate in documents imported for dictations

Defect Fix 8554: Find Matters Search not updating Acting/Responsible/Assisting when Matter is Updated

  • Person Acting and person Responsible on a matter now correctly update on the accounting reports

Defect Fix 8739: Internal Mail Does not Load with Unique Configuration Keys

Defect Fix 8866: User Group Permissions not Updating Automatically on Server when a New Group is Added or Updated

  • Resolved issue with matter security, where a change to the security would show the matter in the list, but not the search until the service was restarted

 Defect Fix 8878: Issue with Copy Matter not Correctly Handling Child Matters

Historic

Defect Fix 4089: Re-authentication After Timeout Causes Session to Become Invalid and Functionality to Fail

  • Re-authenticating after leaving Evolve open over night now works as expected

Enhancement 8367: Trust Compliance on EFT Number Sequence

  • Account-specific EFT number can now be generated automatically for receipts. QLD trust compliance

Defect Fix 8674: Payment Requisitions Should Check Against Latest Balance

  • When doing a trust requisition it will look at latest ledger balance on the matter

Enhancement 8860: Prevent Direct Client Payment from Overpaying Billed Anticipated Disbursement

  • Prevent users from recording a client over-payment of a Billed Anticipated Disbursement

 

4.0.1802.2608

Documents

Feature 8343: Add "Emailed" to the Call Log Status Drop-down List

  • Users now have the option to add 'Emailed' as a status when creating a call log. This can be done by selecting the diary from the ribbon at the top, then go to call log right click and add a new call log in the status drop down menu will now be the additional option of 'Emailed'.

Enhancement 6945: Scan Enhancements

  • Thumbnail detection, the split page viewer now has the same zoom in/zoom out functionality as the document preview
  • When the document preview option is enabled, a preview window is now visible on the Scans screen. A preview should be displayed when selecting a scan or a split scan.
  • When splitting scans, split pages should retain their original orientation, e.g. if they are in landscape format they should remain landscape when split
  • Multiple scans can now be filed at once by holding CTRL and multi selecting
  • Scans are now marked as deleted when deleted. Deleted scans can be restored by an Administrator by right clicking on any scan and selecting Recycle Bin. Note that deleted scans are only preserved for 30 days, after which they are permanently deleted. This is to prevent excessive space being taken up on the server
  • It is now possible to reassign split scans to another user by right clicking and selecting "Reassign". Note that split scans are reassigned as "full scans" rather than split pages as the other user will not have access to the parent scan document
  • Scans can now be drag and dropped into the scans area by dragging the document onto any of the user names listed

Defect Fix 7514: Expanding Folders in Document Explorer Can Cause Scroll Bar to Jump Back to top of the Window

  • Scroll bar no longer jumps back to the top

Defect Fix 7840: Warn Users When Re-assigning Dictation if Already Assigned but Update Event Not Received

  • On-screen prompt added to notify a user when re-assigning a dictation, if already assigned to another user

Defect Fix 7992: Find Matters By Date is Returning Duplicate Results

  • Only matters created on the selected dated are now returned

Defect Fix 8490: Wills and Deeds Registers Not Displaying for Non-Standard Schema Containing Different Category/Instance Names

  • Add support to include custom category and instance naming for the Will and Deed registers under Home->Risk

Defect Fix 8769: Null Reference Exception Seen When Filing Emails

  • Resolved 'Object not set to an instance of an object' error when trying to rename and file an email with the Outlook add-in

Defect Fix 8791: Adding a New Directory to the File System Listener Should Not Require a Restart of the Documatics Service

  • New folder paths can now be added to the scan file listener without needing to take the server services offline

Defect Fix 8828: Import as MS Word Option for Email Fails to Import the Document

  • Resolved issue with drag and drop option on an email (MSG file) to 'Import as MS Word Document' 

Defect Fix 8867: The 'Add to Brief' Menu Command Does Not Work when Using the Simple Search Results View in the Document Explorer

  • Menu command is now supported from the Simple Search Results view in the document explorer

Defect Fix 8830: Deleting an Employee Not Correctly Sychronising as Inactive

 

  • Deleting an employee will no longer show an option to add to their matter list, nor making them an acting/assisting/responsible person

Historic

Feature 6461: Allow Document Attachment on Requisitions

  • External documents (PDF, Word) can be attached to a requisition and viewed by other users before approval.

Feature 6462: Allow Cheque Requisition for Purchases

  • Purchases can be selected as an option when making cheque requisitions.

Feature 7643: Allow Anticipated Disbursements to be Posted Against Own GL Accounts

  • Incurred and Anticipated disbursements can be posted against distinct GL accounts. ADs will stay as ADs.

Feature 7644: Allow Anticipated Disbursement payment from Trust

  • Anticipated Disbursements now have journal entries (Debits and Credits), allowing partial or full payments from trust.

Enhancement 7825: Allow Printing of Transactions in Batch

  • Multiple transactions can be selected from the View Office Journal screen for batch printing. All office and trust receipts have a ‘queue for print’ function for printing on demand.

Enhancement 7826: Allow Cheque Requisitions to be Approved by Selected User

  • During cheque requisition, there is an option to allow only the selected party (such as person responsible or acting person) to be notified. Previously, all users with permissions within the firm would receive a notification on any cheque awaiting approval.

 

4.0.1801.1108

 

Documents

Enhancement 7822: Sort Folders Alphabetically on the Add In Filing Screen

Enhancement 7935: Updated 'PracticeEvolve Plus' Help Menu Hyperlinks

 

4.0.1711.2119

Documents

Enhancement 6786: Allow Last Accessed/Searched Files to be Available in the Add In Filing Dialog

Enhancement 8508: Prompt User if no Local Version of a Checked Out Document in Workarea

  • User is prompted if no local version of document exists after checkout. Adds clarification if workarea is cleared

 Enhancement 8587: Increase Size of Pop-up Information Windows

  • Improve user experience for windows such as Parties and Clients

 

4.0.1711.606

Documents

Enhancement 8606: Windows 10 creator's update (1709)

  •  As Microsoft has not released a solution, we have made enhancements to work around some visibility glitches caused

 

4.0.1709.1415

 Initial Release

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