v9.2.2 was made available for release from 09/09/2021. This version also includes the changes from v9.2.1 - this version was not made available for general release.
New Features
| System Area | New Feature | Description | Contact Support to Use |
| Incoming Correspondence | Delete permanently | Added a permanent delete button for discarded incoming correspondence |
|
| Incoming Correspondence | Prevent Auto-classify of documents
| Added new preference to prevent incoming correspondence documents added via the API from inheriting the classification of the IC
| Yes
|
Permissions Updates
System Area
| Permissions Update
|
| Workflows | Adjusted matter workflow permissions to prevent readonly users accessing the New Workflow button
|
| Workflows | Adjusted matter workflow permissions to allow workflow migration users access to the Migrate Workflow button
|
Document Classifications
| Added permissions check for delete button when editing secondary classifications
|
Improvements
| System Area | Improvement | Contact Support to Use |
| Outgoing Correspondence | Smart letter modal window now scales to fill 90% of the screen space available
|
|
Outgoing Correspondence
| Added delivery method to smart letter modal window
|
|
| Address Book | Modified date now recorded for contact organisations and sites
|
|
| Tasks | Updated the ordering of linked documents on a task to by the document date descending and the document id descending
|
|
| Incoming Correspondence | Added success message for splitting incoming correspondence correspondence
|
|
| Incoming Correspondence | Document filename is shown if no name is available when splitting incoming correspondence
|
|
| Document Classifications | "[Empty]" now displays if no name available for secondary classifications in classifications table
|
|
| Tasks | Added preference to hide linked tasks on the documents list to improve loading
| Yes |
| Documents | Improved character encoding handling of filenames
|
|
| Goods & Classes | Added functionality to prevent creation of duplicate class entries for Goods and Classes
|
|
Incoming Correspondence
| Improved error message for when classifications are not added to an instance of incoming correspondence
|
|
| General | Updated the mattercode finder to only find each mattercode once
|
|
| Recordals | General improvements to Recordals user-interface and functionality
| Yes |
| PTO Integration | Improvements to create case from PTO functionality
| Yes
|
| Matter Contacts | Authorities now display in the contacts sidebar on the matter details page
|
|
Tasks
| Preference to change ordering of user-dropdowns now applies to adding & editing tasks
|
|
| Document Classifications | Added ordering by name to primary classification dropdown
|
|
| Documents | Added improved availability pdf converter
|
|
Document Searching
| Improved performance of full-text search document indexing
| Yes |
Fixes
| System Area | Fix |
| Invoices | Fixed issue with reprinting working in currency invoices
|
| Matter Contacts | Added warning for trying to add an associate/authority to a case without selecting one first
|
| Documents | Corrected typo "CheckedOut" to "Checked Out" for the documents tab of a matter
|
| Address Book | Corrected typo when deleting preferred associate rules
|
| Workflows | Corrected typo on the workflow undo screen when closing a preset task component
|
| Workflows | Resolved issue when closing a workflow prompt multiple times
|
| Matter Contacts | Licensee reference now displays on matter contacts tab and can be updated
|
Reports
| Fixed an issue with exporting reports while using chrome
|
| Renewals | Fixed filtering on subcategory in renewals confirmation step
|
| Renewals | Fixed display of custom field filters in renewals notice step
|
| Renewals | Fixed behaviour of multi-select filter during renewals notice step
|
| Invoices | Fixed some issues with credit note calculation
|
