v9.3.0 : Help Centre

New Features

System Area	New Feature	Description	Contact Support to Use
Documents	Document preview pane on documents tab	Clicking on a document row on the documents tab opens a preview pane on the right-hand side of the screen
Documents	Document views	Ability to set document views (System > Document Views) that appear as tabs on the document display to assist with filtering of documents. Documents are assigned to a view when added to the system. Views are available globally, per category, or custom views per case
Bulk Updates	Bulk update key contacts	Bulk update tool now supports updating case key contacts - client correspondence, billing, renewal correspondence, renewal billing
Finance	Split Charges Tool	Allows you to select the charges that should be split and the percentage they should be split by, and then creates/modifies the charges accordingly - available on the left sidebar on the charges tab
Finance	Charge rates per case, billing location and applicant	New options available in System > Charge Rates
System	Plugin settings	Added new plugin settings menu in System tab ready for new plugin release (release due end of October)

System Area	Improvement	Contact Support to Use
Documents	Order by sender/recipient fields on the documents tab (if selected in layout)
Documents	Filter by published status, sender and recipient fields on the document tab (if selected in layout)
Documents	Improved performance of document tab
Documents	UI improvements
Address Book	Added new conditions of location and category to correspondence overrides
Address Book	Billing/Renewal Billing key contacts are now set per location rather than per organisation
Charge Approval	Ability to click through from the 'my charges for approval by age' widget
Charge Approval	Ability to mark a case for the attention of another user and leave notes
Cases	Added applicant country field when creating a new applicant through a case
Bulk Updates	Added user fields to the CSV bulk update tool
Renewals	Added additional fields in notices, confirmation and to accept steps, option to renewal all in notice batch, and setting to uncheck cases in move on by default