v9.3.3 was made available for release from 14/12/2021.
New Features
| System Area | New Feature | Description | Contact Support to Use |
| Finance | Korean Won Currency
| Added Korean Republic Won
|
|
| Charge Approval | Clear Attention Of | Added button to clear attention of from the charge approval dashboard
|
|
IDS
| Updated IDS Form | Added 2020 version of IDS form
| Yes
|
Matters
| Dutch Patent Office Register Links | Added register links for NL patent numbers |
|
| Matters | CPVO Plant Variety Register Links
| Added register links to CPVO for European Plant Breeders RIghts cases |
|
| Client Access | Type of Mark updates | Added Type of Mark field to client access matter details and report generator
|
|
| Matter Contacts | Hide Create New | Added preference to hide ability to create new statutory contacts on a matter
| Yes |
| Timer | Hide Warnings | Updated timer not to show closed warning if preference set
| Yes |
| Correspondence Overrides | New override condition
| Added new correspondence override condition based on the smart template default recipient type
|
|
| Workflows | New History Date entered trigger | Added new history date trigger to workflow steps |
|
| Charge Approval | Non-finalised Charges | Updated charge approval screen to include a filter for non-finalised charges
|
|
Charges
| Hide Links
| Added preference to hide charge links that may affect integrations
| Yes
|
Permissions Updates
System Area
| Permissions Update
|
| Address book Discounts | Applied address book discount permissions to discounts on the matter summary page
|
| Charges | Added preference to show 'Add from Chargesheet' button to admin users only
|
Improvements
| System Area | Improvement | Contact Support to Use |
| Matters | Added support for GB Madrid designations with the UKIPO register links |
|
| Security | Added a range of security improvements |
|
| Documents | Document's FYI can now be unassigned from a user
|
|
| Documents | Long document filenames can now word-break if larger than available line space
|
|
| Documents | Long charge descriptions shortened in the billing wizard
|
|
| Scheduled Invoicing | Re-enabled internal invoicing for scheduled invoices
|
|
| Charge Approval | Charge approval "attention of" can be managed from the approval screen
|
|
| Timesheet | Timesheet day report now shows charge status for those using the approval system
|
|
| Transaction Logs | Added transaction logging for updates to the invoice payment status from the main invoices display
|
|
| Address Book | Updated display of applicants to show full address if using custom address fields
|
|
| Documents | On documents tab, the edit button is hidden if the document is checked out from here
|
|
| Timesheet | Improved preference to hide case related time on the timesheet
|
|
| Matters | Added international registration clean-up routine to delete matter process
|
|
| Matters | Improved CIPO register links redirection
|
|
| Matters | Updated Espacenet links
|
|
| Tasks | Added teams to change responsible dropdown for a task |
|
| List and Find | Added subcategory filter to List and Find by Debtor
|
|
| Timer | Prevented timer from being run on closed cases
|
|
| API | Added logging for creation and editing of documents through the API
|
|
| Billing | Allowed billing wizard notes in the manual scheduled invoice screen
|
|
| Documents | Updated EML generator to support multiple "to" values
|
|
| API | Generate new IC API route can now accept mattercode / matterid filters
|
|
| Documents | Generated EML files now automatically set default document properties
|
|
Invoices
| Added TM symbol to legacy invoice generator mapping library
|
|
| Documents | Added handling for additional languages in filename saved to Equinox
|
|
| Internal | Migration importer improvements
|
|
| Outgoing Correspondence | Allowed #INVOICEADDRESS# to fail silently if no billing address on the matter
|
|
| Outgoing Correspondence | Adjusted the ordering of tasks on the OC screen to by date then delivery method
|
|
| Recordals | Added new mergecode #RECORDAL_REFERENCE_NUMBERS# for recordal action case letters
|
|
| Tasks | Added option to remove associated letter from a preset
|
|
| Tasks | Improved user dropdown on copy task
|
|
| Xero Integration | Added currently signed in account name to the Xero export screen
|
|
Fixes
| System Area | Fix |
| Tasks | Resolved issue when filtering preset tasks
|
| Finance | Non-chargeable charges are properly zeroed
|
| Matters | Resolved issue with display of date on international registrations
|
| Address book | Resolved an issue where a location's created date may appear as today's date
|
| Tasks | Resolved issue undoing workflows with preset tasks & reminder components
|
| Finance | Resolved issues with legal entity aware legacy billing
|
Recordals
| Resolved issue with workflow trigger for recordals
|
Documents
| Resolved issue with display of a documents checked-out status on the documents tab
|
| Documents | Resolved document status not updating when not using the count column on the documents tab
|
| Bulk Updates | Added sequence/ordering to inventors changed in bulk updates
|
| Matters | Removed CIPO link on grant/reg field for CA trademarks
|
| Documents | Resolved issue with document history where document has no listed set up user
|
Client Access
| Corrected the count when filtering client access commentary
|
| Timesheet | Resolved some issue with adding time via the timesheet
|
| Xero | Resolved issue sending attachments via Xero
|
| Client Access | Client access accounts created from a template now include all fields
|
| Reports | Fixed an issue with commentary user column in reports
|
| Charge Approval | Resolved an issue when updating charges from write-off to pending in charge approval
|
| Finance | Enabled custom field values to work in scheduled invoices
|
| Bulk Updates | Fixed display of key contact name in bulk update report
|
| Matters | Fixed filtering of applicants, inventors and licensees when adding contact to a case
|
Plugin
| Fixed Office Save and Send, saving preference
|
| Documents | CCs now populate correctly on generated EMLs
|
| Documents | Fixed an issue that prevented multiple attachments appearing on generated EMLs
|
| Matters | Fixed handling of custom address fields when adding a new location from matter contacts page
|
| Workflows | Resolved undo issue on copy parent/child component in workflows
|
| Address Book | Resolved issue with CC's in correspondence overrides
|
