v11.2.0 was made available for release from 14/11/2023.


New Features

New FeatureDescription
Close task without running components
Added an option to not run components when a pre-set task is being marked as Done. To be enabled via System > System Preferences > Tasks - 'Allow closing of Tasks without running components'
Outgoing correspondence for Applicants, Inventors, and LicenseesSmart templates can now have applicants, inventors, and licensees set as the default recipient, and a correspondence language field has been added to these contact types. Outgoing correspondence can now be generated to these contact types in the same way as to clients and associates
Link document to pre-set task based on document folder componentA new component that can be set up on pre-set tasks that allows case documents to be automatically linked to the generated task, based on the document folder. Includes option to attach all documents that match that folder, or only the most recent document

 


Improvements

System AreaImprovementContact Support to Use
EPO Mailbox IntegrationAdded credentials checking tool, and an option to run the EPO mailbox import manually at any time via button click
PAVIS IntegrationAdded reboarding tool for existing PAVIS clients


  

Fixes

System AreaFix
User ManagementResolved issue with updating user email addresses 
ReportsResolved inconsistency with non-chargeable handling in Fees Logged report