v2026.4.0.0 was made available for release from 12 November 2026
Enhancements
| System Area | Improvement |
| USPTO Forms | Added support for generating the USPTO Form 1390 in Equinox correspondence templates. To enable this feature, navigate to System > System Preferences > Documents > Fillable Forms and select Enable PTO Forms (Beta). Once enabled, users can: • View and download blank USPTO forms under System > System Templates > PTO Forms. • Generate the 1390 form from the Contacts tab of a case by selecting PTO Forms from the correspondence type dropdown, followed by PTO-1390. This creates a Smart Correspondence task for the user to complete. For users on the Central US server, the form can be generated with relevant case data automatically populated. Users on other servers can generate and complete the form manually. |
| PAVIS Integration | Added an Enter Instruction button to the Renewals Due Dates - PAVIS report, available under the Renewals tab. The report now displays the Enter Instruction button for renewals without an existing instruction, alongside the existing green Check Status button for instructed renewals. This allows users to manage PAVIS-handled renewals from one place, making it easier to enter instructions and check the status of existing renewals. |
| REST API v2 | The REST API v2 has been expanded with additional routes to support creating and updating People records in the Equinox Address Book. People • POST /people • PATCH /people/{personId} Please see our full API documentation for v2 here: ReDoc. |
| PTO Comparison & Import | Added support for Unitary Patents, allowing users to identify, import and compare Unitary Patent cases. |
| Client Access v2 | Added the Setup Date field as an available Matter field when configuring Client Access users. This allows the case Setup Date to be displayed directly on Matters, as well as used in Client Access Widgets and Reports. |
Fixes
| System Area | Fix |
| Documents | Resolved an issue affecting Drag & Drop functionality on some client systems following recent security updates. |
| Renewals | Fixed a display issue affecting page numbers on the Renewals Due Dates report screen. |
| Microsoft Office Plugin | An updated version of the Microsoft Office Plugin is now available, improving the reliability of the Send & Save functionality when working with multiple email windows. For installation instructions and download links, please see Plugin Installation Guide and Plugin Download Links. |
| Reports | Fixed an issue where the Renewal Responsible filter was not displaying the full list of available users. |
| Client Access v2 | Resolved an error affecting Report Count widgets when the underlying report contains filters. |
| Case Contacts | Improved navigation within the Applicant and Inventor subtabs of a Matter. Users will now remain on the selected subtab after adding or removing contacts. |
| Tasks | Updated the date format options available in the Task Bulk Move On tool to match those available under Matter History Dates. |
| Renewals | Updated renewal integration settings so that only Equinox staff can enable or disable integrations for user systems, providing additional control over integration configuration. |
| PAVIS Integration | Updated the Due Date Comparison background process to exclude renewal periods with closed instructions (Abandon, Managed by Others or Allowed to Lapse), reducing unnecessary API requests to PAVIS. |
| PAVIS Integration | Improved performance when closing a renewal linked through the PAVIS integration. |
| Preferences | Improved the management of internal system preferences to support more consistent configuration across Equinox. |
| Documents | Updated the underlying document architecture to support the upcoming Document-In-Line-Search feature. |