LEXZUR v9.9.0.0 Release Notes

A4L-12031

A4L-11145

A4L-11128

A4L-11124

The primary goal of this task is to seamlessly incorporate a new "FileNet" tab into the existing document container across all modules within the application. This integration will provide users with direct access to FileNet's document management capabilities within their familiar environment.

Note: It will be a separate integration from the 360 Docs integrations

A4L-11111

The goal of this task is to seamlessly integrate the App4Legal Messenger functionality into the core app. The task includes embedding the App4Legal Messenger feature within our application to enhance communication and collaboration capabilities for logged in users. This integration will allow users to communicate in real-time, share documents, and streamline discussions related to legal matters.

A4L-10912

The goal of this development task is to implement a signature injection feature within the signature process. This feature will allow users to specify precise coordinates for the placement of their signature within a document.

A4L-10549

Support cost center feature at the in the Expenses module.

-Enable/Disable cost center in money settings.

-Support cost center CRUD in the money settings. (Cost Center Name, Cost Center Items).

-Enable the handling of multiple cost centers within the expense form, allowing users to allocate a percentage of the expense to each cost center.

-Modify the reports to show how expenses are distributed across different cost centers.

A4L-10441

The task is to implement a licensing module for Adobe bundles, ensuring that users have proper licenses to access and use the bundles provided by App4Legal with the partnership with Adobe Sign. This module aims to control usage, prevent unauthorized access, and ensure compliance with licensing agreements, ultimately protecting Adobe's intellectual property and providing a seamless user experience.

A4L-10283

A4L-10014

Add hearing new add form

A4L-9624

New UI/UX for Expense add form

A4L-9613

in the client portal, there is no option of “Forget my Password” so the client can click and change the password.

A4L-9567

Add filter on status and type column in cp contracts and matters grid  + the ability to export to excel

A4L-12376

Remove the rule between currency and value in inline edit and edit all and add forms,

for the widget with currency, if there is a value without currency, add NONE as a currency and bring values that has no currency

Remove the rule between currency and value

A4L-12317

Task custom fields are not appearing in the Add form, they used to be there in old add form.

A4L-12267

Ability to log a record in login history report (screenshot-3) for SSO users when they login using our SSO portals  

A4L-12244

Ability to expand the judgment box

A4L-12183

Hearing details to be hidden from the requesters by default, with option to make visible per hearing

Add in system settings, Client portal , the option show/hide hearings by default 

in add hearing/edit hearing, show an option to show/hide the hearing in cp,

• if the system settings has the option show then the checkbox will be checked
• if the system settings has the option hide then the checkbox will be unchecked

with the option to check or uncheck

In CP:, the hearings under the matter will be visible based on this option.

For old hearings, make the hearings visible if the related matter is visible

A4L-12166

this invoice language related to time entries should be changed to "User" instead of "Item"

A4L-11994

When clicking on the summary hyperlink, it takes you to "edit reminder"

The suggested behavior:

When clicking on the summary hyperlink, it should take me to the contract because I can edit the reminder from the action wheel

dev feedback

the reminder can be linked to matter, person and company and not only contract so we suggest to make the titles as hyperlink in related contract, matter, company and person to open in a new tab. 

A4L-11992

When expanding the summary column in reminders, the summary doesn't appear completely as shown below.

 Dev feedback:

It is not recommended to display the full summary in the grid as it will disrupt the layout and readability. Instead, we can increase the character limit for displaying summary text similar to other long text fields in the system. This could be increased from 40 to 50 or 55 characters, or even 100 characters for longer summaries. This way, users can still get a good sense of the summary content without breaking the grid design. Additionally, we can change the layout for the tooltip functionality similar to the "Important Development" field in the matter grid, allowing users to view the full summary by hovering over the text.

A4L-11944

This is only available now for adding a comment to a matter. This should be added also to Contracts.

• Same notifications as adding a comment to a matter.

A4L-11865

Confirmation message to be  displayed when pressing cancel/x/ESC like the one in hearing form (attached).

A4L-11791

Updating Exchange Rate in Money Forms

Upon modifying the exchange rate in the bill form, the user is required to save the bill after the rate update.

Expected Behavior 

The system should automatically save the bill when the user updates the rate.

on edit bill and debit note for exchange rate update button will save the bill/debit-note.

for bill, debit note, credit note and invoice on exchange rate edit add checkbox to change only the current record without change the global default exchange rate.

update the invoice template to reflect the invoice exchange rate not the current default system rate

A4L-11772

A4L-11662

After the feature custom field cascading is finished, we need to integrate those fields with TIBCO

Business Unit

GM

Department

A4L-11616

New search bar for document types when uploading a contract.

A4L-11595

There is a need to add the requester as approver in some processes at solutions by STC. 

So we need to configure a role for requesters. 

A4L-11577

Delete folder with all the content files inside

A4L-11553

1. support opponent lawyers in report
2. separate related person from client / opponent - to be as a separate line 
3. display role for each related person 

4. separate client & related person or opponent & related person, each field on a separate line as below:

   client

   opponent

   related person/company

   opponent lawyer ( if this person is an opponent lawyer in at least one stage in this case)

A4L-11380

when the client wants to leave the page, an alert or pop-up will appear to ask him if he wants to save changes or not (like the one in iDocs)

A4L-11373

A4L-11360

Allow copying template from one entity to another (and clone to same entity).

A4L-11350

we need to replace "Error" by "Data is missing" in the notification message

A4L-11335

A4L-11334

A4L-11144

In request Types configurations (For both matters and contracts), a checkbox is added when you add an attachment field to choose if attachment type and keyword will be displayed in dropzones. (will be hidden by default)

if the checkbox is unchecked for a certain field, cp users can select a type and a keyword for the uploaded documents (you can add new options to the list of types in settings)

A4L-11118

nvoice rounding issue occurs in case of discount amount at the invoice level, the total tax amount is rounded and may differ about 0.01 or 0.02.

HLD:

we will support two approaches for rounding on invoice/credit note/debit note:

• Line item rouding (currently implemented)
• Global rouding

The default setting will be Global rounding.

The User can choose their rounding approach during the creation or editing of an entity.

For Zatca entities, it is mandatory to use Line item rounding.

A4L-11117

A4L-11089

When adding a commercial registration number to a company, this number does not reflect on the Zatca invoice.

it will appear as another ID.

A4L-11088

when adding services in English and switching to Arabic, the service name will appear blank.

A4L-11024

when adding a user of type Administrator, the user will be granted to have the override privacy option by default (developed in A4L-8833)

so we need to inform the user who is creating an administrator that the created user will have this option as it is confusing us where the override privacy is granted by default.

The solution is to add to the success msg (after creating a user from setting or from the quick add form), a new sentence to say: This user has been granted the 'Override Privacy' option.

Also, we noticed that it works only on english interface where in other langs the user will not have this option! as we have a hard-coded value for english, so we need to find a solution may be to be solved in other task.

• Solution: we have added a new parameter in settings to define the administrator user group to grant access to override privacy when creating a new admin.

A4L-10966

This assignment involves enabling CP users to sign contracts/documents directly through the client portal rather than doing so as an external user.

The modifications will require creating APIs for CP users to facilitate the signing procedure.

A4L-10889

On the Add Time Entry screen from the Time menu option you have "attachment 1" while on the Time Entry screen from the New+ menu you have" attachment 2". 

I believe the operative word in these situations is “select” because you are selecting from a dropdown list.  One would use “choose” if you are not using a dropdown but instead displaying another screen, for example to choose a file. 

And to simplify it, if the field is labeled “Category”, then it is likely unnecessary to indicate what you are selecting.  So for most or all of these, you could just show “select” with a lowercase ‘s’ to indicate that it is a placeholder for an actual choice, all of which begin with an uppercase letter. 

A4L-10842

• on subject press tab go to body
• to/cc/bcc: if mouse click on subject auto blur to convert email to object

A4L-10645

A4L-10612

A4L-10343

the filter should be similar to the one in Management Dashboard -> Matters per status

A4L-10189

A4L-9792

the filter is being removed on hide/show details in the following Report screens:

Time Entries KPI report

Time Entries Detail By Client Report

Time Entries By Matter Report

Time Entries By Contract/Document Report

A4L-9364

A foreign currency gain (or loss) is realized when a payment is made against an invoice using an exchange rate that is different than when the bill was created.

Automatically we need to calculate the realized gains at the time the payment made.

A4L-12388

A4L-12377

A4L-12364

A4L-12272

A4L-12241

A4L-12223

A4L-12221

A4L-12214

A4L-12208

A4L-12194

A4L-12112

A4L-12084

A4L-12052

A4L-12037

A4L-11972

A4L-11954

A4L-11936

A4L-11885

A4L-11879

A4L-11867

A4L-11832

A4L-11831

A4L-11810

A4L-11803

A4L-11731

A4L-11721

A4L-11696

A4L-11694

A4L-11691

A4L-11686

A4L-11674

A4L-11664

A4L-11656

A4L-11597

A4L-11571

A4L-11563

A4L-11525

A4L-11511

A4L-11501

A4L-11488

A4L-11479

A4L-11471

A4L-11460

A4L-11435

A4L-11403

A4L-11399

A4L-11398

A4L-11397

A4L-11370

A4L-11358

A4L-11343

A4L-11254

A4L-11228

A4L-11112

A4L-11072

A4L-11070

A4L-10925

A4L-10764

A4L-10748

A4L-10685

A4L-10584

A4L-9664

A4L-9630

A4L-9500

A4L-8690

A4L-8689

A4L-8568

A4L-8565

A4L-8479

A4L-8474

A4L-8091