Important highlights from this release
- A user can lock and unlock a document in App4Legal while editing it so that one user can edit it at a specific time.
- Contracts in App4Legal can now include watermarks.
- Adding more widgets to the dashboards for better performance management.
- Contra Dashboard has new functionalities and a new look & feel.
- Now you can easily assign multiple cases/matters using bulk assignment.
- Log and Track time entries to your contracts and agreements.
- Auto-assign contracts when a user is out of office.
- Companies now include new tab called company branches.
- Now a user can tag another user on the level of each contract in Contra.
- Minor Bugs & Minor Improvements
| Issue Type | Issue Key | Summary | Description |
|---|---|---|---|
| Improvement | A4L-8572 | Quick contract enhancement | # Edit the contract right section order : People --> Dates --> Notifications --> Privacy # Make people , dates, notifications uncollapsed by default # Add signees as Authorized Signatory (this point to be discussed) # Add approvers/signees users as contributors |
| New Feature | A4L-8501 | Locking a document while editing it | A user can lock and unlock a document in App4Legal while editing it so that one user can edit it at a specific time. The user can also lock, unlock, and refresh the document |
| Improvement | A4L-8469 | Renaming the "Contracts" Tab to "Contracts & Documents" | the sub-menu should be as follow: * List all * List Clauses * Awaiting approval * Awaiting signature |
| Improvement | A4L-8453 | Watermarks on the contracts | Contracts in App4Legal can now include watermarks |
| New Feature | A4L-8451 | Optimized security on the level of documents | When the document is uploaded, it is encrypted before saving and it is decrypted before downloading it. |
| Improvement | A4L-8413 | New default values tailored per country in different languages | New Sample date for Practice Areas, Corporate Matter Stages, Client Portal and Common Configurations |
| New Feature | A4L-8364 | Two widgets were added to the dashboard management | The following widgets were added to the dashboard management:
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| Improvement | A4L-8363 | Action makers in App4Legal can disable/Enable receiving emails for their own actions. | A user can Enable/Disable receiving email notifications whenever an action taken by him in App4Legal |
| Improvement | A4L-8362 | Revamp of Contra Dashboards | The contra dashboard has been revamped including new look and feel and the ability to drill-down using the charts |
| Improvement | A4L-8359 | Revamp of Money module Dashboard | The Money module dashboard has been revamped including new look and feel and the ability to drill-down using the charts |
| Improvement | A4L-8259 | New design for Contra approval email | |
| New Feature | A4L-8156 | Bulk assignment of Matters and Cases | In the Matters/Cases grid, a user can assign multiple cases/matters to a specific teams/assignee |
| Improvement | A4L-8149 | Adding notes count in contract details | |
| Improvement | A4L-8145 | Add related time logs to the contract | Now a user can log and track time entries to a contract |
| New Feature | A4L-8125 | Auto-assign contracts when a user is out of office | Whenever a contract is created with assignee, we need to check the assignee if he/she is out-of-office then re-assign the contracts to the alternative user then send notification |
| Improvement | A4L-8096 | Control contracts privacy settings | A user can choose to make contracts private by default. |
| New Feature | A4L-8084 | Company Branches is now available under companies | Companies now include new tab called company branches. |
| New Feature | A4L-8070 | Tag users in Contra | Now a user can tag another user on the level of each contract in Contra. |
| New Feature | A4L-8005 | Support DMS APIs + attach documents from DMS inside email compose | * add attach a document from email compose attach menu * update DMS APIs to consider channels other than the advisor portal * at the top add a dropdown with types ex: [Docs, Invoice, Matter 1(related invoice), Matter 2, Contact Docs (Company/Person)] * at the footer show list of the selected documents * list of documents related to the specific type and navigate between folders. * add download and select option for the document * add documents to the composing email Created and updated DMS APIs: * list documents * view document * get document info * download document * get file content [binary or base64] * preview document as pdf [for office documents] * download selected documents as zip * create empty directory * upload file * update document with new file * upload multi files * upload directory with content * upload template * rename file * rename directory * move file(s) to another directory * share folder change privacy * show/hide toggle in AP * show/hide toggle in CP * update lock status * update file info (name, status, type, comment,..) * edit multi documents info * delete document * get folders list * list file versions * get template variables * generate template |
| Improvement | A4L-8000 | Internal Task - add log type in logs | |
| New Feature | A4L-7992 | New UI/UX for Task Form | |
| Improvement | A4L-7977 | Assigned Team when viewing Invoices | Dear Team, please advise if it's possible to include the 'Assigned Team' column when viewing invoices under the money module. This option is not available under more columns options. |
| New Feature | A4L-7976 | Adding New Dropbox Integration for App4Legal 360 Docs | A new Dropbox integration will be added to the set of *App4Legal 360 Docs* integrations that have been developed with different cloud management solutions (GDrive, SharePoint, OneDrive). Eventually, the configuration for enabling/disabling the Dropbox integration should appear in the *App4Legal integrations* page in the *System Preferences* section. Upon enabling this integration, a new tab for Dropbox will appear for modules that use related documents. Also, a release script needs to be prepared in the purpose of migrating from the current Dropbox integration to the new Dropbox integration for clients who have their Dropbox accounts synchronized with their App4Legal instance. Finally, all the unneeded source code related to the current Dropbox integration will be removed in the core app as the current Dropbox integration will be discarded. |
| Improvement | A4L-7972 | Walkthrough for Money Module | [https://documentation.app4legal.com/x/lYFoBQ] |
| New Feature | A4L-7955 | Revamp Core Dashboards Phase 2 | Introduce syncfusion library for implementing modern widgets. Render all widgets with syncfusion charts 4d (/) add drilldown functionality with syncfusion drilldown and render syncfusion server side grid component 5d (/) on add widget form: add input 'choose type of widget' (the user will be able to choose the widget to be visualized in multiple ways example as barchart, piechart... 1d preview widget type: on widget the user can preview the widget in other chart (example the widget is barchart he can click piechart icon to view it as bar chart 1d edit widget type 1d |
| New Feature | A4L-7952 | Time Logs Support on Zapier | |
| Improvement | A4L-7937 | share documents in contract | - documents are being locked when shared twice with same user (/) - documents are not saving for external users because of created by (/) - when a document is edited, the document being edited remains the old version(not the edited one) (/) - otp shouldn't be renewed on every refresh (/) - apis that return the list of people already have access to this document (/) |
| Improvement | A4L-7930 | Contract Collaboration Enhancement | # right side menu containing approval center # fixed design for the draft and collaborate tab # in contracts edit collapse left side menu # enhance negotiation view # Fix OTP password to one time copy paste # Title should be capital letter # when the external open the document and try to refresh the page should not resending the OTP again # notification on save change by email |
| Improvement | A4L-7922 | Missing data in time grid | Show the matter name, matter ID and client name beside the task ID when the task is linked to a matter in the time logs grid |
| Improvement | A4L-7919 | Add/Edit Approvers Design Enhancement | * new order : ** approvers then --> approval order --> additonal fields (link) (/) * label not required (/) * approvers' names should appear if label is empty (/) Same for signees (/) # in contracts edit collapse left side menu (abed (/)) # contract opens on the draft and collaborate tab (/) # new design for add/edit approvers/signees (/) # add color code for each approver/signee (/) # edit on the backend # add set approval checkbox # make add and edit in same popup # make approver/signee draggable (/) |
| New Feature | A4L-7918 | auto-assignment when a user is out-of-office | * at the level of the User Profile, the user can specify the out-of-office (On/OFF) and when OFF the user should specify the alternative user to work on the matters on behalf of him/her * if the user is out-of-office and he/she was received an assignment on a matter from the core or ticket from CP, then we need to notify other users to handle/work on the ticket/matter * whenever a matter is created with assignee (API, core, CP, AP,...), we need to check the assignee if he/she is out-of-office then re-assign the matter to the alternative user then send notification |
| Improvement | A4L-7899 | Sader- IP Logo | From Add screen: the ability to attach an image as a logo. Once uploaded it will be like the below !image-2022-06-01-11-46-25-470.png|width=765,height=289! the ability to change it when click on it. |
| Improvement | A4L-7897 | Sader- Client/Owner to be changed | Client/Owner should be split into two fields: client and applicant. !image-2022-06-01-09-38-40-693.png|width=489,height=356! |
| Improvement | A4L-7820 | Showing the time period spent between the first phase of the contract until its signature | to add a timeline with the time spent once adding a new contract until its signed (in contract details and grid) |
| Improvement | A4L-7819 | contracts new widgets | # to add a new widget with contracts approved per year(with contract type filter) # to add a new widget with contracts signed per year(with contract type filter) # to add a new widget with contracts signed per applicable law per year |
| Improvement | A4L-7774 | East Nets-Client Portal-3 | If I start a negotiation, do I have the option to make it internal not showing to the requested by user in the client portal? (we need to have the option to make it visible or not to client portal users. received by:Umar |
| New Feature | A4L-7757 | Bill Approval Center | Create a bill approval center to handle the bill approval workflow take the approval steps into consideration in the Bill workflow API |
| Improvement | A4L-7756 | AP Glitches | * UI glitches : ** Reduce the size of the status filter in the Bills list in the AP *(Done)* ** re-arrange the dates fields in the AP *(Done)* ** add tab for the logs in the case form in the AP *(Done)* ** reduce the font size in the tabs in the case form in the AP *(Done)* ** add thousands and millions separator in the AP *(Done)* ** make the files input multiple in the bill form in the AP *(Done)* ** fix the "is visible on advisor" label in the accounts form (core) *(Done)* ** translate the statuses in the bill form (core) *(Done)* ** add separator between the statuses and the export action in the bill form *(Done)* ** prevent submit empty bill *(Done)* ** check time logs list in the Bill form *(Done)* * split the emails to 2 groups ap and core *(Done)* * In the email scheme, make the schemes editable and use 'bill' instead of 'voucher' *(Done)* |
| Improvement | A4L-7748 | Change the button place in Advisor portal | |
| New Feature | A4L-7690 | Revamp Invoice UI/UX | *Phase 1: Setup Standalone Project (1 Week)* - Setup the project inside an iframe used globally in the CodeIgniter project (/) - The Project should follow a clean scalable structure (/) - Setup Global State Management Store (/) - Setup Router (/) - Setup Global Authentication (/) - Setup Passing data in and out of the iframe (/) - Setup Translations Files (/) - Setup RTL Support (/) - Setup Encryption for local/session storage (/) - Setup Exception handler - Use build on production (/) - Handle Security Concerns - Build API Service - Add Bitbucket Pipeline to build the project on push *Phase 2: Revamp Invoice (5 Weeks)* o Add Client (/) o Change Discount Levels (/) o Edit Client (/) o Edit Invoice Number (/) o Link Matter Containers (/) o Show Account Number in Client Lookup (/) o Exports o Show/Hide Elements (/) o Add Matters (/) o Add Time logs/Expenses (/) o Add Expenses Without Matters (/) o Convert Invoice Status (/) o Reminders (/) o Partner Shares (/) o Credit Note (/) o Debit Note (/) o Replace jQuery Modal with Bootstrap Modal o Add Client on the fly (/) o Auto generate Invoice Number (/) o Edit Exchange Rate (/) o Implement Calculations (/) o Scale UI Elements with respect to Screen size (/) o UI Enhancements for step components (/) o Add Loader to the page (/) o Implement Custom Filters for matter table (/) o Add the ability to Sync Bill to data from company/person info (/) o Edit Bill to field in step 1 (/) o Make matter id clickable in the matters table (/) o Handle Case no default template or no template o Time log Summary o Merge Time Logs (/) o Add Tax on the fly (/) o Add the ability to add discount and taxes for linked expenses o Revert Time Logs/ Expenses Status (/) o Change Invoice Approval (/) o Delete Invoice (/) o Add Invoice From Quote (/) o Export Partner Statement o List Taxes in Export o Use Money Labels in viewing invoice o Spell Out Number total o Decompose Routes into chunks o Swagger Edit o TinyMCE fix allowed domains (/) - Testing |
| Improvement | A4L-7651 | Repalce Support link by JIRA Support Window | when clicking on the Support link in footer !screenshot-1.png|thumbnail! we need to open the below window instead of redirecting the user to Jira Service Desk !screenshot-2.png|thumbnail! |
| Improvement | A4L-7587 | Add new fields to Expenses Grid | *Client's Requirements*: If task is link in a matter, can we have a report showing the expenses per task under one matter? *High Level Design*: we need to add the practice area and task title to expenses grid: columns, search and exported excel |
| Improvement | A4L-7333 | be able to add comment directly in the Time grid | meeting with Key stone: they suggested being able to add directly a comment from the time grid once they click on the comment field. !image-2022-03-21-15-41-48-095.png|width=503,height=177! Thanks, |
| New Feature | A4L-7177 | Expenses API | The aim of this feature is to support Restful APIs for Expenses. *DEV Plan:* - Expenses Form CRUD Functionality. - Support for Zapier |
| Improvement | A4L-7120 | API models refactoring | |
| Improvement | A4L-6989 | Trust Funds - Bank Account & Record Payment | h3. Problem 1 When adding a new trust fund for a client, the asset account (Bank, Cash, etc..) is not being reflected. Example: If a client gave a law firm 10,000 USD as a trust fund, the money should be reflected in one of App4Legal assets accounts (Bank or Cash). Whereas in real life, this money was either physically handed or transferred to a bank account. h3. Problem 2 When recording a payment from a trust account, and depositing (deposited to) the amount to an asset account (Bank, Cash), this account shouldn't be credited as the law firm has already received the money. Example: Law Firm received 10,000 USD as trust fund from Client A as a bank transfer (BankAccount-1). An invoice is created for Client A for the amount of 1,000 USD, currently, if a payment is recorded, the bank account will be credited for that amount, this is wrong the money in the bank should stay as is when paying using trust. h3. Solution # When adding a trust fund, we need to add a "deposit to" which will bring assets accounts (bank, cash, etc..) # When recording a payment, we don't need to re-deposit the money in the bank/cash |
| New Feature | A4L-6969 | AP billing | |
| Improvement | A4L-6651 | Advisor email notifications revamp | The email notifications that are being sent to the Advisors should have the following enhancements: # In the advisor registration email change the core user email by his name. # Matter assignment notification email: * Add the instance name in the email subject. * Add the matter subject and other some metadata. |
| New Feature | A4L-6448 | Contracts Importer | A contracts importer similar to that of the Matter/Case one Requires support for importing custom fields too (like matter import) due to the nature of Contracts. Approvals and Signatory to be assessed too... |
| Improvement | A4L-6322 | SLA Management - add columns to table | Add columns for start and stop(sla for matters and contracts) |
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