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.
- Attach documents on the fly to your email when sending invoices to the client.
- 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).
- A user will be able to create a bill approval center to handle the bill workflow
- The advisor portal now supports billing
- 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 | You can now attach documents to emails sent from within App4Legal | Attach documents on the fly to your email when sending invoices to the client. |
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). |
Improvement | A4L-7899 | Ability to add IP Logo | A user can upload an image as a logo to every Intellectual property |
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) |
New Feature | A4L-7757 | New Bill Approval Center | A user will be able to create a bill approval center to handle the bill workflow |
Improvement | A4L-7756 | Improved Advisor Portal UI/UX | |
New Feature | A4L-7177 | Zapier now supports Expenses | The aim of this feature is to support Restful APIs for Expenses. *DEV Plan:* - Expenses Form CRUD Functionality. - Support for Zapier |
New Feature | A4L-6969 | The advisor portal now supports billing | Advisors now are able to log time entries and create their own bills. |
Improvement | A4L-6651 | Advisor email notifications revamp | The email notifications sent to the Advisors are enhanced |
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... |
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