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  • App4Legal v9.7.0.0 Release Notes




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Important highlights from this release

  • Minor Bugs & Minor Improvements.


Issue TypeIssue KeySummaryDescription
New FeatureA4L-10517EmSigner integration cron job*HLD*

1- when a user signs using em signer, the signature_status_id will be added to a table so that we check the records of the table in the cron job

2- an em signer integration tab to be added to setup and configurations page to save (app key, secret key, base url, username, password)

3- the cron job will check every record in the above table, and if not signed yet, send a request to the middleware app developed by the ADD team containing all the data related to the integration saved in setup and configuration (app key, secret key, base url, username, password), else the record will be removed from the table in order not to be checked again
New FeatureA4L-10441Introduce Licensing Module for Adobe BundlesThe 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.
New FeatureA4L-10389Lump Sum additional features- Support Credit Note Prefix

 - Support filtering on Invoice prefixes in the Money dashboard
New FeatureA4L-10329STC-APIs|Integrate with Tekya so all requester’s Tasks list appears in the portal:

 APIs

 -             [Get] My Requests List By Username.

 -             [Get] My Tasks List By Username.

 -             [Get] Request details By Request ID.

 -             [Get] Process Actions Tracking (Actions History)

 Â Â Â Â Â Â Â Â Â Â Â Â Â Â  By Request ID.

 -             [Post] Open Task

 -             [Post] Action Task

 -             [Post] Edit Request|
New FeatureA4L-10265Develop Custom Dev for RCUThe primary aspect involves developing a connection with SAP ERP Ariba.



This integration encompasses the following specifications:

 # When the contract in ERP Ariba achieves a specific approval level, it should be included in App4Legal through the integration.

 # Once the contract is approved in App4Legal, it must be returned to ERP Ariba.

 # In ERP Ariba, the approval from the legal department should be marked as complete.

 # After the contract completes the workflow in ERP Ariba and is signed, the final signed document needs to be sent back to App4Legal.
New FeatureA4L-10191Develop Custom Dev for Solution By STCThe main feature includes developing Tibco Integration which involves fetching the PR number and other fields from Tibco and linking the PR number to the newly created contract from the client portal.


Also, the supplier and customers will be fetched and saved into the app4legal database.
New FeatureA4L-10051Email Engine Support Exchange Server
New FeatureA4L-9878Integrate with emSigner Signature ServiceA new digital signature service has been introduced to be integrated with App4Legal. This new integration is with *EmSigner* digital signature service.

In contra module when navigating to the signature center, the user can choose the *EmSigner* workflow.


When the signee clicks on the sign button, the signee will be redirected to the App4Legal-Sayen app developed by ADD team.


*Note:* This e-sign integration is very similar to *Emdha* as it's *Emdha* but with Model-1.
New FeatureA4L-9749Integrate With UAE Pass Signature ServiceA new digital signature service has been introduced to be integrated with App4Legal. This new integration is with *UAE Pass* digital signature service.



In contra module when navigating to the signature center, the user can choose the *UAE Pass* workflow.



When the user clicks on the sign action for *UAE Pass*, a new window should be opened that renders the App4Legal-UAE-Pass app developed by ADD team.
New FeatureA4L-8006Add Email Templates* form for creating and editing invoice email templates: template name, subject, cc, bcc, message.

 * option to add variables inside editor and subject.

 * add a dropdown of existing templates inside the email compose depending on the module [ex: invoice then get invoice email templates]
ImprovementA4L-10541Internal Task - Move vuejs tour fork library from online to be offlineMove vuejs tour fork library from online to be online



*For testing:* you need only to check if walk-through in add matter work normally in more than one language 
ImprovementA4L-10472Adjust Error Messages[https://documentation.app4legal.com/display/ATLR/Revamp+Error+Messages...|https://documentation.app4legal.com/display/ATLR/Revamp+Error+Messages]



[ |https://documentation.app4legal.com/display/ATLR/Revamp+Error+Messages]
ImprovementA4L-10384Webhook events improvements- 2 new fields to be added to contract: contract_provider and external_id

- v2 add contract api should support adding these fields

- contract_approved webhook_callback should retreive these fields when triggered
ImprovementA4L-10366Client Portal- Remove Search Box and Customize Home Page1- When there is no requests on the CP home page or the requests are hidden, the search for a request box should be removed

2- Add a field to customize the message on the home page( under the welcome message) from the Client portal setup and configuration

ImprovementA4L-10330Add default client to the systemAdd in the settings, a new default value for "matter client" under "default values", if set, then in Matter Add Form to be set as default.
ImprovementA4L-10299Add new column to Time Entries per Month ReportAdd two columns to the report to show the total time entries (invoiced + collected)
ImprovementA4L-10280Success message when deleting a reminderwhen deleting a reminder, a confirmation message should appear in addition to a success message after deletion
ImprovementA4L-10247Add column to task roll session reportcolumn that shows the last comment on a task in a limited nb of characters and when putting the mouse over the text then we need to display the full comment. In export, we need to show the full content of the comment.

h3.  
ImprovementA4L-10189Enhance App4Legal Messenger APIs for Improved Chat FunctionalityThe objective of this task is to enhance the functionality of the App4Legal Messenger APIs by expanding their capabilities to better meet the requirements of the App4Legal Messenger application.



The specific enhancements that will be implemented are:

 # Enhancing the process of retrieving chat messages: The existing method of fetching chat messages will be improved to provide a more efficient and reliable way of retrieving and displaying conversations within the app.

 # Obtaining a list of recently engaged participants: A new feature will be added to the APIs that allows the app to retrieve a list of participants who have recently participated in chats, making it easier for users to keep track of their recent conversations.



By implementing these enhancements, the App4Legal Messenger app will benefit from improved performance and usability, providing a better overall user experience for its users.
ImprovementA4L-10127AP: Implement branding and refactor stylesDefine a clear vision for the desired branding and user interface (UI) design improvements.

Update the stylesheets, components, and layout to align with the new branding guidelines.
ImprovementA4L-10107Eastnets- The "Allow Clients to Add Contacts through Requests" is enabled and not able to add it from the CP The "Allow Clients to Add Contacts through Requests" is enabled and not able to add it from the CP if we're using  "Templates" 
ImprovementA4L-10099Aida Holding- Edit Milestones from cpWe need to let the cp user edit the milestones from their end



Add it in the CP settings as a configuration, Allow cp users to edit milestones (only collaborators license or both)
ImprovementA4L-10068Pass License Id To Marketplace For Self HostedThis task includes passing the license Id as the instance Id to the marketplace app for self-hosted instances only.



Currently, the instance Id is passed with a zero value as self hosted instances don't have instance Ids. Thus, this needs to be changed by passing the license Id of the core module for this self-hosted instance.
ImprovementA4L-10055Upgrade React and its dependencies to the latest versionsUpgrade React and its dependencies to the latest versions
ImprovementA4L-10049Ability to add SLA from matter pagein matter page -> SLA window:

it's better for the user to avoid dead-end pages when there is no SLA running on the matter as shown below.

So we can enhance it by putting a link for the settings to add SLAs to open in another tab to setup an SLA and thus we can put a refresh icon like the one in the below screenshot in order to let the user refresh the tab and not the whole page when adding an SLA in another tab.

ImprovementA4L-9997DIB Request: Add Modified On and By to the litigation and corporate matters GRID
ImprovementA4L-9994Ali Bin Ali- Prevent editing or adding attachments from cpAfter the contract is approved, the cp user should not be able to edit/add/delete any attachments. Only to be able to open the existing in view mode.
add this is in the settings as an option

ImprovementA4L-9974Adjustments to Turkish Translations phase 2Below you find attachments for the new translations for tutkish language.

If you have any question about the new turkish translations then you can contact directly Eliz Gurler via slack.


Note: Turkish text of the screenshots can be found attached in phase 1 :: A4L-9675 
ImprovementA4L-9962Habib El Mulla- Export user rate per hourCan we have the option to export in excel/pdf the User Rate Per Hour Report.


ImprovementA4L-9957Delegation for contract approvers and signeesThe delegation feature works as a reassignment of records, where in case a certain user is going on a vacation, then the alternative user can be the assignee on his/her records instead.



The requirement is to improve this feature to also include approvers and signees on contracts. So in case an approver or a signee is going on vacation, then another user should take his/her place in order to approve or sign the contract.



This should work on Collaborators (CP users) as well, not just core users.

We will be adding the OOO feature for CP users.



*+Note+*: When dealing with CP users, they either need to have type "*Both*" or "*Collaborator*" so they can be included in the delegation and use the out of office feature.

Also when delegating or selecting an alternative user for a CP user, the users involved must belong to the same company. 
ImprovementA4L-9956Defaulting Invoice NotesIn the Money settings -> Invoice Notes we should default the invoice note being used.



when creating an invoice the default invoice note will be automatically selected.
ImprovementA4L-9796Al Khayat- CP reportAKI want to be able to generate a report/filter on client portal requests showing the departments the requests come from. Let's say CP users from different or common departments submit requests, the a4l user wants to be able to see from which departments the requests are coming and not just the name of the requester.



Umar's suggestion:

Each client portal user can be assigned a "company"

-> We can set the companies as "HR Department", "Insurance Department", etcbut we can't view the company from the request/contract page for now
ImprovementA4L-9795East Nets- Add link in client portalThe ability to add a link (one drive, google drive) or attach a document from the client portal request.

 * A field can be added in addition to the existing one where we can attach a doc, this field is related to a link.

 * This field is to be added in both requests: matters/contracts.

 * From the core side this field should be available in the general info tab (custom field) under matters and in the details section under contracts.

 * This field should be a clickable link, where it will open directly a new tab or in the same tab.



Add custom field of type url(hyperlink)(to be added to the cp request types as well)
ImprovementA4L-9507Global Diligence- Add custom fields to the columns in the persons gridability to choose the custom fields in person grid -> columns drop-down with the same way and limitation of custom fields in company grid
ImprovementA4L-9506Replace App4Legal Logo in Email with Our LogoIn the notification email received from App4Legal, we are using an email from our own domain ([Zamil.com|http://Zamil.com]), but we would like to also see Zamil Legal logo in the email instead of App4Legal. Please see the attached screenshot.
ImprovementA4L-9364Support for Foreign Exchange Gain/Loss in BillsA 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.
ImprovementA4L-8017Al Fanar- Email notification to the client when a request in CP is created (ticket or contract)  then we need to send an email notification to the requester as follows:



Hi %requester_name%,

Your request has been created.



Name: %matter_name% ({color:#de350b}what about contract?{color})



Assignee: %matter_assignee% or %contract_assignee%



Creation Date: %created_on%



Due Date: %matter_due_date% ({color:#de350b}what about due date in contract?){color}



In Arabic:



...



.لقد تم استلام طلبك و سوف يتم العمل عليه



...
BugA4L-10253Add missing folders for cloud instances
BugA4L-10216Saving and creating another Task is not related by default to matter/contract
BugA4L-10193System Maintenance section in settings to be hidden for cloud instances
BugA4L-10145All kendo Grids are not loading data on the first time
BugA4L-10136Inaccurate data in reports related to invoicing
BugA4L-10031Custom Field "Upload Document"  error handling


BugA4L-9910All language values are mandatory in settings 


BugA4L-9843Long text is not displayed in grids
BugA4L-9759Show Transactions  not opening the Related Payment
BugA4L-9419Intellectual property redirecting to the dashboard
BugA4L-9340Time Entry Validation and Regression
BugA4L-9291Missing actions in the permission scheme



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