Print a Call Log from a Matter
You can now print a call log from the matter directly within the Call log tab, same as from your To-do list. Just right click on a call log or click the ellipsis button to choose Print.
Hover over Note on Attention items to view Full Text
You can now simply hover over the note on items in attention to read the full text without having to expand the columns.
For more info on how to mark items for attention, please see article
here.
Create Folder when moving Documents
You can now create a new folder in a matter when choosing to add a document to a folder.
To learn more about managing document folders, please see article here.
Notifications for Uploaded Documents
Documents successfully uploaded will now show up only briefly and then disappear, to not clog up your notifications list. Only failed document uploads will stay in the notifications section.
The Bcc section has been updated to work the same way as the To and Cc field
When you now click the “Bcc” button, the Find Contacts panel will appear, allowing you to search for the matter's contacts - following the same behavior as To and Cc.
'Share All' Documents option in Client Connect
You can now select Share All option within Client Connect/Sharing tab to make it easier for you to share all documents with the client if needed quickly, without having to click on each document. You can then remove any documents you don't want to share from the top list if needed.
Bug Fixes:
Client Connect:
- Handle error when document upload fails
- "Download All" button is visible even when there are no documents in the matter