Introducing: A new external spend dashboard, email filing to SharePoint and more
We’ve made an enhancement when filing emails to SharePoint, zapped a number of bugs that were reported or observed and made further improvements to the user experience. 💪
💖 Outlook email filing to SharePoint enhancement
We've made it easy to find and sort emails when filing emails from Outlook to SharePoint. You can file emails from the Outlook add-in into your SharePoint folder with the following metadata for each email captured:
- Email from
- Email to
- Email date
- Email attachment (Yes/No)
- Email subject line
Read this article to learn how to get it set up.
🚀 NEW: External spend dashboard
Enjoy improved transparency and easily track and monitor spend from external resources with the external spend dashboard! The dashboard allows a user to break down invoice data by invoice date.
You can configure your charts by:
- Matter Manager
- Fee type
- Resource type
You can also filter by invoice component:
- Professional fees
Take it for a spin now by clicking on Analytics > Dashboards > External (Spend) in the top menu bar.
🌟 Multi-line custom text field
Due to popular demand, we’ve added a multi-line text custom field. The multi-line text field can be used to input larger amounts of text and is useful when capturing lengthy and descriptive data. Click here to learn how to set up custom fields.
🌟 General bug fixes & improvements
Filter options in new reports – alphabetical order
When setting up filters to new reports, options in the meta filter lists are re-ordered in alphabetical order with custom fields at the end.
Adding a task to a matter – additional options added for email reminders
When adding a task to a matter, there are additional options for email reminders:
- 30 days before task is due
- 60 days before task is due
Group by multiple hashtags on the Concise Matter List report
On the Concise Matter List report, hashtag grouping now works for multiple hashtags. This makes it easier to identify matters that have 2 or more hashtags
Unlink a matter from iManage workspace
When a matter is linked to an iManage workspace, an ‘Unlink’ button appears on the iManage slide-out. Clicking on the button unlinks the matter from the workspace. This button will only show if the ‘Link to existing workspace option’ is turned on for the integration in Admin.
‘Colour’ filter in Card View – coloured circles
When using the ‘colour’ filter in Card View, the coloured circles were not appearing when category, division or group were selected. This has now been fixed.
Sticky List View filters
The filters in the Matter List View were not sticky and kept resetting every time a user logged into Xakia. This has now been fixed.