Legal Intake document instructions, live updates on Card View, Dashboard enhancements, bug fixes.
In this release:
- Legal Intake Documents -
- add instructions to document attachments on your intake form;
- set the document attachments or document links to be 'required' fields to ensure that your internal clients send through the information you require.
- Card View live updates (when 'live updates' are turned on in your Admin area) - will see updates by one user automatically updated on your Card View. To see information about 'live updates' click here.
- Bug fixes -
- Matters list - sorting by priority or risk was inconsistent. This has been fixed.
- Legal Intake:
- Rejecting Requests was only available to Location Admin. This has now been extended to all Request Admins.
- Deactivating Legal Intake forms did not show any activity. Now when a form is deactivated, it will become immediately inactive and be removed from the 'active' list.
- Status notes - copy and paste of rich text into the status note was causing the character count red text to appear randomly. This has now been fixed.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email email@example.com.