Custom fields in completion workflow, Reporting enhancements
In this release:
- Custom fields on completion workflow - drag and drop a custom field on to your completion slide out, allowing you to capture information required at the close of a matter. See more information here.
- Panel / non panel flag - mark your external resources as being a panel or non-panel firm, bringing your panel firms to the top of your resource list when making a selection in a matter. More information here.
- Entities / Parties saving - you can now save entities and parties at matter inception.
- Reporting enhancements - Reference field is now included on all excel list reports.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email email@example.com.