In this release:
- Related Matters - the management of related matters has now moved to a sidebar (previously a tab) for ease of access and to reduce visual noise. Further information about managing related matters can be seen here.
- Document Management - the first iteration of Xakia's DMS is available with this release - this will allow you to activate the DMS and then add documents to a matter. Further enhancements will follow in coming weeks and months. Details can be seen here.
- Intake Dashboard enhancements -
- Multi-select intake request types
- More flexibility on widget selection within the dashboard (click on widget name to select other options)
- Custom fields on completion workflow - two fields can now be added to the completion workflow and will appear on the completion slide out
- Cancelled matters on reports - cancelled matters are now available within reports filters
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email email@example.com.