General Matter, iManage and NetDocuments enhancements, intake translation and more
In this release:
- General Matter - do you need to create a matter with no start or end date? You can now do this as a 'General' matter work type. See more information here.
- iManage enhancements - integration with iManage document management system has taken a significant step in this release, with the ability to link Xakia categories to templates, automatic syncing of metadata and more. See information on the configuration here and use of the integration here.
- NetDocuments enhancements - creating a matter from your Xakia Outlook add-in is handy, and now you can do this and create a NetDocuments workspace in one save.
- Legal intake translation - your internal clients can now select their preferred language, allowing you to configure request forms 100% in the language of choice. See more information here.
- Bug fixes:
- Internal contact was over-ridden when applying a template to a legal intake request. This has been addressed and the internal contact on the request now persists.
- Reference field filtering was failing when it included an ampersand. This has now been addressed.
- Edit saves were occasionally not updating to the user interface in a timely manner. This has been addressed.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email support@xakiatech.com.