Brightflag Enhancements, Save Documents from Intake Requests to NetDocuments, All Matters Dashboard Filters, iManage Folder Creation Enhancement, Bug Fixes
Save Documents to NetDocuments from your Legal Intake Requests: You can now save documents that are submitted through your Legal Intake requests directly to your designated workspace in NetDocuments.
You can also save documents from legal intake requests to your DMS spaces if you are integrated with SharePoint or iManage. Learn more about how to do this by following the instructions in this article.
If you'd like to see more information about integrating with NetDocuments, see this article, or reach out to email@example.com.
All Matters Dashboard New Filter: You can now filter by the top numbers in the All Matters Dashboard by simply clicking on the numbers (BAU, Project, Advice, Critical and External Resources) in order to better view analytics on these specific matters.
The filters you set will be sticky, but you can always select the "x" in the top left corner of any dashboard to reset your filters.
Brightflag Enhancements: Currencies and Exchange Rates for matters in Xakia will adjust to match the Brightflag exchange rate and currencies so that the total amounts will be consistent in Brightflag and Xakia. Learn more about integrating Xakia and Brightflag by viewing this article.
iManage Folder Options: The iManage integration automatically generates folders in your iManage workspace when a matter is created. We have updated this feature to include options when adding a new folder to a Workspace template in iManage. You can select to choose "Required", "Optional Folders", or "Workspace Creation" when the matter is created in Xakia.
View this article to see more information about our integration with iManage.
- If a currency set for the budget on a specific matter was different than the default currency set in Admin, it was defaulting to the location currency. This has been fixed.
- If your company uses multiple locations, it was not possible to add External Portal users to multiple company locations. This has been fixed.
- Disabling the SharePoint or iManage integration option did not complete. This has been fixed.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email firstname.lastname@example.org.