Release Notes: Difference between revisions

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Updates typically affect multiple system components. Notes which relate specifically to the [[Desktop App]] are marked separately.
Updates typically affect multiple system components. Notes which relate specifically to the [[Desktop App]] are marked separately.


== Latest Version (Build 250509) ==
== Latest Version (Build 251107) ==
Only the Desktop App was updated in this build.


* '''Documents'''
** [Fix] Email templates containing tables could not override the width using styles/classes.
** [Fix] Auto-mapping feature for template configurations (Desktop App).
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
** [Change] Improved consistency of mapping options for assets.
** [Change] Default content specifications for emails now include the sender's name.
** [New] Ability to nominate a successor when deleting a document type.
* '''Matters'''
** [New] Granular permissions for custom fields on matters.
* '''Workflow'''
** [Fix] Exporting processes containing forms.
** [Fix] Updating dependencies in processes during merge/replace.
** [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
* '''Other'''
* '''Other'''
** [Fix] Windows 10 compatibility.
** [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
** [Fix] Spaces in text fields that did not permit them.
** [Fix] Literal text inside expressions could be modified during evaluation.
** [Change] Record memos from task/calendar item editor.
** [Fix] Processing escape characters inside Markdown.
** [Change] Middle-click hyperlinks to open tabs in the background.
** [Fix] Copying some text content to the clipboard (Desktop App).
** [Change] Microsoft Teams commands for members.
** [Fix] Encryption routines would sometimes fail due to incorrect implementation.
** [Change] Improved client/server version management.
** [Change] Improved performance when editing expressions (outside of content specifications) (Desktop App).


== Previous Version (Build 250417) ==
== Previous Version (Build 251027) ==


*'''Accounting'''
** [Fix] Pre-filling transaction particulars from contacts.
** [Change] Transactions can now be held for review.
** [Change] Transaction authority can now be revoked.
** [Change] Improved editors for invoice allocations and disbursement write-offs (Desktop App).
** [Change] Warning if transaction particulars differ from financial entries on payee.
** [New] Transaction fees and surcharges (including credit card surcharges).
** [New] Transaction requests listing.
* '''Billing'''
* '''Billing'''
** [Fix] Clients not notified when time records changed/deleted by work items.
** [Fix] Items on quotes created using rules did not apply charge policies.
** [Change] Invoice templates can now draw upon product charge policies.
** [Change] Moved "Do Not Disturb" toggle to main window (Desktop App).
* '''Calendar'''
** [New] Invoices can now be finalised using rules.
** [New] Read/unread status for task/calendar items.
** [New] Historical code for invoices.
* '''Contacts'''
* '''Contacts'''
** [Fix] Duplicate detection.
** [New] Pairs of contacts can now be marked "not duplicates" via relationships.
** [New] Financial entry verification.
* '''Documents'''
* '''Documents'''
** [Fix] New blank document command (Desktop App).
** [Fix] Copying clauses containing tables (Desktop App).
** [Fix] Invalid markup when inserting tables into Word documents.
** [Fix] Deleting party definitions from document types.
** [Fix] Authentication errors (DMS App).
** [Fix] Changing between plain text and Markdown format in template editor (Desktop App).
** [Fix] Potential race condition when deleting documents.
** [Fix] Template configuration not reflecting changes in asset hierarchy (Desktop App).
** [Fix] Better detection of inline attachments to emails.
** [Fix] Uploading blank documents to MinIO stores.
** [Change] Convert from MSG to EML before extracting attachments.
** [Fix] Issues with default behaviour for document assets when used as attachments.
** [Change] Streamline page counting for PDFs.
** [Fix] Race condition when checking documents out.
** [New] Bottom-up mode for creating briefs.
** [Fix] Document descriptions using parties on matter instead of parties on the document.
** [New] Additional document conversions.
** [Change] Emails now open for editing in Outlook on the Web if Classic Outlook is not installed (Desktop App).
** [New] Page stamping for PDFs.
** [Change] Prompt to copy an existing template configuration (Desktop App).
** [New] Add default content (assets, content specifications and requirements) for email/SMS templates.
** [New] Automatic mapping of assets in template configurations (based on asset names) (Desktop App).
* '''Matter'''
** [Fix] Erroneous "party not in conflict" message when updating clients/parties.
** [Change] Additional options for related contact assets.
** [New] Linking Trust/CMA authority documents.
** [New] Matters can now be commenced/concluded using rules.
* '''Workflow'''
* '''Workflow'''
** [Fix] Updating addresses and communication entries using rules.
** [Fix] Nested rules executed in the wrong order after resuming the process.
** [Fix] Potentially unreachable entry points.
** [Fix] Copy/paste nested blocks in forms (Desktop App).
** [New] Additional rule types.
** [Fix] Conditions/expressions for blocks on forms not evaluated in page order.
** [New] Indirect activities, treat processes as activities.
** [Fix] Task/calendar items preventing processes from ending.
** [New] Process categories.
** [Change] Completing/cancelling a form now immediately resumes the process (instead of scheduling a daemon job).
** [Change] Labels on form controls can now be updated by rules.
** [Change] Controls on forms can now bind to the current asset in a repetition block.
** [Change] Table functions now work with table controls (as well as table fields).
** [Change] Choice controls can now store either the choice text or the number (starting from 1).
** [Change] Hidden form controls are now treated as empty.
** [Change] Processes can be treated as activities in respect of a particular asset (allows pre-filling).
** [Change] Processes treated as activities can now skip the "Start Process" wizard (Desktop App).
** [Change] Document assets in processes can now be associated with a specific document type (affects rules).
** [Change] Editing assets in processes now consistent with document template editor (Desktop App).
* '''Other'''
* '''Other'''
** [Fix] Expressions with mixed data types.
** [Fix] Performance/reliability of automatic tooltips for trimmed text (Desktop App).
** [Change] Improved user experience for activities launched from editors (Desktop App).
** [Fix] Various items permitted creation of invalid relationships.
** [Change] Implemented change detection in various editors.
** [Fix] Commands on activity popup causing mouse input to lock up (Desktop App).
** [Change] Updates to design language (Desktop App).
** [Fix] User unable to interact with subsequent dialog boxes (Desktop App).
** [Change] Improved user experience when working with editable grids (Desktop App).
** [Change] Percent sign now implicitly added to percentage fields (Desktop App).
** [New] Audio player/recorder plug-in (Desktop App).
** [Change] Presentation of search options (Desktop App).
** [New] Microsoft Teams plug-in (Desktop App).
** [Change] Presentation of advanced options (now "advanced mode") (Desktop App).
** [New] External linking to resources (Desktop App).
** [Change] Improved user experience when adding new roles/fields that already exist (Desktop App).


== Earlier Versions ==
== Earlier Versions ==


* [[Release Notes Build 251013|Build 251013]]
* [[Release Notes Build 250926|Build 250926]]
* [[Release Notes Build 250912|Build 250912]]
* [[Release Notes Build 250905|Build 250905]]
* [[Release Notes Build 250814|Build 250814]]
* [[Release Notes Build 250717|Build 250717]]
* [[Release Notes Build 250627|Build 250627]]
* [[Release Notes Build 250612|Build 250612]]
* [[Release Notes Build 250509|Build 250509]]
* [[Release Notes Build 250417|Build 250417]]
* [[Release Notes Build 250213|Build 250213]]
* [[Release Notes Build 250213|Build 250213]]
* [[Release Notes Build 250106|Build 250106]]
* [[Release Notes Build 250106|Build 250106]]
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241129|Build 241129]]
* [[Release Notes Build 241129|Build 241129]]

Latest revision as of 10:09, 7 November 2025

This page lists the changes in each software update for ContactsLaw.

Updates typically affect multiple system components. Notes which relate specifically to the Desktop App are marked separately.

Latest Version (Build 251107)

  • Documents
    • [Fix] Email templates containing tables could not override the width using styles/classes.
    • [Fix] Auto-mapping feature for template configurations (Desktop App).
    • [Fix] Saving changes to template configurations after asset hierarchy has changed.
    • [Change] Improved consistency of mapping options for assets.
    • [Change] Default content specifications for emails now include the sender's name.
    • [New] Ability to nominate a successor when deleting a document type.
  • Matters
    • [New] Granular permissions for custom fields on matters.
  • Workflow
    • [Fix] Exporting processes containing forms.
    • [Fix] Updating dependencies in processes during merge/replace.
    • [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
  • Other
    • [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
    • [Fix] Literal text inside expressions could be modified during evaluation.
    • [Fix] Processing escape characters inside Markdown.
    • [Fix] Copying some text content to the clipboard (Desktop App).
    • [Fix] Encryption routines would sometimes fail due to incorrect implementation.
    • [Change] Improved performance when editing expressions (outside of content specifications) (Desktop App).

Previous Version (Build 251027)

  • Billing
    • [Fix] Items on quotes created using rules did not apply charge policies.
    • [Change] Moved "Do Not Disturb" toggle to main window (Desktop App).
    • [New] Invoices can now be finalised using rules.
    • [New] Historical code for invoices.
  • Contacts
    • [New] Pairs of contacts can now be marked "not duplicates" via relationships.
  • Documents
    • [Fix] Copying clauses containing tables (Desktop App).
    • [Fix] Deleting party definitions from document types.
    • [Fix] Changing between plain text and Markdown format in template editor (Desktop App).
    • [Fix] Template configuration not reflecting changes in asset hierarchy (Desktop App).
    • [Fix] Uploading blank documents to MinIO stores.
    • [Fix] Issues with default behaviour for document assets when used as attachments.
    • [Fix] Race condition when checking documents out.
    • [Fix] Document descriptions using parties on matter instead of parties on the document.
    • [Change] Emails now open for editing in Outlook on the Web if Classic Outlook is not installed (Desktop App).
    • [Change] Prompt to copy an existing template configuration (Desktop App).
    • [New] Add default content (assets, content specifications and requirements) for email/SMS templates.
    • [New] Automatic mapping of assets in template configurations (based on asset names) (Desktop App).
  • Matter
    • [Fix] Erroneous "party not in conflict" message when updating clients/parties.
    • [Change] Additional options for related contact assets.
    • [New] Linking Trust/CMA authority documents.
    • [New] Matters can now be commenced/concluded using rules.
  • Workflow
    • [Fix] Nested rules executed in the wrong order after resuming the process.
    • [Fix] Copy/paste nested blocks in forms (Desktop App).
    • [Fix] Conditions/expressions for blocks on forms not evaluated in page order.
    • [Fix] Task/calendar items preventing processes from ending.
    • [Change] Completing/cancelling a form now immediately resumes the process (instead of scheduling a daemon job).
    • [Change] Labels on form controls can now be updated by rules.
    • [Change] Controls on forms can now bind to the current asset in a repetition block.
    • [Change] Table functions now work with table controls (as well as table fields).
    • [Change] Choice controls can now store either the choice text or the number (starting from 1).
    • [Change] Hidden form controls are now treated as empty.
    • [Change] Processes can be treated as activities in respect of a particular asset (allows pre-filling).
    • [Change] Processes treated as activities can now skip the "Start Process" wizard (Desktop App).
    • [Change] Document assets in processes can now be associated with a specific document type (affects rules).
    • [Change] Editing assets in processes now consistent with document template editor (Desktop App).
  • Other
    • [Fix] Performance/reliability of automatic tooltips for trimmed text (Desktop App).
    • [Fix] Various items permitted creation of invalid relationships.
    • [Fix] Commands on activity popup causing mouse input to lock up (Desktop App).
    • [Fix] User unable to interact with subsequent dialog boxes (Desktop App).
    • [Change] Percent sign now implicitly added to percentage fields (Desktop App).
    • [Change] Presentation of search options (Desktop App).
    • [Change] Presentation of advanced options (now "advanced mode") (Desktop App).
    • [Change] Improved user experience when adding new roles/fields that already exist (Desktop App).

Earlier Versions

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