User contributions for Bradley Smith
14 August 2025
- 15:3115:31, 14 August 2025 diff hist 0 Desktop:Installation No edit summary Tag: Visual edit
12 August 2025
- 15:0415:04, 12 August 2025 diff hist +451 Custom Field No edit summary Tag: Visual edit
31 July 2025
- 12:2612:26, 31 July 2025 diff hist +148 Product No edit summary Tag: Visual edit
18 July 2025
- 10:0710:07, 18 July 2025 diff hist +87 Release Notes No edit summary Tag: Visual edit
- 10:0410:04, 18 July 2025 diff hist +163 Release Notes No edit summary Tag: Visual edit
- 09:5109:51, 18 July 2025 diff hist −280 Release Notes No edit summary Tag: Visual edit
- 09:3009:30, 18 July 2025 diff hist 0 Desktop:Installation No edit summary Tag: Visual edit
- 09:2809:28, 18 July 2025 diff hist +2,036 N Release Notes Build 250612 Created page with "*'''Accounting''' **[Fix] Trust receipts by cheque/cash can now ''only'' be processed via bank deposit. **[Change] Compliance improvements for various trust reports. **[Change] Capturing/suggesting bank name for receipts by cheque. **[New] Record of trust statements now retained on matters. **[New] Scheduled job type for generating trust statements. *'''Calendar''' **[Change] User preferences for calendar/tasks views (Desktop App). *'''Contacts''' **[Change] Rules for bu..." current Tag: Visual edit
17 July 2025
- 12:5312:53, 17 July 2025 diff hist +658 Embedded Content No edit summary current Tag: Visual edit
16 July 2025
- 14:4914:49, 16 July 2025 diff hist +112 Workflow:Form No edit summary current Tag: Visual edit
11 July 2025
- 16:4716:47, 11 July 2025 diff hist +1 Workflow:Condition No edit summary current Tag: Visual edit
- 16:4716:47, 11 July 2025 diff hist 0 Workflow:Condition No edit summary Tag: Visual edit
- 16:4716:47, 11 July 2025 diff hist +605 Workflow:Condition No edit summary Tag: Visual edit
- 13:2313:23, 11 July 2025 diff hist +2,631 Workflow:Action No edit summary current Tag: Visual edit
- 12:2012:20, 11 July 2025 diff hist −1 Workflow:Action No edit summary
- 12:2012:20, 11 July 2025 diff hist +1,116 N Workflow:Action Created page with "{{DISPLAYTITLE:Action}} '''Actions''' describe work to carry out within processes. They are triggered by rules. Some types of actions cause the process to pause, pending some requirement; when met, a job is scheduled to resume the process. == Control == These actions affect how the process runs. == Existing Items == These actions add existing resources to assets. In most circumstances, assets ar..." Tag: Visual edit
- 11:1111:11, 11 July 2025 diff hist 0 Workflow:Condition No edit summary Tag: Visual edit
- 11:1011:10, 11 July 2025 diff hist +382 Workflow:Condition No edit summary Tag: Visual edit
- 10:5910:59, 11 July 2025 diff hist −1 Workflow:Condition No edit summary
- 10:5910:59, 11 July 2025 diff hist +2,192 N Workflow:Condition Created page with "{{DISPLAYTITLE:Condition}} '''Conditions''' are tests that evaluate to either "Yes" or "No"; and are the basis for making decisions in processes. They appear in certain types of rules and can be combined using Boolean logic ("and", "or"). == Expression == This is the most common type of condition, also the most flexible. It simply consists of an expression that can refer to any asset in the process. The conditio..." Tag: Visual edit
- 10:3410:34, 11 July 2025 diff hist +106 Workflow:Process →Rules Tag: Visual edit
- 10:3110:31, 11 July 2025 diff hist +6 Workflow:Process →Forms Tag: Visual edit
- 10:2410:24, 11 July 2025 diff hist −6 Workflow:Process No edit summary Tag: Visual edit
10 July 2025
- 12:1312:13, 10 July 2025 diff hist +612 Workflow:Process No edit summary Tag: Visual edit
3 July 2025
- 15:4615:46, 3 July 2025 diff hist +25 How-To:Document Template →7. Add Content Specifications current Tag: Visual edit
- 15:4615:46, 3 July 2025 diff hist +9 Desktop:Expression Browser →Data current Tag: Visual edit
- 15:4415:44, 3 July 2025 diff hist −1 Desktop:Expression Browser No edit summary
- 15:4415:44, 3 July 2025 diff hist +1,438 N Desktop:Expression Browser Created page with "{{DISPLAYTITLE:Expression Browser}} The '''expression browser''' is a feature in the Desktop App that helps users write expressions for use in templates, matter descriptions, processes and more. It displays a list of all available assets, properties, functions and other types of expressions, along with accompanying documentation. The list can be filtered according to a search term. You can tog..." Tag: Visual edit
1 July 2025
- 12:5912:59, 1 July 2025 diff hist +116 Microsoft 365 integration →Troubleshooting current Tag: Visual edit
- 12:4012:40, 1 July 2025 diff hist +402 Microsoft 365 integration No edit summary Tag: Visual edit
- 12:3312:33, 1 July 2025 diff hist +1,307 Microsoft 365 integration No edit summary Tag: Visual edit
- 12:0612:06, 1 July 2025 diff hist −13 Microsoft 365 integration No edit summary Tag: Visual edit
27 June 2025
- 14:3014:30, 27 June 2025 diff hist +1,099 Release Notes No edit summary Tag: Visual edit
- 13:3013:30, 27 June 2025 diff hist +952 Release Notes →Earlier Versions Tag: Visual edit
- 13:0313:03, 27 June 2025 diff hist +376 N Release Notes Build 250509 Created page with "Only the Desktop App was updated in this build. *'''Other''' **[Fix] Windows 10 compatibility. **[Fix] Spaces in text fields that did not permit them. **[Change] Record memos from task/calendar item editor. **[Change] Middle-click hyperlinks to open tabs in the background. **[Change] Microsoft Teams commands for members. **[Change] Improved client/server version management." current Tag: Visual edit
- 13:0213:02, 27 June 2025 diff hist 0 Desktop:Installation No edit summary Tag: Visual edit
23 June 2025
- 11:4411:44, 23 June 2025 diff hist −12 Ledger No edit summary current Tag: Visual edit
19 June 2025
- 17:0617:06, 19 June 2025 diff hist −8 Document Type →Document Descriptions current Tag: Visual edit
- 17:0617:06, 19 June 2025 diff hist +23 Document Type →Properties Tag: Visual edit
- 17:0617:06, 19 June 2025 diff hist +10 Workgroup →Matter Descriptions current Tag: Visual edit
- 17:0517:05, 19 June 2025 diff hist −119 Document Type No edit summary Tag: Visual edit
- 17:0217:02, 19 June 2025 diff hist −2 Workgroup →Properties Tag: Visual edit
- 17:0117:01, 19 June 2025 diff hist +21 Document Type →Description Definitions Tag: Visual edit
- 16:3516:35, 19 June 2025 diff hist +29 Create Document No edit summary current Tag: Visual edit
- 16:3416:34, 19 June 2025 diff hist +246 Document Type No edit summary Tag: Visual edit
- 16:1116:11, 19 June 2025 diff hist +530 Document Type No edit summary Tag: Visual edit
18 June 2025
- 10:1210:12, 18 June 2025 diff hist +21 Workgroup →Inheritance Tag: Visual edit
- 09:5609:56, 18 June 2025 diff hist +657 Workgroup No edit summary Tag: Visual edit
16 June 2025
- 13:5513:55, 16 June 2025 diff hist +152 Document:Role No edit summary current Tag: Visual edit
- 13:5213:52, 16 June 2025 diff hist 0 Document:Role No edit summary Tag: Visual edit