Release Notes

From ContactsLaw Documentation

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 241203)

Only the Desktop App was updated in this build.

  • Contacts
    • [Fix] Contact creation (Desktop App).
  • Documents
    • [Fix] Clause picker (Desktop App).
    • [Fix] Content editor pop-up when dialogs are open (Desktop App).

Previous Version (Build 241129)

  • Contacts
    • [New] Aliases for individuals.
    • [New] Abbreviated names for entities.
    • [New] Financial entries for international bank accounts.
    • [New] Safe custody packets and items.
    • [New] Register of safe custody report.
    • [Change] Search contacts by other trading names, historical trading names and contact fields.
    • [Change] Email addresses normalised so domain name always appears lowercase.
    • [Change] More intelligent handling of ABR search results.
    • [Change] Related documents for financial entries.
    • [Change] Separate greeting options for judicial officers.
    • [Change] Auto description for mobile phone numbers.
    • [Fix] Stop words prevented search from producing results.
  • Matters
    • [Change] Infer party type (client/other) from contact only.
  • Documents
    • [New] "Annotate if empty" option for content markers in templates.
    • [New] Replies to emails that function more like Outlook.
    • [New] "Insert feature" for advanced formatting in templates (Desktop App).
    • [New] Style management for Word templates.
    • [New] Clauses (including placeholders).
    • [Change] Improved display of asset options when configuring templates (Desktop App).
    • [Change] Improved handling of table fields.
    • [Change] Tab spaces automatically convert to features (Desktop App).
    • [Change] Markdown editor supports linked images (Desktop App).
    • [Change] Improved copy/paste functionality in template editor.
    • [Fix] Limitations on document assembly for Markdown templates.
    • [Fix] Template editor didn't create previous versions of Markdown/SMS templates (Desktop App).
    • [Fix] Attachments in templates didn't create related documents.
    • [Fix] Microsoft 365 integration.
    • [Fix] Incorrect time zone in date/time expressions.
  • Workgroups
    • [Fix] Setting client's role could fail (Desktop App).
  • Billing
    • [Change] Improved responsiveness when pausing/resuming timers (Desktop App).
  • Workflow
    • [New] Additional event types for forms (page completed, form completed).
    • [New] Instances of forms can be exported/uploaded as HTML documents.
    • [New] New rule types for working with individual rows in a table.
    • [Change] Events on interactive forms now behave more intuitively.
    • [Change] Custom assets have more uses in forms and processes.
    • [Change] Easier to switch between process and form editors (Desktop App).
    • [Fix] Matter did not pre-fill when starting a process (Desktop App).
    • [Fix] Some changes to forms didn't save (Desktop App).
  • General
    • [Change] Added clipboard functionality to various text labels (Desktop App).
    • [Change] "Show advanced options" enabled if any advanced options have already been set (Desktop App).
    • [Fix] Distinction between "blank category" and "no category" (Desktop App).

Earlier Versions