Release Notes (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).