Release Notes Build 250905

• Accounting
  • [Change] Client names for trust compliance purposes now include known aliases.
• Documents
  • [Fix] Failure to read metadata from a document would also cause upload to fail.
  • [Fix] Unused roles/fields were not removed as intended.
  • [Fix] Subsequent changes to a document type with new roles/fields could fail (Desktop App).
  • [Fix] Document destination not correctly passed down to fragments.
  • [Fix] "In reply to" field missing from generate/catalogue document activities (Desktop App).
  • [Fix] Subsequent changes to a template could fail due to related assets (Desktop App).
  • [Change] Additional options when configuring related document assets.
  • [Change] Improved handling of attachments for document formats that do not support them.
  • [Change] Fragments can now include information about related documents.
  • [Change] Additional attachments (added during document creation) now appear when using the "attachments" keyword in expressions.
  • [Change] Placeholder images and sample attachments when testing templates.
  • [Change] Field assets no longer require a parent asset.
  • [Change] New assets no longer added as children of the selected asset by default (Desktop App).
  • [Change] Template categories are now collapsible in document creation (Desktop App).
  • [Change] Assets can now be duplicated in the template editor (Desktop App).
  • [Change] Template configurations can now be pinned to the top of the view.
  • [Change] Multi-select for assets in the template editor (Desktop App).
  • [Change] Copy+paste for assets in the template editor, including between different templates (Desktop App).
  • [New] Non-breaking spaces can now be inserted into Word documents.
  • [New] Support for images in SVG format.
• Matters
  • [Fix] Matter summary not updating when the workgroup changes.
• Workflow
  • [Fix] Rules using the "or" condition did not evaluate correctly.
  • [Fix] Rules with complex nested conditions did not load/save consistently (Desktop App).
  • [Fix] Pagination not working for rule logs (Desktop App).
  • [Fix] Validation criteria for rules that create task/calendar items.
  • [Fix] Drop-downs clearing after changing the order of rules (Desktop App).
  • [Change] Rules that start other processes can now map each property of a custom asset separately.
  • [Change] Improved validation when starting processes manually.
  • [Change] Additional options for conditions on rules.
• Other
  • [Fix] Improved resilience of REST API client when connecting to newer server versions.
  • [Fix] Reading/writing to custom fields with percentage formatting.
  • [Fix] Some formatting not applied to custom fields during initial display (Desktop App).
  • [Fix] Expressions now follow more consistent rules for empty values and conversion between data types.
  • [Fix] Table functions in expressions ignored filters on rows.
  • [Fix] Improved performance during scrolling (Desktop App).
  • [Fix] Expression formatting reinstated immediately after being toggled off by the user (Desktop App).
  • [Change] Vertical scroll position now resets when switching between pages (Desktop App).
  • [Change] Syntax highlighting now shows mismatched parentheses and function arguments (Desktop App).
  • [Change] Suggested expressions now favour prefix matches (Desktop App).
  • [New] Additional functions for use in expressions.