Release Notes 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).