Version V 3.18.0

Modified on Mon, 2 Jun at 9:30 PM

Popular Requests, New Features & Enhancements


Category
Summary
Master to manage email footerYou can manage the footers, from the Email Footer master.

Go to the settings page and open the "Email Footer" in the "Common Master" section.

Click the "Add Footer" button.


Contract Creation on SharepointIf the Sharepoint is enabled, the contracts will be created directly on the SharePoint from the contracts module.

Once, the contract is created, you can edit the document directly on the web, desktop word application or you can share the documents with the client using manage access action.

All these can be found in the action menu of the contract module.


Manage Access - To give access to the internal and external users.


You can also initiate the document for docusign for the final version.
LSR Module Optimization
The entire LSR Module is optimized.
Custom Field in Matters
A new field has been added in the matter to maintain the internal reference number in the matter.



This number can be used in the header search to search the matter and cases in that matter.

Multiple Reminders for Obligations
Now, you can set multiple reminders for obligations in the obligation master.

System will send the reminder on the selected days before the set deadline.
Option to reject an LSR
Now, you can have the reject the LSR.

When Available: Only for requests not yet completed
Purpose: Decline the request with explanation

Process:

  1. Click Reject LSR from the actions menu.
  2. Popup appears requesting rejection reason
  3. Mention the reason in the comments field
  4. Click Submit

System Actions:

  • Request status changes to "Rejected"
  • Email sent to requestor
  • Request removed from active workflow
  • History updated with rejection details


Reject LSR popup with comments field



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