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Released on 10/20/2022

New Features

Issue Id

Description

Directory

Cloud-14037

When managing folders, placeholders have been replaced with the metadata as defined in the template automatically to prevent duplication of folders when creating new workflows.

Service Desk

Cloud-3186

The Revert to Previous version option in Service Desk is not available any longer.

Cloud-8870

A new option Undeclare is available from the Documents tab and inside Analytics.

Cloud-10876

Declare as record and Undeclare jobs can be submitted when creating a workspace through CSV.

Cloud-10889

The search results grids on the Documents and Workspaces tabs can now be configured to show different data columns.

Cloud-11637

When doing API and Database searches of documents in the Documents and Workspace tabs, it is now possible to select multiple values for the Clients and Database fields and select All Cabinets.

Note: This feature is currently only available for iManage.

Cloud-12835

Searching in Service Desk on the Documents tab now supports sorting on the security and app type fields.

Cloud-13533

There is now a No Access option in the role dropdown when updating Service Desk security from the Documents or Workspaces tabs.

Cloud-13651

NetDocument users have the All option when selecting the cabinet when searching for documents.

Resolved Issues

Issue Id

Description

Admin

Cloud-10028

Fixed: Adding a Matter Header in the Layout is now displaying correctly for a new tenant. Working systems: iManage, NetDocuments, and Office365.

Cloud-14214

The word email, which was previously behaving as a reserved keyword, can now be used in folders and workspace creation, as well as be manually added as metadata.

Service Desk

Cloud-9359

Fixed: The apostrophe character (') is now supported if included in the Team name when Create Team and Link Team are performed from CSV and Request Workflow.

Cloud-11771

Fixed: The Metadata lookup gets populated as expected according to the selected cabinet.

Cloud-11935

Fixed: Using multiple search options in Service Desk now properly returns results.

Cloud-13050

When searching for NetDocuments documents in the Documents and Workspace tabs, The Security Column in the Search results pane now displays VESA(dmin), VES(hare), VE(dit), V(iew), or Default labels to indicate the security of the documents.

Cloud-13154

Fixed: The average time for filters to populate the drop-down lists has been reduced to 5 seconds.

Cloud-13376/13338

Fixed: The Load more button is now showing for NetDocuments when doing an API or Database search if there are more than 10 folders to show.

Cloud-13356

Fixed: Members are now added correctly when SPM groups are created via CAM.

Cloud-13636

Fixed: The Default System and Repository values set as default in the Service Desk settings under the Administration tab are now used as default for search operations. Only if the user changes the server/repository fields in the API search, the dialogs will be populated based on that.

Cloud-13824

Fixed: Profile Update is now working from the API and Database search on the Service Desk and Analytics tabs for iManage and NetDocuments.

Info

Important: For Profile Update to work properly, Cabinet or Database metadata should also be configured in the Layout of Profile Update, so that the metadata lookup populates according to their mapping.

Cloud-14066

Fixed: the Move/Copy operation is now performing as expected in the Workspace and Document tabs.

Cloud-14181

Fixed: The Move and Copy jobs now work with the IsCheckedOut property for iManage.

Provisioning

Cloud-14225

Fixed: SPM Group Membership Update jobs no longer cause duplicate users to be created.

Template Editor

Cloud-13033

Fixed: When Apply to Workspace operation is performed, search folder criteria is showing correctly.

Known Issues

Issue Id

Description

Analytics

Cloud-14111

When viewing the security of an existing query in the Analytics tab, the Expand Security does not show up.

Provisioning

Cloud-14128

Occasionally, the Create User job throws an error for user creation in iManage SPM. Retrying the job will make it run as intended.

Cloud-14137

The Deny role errors out when assigned from a Workflow. Also, the Deny role is not displaying correctly in CAM UI after a CSV job to assign all roles to an user/group has been successfully completed.

Cloud-14145

When users create a workspace in iManage and include a space or ^,?, or * special characters in Client/Matter, the job errors out.

Service Desk

Cloud-14107

If users include the symbols + or - in Client or Matter, the System column does not show the associated system.

Cloud-14123

When searching for documents in the Documents tab, the All option is not refreshed and unchecked after changing other fields or the database field.

Note: The All option can still be manually unchecked when required.

Cloud-14153

If there is a value with the same metadata mapping in more than one database, the dropdown list populates from all databases instead of only one, thus showing repeated results.

Cloud-14155

The correct mappings are not getting pulled when there are multiple values populating the Cabinet field.

Cloud-14161

When doing NetDocuments API and Database searches with the All option, the Client dropdown list is not populating.

Cloud-14096

Users are able to see a NoAccess in the role dropdown when adding Users or Groups to Security via Directory tab>Security, Request Workflow Configuration, Request Workflow, and Folder Template Editor.

Cloud-14126

When doing a Database search, The Cabinet lookup field will display all results instead of only showing results according to the search term.

New Permissions

Issue Id

Permission

Feature Group

Service Desk

Cloud-8870

View Undeclare

Service Desk

Info

Note: All new permissions are disabled by default and must be enabled to be used. For more information, see Required Permissions.