December 2024 (24.12.20) Release Notes CAM

New Features

Module

Description

Commands

Three options from the Move command are hidden when a user moves a document or folder within the same database or cabinet to remove confusion from users as these options are not used in the dialog. If the document or folder is moved to another database or cabinet, then the options are still displayed.

• Retain Document Numbers field

• Copy history of documents field

• Handling source after move field

Licenses: move, analyze all add-ons

Commands

New permissions are added to the Move command to allow firms to control which users can see and move security, or metadata.

Licenses: move, analyze all add-ons

External Systems

If a problem occurs with an External System authentication or the system is found to be unhealthy, a new email notification will go out to the CAM admins registered for the client’s tenant to notify them of the issue(s) immediately. This addresses the lack of prior communication when an external system loses connection and errors out. Read about this functionality here.

External Systems

CAM now supports Entra ID for configuring SharePoint sites in the Office365 External System Panel. Enable the setting as described here and enter the appropriate fields that display. A benefit of this change is that firms don’t need to re-register the app after a year as they had done before with Azure ACS.

Permissions

For NetDocuments, a new permission is added to control user access of freezing the Security ACL on workspaces, folders and documents. By default, this permission is not enabled.

Licenses: manage, move, analyze all add-ons

System: NetDocuments

Settings

The Administration->Settings-> Service Desk Panel is redesigned to be easier to navigate and use.

Fixed Issues

Module

Issue Id

Description

Data Uploader

Cloud-32631

Local Syncs in Data Uploader had a resolution for cases where the matter count in the local matters table did not match that of the directory tab, or the source. Upgrade Data Uploader to the latest version for this fix.

Updated DataUploader version: 24.12.22

External Systems

Cloud-25497

When adding a new iManage on premise 10.3+ system, the resulting 401 Invalid grant error has been resolved because of issues with the token validation piece.

Jobs

Cloud-32588

Submitting a move workspace job will function the same way using a CSV versus in Service Desk, and apply the right security and owner and operator.

Jobs

Cloud-32494

The reconciliation report now will display all relevant templates when the id matches, or name matches in the template lookup.

Jobs

Cloud-31271

The AD Sync job is updated to support iManage user jobs where there aren’t firstnames or lastnames.

Provisioning

Cloud-28361

Folder descriptions and matter metadata (id and name) will now be updated on a workspace job if they are set to a custom unique identifier iManage field e.g. custom9.

Provisioning

Cloud-13992

The Directory tab now displays the default metadata values so that users know what values are set by default if the values were not previously set.

• Template

• Database/Cabinet/Server/Repository

• WorkspaceName

• Default Security

Provisioning

Cloud-4511

String metadata over 254 characters will be automatically truncated to prevent errors exceeding the character length.

Service Desk

Cloud-32404

When updating the first row in the Edit Security dialog, the user can remove the first row without delay.

Service Desk

Cloud-28382

Deleting a document in the Recycle bin with more than one version will now prompt the user if they want to delete all versions, or the latest version only. Previously, only the latest version was able to be deleted, requiring users to run the job multiple times to remove versions.

Service Desk

Cloud-28213

Exporting CSVs will include all metadata that is included in the view, as previously it did not include all of it.

Templates

Cloud-32687

The database field availability on Template Editor was resolved to filter the templates based on the database(s) selected when the database metadata wasn’t imported on the matter details initially. Results should match with the Directory tab filter.

Known Issues

Module

Issue Id

Description

Jobs Tab

Cloud-33149

When submitting a CSV job via the Jobs Tab, there is an intermittent issue where the system will advise that the file has not been successfully uploaded, but behind this message, the upload has actually been successful. This will be resolved soon in a future release.