Agility Blue Update (Spring 2024)

What's New?

Password Field Property

A new task form field property type has been added named "Password". Apply this field property to a basic text field to display passwords in a mono-spaced font, which prevents HTML-encoded text rendering so that special characters are visible in the browser. Users can reveal the value by clicking the 'Click here to reveal...' link. The field will also provide a copy button to the right of the value so the password can be copied without revealing it. Useful for preventing the display of sensitive data.

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Form Updates

• Field properties are now copied over when a new form is created from an existing form.

• Field conditions are now copied over when a new form is created from an existing form.

• You can now create field conditions while adding new fields to a form. Previously, fields had to exist before conditions could be applied.

• You can now edit field conditions directly on forms. Previously, to adjust conditions, they had to be deleted and recreated.

• Sections can now be collapsed by clicking the section heading in the form editor, during form preview, while editing a task, or when adding a form to a task.

Other Enhancements

We've made several other improvements to streamline your experience:

• Added a new text filter type named "Not Contains" for filtering out specific text in grid text fields.

• Added the "Task Completed On" field to the task form fields grid.

• Custom object entries can now be cloned via the grid record context menu.

• The client and matter projects grid rows now feature the same context menus as those found at the workspace level.

• The client and matter tasks grid rows now feature the same context menus as those found at the workspace level.

Bug Fixes

• Fixed an issue where the view/edit media log entry modal window would sometimes not place the custom fields in the correct sort order.

• Fixed an issue where the task id field was empty for media log entries and volumes grid CSV exports.

Agility Blue Update (January 2024)

What's New?

Exporting Data Enhancements

A new CSV file export option has been added to the grid export dropdown menu titled "Export all pages to CSV". This feature allows you to export the entire grid data across all pages - a significant enhancement over the XLSX export option that is limited to the current page only. Similar to the XLSX export, the CSV export will retain and apply all active filters, sortings, and visible fields in the grid at the time of export.

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The "Export to Excel" option in the grid menu has been renamed to "Export current page to XLSX" to more accurately reflect its functionality. This change clarifies that the action exports only the data from the currently visible page in XLSX format.

Volume Associations

Volumes can now be directly associated with matters and clients, without the necessity of linking them to a specific task or project. This new process follows a similar association control flow as utilized in media log entries and billing entries, offering more flexibility and streamlined operations.

Other Enhancements

We've made several other improvements to streamline your experience:

• A warning message pops up if you try to navigate back while a modal window is open to help prevent losing unsaved form changes from accidentally using the browser's back button.

• Task email messages can now be created in several locations: The task toolbar, the task context menu, the task card on the open tasks dashboard, or the record context menu on the tasks grid page.

• For Enterprise organizations that use the SFTP file import service, it is now possible to import data into reference fields. See Help Documentation for more information.

Bug Fixes

• Bugfix Fixed an issue where project template tasks that had sorting applied using an id or date field in descending order would show the tasks sorted in ascending order after being created.

• Bugfix Fixed an issue where a selected matter would not be saved in certain situations when creating a new project template.

• Bugfix Fixed an issue where projects referenced in a custom object would lose their key value after subsequently updating the custom object entry causing the reference value to become stale and no longer responsive to name changes from the referenced item.

Agility Blue Update (November 2023)

What's New?

Task Sorting

This update provides greater flexibility and control over how tasks are displayed, making it easier for everyone on your team to stay on track. We've enhanced your ability to organize tasks within projects:

• Enforced Sorting Options: In the "Project Details" settings tab located on every project, you now have the option to enforce task sorting on a project-by-project basis. When set, this sorting preference will override any personal task sorting settings.

• Template & Cloning Consistency: Define sorting settings within project templates to maintain consistency. These settings will also be carried over when cloning projects, ensuring that tasks are presented in the order intended by the project template designer.

• Flexible Sorting Fields: You can sort tasks using any task system field.

• Custom Sort Order: For even greater control, select the "Custom Sort Order" option and arrange the tasks to your preference by clicking "Edit Order.

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Data Deletion

To further protect your data, we've introduced an extra safeguard to the deletion process:

• Mandatory Verification Added: While the confirmation dialog will still appear as usual, it now requires you to type "delete" into a text field to proceed.

This new mandatory verification ensures that data deletion is a deliberate action, adding an extra layer of protection against accidental data loss. Your careful attention to this step helps maintain the integrity of your data within Agility Blue.

General Enhancements

We've made several other improvements to streamline your experience:

• Improved Link Wrapping: Task comments and emails with long URLs no longer stretch beyond the viewable area. Links now wrap more naturally within the task's bounding box.

• User Time Zone Fields: Time zone information is now available in the user grids, making it easier to determine which time zones users are using.

• History Key Field Split: The history Key field is now divided into two fields named Key (Number) and Key (String). Previously, text-based ids were captured in the description and the numeric key was recorded as -1. Now, the text-based ids have their own dedicated field.

• Enhanced Portal Visibility: Portal users can now immediately see requests that get created as drafts for requests where they do not select a matter without having to wait for the task to be converted to a normal project.

• SFTP File Import Expansion: Enterprise The SFTP file import service can now bulk import custom object entries. See the documentation for more information

Bug Fixes

• Bugfix Fixed an issue where sorting by the volume's "Created On" field used the wrong field.

• Bugfix Fixed a permissions issue where users that didn't have the ability to upload attachments would get an error while attempting to create new task email messages.

• Bugfix Fixed an issue where applying a multi-edit action in one workspace and then switching to another workspace to apply the same multi-edit action would cause an error.

Agility Blue Update (September 2023)

What's New?

Multi-edit Feature Release

The powerful new multi-edit feature has been promoted from feature preview to general release after several months of testing, and it is no longer required to be in feature preview mode to use multi-edit. The following updates have been applied to multi-edit:

• You can now apply multi-edit actions to tasks and task groups within the project details page.

• Holding the shift key selects or deselects multiple rows at once within a grid in multi-edit mode.

• Items no longer remain selected after a multi-edit action has been applied.

Additionally, the following grids have been updated to support the multi-edit and multi-delete functionality:

Dashboards:

• All Open Projects Dashboard

• My Open Projects Dashboard

• Project Drafts Dashboard

Client Level:

• Matters grid

• Projects grid

• Tasks grid

• Media log entries grid

• Volumes grid

• Billing entries grid

Matter Level:

• Projects grid

• Tasks grid

• Media log entries grid

• Volumes grid

• Billing entries grid

Project Level:

• Media log entries grid

• Volumes grid

• Billing entries grid

To bring up the multi-edit capabilities on a suppported grid, click on the multi-edit toggle button icon on the far left side of the grid toolbar. When multi-edit is enabled on a grid, the selection mode drop down, edit selected records button, apply an action to selected records button, delete selected records button, select/deselect records on the current page checkbox, and select/deselect record checkboxes will be shown. The multi-edit selection mode drop down will give you the opportunity to choose the selection type (either selected records, or all filtered records). After selecting the records you wish to update, click the edit button, and you will be presented with the multi-edit form for that object.

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For more information on using the multi-edit feature in Agility Blue, check out our help documentation article.

Email Templates Update

The following updates have been made to email templates:

• Added the ability to define a subject in email templates. If a subject already exists in the email message, the field will not be overwritten (when applying the template).

• Added the ability to define to, cc, and bcc recipients in email templates. The values in these fields will be carried over if the email fields are empty when applying a template that contains these fields. If a value already exists in the email message, the field will not be overwritten (when applying the template).

Because email templates now include elements other than just the body, the "Apply an email template" link on the email message window was moved up higher in the UI.

General Enhancements

• Custom object entries now record history (Create, update, and delete events)

• Context menus have been added to the dashboard projects grids so projects can now be edited or deleted directly without having to leave the dashboard grids.

• The category grouping for the forms, tags, and billing types grids can now be toggled on or off using a button next to the grid filter rows button. This is useful in instances where users would like to export the grid data to Excel without the extra category rows caused by the grouping.

Bug Fixes

• Fixed a syncing issue where moving matters or clients wouldn't update billing entries associated with child projects and tasks.

• Fixed an issue where attempting to remove a recipient from a task email message reply would cause the recipient to be duplicated in the UI.

Agility Blue Update (May 2023)

What's New?

General Enhancements

• Draft tasks can now be toggled on or off on the open tasks dashboard. A draft task will appear with a dotted border and yellow tint to the title background of the task. The toggle button is located next to the refresh button.

• The grid filter row visibility is now "sticky" when toggled on or off. This behavior is shared with all grids and is persistent on a per-browser basis.

• A context menu has been added to the projects grid so projects can now be edited or deleted directly from the grid without having to navigate into the project details page to edit or delete a project.

• Exporting grid data to Excel now converts HTML data stored in text fields to plain text. This behavior can be enabled or disabled on the workspace settings page.

• Saved grid filters can now be applied to the following grids:

• Notification Log Grid

• Any Custom Object Grid

• The billing entry quantity increment can now be defined on the workspace settings page under the "Billing" tab. This is the amount added or subtracted from the quantity when a user clicks on the quantity arrow buttons or uses the up and down keyboard arrows within the quantity field on the billing entry form.

• New user button added to the workspace users page so admins don't have to navigate to the home area just to add users.

• Added the following additional user management shortcuts for organization admins to the workspace users grid context menu:

• Account Details (jump to the user's account details page)

• Disable (disable the user's access to Agility Blue)

• Delete (delete the user)

Feature Preview: Multi-Edit in Grid

With this update, we've released the second phase of multi-edit capabilities as part of the feature preview mode. For users that wish to see and test multi-edit actions, they will need to have the feature preview mode enabled. To enable feature preview, click on your user menu at the top right of the app and select the "Enable Feature Preview" option. You can tell when you're in feature preview mode because you will see the yellow text "Feature Preview Enabled" in the top-left global breadcrumb.

This second phase introduces expanded multi-edit capabilities into the following workspace-level grids:

• Clients

• Matters

• Projects

• Tasks

• Contacts

• Billing Entries

• Media Log Entries

• Volumes

• Custom Objects

Other grids and grids within details pages will be released as part of the third phase of updates.

To bring up the multi-edit capabilities on a suppported grid, click on the multi-edit toggle button icon on the far left side of the grid toolbar. When multi-edit is enabled on a grid, the selection mode drop down, edit selected records button, apply an action to selected records button, delete selected records button, select/deselect records on the current page checkbox, and select/deselect record checkboxes will be shown. The multi-edit selection mode drop down will give you the opportunity to choose the selection type (either selected records, or all filtered records). After selecting the records you wish to update, click the edit button and you will be presented with the multi-edit form for that object. Below is an example of the the billing entries multi-edit form:

Select the fields that you wish to update, enter the values you would like into those fields, and click the save button. The multi-edit progress window will be displayed and will provide the results when the operation finishes.

Note the following details while applying multi-edit actions:

• Multi-edit actions will not trigger notifications.

• Multi-edit actions will not trigger custom automations.

• Multi-edit actions will not be able to apply some validations. For example, it's possible to mark multiple tasks as completed without assigning users or changing due dates to ongoing even if the workspace task settings don't allow it.

• Refreshing your browser or navigating away from the page while the multi-edit operation is in progress will interrupt the process and only some of the records will be updated.

• Selecting many records may take a while to complete, so plan accordingly.

• Pro subscriptions are limited to a maximum of 5,000 record updates at a time and the multi-edit speeds are throttled. Enterprise subscriptions have no restrictions.

• Multi-edit permissions are automatically applied to the workspace administrators permissions group by default. If admins want other permissions groups to have multi-edit capabilities, they will need to enable them in the desired permissions groups under the "Misc" category.

Please keep in mind that multi-edit is considered preview tech in beta right now and some of the architecture and design may change before we officially promote it to live production status. Upcoming phase updates will bring additional multi-edit capability throughout the app.

To bring up the multi-edit capabilities on the open tasks dashboard, click on the multi-edit toggle button icon directly to the left of the refresh button. When multi-edit is enabled, the multi-edit options panel will appear and checkboxes will show up to the left of all of the task cards. The multi-edit options panel will give you the opportunity to choose the selection type (either selected tasks, or all filtered/visible tasks), and an action selector. After selecting the tasks you wish to update and an action, click the apply button. Additional input will be presented if necessary and then the multi-edit progress window will appear with a progress bar that provides feedback for how far along the operation is.

Additional Updates

• Added a link on the user menu to allow users to submit feature requests.

• Added Germany as a locale option on the workspace settings page.

• The billing types drop down list is now sorted by name instead of id.

• Additional fields have been added to the edit project modal window in order to allow projects to be edited from other areas of the application.

• Added the "Notifications Enabled?" and "Pricing Agreement" fields to the projects grid.

• Added the "Active?" field to the client and matter modal windows.

• [Developer] Patching is now available for the custom objects API endpoints.

Bug Fixes

• Fixed an issue where rich text editor values were not being recognized when adding custom object field references on-the-fly when multiple modal windows are active.

Agility Blue Update (February 2023)

What's New?

Billing Associations

Billing entries no longer require a project or task and can now be associated directly with clients or matters. The project and task fields were removed from the billing entry form and a new "Association" field has been added that lets you choose between none, client, matter, project, or task.

In addition to the existing task and project locations, new opportunities to create billing entries have been added to the following places:

• From the "New" dropdown at the top navigation bar, the association will default to "None".

• From the Billing Entries global workspace page, the association will default to "None".

• From the Billing Entries tab on a client details page, the association will default to the current client.

• From a link in the right-hand action panel on a client details page, the association will default to the current client.

• From the Billing Entries tab on a matter details page, the association will default to the current matter.

• From a link in the right-hand action panel on a matter details page, the association will default to the current matter.

For new billing entries, the pre-selected association is aware of where the billing entry is being created from, such as from a task or from a matter. Changing the associated parent item will also refresh the billing profile information appropriate for that parent.

Additionally, billing entries can now be moved around freely from object to object or parent to parent by simply changing their association.

Feature Preview: Multi-Edit

With this update, we've released the first phase of multi-edit capabilities as part of the feature preview mode. Users who wish to see and test multi-edit actions will first need to enable feature preview mode. To enable feature preview, click on your user menu at the top right of the app and select the "Enable Feature Preview" option. You can tell when you're in feature preview mode because you will see the yellow text "Feature Preview Enabled" in the top-left global breadcrumb.

• This first phase starts with allowing multiple tasks on the Open Tasks dashboard to be updated using a variety of actions:

  • Assign to me

  • Assign to someone

  • Unassign

  • Mark as completed

  • Change the due date

  • Place on hold

  • Release hold

  • Place into quality control

  • Add a comment

  • Add subscribers

  • Move to project

  • Cancel

  • Reopen

  • Delete

To bring up the multi-edit capabilities on the open tasks dashboard, click on the multi-edit toggle button icon directly to the left of the refresh button. When multi-edit is enabled, the multi-edit options panel will appear and checkboxes will show up to the left of all of the task cards. The multi-edit options panel will give you the opportunity to choose the selection type (either selected tasks, or all filtered/visible tasks), and an action selector. After selecting the tasks you wish to update and an action, click the apply button. Additional input will be presented if necessary and then the multi-edit progress window will appear with a progress bar that provides feedback for how far along the operation is.

Note the following details while applying multi-edit actions to multiple tasks:

• Multi-edit actions will not trigger notifications.

• Multi-edit actions will not trigger custom automations.

• Multi-edit actions will not be able to apply some validations. For example, it's possible to mark multiple tasks as completed without assigning users or changing due dates to ongoing even if the workspace task settings don't allow it.

• Refreshing your browser or navigating away from the open tasks page while the multi-edit operation is in progress will interrupt the process and only some of the tasks will be updated.

• Selecting many tasks may take a while to complete. A good benchmark assumption is about 1 second per task, so updating 300 tasks may take around 5 minutes to complete.

Please keep in mind that multi-edit is considered preview tech right now and some of the architecture and design will likely change before we officially promote it to live production status. Upcoming phase updates will bring multi-edit capability throughout the app - including grids for all objects.

Additional Updates

• Collapsible panels and headers are now possible on all details pages now using the arrow button icons under the top-right edit button.

• The open tasks dashboard filters can now be toggled using the "f" keyboard shortcut, similar to how the grid filter row can be quickly toggled.

• An "Is Late?" filter was added to the list of available options on the open tasks dashboard.

• A project setting was added to have due dates default to ongoing while creating new projects.

• For Enterprise organizations that use the SFTP file import service, billing entries can now be bulk-imported at the workspace, client, or matter levels as desired. See the help documenation for more information.

Bug Fixes

• Fixed an intermittent rendering issue where the action links panel on details pages would sometimes not appear.

• Fixed an intermittent rendering issue where single choice fields in modal windows would not show the selected value in edit mode.

• Fixed an issue where the filter notification for the "My Open Projects" dashboard failed to appear when a filter was applied.

Agility Blue Update (November 2022)

What's New?

The November 2022 update is packed with exciting new features. Stay tuned for more details about how to get the most out of the latest update.

Object Reference Fields

A new "Reference" field type has been added to the Objects Form Editor that gives users the ability to reference other objects. The following objects are available for reference:

• Clients

• Matters

• Projects

• Tasks

• Media Log Entries

• Volumes

• Contacts

• Users

• Billing Entries

• Custom Objects

Enhanced Viewing and Organization Options

• The order of custom object lists can now be defined using a sort order value while editing custom objects. Additionally, custom objects can now be delisted from the menu, if desired. If an object is delisted from the dropdown menu, the object's records can still be viewed by selecting the "View Records" grid row context menu item on the objects page.

• Added a text filter to the form builder modal window to help locate fields of interest quickly.

• Added a button to remove all fields at once from the form builder.

• A view mode has been introduced to objects that allows viewing an object's fields in a form-style layout in a modal window as read-only. Supported reference objects will now open the view window where there was no link before, or instead of navigating away from the page where there was a link. View modes can also be found within the various grid context menus as the first listed option.

• A view button (eye icon) has been added to the client and matter breadcrumb links to allow viewing client or matter fields without having to navigate away from the current page.

Extended Search and Filtering Capabilities

• Comments for clients, matters, and tasks can now be searched for on the search page.

• Task email messages can now be searched for on the search page.

• Search results are no longer cleared when navigating away from the search page. This allows users to use the back browser button after clicking on a search result to return to the existing search results without having to perform the same search again.

• The search page now also remembers the last tab used within the user's current session. Previous behavior was that searches always defaulted to the "Projects" search tab after a user navigated away from the search page.

• The task search results pages now render project tags and custom object references.

• The Narrative and Notes fields are now filterable on all billing entry grids.

Additional Updates

• The Billing Code field was added to the billing entry modal window. This information is pulled from the selected billing type, and is read-only.

• Grid export filenames now reflect the grid name and date/time of export. Additionally, the Excel workbooks now enable filters by default and adopt the Agility Blue color schemes.

• The maximum file name size of an attachment has been increased from 128 to 255 characters.

• It is now possible to make the "From" and "To" fields on the media log entry form no longer required and hidden. This can be controlled on the media logs tab on the general workspace settings page.

• Email replies to the "New Task Email Message" and "Update Task Email Message" notification types are now created as comments within the task.

• The "General instructions" form will no longer be required or used for creating inbound emails. When an email comes in, the notification service will first look for a form called "Inbound Email". If the form doesn't exist, it will be automatically created. This enables users to freely delete or modify their general instructions form now without having to worry about emails not showing up.

Bug Fixes

• Fixed an issue where certain special characters would throw an api error when using the global search function.

• Fixed an issue where the contacts grid treated all system fields as text values when filtering.

• Fixed an issue where moving a task would not update associated billing entries and volumes with the new project id.

Agility Blue Update (August 2022)

What's New?

The August 2022 update is packed with new enhancements and features. Stay tuned for more details about how to get the most out of the latest update.

Improved User Management for Admins

Workspace Management

• Organization admins can now enable/disable workspaces, and edit workspace names and descriptions.

• Added a new workspace access tab page and grid to the user account details page.

API Management

• Added a "Total API Keys" column to the user accounts grid details page.

• The user account developer page now masks API keys by default. Click the mask link to reveal the API key.

Object Management

• Object IDs have been moved into the breadcrumb navigation component, and a button to copy the object id is now available next to the "Copy the url link to this page" button. Object IDs in the breadcrumb are hidden by default, and the hash icon ("#") can be clicked on to reveal the ID. Object IDs can be shown at all times by switching the "Always Display Object IDs" setting on under workspace settings.

Enhanced Experience for Power Users

Project Details

• The project details action panel has a new "Action Links" tile at the bottom that allows project-specific reports to be linked directly from the project.

• A new report was added titled "Project Details" that generates a project and task details report for a single project in a print-friendly format. Useful for situations where project information may need to be saved offline in a file repository or document management system. The report includes the project details, tasks, and each task's comments. Task comments can be toggled on or off in the report. This report is also linked to the project object and showcases the ability to initiate it directly from the new action links tile at the bottom of the project details panel.

Workspace Permissions

• Added a permissions setting for allowing users to view action links under the Misc category. The workspace administrators permissions group has view permissions by default, but other permissions groups need to be set for their users to see the links if desired.

The following settings were added under the "Projects" permissions tab:

• Hide Invoiced Field: Hides the invoiced field on the project details action panel.

• Hide Pricing Field: Hides the pricing field on the project details action panel.

• Hide Approved Field: Hides the approved field on the project details action panel.

Forms Editor

• Form Preview: Forms can now be previewed for design and functionality while editing a form or directly from the forms grid. This speeds up the development of forms and helps to eliminate the need to go through the process of creating a task just to test forms.

Faster Task Management for All Users

Task toolbar updates:

• Removed the restriction where a task comment could not be replied to, edited, or deleted if the task was closed.

• Added a button that allows a user to assign the task to themself and mark it complete in one click.

• Added an "Assign this task to me" button that was previously only available via the task context menu.

• Buttons that allow adding logs or object associations that became hidden when a task was completed are no longer hidden, keeping consistent with the fact that these items could still be added through their respective task tabs regardless of task status.

• A "Save & Complete Task" button has been added to the task comment modal window that allows saving a task comment and marking the task done at the same time. Depending on the state of the task, the following happens:

  • If the task is unassigned, the task will become assigned to the user creating the comment prior to marking the task as completed.

  • If the task is in quality control, the quality control decision will become "Passed" prior to marking the task as completed.

• The "Save & Complete Task" button will not be available if the task is in the process of being placed on hold, in a canceled state, or is already completed.

• Task form fields will now display a scroll bar if the contents of a single line are too long to fit within the bounds of the task.

• An "Unassign" button has been added to the assign task user modal window next to the "Assign to me" button.

Bug Fixes

• Fixed an issue where notes for an attachment would not display in object detail page grids.

• Fixed a rendering issue with the select priority and select email message status pickers when initiated from the notification rule conditions editor.

Agility Blue Update (June 2022)

Communications Suite Updates

• Added the ability to download inbound email messages as .EML files.

• The context menu item "Reply All" text was changed to "New Email with Contacts" for all emails before the last email message to make it clearer what the functionality is intended to do.

• The inbound notification service was updated to convert html-only emails to plain text that do not arrive with a plain text counterpart. Previously, the service would render the html-encoded version of these emails as plain text that displayed html tags making the content difficult to read.

Grid Page Updates

• Added a new grid page titled "Task Form Fields" to the additional items (hamburger) menu. The grid on this page represents every field within each task as individual records. This provides the ability to filter and sort through task forms, section headings, fields, field values, and more. Most of the fields found on the tasks grid are available in the task form fields grid to help provide context, navigation, and additional sorting/filtering capabilities for each field. Please note that reference field values are not supported within this grid at this time.

• Added a "Clear Sorting" button to all grids directly to the left of the "Clear Filters" button.

• Rich text rendered grid items now cap their row heights to 200px and automatically add scroll bars within the cell as needed.

• Added a permissions setting for allowing users to view the task form fields list page. The workspace administrators permissions group has view permissions by default, but other permissions groups need to be set for their users to view task form fields.

Enterprise Updates

• The SFTP import service was updated with the ability to import media log entries.

Bug Fixes

• Fixed an issue where creating new forms that were copied from existing forms would also copy the section id of the existing form instead of generating a new one. This prevented conditions on the new form fields from working as intended when editing a task.

• Fixed the following grid value rendering issues:

• Project tags and form name fields on the projects and tasks grids that contain the following symbols now display correctly: &, <, >, ', and ".

• Multiple choice values now properly display semicolons after the second choice.

Agility Blue Update (April 2022)

What's New?

Media Log Entry Association

Media log entries no longer require a project or task just to be associated with a client or matter.

The project and task selection controls on the media log entry form have been replaced with an association dropdown list that allows users to select which level of the hierarchy the media log entry should belong to.

Additionally, controls have been added to allow media log entries to be created directly at the client and matter levels.

Ignored Files Registry

An option to add files to an ignored files registry is now available for attachments. Doing so will direct the inbound email service to ignore attached files and inline images that match the registered SHA256 hash values for emails sent into Agility Blue. This is particularly useful for instructing the inbound email service to not create and upload attachments from images that are part of signature lines.

Entries may be added directly from an attachment and the registry can be managed from a new tab on the workspace settings page. Notes may also be added to each entry so a reason for ignoring the file can be captured.

Permissions Additions

13 new permissions have been added. The workspace administrators permissions group will already have full rights for the following permissions, but other permissions groups may need to be set by a workspace administrator for their users to have visibility as desired:

• Allowing users to view the projects tab on the client details page.

• Allowing users to view the tasks tab on the client details page.

• Allowing users to view the media log entries tab on the client details page.

• Allowing users to view the volumes tab on the client details page.

• Allowing users to view the billing entries tab on the client details page.

• Allowing users to view the tasks tab on the matter details page.

• Allowing users to view the billing entries tab on the matter details page.

• Allowing users to view the Relativity tab on the matter details page.

• Managing the permissions for the ignored files registry settings page.

• Managing the permissions for the integrations settings page.

• Viewing the history and notification logs pages.

• New permissions setting for task subscribers.

• New permissions setting for email templates.

Other Enhancements

• Tasks can now be assigned while creating a project from a copied project or a project template.

• The list of subscribers can now be added/removed from tasks while creating a project from a copied project or a project template.

• Billing type properties can now be saved with the same price as the inherited price so the price can be "locked in" and avoid being changed when parent pricing information changes.

• Total Client Comments field added to the clients grid.

• Total Matter Comments field added to the matters grid.

Bug Fixes

• Fixed an issue where the "Require Project Due Date" setting was being ignored when converting from a draft project to a normal project.

• Fixed a permissions issue where creators of some objects could not delete those objects after their delete permissions were subsequently revoked.

• Fixed an issue where project templates could not be saved when the "Require Requester" project setting was turned on and the "Auto-Populate Requester" project setting was turned off.