Select a section below to see a complete list of software improvements:
TXDOCS CURRICULUM AND CERTIFICATION
We are proudly opening the TXdocs Curriculum to all subscribers, after a successful launch for students earlier this year.
The TXdocs Curriculum is a complete course for mastering TXdocs Standard, including Document Assembly, Online Intake, eFiling, and practice tools. It is a great tool for onboarding new staff or training existing staff on everything TXdocs. You can find it in the Learning Center menu in TXdocs.
The TXdocs Certification is a multiple-choice test that anyone can take to test their knowledge of TXdocs. TXdocs will send a certificate to anyone who successfully passes this test. They will also be added to the TXdocs Certified list on our website: https://www.txdocs.com/txdocs-certification/
FILTERING OPTIONS
New filtering options in TXdocs provide more ways to quickly find what you are looking for.
The “Recently Assembled” screen now includes a way to see your own recent assemblies, as well as anyone else’s assemblies. This allows you to quickly answer questions like “Which cases did I work on last week?”, “Which case is my colleague working on?”, and “Did my colleagues already create that proposed order?”
The Online Intake dashboard has a new filter to easily separate the activity of prospects from your clients’ activity.
eFiling’s “Status All Cases” screen has been outfitted with a new filter option as well. This screen shows all filings within a date range. If you are an eFiling admin user, it shows all filings for the entire firm. The new filter allows you to see only your own filings, making it easier to track your filings while still having access to firm-wide activity.
- Improved handling of tables and panels to prevent tables from being asked multiple times during assembly.
- Fixed an issue where the Next button could remain disabled when returning from the Options tab to the Select Forms tab.
- Fixed an issue where a search did not find a form, but switching tabs could allow the user to start assembly without selecting a form.
- Prevented duplicate selections when choosing forms and form sets.
- Fixed a display issue where radio controls could overlap during assembly.
- On narrow screens, the “Create Form Set” button could overlap other buttons, preventing the user from assembling the selected forms.
- Fixed an issue that caused Document Assembly to fail when a form was styled individually in Format Wizard.
- Implemented the new Practice Area Selector in all places where a practice area can be selected. This new selector makes it easier to find the right practice area, especially for Estate Planning.
- A new tooltip makes it easier to pick the desired Quick Text item from the list by displaying more details for each row.
- Fixed an issue when sending an Online Intake invite to a client where the incorrect email address could be used after changing the client’s email.
- Added two new tabs for configuring Online Intake. These settings were previously accessible only in Firm Settings, but are now available directly within the Online Intake screen for convenience.
- Improved the layout of the Services Report.
- Improved feedback when timeouts occur during the submission of an envelope.
- Added a new validation step when loading a draft to ensure that the files are still available.
- Added a right-click menu to the filing list in “Status All Cases” for convenience.
- Improved the layout of the printed Heirship Tree.
- Fixed the calculation of the per capita split for grand niblings.
- Fixed an issue where deleting a spouse did not remove all answers associated with that spouse.
- Added a debt category to the separate estates for Petitioner and Respondent.
- Ensured that the “Change Estate” button is visible only when both the Separate Estates and Community Estate tabs are available.
- Fixed an issue that opened the wrong form when double-clicking an asset category in the Proposed Division tool.
- Prevented the sales terms field for real property from being cut off.
- Fixed an issue in the “Property Held in Trust for Another Party” form that could cause beneficiary information to be lost.
- Fixed an issue that caused the Previous button in Petitioner’s Schedule of Separate Property to be disabled.
Added new fields for use in billing emails, including current statement amount, current due date, and most recent payment date. These fields allow for more personalized and detailed billing emails. When sending bills by email, the PDF of the bill is automatically attached.
Improved the following billing reports: Account History, Case History, and Unbilled Cases. Amounts and durations are now displayed using the formats configured in Billing Settings, including formats specified per Rate Schedule.
Added support for the following client fields in custom statement headers: Address 1, Address 2, City, State, and ZIP.
Ensured that Trust Deposit Request emails cannot be configured or sent unless “Enable emailing statements” is activated in Billing Settings.
Fixed an issue with searching through received emails that prevented found emails from being opened and read.