Select a section below to see a complete list of software improvements:
- NEW look of the contacts manager, making it easier and more intuitive to add and edit clients and cases. Ensured that the selected client or case is the active client/case for each subsequently opened window.
- Fixed an issue with one of the clients & cases selection pop ups that prevented filtering the list.
- Fixed an issue when renaming a case that has at least 1 saved Excel export of the proposed division.
- Improved support for video links in In-App-Messaging messages.
- Fixed: The name of the client of the opposing counsel was not always saved correctly.
- Added explanation when the footer fields are not available for forms that have a built-in footer.
- Improved the letter head editor to add images more easily.
- Improved the handling of answers when undoing panels that contained 2 or more lists to ensure we don’t inadvertently delete answers.
- Improved handling of auto numbering in the documents to ensure maximum compatibility of our forms with TXdocs Editor, Word and WordPerfect.
- Improved formatting of form help for better readability.
- Resolved an issue that caused an error to appear unexpectedly when saving form sets for advanced estate planning.
- Upgraded support for ‘Pages’ to ensure forms are automatically converted to Word format.
- Improved saving of documents to the case folder by ensuring that the case folder is correctly configured.
- Fixed an issue that caused an incorrect reference to a paragraph number in a small number of documents.
- Improved the guided tour to not get interrupted by popups targeting free trials.
- Ensured that the download of newly assembled documents succeeds, even when the filename has been modified in the TXdocs Editor.
- Added a "+" icon to the Heirship Tree allowing users to add from a selected heir. A tooltip will explain the function, and if the icon is grayed out, the tooltip will indicate why adding is not permitted.
- Improved the ability to enter approximate dates for heirs – a simple click now toggles the ability to enter an approximate date when the exact date is unknown.
- Added address, city, state, zip and county fields to mother and father of decedent.
- The readability of the print of the heirship tree has been improved by changing the background shading for siblings and children to a lighter gray.
- Replaced "Divorced" with "Dissolved"
- Enhanced the warning message when deleting parents to clearly indicate that the deletion will cascade to related entries such as siblings, nieces, and nephews.
- New addition to the Probate Inventory to support debts of the estate.
- Added a new condition to automatically classify property as separate property in Probate Inventory
- NEW: Support for the interest rate as published by the Texas Office of Consumer Credit Commissioner. This monthly updated rate will be updated automatically in TXdocs and will be populated automatically when assembling a form that uses the rate.
- Fixed display of values when the debt associated with an asset is greater than the value of the asset itself.
- Fixed display of awarded assets with associated debts on the report.
- NEW: Reimbursements can now be awarded in the proposed division, and they can be split if needed.
- Updated the Excel export to include reimbursements and enhanced the export formatting for separate property items.
- Fixed the display of the date of tasks
- When sending a new service to a client, changes to the email address can be saved to the client information.
- ‘Open as user’ is no longer available when a service has been downloaded, only open services can be modified by the client or the attorney.
- Improved ‘Download All’ in Document Exchange to quickly download a zip file with all documents that your client has uploaded.
- Improved the order of the listed services when selecting a service to be sent to a client.
- Renamed the last menu item to “Services Report” for clarity.
- Ensured the list of Online Intake services always appears when creating a prospect.
- Improved saving the cause number to the case after an initial filing was accepted.
- NEW: When a court has been configured to not support attachments or proposed orders we now offer the user to merge the documents, or convert the attachments and proposed orders to become separate lead documents. A lead document corresponds to the selected filing code. Each filing may only include one lead document, but multiple filings can be submitted together in a single envelope.
- NEW: Added a button to the login screen to make it easier to register a new eFiling firm if needed.
- Fixed the display of certain filings in the ‘Status All Cases’ overview – the service recipients could overlap other text.
- Added a tooltip to explain merging of documents.
- Added optional totals to “Payments Received” report
- Updated report “Aged Account Receivables” and added an option to treat unbilled trust withdrawals as billed.
- Added a new Unbilled Hours report to easily track unbilled hours including ‘tracking only’ hours.
- Added an option to include ‘tracking only’ timeslips in the Case Timeslips report.
- Added support for custom statement headers for Trust Deposit Requests and Receipts.
- Improved support for custom margins in the custom header for bills.
- The “View/Print” button on the statements tab opens the statement PDF directly in a viewer.
- The “Download” button on the statements tab saves the PDF to your computer.
- Added an export to Excel to the Case Status Report