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Document Assembly Enhancements (TXdocs & TXdocsPlus)

  • Selecting forms to assemble has been improved: We've added a new button to preview the form in a bigger window and fixed an issue using the advanced search where the preview would occasionally remain blank.
  • Edit template: Corrected preview to show edited version instead of original version.
  • User worksheets: Now includes panel numbers on the report when option is active. 
  • Delinquent child support calculator: Now shows interest of each amount.
  • Inventory tools: Export of these tools to Excel no longer require Excel to be installed on the pc.
  • Anywhere/Cloud version: When printing to PDF from report previewer, a popup will appear to directly download the generated PDF. 

Practice Management Enhancements (TXdocsPlus & TXpractice)

  • Billing: The "cases on hold" report now has a total number of cases on hold, the client/case form allows you to select an alternative rate schedule for a specific case and a bug that caused the statement not to use "invoice" when that option was active has been fixed.
  • Emails: When manually sending emails, the reply address is the email address of the logged in user (NOTE: This does not apply to email sent using the outlook integration).
  • Temporary files: Created when sending emails with attachments, are now periodically cleaned.
  • Anywhere/Cloud version: When printing to PDF from report previewer, a popup will appear to directly download the generated PDF.