FEBRUARY 2026: SOFTWARE
Select a section below to view a complete list of software updates:
- NEW — Added staff initials to Recently Assembled documents to improve visibility of who assembled each document and to facilitate easier filtering.
- Fixed an issue where the Contacts Manager did not display instructions for adding a contact and case.
- Ensured that TXdocs Certification can only be started when Document Assembly is not active.
- Ensured that per-case subscriptions prompt users to register a case when assembling through “Find a Form.”
- Improved Word export (DOC/DOCX) to properly support table headers with a black background.
- Fixed a bug in the Heirship Tree that caused deceased great-great-grandchildren to display the wrong icon.
- Fixed an issue that could cause TXdocs to crash when clicking a link while the account was expired.
- NEW — Added a menu option in the Help menu to open the Release Notes.
- NEW — Added a banner that displays after a new release.
- NEW — Added a Completion Percentage indicator to all sent questionnaires to quickly track client progress.
- Fixed an issue where sending an invite could cause email fields to be replaced with incorrect values.
- Prevented dashboard buttons from being clickable when no message is selected.
- Ensured that the dashboard displays the correct date range when opened.
- Improved the Case Status report:
- Fixed the case type filter.
- Added a checkbox to include the rate schedule and the primary attorney’s rate. - Added a horizontal scrollbar to tables in the “Account Details” tab of Billing Manager.
- Added “Wire Transfer” as a payment type in the Add Payment form.