May 2026: Software
TXdocs released an update with new forms and features to bring even more value to your subscription.
Select a section below to view a complete list of software updates:
- IMPROVED: Form list starts sorted by topic at the beginning of Document Assembly. Type to filter immediately—no need to focus the filter field first.
- IMPROVED: “View already answered questions” resets to the preference set in Personal Settings > General.
- IMPROVED: Equalization payment in the Divorce Decree defaults to the amount set in the Proposed Division Tool.
- IMPROVED: Status bar displays the title of the PDF being assembled when assembling multiple PDFs.
- FIX: Government envelope address tool no longer closes when typing to locate the desired item in the list.
- IMPROVED: Support for “Assumed Names” (e.g., “doing business as”) for defendants during assembly.
- FIX: TXdocs Classic could block switching to another application, if document assembly was paused on a required, unanswered, field.
- FIX: Names containing an ampersand (&) now display correctly in the Contacts Manager.
- IMPROVED: Contacts Manager context menu includes “Client Documents” for quick access to previously assembled documents.
- FIX: Switching the selected court now reloads allowed payment types, preventing incorrect payment restrictions during filing.
- IMPROVED: When an error is returned from the state eFiling system, a button allows viewing the underlying error.
- IMPROVED: Support for cases with many service recipients; the list is scrollable.
- FIX: “Add new” option appears only once in the payments dropdown on the Fee Calculation step.
- IMPROVED: Added “Select All” option to Dashboard lists, like the ‘questionnaires incomplete’ list to quickly send reminders to clients.
- FIX: The Heirship Tree will no longer prompt to overwrite the heirs after downloading a Probate Online Intake Questionnaire that did not contain any heirs.