Equinox Version 8.3.4 was made available for release on the 23rd April 2020.
New Features
System Area | New Feature | Description | Contact Support to Use |
System Setup | Azure Client Access Integration | Ability to integrate Client Access accounts with Azure | |
Tasks & Deadlines | Priority Based Renewal Laws | Renewal laws based on priority date now supported | Enterprise Renewals module only |
Tasks & Deadlines | Renewal Law Filters | Renewal laws can be specified by Subcategory of Matter | Enterprise Renewals module only |
Tasks & Deadlines | Renewal Expressions | Renewal laws can now be overridden with custom Expression based laws | Enterprise Renewals module only |
Tasks & Deadlines | Renewal Responsibility | Ability to set default renewal responsibility for each matter category which is renewable | Yes |
Address Book & Contacts | Client Care Files | Option for generating client care files based on matter code format and not in the name of the client | Yes |
Improvements
System Area | Improvement | Contact Support to Use |
System Setup | Addition of new Language Aware Expression functions and easier ability to add additional language support in Equinox | Yes |
Tasks & Deadlines | Optimisations made to renewals system for faster loading time | Enterprise Renewals module only |
System Setup | Renewal Responsibility property of a matter now available for expressions | Enterprise Renewals module only |
Documents | Reverse Proxy Aware Document Previewing Functionality | |
Reports | Licensee added to Bulk Update Tool in report generator | |
Reports | Authority Added to Bulk Update Tool and Associate changing updated to reflect new functionality | Requires Address Book Authorities, see V8.1 |
Reports | Updated bulk update functionality to use structured goods and classes functionality when applicable | Requires New Goods and Classes, see V8.1 |
System Setup | Expressions menu had ordering changed to be alphabetic and by type | |
Correspondence | Updated EML Generation to pull inline attachments as well as external attachments when retrieving mail from Office365 or Exchange | Requires Smart Templates and Correspondence Management, see V8 |
Correspondence | Updated Outgoing Correspondence email generation to generate emails using CID tags and not base64 encoded inline images (Exchange integration only) | Requires Smart Templates and Correspondence Management, see V8 |
Finance & Charges | Improved Timer charge Sheet entry matching when certain field aren’t set | |
Cases | Structured Goods & Classes Display improvements to show Registered Design’s subclass | Requires New Goods and Classes, see V8.1 |
Cases | Recordal Module Improvements | Yes |
System Setup | Client Access Display Improvements | |
Cases | Nationalisation tool (and other case generation tooling) now has a blank entry when generating cases and utilising the preferred associate functionality | |
Correspondence | Smart templates now filtered by recipient type when generating ad-hoc correspondence | Requires Smart Templates and Correspondence Management, see V8 |
System Setup | Active user now has some additional merge codes available | |
Cases | Improved case code generation on incoming correspondence module | Yes |
System Setup | Improved incoming correspondence permission levels | Yes |
Address Book & Contacts | Active/in-active filter added to locations and statutory contacts on the organisation edit screen |
Fixes
System Area | Fix |
Correspondence | Fix for User Signature not allowing upload in all situations |
Finance & Charges | Fix for a charge being added to the system and not being correctly based on the charge sheet definition in all scenarios |
Cases | Fix for member rights not setting legal entity correctly in all scenarios |