Equinox Version 8.3.4 was made available for release on the 23rd April 2020.


New Features

System AreaNew FeatureDescriptionContact Support to Use
System SetupAzure Client Access Integration

Ability to integrate Client Access accounts with Azure



Tasks & DeadlinesPriority Based Renewal Laws

Renewal laws based on priority date now supported


Enterprise Renewals module only
Tasks & DeadlinesRenewal Law Filters

Renewal laws can be specified by Subcategory of Matter


Enterprise Renewals module only
Tasks & DeadlinesRenewal Expressions

Renewal laws can now be overridden with custom Expression based laws


Enterprise Renewals module only
Tasks & DeadlinesRenewal ResponsibilityAbility to set default renewal responsibility for each matter category which is renewableYes
Address Book & ContactsClient Care FilesOption for generating client care files based on matter code format and not in the name of the clientYes

 

Improvements

System AreaImprovementContact Support to Use
System SetupAddition of new Language Aware Expression functions and easier ability to add additional language support in EquinoxYes
Tasks & DeadlinesOptimisations made to renewals system for faster loading timeEnterprise Renewals module only
System SetupRenewal Responsibility property of a matter now available for expressionsEnterprise Renewals module only

Documents
Reverse Proxy Aware Document Previewing Functionality

ReportsLicensee added to Bulk Update Tool in report generator
ReportsAuthority Added to Bulk Update Tool and Associate changing updated to reflect new functionalityRequires Address Book Authorities, see V8.1
ReportsUpdated bulk update functionality to use structured goods and classes functionality when applicableRequires New Goods and Classes, see V8.1
System SetupExpressions menu had ordering changed to be alphabetic and by type
CorrespondenceUpdated EML Generation to pull inline attachments as well as external attachments when retrieving mail from Office365 or ExchangeRequires Smart Templates and Correspondence Management, see V8
CorrespondenceUpdated 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 & ChargesImproved Timer charge Sheet entry matching when certain field aren’t set
CasesStructured Goods & Classes Display improvements to show Registered Design’s subclassRequires New Goods and Classes, see V8.1
CasesRecordal Module ImprovementsYes
System SetupClient Access Display Improvements
CasesNationalisation tool (and other case generation tooling) now has a blank entry when generating cases and utilising the preferred associate functionality
CorrespondenceSmart templates now filtered by recipient type when generating ad-hoc correspondenceRequires Smart Templates and Correspondence Management, see V8
System SetupActive user now has some additional merge codes available
CasesImproved case code generation on incoming correspondence moduleYes
System SetupImproved incoming correspondence permission levelsYes
Address Book & ContactsActive/in-active filter added to locations and statutory contacts on the organisation edit screen


  

Fixes

System AreaFix
CorrespondenceFix for User Signature not allowing upload in all situations
Finance & ChargesFix for a charge being added to the system and not being correctly based on the charge sheet definition in all scenarios
CasesFix for member rights not setting legal entity correctly in all scenarios