Authentication
Introduced support for two-factor authentication. The code can be delivered via email or text message.
Two-factor authentication parameters can be configured under Admin → System Parameters.
Added “Restore Password” “Forget Password?” functionality.
User name and email associated with the user are required to reset the password.
Password reset email is send sent if the provider provided information is correct.
Applies to SmartAdvocate Cloud Only. Added 
The added ability to specify alternative organization name for user logins is now available to SmartAdvocate Cloud clients only. For example, if your firm name is Best Law Firm and your domain for user emails is blf.com then the SmartAdvocate cloud can be configured to accept both user@BestLawFirm and user@blf.com as valid logins.
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Contact SmartAdvocate support if you would like to set up an alias for your firm. |
Barcoding
Added option to specify a folder when generating document barcode.
My SmartAdvocate
Status columns were added to show/hide menu of Tasks Assigned to Me and Tasks Assigned by Me panels.
Added ability to expand individual panels to full screen.
“Go Directly To” menu can now be customized (System-wide) to include any case-related pages.
Configuration The configuration is done under Picklist Maintenance (“Go Directly To Options“).
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This configuration affects the case right-click menu on all screens where it is available. |
Added Attorney column and ability to Show/Hide Columns to My Cases panel.
Outlook Plugin
SmartAdvocate Outlook Plugin now supports the creation of an appointment in SmartAdvocate from an invite or appointment in your Outlook calendar.
Right-click on the invite and select “Accept and Add to SmartAdvocate”.
Right click on the appointment already on your Outlook Calendar and select “Add to SmartAdvocate”.
Added ability to select “Delivery Method” when attaching email or documents from Outlook.
Project Details
Added FDA Approval Date field
Added Ability bbility to associate documents with a project.
Recently Accessed Cases
Added ability to customize columns for Recent Cases → All Recently Accessed Cases.
Tools
Added Folders support to Mass Document Upload page.
Added Tracking Date column to the Mass Time Entry page.
SA will remember users selection for “Append file name to Description” checkbox on Mass Document Upload page.
Added Document Category/Subcategory search to Mass Document Upload page.
Added ability on Mass Document Upload page to automatically create tasks associated with the uploaded documents.
Multiple improvements were implemented on the Document Search page
Added a preview panel
Added multi-select/multi-update option
Added more document actions: Email Link, Download, Edit Properties.
Top Case Search
Introduced Critical Comment indicator on the Top Search Results page. This indicator allows users to see that there is a critical comment on the case even if they don’t open the case.
If a contact has a nickname it will be shown after the name.
User Preferences
Added ability to limit notifications by the user role on the case. Below example limits case-related notifications only to cases where the user is assigned as Attorney.
New Case Pages
New Feature: Custom Template Pages. Now you can add template-based pages to your Cases. The templates are defined in a the same way as email and note templates. Custom Template Pages can be added to the case menu using Admin → Case Menu Configurator.
Assignment of the Templates to specific template pages can be performed under Admin → Template Pages Configuration
Template:
Page Generated from the Template:
