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.

  

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.

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• “Go Directly To” menu can now be customized (System-wide) to include any case-related pages.

  

  Configuration is done under Picklist Maintenance (“Go Directly To Options“).

  

Project Details

• Added FDA Approval Date field

• Added Ability 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 to 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

  1. Added a preview panel

  2. Added multi-select/multi-update option

  3. Added more document actions: Email Link, Download, Edit Properties.

  

User Preferences

• Added ability to limit notifications by the user role on the case. Below example limits case related notifications only to cases where 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 same way as email and note templates. Custom Template Pages can be added to the case menu using Admin → Case Menu Configurator.