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Tools

  • Added Document Category/Subcategory search to Mass Document Upload

  • Added ability on Mass Document Upload page to automatically create tasks associated with the uploaded documents.

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.

Template:

Page Generated from the Template:

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