These are the most interesting updates from the latest release of SmartAdvocate.

Internal Messaging

Internal Notifications

Document Versioning

Word Template Editor in the Browser (Mac and Windows)

Now Word templates can be edited directly in your browser. Simply click Edit Template button on the Admin → Document Templates page and fully functional Template Editor opens.

Accounting Beta

Teams for Case Assignments, Tasks, Appointments, etc.

Phone-friendly Form Sharing

Expanded Gender/Pronoun Support

New picklist was added to support gender and pronouns configuration. Appropriate pronouns will be merged into documents when using corresponding merge codes.

Custom Fields On Standard Forms

Partner Law Firm Portal Expansion

Added ability to share selected documents in Partner Law Firm Portal. You can share documents based on document Sub-Category or Tag.

Added ability to configure columns available in Partner Law Firm Portal.

Auto-Refresh Option in Dashboards

Customizable Dashboards (SmartMetrics Dashboards) can now be configured to auto-refresh. To configure refresh rates you can go to Picklist Maintenance → Web Dashboard Configuration.

Case Browse - Mass Add Tasks

Add Task option was added to Mass Update menu on the Case Browse Results screen.

Show Appointments from Related Cases Option

Shortcuts to Close (Save) Edit Dialogs

Most of the edit dialogs can now be closed by pressing Alt-S or Ctrl-Enter. The shortcut works the same way the Save button works - information is saved and the dialog is closed.