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” functionality.

  

  User name and email associated with the user are required to reset the password.

  

  Password reset email is send if the provider information is correct.

  

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 Mass Document Upload 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

  1. Added a preview panel

  2. Added multi-select/multi-update option

  3. 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 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 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.