Child pages
  • LEXZUR v9.10.0.0 Release Notes




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

A new option "Copy To" in 360Docs. This feature enables users to duplicate a file and choose a destination within the current directory module. 

Approval through Email

Now the user can enter an old approval date even before one week from the creation of the contract.

The user should not be able to enter the approval date.

It should take the approval date automatically.

Hide approval date and signature date (if available) in Contra and CP
(optional in Contra settings) with default true for all clients

To be hidden by default
Approval date if enabled should be added to comment in audit logs


Issue Type

Issue Key

Summary

Description

1New Feature

A4L-12764

Email Signature

Introducing Email Signatures in Lexzur! Users can personalize their email signatures directly from their profiles. You can customize your signature with different font styles, sizes, colors, alignments, and add images. 

2New Feature

A4L-12203

Disable email notifications in the Advisor Portal

Users now have the option to control and turn off email notifications sent to the advisor portal from the notification scheme.

3New Feature

A4L-10386

Support BI on top of App4LegalLexzur

Introducing the BI tool in Lexzur! Users, with the enterprise plan, can now personalize their dashboards according to their preferences. Any table within the system can be transformed into a visual dashboard using an SQL query.

Performing two POCs using Metabase and Apache Superset.

we have determined that the free plan of Metabase does not fully meet our requirements (Embedding is not free). As a result, we have decided to proceed with Apache Superset for BI integration.

HLD:

  • Conduct two POCs: one using Metabase and another using Apache Superset.
  • Assess the features, performance, and compatibility of both tools with the App4legal.
  • Set up Apache Superset.
  • Create dashboards and widgets within Apache Superset to mirror the ones in the "Money Dashboard."
  • Embed the Apache Superset dashboard within the Money Dashboard in App4legal, enabling seamless access to BI insights within the application.
  • Create user accounts with the appropriate roles/database/datasets within Apache Superset and establish mappings to respective App4legal instances.
  • Deploy Apache superset as a service.
4New Feature

A4L-9635

The "Copy to" option in 360 Docs

5New Feature

A4L-13068

??

6New Feature

A4L-12960

Disable matter/litigation case edit

Users now can control edits to matters and cases from the Advisor portal. They can easily enable or disable this feature through the settings.

7New Feature

A4L-12796

Email Listeners

??

Automatically add matters into Lexzur based on an email that is received at specific addresses.

Each Practice Area in Lexzur will have a corresponding email. 

The injected email should appear in the email tab and the user should have the ability to reply to it from within Lexzur.

The email will fill the following: 

  1. Email Subject - Matter Name
  2. Email Receive date - Arrival Date
  3. Email sender - Requested By
  4. Email Domain - Practice Area + Assigned Team
  5. Email Body - Matter Description
  1. The client will have to create the emails on their mailing server
  2. A guide on how to configure the email address + injection should be very easy and straight forward for Cloud Clients
  3. What will happen if the same email was sent twice? ignore? or add as comment?
8New Feature

A4L-12314

Reset Contract ID Option

Users now can reset Contract/Document IDs based on specific criteria, such as type, year, or both, for Contracts/Documents created after activation.

9New Feature

A4L-10051

Email Engine Support Exchange Server

??

10Improvement

A4L-13446

upload page when there is permission

??
11Improvement

A4L-13398

Share the Signed Contract via Email 

Signed Contracts will now be automatically emailed to all signees once they are signed within the system, eliminating the need for manual distribution. This behavior mirrors that of DocuSign and AdobeSign.
12Improvement

A4L-13269

Approval Email using Email Listeners

Make approve and reject buttons send emails and work using email listeners

13Improvement

A4L-13255

Task Type filter in the Task Board

A new filter "Task Type" has been added to the task kanban board, making it simple for users to filter tasks based on their type.

14Improvement

A4L-13123

Contra Privacy Per Group

??

15Improvement

A4L-13084

quick signature enhancements for DP

  1. add "sign with" to lexzur button
  2. make internal sign (old sign) enabled/disabled from setup & configuration, since DP don't want to see it
16Improvement

A4L-13053

delegation not supported on new approval/signatures

currently in the delegation, all new contracts created or raised the delegation doesn't work on the approval or signature center and it is causing a big issue. when someone delegates, it means he is going OFF and needs someone to act on his behalf in the approval and signature center.
17Improvement

A4L-13050

CP naming enhancement

18Improvement

A4L-13047

Add Assign button in contracts

add option assign in the 3 dots:
that will open a new form (popup) with the assigned team and assignee field

it should have a separate permission

19Improvement

A4L-13046

Added Watcher to Screen workflow

20Improvement

A4L-13045

Add collaborators to upload form

21Improvement

A4L-13044

Add default values for upload form

22Improvement

A4L-13033

Add status to related contracts grid

23Improvement

A4L-13030

Hide all none value Contra/Cp

24Improvement

A4L-13023

The user should not be able to select the approval date in approve

 

4New Feature

A4L-9635

The "Copy to" option in 360 Docs

A new option "Copy To" in 360Docs. This feature enables users to duplicate a file and choose a destination within the current directory module. (enabled from user group permissions)

5New Feature

A4L-13068

Approval through Email


??

6New Feature

A4L-12960

Disable matter/litigation case edit

Users now can control edits to matters and cases from the Advisor portal. They can easily enable or disable this feature through the settings.

7New Feature

A4L-12796

Email Listeners Feature

Introducing a new email listener feature for Matter and Contract approvals. Users can configure their email listeners to automatically add matters into Lexzur based on emails received at specific addresses. They can customize the domain, practice area, category, and specify the assigned team and creator directly. 
8New Feature

A4L-12314

Reset Contract ID Option

Users now can reset Contract/Document IDs based on specific criteria, such as type, year, or both, for Contracts/Documents created after activation.

9Improvement

A4L-13398

Share the Signed Contract via Email 

Signed Contracts will now be automatically emailed to all signees once they are signed within the system, eliminating the need for manual distribution. This behavior mirrors that of DocuSign and AdobeSign.
10Improvement

A4L-13269

Approval Email using Email Listeners

Make approve and reject buttons send emails and work using email listeners

11Improvement

A4L-13255

Task Type filter in the Task Board

A new filter "Task Type" has been added to the task kanban board, making it simple for users to filter tasks based on their type.

12Improvement

A4L-13123

Contra Privacy Per Group

A new option has been added to contract privacy settings, allowing users to set privacy on a per-user groups. 

13Improvement

A4L-13084

Lexzur Internal Signature

Introducing a new enhancement to Lexzur Internal Signature. Now, Lexzur signatures come with their own dedicated workflow. You can easily enable or disable this feature from the settings. Users can utilize it just like any other digital signature, customizing the signature process with options like signature names, stamps, and more. 

14Improvement

A4L-13053

Supporting new approval/signatures in Delegation

Delegation will now extend support to all newly created contracts during the delegation process, assigning work in the approval or signature center to the alternative user. This extension will also be applied to the CP delegation.
15Improvement

A4L-13047

Assign Contract new Window

You can now assign contracts to a user or team directly from a dedicated window, with the option to restrict access based on permissions.

16Improvement

A4L-13046

Add Watcher to Screen workflow

Users now can include the watcher field in the screen when transitioning from one status to another, which can be managed within the contracts workflow.
17Improvement

A4L-13045

Additional Fields in Upload Contra Forms

Users now have the option to add a collaborator field when configuring contract forms. Additionally, there is now a default value option available to predefine a value for hidden fields within the form.
18Improvement

A4L-13033

Workflow Status of Related Contracts

From the "Related Contracts/Documents" tab, users can now monitor the workflow status of contracts associated with the main contract.
19Improvement

A4L-13030

Hide "None" Value Contract Fields

Admin users now have control over the visibility of contract fields based on the "None" value. They can choose whether to display all "None" values in the contract details or hide them entirely. This functionality applies to contracts within the system as well as CP contracts.
20Improvement

A4L-13023

The user should not be able to select the approval date in approve

Now the user can enter an old approval date even before one week from the creation of the contract.

The user should not be able to enter the approval date.

It should take the approval date automatically.

Hide approval date and signature date (if available) in Contra and CP
(optional in Contra settings) with default true for all clients


To be hidden by default
Approval date if enabled should be added to comment in audit logs

21Improvement

A4L-13022

 Signature center to be hidden based on the request type

The signature center shouldn't show in the request if there's isn't a signature workflow related to the request. both the requester and user working on the request shouldn't see the signature center when there isn't one as it is confusing them.


Add a settings page called(Tabs per type Configuration) per contract type and subtype, to show all tabs and allow the user to select/unselect from it(to affect CP as well)

Hide tabs per contra type

22Improvement

A4L-12996

Enable the requester to search for a watcher by different info

The requester may search for a user ( watcher by field) by writing his email, extension, mobile, and username as well as the display name.
 
Now we can search by display name by sometimes the requester has only the email of the user (does not know the display name ).|
23Improvement

A4L-12991

In the License Management, the requester will create a new Legal Advice if the Legal Advice is done then complete the License Management process

related contract field in CP request types
24
25Improvement

A4L-13022

 Signature center to be hidden based on the request type

The signature center shouldn't show in the request if there's isn't a signature workflow related to the request. both the requester and user working on the request shouldn't see the signature center when there isn't one as it is confusing them.

Dev Feedback:

Add a settings page called(Tabs per type Configuration) per contract type and subtype, to show all tabs and allow the user to select/unselect from it(to affect CP as well)

26Improvement

A4L-12996

Enable the requester to search for a watcher by different info

The requester may search for a user ( watcher by field) by writing his email, extension, mobile, and username as well as the display name.
 
Now we can search by display name by sometimes the requester has only the email of the user (does not know the display name ).|
27Improvement

A4L-12991

In the License Management, the requester will create a new Legal Advice if the Legal Advice is done then complete the License Management process

28Improvement

A4L-12962

Approval Email Enhancement

29Improvement

A4L-12794

move new Lexzur sign to lexzur sign workflow

  • The new lexzur sign process should replace the old sign process.
  • 'lexzur' should be sent as the workflow to the app that sets the coordinates instead of 'uaepass' (to be coordinated with adnan)
  • lexzur sign should be removed from uaepass workflow (since coordinates are being set based on workflow, and it would cause problems if it is set from uae pass and normal wokflow for lexzur sign)
30Improvement

A4L-12739

Give the user the option to choose which history to show in emails

Give the user the option to choose which history to show in emails 
2 dropdowns (approval center,signature center,amendment, addendum...)
If he chose approval center which data(approve, reject, add ,delete...)
both can be multiple select
3125Improvement

A4L-12738

Remove Lexzur from notifications and cp tab name

Instead of Lexzur, bring the Outgoing Mail (SMTP Mail Server): From Name in Outgoing Mail+make client portal tab read from app title in look and feel
3226Improvement

A4L-12687

contract enhancements

1-In the contract template forms the assignee list is showing all 300 users, and there is no way to search through this list.
2- If I signed the contract I don't need a notification in the system that I signed the contract, this point and the above are causing confusion.
3- The sign button that appear in the email should take the user to signing screen directly, reduce additional button clicks required

Dev Feedback:
1- search bar is added to assignee dropdown in contract template form
2- no system notifications will appear when the logged in user signs a contracts and exclude action maker is activated from notification scheme page.
3- when using the new lexzur sign, when you set coordinates and an email is sent, if you click sign from the email, you will be redirected to the sign form directly.

3327Improvement

A4L-12665

Make default contract name configurable

1- when a user adds a contract using a contract template, upload form, or request type, and leaves the name empty, it is being defaulted to type - party 1 // party 2

but in in house legal departments, it doesn't make sense to include party 1, since it will always be the same. So, we need to add a value in system preferences => contract default values to configure the contract default name, it can be ['type', 'type - party 1 // party 2 // party 3 (if exists)', 'type - party 2 // party 3 (if exists)']

2- when adding a contract from template, in the first step, you can set a name for the document that will be generated, if the user leaves it empty, use the contract name for it.

3428Improvement

A4L-12560

Enhancement for Lexzur Sign

  1. Support multiple signatures
  2. Add when using lexzur sign :
  • Stamp Field
  • Name
  • Designation
  • Date
3529Improvement

A4L-12493

set to be approved and to be signed documents visible in cp when collaborator is added as approver or signee

set to be approved and to be signed documents visible in cp when collaborator is added as approver or signee

add to be visible when the approval/signee is collaborator (from approval center and signature center)

3630Improvement

A4L-12252

add the requester and collaborator to notification

add the requester and collaborator to the "contract/document signed from client portal" and" Contract/Document Rejectionfrom Client Portal" to receive email notifications

To check the notifications of rejection in Approval and Signature

3731Improvement

A4L-12068

Support forward/reply-all to the email engine

new options in the email engine to: forward, reply all

3832Improvement

A4L-11914

Default the name of the contract to Contract Type- Party 1//Party 2

in all add contract if name is not available to set it

3933Improvement

A4L-10978

Internal - Set Default value for Party 1

Support defaulting the Party 1 value to a named company in the Add form, CP Form, and Contract Templates to avoid a mindless repetition from the user.

Define Party 1 on the system settings 

4034Improvement

A4L-11590

Internal Task - Minimize the use of multiple PDF libraries

Choose a single library that meets your PDF generation needs. In this case, you've chosen mPDF.

Objective :

  • remove dompdf helpers class everwhere in app
  • remove usage of dompdf to create pdf and use mpdf instead
4135Improvement

A4L-10694

Contract Templates - Support in system variables the option of Contract ID

Variable Type: System Field

Mapped-to-field: Contract ID (system generated supporting the new ID formats)

4236Improvement

A4L-12814

All numerical values to include commas
4337Improvement

A4L-12791

Add Exchnage Rate column to Bill/Expenses Grid
4438Improvement

A4L-12482

Add Required Star to Billing Forms

Some forms in the billing module missing the required stars.

  • Invoice - step 3 - Add tax on the fly
  • Invoice - step 3 - Add service on the fly
  • Invoice - step 4 - E-invoicing required fields (ZATCA only)
  • Credit Note
  • Money Transfer
  • Invoice Payment
  • Bank Reconciliation
4539Improvement

A4L-12473

Contract Audit Logs

Add filter for the history table

4640Improvement

A4L-12428

Add checkbox "Update default exchange rate" on expense
  1. Add a new expense.
  2. Edit exchange rate.
  3. Add checkbox "Update default exchange rate".
4741Improvement

A4L-12385

unify The name of "comments" box in the CP and Main user

Unify the name of the "Comments" box in the CP and from the main user side to be the same and not "notes" one side and Comments from the CP side. 

rename "Comments" to "Notes" on the Client portal. Also, let the CTA be "Add Note" in both core and cp

4842Improvement

A4L-12258

Display paid amount and remaning amount without the need to refresh

Steps to Reproduce:

  1. Create an invoice / existing invoice 
  2. Add a payment.
  3. Select the invoice again. 

Current behavior: 

Paid amount and remaining amount don't change until refresh . 

Enhanced Behavior: 

Paid amount and remaning amount to be changed automatically without refresh . 

4943Improvement

A4L-11981

Negotiation Form Enhancements

in Contra and CP

  1. when the contract is approved and the negotiation is not completed=> change the status to completed
  2. when adding a new comment in negotiation, scroll to the new one
    remove @ from all comments, and make it blue (same as Jira but without a link)
  3. add space at the end of the comment 
  4. keep the negotiation visible when the contract is approved(make it clickable to check the negotiation thread)


5044Improvement

A4L-11755

Update empty exchange rate information for old invoices, bills, and expenses [Migration]

Internal

5145Improvement

A4L-11515

Client Portal - Disable comments box on a request


RCU is using the workflows to set a status where input from the requester is required.

They want the comment box in general to be disabled, and only when the request is in this status the requester can fill in the comments box (in a workflow transition screen)

Add option to the cp settings, to enable/disable the comment in the details page(ability to add a comment)



5246Improvement

A4L-11470

Zamakhchary - Time KPI report

Ability to search by assigned team in the time kpi report


5347Improvement

A4L-11287

Client Portal - Reorder request categories

Support the ability to reorder the categories on the client portal home page for core and contra


5448Improvement

A4L-10110

Add Hijri calendar to Upload Contract

Add the option to add hijri calendar to Date and start date in contract upload forms

5549Bugs

A4L-13454

cascading list in Client portal


5650Bugs

A4L-13453

error when add approvals in new mssql db


5751Bugs

A4L-13431

adding an assignee on mssqL creating an error


5852Bugs

A4L-13420

Contract remains "not started"


5953Bugs

A4L-13419

Adding Approvers of Any Type other than User are Not Displayed As Contributors


6054Bugs

A4L-13410

Document Disappear From CP when Signed With DocuSign


6155Bugs

A4L-13404

enhancement in Tabs config


6256Bugs

A4L-13375

contributors are not edited unless refreshed


6357Bugs

A4L-13346

The alert indicating that the assignee is out of office does not appear


6458Bugs

A4L-13344

"Update failed" appears when changing the assignee


6559Bugs

A4L-13340

Empty event name and php error on edit


6660Bugs

A4L-13332

Wrong modified by is showing in contract


6761Bugs

A4L-13320

An error occurs when adding delegations


6862Bugs

A4L-13318

The contract appears in the CP when a user is added as a signee


6963Bugs

A4L-13311

Login button is not showing when approving


7064Bugs

A4L-13293

No alert is being displayed if the user doesn't exist in the new assign form on server


7165Bugs

A4L-13290

Save button remains disabled in milestone


7266Bugs

A4L-13278

Translation issues in Billing Dashboards - French


7367Bugs

A4L-13277

Approved icon isn't showing properly


7468Bugs

A4L-13264

bug in approval and signature grid on mssql


7569Bugs

A4L-13258

Alignment of Portal Design with Dubai Police Standards


7670Bugs

A4L-13245

Approver isn't showing in edit from


7771Bugs

A4L-13217

Assignee not being updated on approval center


7872Bugs

A4L-13210

Error When Selecting Person As Client on MSSQL


7973Bugs

A4L-13208

delete matter workflow transition


8074Bugs

A4L-13204

Error when Adding Email in Request type on MSSQL


8175Bugs

A4L-13199

Parse Error when Creating a Contract from Request Type on CP


8276Bugs

A4L-13197

Related contracts/documents not showing in dropdown on mssql for client portal


8377Bugs

A4L-13196

Removing permissions not showing alert


8478Bugs

A4L-13190

CSRF issue in upload file in contra negotiations


8579Bugs

A4L-13188

error in CP home page in MSSQL


8680Bugs

A4L-13173

can't approve/sign contract when changing user group


8781Bugs

A4L-13171

error on saving template


8882Bugs

A4L-13145

Wrong-Task-Board-Information-in-French


8983Bugs

A4L-13080

Advanced Export to word - Hearings selected in slots without stages


9084Bugs

A4L-13036

Start date can be greater than end date in renew and client portal request


9185Bugs

A4L-12992

Signature dropdown button isn't showing on arabic


9286Bugs

A4L-12948

contract audit logs - channel greater than 3 chars


9387Bugs

A4L-12853

external approve translation bug


9488Bugs

A4L-12669

Contract does not appear in the client portal, even if the collaborator is in the approval center and signature center


9589Bugs

A4L-12495

Issues when enabling CSRF and Secure Cookies - Self hosted instance


9690Bugs

A4L-12492

theme breaking on otp page


9791Bugs

A4L-12462

signature form bugs


9892Bugs

A4L-11724

"On" always appears in the generated report


9993Bugs

A4L-11683

Second Signee not receiving email when there is no order between signees


10094Bugs

A4L-11461

Users are not showing for contributors


10195Bugs

A4L-10673

can't add contract when having deleted user group as approver


10296Bugs

A4L-12943

wrong time in database type CURRENT_TIMESTAMP


10397Bugs

A4L-12854

Access Denied Alert is Displayed 3 Times When Navigating to My Time Entries


10498Bugs

A4L-12581

Timekeeper Summary, Invoice Total, and Paid Amount fields come empty


10599Bugs

A4L-12049

Invalid behavior for Judgment Value vs. Matter Value per Client Report


106100Bugs

A4L-11789

Server Error on time entries when no permissions are granted


107101Bugs

A4L-8524

Request type categories allowing duplicates


...