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  • LEXZUR v9.10.0.0 Release Notes




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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)


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 Lexzur

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. 

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 have their own dedicated workflow, enabling support for multiple signatures. You can enable or disable this feature from the settings. Users can use it like any other digital signature, customizing coordinates with features such as signature names, stamps, designations, and dates, while also receiving emails.

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

Hide Approval and Rejection Date

Users now have the option to remove date fields for approval and rejection. It is no longer mandatory to specify dates, as they can be hidden from the settings.

21Improvement

A4L-13022

Customize Contract Tabs Appearance

A new settings page "Tabs per type Configuration" is now available where users can choose which tabs they want to display in contracts based on the selected type. This feature will also apply to CP contracts.

22Improvement

A4L-12996

Enhanced Watcher Search Functionality from CP 

Requesters from the CP now have the ability to search for watchers using any related information, not just their name. They can input their email, mobile number, username, or display name for the search.
23Improvement

A4L-12991

Related Contract/Document Field in Client Portal Request Types

Now, a new field for related contracts/documents can be incorporated into client portal request types, allowing requesters to link new requests to existing contracts.
24Improvement

A4L-12739

Customize History in Contract Notification Email

Users now have the option to select the specific history they wish to display in contract notification emails. This includes options like general details, approval, signature, renewal history, and more.
25Improvement

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
26Improvement

A4L-12687

Contract Enhancements

Several enhancements to contracts, including:

1. Introducing a new search bar for assignees in contract templates, making it easier to find and select the assignee.
2. System notifications now exclude the action maker by default for signing contract notifications.

27Improvement

A4L-12665

Default Contract Name

Users now have the option to set a default contract name. If the contract name field is left blank, it will be automatically filled based on predefined options, including Contract Type, Type - Party 1 // Party 2 // Party 3 (if available), or Type - Party 2 // Party 3 (if available).

28Improvement

A4L-12493

Automatic Visibility of Approval and Signing Documents in CP

Documents labeled as "to be approved" or "to be signed" will now automatically appear in the CP when a collaborator is added as an approver or signee.

29Improvement

A4L-12252

Email Notifications for Requesters and Collaborators

Requester and collaborator have been included in the list of users set to receive email notifications for triggers such as "Contract/Document signed from Client Portal" and "Contract/Document Rejection from Client Portal."

30Improvement

A4L-12068

Support forward/reply-all in the Email Engine

New options have been added to the email engine, including the ability to Forward and Reply All.

31Improvement

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

32Improvement

A4L-10978

First-Party Default Value 

Users now can define a default value for Party 1 in the Add form, CP Form, and Contract Templates, reducing repetitive input. This default first-party name can be configured in the settings.

3332Improvement

A4L-11590

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
3433Improvement

A4L-10694

Contract ID in Contract Templates Variables

A new field for "Contract ID" has been introduced under the system variables type in the contract template.

3534Improvement

A4L-12814

Commas in Numerical ValuesThe numerical value has been improved to include commas after every three decimal places.
3635Improvement

A4L-12791

Exchnage Rate Column in Bills and Expenses GridA new "Exchange Rate" column has been added to the Bills and Expenses Grid. This displays the variance in rate between the entity's currency and the currency used in each transaction.
3736Improvement

A4L-12482

Enhanced Billing Forms with Mandatory Field Markings

Several billing forms have been enhanced, now including asterisks (*) to denote mandatory fields. This improvement applies to areas such as invoices when adding taxes or services, ZATCA-required fields, bank reconciliation, money transfers, and more.

3837Improvement

A4L-12473

Contract History Filter

A new filter has been added in the contract history section, giving users the option to select which types of contract history they want to view, including details, approval, signature, renewals, amendments, and more.

3938Improvement

A4L-12428

Update Default Exchange Rate on Expense

A new option has been introduced if users click to edit the exchange rate, from the add expense form, they can now also update the default exchange rate directly.

4039Improvement

A4L-12385

unify The name of "comments" box in the CP and Main userRename Notes Section in Client Portal

The Unify the name of the "Comments" box in both the CP Client Portal and from the main user side to be the same and not "notes" one side and Comments from the CP side. rename "Comments" interface has been unified and renamed to "Notes" on the Client portal. Also, let the CTA be "Add Note" in both core and cp."

4041Improvement

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 . 

4241Improvement

A4L-11981

Negotiation Form Enhancements

in Several enhancements have been made to the negotiation form in both Contra and CP. These include improvements in the comment and mention behavior, automatically changing the status to "completed" when the contract is approved

and

but the negotiation is not

completed=> change the status to completed
  • 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)
  • add space at the end of the comment 
  • keep the negotiation visible when the

    yet completed, and keeping the negotiation visible even after the contract is approved (

    make

    making it clickable to

    check

    view the negotiation thread).

    4342Improvement

    A4L-11755

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

    Internal

    4443Improvement

    A4L-11515

    Client Portal - Disable comments box on a request
    Disable Comments from CP
    Admin users now can manage the comments option from the CP. They can choose to enable or disable the option that allows requesters to add comments on matters or contracts from the portal.
    4445Improvement

    A4L-11470

    Zamakhchary - Time Assigned Teams in KPI report

    Ability to Now, you can search by assigned team in directly from the time kpi entries KPI report.


    4645Improvement

    A4L-11287

    Rearrange Client Portal - Reorder request categoriesRequest Categories

    Users can now easily rearrange the Support the ability to reorder the categories on the client portal home page for core and contraboth Core and Contra by simply dragging and dropping the category to their desired position.

    4647Improvement

    A4L-10110

    Add Hijri calendar to Calendar in Upload Contract Forms

    Add the option to add hijri calendar to Date and start date The option for the Hijri calendar can now be included for Date fields in contract upload forms.

    4847Bugs

    A4L-13454

    cascading list in Client portal


    4948Bugs

    A4L-13453

    error when add approvals in new mssql db


    5049Bugs

    A4L-13431

    adding an assignee on mssqL creating an error


    5150Bugs

    A4L-13420

    Contract remains "not started"


    5251Bugs

    A4L-13419

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


    5352Bugs

    A4L-13410

    Document Disappear From CP when Signed With DocuSign


    5453Bugs

    A4L-13404

    enhancement in Tabs config


    5554Bugs

    A4L-13375

    contributors are not edited unless refreshed


    5655Bugs

    A4L-13346

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


    5756Bugs

    A4L-13344

    "Update failed" appears when changing the assignee


    5857Bugs

    A4L-13340

    Empty event name and php error on edit


    5958Bugs

    A4L-13332

    Wrong modified by is showing in contract


    6059Bugs

    A4L-13320

    An error occurs when adding delegations


    6160Bugs

    A4L-13318

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


    6261Bugs

    A4L-13311

    Login button is not showing when approving


    6362Bugs

    A4L-13293

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


    6463Bugs

    A4L-13290

    Save button remains disabled in milestone


    6564Bugs

    A4L-13278

    Translation issues in Billing Dashboards - French


    6665Bugs

    A4L-13277

    Approved icon isn't showing properly


    6766Bugs

    A4L-13264

    bug in approval and signature grid on mssql


    6867Bugs

    A4L-13258

    Alignment of Portal Design with Dubai Police Standards


    6968Bugs

    A4L-13245

    Approver isn't showing in edit from


    7069Bugs

    A4L-13217

    Assignee not being updated on approval center


    7170Bugs

    A4L-13210

    Error When Selecting Person As Client on MSSQL


    7271Bugs

    A4L-13208

    delete matter workflow transition


    7372Bugs

    A4L-13204

    Error when Adding Email in Request type on MSSQL


    7473Bugs

    A4L-13199

    Parse Error when Creating a Contract from Request Type on CP


    7574Bugs

    A4L-13197

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


    7675Bugs

    A4L-13196

    Removing permissions not showing alert


    7776Bugs

    A4L-13190

    CSRF issue in upload file in contra negotiations


    7877Bugs

    A4L-13188

    error in CP home page in MSSQL


    7978Bugs

    A4L-13173

    can't approve/sign contract when changing user group


    8079Bugs

    A4L-13171

    error on saving template


    8180Bugs

    A4L-13145

    Wrong-Task-Board-Information-in-French


    8281Bugs

    A4L-13080

    Advanced Export to word - Hearings selected in slots without stages


    8382Bugs

    A4L-13036

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


    8483Bugs

    A4L-12992

    Signature dropdown button isn't showing on arabic


    8584Bugs

    A4L-12948

    contract audit logs - channel greater than 3 chars


    8685Bugs

    A4L-12853

    external approve translation bug


    8786Bugs

    A4L-12669

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


    8887Bugs

    A4L-12495

    Issues when enabling CSRF and Secure Cookies - Self hosted instance


    8988Bugs

    A4L-12492

    theme breaking on otp page


    9089Bugs

    A4L-12462

    signature form bugs


    9190Bugs

    A4L-11724

    "On" always appears in the generated report


    9291Bugs

    A4L-11683

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


    9392Bugs

    A4L-11461

    Users are not showing for contributors


    9493Bugs

    A4L-10673

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


    9594Bugs

    A4L-12943

    wrong time in database type CURRENT_TIMESTAMP


    9695Bugs

    A4L-12854

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


    9796Bugs

    A4L-12581

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


    9897Bugs

    A4L-12049

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


    9998Bugs

    A4L-11789

    Server Error on time entries when no permissions are granted


    10099Bugs

    A4L-8524

    Request type categories allowing duplicates


    ...