LEXZUR v9.10.0.0 Release Notes

Important highlights from this release

Minor Bugs & Minor Improvements.

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Issue Type

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Issue Key

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Summary

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Description

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A4L-12764

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Unveiling the BI Tool: Personalize Your Dashboards in Lexzur
Introducing a new email listener feature for Matter and Contract approvals.
Introducing Email Signatures in Lexzur

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. Users can personalize their email signatures directly from their profiles.
Improving Lexzur Internal Signature to include its dedicated workflow, and supporting multiple signatures.
Users now can personalize the appearance of contract tabs based on contract types.
Users can now hide empty contract fields based on the "None" value.
Users now can reset Contract IDs based on types and years.
A new Advisor Portal settings now allow users to manage advisor notifications and prevent matter editing.
Users can now set a default contract name when none is provided.
The email engine now supports forward and reply-all functionalities.
Minor Bugs & Minor Improvements.

You can customize your signature with different font styles, sizes, colors, alignments, and add images. 31

	Issue Type	Issue Key	Summary	Description
1	New
2	New 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.
3	New Feature	A4L-10386	Support BI on top of Tool in 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.
42	New 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)	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 and approve contracts based on emails as well. They can customize the domain, practice area, and category, and specify the assigned team and creator directly.
35	New Feature	A4L-1306812764Approval through	Email	??	6	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.
4	New Feature	A4L-1296013068	Approval Through Email	A new form for the approval process has been implemented, offering the flexibility to configure it for email approval in addition to URL. With email approval, the approver will receive a predefined form via email to send their approval. Using the configured email listener, the system will periodically check for received approval or rejection emails and update contracts accordingly.
5	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.	7	New 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.	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.
68	New 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.
9	Improvement	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.
10	Improvement	A4L-13269	Approval Email using Email Listeners	Make approve and reject buttons send emails and work using email listeners
11	Improvement	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.
12	Improvement	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.
13	Improvement	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.
14	Improvement	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.
15	Improvement	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.
16	Improvement	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.
17	Improvement	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.
18	Improvement	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.
19	Improvement	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.
20	Improvement	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.
21	Improvement	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.
22	Improvement	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.
23	Improvement	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.
24	Improvement	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.
25	Improvement	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
26	Improvement	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.
27	Improvement	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).
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)
7	New 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.
8	New Feature	A4L-12960	Disable Matter Edit from AP	Users now can control edits to matters and cases from the Advisor portal. They can easily enable or disable this feature through the settings.
9	Improvement	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.
10	Improvement	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.
11	Improvement	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.
12	Improvement	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.
13	Improvement	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.
14	Improvement	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).
15	Improvement	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.
16	Improvement	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.
17	Improvement	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.
18	Improvement	A4L-13269	Approval Email using Email Listeners	Make approve and reject buttons send emails and work using email listeners
19	Improvement	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.
20	Improvement	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.
21	Improvement	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.
22	Improvement	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.
23	Improvement	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.
24	Improvement	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.
25	Improvement	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.
26	Improvement	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.
27	Improvement	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.
28	Improvement	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
29	Improvement	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.
3028	Improvement	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.
2931	Improvement	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."
3032	Improvement	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.	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
33		Improvement	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.
32	Improvement	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
33	Improvement	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.
34	Improvement	A4L-12814	Commas in Numerical Values	The numerical value has been improved to include commas after every three decimal places.
35	Improvement	A4L-12791	Exchnage Rate Column in Bills and Expenses Grid	A 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.
36	Improvement	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.
37	Improvement	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.
38	Improvement	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.
39	Improvement	A4L-12385	Rename Notes Section in Client Portal	The "Comments" box in both the Client Portal and the main user interface has been unified and renamed to "Notes."
40	Improvement	A4L-12258	Display paid amount and remaning amount without the need to refresh	Paid amount and remaining amount don't change until refresh . Paid amount and remaning amount to be changed automatically without refresh .
41	Improvement	A4L-11981	Negotiation Form Enhancements	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 but the negotiation is not yet completed, and keeping the negotiation visible even after the contract is approved (making it clickable to view the negotiation thread).
11981	Negotiation Form Enhancements	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 but the negotiation is not yet completed, and keeping the negotiation visible even after the contract is approved (making it clickable to view the negotiation thread).
34	Improvement	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.
35	Improvement	A4L-12385	Rename Notes Section in the Client Portal	The "Comments" box in both the Client Portal and the main user interface has been unified and renamed to "Notes."
36	Improvement	A4L-11515	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.
37	Improvement	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.
38	Improvement	A4L-11287	Rearrange Client Portal Request Categories	Users can now easily rearrange the categories on the client portal home page for both Core and Contra by simply dragging and dropping the category to their desired position.
39	Improvement	A4L-12814	Commas in Numerical Values	The numerical value has been improved to include commas after every three decimal places.
40	Improvement	A4L-12791	Exchnage Rate Column in Bills and Expenses Grid	A 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.
41	Improvement	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.
42	Improvement	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.
4342	Improvement	A4L-11755	Update empty exchange rate information for old invoices, bills, and expenses [Migration]	Internal	[Migration]	Internal	43	Improvement	A4L-11515	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.
44	Improvement	A4L-11470	Assigned Teams in the KPI report	Now, you can search by assigned team directly from the time entries KPI report.
45	Improvement	A4L-11287	Rearrange Client Portal Request Categories	Users can now easily rearrange the categories on the client portal home page for both Core and Contra by simply dragging and dropping the category to their desired position.
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4546	Improvement	A4L-10110	Hijri Calendar in Upload Contract Forms	The option for the Hijri calendar can now be included for Date fields in contract upload forms.
4746	Bugs	A4L-13454	cascading list Cascading List in Client portal
4847	Bugs	A4L-13453	error Error when add approvals in new mssql db
4948	Bugs	A4L-13431	adding an assignee on mssqL creating an error
5049	Bugs	A4L-13420	Contract remains "not started"
5150	Bugs	A4L-13419	Adding Approvers of Any Type other than User are Not Displayed As Contributors
5251	Bugs	A4L-13410	Document Disappear From CP when Signed With DocuSign
5352	Bugs	A4L-13404	enhancement in Tabs config
5453	Bugs	A4L-13375	contributors are not edited unless refreshed
5554	Bugs	A4L-13346	The alert indicating that the assignee is out of office does not appear
5655	Bugs	A4L-13344	"Update failed" appears when changing the assignee
5756	Bugs	A4L-13340	Empty event name and php error on edit
5857	Bugs	A4L-13332	Wrong modified by is showing in contract
5958	Bugs	A4L-13320	An error occurs when adding delegations
6059	Bugs	A4L-13318	The contract appears in the CP when a user is added as a signee
6160	Bugs	A4L-13311	Login button is not showing when approving
6261	Bugs	A4L-13293	No alert is being displayed if the user doesn't exist in the new assign form on server
6362	Bugs	A4L-13290	Save button remains disabled in milestone
6463	Bugs	A4L-13278	Translation issues in Billing Dashboards - French
6564	Bugs	A4L-13277	Approved icon isn't showing properly
6665	Bugs	A4L-13264	bug in approval and signature grid on mssql
6766	Bugs	A4L-13258	Alignment of Portal Design with Dubai Police Standards
6867	Bugs	A4L-13245	Approver isn't showing in edit from
6968	Bugs	A4L-13217	Assignee not being updated on approval center
7069	Bugs	A4L-13210	Error When Selecting Person As Client on MSSQL
7170	Bugs	A4L-13208	delete matter workflow transition
7271	Bugs	A4L-13204	Error when Adding Email in Request type on MSSQL
7372	Bugs	A4L-13199	Parse Error when Creating a Contract from Request Type on CP
7473	Bugs	A4L-13197	Related contracts/documents not showing in dropdown on mssql for client portal
7574	Bugs	A4L-13196	Removing permissions not showing alert
7675	Bugs	A4L-13190	CSRF issue in upload file in contra negotiations
7776	Bugs	A4L-13188	error in CP home page in MSSQL
7877	Bugs	A4L-13173	can't approve/sign contract when changing user group
7978	Bugs	A4L-13171	error on saving template
8079	Bugs	A4L-13145	Wrong-Task-Board-Information-in-French
8180	Bugs	A4L-13080	Advanced Export to word - Hearings selected in slots without stages
8281	Bugs	A4L-13036	Start date can be greater than end date in renew and client portal request
8382	Bugs	A4L-12992	Signature dropdown button isn't showing on arabic
8483	Bugs	A4L-12948	contract audit logs - channel greater than 3 chars
8584	Bugs	A4L-12853	external approve translation bug
8685	Bugs	A4L-12669	Contract does not appear in the client portal, even if the collaborator is in the approval center and signature center
8786	Bugs	A4L-12495	Issues when enabling CSRF and Secure Cookies - Self hosted instance
8887	Bugs	A4L-12492	theme breaking on otp page
8988	Bugs	A4L-12462	signature form bugs
9089	Bugs	A4L-11724	"On" always appears in the generated report
9190	Bugs	A4L-11683	Second Signee not receiving email when there is no order between signees
9291	Bugs	A4L-11461	Users are not showing for contributors
9392	Bugs	A4L-10673	can't add contract when having deleted user group as approver
9493	Bugs	A4L-12943	wrong time in database type CURRENT_TIMESTAMP
9594	Bugs	A4L-12854	Access Denied Alert is Displayed 3 Times When Navigating to My Time Entries
9695	Bugs	A4L-12581	Timekeeper Summary, Invoice Total, and Paid Amount fields come empty
9796	Bugs	A4L-12049	Invalid behavior for Judgment Value vs. Matter Value per Client Report
9897	Bugs	A4L-11789	Server Error on time entries when no permissions are granted
9998	Bugs	A4L-8524	Request type categories allowing duplicates

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