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  • LEXZUR v9.10.0.0 Release Notes




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Important highlights from this release


  • Minor Bugs & Minor Improvements.



Issue Type

Issue Key

Summary

Description

1New Feature

A4L-12764

Email Signature

Create a new section within "My Profile -> Signatures" specifically for email signatures. Include a text editor that enables users to customize their email signature with various styling options such as font family, size, color, alignment, and the ability to upload images.

2New Feature

A4L-12203

disable email notifications in AP

Add the ability to disable all the emails that could be sent to the AP

Through: Setting / Setup & Configuration 
under the Advisor portal tab, add an entry to disable the email notifications for the Advisor portal 
then consider value when sending any email related to AP

3New Feature

A4L-10386

Support BI on top of App4Legal

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

Adding New API for "Copy to" feature in DMS

Add an option "Copy To" for 360Docs.

It will ask the user to select a location in the current directory module.

After clicking Copy here, it will create a copy in the selected path.

If the same file exists in selected path, show the popup Keep both or Replace existing.

(to follow Microsoft behavior in SharePoint) 

UPDATE: The "Copy To" feature should permit to end user to rename the created item, so the API should have a parameter for the new file name

5New Feature

A4L-13068

Approval through Email



6Improvement

A4L-13446

upload page when there is permission


7Improvement

A4L-13398

share the signed contract via email 

Automatically share the signed contract via email once it has been signed within the system, eliminating the need for manual distribution.

share the signed document with all Signees once it's signed. this is DocuSign and AdobeSign behavior

once document is signed, automatically it should be distributed to the people who signed it

8Improvement

A4L-13269

Approval Email using Email Listeners

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

9Improvement

A4L-13255

Add Task Type filter to Task Board


10Improvement

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
11Improvement

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.
12Improvement

A4L-13050

CP naming enhancement


13Improvement

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

14Improvement

A4L-13046

Added Watcher to Screen workflow


15Improvement




16Improvement




17Improvement

A4L-12814

All numerical values to include commas
18Improvement

A4L-12791

Add Exchnage Rate column to Bill/Expenses Grid
19Improvement

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
20Improvement

A4L-12473

Contract Audit Logs

Add filter for the history table

21Improvement

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".
22Improvement

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

23Improvement

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 . 

24Improvement

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)


25Improvement

A4L-11755

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

Internal

26Improvement

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)



27Improvement

A4L-11470

Zamakhchary - Time KPI report

Ability to search by assigned team in the time kpi report


28Improvement

A4L-11287

Client Portal - Reorder request categories

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


29Improvement

A4L-10110

Add Hijri calendar to Upload Contract

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

30Bugs

A4L-12943

wrong time in database type CURRENT_TIMESTAMP


31Bugs

A4L-12854

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


32Bugs

A4L-12581

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


33Bugs

A4L-12049

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


34Bugs

A4L-11789

Server Error on time entries when no permissions are granted


35Bugs

A4L-8524

Request type categories allowing duplicates


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