LEXZUR v9.10.0.0 Release Notes

A4L-12764

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. 

A4L-12203

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

A4L-10386

Introducing the BI tool in Lexzur! Users 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.

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. 

A4L-13068

Approval through Email

??

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.

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

Product Notes/Concerns

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?

Dev Notes/Concerns

1. A new cron job is needed to read the new emails from the mail server, this will be done over smtp
2. All actions should be logged
3. Should we add a new channel to the newly created matters?

A4L-12314

Contract ID - Reset per year and type

1)Add option to reset per year and/or per type

Contract IDs need to start from 1 when the new year begins, and should also be separate per type.

Ex.
T4-2023-234 -> new year first contracts -> 001-SD1-2024 and 001-SD2-2024
Only once we get another in the same type it increases, ex. 002-SD1-2024

we need to add a new field for the new id increment

2) Give the user the option to shuffle between the ID sections
Original: Number - Type - Year
Give the option to make it like this: Type - Year - Number 

A4L-10051

Email Engine Support Exchange Server

A4L-13446

upload page when there is permission

A4L-13398

share the signed contract via email 

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

A4L-13269

Approval Email using Email Listeners

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

A4L-13255

Add Task Type filter to Task Board

A4L-13123

Contra - Privacy enhancements

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

A4L-13053

delegation not supported on new approval/signatures

A4L-13050

CP naming enhancement

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

A4L-13046

Added Watcher to Screen workflow

A4L-13045

Add collaborators to upload form

A4L-13044

Add default values for upload form

A4L-13033

Add status to related contracts grid

A4L-13030

Hide all none value Contra/Cp

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

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)

A4L-12996

Enable the requester to search for a watcher by different info

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

A4L-12962

Approval Email Enhancement

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)

A4L-12739

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

A4L-12738

Remove Lexzur from notifications and cp tab name

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.

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.

A4L-12560

Enhancement for Lexzur Sign

1. Support multiple signatures
2. Add when using lexzur sign :

• Stamp Field
• Name
• Designation
• Date

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)

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

A4L-12068

Support forward/reply-all to the email engine

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

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

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 

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

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)

A4L-12814

A4L-12791

A4L-12482

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

A4L-12473

Add filter for the history table

A4L-12428

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

A4L-12385

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

A4L-12258

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 . 

A4L-11981

A4L-11755

Internal

A4L-11515

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)

A4L-11470

Ability to search by assigned team in the time kpi report

A4L-11287

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

A4L-10110

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

A4L-13454

A4L-13453

A4L-13431

A4L-13420

A4L-13419

A4L-13410

A4L-13404

A4L-13375

A4L-13346

A4L-13344

A4L-13340

A4L-13332

A4L-13320

A4L-13318

A4L-13311

A4L-13293

A4L-13290

A4L-13278

A4L-13277

A4L-13264

A4L-13258

A4L-13245

A4L-13217

A4L-13210

A4L-13208

A4L-13204

A4L-13199

A4L-13197

A4L-13196

A4L-13190

A4L-13188

A4L-13173

A4L-13171

A4L-13145

A4L-13080

A4L-13036

A4L-12992

A4L-12948

A4L-12853

A4L-12669

A4L-12495

A4L-12492

A4L-12462

A4L-11724

A4L-11683

A4L-11461

A4L-10673

A4L-12943

A4L-12854

A4L-12581

A4L-12049

A4L-11789

A4L-8524