6.0 EvolvePlus Release Notes

Modified on Fri, 9 May at 9:32 PM

TABLE OF CONTENTS

Revision 2 (6.0.2505.0809)
Revision 1 (6.0.2503.1914)
Revision 0 (6.0.2502.26104)

Revision 2 (6.0.2505.0809)

CRE-4961 | Velopack > Update Office Add ins

The Velopack automated product updater has been extended to include the Office add-ins.

If you wish to make use of this feature please speak to our support team.

CRE-4901 | Payment Requisition > Payment Details

An enhancement to the Payment Details for the Payment Requisition to correctly load or clear them, especially when payment is being made to the non-supplier entity

CRE-4946 | HSBC > BACS Payment

An improvement to the exporting BACS transactions to HSBC to ensure a successful upload to the bank.

Please note that there is a transaction limit on the export file of £20m.

CRE-4964 | Perfect Portal > Matters loading

A change to the Perfect Portal Integration to add an error message to make sure that a user is aware if search since date fails to load all Perfect Portal matters.

CRE-4970 | Workflow > Show Instances

A refinement to the Show Instances section to automatically display the tasks for a workflow.

CRE-4973 | Documents - Status

A background work done to ensure that the Status column is populated within the Document List in the same way as in the Folder section.

CRE-4986 | Forms Designer - Visibility

An improvement to the Visibility in the Forms Designer to ensure that the formula is analysed correctly and the field visibility aligns as expected.

CRE-4807 | Statement Report > Address block presentation

The statement report has been updated for UK sites to present the address in an expected format where the Town, Country and Postcode fields are concatenated on a single line.

CRE-4967 | FormEvo > Application ID & Secret move to the SQL DB

Change to move the Application ID and Application secret away from the CMSService.exe.config to the Doc database configuration table.

CRE-4974 | FormEvo > Generating FormEvo forms in the search screen pulls through the correct forms

An improvement to functionality which enables the user to select a category and change the header filters in the search screen. This consequently means that the correctly selected forms are generated.

CRE-4975 | WorkFlow > Processing time of WorkFlow activities

A performance improvement to the processing of WorkFlow activities. Both auto-start and many individual WorkFlows can be run and the system responds promptly to these being processed.

CRE-4164 | iManage > Templates cached within PracticeEvolve

A change with iManage workspace templates which are now centrally cached within PracticeEvolve, the cache is updated when a user logs into the PracticeEvolve client.

CRE-5003 | Legal Aid > Legal help/Legal Aid crime tabs on invoices

Some rework around Legal Aid invoices. Essentially, when on a Legal Aid matter, the user no longer requires the 'Legal Aid Submissions' permission in order to see the 'Legal Aid' or 'Legal Aid Crime' tabs on an invoice. The ability to see these tabs is decided by invoice permissions.

Revision 1 (6.0.2503.1914)

CRE-4928 | Automatic Client Update

The Evolve Plus client application has been enhanced, which means that now can be configured to automatically update.
PC must first be upgraded to this release to benefit from this feature, when enabled, client's PC will update the client application at the time of login, based on the server version.

CRE-4879 | Requisition > International Payment

An improvement to IFT Payment Method to ensure that all of the required parts of the IFT account number displays on the printable slip.

CRE-4899 | Matter Office Receipt > Existing Disbursement option

Some work has been done to make sure that an Office Receipt (Existing Disbursement) can be recorded on a matter.

CRE-4900 | IFT > Requisition issued > Transaction Details screen

Refinement to the Transaction Details screen for the issued requisition to ensure that the details for International Payment are displayed fully.

CRE-4902 | SMS functionality Improvement

A background work has been done to improve SMS functionality in Practice Evolve

CRE-4903 | AD Requisitions > Supplier details

An enhancement to Payment Requests to ensure that the Supplier details are correctly populated for certain types of requisitions, especially Existing Anticipated.

CRE-4908 | Office Journal Ledger View > Reversals

An improvement to the Print Transactions screen on the Office Journal Ledger View to ensure that the reversals are displayed as expected.

CRE-4913 | Outlook > Duplicate Email Filing

Some work has been done to ensure that the system respects the user selection to file an email that the system flagged as a duplicate.

CRE-4934 | Scanning Config for site and user

CRE-4930 | Billed Anticipated Disbursement > Partial Payment

This change ensures that a billed anticipated disbursement can be partially paid when using Client Payment or Office Payment and the partial payment correctly credit the invoice if needed

Revision 0 (6.0.2502.26104)

Productivity

CRE-2193 | Tags > Indent formatting

An improvement to numbered lists for tagging documents, which now respect indents and tabs.

CRE-4904 | Invoices > Send as email

A resolution to the automated email process. Users can now successfully create an invoice and 'Send as email' without exception.

CRE-3387 | Parties > Order parties appropriately alphabetically in ascending order

This change ensures that parties imported from library as foreach are sorted accordingly in appropriate ascending order.

CRE-3780 | Matter Summary Pane > Additional tags marked as Summary do not show in the Matter Summary Pane

A change where additional tags for summary no longer show in the matter summary pane.

CRE-4128 | Moving Matter > Uses client Search rather than A-Z

Re-work has been done to the Matter moving screen. This screen is to move matters between different clients.

This is the layout of the new move matter screen

CRE-4868 | User Interface > Adding Documents

An enhancement to the document windows where the user no longer needs to refresh the screen after adding or linking documents.

CRE-4821 | Matters > Clear Matter Answers

A change, which ensures that the saved, during adding a document from the library, answers can be now cleared from the matter if needed.

CRE-4743 | Reports > Renamed Employees

Some work has been done to ensure that the employee name changes are visible in accounting reports.

CRE-4718 | Archiving > Secondary Archive Folder

An improvement to the nightly scheduled task to move archived documents to a secondary archive folder location, where the user can have additional configuration key to define the end time of that task.

CRE-4716 | Directory > Entities

An enhancement to the 'Merge Entities' screen to ensure that the full width of the available window is being used.

CRE-4479 | Practice Explorer Search > Lucene Index Documents

An improvement to the Practice Explorer search functionality which now records results even if a 'Content' field does not exist on a document in the Lucene index. In such a case results are now still returned.

CRE-4707 | Activity Explorer > Description column

Format improving of the 'Description' column within the 'Activity Explorer' to provide consistent formatting.

CRE-4647 | Matters > Documents

Some background work has been done to ensure that the documents appear in their folder even if their ID is the same as the folder's.

CRE-4631 | Prospect and Contacts > Add to Brief removal

Right-click 'Add to Brief' menu option removed for Prospects and Contacts.

CRE-4607 | Client > Parties and Representatives Addresses

Improvement to the Party and Representative tables to ensure that certain fields such as addresses are displayed correctly without navigating into the joint party.

CRE-4602 | Outlook > Archive matters filing

Enhancements to the email filing to the archive matters to ensure proper respect for archived matters and the 'Document/Cases - Edit Archived/Update' permission. The archived matters will only be displayed if the user searches for the matter reference and they have the 'Documents/Cases - Edit Archived/Update' permission.

CRE-4546 | Library > Tooltip

Rework to Public library tooltip, which now displays the following text 'When true this library will be visible to all users'.

Public library tooltip will now display the following.

CRE-4585 | Perfect Portal > Put & Post action improved

All PUT & POST actions used by the Perfect Portal integration now include the PE identifier guid, where required. This 'perfect_portal_third_party_guid' will not be viewable by the user.

CRE-4555 | Documents > Searching

Some background work has been done to ensure that a document is searchable when using any word in the document name, including the word adjacent to the extension.

CRE-4521 | Scanning > Scan Listener locations

An enhancement to the Scanning Options to ensure that the amended locations are correctly retained and saved.

CRE-4510 | Client/Matter > AML

Some work has been done to ensure that clearing and importing attachments, when reviewing an AML risk level justification for Clients and Matters, work as expected.

CRE-4488 | Scanning > Scan Listener start

Background work has been done to ensure that the scan listener starts successfully on Practice Evolve services start up.

CRE-4588 | Forms > Fields using 'Detailed Layout'

Some rework to forms, which could apply to client/matter properties. Any fields which use the 'Detailed Layout' appear appropriately with labels displayed in full.

CRE-4610 | Search Queue > Prioritisation

Some modifications to search queue prioritisation which ensures that key user experience events have the highest priority. Search queue priorities go from 0 (highest) to 5 (lowest).

Changing Conflict Checks	Priority 0.
Entities, Cases, Clients, Contacts & Prospects	Priority 1. (Creating, Updating & Deleting)
Documents (general)	Priority 3 & 4.
Documents (PDF's)	Priority 5.

CRE-4466 | Perfect Portal > Schema attributes

Improvement to the interaction between Perfect Portal and the Practice Evolve Schema.

CRE-4390 | Accounting Options > Messaging > File Remittance Tooltip

The label: File Remittance emails back to client/matter if available.

ToolTip Caption: File Remittance emails back to client/matter if available.

ToolTip Body: Specifies if the system should automatically file Remittance Advice emails back to client/matter if available.

CRE-3216 | Documents List View > Sorting by Size

Improvement to the List View for Documents to ensure that the sorting by size is respected.

CRE-4656 | Outlook Add-in > Filing replies

Rework which means that when a user files an initial email with 'File on send' set to yes, this will be filed. Subsequently, receiving a reply from a third party, and the user then replying with 'File on send' set to no... this reply is now correctly not being filed.

CRE-4678 | Document Explorer > Adding an existing document that is currently open

Rework which means that user is presented with appropriate warning message on attempting to add existing document that is already open. This applies to Matters, Client & Document Library.

Appropriate warning message

CRE-4690 | Search Index > Searching for shortcuts

Users can now efficiently create and search for shortcuts on both matters & clients without exception.

CRE-4715 | Tags > 'Create Library documents on the local machine' selected or not

The incorporation of 'Create Library documents on local machine' selected or not. In either case, user can still create documents with Foreach, InlineForeach and table tags applied.

CRE-4836 | Indexing > PDF checked in overnight

This change ensures that PDF documents are kept as 'Checked in' status during the nightly OCR process.

Briefs/Bundling

CRE-4642 | Brief > Large document error & PDF temp file not removed from C-Drive

A resolution which means users can now efficiently add large files to a brief without exception. Additionally, after brief is generated, it is correctly removed from the C-Drive location.

CRE-2363 | Brief > TOC supports tags outside of the TOC

The ability to insert Matter Tags has been added to the Template style of TOC in the Bundle. The tags that are available are Simple tags that have one choice. No complex tags like Choice or Foreach are currently supported.

Part of this enhancement is to change the look and feel of the form of the Bundle Wizard.

CRE-3323 | Brief > Changes for sectioned TOC's

This rework implements some changes for page numbering for sectioned TOC's. Bundles now correctly support the page number format of '#' along the standard format types. Additionally, the last page of the bundle is now solely over one page and not multiple.

CRE-4612 | Bundles > Suitable width of brief & relabelling of the brief creation screen

A general improvement to the labelling of the brief creation screen, as well as a more appropriately formatted width screen for the generated brief. This essentially avoids any excess white space created.

CRE-4791 | Briefs > Bundling

Briefs now incorporate the use of heading tags when generating a bundle. This caters for <HeadlingLetter> & <HeadingName>. Additionally, the tags for <DocumentHeadingPageStartEnd> are also respected to show corresponding document ending page. Finally, heading number tags are also catered for.

Accounts

CRE-3248 | Inter-Journal Receipts > Print receipt in Office Ledger & Receipt appears in the Fee Earners Collection Report

A change with reporting on Invoice collections for matters that have moved between Accounting Journals. A User can now print the receipt on the office journal and also see the receipt in the Fee Earner Collections Report.

CRE-3819 | Divisions > Centralise division management

Some improvements to the functionality of division management. Now a user can create divisions in accounting options without the need to enable with Documatics (open firm). There are also the following changes... The ability to add or delete a division in the open firm screen has been removed. Furthermore, all fields in the open firm screen can be edited, except the 'name'.

CRE-3933 | Receipts with deposits > Reversing

An improvement to receipts with deposits functionality. Now, on attempting to reverse a receipt which has a deposit, an appropriate warning is displayed preventing the user. Essentially, the user is prevented and told to reverse the deposit first. This functionality exists for both Office/Client scenarios.

The warning user is presented with. Cannot proceed till this is actioned.

CRE-4208 | Deletion of documents > Accounting attachment

An enhancement to handling of Accounting attachments, which are now prevented from being deleted. This mean empty accounts links of the matter ledger no longer exist. These Accounting items apply to Office/Client Payments and Receipts.

Accounting Items will be indicated as such - Yes.
The following warning and prevention will be displayed on attempting to delete an Accounting attachment item.

CRE-4211 | Client Receipt > Currency and text amount

Client receipt correctly shows the appropriate currency and correct text amount on printing the receipt.

CRE-4739 | Supplier Invoices > Due On Date

An Improvement to the User Interface for recording purchases.

For clarity the label 'Date' is updated to 'Entry Date'

'Due on' Date is now located underneath the 'Invoice Date'

CRE-4575 | Accounts Options > Default Client Interest Accrued

New feature within 'Accounts Options' for UK sites to facilitate a default for 'Client Interest Accrued'.

When updating either setting the user will be prompted and can choose to update all non-archived matters.

The value will be saved when clicking the 'Save' button.

Then when a user creates a new matter, the default value set from Accounting Options>'Default for Client Interest Accrued' will be assigned to the 'Client Interest Accrued' field on the matter.

CRE-4564 | Suppliers > Payment Method Enhancement

An error will no longer appear when changing the payment method within the supplier details.

CRE-1660 | Composite Invoice > Templates

Some work has been done to improve the invoice templates customisation and to make sure that the Amount Paid field displays correct value.

CRE-4644 | Scheduled jobs > Holding divisions when posting transactions

An improvement which means that when a user records a transaction (Office/Client), with divisions selected and schedules a job. These divisions are held once the user accesses them within the scheduled jobs screen.

CRE-4706 | Advice Slips > Correct regional text

A change which ensures the correct regionalisation text now appear on advice slips. This applies to Office/Client Receipt/Payments.

CRE-4884 | Payment Requisition > International Payment IFT

An improvement which ensures that a full IFT account number is displayed and retained in the payment requisition details and in the Requisition Tab on that matter.

CRE-4708 | Printing Cheques > Correct regional text

An improvement to when a user records a payment with payment method as cheque. Now on printing this cheque, the correct regional text is displayed.

CRE-4883 | HMRC VAT Return > Submitting VAT Return

An improvement which means user can now successfully submit a VAT Return without exception.

CRE-4891 | HMRC > Clear buttons in HMRC Accounting Options

Simple enhancement which adds to clear buttons to the 'Read VAT' and 'Submit VAT' sections of the HMRC options screen.

These clear buttons now appear like so.

CRE-4648 | Client Interest Ledgers Improvement during Upgrade

Enhancement to ensure that the Client(Trust) Interest Ledgers are upgraded in bulk and the system is starting as expected.

Web Portal

CRE-3821 | Web Portal > Handling extensions using API

This enhancement provides consistency when handling the extensions of Web Portal using API. Addressed extension issues such as no longer producing duplicates of the extensions whether in the name itself or the API extension. Essentially, no duplicates are produced and extensions appear appropriately whether in name or extension.

CRE-3717 | WebPortal > Configurable logo

An improvement where user can override the standard PE logo in WebPortal and it will be rendered as such throughout the portal. Users may need to clear their cache and do a hard refresh in order to see the change, this is often achieved by pressing Ctrl +F5.

Reports

CRE-4155 | Purchase Summary Report > Accounts filter

The Account filter now correctly filters by specific accounts when running the Purchase Summary Report.

CRE-4216 | Aged WIP Report > Date range use

Some work which ensures consistency of Aged WIP report results whether Date range option is being used or not. Setting the 'as at' date without the date range filter returns the same totals and figures as having the date range filter on.

CRE-4867 | Vat Analysis Report/Consolidated Tax Report > Localisation

Background work has been done to ensure that the correct template for the report is used based on the regionalisation setting in PE and on the user's PC.

CRE-4289 | Age Analysis Cube > Open in Excel

The Age Analysis cube now correctly handles and executes the 'Open in Excel' functionality.

CRE-4675 | Reports > General Ledger > Reversals

Improvement to the report template to ensure that the Debit and Credit columns in the General Report will show the transaction reversals with a minus sign and formatting consistent with the rest of the report.

CRE-4527 | Accounting Reports > Outstanding Invoices Breakdown Report

Enhancement to reports, in particular the 'Outstanding Invoices Breakdown Report' which runs as expected without any timeout.

CRE-4603 | Accounting Reports > Fee Analysis Cube Report

Work done to remove the unnecessary 'Discounts Given' column from the Fee Analysis Cube Report.

CRE-4605 | Accounting Reports > Work Items Report

The 'WIP Report' located in Accounting Reports>Sales has been renamed to 'Work Items Report' to better reflect its purpose and reduce confusion.

CRE-4445 | Journal > General Ledger Report > Cost Centre Headings

Some work has been done to improve the General Ledger Report. Cost Centre headings within the General Ledger Report are now visible when the report is initiated from the 'Journal Viewer' screen.

CRE-4232 | System Verification Report > Ledger Balance/Aged Reports

An enhancement to the System Verification Report to ensure the Ledger Balance/Aged Reports section reflects negative Aged Disbursements

CRE-4749 | General Report > Default enabled for Boolean, decimal, DateTime and int32

Some rework around general reports. Essentially, when a user runs the general report with default enabled for boolean, decimal, DateTime & int32 the CMSService log does not record any unnecessary exceptions.

FormEvo

FormEvo Notes on FreshDesk:

CRE-4852 | FormEvo > ForEach Tagging

Enhancements to the FormEvo integration to allow the use of <ForEach> and <InLineForEach> tags within the tags document, which will allow the tagging of data from tables within Practice Evolve.

CRE-4759 | FormEvo > Adding Forms to Library

Some work has been done to improve adding FormEvo forms to the Library in PE, where a user can now 'Select All'.

FormEvo feature, which allows users right click on a form that has been added to a matter and access key FormEvo functionality for the selected form.

Download Copy - will pull the latest version of the form from the provider as a PDF, which will be saved as a child document
Open Document - will open the unique URL in the default browser
Finalise - initialises a command to finalise the form on the providers system and download a PDF copy of the form
Check Status - will check the status of a form in PE against its counterpart in FormEvo.

Note, that the user can unfinalise the form from FormEvo website

CRE-4703 | FormEvo Search> Paging and Filters

Refinements to the 'Add from FormEvo' screen within document libraries to include the ability to filter forms based on FormEvo form features such as the form being 'eSignable', 'eSubmittable' and 'expandable', also adding paging functionality to the results.

CRE-4704 | FormEvo > Adding Templates to the Matter

Using the 'Add from library' functionality, a user can add a .pefe file from a PE library. This document will go through the standard tagging process.

CRE-4568 | FormEvo > Configuration screen

As part of the FormEvo integration, a FormEvo tab has been added to the 'Other Integrations' tab in 'User Options' which allows system administrators to enter the required configuration details to enable the set-up of the integration.

The FormEvo configuration screen

CRE-4586 | FormEvo > Add FormEvo Form to a Library

As part of the new FormEvo integration, the ability for Library Administrators to add a mapping to a specific FormEvo form within the Document library. This can be accessed by right clicking on a library folder and selecting 'Import Form'> 'FormEvo'. User will be able to select and search for forms within the list. Additionally, attached after imported is a child document which provides the mapping.

Where the FormEvo forms can be added to a Library folder.

CRE-4851 | FormEvo > Split Tag table

Enhancement to the FormEvo integration which allows the table within the Tag document to be split into multiple tables, thus allowing easier tagging from tables.

CRE-4853 | FormEvo > Logical ordering of Tags

Enhancement to the FormEvo integration which lists the FormEvo fields appropriately by Page, Row and Column. Essentially, this change ensures FormEvo fields are listed in the correct logical order.

CRE-4873 | FormEvo > Download copy version

This change implements the 'Download a copy version' of FormEvo. Essentially, user can download a copy version of the pefe which will then see the 'legal form revision' column incremented after making any changes or finalising. This can be accessed from right clicking on the pefe - FormEvo - Download a copy.

CRE-4874 | FormEvo > FormEvo form opens website when adding from Library

This supports integration of FormEvo which enables newly created FormEvo forms to open by default on default browser when adding to a matter from the PracticeEvolve Library.

Note: This functionality is controlled by the pre-existing option of 'Open documents when adding a new document from Library'. This is within 'User Options - Document'.

Where setting is enabled.

Workflows

CRE-4240 | Workflows > Workflow activities filing to correct folder

An improvement to the workings of the 'new document' workflow activity. Now, when a new document activity is set to 'False' and the workflow is run, it correctly inserts into the associated folder/sub-folder.

CRE-4356 | Workflows > Searching when manually starting Workflow

Introduced a new feature to the manual 'Start Workflow' screen which allows users to efficiently search for workflows. Users can perform a simple search or can build of more complex lucene based search strings. Results include matches on the workflow name, and if the 'Search Workflow Activities' option is selected, the user can search for content of workflows.

CRE-4654 | Workflow > For Each function in the workflow designer

An improvement to the handling of tagged For Each documents/templates when applied to a workflow activity. These For Each tags now populate as a user would expect.

CRE-4179 | Workflow > Show Instances enhanced

Improvement to the 'Show Instances' function for Workflow to ensure that only appropriate workflow instances are shown. i.e. If accessed from the matter - only workflow for that matter will be shown. If accessed from within the client - all workflows for that client will be shown. If accessed from a workflow - all entities, matters and clients will be shown if the worklfow is currently running on them.

CRE-4793 | Workflow > ForEach Activity of nested attributes

Improvement to the 'ForEach' workflow activity to ensure that the ForEach activity is linked to the Representative tables and workflow only generates precedents for the specific type of representatives.

This is only for the contacts with one contact type assigned.

Performance

CRE-4286 | PracticeEvolve Performance > Quick filing tasks for clients, matters and prospects

Improvement to ensure that filing tasks for clients, matters and prospects does not impact performance, or generate errors for users.

Legal Aid

CRE-4509 | Legal Aid > FAS work items failing when 'Make Task Type Mandatory'

Some rework around Legal Aid functionality. Essentially, a FAS task type must be created within Accounting options prior to using the FAS time screen. When a FAS task type is created, user can appropriately create a Legal Aid FAS submission.

If user attempts to create a FAS Work item without the FAS task set up in Accounting options, the following restriction is put in place. Looks as follows.

Security

CRE-4520 | SMTP messaging settings > Exposed password

An improvement to the SMTP messaging functionality where passwords can no longer be exposed through filtering.

CRE-4561 | WebClients > Change to make non editable

A change to the usability of WebClients user group. This is now unable to be edited or modified.

WebClients is presented with the following warning on opening up.
On opening, user is unable to save as it is greyed out.

iManage

CRE-4576 | iManage > Check out large documents

With iManage enabled, when uploading a large document and the preview is still loading... user will presented with the following message 'You cannot perform this operation because there is a download in progress for the file FILE NAME. Please wait a moment and try again'.

Note: as soon as preview is loaded, user will be able to smoothly check out the document.

CRE-4577 | iManage > Folders owner set to PE Options iManage ownership

A change to the iManage integration to have the owner of folders defined by the existing 'Workspace Ownership' option.

CRE-4633 | iManage > Performance

A general performance improvement around document handling with iManage enabled.

Forms Designer

CRE-4089 | Forms Designer > Clearing Calculation

Form Designer modified to make sure that a dialog message for the clearing calculation is correctly spelled.

CRE-4640 | Matters > Forms Designer > Matter Category

Some background work has been done to ensure that, after creating a new matter category or new instance in the form designer, the new created matter category field is correctly populated.

CRE-4587 | Form Designer > Currency field

Some work has been done to ensure that the matter saves and updates when a currency field with a division formula on it is set to zero.

API

CRE-4650 | API > Document Upload API endpoint returns new document's Guid

A change which means that when a user uses the API to upload a document and view response, the endpoint now returns the new document's Guid identifier.

CRE-4820 | Swagger > Link to the public GitHub repository

An update to the Swagger page which is used to document the PracticeEvolve API to include a link to the public GitHub repository.

CRE-4617 | Web Portal > Swagger Update

The POST Workitem endpoint description amended to 'Create a new work item' to reflect that this can only be used to create new work items and not update existing items.

CRE-4470 | API's > Four API Document GET's note added

As required, the four API Document GET's now correctly display the following message/note.

Four notes now appear as follows.