Bulk change submissions

• Admins can now take action in bulk. Whether you need to reassign a group of submissions or comment on multiple submissions at once, the new bulk change will save you lots of clicks. 
  • See how it works

Read only setting on form fields

• Admins can now set form fields to display as ‘read only’. Use this setting to make sure that end-users can’t edit pre-populated fields. This is useful for fields whose values should be determined by administrators or for fields that are automated via the API. 
  • See how it works

Reminder email template enhancements

• Admins can now choose a custom placeholder for links in emails so that recipients can quickly identify what each email refers to. For example, you can reference a client code or matter number in the email so that the template looks like the below.
  Please review the following submissions:

            Matter ID – 4839843

            Matter ID – 5810019

• See how it works

DAC6 reporting for Germany

• Send your submissions to the German Federal Central Tax Office (BZSt) with a single click! We’re happy to announce that firms who have licensed DAC6 reporting for Germany can now take advantage of our direct reporting feature. 

Direct links to submissions

• Admins can now copy a direct link to any submission in Omnitrack. This is useful for direct messaging colleagues with a link to the submission you’re reviewing and need more eyes on. “Hey Bob, can you please let me know what you think of this one: https://omnitrack.vinciworks.com/example/162522cc-e901-4343?”
• To copy a link simply open the submission and click the link icon at the top of the page. 

End-user dashboard improvements

• End-users can now customise their dashboard layouts! We’ve added support for filtering and column sorting.

Direct links to submissions from admin notification emails

• All admins notifications now contain direct links to the submission referenced in the email. 

Partial update API 

• The new API to update specific fields in a submission has now been documented in Omnitrack.

Bug fixes

• Duplicating a reminder and editing the email no longer changes the original reminders emails template. 
• Bulk emails now support adding a user in CC
• The timeline has been disabled for users who are shared on a submission but are not the assigned user.
• The timeline no longer references ‘A user’ when a submission is updated by an automated process.