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.
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.
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
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.
