Features & improvements

‘Share & reassign’ workflow enhancement

  • We’ve updated the end-user experience on the share page in order to avoid multiple emails when an end-user shares and then immediately reassigns their submission to someone else.
  • See how it works

‘Request more info’ workflow enhancement

  • The ‘Request more info’ button has been made more prominent and can be found at the bottom of the form when viewing as an administrator. The form now automatically saves any changes when ‘Request more info’ is clicked.
  • See how it works

Updated archive/unarchive workflow

  • Users who are shared on a submission can now see archived submissions on their dashboards.
  • Submissions that are edited and restored from the archive will run through flagging rules again when they are re-submitted. If the submission meets a flag rule it will move to the admin inbox and notifications will be sent, but if it is not flagged and the flagging rules determine it should be archived, it will remain in the archive.

Submissions page enhancements

  • We’ve added the ability to filter the grid for ‘is blank’. For example, you can now find all submissions where the matter number is blank.
  • The grid will now default sort by newest submissions at the top. Admins can customise their sort order with their preferences automatically saved. 

Other enhancements

  • We’ve added the ability to dismiss pop-up messages on forms. When you tick ‘Don’t show this message again’ the pop-ups will stop appearing. 
  • Exporting user data to CSV now includes the users role and status.

API documentation 

  • Minor text changes and fix to several Private Form APIs and User APIs
  • The “Submit a Submission” API has been removed from the documentation and will be replaced by a more robust and flexible alternative

Omnitrack on premises 

  • We’ve set maximum sizes on certain log files to resolve issues of some clients exceeding their allocated disk space.
  • The default email scheduler is now set to send emails every 4 hours so that reminder emails will be sent more frequently.

Bug fixes

  • Fixed formatting issues with markdown in form titles and descriptions.
  • Fixed column ordering issue when a new column to the submissions grid.
  • Archived fields will no longer be ordered at the beginning of the grid. 
  • Timeline event order has been fixed for simultaneous edit and submit events.
  • CSV export now works with special characters in users’ names.
  • The support widget was removed from the end-user side of the system.
  • Fixed the snack bar message for manual flagging/unflagging entries.