Product Updates - June 2020
1. New Feature in Forms: Find and Replace fields
Applicable Editions: Enterprise, Professional
To help users address recent USCIS requirement of not leaving any blank fields empty (unless the field is optional), we added a form utility to populate, ‘NA’, or ‘None’ onto the blank fields in all USCIS forms. As an added function, users can use the utility to find anything including blank fields and replace them with any text or value.
Overview
This utility will scan all form fields except check-boxes, radio buttons (round check-boxes), and drop-down menus.
Find blank fields and replace them with values such as NA, NONE, and/or what is applicable to the field.
- Find any character to update with a new value or text.
- Replace a single field or all fields with a value or text
Forms that have fields where the government strictly requires a certain format (e.g. numbers only) will NOT be updated by this utility.
Availability: Feature available in Forms 4.0 as well as Classic Fast forms. This is not supported on the INSZoom PDF forms.
Click here to learn more about Find and replace fields.
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2. 17 New Keywords added to Keywords library
Applicable Editions: Enterprise, Professional.
Following keywords have been added to Keywords library for use in letter and email templates.
Click here to learn more about Keywords feature.
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3. One-Time-Password (OTP) for forgot password
Applicable Editions: Enterprise, Professional, Standard
The Forgot Password feature will no longer require "Security Question and Answer". Instead One-Time-Password (OTP) is introduced for user authentication. The change applies to all INSZoom users including Foreign Nationals and Corp Users.
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4. Reports 3.0 Enhancements
Applicable Editions: Enterprise, Professional.
Interface changes
Following interface changes have been applied.
1. Left menu now has a dark theme.
2. For better categorization and visibility of reports, we have introduced following sections and grouped the reports.
Here is the list of sections-
- Operations Board
- Case Status
- Revenue Opportunities
- Detailed Reports
- Audit Reports
- Billing Reports
New Report: e-Consent Report
e-Consent report is part of "e-Consent" module and provides details of all e-Consent transactions with status across all foreign nationals and cases. Case managers can use this to audit e-Consent transactions in alignment with Firm privacy policies.
You can find this report in Reports 3.0 > Partner/Manager Reports > Audit Reports
Note: This report is available only with e-Consent module subscription.
New Report: Work Summary Report
This report provides statistical summary of records and work across the Firm. Partners/Attorneys can use this report to audit/review work by corporation or client or case.
You can find this report in Reports 3.0 > Partner/Manager Reports > Audit Reports
Invoice Report enhancements
This report has two views-
1. By Corporation- View all invoices, status, related fee items and payment summary across all corporations or for a given corporation. Billing managers can use this report to get billing overview of a corporation.
2. By Invoice- View all invoices, status, related fee items and payment summary across the Firm for a given date period. Billing managers can use this report to get billing overview across the firm. Billing managers can also use this report as an export to any billing system.
You can find this report in Reports 3.0 > Partner/Manager Reports > Billing Reports
Note: This report is available only to users with Billing module access.