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Lawtrac 4.4.0 Release Notes

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This document details the upgrade information and known issues that are included in Lawtrac 4.4.0.

Introduction

The online version of these notes can be found at success.mitratech.com/Lawtrac.

Upgrading to Lawtrac 4.4.0

Please see the Upgrade Considerations page for instructions on upgrading your version of Lawtrac.

Enhancements

The following items are changes or enhancements built into Lawtrac 4.4.0. Each issue is documented in the following format:

- A description of the enhancement
- Internal tracking code
- Additional Information, if applicable

Issue: Retired Firms / Vendors are now highlighted red when selecting them during the Invoice creation process.
Tracking code: SUPPORTPRI-61345
Case Number: 2021-0315-754496

Issue: Users can now click on the Firm / Vendor name on an invoice to navigate to the Firm / Vendor profile.
Tracking code: SUPPORTPRI-61749
Case Number: 2021-0818-820009

Issue: Releasing a user will now disable all Site Access, Matter and Application permissions for that user.
Tracking code: SUPPORTPRI-61833
Case Number: 2021-0824-822363

Issue: Users can now export an Invoice to excel in addition to the original PDF option.
Tracking code: SUPPORTPRI-61968
Case Number: 2021-0818-820009

Issue: Worksheet mode has been added to Invoices and will allow Invoice Approvers to change the LEDES Code on a line item.
Tracking code: SUPPORTPRI-61052
Case Number: 2021-0322-757294

Issue: Users can now click on a Firm / Vendor staff member from Quick find and navigate directly to their profile
Tracking code: SUPPORTPRI-61829
Case Number: 2021-0824-822453

Issue: Missing Leadership report will now include closed Matters. A Closed Date column has also been added and any closed Matters will be highlighted.
Tracking code: SUPPORTPRI-61757
Case Number: 2021-0824-822418

Issue: A ‘Top of Page’ link has been added to the site footer to navigate directly to the top of the page.
Tracking code: SUPPORTPRI-61753
Case Number: 2021-0824-822343

Issue: Important Update - Matters can no longer be closed if they have a pending Matter Requirement item that has not been populated. If any item is still pending, the Date Closed field for a Matter will not be available.
Tracking code: SUPPORTPRI-61976
Case Number: 2021-0825-823287

Additional Notes: The Close option column for Matter requirements has been removed, as the Required (Req) column will take its place with the update being made.

Bug Fixes

The following items were reported and have resolutions implement in Lawtrac 4.4.0. Each issue is documented in the following format:

- A description of the issue
- Internal tracking code
- Additional Information, if applicable

Issue: The Close [X] button for document uploads was too small and has been enlarged for easier use.
Tracking code: SUPPORTPRI-61957
Case Number: 2021-0316-754932

Issue: Resolved an error that would occur when trying to add search filters for Approver Substitutions.
Tracking code: SUPPORTPRI-54009
Case Number: 2019-1122-568974

Issue: Updated Type5 Export Codes to allow for up to 250 characters instead of just 20.
Tracking code: SUPPORTPRI-61435
Case Number: 2021-0112-719866

Issue: Resolved an issue where Matter names were cut off in display on the main page in particular scenarios.
Tracking code: SUPPORTPRI-56410
Case Number: 2019-1118-567763

Issue: Resolved an issue where Matter names were cut off in display on the main page in particular scenarios.
Tracking code: SUPPORTPRI-61972
Case Number: 2019-1118-567763

Issue: The Extra Categories section on a Matter’s Primary Information page can now be disabled or enabled separately from the Information Text section.
Tracking code: SUPPORTPRI-59428
Case Number: 2021-0305-750226

Issue: The Recent Invoices page will now save filter selection per user.
Tracking code: SUPPORTPRI-55546
Case Number: 2020-0701-622393

Issue: Key Personnel can now submit requests with document names having more than 98 characters
Tracking code: SUPPORTPRI-56418
Case Number: 2019-1226-574760

Issue: R400 and R401 Invoice processing rules will now be applied to Collaborati invoices.
Tracking code: SUPPORTPRI-60760

Issue: The Long-Term reminder date can now be removed totally.
Tracking code: SUPPORTPRI-61737
Case Number: 2021-0528-786827

Issue: Both Key Personnel and In-House users will be included in Routing Slip Status Report.
Tracking code: SUPPORTPRI-62785a
Case Number: 2021-1216-870294

Issue: Both Key Personnel and In-House users will be included in Routing Slip Management Report.
Tracking code: SUPPORTPRI-62781
Case Number: 2022-0114-87930

Issue: The status of all Key Personnels assigned to the Routing Slip will now be displayed.
Tracking code: SUPPORTPRI-62914
Case Number: 2021-1216-87032

Issue: Users with more than 25 characters in their username will now be able to to login.
Tracking code: SUPPORTPRI-62748
Case Number: 2017-0418-366263

Issue: All Key Personnel will now be able to update the status checkboxes.
Tracking code: SUPPORTPRI-62910
Case Number: 2022-0125-882929

 Issue: Last Viewed Dates for Routing Slips will now be displayed.
Tracking code: SUPPORTPRI-62906
Case Number: 2022-0120-881112

Known Issues

The following items are known issues present in Lawtrac 4.4.0. Each issue is documented in the following format:

- A description of the issue
- Internal tracking code
- Additional Information, if applicable

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