How to Read the Release Notes
The feature enhancements, known issues, and bug fixes on this page are broken down in following way, respectively:
- A description of the issue or feature
- Internal tracking code
- Salesforce case number, if applicable
- Additional information (for features)
LegalHold 1.0.4 introduces the following enhancements:
Enhancement: Released Hold comments are now populated in TeamConnect.
Tracking Code: LH-5471
Additional Detail: When a hold is released with comments in LegalHold, the comments will appear within the Hold Details in TeamConnect.
Enhancement: The Client Secret text in TeamConnect is no longer displayed.
Tracking Code: LH-5415
Additional Detail: See this page for further information on setting up the Client Secret.
Enhancement: LegalHold is opened in a new window when any hold-related information is clicked in TeamConnect.
Tracking Code: LH-5413
Additional Detail: Previously, LegalHold would open in the same window as TeamConnect.
Enhancement: Custodians email addresses will now appear in brackets when you add them with a hold.
Tracking Code: LH-1979
Additional Detail: Being able to see the email address will help avoid confusion if multiple people have a common name.
Enhancement: The hold open date will automatically populate with the current date when a new hold is created.
Tracking Code: LH-5441
Additional Detail: The date will be populated regardless if a new hold is created from TeamConnect or LegalHold.
Enhancement: Hold notices are automatically updated with a new version number each time a new version of the notice email is sent out. The version numbers will also appear in the hold history timeline.
Tracking Code: LH-5431
Additional Detail: Each time a new notice is sent out for a hold, the version number will update from Notice 1- Version 1 to Notice 1- Version 2, etc.
Enhancement: A help button was added so that users can access the online User Guide and product documentation.
Tracking Code: LH-5400
Additional Detail: This documentation includes technical setup instructions, how-to style articles, and product release notes in our Client Success Center.
Enhancement: Hold administrators can now export the list of respondents that have answered the questionnaire for a particular hold.
Tracking Code: LH-4101
Additional Detail: The list of respondents can be exported in a .csv format and will include the question name, question response, and the custodian response.
Enhancement: The Hold Summary Report now includes the hold's timeline history and all legal staff listed on the hold.
Tracking Code: LH-5429
Additional Detail: This information will assist in defending the hold process in court. Click here to see more on running the Hold Summary Report.