How to Read the Release Notes

The feature enhancements, known issues, and bug fixes on this page are broken down in the following way, respectively:

• A description of the issue or feature

• Internal tracking code

• Salesforce case number, if applicable

• Additional information (for features)

 

Features

 

We introduce the following features:

 

• We have improved the Custom Designer Report (before Export Tool) UI. Also, we introduce the following new features in the Custom Designer Report:

  • A Preview button that lets you preview data in the Create Configuration window.

  • The option to export files to TXT format. 

  • A new access point for system administrators from the main menu.

  • A Download button to obtain a copy of the file that the task will generate in the format specified.

Tracking code: LH-10004, LH-10109, LH-11431, LH-11654

Additional Detail: See Export Tool.

 

• We have added warning logs to the Import HR feed.

Tracking code: LH-11168

 

• Now Custodian Reminders has a new toggle named Enable Non-respondent Custodians Workflow. Use this toggle when a custodian doesn’t respond to holds so that their user is created in LegalHold.

Tracking code: LH-10982

 

• Now you can download the Released Hold Notice as PDF. 

Tracking code: LH-10701

 

• We have added a new toggle and filter named C Level Executives to the Add People form. You can set people as C level executives and search for people with that attribute.

Tracking code: LH-10700

 

• Now you can select the fields to be included in the Notice Digest Reminders notification.

  • Hold number

  • Hold name

  • Matter name

  • Matter number

  • Primary contact

  • response

  • response date

Tracking code: LH-10983

 

• On the LegalHold module, now you can save the following query options:

  • View preference

  • Sorting preference

  • Filters

  • Search type of the tables

Tracking code: LH-10984

 

• Now the Hold History includes the name of the sender.

Tracking code: LH-8380

 

• Now, on Collections Custodials, you can select multiple collectors.

Tracking code: LH-9762

 

• Now Manage Users has more filter options. You can search a user by role and limit the search to users that are enabled.

Tracking code: LH-9923

 

• Now Hold Notice and Preservation Notice have a button to export data to a PDF file.

Tracking code: LH-11399

 

• Now, In Manage Holds > Legal Staff, you can set if you want to receive a copy of the notice from within the report.

Tracking code: LH-10115

 

 

• Now you can update the Department Name under the People Import process.

Tracking code:  LH-11480

 

• Now the Hold Summary Report contains who initiated the hold. Also, Preservation Notice History changed its name to Hold Notice Story.

Tracking code:  LH-11493

 

• Now the People module saves your latest search so that it persists when you get back to the module.

Tracking code: LH-11214

 

• In Custom Report Configuration, we have made the search more intuitive by providing a description. We also made some improvements to the UI.

Tracking code: LH-11588

 

Issues Resolution

 

We resolved the following issues:

 

• Now, in the Custom Designer Report (before Export Tool) > Create Configuration, a warning message appears when a task with the wrong schedule is set. For example, a task that runs in the past. 

Tracking code:  LH-10304

 

• We resolved some issues with the Custom Designer Report (before Export Tool) in which the information couldn’t be edited, went missing, or didn’t update in the view.

Tracking code: LH-10055

 

• We fixed an issue in which users couldn’t choose collectors from converted holds during the creation of collection requests.

Tracking code:  LH-10740

 

• We fixed an issue in which collection requests would not create and when attempting the same action a second time, the Collection ID would send an error message because it was not unique.

Tracking code:  LH-10749

 

• We solved the error that appeared when accessing Manage People > Add People > History tab.

Tracking code: LH-10617

 

• On Schedule Task > Custodian Reminder Email > Edit, when you selected a Start Date and an End Date, Next Schedule didn’t match the dates previously selected.

Tracking code:  LH-11216

 

• We fixed an issue with the CSV file in People Import not being compatible with the UTF-8 format.

Tracking code:  LH-11468

 

• On the Hold configuration > Preservation Notice(s), the Preservation Notice Name and Preservation Notice Version were missing.

Tracking code: LH-8997

 

• We fixed an issue in which Disable SSO, Early Termination Date, and C Level Executives were reset in the People module after the HR Feed completed its process.

Tracking code: LH-11626

 

• In Manage Holds, when using a Hold Template to create a hold and then trying to delete the hold without sending it to the other parties, an error was displayed and the hold couldn’t be deleted.

Tracking code: LH-11605