LegalHold 3.3.0 Release Notes

Enhancements/Improvements

Enhancement: Added Silent Custodian Information to the People Module.
Description: To access this feature, you need to enable silent Custodian option in the global settings. On enabling this option, you can view Silent Custodian information by navigating to Manage people > People List  > Received Holds tab > Silent Custodian Information. For more information, refer to link.
Tracking Code: LH-12553

Enhancement: Added new filter in Active Holds.
Description: New filter is added in Active Holds, either in the tile view or list view, allowing user's to filter by the person's name who sent the hold. For more information, refer to link.
Tracking Code: LH-13129

Enhancement: Added direct links from the card to access the hold notice or the recipients' list.
Description: Users can directly access the hold notice or the recipients' list from the card, instead of clicking on the hold number and then on the section. For more information, refer to link.
Tracking Code: LH-13180

Enhancement: Added a filter for the Last sent by in CDR (Custom Designer Report).
Description: The new filter last sent by enables the user to filter custom reports according to who sent the report lastly in CDR (Custom Designer Report). For more information, please refer to link.
Tracking Code: LH-13194, LH-13401

Improvement: Users can export the custodians list from the active and released holds.
Description: This feature allows the user to export the custodians list from the Recipients section as CSV file for active and released holds. For more information, refer to link.
Tracking Code: LH-12411

Improvement: Updated the user Preferences.
Description: Now users can view groups, lookup tables, and questions repositories in LegalHold  with the preferences such as views preferences,  sorting preferences, dropdown selections, and search types. Along with these features, Legal Hold saves the queries for a short period until the next login. For more information, refer to link.
Tracking Code: LH-12107

Improvement: New tabs introduced in Manage Users Module.
Description: Now the user's module for system administrators has separate tabs by their function as Legal Users, Custodians, and Disabled Users, along with the All Users tab. For more information, refer to link.
Tracking Code: LH-12539, LH-13010

Bug Fixes

Issue: Fixed the issues with some configurations.
Description: The issues related to the following configurations are fixed:

• SAML authentication configured
• Toggle Enable Non-Respondent Custodians Workflow enabled
• Set a user as disabled
• Recipients were added to a hold, including the user set as disabled
• The following behavior was encountered when sending the hold:
• An exception was written to the log files.
• Hold administrators saw the hold status as unsent.
• Custodians received the hold notification.

Tracking Code: LH-12582

Issue: Fixed the issue with picking date, while custodian attempting to change the response of the questionnaire.
Description: In My Holds > Questionnaires, when a custodian attempted to change the response of the questionnaire, they could not choose a date from the date picker, but only change the date manually.
Tracking code: LH-12191

Issue: Fixed the issue of running Custodian Reminder task even when all custodians had responded to the hold. 
Tracking code: LH-12739

Issue: Fixed LegalHold Crashing issue when a template is not selected in Copy Template Questions
Description: In Hold > Questionnaire(s), Copy Template Questions caused the LegalHold to crash when a template was not selected.
Tracking code: LH-12597

Issue: Fixed the issue with Queue Type filter.
Description: In Custom Report Designer, the Query type filter didn’t work properly. When designing a report to export to a CSV file, and selecting between People and Custodians in filter Query type, option People would remain even if Custodians was selected.
Tracking code: LH-12865

Issue: Fixed the issue with Questionnaire Module.
Description: On Questionnaire, in the following scenario:

• Questionnaire Mandatory toggle was enabled.
• The hold didn’t contain a questionnaire.
• We fixed the following behavior:
• Notice Response page didn’t show a Submit button, and instead it showed that the Questionnaire was not filled yet.
• The Questionnaire Response History displayed in the UI.

Tracking code: LH-12947

Issue: Fixed the issue with Hold reports
Description: When a specific matter type was selected to filter data, the results disregarded filters on matter status and would display all active, released and unsent matters belonging to that matter type in the following Reports:

• Custodial Collections by Hold
• Non Custodial Collections by Hold
• Questionnaire Analysis Report By Hold
• Recipients By Hold

Tracking code: LH-12639

Issue: Fixed some security issues.
Tracking code: LH-12301, LH-12302, LH-13132, LH-13178

Issue: Fixed the issue with Back and Continue buttons at the Recipient(s) step, while creating a new hold. The buttons appear only when adding a new custodian.
Tracking code: LH-12963

Issue: Fixed the issue in displaying the values set on each hold for the select people custom fields, on the Custodian Reminder Email.
Tracking code: LH-12692

Issue: Fixed the Pagination issue in the Notice Response Status, if a hold contains more than 10 custodians.
Tracking code: LH-12961

Issue: The Preview Questionnaire View didn’t show questions that contained single or multi select questions.
Tracking code: LH-12962

Issue: Fixed the issues with the Notice Response pages.
Description: In the Notice Response page, if the user names a hold using the characters "(" or ")" the user interface crashes, and multiple elements display, turning the view into a mess, and others become un-clickable.
Tracking code: LH-12894

Issue: Fixed the issues with Custodian Reminder Email Scheduled Task.
Description: The Custodian Reminder Email Scheduled Task didn’t show the correct labels in the configuration settings in the following scenarios:

• When the task ran the first Monday every 3 months, the label didn’t reflect that configuration.
• When the task ran, the status didn’t display as Running.
• The Run Now option was displayed at the time that the task was running. 

Tracking code: LH-12413

Issue: Resolved the issue with silent custodians not displaying courtesy copies to the legal staff and variables not resolving in the subject line.
Tracking code: LH-13088

Issue: Resolved the issue with the People Import process where an “Unknown Error” message was duplicated for validation on a duplicate person’s email or ID.
Tracking code: LH-13225