****This document is subjected to changes until the product release scheduled on 29th December, 2024 ****

And this release introduces a range of exciting and highly requested features aimed at enhancing the LegalHold workflow for our clients:

Improvements in questionnaire: To streamline questionnaire processes and improve overall efficiency, we have added two new features: a customizable toggle for questionnaire improvements notifications, and a scheduled task to automate questionnaire improvements. 

Several UI Improvements:  As a part of our ongoing effort to put users first, we have made several UI modifications. These changes are designed to be more intuitive, visually appealing, and tailored to meet user needs.

Enhancements/Improvements

Enhancement:  UI modifications
Description: We have changed the following components in the application:

• Tab’s colors for the states Default, Hover, and Selected
• Icon’s colors for the states Default, Hover, and Selected
• Button’s colors for the states Default, Hover, and Selected
• Link’s colors for the states Default, and Hover
• The colors of the data table headers for Label and Sort icons
• The colors of the data table rows for the components and fonts
• The colors of the data table pagination for the components and fonts
• The color of the row selection
• The colors of the tag components, such as Text, Container, and Icon
• The colors of the snackbar, such as Text and Container
• The colors of the tertiary components, such as Header text, Sub-header text, Dividers and Icons
• The colors of the tooltips, such as Text, Container, and shadow of the container
• The colors of “Copy From Templates” screen in LegalHold for text, tab, and list of templates.
• The colors of the hamburger menu; font colors of menu items such as My Holds, My Approvals, etc., and dividers
• The branding logo has been modified on the login page and application page as well as the icon in the favicon.
• The colors of the icons on the homepage and the background container of the icons.
• The colors of the following Breadcrumb workflow components:
  • Text and bubbles for current indication
  • Text and bubbles for completed indication
  • Text and bubbles for future indication
  • Horizontal lines.
• The colors of the following status buckets:
  • Recipients without Responses
  • “Yes” Responses
  • “No” Responses
  • Silent Responses
  • Released Custodians
  • Inactive Custodians
• The colors of all the pop-up windows and validation pop-ups that include:
  • Text
  • Container
  • Shadow
  • Dividers
  • Buttons
• The colors of all the following input form fields:
  • Drop-downs
  • Text fields
  • Multi-text fields
  • Date pickers
  • Toggles
  • Checkboxes
  • Radio buttons

Tracking code: LH-15025, LH-15026, LH-15027, LH-15028, LH-15029, LH-15030, LH-15031, LH-15033, LH-15034, LH-15035, LH-15036, LH-15037, LH-15040, LH-15041, LH-15042, LH-15043,  LH-15044, LH-15047, LH-15048, LH-15052, LH-16336, LH-16624

Enhancement:  New toggle added for questionnaire improvements notification
Description: We have added a new toggle for hold admins and system admins to get a notification when the custodian has responded to a particular question, to help in faster data collection and defensibility. A notification will not be triggered if the user does not answer a question in the questionnaire, even if the question has been marked as “Notify on Response”. 

• If the ‘Notify on Responses’ toggle is set to is YES, the new custodian response is stored in the data table.
• If the ‘Notify on Responses’ toggle is set to NO, the data table remains unchanged for the new responses.

    Note: If the custodian selects ‘Submit for Later’ option, no changes are saved in the data table. And if the custodian responds to a question multiple times, the latest value is     saved in the data table.
Tracking code: LH-16076, LH-16079

Enhancement:  New scheduled task added for questionnaire improvements
Description: As a hold and system admin, a scheduled task “Questionnaire Response Notification Digest” is created to notify the legal department when a custodian has responded to a question on the questionnaire, when the “Notify on Responses” toggle is turned on, enabling faster data collection improving defensibility. For more information, refer to this article Questionnaire Response Notification Digest.
Tracking code: LH-16078, LH-16112

Bug Fixes 

Issue: Fixed the issue for Legal staff, notice approvers, and recipients with Contact Me enabled, who were unable to open hold notices from the notice approval grid in the My Approvals tile.
Tracking code: LH-16097

Issue: Resolved the issue with Manage Users, that users with multiple roles are duplicated when filtered by role.
Tracking code: LH-16483

Issue: Fixed submission issues for LegalHold custodians on different holds, even if they complete the questionnaires.
Tracking code: LH-16794

Issue: Fixed the issue in displaying the “Link to Contact Me” variable was added to the notice preview page and test email page.
Tracking code: LH-16764