LegalHold 3.9.0 Release Notes
This release note detail the information related to Enhancements, Improvements, and Resolved Issues in LegalHold 3.9.0 release. And this release introduces a range of exciting and highly requested features aimed at enhancing the LegalHold workflow for our clients:
- New Fields and features to improve usability: A variety of new fields and features are introduced throughout the instance to enhance usability. A new column for Custodian Release Date has been added to the custodian portal, providing an audit history of released holds.
Additionally, a new filtering feature enables users to filter holds by Primary and Secondary contacts, including responsible attorneys and legal staff, making it easier to find relevant holds. We've also added a 'Favorite' button to hold tiles and filter lists, allowing users to mark and quickly find holds of interest. Furthermore, we've included a direct link to the Client Idea Portal within the LegalHold Application. - Several UX Improvements: In addition to the above features, this release also includes several modifications to improve user satisfaction and usability, such as changing the look and feel of the text editor and modifying the user form.
Enhancements/Improvements
Enhancement: User form Modifications.
Description: The User form is updated to display the Associated person first, followed by the email for creating or updating.
Tracking code: LH-16363
Enhancement: A new column was added for Custodian Release Date for Released Holds in the custodian portal, which provides an audit history of released holds.
Tracking code: LH-16457
Enhancement: We have removed the columns Non-Respondent Reminder and Manager Escalation from the people grid list.
Tracking code: LH-15547
Enhancement: Changed the color of the Text Editor on the items below:
- Background
- Borders
- Hover on buttons
- Disabled buttons
- Variable colors
- Dropdowns
- Insert and Edit Link Pop-up
Tracking code: LH-16916
Enhancement: We have introduced a new filtering feature, enabling users to filter holds by Primary and Secondary contacts. Additionally, allowing users to search by "Primary/Secondary Contact", including responsible attorneys and legal staff, making it easier to find relevant holds.
Tracking code: LH-16799, LH-17502
Enhancement: Added a 'Favorite' button to hold tiles and the filter list, allowing users to mark and quickly find holds of interest.
Tracking code: LH-16798, LH-16917
Enhancement: We've implemented a solution to extract answers to specific questions, addressing the timeout issue with the Questionnaire Analysis report when running it for all active holds. Also, on the questionnaire analysis report, we've added a new filter for questions, allowing users to search for and add specific questions from all submitted questionnaires.
Tracking code: LH-17465
Enhancement: We've updated the label 'Custodian Release Date' to 'Custodian/Data Steward Release Date' in the My Release Holds view for clarity and consistency.
Tracking code: LH-17410
Enhancement: We've added the new Client Idea Portal link within the LegalHold Application.
Tracking code: LH-17593
Bug Fixes
Issue: We fixed an issue in the People Import Task → Schedule Import step. The Download sample CSV link was retrieving the "Early Termination" CSV file instead of the "People Import" CSV sample
Tracking code: LH-16098
Issue: We resolved some security issues.
Tracking code: LH-16958, LH-16959
Issue: We fixed an issue where a new recipient added to an active hold would incorrectly show the record in their "Received Holds" tab, even if the hold hadn't been sent to them.
Tracking code: LH-17220
Issue: We fixed an issue with "All Active Holds" bucket's incorrect percentage display when an inactive custodian, who previously responded to a hold, is released.
Tracking code: LH-17330
Issue: We have resolved the issue with the Legal Hold email format that was causing errors in the people import process.
Tracking code: LH-17345
Issue: We have resolved the issue with message text indentation when a URL with a text length exceeding 400 characters is included. This caused the left margin to overlap with other message table elements.
Tracking code: LH-17331
Issue: We've Fixed issues with Holds on Recipient Report, where recipient names wouldn't load correctly if a user didn't have a middle name.
Tracking code: LH-17347
Issue: We've resolved an issue in the Review and Send step that custodians with an inactive employee status were not being counted in the notification message box.
Tracking code: LH-16795
Issue: We've resolved an issue where headers were missing from two areas:
- Configure Email Notification for People Upload → Add Notice
- Custom Report Designer → Add People
Tracking code: LH-17413
Issue: We've removed the Employee ID from the Hold Notice mail.
Tracking code: LH-17655
Issue: We did an important security fix that LegalHold 3.9.0 has been certified with Tomcat 9.0.102
Tracking code: LH-17670