Introduction of document data caching – meaning values of content controls are always available whether inside select or optional paragraphs
Batch Processing tool to allow a group of DocAssist documents to be generated against a set matter and author
Tool to Deconstruct/Reconstruct Repeaters for ease of updating and maintaining repeaters
Addressee’s email address will auto-populate into the To box when DocAssist emails are created
Option to retain the Outlook email signature in DocAssist emails
Ability to start a new precedent automatically in filtered mode – to only take the user to incomplete content controls
Centralised management of DocAssist licences by allocating licences to specific users, in DocAssist Admin utility
Auto Allocation of DocAssist Licence to Users if they have DocAssist installed, use Word, are unlicensed and there are enough licences available. Otherwise, the administrator will have to allocate the licence manually using the Admin Utility
Centralised management of DocAssist licensing key via DocAssist Admin utility
Licencing warning appears 5 days from when the licence is due to expire
Contact Lookups include the ability to multi select and return a delimited list of contact names with optional delimiters and final delimiter. EG Rebecca Painter, Pratik Mehta and Demi Agraz.
Ability to control whether an iManage Clause Bank content control will refresh automatically when it is accessed in a document. A configuration setting is available to choose it to automatically refresh clause content from iManage or leave it as static in the document after insertion. – <AutoRefreshClauseControlOnClick>True</AutoRefreshClauseControlOnClick>
Suppress the refresh of a Repeater Control when a user clicks on the control in the document. It will only refresh by clicking the Add button (+) to add a new repeater or when moving through the Repeaters using the arrows on the DocAssist pane. This can be turned on/off using a setting in the configuration file
DocAssist pane will only refresh when choosing an option from a Select Paragraph, if there are controls that appear on the pane, as a result of the selection made
Ability to add controls that are hidden on the pane and during navigation. User will not be prompted in the document or the pane.
View User and Edit User details added to the DocAssist Pane, if the necessary settings are added to the DocAssist configuration file (Settings.xml) and ability to make certain User attributes read only – both across standard User fields (ie First Name, Last Name) and extended data fields (inside the data XML)
DocAssist emails can be sent in draft mode. Depending on settings in the settings.xml file
DocAssist emails retain their numbering
Feature
Changes
DocAssist prompt pane orders controls correctly when they are introduced during select paragraph process
Clippings dialog scales correctly on high DPI monitors
Mouse wheel movements will not interfere with dropdown controls in the prompt pane
Prompt pane always shows up to date data from the matter when writeback is used
Money controls that calculate totals will update automatically in the prompt pane
Repeater controls when added to the Prompt pane will have a Title heading assigned
Removing a Repeater option will remove it as a relationship from the matter
Controls inside a repeater will writeback to the database
A Letterhead will get inserted, if a matter is not selected, if there is an Author selected
Improvements in dialog sizing and location when changing resolution
Enhancements to improve scaling on multi select paragraphs dropdown
Enhancements to improve selection and saving of changes in Admin Utility
Improve signoff
Improve how repeating users or contacts after being added to the document, are being deleted and updated in the database and document
Updated Rich Text Control default message
Improve scaling of text control labels in the DocAssist pane
Improve scaling of toolbar icons in the DocAssist pane
Feature Changes specific to imanage users only
Clause Bank dynamically updates with additions to folders and documents
Worksite context setting to offer more options when opening or saving a document to Worksite
Work 10 only – Precedent Bank, Email Precedent Bank and Clause Bank can point to a Work10 folder in addition to a Work10 workspace
Work10 only – Update functionality for Work10 to allow using location and lists to be added to a document from ClauseBank
Ways to manage standardised clauses is one of the
most common requests we get. Standardised clauses are important for accuracy,
firm representation and consistency.
We’ve developed two sets of Clause Library options
for DocAssist users depending on their existing systems as well as firm
requirements. These options are:
Clippings and;
Clause Bank
Both solutions are available with the DocAssist’s Word and Outlook Add-ins.
Clippings
Clippings is the standard clause library that comes as part of your standard or premium DocAssist implementation. The way we describe Clippings is “Auto-text but better”.
While Clippings are just .docx files saved in a directory,
there are two major differences between the standard auto-text functionality
and our solution:
You have the ability to save your clippings to up to three locations with separate security policies applied to them:
Personal
Shared
Global
Clippings allows you to preview and search for clauses in a compact user interface before inserting them into your document, without having to search for it in a different location.
Preview of Clippings interface with a preview of a clause stored in a “Personal” location.
Clause Bank
Clause Bank is a functionality developed specifically for firms who utilise iManage. It has been integrated with their latest release (Work10) in order to provide users with seamless access to their curated clause library managed by the KM or Precedents department.
Like Clippings, Clause Bank allows users to select relevant pieces of text, tables or images saved to a central repository.
Like Clippings, ClauseBank allows users to search
for and insert accurate clauses into their documents with the click of a
button.
You can also create your own library of curated
clauses by adding them to your favourites.
Clause Bank interface showing curated folder structure
What’s right for me?
There are many compelling reasons to use either Clippings or Clause Bank. Most firms using iManage will utilise both.
For those firms, the main use case for having both is to provide users with the flexibility to access either their personal or departmental clause options via Clippings as well as the firm-wide curated clause library.
The advantage of using both is that it allows users
to personalise Clippings (ie modify clauses) and keep them in their
“Personal” Clippings location. It also allows departments to maintain
their own clause libraries without
having to go through IT, KM or Precedents departments.
For non-iManage sites, Clippings can be a powerful utility where security policies can be applied to the Personal, Shared and Global locations to dictate Read/Write/Modify permissions. This way KM/Precedent departments can still have the power to curate Global and Shared locations, but provide users flexibility to modify and use their preferred clauses via their Personal location.
The option that is right for you depends on your
firms policies and preferences.
Clause Bank – build on your document by inserting DocAssist clauses[/caption]
Certain Contact attributes can now be read only – both across standard Contact fields (ie First Name, Last Name) and extended data fields (inside the data XML)
Enable the removal of the Sign button from the DocAssist pane if not required at a particular site
Modify Gender field in Contact table to accept more than 2 characters
DocAssist prompt pane will now always refresh correctly to show user controls and date controls
Add Contact dialog updated so that users are always able to get multiple lines into the Address box
Enable users to action lowest level dialog without dialogs overlapping
Enable Edit Contact form on high DPI monitors (over 100%)
Renaming content controls dialog will always apply the changes
Improve the speed in which money controls apply calculations
Precedent Bank no longer forces the initial save
iManage profile no longer returns “0” when the Addressee of the document is blank
