Posts

New Features

  • 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
  • Centralised management of DocAssist licensing key via DocAssist Admin utility

iManage Feature Changes

  • Clause Bank dynamically updates with additions to folders and documents
  • Precedent Bank, Email Precedent Bank and Clause Bank can point to a Work10 folder in addition to a Work10 workspace

Feature Changes

  • iManage Work10 integration
    • Save to Workspace
    • Precedent Bank
    • Email Precedent Bank
    • Clause Bank

    • 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

Our developers have been working hard lately to integrate iManage Work10 into DocAssist and it is now available in our latest release.

For all our wonderful existing clients, please get in touch for the upgrade files.  If you are new to DocAssist and would like more information, we’d love to hear from you.

Here are a few teasers of what the integration includes:

Precedent Bank – launch a new DocAssist precedent

Clause Bank – build on your document by inserting DocAssist clauses

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