Review Version Updates Archive October - December 2021

2021.0.0.413 – Stage Deployed 12/13/2021, Production Deployed 12/16/2021

Client Reported Issues

Users receiving unexpected message about navigating away from the page when accepting filings REV-1113
- Fix: Removed the “are you sure” message from the review tool.
- Note: Users may see longer load spinners when processing an envelope while all saves are completed, and the action is committed.

Return user to the same page of the review queue upon end review REV-1247
- Fix: Disabled print feature that was built into PDFTron that was appearing sporadically when some documents loaded in the review tool

Print message pops up intermittently when documents load REV-1261
- Fix: Corrected the logic to display the correct filing as selected in the filing list in the filing tab that matches the document displayed on the screen after changes are saved

Manual stamps not honoring configuration REV-1387
- Fix: Manual stamps will now correctly apply with the size, font, and color they are configured to have in the system

Required party types not displaying in Party screen when configured to not allow new parties for that party type REV-1565
- Fix: Updated logic to show the required party types in the dropdown but disallow clerks to add new parties of that party type on cases when the party type is configured to prevent users from adding additional instances of the party type

Layered image stamps are not stamping in the correct order REV-1349
- Fix: Corrected the order that image stamps apply when layered on top of each other so that they commit in the order the clerk applied them
- Note: There is an outstanding issue where the stamp order will reverse if a clerk layers image stamps, ends review, returns to the envelope, and moves/edits the layered stamps. If the clerk applies the stamps and does not move them, they will remain in the correct order. This issue will be addressed in REV-1582

New Functionality

Ability to select a reason and provide comments when changing docket dates on envelopes REV-911, REV-912

Configuration now supports the ability to require clerks to identify a reason when editing the docket date on an envelope
- This feature is supported in EFM 2022.0 and higher
Reason and comments are stored in the EFM database, but are not displayed to users or transmitted to CMS
- Feature was added for reporting purposes
Reason codes are configurable
If this feature is turned on in the EFM at the node that the envelope lives at, clerks will be required to select one of the preconfigured change reasons from the dropdown list
No changes to the docket date UI if the feature is not enabled
Clicking the calendar icon beside the docket date in the envelope panel will bring up the new edit docket date modal

Graphical user interface, application
Description automatically generated

Display Created by Firm information on service contacts REV-1560
- Users will now see the Created by firm information in the review application when looking at a service contact from the Service Contacts modal in the Review Queue, Review History, and Envelope look up screens

Graphical user interface, text
Description automatically generated

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Case service contacts does not return “Other” contacts REV-1561
- Updated the stored procedure so that Other service contacts will correctly display when viewing service contacts from the Review Queue, Review History, and Envelope look up screens

2021.0.0.405 – Stage Deployed 12/8/2021, Production Deployed 12/9/2021

Client Reported Issues

Reviewing Application Not Loading Documents REV-1569
- Fix: Modified the app to refresh an additional time on a version change when the user is in the Review app. This forces the document to display as expected in the viewer. If the user is not in the app, they will not see the additional refresh. Future versions will not need the additional refresh to display the document correctly.

2021.0.0.399 – Stage Deployed 12/3/2021, Production Deployed 12/9/2021

Client Reported Issues

Layered Image stamps are not stamping in the correct order REV-1349
- Fix: Adjusted ordering logic for image stamps so they will commit in the same order they were applied during review

Cannot see entire filing and document descriptions when they are longer than space provided during review REV-1145
- Fix: Adjusted the filing description and document description data fields to utilize a multi-line component, allowing clerks to see the full text of the field as needed.
- Includes validation to ensure that text does not exceed any configured maximum values

Filing list does not show the correct filing selected REV-1155
- Fix: Corrected the logic to display the correct filing as selected in the filing list in the filing tab that matches the document displayed on the screen after changes are saved

Optional Services intermittently missing on the filing tab in review tool REV-1458
- Fix: Adjusted the code cache to load filing components and optional services separately so one would not be waiting on the other to display, resulting in intermittent timeouts

End review starts processing errored envelopes REV-1470
- Fix: Adjusted the logic so that errored filings would not start processing again until clerks take action (accept/reject) on the filings

New Functionality

Ability to see service contacts on a case in Review Queue, Review History, and Envelope Lookup REV-1531, REV-1074, REV-1080

Reviewers can now see the service contacts on a case from outside the review tool in the Review Queue, as well as in the Review History and Envelope Lookup screens
New screen is available under the vertical ellipsis at the end of each envelope row, named Service Contacts
Allows clerks to see a read only version of the service contacts on the case for verification.
- An interactable version of this screen will be added in a future update

Provide link to original document inside the review tool REV-925
- Reviewers now have a hyperlink to the original version of the document being viewed in the document viewer header during review
- Allows clerks to download and see the entire document on their machine while reviewing documents in an envelope
- Same behavior as experienced in Silverlight

Chart, scatter chart
Description automatically generated

Display service contact email addresses on Service panel in review tool REV-1510
- Clerks will now see the email address for service contacts, where applicable, on an envelope when looking at the service contacts during review of an envelope

Graphical user interface, text, application
Description automatically generated

Stamp usability improvements – Auto Grouping REV-920
- Multi- line manual stamps will now be automatically grouped together when they are placed on documents
- Clerks will still have the ability to group and ungroup stamps as desired
- Note: Stamps that have been grouped together will need to be moved by selecting the first line of the grouped lines
  - If the clerk clicks on any line but the first one, it will only select and move the specific line
  - This allows clerks to group stamps and move them as a block while still being able to interact with the other lines of text individually as needed without having to ungroup the stamp

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Maximum recursion 100 has been exhausted REV-1525
- Made adjustments to the review history load logic to resolve issue

ClientSiteTimeZone Exception REV-1547
- Adjusted filtering for locations in the drop down to eliminate errors

Create GetDocketDateChangeReasons EFM and AWS APIs REV-910, REV-1558
- Created backend messages to support new upcoming functionality around docket date changes

Service Contact EFM and AWS APIs REV-1076, REV-1079, REV-1532, REV-1533
- Created APIs needed to pull in case service contacts and firm service contacts for administration

SaveAnnotation “Document does not have a valid work item” error REV-1483
- Updated the stored proc so that it no longer presents an error when the work queue id cannot be determined

Review History: Fix issue setting ‘Include Complete’ flag when creating cookie REV-1528
- Corrected issue so that the include complete flag will be set in a user’s cookies when checked in the Review History screen

Document Network Failure Errors (Various) REV-1416, REV-1523
- Resolved various errors causing some documents to not show in the document viewer as expected
- Additional errors will be worked and resolved as they are reported or found in the logs

2021.0.0.397 – Stage Deployed 12/3/2021, Production Deployed 12/3/2021

Client Reported Issues

Users receiving errors regarding missing required parties when accepting, forwarding, or ending review on subsequent filings REV-1562
- Fix: The system will no longer validate envelopes for required parties on subsequent filing, as all required parties should already be present on the case from the CMS

2021.0.0.385 – Stage Deployed 11/29/2021, Production Deployed 12/2/2021

Client Reported Issues

Unable to add parties on subsequent filing when parties need to be verified REV-1535
- Fix: Parties can now be added. This targeted change increased the version number of the viewer (user interface) to 2021.0.0.385

HOTFIX – Stage Deployed 11/19/2021, Production Deployed 11/19/2021

Updates did not include a change to viewer (user interface) so the version number did not change.

Client Reported Issues

Documents incorrectly showing as rotated in the review tool REV-1520
- Fix: Documents will now show their orientation correctly when displaying in the review queue

2021.0.0.378 – Stage Deployed 11/19/2021, Production Deployed 12/2/2021

Client Reported Issues

Document zoom feature does not remember setting from one document to the next REV-1193
- Fix: The application will now remember the zoom setting selected by the reviewer from one document to the next and from one envelope to the next until the clerk changes the setting again

Allow clerks to change the party type on required parties REV-1366
- Fix: Clerks can now change the party type of any new party on a case, regardless of whether they are a required party type or not.

Do not default action reason or comment from one filing to the next in an envelope REV-1426
- Fix: Added defensive coding to better handle certain types of envelopes to ensure that the correct review actions show for reviewers.

Reject action missing in new tool, present in SL REV-1461
- Fix: Resolved various issues that resulted in errors after adding stamps to certain documents
- Additional issues may arise with document/stamping options that would need to be worked separately

New Functionality

Ability to delete a filing in a Proposed Order Child envelope REV-458

Reviewers will now have the ability to delete a proposed order filing in a child draft envelope as a part of the proposed order workflow
- This is dependent on the envelope being a part of a that specific workflow and the user having the review right to do this action

Graphical user interface, text, application
Description automatically generated

Ability to see review action history from the Review Queue, Review History, and Envelope Lookup screens REV-1051, REV-1070
- Reviewers now have a new option under the vertical ellipsis for each envelope in the Review Queue, Review History, and Envelope Lookup called “Action History”.
  - This feature allows clerks to see the actions taken on an envelope from submission to acceptance and includes the name of the person who took the action, the action taken, the filing it was taken on (where applicable), the date and time the action was taken, and the queue the envelope was in at the time.
  - This feature is not controlled by any rights or roles, and will be available to anyone who can see an envelope in these screens
  - Note: There is a known issue where this option will not be visible in the review queue if it is filtered to show only one envelope. (REV-1153)
    - The workaround for this right now would be to either find the envelope in Envelope Lookup or ensure there is more than one envelope on the screen

Graphical user interface, text, application, email
Description automatically generated

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Create Service Contact information EFM APIs REV-1077, REV-1078
- API work needed to support showing service contacts on cases from outside the review screen

Create GetRedactionStatus EFM APIs REV-1421
- API work need to support redaction in the review tool

Network Failure document messages (various) REV-1485, REV-1488
- Resolved various errors causing some documents to not show in the document viewer as expected
- Additional errors will be worked and resolved as they are reported or found in the logs

Verify Party returns prior party’s info when no party exists REV-1412
- Updated the verify party page to reset the party information between party searches to ensure that the previous party’s information does not display in an instance where the party search returns no results

Stamp image issue – Subquery returned more than 1 value REV-1436
- Updated the stored procedure so that it will no longer error when multiple records are returned

CaseCrossReference Timeout – Bad Join REV-1491
- Resolved a bad join in the stored procedure so that it will no longer timeout when trying to return Case Cross Reference information

Party is unable to be deleted if they have a Person ID REV-1515
- Added an error message to notify users they are attempting to delete a party that has been verified.
- To delete the party the clerk will need to delete the person id from the person id field, then delete.

2021.0.0.368 – Stage Deployed 11/15/2021, Production Deployed 11/18/2021

Updates did not include a change to viewer (user interface) so the version number did not change.

Client Reported Issues

GA Prod - Document doesn't display auto stamps as expected during review REV-1433
- Fix: Stamps will now render correctly on documents where they previously changed locations while placing.

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Prod NH: api/document null reference line 279 REV-1465
Prod api/document watermark null reference REV-1484

Resolved various errors causing some documents to not show in the document viewer as expected
Additional errors will be worked and resolved as they are reported or found in the logs

2021.0.0.368 – Stage Deployed 11/12/2021, Production Deployed 11/18/2021

Client Reported Issues

Clerks seeing service only filings in review tool REV-1463
- Fix: Clerks will no longer have the ability to review service only filings that have been submitted through the system, and will no longer see envelopes that only contain service only filings in the review queue

Unable to forward errored filings REV-1337
- Fix: Clerks can now forward errored filings into different queues as needed

Manual accept action not working as expected REV-1468
- Fix: Clerks can now manually accept envelopes as needed, without the envelope freezing during review

Error adding annotations to certain documents REV-1428
- Fix: Resolved various issues that resulted in errors after adding stamps to certain documents
- Additional issues may arise with document/stamping options that would need to be worked separately

New Functionality

Ability to Rotate Page REV-797

Clerks will now have the ability to rotate pages inside of documents as needed
Note: Currently rotation MUST be performed before any manual stamps (image or text) or annotations (free text, highlights, lines) are added to the document.
- If manual stamps or annotations are added first, and then rotation is done the stamps will be lost
- This also includes modifying or moving a manual stamp or annotation
- A clerk can choose to end review after adding the stamp, and resume review to rotate if desired, but stamping before rotation in the same review session will result in lost manual stamps/annotations
- This will be further enhanced in a future update
The rotation icon is not honoring review rights configuration in this version. All clerks will see the icon. This will be corrected in a future update

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Create GetRedactionConfig EFM API REV-1157
- Supporting backend work needed to begin working on redaction functionality

Network Failure document messages (various) REV-1417, REV-1420
- Resolved various errors causing some documents to not show in the document viewer as expected
- Additional errors will be worked and resolved as they are reported or found in the logs

2021.0.0.359 – Stage Deployed 11/05/2021, Production Deployed 11/11/2021

Client Reported Issues

Timeout error loading envelope REV-1443
- Fix: Ran an updated stored procedure to resolve timeout issues

Unable to delete a party that is linked to a filing as an associated party or is marked to receive service REV-1150
- Fix: Adjusted in two parts:
  - For parties that are linked as an associated party on a filing, clerks will now receive a toast message telling them they need to update the associated parties to allow the party to be deleted. Clerks will need to remove the link on the filing(s) before the party can be deleted to avoid errors in the filings screen
  - For parties that are marked to receive service on a filing, clerks will now be able to delete the party without error and have the service correctly reflect that the party is no longer being served

Auto refresh check box does not stay checked when you leave and return to the review history or review queue screens REV-1194
- Fix: The auto refresh check box will remain checked as reviewers move between screens in the application during the same web session
  - If clerks close or refresh the site, the box will need to be checked again
  - Clerks can avoid having to check the box during each session by saving the check box in their saved filter under the “Apply” button

Issues with filing at non-integrated nodes REV-1212
- Fix: Multiple adjustments:
  - Updated Case Description field so that it is always editable for non-integrated nodes
  - Adjusted the banner “The filer is attempting to submit a filing into an existing case in your court” to only display on subsequent filings, instead of all the time

Fees section in printed version of envelope details is incorrect REV-1283
- Fix: Updated the payment section of the fees area to its own row to ensure it is included in the printed version

Court administrators not seeing all nodes when granting rights to users in Court Admin screen REV-1290
- Fix: Corrected a caching issue that was resulting in some sites not showing all notes while others did

Users receiving errors about filing codes being invalid intermittently when leaving the envelope through various means (accept, end review, forward) REV-1293
- Fix: Removed additional validation on filing codes that was causing errors to occur on filing codes

Envelope freezes after applying stamps/annotations and attempting to forward REV-1398
- Fix: Added logic to process actions in the correct order to ensure stamps are saved and the forwarding action completes

Case Cross Reference errors appearing when opening all envelopes in review REV-1434, REV-1444
- Fix: Adjusted the code to use a more logical query to get back information on filings that eliminates the errors, and added additional permissions needed to the database

Users getting error ending review on envelopes REV-1439
- Fix: Corrected an issue in the stored procedure that got document type codes that was resulting in errors

Fillable form does not display all information entered by filer REV-1445, REV-1447, REV-1403, REV-1425
- Fix: Fillable forms submitted by filers should now correctly show all information on the document as expected.
- Additional issues of this going forward will be worked independently as new issues specific to those forms/documents

New Functionality

Ability to delete users in the court firm REV-1220

Clerks will now have the ability to delete users in their firm from the Court Admin screen
- This also resolved an issue where previously deleted users were showing in the firm list incorrectly

Display additional information on the fees section in envelope details REV-1395, REV-1424
- Added the following data elements to the fees section in envelope details:
  - Order id
  - Transaction amount
  - Transaction ID
  - Transaction response
  - Fees Not to Exceed (if configured on)
  - Estate Value (if configured on)
  - Claim Amount (if configured on

Graphical user interface, application
Description automatically generated

Return a more specific document error message REV-1441
- When a document has an issue that results in it failing to load, clerks should no longer see the “Network Failure” message, but instead an error code that will help the development team triage the issue.

Table
Description automatically generated

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Network Failure document messages (various) REV-1410, REV-1413, REV-1415, REV-1417, REV-1420, REV-1341, REV-1448, REV-1457
- Resolved various errors causing some documents to not show in the document viewer as expected
- Additional errors will be worked and resolved as they are reported or found in the logs

ConfigDerived CCR Duplicate Key Error REV-1435
- Updated the query in the database to improve performance and eliminate errors around case cross reference numbers

Envelope Lookup erroring when filtering by location REV-1437
- Corrected an issue in the stored procedure that resulted in errors

Envelope Lookup filters not working REV-1438
- Adjusted the stored procedure to use the same logic that was used in SL to ensure that the same results are returned when filtering

2021.0.0.342 – Stage Deployed 10/29/2021, Production Deployed 11/4/2021

Client Reported Issues

Extra format bar occasionally shows in review on smaller resolution monitors REV-1049
- Fix: Clerks will no longer see and extra document format bar above the document section during review when working on a minimized screen or on smaller resolutions

Document description pulling in fee amount when configured to use filing code description REV-1365
- Fix: Document description will no longer automatically append the fee amount on the filing code when configured to populate using the filing code description

Changing filing code during review prevents editing of filing code and document security REV-1067
- Fix: Removed the dependency between document types and documents to help prevent fields from not loading while waiting on other information to complete

Unable to forward or reject an envelope without adding a case number REV-1184
- Fix: Removed the requirement to have a case number for rejection or forwarding in court locations that are configured to require manual case number entry on initial filings

Envelopes appearing in envelope number order instead of submit date in the review queue REV-1231
- Fix: Updated the auto sort display order of the review queue to display envelopes in envelope create date order from oldest to newest

Review History envelopes displaying in the wrong order REV-1352
- Fix: Updated the auto sort display order of the review history screen to display envelopes in reviewed date order from newest to oldest

Document Description field not honoring configuration REV-1259
- Fix: Updated the document description field to correctly update when it is saved, regardless of field configuration

Copy Docket Date feature not correctly updating the docket date in the stamp token or when transmitting to CMS REV-1320
- Fix: Updated the process in the background and added logging in the database to specifically log this action for further troubleshooting in the future

CMS value no longer displays in Document Security Section REV-1335
- Fix: Adjusted the code cache process to ensure that the location code is correctly stored in the cache

Actions taken on filings are lost if any other filing is edited afterwards REV-1347
- Fix: Filings that have been accepted/rejected during a review session will no longer have to be accepted/rejected again if another filing has changes that saved during that session.

Courts set to send all filings at once do not have the ability to edit previously reviewed filings during next review REV-1373
- Fix: Clerks can now change their review decision on previously reviewed filings when working in envelopes submitted at locations that transmit all filings at the same time to their CMS

Manually accepted envelopes do not update case number as expected REV-1374
- Fix: Manually accepted envelopes will now correctly show the case number on the envelopes in the review history and H5 envelope details screens, and allow envelopes and cases to be searched for by case number as expected

Add support for additional file formats REV-1408
- Fix: Updated coding to support the following file extensions found configured in various client environments: .mp3, .mp4, .mov, .tif, .txt, .wav, .wpd
  - During testing we experienced issues submitting .wpd documents. We will be working with the development team to find out why this file type will not submit.

Filing will not start processing or end review when stamps or annotations have been placed on the document REV-1265
- Fix: Resolved issues that were preventing stamps from saving on documents that resulted in errors that locked user into the envelope.

New Functionality

Ability to look up envelopes REV-1050

Clerks will now have the ability to look up envelopes in the application, regardless of their current state, location or who reviewed them. This page is designed to replace the “All Filings” and “All Active Filings” functionality that clerks were previously using in Silverlight.
- A new option has been added to the hamburger menu called Envelope Lookup.
- Upon loading the Envelope Look up screen, users will automatically see all envelopes from the last 30 days.
- Filters along the side allow the clerk to search by envelope number and case number, as well as to filter by date range, case type, filing code, location, and status.
  - Currently there is a discrepancy in the information that is resulting in draft envelopes and some others to not pull back as expected. The development team will be working to continue to improve this over the coming weeks
  - Additionally, this version does not take the reviewer's location into consideration and will show all envelopes from all locations. There is a future project to adjust this so that clerks will only get results from locations they have review rights at
- Clerks have the ability to save their desired filters, if they would like to reduce the need to choose the same options each time they come to the page, by using the save option under the Apply button
- Clerks can export the information filtered on the screen as needed by using the export button at the end of the filter list.
  - The current export functionality includes the same information that is pulled from the Review History export. This is not a direct match to the Silverlight export spreadsheet. The development team will be working to add additional information to this export over the coming weeks.

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Intermittent api/filing/detail/0 exceptions received REV-1262
- Resolved an error resulting from the filing id being 0 in the database

Limit width of fields and add tool tips on the filing tab REV-1404
- Updated the filing drop downs (filing code, document security) and the free text fields (filing description, document description) to limit their width so the information does not run off the screen, and added tool tips to show full description if it is longer than the field.

Cross reference timeout REV-1406
- Resolved an error resulting from failing to load case cross reference information in locations configured to use the field on certain case types

Next and Save/Next in Party detail does not work, results in blank panel REV-1414
- Resolved bug in the Next and Save/Next buttons in the party detail screen that resulted in a blank panel when used

2021.0.0.322 – Stage Deployed 10/21/2021, Production Deployed 10/24/2021

Client Reported Issues

Language is misspelled in Party Information panel REV-1058
- Fix: Corrected the spelling of language in the party information panel

Users seeing too many document security options in the drop down, including duplicates REV-1218
- Fix: Corrected an issue with code caching that resulted in codes showing incorrectly in the UI

Document Security not always defaulting to the correct selection on the first load REV-1278
- Fix: Corrected an issue with code caching that resulted in codes showing incorrectly in the UI

Some filing codes show No Security Types configured during review REV-1286
- Fix: Corrected an issue with code caching that resulted in codes showing incorrectly in the UI

Document security selection not showing the CMS configuration as expected REV-1335
- Fix: Corrected an issue with code caching that resulted in codes showing incorrectly in the UI

Optional Services intermittently missing on envelopes REV-1284
- Fix: The optional services section should no longer show as blank intermittently when first entering an envelope

Optional services with prompt amounts are not editable REV-1285
- Fix: Optional services that allow for prompt amounts can now be edited as needed

Motion types not showing in filing details tab as expected REV-1357
- Fix: Clerks should now correctly see the motion type selected by the filer during review of a filing where a motion type is configured and can edit that selection as needed

User receiving error saving annotations on documents REV-1380
- Fix: Clerks should no longer receive “an error occurred saving the document annotation” message when accepting filings after adding annotations or manual stamps

Accepted filings returning with Process Payment Failed errors REV-1389
- Fix: Adjusted the process that updates fees on envelopes which was resulting in incorrect values being sent in the message

Optional service fees posting incorrectly to Odyssey REV-1393
- Adjusted the process that updates fees on envelopes which was resulting in incorrect values being sent in the message

New Functionality

Ability to export Review History REV-452

Clerks will now be able to export the information that is displayed on their review history screen
- A new export button has been added to the bottom of the list of filters on the review history screen. This will produce an excel sheet of the information that is currently displayed on the screen at the time the export is triggered

Graphical user interface, text, application
Description automatically generated

Support .docx files in review tool REV-1392
- Filings with a .docx file associated with them will no longer show an error on the screen when selecting that document
- The document section will now correctly display a “Document is not a pdf” message and provides the user with a download link to access the document

Graphical user interface, application
Description automatically generated

Draw line annotation REV-198
- Clerks can now add 1 pt. black lines to documents as needed for strikethroughs and underlines and have them correctly save to their documents as expected.
- When looking at the UI, additional colors and options appear to be available, but all lines will revert to 1pt. black upon saving and transmitting.
  - An additional project will add in the support for other colors (blue, green, yellow, and red) and weights (2-4 pts)

Icon
Description automatically generated

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Remove extra options from Text Annotation formatting options REV-1042
- Additional text stamp and annotation options, including stroke, fill, and transparency, have been removed from the interface as they were not supported by the system and resulted in displaying a stamp that would not actually apply to documents

Create Envelope Lookup APIs REV-1060
- Created the APIs that will load the information to generate the Envelope Lookup page.
  - The Envelope Lookup UI is scheduled to be completed in next week’s update

Network Failure message: api\document incorrect file header error REV-1342
- Documents should no longer receive a network failure message with the incorrect file header error
- This additionally resulted in the ability to see .tiff documents in the review application as expected
Prod Font ‘TimesNewRoman’ cannot be found REV-1385
- Resolved issues with some fonts not being recognized by the application, which resulted in errors
Prod Document “Index was out of range” REV-1386
- Resolved issues with blank annotations, or annotations that only included spaces causing errors

Enable Compression for download from signalR REV-1359
- Adjustment made to help improve document loading times in the review tool

Save filing gets intermittent optionalServices exception REV-1390
- Corrected an issue with how data was being saved in the filing details panel, resulting in undisplayed errors.

2021.0.0.313 continued – Stage Deployed 10/14/2021, Production Deployed 10/17/2021

The following additional items were also included in the 2021.0.0.313 update on 10/14/2021.

Client Reported Issues

Document never loads in review tool REV-1307
- Fix: Resolved an issue that resulted in some documents not loading in the review tool.

Text formatting options need to be included for text stamps and text annotations REV-851
- Fix: Clerks now have the option to update the formatting of text stamps and free text annotations using a new drop down in the annotation tool bar.
- The same control is used for text stamps and free text annotations.
- Note: There is additional development work that needs to be completed to allow for the use of the bold and italics options. We will also be removing two of the fonts from the available font drop down list

Graphical user interface, text, website
Description automatically generated

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Users seeing Network Failure message on some documents REV-1344, REV-1345
- Resolved api errors that result in the document to not display during review.
- Note: There are other errors that the team is still working that could surface in the review application with the same message. Those are being worked as they are identified

2021.0.0.313 – Stage Deployed 10/14/2021, Production Deployed 10/17/2021

Client Reported Issues

Unable to update envelope – workitem invalid error REV-1256
- Fix: Clerks should no longer receive errors when attempting to copy the docket date on envelopes.

Optional Services duplicating on envelopes REV-1263
- Fix: Envelopes will no longer show optional service amounts as doubled in the fees section when the same optional service is on more than one filing in the same envelope.

Users receiving “An error occurred saving the case” messages intermittently when adding a case number to cases in the case information tab REV-1314
- Fix: Clerks should no longer receive errors when navigating from the case information tab to any other tab or ending review after adding a case number to the case.

Optional services fee prompts get zeroed out in review REV-1316
- Fix: Optional services that are configured to use a fee prompt will correctly reflect the fee amounts in the fees section during review and will transmit the correct fee amounts to the Case Management System on acceptance.

Unable to select court use only codes REV-1317
- Fix: Clerks should now be able to select court use only codes from the filing code drop down during review without receiving errors.

Optional service amounts calculating incorrectly in fees section REV-1324
- Fix: Optional services will now correctly reflect their amount on each filing instead of displaying the entire amount of the optional services on each instance.

Judge Assignment option missing during review REV-1327
- Fix: Clerks should now correctly see the judge assignment drop down on the case information tab as expected.

New Functionality

Display Date of Death field on Party Details screen REV-1269

Clerks will now be able to see the date of death entered for a party in the party details screen if that party type is configured to have that field available for new parties

Graphical user interface, text, application, email
Description automatically generated

Display Will Filed Date in Case Information screen REV-1270
- Clerks will now be able to see the will filed date in the case information section if the case type is configured to allow the filer to enter that information during case initiation

Graphical user interface, application
Description automatically generated

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Spinner/Timer constantly runs when case tab is open REV-1340
- Logic updated to tell the spinner/timer it could stop when all information is loaded.

Refactor getFilingComponentCodes to support larger numbers of Filing Component codes REV-1355
- Updated filing components to cache by node id and filing code id instead of just node id. This should help reduce timeouts when getting these codes.

2021.0.0.305 – Stage and Prod Deployed 10/12/2021

Client Reported Issues

GA Prod: User receives "Cannot review Order" error when opening Draft Under Review REV-1336
- Fix: Proposed Orders with a status of Draft Under Review can now be opened to continue processing.

2021.0.0.296 – Stage Deployed 10/10/2021, Production Deployed 10/11/2021

Client Reported Issues

Case Cross Reference Numbers are not available on subsequent filings but should be REV-1303
- Fix: Review tool will now correctly show the Case Cross Reference fields when configured for the subsequent filing’s case type.

Filings reviewed with Send to Filer are not showing in Review History REV-1289
- Fix: Send To Filer envelopes will now display in Review History with a status of “Sent to Filer”.

Don’t display “processing” for locations configured to send all filings at once REV-772
- Fix: Clerks will now see a more accurate status of “Review” instead of “Processing” when one filing has been accepted in an envelope with multiple filings.

Accessing Draft Under Review envelopes produces an error REV-1323
- Fix: Draft Under Review envelopes now open without error.

TX Prod IL Stage: Document Network Error – XMLToFDF REV-1255
- Fix: XMLToFDF network failure errors will no longer prevent documents from loading.

Filing will not start processing or end review when manual text stamps or annotations have been placed on a specific document REV-1265
- Fix: Performance and streamlining improvements have improved this issue considerably for the time being. A longterm refactor fix will be slated for the near future.

Some Manual Stamps are not correctly sized upon placement, as to be resized REV-1044
- Fix: Manual text stamps no longer need to be resized to accommodate all their text.

TX/IN/IL/SD/MN Train - Users receiving Linear Parser Error in Document viewer instead of document REV-1199
- Fix: Documents no longer intermittently throw a Linear Parser Error when opening envelopes.

IL, SD Stage - Users cannot move stamps/annotations once they are placed after review is ended REV-1142
- Fix: Stamps and annotations can now be moved on documents after review was ended and then resumed.

TX Prod - Auto stamps are not applying in the correct locations and intermittently are missing lines REV-1109
- Fix: Complete auto stamps now apply in the correct location.

New Functionality

View Citation Information for CR Initial REV-302
- Clerks will now be able to see citation details submitted by the filer on criminal initial envelopes.
View Vehicle Information for CR Initial REV-303
- If provided with information, vehicle fields are populated on the Citation Details panel.

Add functionality to for Motions REV-871
- Clerks will now be able to see and edit motion types at configured locations.

Ability for clerks to search in code drop downs for words contained in the codes REV-1087
- Clerks can begin typing any string of text in a code word to filter the list to the codes containing that string.
- This behavior applies to the Location, Case Type, Filing Code, Party Type, and Party Responsible for Fees drop downs.
- The user can click the down arrow for the standard list options, or begin typing in the field. To clear the field, click the small x next to the field’s down arrow.

Add Next button to charge details view REV-1304
- Clerks can now click the Next button to be able to move from the details of one charge to the details of another without having to return to the charge list summary.

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Return current date minus 30 days in Review History as the default REV-1321
- Reviewers will see the past 30 days in Review History, but can still adjust it for a specific date range.

Reduce auto refresh from 1 minute to 5 minutes REV-1322
- Auto refresh will now occur every 5 minutes.
- The user can click the Apply button to refresh the current results on demand.

Offense Time is not displaying correctly in Charge details and Charge list REV-1305
- The list of charges and charge details now correctly show the same date.

2021.0.0.270 – Stage Deployed 10/6/2021, Production Deployed 10/7/2021

Client Reported Issues

Document Description does not show updated text in Review tool after saving REV-1126
- Fix: Review tool will now correctly show the updated document description as entered by the reviewer after it has been saved.

Intermittent payment processing errors on initial envelopes where party was verified REV-1291
- Fix: Made further modifications to correctly store the CMSid for parties that have been verified against the Case Management System.

Review Queue not correctly displaying Judge in column on envelopes REV-1027
- Fix: Clerks will now correctly see the assigned judge on a case in the review queue when one has been passed back from the Case Management System.

New Functionality

Display charge list on criminal initial envelopes REV-37

Clerks will now be able to see a list of all charges entered by the filer on criminal initial envelopes
Note: There is an open item to resolve an issue where the EFM is storing the date and time incorrectly, which is resulting in the date and time displaying incorrectly in the new UI

Graphical user interface, text, application
Description automatically generated

Ability to view Charge Detail Screen REV-22
- Clerks will now be able to click on a charge in the charge tab and see the details of that charge entered by the filer
- Note: There is an open item to resolve an issue where the EFM is storing the date and time incorrectly, which is resulting in the date and time displaying incorrectly in the new UI

Graphical user interface, application
Description automatically generated

Ability to view 2 questions and answers for Criminal Initial envelopes REV-301
- Clerks will now be able to see and edit the answers provided by the filer for the 2 criminal initial questions in jurisdictions where they are configured.
- These elements will display at the bottom of the case information panel when configured to be visible

A picture containing application
Description automatically generated

Display Criminal Charges detail in Envelope Details REV-1238
- Clerks will now be able to view criminal charge information from the envelope details screen in the Review Queue and Review History
- Note: There is an open item to resolve an issue where the EFM is storing the date and time incorrectly, which is resulting in the date and time displaying incorrectly in the new UI

Graphical user interface, text, email
Description automatically generated

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Api/document “Cannot insert duplicate key” error REV-1287
- Reviewers should no longer receive a “cannot insert duplicate key” error when reviewing envelopes.

2021.0.0.256 (API update only)– Stage Deployed 10/5/2021, Production Deployed 10/5/2021

Updates made to APIs only, the version number did not change because of this.

Client Reported Issues

Documents with colored pages not displaying in review REV-1198
- Fix: Documents with colored pages will now correctly display in the review tool as opposed to just showing as white.

Parties missing last name causing errors REV-1242/REV-1274
- Fix: Parties who do not have a last name will no longer cause errors in the review tool

Fees section does not populate intermittently REV-1225/REV-1251/REV-1281
- Fix: The review tool will no longer fail to display or drop fees from envelopes when they are forwarded or if review is ended.
- Fees will also correctly transmit to the CMS for these envelopes

Filing descriptions that are blank or only include a space causing schema errors REV-1258
- Fix: Filings where the filer input only a space in the filing description or where the description has been blank will no longer result in errors

2021.0.0.256 – Stage Deployed 10/4/2021, Production Deployed 10/5/2021

Client Reported Issues

Not all document security options are displaying in the dropdown REV-1171
- Fix: Resolved an issue that was preventing some of the document security options from showing in the dropdown.
- Note: There are a few other outstanding document security issues this does not resolve such as duplicate entries in the table, and some codes displaying “No document types configured”

End review intermittently not unlocking envelopes REV-1254
- Fix: Envelopes will now correctly unlock when a user selects the end review action item

Filing code missing in dropdown REV-1203/REV-1277
- Fix: Updated the query for codes to correctly assess if an envelope is an initial filing or not.

New Functionality

Ability to add, edit and remove case cross reference numbers REV-1235/REV-1173

Clerks will now be able to add/edit/remove (non-required) case cross reference numbers from the case information section in envelopes where they are configured to be available/required.

Graphical user interface, text, application, email
Description automatically generated

Added Send to Filer review action REV-273
- Reviewers who are configured to have the Send to Filer action will now see this in their review action tool bar.
- Note: These are not saving to review history currently, development will resolve this in a future update.

Internal Fixes

*Note: The items below were identified during testing in internal environments*

Sites receiving intermittent api/filing/detail/0 exceptions REV-1262
- Users should no longer receive an error when selecting documents from the document dropdown list.

Unable to resume reviewing an envelope if one of the filings is processing as a part of a proposed order envelope REV-1244
- Updated logic so that users could resume reviewing proposed order envelopes if only part of the filings had action taken on them.

New fee split functionality impacting review REV-1279
- Resolved issue resulting in errors when users ended review on envelopes where a fee split is being calculated.

Other Version Updates