2023.3.3.1006 – Stage Deployed 3/21/2023, Production Deployed 3/30/2023

Client Reported Issues

• User Provided Fee Amounts is rounding up - NC ESS-8414
  1. Issue: Filing fee amount is rounding up rather than keeping the user-provided amount.
  2. Fix: Correctly declare the variable type used by a proc in review as a decimal rather than an integer. Filing fee will now remain the same dollars and cents after review as before review.

New Functionality

• Edit Charge Information in Review REV-2055
  1. Charge information submitted by the filer can be edited in Review.

  

  2. Access charge information on criminal envelopes by clicking the bottom left chevron. Select a charge by clicking its row in the charges list.
  3. The offense code, description, date of offense and other charge fields are populated with the data sent in by the filer. The reviewer can change the offense code and related fields. The data is saved when the Reviewer clicks the Save button in the footer.

• Ability to Abort Searches REV-1832
  1. A new “Abort Search” button now displays when the spinner indicates a search is in progress.

     

  2. The reviewer has always been able to enter new criteria into the filters when a search is running, but the Abort Search button surfaces the ability. The user does not have to click Abort Search to enter and apply new search criteria.
  3. The prior search results are cleared when the user clicks the Abort Search button.

Internal Fixes

• Party Responsible for Fees should not be populated when the payeeId column in the database is empty REV-2127
  1. Rather than populating the Party Responsible for Fees field by default, the reviewer will need to select a party if payeeId is not provided. Based on configuration, it may not be required but will be validated if it is.

2023.3.2.994 – Stage Deployed 3/14/2023, Production Deployed 3/16/2023

Client Reported Issues

• Unable to Replace a file in the new Review Application - NV ESS-2763
  1. Issue: File in Proposed Orders was not able to be deleted and replaced.
  2. Fix: Allow last document on filing to be deleted in order to attach a new document. Added scrollbar to Accept Multiple Filings action and Reject Multiple Filings action. Added scrollbar to the document dropdown to access documents in up to 200 filings.
• Social Security Number does not display on party information when configured as visible CA REV-2094
  1. Issue: Party SSN field is not visible on non-Criminal parties.
  2. Fix: Update Review to honor the configuration to make Party SSN field visible or not on all parties.

New Functionality

None added in this version

Internal Fixes

• CanIndicateRefund role should display as “Add Fee Adjustment" REV-2118
  1. Changed CanIndicateRefund label in Court Admin to more user-friendly description.

HOTFIX – 2023.3.1.988 – Stage Deployed 3/13/2023, Production Deployed 3/13/2023

Client Reported Issues

• Errors Related to Docket Date ESS-8965
  1. Issue: Envelopes error after being accepted in Review. When reopening, the Docket Date is not populated. The envelope still errors after entering a docket date.
  2. Fix: Prevent the ability to Accept the envelope by showing a red error toast when the Docket Date is not populated.

HOTFIX – 2023.3.1.971 – Stage Deployed 3/7/2023, Production Deployed 3/9/2023

Client Reported Issues

• Auto Refresh not “refreshing” automatically - IL, IN, MN, TX ESS-6943
  1. Issue: Refresh of the Review Queue is not occurring.
  2. Fix: Review Queue now refreshes every 5 minutes when the user selects the “Auto-Refresh” checkbox.

2023.3.1.967 – Stage Deployed 3/6/2023, Production Deployed 3/9/2023

Client Reported Issues

• Unable to Review More Than 100 Filings ESS-8643
  1. Issue: When the envelope contains more than 100 filings, they cannot all be accessed to be reviewed.
  2. Fix: Added pagination for up to 200 filings in the Filings panel. Added scrollbar to Accept Multiple Filings action and Reject Multiple Filings action. Added scrollbar to the document dropdown to access documents in up to 200 filings.

New Functionality

None added in this version

Internal Fixes

• Disable Active checkbox in Court Admin User Detail REV-2038
  1. The Active checkbox now reflects the value in the database and can't be changed in the user interface.
• Display Read-Only Activated checkbox in Court Admin User Detail REV-2108
  1. The Activated checkbox is now visible and reflects the value in the database.
• Improve Readability of Additional Statutes REV-2107
  1. Additional Statutes on Charges in Criminal initiation envelopes have been redesigned in the user interface.
• Update Builds for .NET 6 Framework - AWS Fargate - Review App REV-1855
  1. The build process for the Review App has been updated to leverage security support in .NET 6.

2023.3.0.953 – Stage Deployed 2/27/2023, Production Deployed 3/2/2023

Client Reported Issues

• Searching for a specific envelope in certain county locations returns no results when Composable Security Model (CSM) is enabled REV-2089
  1. Issue: The reviewer is unable to filter on only an envelopeId in Refugio County, TX. The filter required the location be selected as well.
  2. Fix: Update proc to load CSM locations in order to return the envelope when searched by number only.
• No Filing Codes Returned REV-2096
  1. Issue: Filing codes are not returned when Service Only is the only filing code configured to be related to the Case Category or Case Type.
  2. Fix: Update proc to ignore Service Only filing codes so that subsequent procs continue and filing codes are returned.

New Functionality

None added in this version

Internal Fixes

• Add Court Admin Reviewer Right for Adding Fee Adjustment Info REV-2068
  1. Court Admin now shows the reviewer right for Adding Fee Adjustment Info when CSM is not enabled.

HOTFIX – 2023.2.2.946 – Stage Deployed 2/16/2023, Production Deployed 2/23/2023

Client Reported Issues

• Red Error Toast Occurs While Saving Annotation ESS-8455
  1. Issue: When saving an annotation, an incorrect Viewer 2 process occurs.
  2. Fix: Correctly initiate the Viewer 2 process.

2023.2.2.944 – Stage Deployed 2/14/2023, Production Deployed 2/23/2023

Client Reported Issues

• Blank Space under Document Viewer 2 REV-2070
  1. Issue: Excess blank space under the page in Document Viewer 2.
  2. Note: Version 2 of the Document Viewer is being tested by a limited number of clients but will be rolled out to broader distribution in the coming weeks.
  3. Fix: Remove blank space to maximize page size in Document Viewer 2.

• Review should support envelopes with no parties REV-2071
  1. Issue: Review required parties on filings in specific cases where it should not.
  2. Fix: Review no longer requires parties on subsequent envelopes or on initial envelopes as configured in specific situations, such as in appeals cases and when filing into a CMS that is not integrated.

• Update getAllCaseTypes with improved performance proc REV-2084
  1. Issue: On sites with a large number of case types, the Review History page experienced poor performance. The original solution was to require the user to enter the case type and filter based on the input.
  2. Fix: Use a more efficient source for the case types list to display with better performance.

New Functionality

• Audit Log REV-1495
  1. The Audit Log provides a detailed list of actions taken during review of the envelope since it was last saved. The log shows the section changed, the user who made the change, and the date and time of the change.
  2. The Audit Log can accessed from the envelope vertical ellipsis Action History menu item in Review Queue, Envelope Lookup and Review History.

  

  3. Items logged include those added, deleted and edited.

  

  4. Edited items will show the Before and After information.
  5. Click the Expand All button at the lower right for an expanded view. Click the Collapse All button to return to the compact view. The information icon contains keyboard navigation hints.

  

  6. Use the browser Find (Ctrl + F) to locate specific information. The Audit Log can also be printed.
  7. Stamps and annotations are not yet logged, but will be in a future release.

• Capture Username for Annotations and Comments REV-2083
  1. The Comments panel in Document Viewer 2 now shows the user who placed stamps and annotations on the document.
  2. Note: Version 2 of the Document Viewer is being tested by a limited number of clients but will be rolled out to broader distribution in the coming weeks.
  3. Username shows as Auto Stamp for those configured and placed by the system.
  4. Username shows user signed in when the annotation is made. Other user annotations are labeled with their username.
  5. Insert Signature defaults to the current username.
  6. Comments are retained until the filing is accepted.

  

Internal Fixes

• Annotation and Document Processing Updates
  1. Infrastructure is being added to envelope review and document processing to support annotation updates which will be incrementally rolled out across tenants. This change requires a new version of the Tyler EFM, now in testing.

2023.2.1.925 – Stage Deployed 2/7/2023, Production Deployed 2/9/2023

Client Reported Issues

• Multiple States - eService showing Status of Not Opened when email has actually been opened ESS-3773
  1. Issue: When eService email is opened by the recipient, the Date Opened column still displays Not Opened, although the Status correctly displays Served.
  2. Fix: When mail has been opened, the date displays in the Date Opened column.
• Receipt Action Not Honoring the Review Right ESS-8187
  1. Issue: The Receipt action is available when it should not be.
  2. Fix: When the reviewer does not have the Receipt action right, the action will no longer be available.
• Auto-stamps that are moved during review are not on from the final transmitted doc ESS-8112
  1. Issue: Auto-stamps disappear from the transmitted document if the stamp is moved during review before the filing is Accepted.
  2. Fix: Auto-stamps are retained on the transmitted document whether the stamp has been moved or not.
  3. Note: This issue applies only to Version 2 of the Document Viewer, which is being tested by a limited number of clients.
• Review History Case Type Filter Performance Issues (TX only) REV-2066 – Note: Production Deployed 2/10/2023
  1. Issue: When the Case Type filter is accessed in Review History, the list of case types doesn't display.
  2. Fix: A new datafield configuration has been added to display a different control in the Case Type filer in Review History. The user will need to begin typing in the case type in order for it to display and be selected. The list will continue to filter as more characters are typed in the field.
  3. Note: The case search filter is configured only for sites with a number of case types that causes server performance issues.
• The following issues apply only to sites using Version 2 of the document viewer. Version 2 of the Document Viewer is being tested by a limited number of clients but will be rolled out to broader distribution in the coming weeks.
  • Form Data Is Not Showing on Documents During Review ESS-7901
    1. Issue: Text does not display in certain documents with text in form fields.
    2. Fix: Text in form fields now displays during Review.
  • Various Document and Stamping Issues
    1. Issues:
       • The Reviewer sees errors when adding manual stamps and after accepting filings or ending review ESS-8164
       • Linearization Errors ESS-8179
       • PDFNetException Errors ESS-8134
       • Token replacement failure Errors ESS-8181
       • Text disappearing when autostamps are moved ESS-8112
       • Text jumbled and turned vertically when transmitted ESS-8120
    2. Fix: The majority of issues in client sites that have recently had Viewer 2 enabled are related to remnants of the old viewer writing to the new viewer table.
       To address this issue, an internal cache flush of the site is needed to clear the old viewer completely.

New Functionality

None added in this version

Internal Fixes

None added in this version

2023.2.0.914 – Stage Deployed 1/30/2023, Production Deployed 2/2/2023

Client Reported Issues

• Reviewer receives envelope locked message when working an envelope REV-1898
  1. Issue: When a user is working an envelope, an error is received intermittently that the envelope is locked when it should not be.
  2. Fix: Add another envelope lock check when an envelope is selected.

New Functionality

None added in this version

Internal Fixes

None added in this version

HOTFIX – 2023.1.2.902 – Stage Deployed 1/25/2023, Production Deployed 1/26/2023

Client Reported Issues

• CSM Sign In sometimes must be selected twice REV-2035
  1. Issue: When Composable Security Model (CSM) is enabled, the user is required to click Sign In twice.
  2. Fix: The user is able to sign in by clicking Sign In once as expected.
  3. NOTE: Currently CSM is in limited use. No changes have been made to the roles assigned to your users at this time.

2023.1.2.888 – Stage Deployed 1/19/2023, Production Deployed 1/26/2023

Client Reported Issues

None added in this version

New Functionality

Composable Security Model (CSM)

Composable security allows site administrators to configure custom roles to enable specific rights for users.

• NOTE: Currently CSM is in limited use. No changes have been made to the roles assigned to your users at this time.
• The existing Review roles (Filer, Court User, Court Admin, Reviewer, etc.) are created in CSM so that the same roles can be applied to users when CSM is enabled.
• To enable CSM for the eSolutions product suite, contact your Tyler Client Support manager.

The following projects describe functionality that the Court Admin will use when CSM is enabled on the site:

• Sign In for CSM-enabled Tenants REV-1929
1. When the user signs in, they have access to the same functionality they did before CSM was enabled. Envelopes in Envelope Lookup and Review Queue are still accessible and can be worked. Changes to the user’s roles and rights will continue to be reflected in CSM.
• Court Admin for CSM user roles - Table of users REV-1993
  1. The Users list in Court Admin has been updated to include CSM roles currently assigned to the user.
  2. Currently only Attorney is listed in the Filter dropdown control. Future development work will populate the Filter dropdown with the roles available for the users in the court firm.

  

• Court Admin Edit User using CSM - User details REV-1995
  1. When the Court Admin clicks on a user’s edit icon, the details dialog lists all roles available to the user, including new CSM roles configured by the site administrator.
  2. Roles are sorted in alphabetical order going across and then down the list.
  3. CSM roles can be assigned to specific nodes so all will have the location pin icon when selected.

  

Internal Fixes

None added in this version

HOTFIX – Stage Deployed 1/11/2023

Client Reported Issues

• MN (STAGE/TRAIN) - Error message received when Deleting a Party ESS-7765
  1. Issue: After deleting a non-required party, user receives error reading “An error occurred deleting the party". The party remains in the Party tab until End Review is selected and envelope is reopened.
  2. Fix: Error message no longer displays and party is correctly deleted.

2023.1.1.865 – Stage Deployed 1/9/2023, Production Deployed 1/12/2023

Client Reported Issues

• OR PROD Review History SQL Timeout REV-7567
  1. Issue: Application timeout occurs when searching in Review History after entering only a case number.
  2. Fix: Update proc to process the query differently when a CaseNumber is included in the Review History search filter.

New Functionality

None added in this version

Internal Fixes

• Error occurs after saving user REV-2020
  1. A red toast error no longer occurs when the user’s name, roles, or both are updated and saved.

2023.1.0.854 – Stage Deployed 12/20/2022, Production Deployed 1/5/2023

Client Reported Issues

• MN - File tab shows no services available ESS-2563
  1. Issue: When reviewers are reviewing an envelope that has Optional Services added if they view Services from the file tab, sometimes they receive the following message: No Services Available. On the fees tab, fees are added but may still not display on the Services tab.
  2. Fix: Dev created a dedicated process for Optional Services only in order to prevent the condition causing this issue.

New Functionality

• Notification for Account Lock REV-1493
  1. The user can now choose to turn off email notifications of account locks on the Manage Notifications page of their User Profile.

  

• Return for Correction Action REV-1497
  1. A new Return action has been added to allow reviewers to return filings with configured reasons.

  

  2. The Return Filing dialog requires that the user select a reason for the return and optionally enter related comments.

  

  3. When the envelope has multiple filings, the reviewer can return selected filings as long as the user has viewed the first document of each filing.

  

• Ability to Document Refunded or Voided Fees REV-1595
  1. The reviewer with the CanIndicateRefund role can now document Refunds and Voids relevant to the envelope.
  2. NOTE: There is no actual fee capture in this process. This is a manual update to an envelope to synchronize the fees with Chase and the CMS since the Review App never knows about it.
  3. A new menu item named Refunded and Voided Fees has been added to the ellipsis menu in Review History and Envelope Lookup.

     

  4. The menu item accesses a dialog where the reviewer enters information relevant to the refund or void.

  

  5. When saved, the information displays below the Fees section in Envelope Details.

     

• Display Envelope Rerouting Info in Queue and History REV-1807
  1. When a queue is configured to reroute envelopes that have been in a specified queue, the date and time icon will display to the left of the envelope number in the Review Queue.

  

  1. A tooltip on the timer icon displays the rerouting information, which includes the queue to which the envelope will be moved if it hasn't been completed by the specified date and time.

  

  1. The envelope displays a banner in the header containing the rerouting information.

  

Internal Fixes

None added in this version

Other Version Updates   Current Version  |  Aug — Sept 2021  |  Oct — Dec 2021  |  Jan — March 2022  |  April — June 2022  |  July — Dec 2022  |  April — Sept 2023