HOTFIX – 2023.9.1.1206 – Stage Deployed 9/22/2023, Production Deployed 9/28/2023

Client Reported Issues

• The activation email is not being sent from the 2022.1 version of the EFM to newly added users   REV-1440
  1. Issue: When firm users were added in Court Admin, they were not receiving an activation email.
  2. Fix: Newly added users now get an activation email as expected.

2023.9.1.1206 – Stage Deployed 9/18/2023, Production Deployed 9/28/2023

Client Reported Issues

• Incorrect transaction was sometimes displaying in the Review app in fees information   ESS-11613
  1. Issue: A transaction response of “Reversal” displayed in Payment Information in Envelope Detail, rather than the expected capture or amount authorized.
  2. Fix: The Review app now checks the transaction type and correctly displays the latest authorize transaction, matching the Chase Deposit Report and information sent to the CMS.

New Functionality

• Various updates have been added in 2023.9.1.xxx.
    Note that these features are dependent on development in the EFM or Filer in order to be complete and ready for client use.
    Each feature will be described completely when they are available for use.

• In support of the upcoming Blackout Dates feature
  1. Additional updates have been made to Party Information, Edit Party, Verify Party, and Party Attorneys.
     Processes and data around parties may be affected, so extensive testing is recommended.
• In support of the upcoming Partial Waiver feature  
• In support of the upcoming In-App Notifications feature  

Internal Updates

• Provide Notification if Filing Associated Party is Required   REV-2403
  1. The Review app now validates that an Associated Party exists on filings when the site is configured to require Associated Parties.
     If an Associated Party is not selected when the filing is accepted, a red toast error shows the filing that is missing the Associated Party.

• Show CMS Merged Parties for Case Search Result   REV-2370
  1. The Review app has modified all Party components in the UI as part of ongoing efforts toward Filing Blackouts. There should be no visible changes
     as part of this release, however these changes are necessary as we make further progress.

2023.9.0.1189 – Stage Deployed 9/1/2023, Production Deployed 9/7/2023

Client Reported Issues

• Schema Error indicating an invalid PartyID element occurs - TX Leon County   ESS-12118
  1. Issue: An envelope error occurs, reading: The ‘PartyID’ element is invalid - The value is invalid according to its datatype ‘BASE.PARTYID’ - The string is not a valid Integer value.”
  2. Fix: A fix was applied that prevents changing the party disposition when the party data is edited in Review. This only occurred in sites using PartyMatching when AddAttorneyWithCase was set to false.
• Manual Stamp shows “Undefined Undefined” instead of user name on transmitted copy - TX Gaines County, CA San Diego   ESS-11753, ESS-9092
  1. Issue: When a manual stamp with the user name is applied, the name displays “Undefined Undefined”.
  2. Fix: A fix was applied that corrects the token replacement logic so that now the Name token is correctly replaced.

New Functionality

None added in this version

Internal Updates

• An incorrect red toast error displays if filerId isn‘t found on Verify Party   REV-2364
  1. When an invalid CMS ID is used in Verify Party, Review now displays “No information found” instead of a red error toast regarding getting CMS party information.

2023.8.3.1174 – Stage Deployed 8/21/2023, Production Deployed 8/31/2023

Client Reported Issues

• In Party Information, suffix was not getting displayed after updating an editable field   ESS-1295, REV-2166
  1. Issue: When a suffix was edited or added to a party during review, the suffix was not being sent to the CMS.
  2. Fix: Fixed an issue in which the suffix was not being saved in the database if the reviewer edited or added a suffix to a party name. With this fix, the suffix is once again being saved and transmitted to the CMS.
• The Save button on the Party Details panel is always enabled   REV-2365
  1. Issue: The Save button on the Party Details panel was always enabled, whether the panel had been edited or not.
  2. Fix: The Save button will be disabled until a field in Party Details is edited.

New Functionality

• Updates to Party Information, Edit Party, Verify Party, and Party Attorneys components   REV-2323
  1. In support of upcoming Blackout Date functionality, updates have been made to Party Information, Edit Party, Verify Party, and Party Attorneys. The Blackout Date functionality will be described on this version updates page when development is complete.

Internal Updates

None added in this version

2023.8.1.1157 – Stage Deployed 8/7/2023, Production Deployed 8/10/2023

Client Reported Issues

• Proposed Orders with no Action in Review Queue   ESS-10809
  1. Issue: Missing action buttons and the documents are not loading in the eFS reviewer application for these proposed orders DocX. The filing details never load.
  2. Fix: Fixed an issue in the proc which prevented the document from being found.
• Prevent Stamp error when S3 (AWS) bucket is not found   REV-2221, ESS-10606
  1. Issue: Manual stamp with an incorrect store path caused the envelope to error when processing.
  2. Fix: When a stamp does not have a correct store path, Review now displays “Image not found” in the stamps panel. The stamp does not cause an error later in the process.

New Functionality

None added in this version

Internal Fixes

• Disable copy and paste of image and text autostamps   EMS-55
  1. Autostamps could be copied and pasted, which caused missing attributes and stamp errors.
     With this fix, autostamps can still be moved, resized and deleted (if the user has the rights) but not copied to be pasted back onto the document.
• Image autostamps switch with other image autostamps   REV-2334
  1. In certain scenarios, moving and deleting multiple image auto stamps would cause the viewer to display the wrong image in the stamp area. The transmitted document stamped the correct image.

2023.8.0.1147 – Stage Deployed 7/24/2023, Production Deployed 7/27/2023

Client Reported Issues

• An error occurred processing the envelope actions - NV Clark County and other clients ESS-10662
  1. Issue: The reviewer receives a red toast error “An error occurred processing the envelope actions.” after an envelope is reviewed and receipted.
  2. Fix: A code fix has been applied to use the correct image link path for stamps applied during review of an envelope.

• Transmitted document can be incorrectly flagged as not expired REV-2295
  1. Issue: In some cases, the Original document link is expired but the Transmitted is not.
  2. Fix: The Envelope Details page is updated so that links are appropriately available for Original, Transmitted and Transmitted Unredacted documents.
     This fix supports the update required in the EFM to address ESS-10596, in which multiple clients are experiencing envelopes stuck in processing after being accepted.

New Functionality

• Create FindCase EFM API REV-2307
  1. Development work in support of upcoming Blackout Date functionality. The Blackout Date functionality will be described on this version updates page when development is complete.
• New envelope status for Review Queue, Envelope Lookup and Review History while Blackout Date is active REV-2306
  1. Development work in support of upcoming Blackout Date functionality. The Blackout Date functionality will be described on this version updates page when development is complete.

Internal Fixes

None added in this version

2023.7.2.1141 – Stage Deployed 7/17/2023

Click here to see the cumulative Release Score for versions 2023.6.2.1099 through 2023.7.2.1147, released only to Stage.

Client Reported Issues

• You no longer own lock for Envelope error ESS-9968
  1. Issue: The reviewer intermittently receives an error reading: “You no longer own the lock on this envelope.” The user would then have to start the review process over.
  2. Fix: When closing the Envelope tab do not set the work item to “undefined”.

New Functionality

• Ability to abort searches in Review History REV-2104
  1. Adding the “Abort Search” button that exists on the Review Queue and Envelope Lookup pages to the Review History page

Internal Fixes

• Party Responsible For Fees is no longer automatically populating REV-2290
  1. The Party Responsible for Fees picker will now always populate on the Fees tab.
• Error opening document REV-2288
  1. Handle the scenario where an existing document was missing information in its annotation data.
• Nullable Object errors REV-2291
  1. Users were getting a ‘Nullable object must have a value’ error when Accepting or Receipting filings. Updated code to prevent truncating XML that caused this error.

HOTFIX – 2023.7.1.1137 – Stage Deployed 7/12/2023

Click here to see the cumulative Release Score for versions 2023.6.2.1099 through 2023.7.2.1147, released only to Stage.

Client Reported Issues

• Party Responsible for Fees is blank and Party Type does not display on the Fees Tab ESS-11315
  1. Issue: Party Responsible for Fees is blank on the Fees Tab and the Party Type does not display after the Party Name.
  2. Fix: Review now calls the function to poulate the dropdown once the fees have been returned to the browser. The user will again see that the Party Responsible for Fees and Party Type display on the Fees Tab in the Reviewer Application.

2023.7.1.1131 – Stage Deployed 7/11/2023

Click here to see the cumulative Release Score for versions 2023.6.2.1099 through 2023.7.2.1147, released only to Stage.

Client Reported Issues

• Image Stamps showing as “Draft” and “Stamp” in Viewer 2 REV-2277
  1. Issue: When a manual image stamp is applied and the envelope is forwarded, the new image stamp is replaced with a “Draft” or “Stamps” placeholder.
  2. Fix: A code change has been applied to use the correct image stamp.
• Review Queue Filters not Saving ESS-10059
  1. Issue: Selections to filter envelopes or display visible columns in the Review Queue are not retained when user signs out and signs back in.
  2. Fix: A code change has been applied to use the correct selected visibility setting.

New Functionality

None added in this version

Internal Fixes

• Generate diagnostics for invalid loss of Envelope Lock REV-2280
  1. In order to obtain more information about when an invalid “You no longer own the lock on this envelope” error occurs, an update has been made to verify that the lock on the correct workitem was checked. This will identify the owner of the lock if there is an owner.
     NOTE: When a reviewer receives an invalid locked envelope error, please contact Support immediately so that a developer can diagnose the issue.

2023.7.0.1125 – Stage Deployed 6/30/2023

Click here to see the cumulative Release Score for versions 2023.6.2.1099 through 2023.7.2.1147, released only to Stage.

Client Reported Issues

• Filing Information: Cannot proceed until the error is fixed ESS-10118
  1. Issue: The reviewer intermittently receives an error reading: “Filing Information: Cannot proceed until the error is fixed.” There wasn‘t a filing error and the user wasn't on the Filing Detail panel which would originate the error. The user would have to end review to clear the error.
  2. Fix: Ensure that the required fields are truly invalid, not just in the process of loading, before sending the “cannot proceed” toast.

New Functionality

• Allow Court Admins to View Only Active Users REV-2268
  1. The Court Admin Users tab now has a checkbox to filter to only Active users. The checkbox is checked by default, but can be unchecked to display inactive users as well.

     

Internal Fixes

• Sign in error using Okta REV-2269
  1. A red toast error intermittently occurred indicating an http failure when signing in. The error has been fixed so that it no longer occurs.
• Codes can get a NULL reference when getting envelope dates REV-2276
  1. A future feature determines the activity date based on either the Docket Date or the Submit Date. A null reference has been fixed that previously occurred when the envelope data was not yet completely populated before the activity date was determined.

HOTFIX – 2023.6.3.1111 – Stage Deployed 6/26/2023

Click here to see the cumulative Release Score for versions 2023.6.2.1099 through 2023.7.2.1147, released only to Stage.

Client Reported Issues

• Stamping issue in Stage ESS-10709
  1. The Document Controller has been updated to remove/ignore stamps with missing image information. This was most likely caused by stamps that were deleted but were not completely removed from the document‘s annotation data.

New Functionality

None added in this version

Internal Fixes

None added in this version

2023.6.3.1111 – Stage Deployed 6/19/2023

Click here to see the cumulative Release Score for versions 2023.6.2.1099 through 2023.7.2.1147, released only to Stage.

Client Reported Issues

• TX Stage: Review Queue not available ESS-10770
  1. Issue: The Review Queue doesn't display envelopes to review.
  2. Fix: A duplicate configuration issue has been corrected so that the Review Queue is available.

New Functionality

None added in this version

Internal Fixes

• Fix Bad Stamps in Merge Controller REV-2249
  1. The Merge Controller has been updated to correctly apply the original stamp instead of placeholder Draft or Unknown stamps as seen in some locations with Viewer 2 enabled.
     This fix will be validated when it is deployed to Production since the placeholder stamp issue is not happening in stage and internal environments.


• Red error toast occurs when creating a user with CSM enabled REV-2261
  1. When Composable Security Model (CSM) is enabled, an error occurred when creating a new user.
     This fix allows the new user to be added without error.
     
  2. NOTE: Currently CSM is in limited use. No changes have been made to the roles assigned to your users at this time.


• Update Court Admin User Details to display status REV-2239
  1. User details now displays the status of the user.

     

HOTFIX – 2023.6.2.1101 – Stage Deployed 6/12/2023

Click here to see the cumulative Release Score for versions 2023.6.2.1099 through 2023.7.2.1147, released only to Stage.

New Functionality

• Create a preference for the user to see the blue toast to confirm that no stamps or annotations were added to the document REV-2250
  1. A new preference has been added in User Profile Notifications to allow the user to enable the display of the blue toast that confirms that no annotations or stamps were applied to the document. For more information, see REV-2230 in the 2023.6.2.1099 release notes below.
  2. The preference is off by default, so users who need to see the blue toast will need to check the checkbox for “Send notification when annotation isn’t saved.“ and then click the Save button.

     

2023.6.2.1099 – Stage Deployed 6/12/2023

Click here to see the cumulative Release Score for versions 2023.6.2.1099 through 2023.7.2.1147, released only to Stage.

Client Reported Issues

• Errored Envelopes should not immediately reprocess when the error is fixed REV-2232
  1. Issue: When the reviewer fixes the issue causing an errored envelope, the system would immediately reprocess the filings with the previously selected action if the user selected End Review. This prevented the manual replacement of invalid stamps with valid stamps.
  2. Fix: Errored filings are no longer reprocessed when the reviewer selects End Review.

New Functionality

• Display blue toast to confirm that no stamps or annotations were added to the document REV-2230
  1. When the user changes to another document or filing, a blue toast will display to confirm that no annotations or stamps were applied to the document.

     

  2. The Accept dialog will also display text in a gray box to confirm that no annotations or stamps were applied to the document.

     

Internal Fixes

None added in this version

2023.6.1.1080 – Stage Deployed 5/26/2023, Production Deployed 6/1/2023

Client Reported Issues

• Previously Receipted Filings Should Not Show in Review Tool ESS-9745
  1. Issue: In envelopes with multiple filings, receipted filings were still showing when the envelope was reopened.
  2. Fix: Filings that have been receipted are no longer available when the envelope is reopened.

• Case Cross Reference Type Field Cannot Be Edited from Dropdown during review ESS-10304
  1. Issue: The Case Cross Reference Type dropdown is not populated but the field is required.
  2. Fix: Clearing the user's browser cache corrected this issue.

New Functionality

• Include SaveAnnotation in Envelope Action History for Viewer 2 REV-2211
  1. When the user has added or edited annotations, the Action History will include the associated SaveAnnotation entry.

     

Internal Fixes

• Check for changes when switching from Admin or User Profile pages to other Review pages REV-2226
  1. Fixed a behavior where the user could make changes in their user profile page then go to another tab or page without saving. Review now checks and prompts the user to Save or Cancel where applicable.

HOTFIX – 2023.5.3.1071 – Stage Deployed 5/18/2023, Production Deployed 5/25/2023

Client Reported Issues

• SaveParty doesn't work for some clients   ESS-10242
  1. Issue: Update a party in the Party Detail panel. An error occurs when trying to save the party.
  2. Fix: Saving a party correctly updates the party.

2023.5.3.1071 – Stage Deployed 5/17/2023, Production Deployed 5/25/2023

Client Reported Issues

None added in this version

New Functionality

• Edit Party DL Expiration UI   REV-2154
  1. Drivers License Expiration Date is now included in party details. A datafield configuration controls the visibility and editability of the control.

     

• Edit specific Citation fields in IL Quasi-Criminal Filings REV-1992
  1. The Appearance dropdown is populated when included in the message and can be changed to another enumerated option.
     Appear By Date/Time fields are populated when included in the message and can be changed.

     

Internal Fixes

• Display Document that receives annotation error REV-2178
  1. Issue: When the reviewer changes documents and receives the red toast as described in ESS-8665, there is no indication what document caused the red toast.
  2. Fix: Review will now display the affected document when the red toast indicating an invalid stamp occurs.

2023.5.2.1062 – Stage Deployed 5/9/2023, Production Deployed 5/11/2023

Client Reported Issues

• Clerk’s Signature Shows as Red “DRAFT” When Document is Accepted or Receipted   ESS-8665
  1. Issue: Stamp image reverts to a placeholder “Draft” when envelope is Accepted or Receipted.
  2. Fix: The Review app will now validated stamp images when placed on a document.
     If the image is invalid, the user will see a red toast error when the document is saved by navigating to another document or by Accepting or Receipting the filing.
     

     

     The user can try closing and reopening the envelope to reload the stamp panel and try again. If the issue persists, contact Support.

New Functionality

None added in this version

Internal Fixes

• Stamps sometimes do not display in Stamps panel   REV-2173
  1. This issue was due to a conflict with the .NET 6 update and only seen when there are over 28k in stamps.
     The conflict is resolved and stamps now correctly display in the Stamps panel.

2023.4.2.1059 – Stage Deployed 5/1/2023, Production Deployed 5/4/2023

Client Reported Issues

• Envelope errors with no filing code - OR Production   ESS-9539
  1. Issue: Filing could be accepted without a filing code, and then errors during processing.
  2. Fix: Disable the Save button in the Associated Parties and Optional Services tab when data in the filing details tab is not valid.

• Document Security Type not displaying in Envelope Detail - IL Production  ESS-8883
  1. Issue: Security column in Envelope Details document section was not populated.
  2. Fix: Display the current document Security in Envelope Details.

• Arrow icon on the Filings tab doesn't load the document - ME Production   ESS-9464
  1. Issue: Review does not load the associated document when the user clicks the arrow icon to the left of the document name.
  2. Fix: Load the associated document when the user clicks the arrow icon.

New Functionality

None added in this version

Internal Fixes

• Save and Close buttons aren't available for Add New Party in Criminal envelopes   ESS-9539
  1. Issue: Add new party is available in criminal envelopes, but the Save and Close buttons don’t exist.
  2. Fix: Display Save and Close buttons for use with Add Party in Criminal envelopess.

2023.4.2.1050 – Stage Deployed 4/17/2023, Production Deployed 4/27/2023

Client Reported Issues

• Clerks should not be able to see and action filings that were reviewed during a previous session unless the location is set to Send All Filings at Once REV-1460
  1. Issue: In envelopes with multiple filings, the filing was still available when the envelope was reopened even though the filing was completed with Accept, Reject, Return, or Receipt.
  2. Fix: Filings that have been completed are no longer available when the envelope is reopened. If the site is set to Send All Filings at Once (usually when not integrated with Odyssey), the reviewer can access and change the action on the filing until all filings are completed.

• Make Courtesy Copies and Filing Preliminary Notifications Editable REV-1267
  1. Issue: Courtesy Copies and Filing Preliminary Notifications were forced to read-only.
  2. Fix: Courtesy Copies and Filing Preliminary Notifications fields are no longer forced to read-only.

• Case Description not displaying in Envelope Lookup, Review History REV-1504
  1. Issue: At locations where the manual case style field is available, the case style does not appear on the envelope after acceptance.
  2. Fix: Display the case style on the envelope after acceptance on Envelope Lookup and Review History cards.

• Transmitted or Court Copy links aren't available for Receipted filings ESS-9472
  1. Issue: When a filing is Receipted, the Transmitted or Court Copy of the document should be available on Envelope Details but they are not.
  2. Fix: Transmitted or Court Copy links now display for documents on Receipted filings.

New Functionality

• Include Add and Update Charges in the Audit Log REV-2030
  1. Charges that have been added and edited now display in the Audit Log.

     

• Ability to Sort Queue Columns REV-816
  1. Review Queue can now be sorted by Envelope, Case Number, Filed Date and Deferred Until date columns.

  

  2. Each sort is applied individually, though Envelope and Case Number can be combined.
  3. Click the arrow to the right of the colummn name and select Ascending or Descending.
  4. The sort order applies immediately - the Apply button does not have to be used.
  5. The selected column and order are displayed above the queue in front of selected filters.

  

• Ability to Filter by Organization REV-1834
  1. A new Organization filter has been added to Review Queue.

  

  2. The filter opens with an empty search field.

  

  3. Type part of the name of the organization to filter list and select the organization. If similar names populate the list, continue typing to narrow down the filter.

  

  When the checkbox is checked, the name sorts to the top of the filter list.
  4. Add to the list by typing a new name. The filter will apply when you click the Apply button.
• Ability to Clear Filters at top of Queue REV-816
  1. A group of filters can now be deleted by clicking the x next to the name of the filter group. This allows the reviewer to remove one set of criteria without having to deselect them individually or completely reset the search. Click the Apply button to apply the new set of filters.

  

• Add Apply button to the filter display area of Review Queue REV-2157
  1. An additional Apply button now displays at the top of the Review Queue when column sorting or filter options have changed.

     

Internal Fixes

None added in this version

HOTFIX – 2023.4.1.1040 – Stage Deployed 4/10/2023, Production Deployed 4/13/2023

Client Reported Issues

• Column resize no longer works   ESS-9530
  1. Issue: The full case number doesn't display even when other columns are hidden from view.
  2. Fix: Hiding columns now correctly distributes additional space across the remaining columns so that longer case numbers are viewable.

2023.4.1.1034 – Stage Deployed 4/10/2023, Production Deployed 4/13/2023

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Client Reported Issues

• CA Stage - Changes made to charges tab not saving as expected ESS-9400
  1. Issue: Selecting the Next button on charges made it appear as if the data for the current charge had been cleared.
  2. Fix: After the Next button is selected, all charge information continues to display correctly.

New Functionality

None added in this version

Internal Fixes

• Make Review Code Cache Flush More Frequent REV-2149
  1. Cache containing configuration codes is flushed with a higher frequency to ensure configuration updates are incorporated each night.
• Update Review Queue to use html table instead of 3rd party control REV-2152
  1. The Review Queue was using a 3rd party control instead of basic html. This limited the queue’s extensiblity to the features and look-and-feel that is supported by the 3rd party control.
• Deleted parties are not logged in Audit Log REV-2125
  1. Log deleted parties in the audit log.
• Update Notification Admin Screen Role to Site Admin REV-2003
  1. Change required role for Notification Admin page access from Court Admin to Site Admin.

2023.4.0.1023 – Stage Deployed 4/3/2023, Production Deployed 4/6/2023

Client Reported Issues

• Envelope Details: Service Contacts shows wrong firm name - GA Productions REV-2098
  1. Issue: The wrong firm name is showing in Envelope Details when the filer adds a new service contact to an envelope.
  2. Fix: Display the firm as entered in the Firm Name field when a new service contact is added to the envelope.
• Envelope Details: Transmitted copy is being provided if envelope errors and is then rejected - CA ESS-3306
  1. Issue: Envelope Details should not show the transmitted copy link for errored envelopes.
  2. Fix: The Transmitted copy link no longer is available in Envelope Details for filings that are not sent to the CMS.
• Envelope Lookup: Judge updated in database but still shows wrong in Envelope Lookup - TX Production ESS-8614
  1. Issue: Envelope Lookup is not reflecting the correct Judge name when it has been updated.
  2. Fix: Updated Envelope Lookup to show the Judge name as populated in the database.
• Documents are not being flattened - NC Production ESS-9175
  1. Issue: Fillable PDFs remain editable regardless of the configuration to flatten them so they are not editable.
  2. Fix: Honor the configuration to flatten PDFs.

New Functionality

None added in this version

Internal Fixes

• Deleted parties are not logged in the Audit Log REV-2125
  1. Deleted parties are now displaying in the Audit Log correctly.
• Envelope Details: Lead Transmitted document is always the transmitted unredacted document REV-2140
  1. Issue: When a filing has more than one document, the lead document’s Transmitted document links to the Transmitted Copy of other documents.
  2. Fix: Transmitted Unredacted documents are now correctly linked for all documents in the filing.
• Offense time without a date displays as invalid date in the charges list REV-2141
  1. Issue: The Charges panel list shows “invalid date” instead of the time when no date is populated for the offense.
  2. Fix: The offense time now properly displays whether a date is present or not.
• Edit user roles location issues when using Composable Security Model (CSM) - TX Stage REV-2090
  1. Issue: Deselecting all locations and adding locations back does not work. Also, the large location tree has a long delay.
  2. Fix: Corrected selection issues and added spinner to indicate that a process is working.

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