2024.2.2.1400 – Stage Deployed 3/19/2024, Production Deployed 3/28/2024
Client Reported Issues
Envelope Document did not Transmit ESS-11023
Issue: Document is not being transmitted to the CMS after the filing is accepted. Multiple job processes for the same filing are kicked off within seconds of each other,
which caused overlap between the jobs and can result in the document handling being fumbled.
Fix: Added a configurable wait with a default of 2 minutes between when a user can attempt an action on a filing to prevent job overlap.
If the user attempts an action within that 2 minutes, they will get a notification to try again if necessary after the 2 minutes has elapsed.
HTTP failure error message in Review App ESS-14743
Issue: Some locations are getting toast sporadic errors on the call to api/config/reviewapp. This is preventing them from reviewing envelopes.
Some users are also getting sporadic api/invoke errors.
Fix: Changed the method of calling api/config/reviewapp to include the error message, if it's provided by http. The method now used is the method used extensively throughout the app without issue. Also changed the call to api/invoke to include the request in cloudwatch. Although this won't fix the api/invoke issue, it will provide troubleshooting information for a future fix.
Changes in Review History Access ESS-14621
Issue: Users without the Court Admin role were able to view the Review History of other users in their court.
Fix: Access to Review History items is now limited to envelopes reviewed by the user currently signed in if they do not have the Court Admin role.
Page Manipulation options in Viewer 2 need to be disabled. ESS-13527, ESS-13528
Issue: The reviewer was able to access Compare, Replace, Delete and Move Pages functionality in the Review App.
Fix: The Page Manipulation menu items are now removed.
New Functionality
Support more than one party responsible for fees (Multiple Parties Responsible for Fees - MPRFF) REV-1755
Parties other than the envelope-wide party responsible for fees can now be specified for Additional Services configured to require them.
The Review App functionality is similar to the Tyler eFile&Serve EFSP functionality, and requires thet the client be upgraded to EFM version 2024.1.
When an Additional Service configured as MPRFF is selected, the "Associate Parties" link will become active and require at least one party be selected.
When parties are selected, the link will indicate the number of parties selected.
The modal dialog accessed by the link will allow the user to view and edit the parties selected for that Additional Service as well as their payment account, if they are paying by waiver.
The Fees panel will reflect the selected parties and their fees or an indication of the waiver payment type for each Additional Service.
Envelope Details will reflect the selected parties and their fees or an indication of the waiver payment type for each Additional Service.
NOTE: The Multiple Parties Responsible for Fees functionality requires EFM Version 2024.1.0.
Internal Updates
Case Cross Reference number cannot be edited in reviewer app REV-2883
Issue: Case Cross Reference type was not populated and cannot be edited – the dropdown menu is blank.
Fix: When no case cross reference codes are related to a case type, all case cross reference codes at that location will be available.
2024.2.1.1390 – Stage Deployed 3/12/2024, Production Deployed 3/14/2024
Client Reported Issues
Review Queue filter populates with Queues that are empty and not visible ESS-15014
Issue: After when a queue is made not visible at all locations, users are still seeing the queue listed in the filter and their available queue menus.
Fix: Users will no longer see queues that are not visible.
User must click manual stamp tool twice to select it after changing documents ESS-15032
Issue: After moving to another document in the envelope, reviewers have to click text and image manual stamps twice to activate the stamps.
Fix: Image and text stamps are now selected on the first click after changing documents.
New Functionality
None added in this version
Internal Updates
None added in this version
HOTFIX – 2024.2.0.1382 – Stage Deployed 3/6/2024, Production Deployed 3/7/2024
Updates did not include a change to viewer (user interface) so the version number did not change.
Client Reported Issues
Clerks are unable to mark Complete from Review History ESS-15235, ESS-15050, ESS-15233, ESS-14941, ESS-15236
Issue: Review was not accurately returning whether or not an envelope was marked as complete in Review History.
Fix: Review was updated to accurately return whether or not an envelope was marked as complete in Review History.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.2.0.1382 – Stage Deployed 3/4/2024, Production Deployed 3/7/2024
Client Reported Issues
Unable to Accept due to filing code missing and no selection available in Filing code dropdown ESS-14926
Issue: The Accept action is not available when the filing code is assocated to the case type. The filer's selection of a filing code is not retained, and the filing code dropdown is unpopulated.
Fix: A code change was made to set null strings to a space, which allows filing codes to be returned when there are none associated to a case type.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.1.3.1368 – Stage Deployed 2/19/2024, Production Deployed 2/29/2024
Client Reported Issues
None added in this version
New Functionality
Honor Grace Period for Returned and Rejected Filings REV-2243
When the EFM is configured to support the copying of envelopes and grace periods, reviewers can allow filers to retain the original docket date only if rejected or returned filings are resubmitted within the grace period.
The grace period is calculated based on the date of the rejection or return.
As with the current Copy Docket Date functionality, when a copied envelope is reviewed, a yellow banner with a Copy Docket Date button displays.
When the grace period is defined at that location, the banner reads:
This envelope was copied from an envelope when a grace period was in effect. Click Copy Docket Date to use the original docket date.
If the grace period has expired for the envelope, the Copy Docket Date button is not available, and the banner reads:
This envelope was copied from an envelope after the original envelope's docket date grace period expired and is no longer eligible for Copy Docket Date.
If the grace period is not defined at the envelope's location, the Copy Docket Date button will be available and the banner will continue to read:
This Envelope has been copied from an Envelope which contains at least one Rejected or Submission Failed Filing.
NOTE: The grace period functionality requires EFM Version 2024.0.0.
Support Filing Blackout Dates REV-2244
When the EFM is configured with a blackout period, Review will display blackout information to the reviewer.
On signing in, the Review Queue page will display locations that the reviewer can access that are currently in a blackout.
Click on the Details button to see the list of the specific locations in the blackout.
When the dialog is dismissed, a banner continues to display at the top of the Review Queue to indicate the blackout.
Click on the Details button here as well to see the list of the specific locations in the blackout.
The Locations filter in the Review Queue displays "- location not available" in italics next to the location name. The filter is still functional.
When the envelope is opened, a banner displays indicating the blackout.
During the blackout, the CMS is completely unavailable.
- Cases searched in Review will return only the information in the File and Serve system, which may not be the same information currently in the CMS.
- Envelopes are not sent to the CMS, but are queued to be sent when the CMS is available.
When the blackout has ended, the system will automatically resume transmission of the envelope information to the CMS.
NOTE: The Filing Blackout Date functionality requires EFM Version 2024.0.0.
Internal Updates
TX HARRIS COUNTY DC PROD - Error: "An error occurred processing the envelope actions“ REV-14441
Issue: A specific envelope in TX Prod does not process Accept, Reject or End Review.
Fix: A code change was made to remove an unused portion of a query that was causing a database timeout.
2024.1.1.1363 – Stage Deployed 2/12/2024, Production Deployed 2/15/2024
Client Reported Issues
Review History cards incorrectly show the same reviewer and time for all filings in the envelope ESS-12630
Issue: When a reviewer accepts or returns a filing then ends review after another reviewer has acted on a filing, Review History displays the same reviewer name and time.
Fix: A code change was made to reflect the reviewer and time of the action on each individual filing in the envelope.
New Functionality
None added in this version
Internal Updates
None added in this version
HOTFIX – 2024.1.0.1353 – Stage Deployed 2/7/2024, Production Deployed 2/7/2024
Client Reported Issues
Text and image stamps do not appear to deselect in Stamps panel ESS-14798, ESS-14794, ESS-14005, etc.
Issue: When a stamp is selected to be placed on a document, the stamp remains highlighted in the Stamps panel even though the user has clicked it again or pressed the Escape key to deselect it.
Fix: A process was added to deselect the stamp in the Stamps panel when the user clicks the stamp again or presses the Escape key.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.1.0.1347 – Stage Deployed 1/30/2024, Production Deployed 2/1/2024
Client Reported Issues
Stamp indicates undefined, undefined for the Reviewer's name ESS-13929
Issue: When the reviewer applies a stamp with the reviewer's name, the <<Name>> token sometimes displays as undefined, undefined.
Fix: A code change was made to check for first, middle and last name and get the user detail again to ensure the current user name is used in the manual stamp.
If the user detail still returns null, the user will get this message: An error occurred loading stamp user information. If a stamp is needed, End Review and restart the review.
New Functionality
None added in this version
Internal Updates
None added in this version
HOTFIX – 2024.0.1.1340 – Stage Deployed 1/24/2024, Production Deployed 1/25/2024
Client Reported Issues
Business or Agency checkbox is not active when adding a new party on a subsequent filing in Review ESS-14588
Issue: When the reviewer adds a new party to a subsequent filing, the Business or Agency checkbox is not selectable.
Fix: The Business or Agencyfnetwor checkbox is now enabled when a new party is being added during review of a subsequent filing.
Filing Additional Services issues when using Save / Next Reviewer is receiving notification messages on filings with no fees stating services will be removed ESS-14640
Issue: When the envelope has multiple filings with different fee configurations, the reviewer gets a notification that a service fee is being removed when that service option does not exist on the next filing.
This occurs only when moving from one filing to another using the Save/Next button.
Fix: Notification of service fee being removed is no longer displayed when moving to the next filing that does not have the selected service.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.0.1.1334 – Stage Deployed 1/22/2024, Production Deployed 1/25/2024
Client Reported Issues
The Transmitted link shows an earlier version of the document ESS-14221
Issue: An earlier version of the document shows in the Transmitted link, instead of the later version that was actually transmitted to the CMS.
Fix: Document versions are now sorted by the TimestampCreated field and the most recent version of the document is surfaced in the Envelope Details document links.
The Envelope is missing filing codes and cannot be accepted ESS-12586
Issue: When the case type doesn't have any filing codes associated with it, no filing codes were available in Review, which prevents the filing from being accepted.
Fix: When an initial case type doesn't have any filing codes associated with it, all initial filing codes at that location should be available in Review.
Likewise with subsequent filings, if the case type doesn't have any filing codes associated with it, all initial filing codes at that location should be available in Review.
Filing service fees are no longer valid even though they were added during creation of envelope ESS-14138, ESS-13443
Issue: When filing codes are changed, optional services configured for the original filing code may not be configured for the new filing code.
Review is correctly displaying the yellow notification about the fee being invalid, but it is displaying after the filing is saved.
Fix: Review now notifies the user as soon as they change the filing code that the additional service(s) selected for the original filing code will be removed if the newly selected filing code does not also have the same additional service(s).
The user can then change back to the original filing code or click Cancel to restore the original filing code as needed.
New Functionality
None added in this version
Internal Updates
Show spinner indicator that a streaming document is being prepared to display REV-1669
When a large document is being streamed as configured, the user now sees a spinner to indicate that the system is working on the display of the document.
2024.0.0.1325 – Stage Deployed 1/8/2024, Production Deployed 1/18/2024
Client Reported Issues
Transmitted UnRedacted Copy link showing wrong document REV-1503
Issue: The links for Transmitted and Transmitted Unredacted copies of lead and attachment documents were incorrectly linked to other versions of the documents.
Fix: The links for Transmitted and Transmitted Unredacted copies of lead and attachment documents were incorrectly linked to other versions of the documents.
New Functionality
None added in this version
Internal Updates
The list of attorneys is not in alphabetical order REV-1669
The attorneys listed in the Party Attorneys dialog is now in alphabetical order by last name.
Business or Agency checkbox and Rep cap checkboxes are enabled for existing parties REV-1669
Business or Agency checkbox and Rep cap checkboxes are no longer enabled for existing parties.
Add Keyboard Shortcuts to Review History and Envelope Lookup REV-1746
The Review History and Envelope Lookup pages now have keyboard shortcuts similar to the Review Queue, where applicable.
To show and hide the keyboard shortcut list, press the Shift key and the ? key.