HOTFIX – 2024.11.0.1576 – Production Deployment 12/5/2024
The Stage deployment for this fix was limited to specific clients, but all clients will receive the Production deployment with this fix.
Client Reported Issues
Error prevents accepting or rejecting filings ESS-18884, ESS-18850
Issue: Sites configured to SendAllFilingsAtOnce may throw an error in which the reviewer can't accept or reject a filing that has already had an action performed on it.
The envelope will show one or more filings still in Under Review status but the filings can't be completed.
Fix: The check for the filing having been accepted or rejected multiple times in SendAllFilingsAtOnce sites has been removed in order to review filings as expected.
New Functionality
None added in this version
Internal Updates
None added in this version
Documents.Service Update – Stage Deployment 12/3/2024, Production Deployed 12/5/2024
Documents.Service updates are included in these version notes since issues are revealed when using eFile and Serve Review Queue.
Client Reported Issues
Auto Stamp color is configured to be Blue, but has changed to Green - Viewer 2 ESS-18375
Issue: Auto stamps configured to be blue instead display and transmit as green.
Fix: The correct hex color for blue has been updated to correctly display blue in auto stamps.
New Functionality
None added in this version
Internal Issues
None added in this version
2024.11.0.1576 – Stage Deployment 11/18/2024, Production Deployed 12/5/2024
Client Reported Issues
Cannot see entire Case Type when it is longer than the width of the dropdown ESS-12563
Issue: Case Types with long names are not completely readable during envelope review.
Fix: A tooltip has been added to display the case type name in its entirety.
Doc Viewer 2 - Annotation Tool does not automatically deselect ESS-13455
Issue: The text annotation tool icon remains highlighted like it is selected and active when a stamp is selected.
Fix: The previous stamp is cleared from memory when the Free Text tool is reselected so that the stamp and text are not both applied.
It is not possible to programmatically deselect the Viewer 2 annotation tools when a stamp is selected, or to deselect the stamp when an annotation tool is selected.
The user can manually deselect all tools and stamps by pressing the Escape key, which may help resolve the misleading tool selection issue.
New Functionality
None added in this version
Internal Updates
Export Review History includes envelopes not matching the applied Search filter REV-3273
The Review History export functionality has been updated to include only envelopes in the currently applied filter.
Filter controls should collapse when applied REV-3269
Review History and Envelope Lookup filters now collapse when the Apply button is clicked, following the behavior of the Review Queue.
Court Admin - Show Only Active Users no longer defaults to selected REV-3207
The Show Only Active Users checkbox in Court Admin now correctly defaults to selected.
The displayed Deferred Until date on Review Queue is 1 day less than the selected date REV-2176
When the reviewer selects Defer as an envelope action, the Review Queue now displays the selected date as the Deferred Until date.
Hotfix – 2024.10.1.1561 – Stage Deployed 11/5/2024, Production Deployed 11/14/2024
Client Reported Issues
Unable to End Review – Button Not Responding After Viewing Envelope ESS-18664
Issue: When the reviewer selects End Review, instead of returning to the Review Queue, the same envelope re-displays.
The issue occurs when the reviewer's preferences are set to display the next envelope.
Fix: The EndReview processing was adjusted so that new Filing Has Already Processed messages would display. This adjustment caused the issue for "display next envelope" configuration.
Development has changed End Review so that "display next envelope" configuration no longer causes the issue.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.10.1.1559 – Stage Deployment 11/4/2024, Production Deployed 11/14/2024
Client Reported Issues
Duplicate events and documents are being sent to Odyssey ESS-18330
Issue: Filings can sometimes be accepted twice, which causes the event information and the document to be sent to Odyssey twice.
Fix: Filing state validations have been updated to prevent review of the same filing multiple times.
When the filing has already processed, a message will display when the action is attempted:
"An action was previously completed on the 'Filing Description' filing. Please end review and re-select the envelope if it is still available in the Review Queue."
The validation to ensure that at least 2 minutes have passed since the previous action processing has been updated to remove a dependency on the FilingActionLog TimestampCreate field.
Review History filters do not close ESS-14595
Issue: When a user makes a Filing Code filter selection in Review History and then chooses to Save Filters, they have to continually close the selections if they leave the page and return.
The Filing Code section continues to expand over top of the existing Review History filter.
Fix: Update the Filing Code filter dropdown to stay closed when Filters is closed, or if the user leaves then returns to the Review History page.
Please note that additional refinements to the filter control behavior are still planned.
New Functionality
Update Review to call the new TIS Viewer REV-3085
When a Review user clicks the Redaction icon to add or edit redactions, they will now go to the updated Redaction editor.
The new Reaction editor is the same one used by the Tyler EFSP. No configuration change is needed.
Internal Updates
None added in this version
2024.10.0.1549 – Stage Deployed 10/23/2024, Production Deployed 10/31/2024
Client Reported Issues
None added in this version
New Functionality
Provide Ability to Protect Individual Cases REV-2687
Completion of this feature brings eFile and Serve Review Queue to parity with the prior Silverlight Review functionality regarding securing or protecting cases.
Added ability for a Court Admin to protect individual cases.
A new Protect Case tab now displays in the Court Admin page for users with the Court Admin role.
The user can enter a case number and location to search for cases, then click the Search button. A list of matching cases is returned.
If the case is not protected, the button to the right of the case information reads "Protect All".
When the user clicks the Protect All button, the CMS receives the integration message that the case now has a protection status.
When the case is searched for again in the CMS, EFSP or Review, the case name and party information is replaced.
This example shows the case title replaced with asterisks and the names of the parties on the case replaced with the text "Hidden Party" in the EFSP.
Added ability for a Court Admin to unprotect individual cases.
A case that is already protected can be unprotected using the Protect Case tab in the Court Admin page, which is available for users with the Court Admin role.
The user can enter a case number and location to search for cases, then click the Search button.
A list of matching cases is returned. If the case is currently protected, the button to the right of the case reads "Unprotect All".
When the user clicks the Unprotect All button, the CMS receives the integration message to remove the case protection, and the case name and party names display again in the CMS, EFSP and Review.
Internal Updates
None added in this version
2024.9.1.1545 – Stage Deployed 10/9/2024, Production 10/17/2024
Client Reported Issues
Schema error: The element 'Party1' has incomplete content ESS-17267
Issue: Parties exist on the filing that have no CmsID and are not being added by the current envelope, so the schema error occurs when trying to process the accepted filing.
Fix: Any Filing Associated Party that does not have a CmsID and is not being added by the current envelope will be automatically deleted when the filing is accepted.
The Associated Party data is also checked when the reviewer navigates to the Filing Details.
The reviewer will receive a notification of the removal of the party with the name and related envelopeID when viewing Filing Details.
New Functionality
None added in this version
Internal Updates
Viewer 1 - Refresh Redaction icon and counter no longer display REV-3216
Updated application so that the Refresh Redaction icon and count of redactions on the document now display again.
Documents.Service Update – Stage Deployed 10/3/2024, Production Deployed 10/10/2024
Documents.Service updates are included in these version notes since issues are revealed when using eFile and Serve Review Queue.
Client Reported Issues
Stamping Issue Unknown OR Draft Color ESS-17529
Issue: Color annotations sometimes cause errors and display Draft or Unknown color overlay on existing stamps.
Fix: The unused annotations that cause the color overlay stamps are removed from the XFDF when the document is processed.
New Functionality
None added in this version
Internal Issues
None added in this version
2024.9.0.1536 – Stage Deployed 9/26/2024, Production 10/3/2024
Client Reported Issues
None added in this version
New Functionality
Default Document Type by Node REV-2641
Added support for new Document Type by Node feature.
When Document Security Group is not in use and the filing code is not configured for a specific document type, filing codes will default to the Document type selected in the org chart attribute.
This behavior applies when a filing code is changed in eFile and Serve Review Queue.
NOTE: The related Default Document Type org chart attribute and functionality require EFM version 2024.5.
Internal Updates
Redactions - Count is always 0 on the tooltip in Viewer 1 REV-3127
Issue: The Redaction tooltip always shows a count of 0 when redactions are applied.
Fix: The Redaction tooltip has been updated to reflect the current count of redactions on the document.
Note: If manual redactions are applied in Review, the Refresh icon must be clicked to update the redaction count.
Court Admin - Unverified users are displayed when Show Only Active Users is checked REV-3177
Issue: In Court Admin, when user checks Show Only Active Users, users with Unverified as their status still display.
Fix: Court Admin no longer displays users with Unverified status when Show Only Active Users is selected.
Hotfix – 2024.8.0.1528 – Stage Deployed 9/17/2024, Production Deployed 9/23/2024
This version will include hotfix and fixes in 2024.8.0.1524.
Client Reported Issues
Document Security only shows as Filer and does not show the CMS ESS-17913
Issue: The CMS document security is not displaying along with the Filer-selected document security.
Fix: Code has been restored to set the property which displays the default CMS document security.
New Functionality
None added in this version
Internal Updates
None added in this version
Hotfix – 2024.8.0.1524 – Stage Deployed 9/17/2024, Production Deployed 9/23/2024
Client Reported Issues
Red error toasts when viewing document ESS-17925
Issue: Red error toasts are displaying when the filing tab is selected in Review.
Fix: Review has the correct sql script so red error toasts no longer display when the filing tab is accessed.
New Functionality
None added in this version
Internal Updates
None added in this version
Documents.Service Update – Stage Deployed 9/12/2024, Production Deployed 9/20/2024
Documents.Service updates are included in these version notes since issues are revealed when using eFile and Serve Review Queue.
Client Reported Issues
Auto Stamps missing information in Viewer 2 ESS-16589
Issue: Auto stamps look correct onscreen but are truncated in the transmitted copy.
Fix: The calculation of the text bounding box is fixed to accommodate the text without wrapping it to the next line.
Manual Stamps missing information in Viewer 2 ESS-13454
Issue: Manual stamps look correct onscreen, but are truncated in the transmitted copy.
Fix: The calculation of the text bounding box is fixed to accommodate the text without wrapping it to the next line.
New Functionality
None added in this version
Internal Issues
None added in this version
2024.8.0.1524 – Stage Deployed 9/12/2024, Production Deployed 9/23/2024
Client Reported Issues
Redaction Incomplete Error ESS-16432, ESS-16497
Issue: "Filing cannot be accepted until redaction is complete" modal continues to appear when the user clicks Accept. The redaction icon continues to spin.
Fix: While a document is redacting, a polling process occurs to ensure the redaction is progressing. There was a bug in the progression validation which prevented restarting the redaction if it had stopped.
This bug has been fixed so that the modal displays only when the redaction is still in progress and the user clicks Accept or End Review and reopens the envelope.
The redaction icon spinner now stops spinning when the redaction is complete or if an error occurs with redaction.
New Functionality
None added in this version
Internal Updates
Stored procedure performance updates REV-3172
Stored procedures for locations by user have been updated to improve performance at locations with many codes configured.
2024.7.0.1515 – Stage Deployed 8/12/2024, Production Deployed 9/9/2024
Client Reported Issues
CA PROD Error messages when accepting an envelope and moving to the next ESS-16173
Issue: Reviewer receives an error message in the next envelope's document Viewer 1 after accepting an envelope in document Viewer 2.
This happens when the Reviewer Preference in User Profiles is set to "Open the next Envelope", which is the default.
Fix: A code change was made to determine if the next envelope is in a location configured for Viewer 1 or Viewer 2.
The Underline Text tool defaults to selected when opening an envelope in Viewer 2 ESS-16150
Issue: When the reviewer opens an envelope in a Viewer 2 location, the Underline tool is always selected unless the reviewer has recently selected a different annotation tool.
Fix: The Select tool will be active when the document finishes loading, whether the reviewer has selected a different annotation tool or not.
Annotations and stamps are not always saved after forwarding an envelope or after accepting an envelope ESS-16240
Issue: Sometimes after adding an annotation or text or image stamp then forwarding the envelope to another queue, the annotations and stamps are not retained on the document.
Similarly, auto and manual stamps may not persist when an envelope is accepted, particularly when the envelope has been forwarded at some point.
Fix: A code fix streamlined the saveAnnotation process to ensure that annotations (and stamps) are always saved when necessary.
Motion Type is not visible in Envelope Details ESS-17009
Issue: When a Motion Type is selected on a Motion filing code, the Motion Type is not displaying in the Filings section of Envelope Details.
Fix: The Motion Type now displays in the Filings section of Envelope Details when present.
New Functionality
Display Hearing Date and Motion Type in Envelope Details REV-3088
When Hearing Date integration and functionality is enabled at the location, the Hearing Date now displays in the Envelope section of Envelope Details.
Internal Updates
Party Information - Searching parties and attorneys by full name returns duplicate results REV-3089
Only one instance of a party name is returned when searching by full name.
2024.6.1.1506 – Stage Deployed 7/17/2024, Production Deployed 7/25/2024
Issue: Client received red unknown error toast when filtering by specific statuses in Envelope Lookup.
Fix: Improved performance of the proc that returns envelopes when using a filing status filter.
TX-BEXAR CO-PROD - Error when unlocking envelopes for one court admin ESS-16098
Issue: User receives a red error toast when attempting to unlock an envelope.
Fix: When the user tries to unlock the envelope but does not have Court Admin access to the envelope's location,
a new red toast explains that the user doesn't have the right at that location so the envelope couldn't be unlocked.
New Functionality
None added in this version
Internal Updates
Spinning icon doesn't stop when there is an error in Redactions REV-3075
Spinner on Redaction icon now stops when there is an error.
Review Queue filter is reset after ending review REV-3041
User is now returned from End Review to the Review Queue with the same filters as when review of the envelope began.
Documents.Service Update – Stage Deployed 7/15/2024, Production deployed 7/25/2024
Documents.Service updates are included in these version notes since issues are revealed when using eFile and Serve Review Queue.
For reference, the ID of the 7/25/2024 version is 07d8cbf8aec72b2dafee59a671e88b4a8e23b7a9 20240726.
Client Reported Issues
Note annotation icon displays on transmitted document ESS-7376
Issue: When the reviewer uses the Note annotation, the Note icon displays on the transmitted document.
Fix: The Note annotation does not display on the transmitted document as expected.
New Functionality
None added in this version
Internal Issues
None added in this version
2024.6.0.1497 – Stage Deployed 7/3/2024, Production Deployed 7/11/2024
Client Reported Issues
None added in this version
New Functionality
Redaction Functionality in Viewer 1 of the Review App
Redaction in Viewer 1 is available at locations with Redaction enabled by configuring the RedactionConfig org chart with EnableRedactionReviewer = "True".
The user must also have Allow Redaction Annotations in their rights profile at the selected location.
NOTE: This functionality requires a contract agreement with Tyler to be available to the Reviewer.
In Viewer 1, Redaction icons display to the far right of the document info and annotations bar.
When the document being viewed has annotations, the count will display between the Redaction icon and the Refresh icon.
If no redactions exist, only the Redaction icon displays.
Click the Redaction icon to Auto-Redact the document or add more redactions in the Redaction Viewer.
The Auto-Redaction dialog displays the first time the Redaction icon is clicked, and a spinner displays on the Redaction icon.
The reviewer may add more redactions in the Redaction Viewer if needed, then click the save icon and return to the Review app.
In the Review app, click the Refresh icon to display the current count of Redactions.
Redaction Functionality in Viewer 2 of the Review App
Redaction in Viewer 2 is available at locations with Redaction enabled by configuring the RedactionConfig org chart with EnableRedactionReviewer = "True".
The user must also have Allow Redaction Annotations in their rights profile at the selected location.
NOTE: This functionality requires a contract agreement with Tyler to be available to the Reviewer.
In Viewer 2, redaction icons display to the far right of the document info bar over the annotations bar.
When the document being viewed has annotations, the count will display between the Redaction icon and the Refresh icon.
If no redactions exist, only the Redaction icon displays.
Click the Redaction icon to Auto-Redact the document or add more redactions in the Redaction Viewer.
The Auto-Redaction dialog displays the first time the Redaction icon is clicked, and a spinner displays on the Redaction icon.
The reviewer may add more redactions in the Redaction Viewer if needed, then click the save icon and return to the Review app.
The Redaction count will remain the original count until the Refresh Redactions icon is clicked.
When refresh is complete, the count will be updated.
Internal Updates
Unable to scroll down to display all options in Review Queue Visible Columns REV-3043
Issue: With the addition of the Location column, the Visible Columns list is too long to display the Lock item and the bottom of the list.
Fix: A scroll bar has been added to the Visible Columns dialog to enable display of all items.
Upgrade Angular Development Framework REV-2567
The upgrade of Angular provides additional security critical for eFile and Serve Review Queue.
This upgrade includes user interface changes, but these have been modified to make the Review application look the same as before the upgrade.
Documents.Service Update – Stage Deployed 6/20/2024, Production Deployed 7/25/2024
Documents.Service updates are included in these version notes since issues are revealed when using eFile and Serve Review Queue.
For reference, the ID of the 6/20/2024 version is 94290b60dfccba289be1dc6de331451ab922f281 - 20240620.
Documents.Service will be updated in Stage 7/15/2024 with a couple of additional fixes, and will be updated in Production 7/25/2024. Notes will be included on this page on 7/15/2024.
Client Reported Issues
Unknown Error trying to process envelope actions – ESS-14394
Issue: The user receives an Unknown Error red toast when trying to Accept a filing.
Fix: Documents.Service has been updated to ignore a specific type of stamp with a popup comment feature.
Redacted documents sometimes have floating pink boxes in addition to the redaction – EFM-7352
Issue: When the reviewer views a redacted document, the Transmitted document sometimes also has unexpected pink boxes offset from the redaction.
Fix: Documents.Service has been updated to remove redaction annotations before actual annotations are applied to the document.
Stamping Failure Error on documents with Table of Contents links – ESS-14024
Issue: When the reviewer accepts a filing with a document that contains a table of contents with links to pages in the document, a stamping failure error occurs.
Fix: Documents.Service has been updated to ignore the hyperlinks to other pages on Transmitted documents.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.5.1.1478 – Stage Deployed 6/17/2024, Production Deployed 6/27/2024
Client Reported Issues
Error received after trying to Accept, "An error occurred processing the envelope actions" ESS-12690
Issue: Some envelopes cause an error when the reviewer clicks Accept, Reject or End Review.
Fix: Remove the unnecessary call to a stored sql procedure which was timing out, especially in large sites.
New Functionality
Display Location column in Review Queue REV-2790
Allow Reviewer to View Location in Review Queue.
To view the Location column in the Review Queue, check the checkbox in the Visible Columns menu.
By default, the Location column does not display.
Internal Updates
File into this Case option is missing from the overflow menu REV-2970
Issue: The File Into this Case option is missing from the overflow menu on the Review History/Envelope Lookup page. This didn't happen on all machines.
Fix: A code change was made to get the Filer URL from the configuration service rather than local storage.
Changing an envelope's location doesn't update it in the Location Filter in Review Queue REV-3037
Issue: When an envelope's location was changed during review, the Location filter still considered it in the original location so did not return it when filtered to the new location.
Fix: Review Queue filters now show correct envelopes even after an envelope's location is changed.
Hotfix – 2024.5.0.1468 – Stage Deployed 6/4/2024, Production Deployed 6/13/2024
Client Reported Issues
Unable to forward filings ESS-16498
Issue: When the reviewer selects the Forward action and selects a queue, the envelope appears to move to the new queue, but the original queue still displays in the Review Queue page.
Fix: A recent change to End Review caused us to bypass the forwarding process. Review is fixed so that the process is no longer bypassed and now behaves correctly again.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.5.0.1468 – Stage Deployed 6/3/2024, Production Deployed 6/13/2024
Client Reported Issues
None added in this version
New Functionality
None added in this version
Internal Updates
Pagination is incorrect after closing Party Details REV-2425
Issue: In an envelope with multiple pages of new or existing parties, when the details of a party on page 2 or greater is accessed and closed, the reviewer is returned to the wrong page.
Fix: A code change was made to return the reviewer to the correct page after viewing party details.
Improve Performance of End Review REV-2247
Review of an envelope is ended more quickly with this update.
2024.4.1.1456 – Stage Deployed 5/20/2024, Production Deployed 5/30/2024
Client Reported Issues
Checkmark to indicate Complete in Review History is disabled ESS-15357
Issue: When a reviewer accepts a filing and it goes to Court Errors, if another reviewer accepts or rejects the filing, that envelope will show up in both users' Review History.
The first reviewer cannot check the Complete checkbox because it is disabled.
Fix: An errored filing will display in only the last user's Review History when it is accepted. The "Is Complete" checkbox can be correctly checked and unchecked.
Missing Information for the Date Reviewed and Reviewer in Envelope Lookup ESS-15206
Issue: The Reviewer and Date information is not displaying in Envelope Lookup.
Fix: The last Reviewer and Date information now displays on each filing's row in Envelope Lookup.
Behavior Change in eFile Redaction for Reviewers ESS-15186
Issue: During review, the redacted information has an opaque black bar covering it, which prevents the reviewer from seeing what info is being redacted.
Fix: Viewer 1 and Viewer 2 now display redactions under a transparent red rectangle, allowing the reviewer to read the redacted information.
New Functionality
Review Queue Priority Routing REV-2746
Envelopes in the Review Queue can now display in a priority order when submitted based on configured conditions.
A priority flag appears to the left of the envelope number with a tool tip to indicate the priority.
Multiple priorities can display in a queue. The envelopes will be grouped by their priority with the oldest envelope at the top of the priority group.
NOTE: The Priority Queue Routing functionality requires EFM Version 2024.3.
Expunge Individual Cases REV-2868
Cases can now be expunged from the File and Serve system.
When the user has the Expunge Cases role, they can use the Expunge Cases tab in Court Admin to find and expunge a case at locations where the role has been granted.
Enter the case number in the Search for Cases to Expunge field, then select the location where the case exists.
The case matching the case number is returned in the results. All cases matching the case number are returned.
The case information, party type and name, address and attorney are included in the results.
Click the Expunge button to expunge the case.
A confirmation dialog displays to confirm the selection.
A second confirmation dialog displays to confirm the selection since the expungement is permanent.
NOTE: To complete expunge a case from any further filing in an integrated system, the case must also be expunged from the CMS. If a user searches for the case number, the information will be repopulated into File and Serve from the CMS.
Duplicate Line Tool to annotation group in addition to shapes group REV-2892
In Viewer 2, the Line tool is available in the Annotations group as well as the Shapes group.
Internal Updates
None added in this version
HOTFIX – 2024.4.1.1443 – Stage Deployed 5/6/2024, Production Deployed 5/6/2024
Client Reported Issues
Stamp placement changes after being moved during review ESS-15962, ESS-16005, ESS-16066, ESS-16072
Issue: When the reviewer moved a stamp on a document that was already saved with that stamp on it, the stamp did not stay at the new location. This was happening only in Viewer 1.
Fix: Viewer 1 has been updated to recognize when a new annotation is added.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.3.1.1438 – Stage Deployed 4/29/2024, Production Deployed 5/2/2024
Client Reported Issues
Hide Search for Case Button REV-2942
Issue: New Search for Case button is always available to all reviewers.
Fix: Hide Search for Case button for all reviewers.
New Functionality
Create DFC for Case Button REV-2937
Clients have expressed concern about access to Search for Case for all reviewers.
A new data field configuration has been created to allow the Search for Case button to be visible or not for each client site.
By default, the Search for Case button will not be visible (see REV-2942 above).
Internal Updates
None added in this version
2024.3.1.1438 – Stage 4/29/2024
Client Reported Issues
Hide Search for Case Button REV-2942
Issue: New Search for Case button is always available to all reviewers.
Fix: Hide Search for Case button for all reviewers.
New Functionality
Create DFC for Search for Case REV-2937
Clients have expressed concern about access to Search for Case for all reviewers. This functionality was required for one state, but not all.
A new data field configuration has been created to allow the Search for Case button to be visible or not for each client site.
By default, the Search for Case button will not be visible (see REV-2942 above).
Internal Updates
None added in this version
2024.3.1.1429 – Stage Deployed 4/15/2024
Not to be deployed to Production - see REV-2942 in 2024.3.1.1438
Client Reported Issues
Red toast indicates redaction error REV-2932
Issue: Red error toast indicates redaction issue although redaction is not available yet in Viewer 1.
Fix: Update redaction so that redacted documents do not cause the red toast error.
New Functionality
Update Viewer 1 PDFTron WebViewer version REV-2776
Document Viewer 1 has been updated to a version with more security.
Although the update did not have UI changes or other fixes, clients should test on Stage thoroughly before deployment to Production.
Update Viewer 2 PDFTron WebViewer version REV-2777
Document Viewer 2 has been updated to a version with more security.
Although the update did not have UI changes or other fixes, clients should test on Stage thoroughly before deployment to Production.
Support Fee Effective Dates REV-2242
Review now reflects Fee Effective dates for case and filing fees in the Fees panel and Envelope Details.
EFM version 2024.0.0 allows admins to configure different fee amounts for different date ranges for the same fee.
The Review app displays the effective fees as of the Submit Date of the envelope unless the Docket Date is changed.
In this scenario, the Filing Fee was $33.33 when the envelope was submitted on January 15, 2024.
The fees will reflect Docket Date changes made manually or by using the original Docket Date for a copied envelope.
In this scenario, the Docket Date was changed to a date when the Filing Fee was $9.99.
NOTE: The Fee Effective Date functionality requires EFM Version 2024.0.0.
Ability to Search for Case to which the envelope should be added REV-2783
The Search for Case feature allows reviewers to find a case to associate a subsequent envelope to.
Merging an envelope with a case is particularly useful after a blackout or for non-integrated locations where the filer is required to enter all case info with a subsequent filing.
This feature is not controlled via a right, so it is available to all users for testing in Stage. Search for Case can be hidden for the entire state/site using a new data field control, which will be available in the near future.
If an envelope is ineligible to be merged to a different case, the button will be disabled and the tooltip will explain why.
Search for Case is not available for:
Case initiation envelopes.
Envelopes that have a filing with an error or an action taken.
Envelopes that contain filings with multiple parties responsible for fees associated to additional services.
The search dialog is populated with the current case number and location, but may be changed for the search.
Click the Select button to select the case into which the envelope should merge.
In some cases, there may be multiple results.
A confirmation dialog indicates that parties in the envelope will be replaced by parties on the case when they exist. New parties will still be added.
Search for Case merges the incoming envelope's information to an existing case, and may not be undone once it is complete.
After the envelope is merged with the newly selected case, a dialog displays the current parties and the parties that are on the case.
The user should note anything that needs to be manually updated because of this merge.
Service contacts on Existing Parties in the original envelope are not moved to the case.
If the envelope's Party Responsible for Fees (PRFF) is removed in the merge with the case, a dialog will display to select a new PRFF.
Internal Updates
None added in this version
HOTFIX – 2024.3.0.1421 – Stage Deployed 4/1/2024, Production Deployed 4/4/2024
Updates did not include a change to viewer (user interface) so the version number did not change.
Client Reported Issues
EFM SQL performance problems preventing eFiling and Review ESS-15604, REV-2929
Issue: Users on an extremely high-volume site were unable to efile or review filings.
Fix: Index added to SQL logging table to significantly improve performance.
TX Production and all other client Stage sites were deployed 4/1/2024, all Production sites were updated 4/4/2024.
