Review Version Updates Archive April — December 2024

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

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

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

New Functionality

None added in this version

Internal Updates

Hotfix – 2024.10.1.1561 – Stage Deployed 11/5/2024, Production Deployed 11/14/2024

Client Reported Issues

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

New Functionality

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

Internal Updates

None added in this version

2024.9.1.1545 – Stage Deployed 10/9/2024, Production 10/17/2024

Client Reported Issues

New Functionality

None added in this version

Internal Updates

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

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

Internal Updates

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

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

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
    1. Issue: Auto stamps look correct onscreen but are truncated in the transmitted copy.
    2. 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
    1. Issue: Manual stamps look correct onscreen, but are truncated in the transmitted copy.
    2. 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
    1. Issue: "Filing cannot be accepted until redaction is complete" modal continues to appear when the user clicks Accept. The redaction icon continues to spin.
    2. 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
    1. 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
    1. 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.
    2. 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
    1. 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.
    2. 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
    1. 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.
    2. 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
    1. 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.
    2. 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
    1. 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
    1. 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

Client Reported Issues

  • MD PROD - Review App Errors Running Envelope Lookup   ESS-16195
    1. Issue: Client received red unknown error toast when filtering by specific statuses in Envelope Lookup.
    2. 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
    1. Issue: User receives a red error toast when attempting to unlock an envelope.
    2. 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
    1. Spinner on Redaction icon now stops when there is an error.
  • Review Queue filter is reset after ending review   REV-3041
    1. 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
    1. Issue: When the reviewer uses the Note annotation, the Note icon displays on the transmitted document.
    2. 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  
    1. 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.
    2. In Viewer 1, Redaction icons display to the far right of the document info and annotations bar.


    3. 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.


    4. 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.


    5. The reviewer may add more redactions in the Redaction Viewer if needed, then click the save icon and return to the Review app.
    6. In the Review app, click the Refresh icon to display the current count of Redactions.


  • Redaction Functionality in Viewer 2 of the Review App  
    1. 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.
    2. In Viewer 2, redaction icons display to the far right of the document info bar over the annotations bar.


    3. 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.

    4. 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.


    5. The reviewer may add more redactions in the Redaction Viewer if needed, then click the save icon and return to the Review app.
    6. The Redaction count will remain the original count until the Refresh Redactions icon is clicked.


    7. 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
    1. 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.
    2. Fix: A scroll bar has been added to the Visible Columns dialog to enable display of all items.
  • Upgrade Angular Development Framework   REV-2567
    1. 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
    1. Issue: The user receives an Unknown Error red toast when trying to Accept a filing.
    2. 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
    1. Issue: When the reviewer views a redacted document, the Transmitted document sometimes also has unexpected pink boxes offset from the redaction.
    2. 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
    1. 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.
    2. 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
    1. Issue: Some envelopes cause an error when the reviewer clicks Accept, Reject or End Review.
    2. 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
    1. Allow Reviewer to View Location in Review Queue.

    2. To view the Location column in the Review Queue, check the checkbox in the Visible Columns menu.
    3. By default, the Location column does not display.

Internal Updates

  • File into this Case option is missing from the overflow menu   REV-2970
    1. 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.
    2. 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
    1. 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.
    2. 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
    1. 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.
    2. 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
    1. 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.
    2. 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
    1. 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
    1. 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.
    2. 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
    1. Issue: The Reviewer and Date information is not displaying in Envelope Lookup.
    2. 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
    1. Issue: During review, the redacted information has an opaque black bar covering it, which prevents the reviewer from seeing what info is being redacted.
    2. 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
    1. 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
    1. 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
    1. 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
    1. 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.
    2. 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
    1. Issue: New Search for Case button is always available to all reviewers.
    2. Fix: Hide Search for Case button for all reviewers.

New Functionality

  • Create DFC for Case Button   REV-2937
    1. 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
    1. Issue: New Search for Case button is always available to all reviewers.
    2. Fix: Hide Search for Case button for all reviewers.

New Functionality

  • Create DFC for Search for Case   REV-2937
    1. 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
    1. Issue: Red error toast indicates redaction issue although redaction is not available yet in Viewer 1.
    2. Fix: Update redaction so that redacted documents do not cause the red toast error.

New Functionality

  • Update Viewer 1 PDFTron WebViewer version   REV-2776
    1. 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
    1. 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
    1. Review now reflects Fee Effective dates for case and filing fees in the Fees panel and Envelope Details.
    2. EFM version 2024.0.0 allows admins to configure different fee amounts for different date ranges for the same fee.
    3. 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.

    4. 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.

    5. 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
    1. 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.
    2. 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.

    3. 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:
    4. Case initiation envelopes.

    5. Envelopes that have a filing with an error or an action taken.

    6. Envelopes that contain filings with multiple parties responsible for fees associated to additional services.

    7. 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.

    8. 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.

    9. Search for Case merges the incoming envelope's information to an existing case, and may not be undone once it is complete.
    10. 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.
    11. Service contacts on Existing Parties in the original envelope are not moved to the case.

    12. 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
    1. Issue: Users on an extremely high-volume site were unable to efile or review filings.
    2. 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.

New Functionality

None added in this version

Internal Updates

None added in this version

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