2025.3.1.xxx – Stage to be Deployed 4/14/2025, Production to be Deployed 4/24/2025

Client Reported Issues

• Incorrect case search results are returned in Envelope Lookup when searching for a case number ending with a hyphen followed by a single digit   ESS-20380
  1. Issue: When the user attempts to search for a case ending with a hyphen and a single digit, the Envelope Lookup results include cases that start with the prior numbers rather than the specific number entered.
  2. Fix: The SQL query was updated to return the exact match when searching by case number in Envelope Lookup.

New Functionality

None added in this version

Internal Updates

• Lead Attorney dropdown displays instead of the View Attorney hyperlink   REV-3537
  1. Issue: Lead Attorney dropdown displays instead of the View Attorney hyperlink.
  2. Fix: The View Attorney hyperlink now properly displays to access available attorneys.
• Offense Time always displays 12:00 AM and does not honor from and to times across days   REV-3423
  1. Issue: When the filer submits an offense date but does not include a time, Review was always displaying 12:00 AM.
     Also, when a To and From date are submitted, the time was not considered valid if the From time was later in the day than the To time.
  2. Fix: Omit the display of 12:00 AM.
     Associate the From Date and Time to one another, and associate the To Date and Time to one another when the fields are populated.
• Add Multiple Parties Responsible for Fees (MPRFF) changes to Audit Log   REV-2682
  1. Issue: Changes to the MPRFF in Additional Services of the Filing Details panel were not being captured in the Audit Log.
  2. Fix: The Audit Log now accurately reflects changes to the MPRFF.

2025.3.0.1718 – Stage Deployed 3/27/2025, Production Deployed 4/3/2025

Client Reported Issues

• Errored Occurred Deleting the Party During Review   ESS-18735
  1. Issue: When the user attempts to remove a party from the envelope by clicking the trash can icon, red toast displays, "Error Occurred Deteing the party."
  2. Fix: Optional parties added in the envelope can now be deleted without errors.

New Functionality

• Add Confirmation Dialog for Manual Accept Action   REV-3477
  1. When a user selects the Manual Accept action in an envelope that will generate a new case, the Case Number field and a new notification display in the dialog.
     The notification reads: By using the Manual Accept action on this filing, no filing or fee information will transmit, and no documents will be stamped. Click Accept to confirm, or Exit to cancel.
  2. When a user selects the Manual Accept action in a subsequent filing envelope, a dialog now displays with the blue notification.
     The notification reads: By using the Manual Accept action on this filing, no filing or fee information will transmit, and no documents will be stamped. Click Accept to confirm, or Exit to cancel.

Internal Updates

• Notify User to Refresh Redactions in Viewer 1   REV-3467
  1. Issue: Redactions do not automatically refresh when opening the envelope in Viewer 1.
  2. Fix: The yellow banner message has been updated in Viewer 1 to notify user to manually refresh redactions.
     The banner now reads: One or more documents in this envelope have been redacted. To view all existing redactions on the current document, click the REFRESH REDACTIONS button.
     If you have the rights to add or edit redactions on a document, you can click the REDACTION button in the annotations section to open the Redaction Editor in a separate window.

2025.2.1.1704 – Stage Deployed 3/10/2025, Production Deployed 3/20/2025

Client Reported Issues

• Unable to protect case   ESS-19866
  1. Issue: The case is never found when the user searches the correct location in Protect Case, Expunge Case or Find Case.
  2. Fix: The Viewer Services Controller was updated in Production to include the FindCase function.

• Accept and Receipt Actions are both available with some Proposed order configurations   ESS-20141
  1. Issue: When a filing code is configured as a Proposed Order and also to Send to CMS, both Accept and Receipt actions are available.
  2. Fix: Only the Receipt action will be available for Proposed Orders, though Send to CMS will still occur when configured.

New Functionality

• Add Case Information to Envelope Lookup and Review History screens   REV-1516
  1. Case Location, Case Category and Case Type now display on each envelope card in Envelope Lookup and Review History.
     

• Show "Expired" in Envelope Details for expired document links   REV-1451
  1. Based on the DocumentExpiration configuration at a location, "Expired" will display next to the document link names.
     When the user hovers over the text or attempts to click, a tooltip will display explaining the expiration.
     

• Move selected filter items to the top of the list in Envelope Lookup   REV-2144
  1. When the reviewer selects a filter item from the Status or Locations filter, that item will now move to the top of the list in the filter, immediately under the search field.
     

• Move selected filter items to the top of the list in Review History   REV-2145
  1. When the reviewer selects a filter item from the Filing Codes, Case Types, Locations or Reviewers filter, that item will now move to the top of the list in the filter, immediately under the search field.
     

Internal Updates

• Switch Defer and Manual Accept in Actions list   REV-3476
  1. Issue: Users occasionally inadvertently select Manual Accept rather than another action in the Actions panel.
  2. Fix: The Manual Accept action now appears at the bottom of the Actions list for those users with rights at the queue for Manual Accept.
     The next version of Review is expected to have a confirmation dialog for the Manual Accept action to reduce the risk of unintentionally processing the action.
• Unable to delete an optional party   REV-3485
  1. Issue: When the user clicks the trash can to delete an optional party, a red toast is displayed that reads, "An error occurred deleting the party."
  2. Fix: The user is now able to delete an optional party without a red toast error.
• Verify Party Use Filer Party section suffixes are missing   REV-3482
  1. Issue: In the Verify Party panel, suffixes are missing in the Use Filer Party section.
  2. Fix: Party suffixes now display and are available for Use Filer Party.
• Review History Save Filter doesn't include selection of Reviewers   REV-3494
  1. Issue: When the user selects Reviewers and Save Filter in the Review History page, the selection is not saved.
  2. Fix: The Save Filter in Review History now includes the selection of Reviewers.
• Adding a new firm attorney removes the preselected ones from the party   REV-3420
  1. Issue: Attorney selection is removed when the user selects Add New Attorney in the Party Details panel.
  2. Fix: The prior attorney selection is now persisted when the user selects Add New Attorney.
• Long party name does not wrap in Assoc. Parties panel   REV-3419
  1. Issue: When the party name is longer than the width of the Assoc. Parties panel, the name runs off to the right and is truncated.
  2. Fix: When a party name is longer than the width of the Assoc. Parties panel, the name now wraps to multiple lines as needed.
• Viewer 1 - Auto-redactions are not displaying and spinner loads indefinitely   REV-3266
  1. Issue: In Viewer 1, when a document with redactions is opened, the Redaction spinner loads continuously but no redactions are displayed.
  2. Fix: Auto redactions now correctly display when a document is opened in Viewer 1.
• Viewer 1 - Redactions are dropped when refreshed   REV-3421
  1. Issue: When the Refresh Redaction button is clicked, existing redactions are removed in Viewer 1.
  2. Fix: Redactions now persist when the Refresh Redactions button is clicked in Viewer 1.

2025.2.0.1679 – Stage Deployed 2/24/2025, Production Deployed 3/6/2025

Client Reported Issues

• Long filename renders Filings Description and tabs UI unusable - tab is too wide   ESS-12600
  1. Issue: When a filename is longer than the width of the Filing Detail panel, the text control expands to the width of the filename.
  2. Fix: The filename field now wraps to limit the width of the Filing Detail panel so that the Assoc. Parties and Services tabs is always available.
• Filings that appear to be accepted are forwarding to Judge's queue   ESS-17370
  1. Issue: When an envelope containing two filings is forwarded to another queue, the filings continue to show Under Review.
     This happens when the first filing code is changed and accepted, then the second filing code changed, fees are viewed, and it is forwarded to a different queue. .
  2. Fix: Code was updated to correctly present the action taken and associated comments before the envelope is forwarded to the new queue..
• Deferred Date Functionality Issue   ESS-19749
  1. Issue: Deferred Date included the time the envelope was originally deferred, so the envelope did not appear in the Review Queue until after that time on the deferred date.
  2. Fix: The deferred date no longer includes the time of the original deferral. The envelope now displays in the Review Queue as of 12:00 AM on the deferred date.
• Long Business Name does not wrap   ESS-12637
  1. Issue: In the Party Information panel, the Business Name field displays only a single line regardless of the length of the name.
  2. Fix: The Business Name field now wraps so the entire name will display.

New Functionality

• Support Subsequent Actions in Review   REV-3188
  
  
  1. When a filer submits a subsequent action into an existing case, whether open or disposed, the Review app will display the
     associated Lead case information.
     
  2. The Lead Case Number displays in the header of the envelope next to the Submitted Date and Time.
     
  3. A yellow banner also displays above the document viewer to notify the user that the envelope is subordinate to the lead case.
     The following screenshot shows another yellow notification banner.
     If more than one item exists, the reviewer can click the "Show All" button at the top right to access all of the notifications.

     

     
     

  

  4. The yellow banner includes an icon to the far right to access a panel displaying the lead case information.
  5. The Case Detail panel also displays a hyperlink with the Lead Case Number. This hyperlink also displays the panel with the lead case information.

     

  6. The reviewer can click the "Close Lead Case Information" button at the top of the panel to dismiss it.
     
     
• Display Fail Submission Warning on Errored Envelopes   REV-3415
  
  
  1. When a reviewer selects the Fail Submission action on an envelope with errors, a new warning will now appear.
     This warning explains that some items in the filing may have been partially created in the case management system and are not affected by the Fail Submission action.
     Partially created items may include parties, cases, events, fees and other items, which will need to be manually removed through a separate process.
  2. The warning displays after the user clicks the Fail Submission button on the action dialog the first time.

     

  3. The user must click the Submission Fail button again to confirm and complete the action.
     

Internal Updates

• Lead Attorney page should scroll   REV-1650
  1. Issue: When many attorneys are selected for a party, the Lead Attorney selection panel does not scroll in order to reach the Add Attorneys button.
  2. Fix: The Add Attorneys button is now available regardless of the number of attorneys selected for the party.
• Correct Charge list and Detail issues   REV-1330
  1. Issue: Selected charges were not being highlighted when the user closed the Details panel.
     The charge did not remain highlighted when the user moved from one page to another in a long list of charges.
  2. Fix: Charges now display as selected when returning from the Details panel, and the Back and Next buttons enable as expected.
• Confirmation should be required when a Case Cross Reference Number is deleted   REV-1268
  1. Issue: When the user selected the Delete button for Case Cross Reference Number, the number was immediately deleted.
  2. Fix: The user now must click a confirmation when the Delete button is clicked to remove a Case Cross Reference Number.

2025.1.0.1662 – Stage Deployed 2/11/2025, Production to be Deployed 2/20/2025

Client Reported Issues

• Sanity Check Error occurring in CA Production   ESS-12596, ESS-19490, ESS-19732
  1. Issue: Envelopes sometimes error with a System Exception indicating a Sanity check failure.
  2. Fix: Extraneous empty XFDF images are now being ignored in PDFs in order to prevent errors due to Sanity check failure.
• Users Seeing Other Counties Envelopes/Cases Under Envelope Lookup   ESS-19813
  1. Issue: Users can see envelopes in envelope lookup to which they do not have access.
  2. Fix: Updated code so that Envelope Lookup is filtering the results by the user's available locations when All Filings is selected.

New Functionality

• Display Rejection Warning on Errored Envelopes   REV-3406
  
  
  1. When a reviewer rejects or returns an envelope with errors, a new warning will now appear.
     This warning explains that some items in the filing may have been partially created in the case management system and are not affected by the return or reject action.
     Partially created items may include parties, cases, events, fees and other items, which will need to be manually removed through a separate process.
  2. The warning displays after the user clicks the Reject or Return button on the action dialog the first time.

     

  3. The user must click the Reject or Return button again to confirm and complete the action.
  4. The same warning displays when multiple filings are being returned or rejected in an errored envelope.

     

     
     
• Move selected filter items to top of list in Review Queue   REV-2143
  
  
  1. When the reviewer selects a filter item from the Queues, Filing Types, Case Types or Locations filter, that item will now move to the top of the list in the filter, immediately under the search field.
     

     

  2. When the reviewer applies the filters and returns to the filter, the selected items remain at the top until they are deselected, when they will sort into the unselected items list.
     Note that the text search filter can still be used to add items to the selection.
     

     

Internal Updates

None added in this version

HOTFIX – 2025.0.1.1647 – Stage Deployment 1/24/2025, Production Deployed 1/30/2025

Client Reported Issues

None added in this version

New Functionality

None added in this version

Internal Updates

• Red asterisks display next to $0.00 amounts for Waiver Payment Type   REV-3387
  1. The Fees panel was updated to remove the extraneous red asterisks when a Waiver payment type is used.
• The Review app spins when Docket Date or Docket Time are updated   REV-3388
  1. The Review app was stuck spinning processing updates to the Docket Date or Docket Time, but has been updated to correctly reflect and save changes.
• Document dropdown shows "Loading..." instead of Document Name   REV-3386
  1. A null refrenece error was causing the document dropdown not to properly load.

HOTFIX – 2025.0.1.1637 – Stage Deployment 1/23/2025, Production Deployed 1/30/2025

Client Reported Issues

• Red error toasts accessing Fees panel   ESS-19668
  1. Issue: Reviewer receives red error toast when starting to review an envelope and recurs when making changes in the envelope. The Fees tab doesn't display any information.
  2. Fix: Procs expecting tables that do not exist in older versions of the EFM were updated to check for those tables rather than erroring.

New Functionality

None added in this version

Internal Updates

None added in this version

2025.0.1.1637 – Stage Deployment 1/23/2025, Production Deployed 1/30/2025

Client Reported Issues

• Error Message 'Email Already Exists' When Adding a Court User Without an Email Address   ESS-17425
  1. Issue: When a new user was added in Court Admin, the user received an error message that the email already existed.
  2. Fix: A new user can no longer be added in Court Admin until a properly formatted email address is entered.
• Party can be added to envelope after phase 1 is complete   ESS-17763
  1. Issue: When a filing processed partially and the first phase was complete, the Review app allowed the user to add a party to the envelope.
  2. Fix: The Review app now prevents the addition of a party to an envelope once a filing has completed phase 1 of the integration to the CMS.
• Charge Issues with New Criminal Cases in Review App   ESS-19169
  1. Issue: The initial display of the All tab and the Charges tab was incorrect. The user received intermittent errors indicating the degree was required.
  2. Fix: The All tab and Charges tab now display correct criminal charge information, and the degree field is now properly validated.
• Unable to scroll to see document security dropdown   ESS-14727
  1. Issue: The document security dropdown was hidden by the bottom banner rather than being fully visible in the Filing Details panel.
  2. Fix: Additional space has been added to move the Document Security dropdown up from the bottom banner.
• Clerks have the ability to copy docket dates and edit time when they should not   ESS-19311
  1. Issue: Clerks were able to copy docket dates and edit time when they did not have the role required to do so.
  2. Fix: The Copy Docket Date and Edit Time functionality is now properly available depending on the user's role.
• Schema Validation error: The 'Line 1' element is invalid   ESS-18911
  1. Issue: When a field in the required address field group has only a space character, the envelope errored with a valiations error reading: The 'Line1' element is invalid -
     The value '' is invalid according to its datatype 'BASE.REQUIREDSTRING64' - The actual length is less than the MinLength value.
  2. Fix: The space character is now ignored in the address fields so that the user must enter a valid character.

The following items were included in this version of Review, but inadvertently excluded from Version Notes until 2/10/2025.

• Case Type Filters show multiple of the same in Review History   ESS-17643
  1. Issue: When the reviewer enters a search in Case Types filter in Review History, there are multiple case types that can be selected.
     Fix: A new tooltip displays the Location of each case type in the Case Type filter in Review History so the Reviewer can determine the correct ones to select.
• Red error messages during review as Viewer tries to load an EnvelopeID of 0   ESS-19574, REV-3365
  1. Issue: Bug was introduced during another fix and user received red toasts when forwarding an envelope and returning to the Review Queue.
     Fix: A code fix was made to properly process the envelope after forwarding an envelope with 'Return to Queue' preference.
• Filed Date Displays Incorrect Date and Time in Envelope Details   ESS-19424
  1. Issue: A default date of 01/02/0001 12:AM LMT displays in Filed Date when the date is not returned by the CMS.
     Fix: Placeholder text reading 'No Date Provided' is displayed if no such data is available for the Filed Date field in Case Summary/Information Panel,
     
• User gets kicked out of envelopes when navigating queue rapidly   ESS-19127
  1. Issue: The Review App was allowing the envelope from the next queue page to load even after a different envelope has been selected.
     Fix: The Review Queue has been updated so that if an envelope has been selected and the webviewer is loading a new page, the selected envelope is opened as expected.
• Envelope number search field is closed when applied in Envelope Lookup   ESS-19066
  1. Issue: When the user clicks Apply to search for an envelope number in Envelope Lookup, the field closes.
     Fix: Envelope Lookup now leaves the Envelope # field open when the number is searched.
• An error occurred deleting the party   ESS-19611
  1. Issue: When attempting to delete a party in the Review app, clients encountered a red toast error that prevented the party from being deleted.
  2. Fix: The logic being called when deleting a party has been updated to account for data being in the table, and will now delete that entry in the appropriate order.

New Functionality

None added in this version

Internal Updates

• Rejection comments continue to display in Envelope Details when filing is no longer in a Rejected state   REV-3358
  1. Rejection comments are now removed from Envelope Details when the filing is no longer in a Rejected state.
• Save Filter does not include Case Number or Envelope Number   REV-2009
  1. The Save Filter now includes Case Number and Envelope Number if either field is populated when the filter is saved.

The following items were included in this version of Review, but inadvertently excluded from Version Notes until 2/10/2025.

• Don't send prff change Partial Waiver message if there are no partial waivers   REV-3348
  1. An update was made to prevent partial waiver notification if the envelope has no partial waivers.
• Accept Multiple Filings no longer requires that the user views the first document of each filing   REV-3336
  1. Accept Multiple Filings now requires that the reviewer has viewed at least the first document of a filing before accepting the filing.

2025.0.0.1598 – Stage Deployment 12/17/2024, Production Deployed 1/9/2025

Client Reported Issues

• Prevent "An action was previously completed" red toast on sites with SendAllFilingsAtOnce   ESS-18884, ESS-18850
  1. Issue: The reviewer is unable to accept a filing due to a red toast error reading, "An action was previously completed". In envelopes with multiple filings at locations configured with SendAllFilingsAtOnce , the error occurs when a filing is rejected and the review is ended without an action taken on each filing.
  2. Fix: Code has been updated to prevent red toast.
• The user is unable to scroll to see document security dropdown   ESS-4727
  1. Issue: The user is unable to scroll to see document security dropdown carrot, but can actually click cursor in area to see "hidden" document security selection.
  2. Fix: Padding has been added at the bottom of the Filings panel to provide room for the document security dropdown to display.
• Review History Export Issues with Date   ESS-15930
  1. Issue: The export feature in Envelope Lookup is using UTC time rather than client local time.
  2. Fix: Code has been added to convert the UTC time to Client local time in export feature for Envelope Lookup screen.

New Functionality

None added in this version

Internal Updates

• Show DOB when invalid date is entered by filer or reviewer and enforce regex if set   REV-3241
  1. Rather than removing an invalid date of birth and replacing it with 01-01-0001, the originally entered date is retained and the acceptable minimum date is displayed.
     Likewise, if the configuration contains a regular expression to limit a date, the regex will be enforced.
• Forwarded envelope's filing code and doc dropdown disappear when searched by number   REV-3155
  1. When the reviewer preference is set to View next envelope and a single envelope is in the review queue, such as when searching for a single envelope number,
     the envelope's filing code and document dropdown over the document viewer would disappear when the envelope was forwarded.

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