HOTFIX – 2023.1.2.902 – Stage Deployed 1/25/2023

Client Reported Issues

• CSM Sign In sometimes must be selected twice REV-2035
  1. Issue: When Composable Security Model (CSM) is enabled, the user is required to click Sign In twice.
  2. Fix: The user is able to sign in by clicking Sign In once as expected.
  3. NOTE: Currently CSM is in limited use. No changes have been made to the roles assigned to your users at this time.

2023.1.2.888 – Stage Deployed 1/19/2023

Client Reported Issues

None added in this version

New Functionality

Composable Security Model (CSM)

Composable security allows site administrators to configure custom roles to enable specific rights for users.

• NOTE: Currently CSM is in limited use. No changes have been made to the roles assigned to your users at this time.
• The existing Review roles (Filer, Court User, Court Admin, Reviewer, etc.) are created in CSM so that the same roles can be applied to users when CSM is enabled.
• To enable CSM for the eSolutions product suite, contact your Tyler Client Support manager.

The following projects describe functionality that the Court Admin will use when CSM is enabled on the site:

• Sign In for CSM-enabled Tenants REV-1929
1. When the user signs in, they have access to the same functionality they did before CSM was enabled. Envelopes in Envelope Lookup and Review Queue are still accessible and can be worked. Changes to the user's roles and rights will continue to be reflected in CSM.
• Court Admin for CSM user roles - Table of users REV-1993
  1. The Users list in Court Admin has been updated to include CSM roles currently assigned to the user.
  2. Currently only Attorney is listed in the Filter dropdown control. Future development work will populate the Filter dropdown with the roles available for the users in the court firm.

  

• Court Admin Edit User using CSM - User details REV-1995
  1. When the Court Admin clicks on a user's edit icon, the details dialog lists all roles available to the user, including new CSM roles configured by the site administrator.
  2. Roles are sorted in alphabetical order going across and then down the list.
  3. CSM roles can be assigned to specific nodes so all will have the location pin icon when selected.

  

Internal Fixes

None added in this version

HOTFIX – Stage Deployed 1/11/2023

Client Reported Issues

• MN (STAGE/TRAIN) - Error message received when Deleting a Party ESS-7765
  1. Issue: After deleting a non-required party, user receives error reading "An error occurred deleting the party". The party remains in the Party tab until End Review is selected and envelope is reopened.
  2. Fix: Error message no longer displays and party is correctly deleted.

2023.1.1.865 – Stage Deployed 1/9/2023, Production Deployed 1/12/2023

Client Reported Issues

• OR PROD Review History SQL Timeout REV-7567
  1. Issue: Application timeout occurs when searching in Review History after entering only a case number.
  2. Fix: Update proc to process the query differently when a CaseNumber is included in the Review History search filter.

New Functionality

None added in this version

Internal Fixes

• Error occurs after saving user REV-2020
  1. A red toast error no longer occurs when the user's name, roles, or both are updated and saved.

2023.1.0.854 – Stage Deployed 12/20/2022, Production Deployed 1/5/2023

Client Reported Issues

None added in this version

New Functionality

• Notification for Account Lock REV-1493
1. The user can now choose to turn off email notifications of account locks on the Manage Notifications page of their User Profile.



• Return for Correction Action REV-1497
  1. A new Return action has been added to allow reviewers to return filings with configured reasons.

  

  2. The Return Filing dialog requires that the user select a reason for the return and optionally enter related comments.

  

  3. When the envelope has multiple filings, the reviewer can return selected filings as long as the user has viewed the first document of each filing.

  

• Ability to Document Refunded or Voided Fees REV-1595
  1. The reviewer with the CanIndicateRefund role can now document Refunds and Voids relevant to the envelope.
  2. NOTE: There is no actual fee capture in this process. This is a manual update to an envelope to synchronize the fees with Chase and the CMS since the Review App never knows about it.
  3. A new menu item named Refunded and Voided Fees has been added to the ellipsis menu in Review History and Envelope Lookup.

     

  4. The menu item accesses a dialog where the reviewer enters information relevant to the refund or void.

  

  5. When saved, the information displays below the Fees section in Envelope Details.

     

• Display Envelope Rerouting Info in Queue and History REV-1807
  1. When a queue is configured to reroute envelopes that have been in a specified queue, the date and time icon will display to the left of the envelope number in the Review Queue.

  

  1. A tooltip on the timer icon displays the rerouting information, which includes the queue to which the envelope will be moved if it hasn't been completed by the specified date and time.

  

  1. The envelope displays a banner in the header containing the rerouting information.

  

Internal Fixes

None added in this version

2022.12.1.848 – Stage Deployed 12/12/2022, Production Deployed 12/15/2023

Client Reported Issues

• Party display order causes case to be created with wrong style REV-1479
  1. Issue: Party display order in Review always listed parties required for the case type at the top of the party list, regardless of the order they were added by the filer. Other parties were grouped in the list by party type.
  2. Fix: Parties now list in the order they were added to the envelope by the filer like Silverlight did. Other locations in the eFile & Serve Review Queue will continue to list the parties as they originally displayed.
• Remove incorrect count of redactions in the document REV-2005
  1. Issue: The top of the document viewer displayed 3 redaction icons and a tooltip indicating that there were 0 redactions on the document regardless of how many redactions were actually on the document.
  2. Fix: The redaction icons have been removed for the time being so as not to be misleading. The icon and tooltip will be added back to the header area when the document service is updated to correctly reflect the redaction count. Other redaction-related icons will be added when the functionality is completed in the future.
• Envelope Detail sometimes doesn't display the Envelope or Filing panels REV-2007
  1. Issue: The Envelope Details page for envelopes at certain locations was not displaying the Envelope or Filing sections. The Envelope and Filings panel also sometimes caused a null reference.
  2. Fix: The Envelope Details page now displays all sections even when the court does not have AllowInitial or AllowSubsequent configured.

New Functionality

None added in this version

Internal Fixes

None added in this version

2022.12.0.839 – Stage Deployed 11/28/2022, Production Deployed 12/1/2022

Client Reported Issues

• Rotate icon in Document Viewer 2 headers isn't working REV-1925
  1. Note: Version 2 of the Document Viewer is being tested by a limited number of clients but will be rolled out to broader distribution in the coming weeks.
  2. Issue: Clicking the Rotate page icon in the new viewer did not do anything.
  3. Fix: The page now correctly rotates when the user clicks the Rotate page icon.



• Annotations are not working on pages rotated in Document Viewer 2 REV-1808
  1. Note: Version 2 of the Document Viewer is being tested by a limited number of clients but will be rolled out to broader distribution in the coming weeks.
  2. Issue: Manually added annotations disappeared from the page when the page was rotated and the envelope completed.
  3. Fix: Stamps now remain on the page when a page is rotated before or after the stamp is added.
• Allow court admins to check/uncheck “Is Complete” check box in Review History REV-1958
  1. Issue: The “Is Complete” checkbox in Review History for all envelopes was not enabled for Court Admin users to check or uncheck.
  2. Fix: Enable Is Complete checkbox for all envelopes for Court Admin users.

New Functionality

None added in this version

Internal Fixes

None added in this version

2022.11.2.828 – Stage Deployed 11/14/2022, Production Deployed 11/22/2022

Client Reported Issues

None added in this version

New Functionality

Note: The In-App functionality described in the bullets below is currently being tested by a single client environment and cannot be enabled elsewhere at this time

• REV-1956 - Create In-App Notification section under onmnibar
  1. Added section immediately under eFile & Serve Review Queue header bar to display in-app notifications.
  2. Each separate notification displays in its own row.
  3. Notifications can be dismissed by clicking the X to the right of the message. All notifications are dismissed when the user refreshes the page with F4 or Control+R.

• REV-1957 - Create Notification Admin page
  1. The Notification Admin page is available to users with the Court Admin role.
  2. This functionality is enabled for the entire client and not for specific courts.
  3. Notifications can be sent to a specific audience, currently Reviewers or All. When other applications (EFSP, re:Search, etc.) are able to support notifications, messages sent from this page will display in those applications.
  4. This page will be used until the notification administration is available in Admin Console.
  5. A future iteration of this behavior will allow the notification admin to schedule when this notification displays. Until scheduling is available, notifications will be sent immediately to all audience users who are logged in at the time the message is sent.

• REV-1959 - Add SignalR In-App Notification service
  1. Development work to create the service to support In-App Notifications across File & Serve products.

Internal Fixes

None added in this version

2022.11.1.818 – Stage Deployed 11/7/2022, Production Deployed 11/10/2022

Client Reported Issues

• DOB field does not indicate desired format, nor does it instruct users how to fix it in order to save REV-1214
  1. Fix: The Date of Birth field displays a sample date format in gray text but now also shows a pink error message indicating the required format when the date is entered incorrectly.

New Functionality

None added in this version

Internal Fixes

• Submitted date row does not display in Proposed Order Draft Under Review envelope header REV-1945
  1. The submitted date row now displays correctly when the envelope is in Draft Under Review status.

2022.10.3.809 – Stage Deployed 10/31/2022, Production Deployed 11/3/2022

Client Reported Issues

• Reviewer App should not allow reviewers to change Filing Code to Serve Only ESS-4986
  1. Fix: Filing codes configured for service only are no longer listed in filing code types during review.

• Envelope header is word wrapping incorrectly ESS-6134
  1. Fix: Envelope number and case number row spans the width of the header again.

New Functionality

None added in this version

Internal Fixes

• Sign in confirmation screen does not dismiss itself as it has previously REV-1938
  1. The sign in process now does not require the user to OK the confirmation screen.
• Incorrect Filing Status Displayed in Envelope Lookup REV-1942
  1. When the site is configured to send all filings in an envelope to the CMS at one time rather than as they are reviewed, the filing status displays as “Reviewed” in Envelope Lookup and Review History until all filings are completed.
• Show workflow exception for reviewers in CourtAdmin role REV-1943
  1. Reviewers with the Court Amin role will be able to view the full workflow exception for errored envelopes.
• Additional Security for Court Admin Save User REV-1893
  1. When a user does not have Court Admin rights, they can still access and update their User Profile but no items in Court Admin.
• Updated Envelope Lookup status filter REV-1849
  1. The Envelope Lookup status filter for Error / Processing was updated to include Reviewed. The filter label now shows “Error / Processing / Reviewed”.