Bug Fix Release to Production Thursday, May 16, 2024
2024.4.0.xxx – Stage to be Deployed 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 2024.4.0.xxx
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 signficantly 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
2024.3.0.1421 – Stage Deployed 4/1/2024, Production Deployed 4/4/2024
Client Reported Issues
Redaction Incomplete Error on certain envelopes ESS-15435
Issue: When the reviewer accepts some envelopes, a Redaction Incomplete error indicates that redaction is still in progress when it is actually complete.
Fix: A code change was made to reflect the correct redaction status so the reviewer can continue accepting the envelope when redaction is complete.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.2.2.1400 – Stage Deployed 3/19/2024, Production Deployed 3/28/2024
Client Reported Issues
Envelope Document did not Transmit ESS-11023
Issue: Document is not being transmitted to the CMS after the filing is accepted. Multiple job processes for the same filing are kicked off within seconds of each other,
which caused overlap between the jobs and can result in the document handling being fumbled.
Fix: Added a configurable wait with a default of 2 minutes between when a user can attempt an action on a filing to prevent job overlap.
If the user attempts an action within that 2 minutes, they will get a notification to try again if necessary after the 2 minutes has elapsed.
HTTP failure error message in Review App ESS-14743
Issue: Some locations are getting toast sporadic errors on the call to api/config/reviewapp. This is preventing them from reviewing envelopes.
Some users are also getting sporadic api/invoke errors.
Fix: Changed the method of calling api/config/reviewapp to include the error message, if it's provided by http. The method now used is the method used extensively throughout the app without issue. Also changed the call to api/invoke to include the request in cloudwatch. Although this won't fix the api/invoke issue, it will provide troubleshooting information for a future fix.
Changes in Review History Access ESS-14621
Issue: Users without the Court Admin role were able to view the Review History of other users in their court.
Fix: Access to Review History items is now limited to envelopes reviewed by the user currently signed in if they do not have the Court Admin role.
Page Manipulation options in Viewer 2 need to be disabled. ESS-13527, ESS-13528
Issue: The reviewer was able to access Compare, Replace, Delete and Move Pages functionality in the Review App.
Fix: The Page Manipulation menu items are now removed.
New Functionality
Support more than one party responsible for fees (Multiple Parties Responsible for Fees - MPRFF) REV-1755
Parties other than the envelope-wide party responsible for fees can now be specified for Additional Services configured to require them.
The Review App functionality is similar to the Tyler eFile&Serve EFSP functionality, and requires thet the client be upgraded to EFM version 2024.1.
When an Additional Service configured as MPRFF is selected, the "Associate Parties" link will become active and require at least one party be selected.
When parties are selected, the link will indicate the number of parties selected.
The modal dialog accessed by the link will allow the user to view and edit the parties selected for that Additional Service as well as their payment account, if they are paying by waiver.
The Fees panel will reflect the selected parties and their fees or an indication of the waiver payment type for each Additional Service.
Envelope Details will reflect the selected parties and their fees or an indication of the waiver payment type for each Additional Service.
NOTE: The Multiple Parties Responsible for Fees functionality requires EFM Version 2024.1.0.
Internal Updates
Case Cross Reference number cannot be edited in reviewer app REV-2883
Issue: Case Cross Reference type was not populated and cannot be edited – the dropdown menu is blank.
Fix: When no case cross reference codes are related to a case type, all case cross reference codes at that location will be available.
2024.2.1.1390 – Stage Deployed 3/12/2024, Production Deployed 3/14/2024
Client Reported Issues
Review Queue filter populates with Queues that are empty and not visible ESS-15014
Issue: After when a queue is made not visible at all locations, users are still seeing the queue listed in the filter and their available queue menus.
Fix: Users will no longer see queues that are not visible.
User must click manual stamp tool twice to select it after changing documents ESS-15032
Issue: After moving to another document in the envelope, reviewers have to click text and image manual stamps twice to activate the stamps.
Fix: Image and text stamps are now selected on the first click after changing documents.
New Functionality
None added in this version
Internal Updates
None added in this version
HOTFIX – 2024.2.0.1382 – Stage Deployed 3/6/2024, Production Deployed 3/7/2024
Updates did not include a change to viewer (user interface) so the version number did not change.
Client Reported Issues
Clerks are unable to mark Complete from Review History ESS-15235, ESS-15050, ESS-15233, ESS-14941, ESS-15236
Issue: Review was not accurately returning whether or not an envelope was marked as complete in Review History.
Fix: Review was updated to accurately return whether or not an envelope was marked as complete in Review History.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.2.0.1382 – Stage Deployed 3/4/2024, Production Deployed 3/7/2024
Client Reported Issues
Unable to Accept due to filing code missing and no selection available in Filing code dropdown ESS-14926
Issue: The Accept action is not available when the filing code is assocated to the case type. The filer's selection of a filing code is not retained, and the filing code dropdown is unpopulated.
Fix: A code change was made to set null strings to a space, which allows filing codes to be returned when there are none associated to a case type.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.1.3.1368 – Stage Deployed 2/19/2024, Production Deployed 2/29/2024
Client Reported Issues
None added in this version
New Functionality
Honor Grace Period for Returned and Rejected Filings REV-2243
When the EFM is configured to support the copying of envelopes and grace periods, reviewers can allow filers to retain the original docket date only if rejected or returned filings are resubmitted within the grace period.
The grace period is calculated based on the date of the rejection or return.
As with the current Copy Docket Date functionality, when a copied envelope is reviewed, a yellow banner with a Copy Docket Date button displays.
When the grace period is defined at that location, the banner reads:
This envelope was copied from an envelope when a grace period was in effect. Click Copy Docket Date to use the original docket date.
If the grace period has expired for the envelope, the Copy Docket Date button is not available, and the banner reads:
This envelope was copied from an envelope after the original envelope's docket date grace period expired and is no longer eligible for Copy Docket Date.
If the grace period is not defined at the envelope's location, the Copy Docket Date button will be available and the banner will continue to read:
This Envelope has been copied from an Envelope which contains at least one Rejected or Submission Failed Filing.
NOTE: The grace period functionality requires EFM Version 2024.0.0.
Support Filing Blackout Dates REV-2244
When the EFM is configured with a blackout period, Review will display blackout information to the reviewer.
On signing in, the Review Queue page will display locations that the reviewer can access that are currently in a blackout.
Click on the Details button to see the list of the specific locations in the blackout.
When the dialog is dismissed, a banner continues to display at the top of the Review Queue to indicate the blackout.
Click on the Details button here as well to see the list of the specific locations in the blackout.
The Locations filter in the Review Queue displays "- location not available" in italics next to the location name. The filter is still functional.
When the envelope is opened, a banner displays indicating the blackout.
During the blackout, the CMS is completely unavailable.
- Cases searched in Review will return only the information in the File and Serve system, which may not be the same information currently in the CMS.
- Envelopes are not sent to the CMS, but are queued to be sent when the CMS is available.
When the blackout has ended, the system will automatically resume transmission of the envelope information to the CMS.
NOTE: The Filing Blackout Date functionality requires EFM Version 2024.0.0.
Internal Updates
TX HARRIS COUNTY DC PROD - Error: "An error occurred processing the envelope actions“ REV-14441
Issue: A specific envelope in TX Prod does not process Accept, Reject or End Review.
Fix: A code change was made to remove an unused portion of a query that was causing a database timeout.
2024.1.1.1363 – Stage Deployed 2/12/2024, Production Deployed 2/15/2024
Client Reported Issues
Review History cards incorrectly show the same reviewer and time for all filings in the envelope ESS-12630
Issue: When a reviewer accepts or returns a filing then ends review after another reviewer has acted on a filing, Review History displays the same reviewer name and time.
Fix: A code change was made to reflect the reviewer and time of the action on each individual filing in the envelope.
New Functionality
None added in this version
Internal Updates
None added in this version
HOTFIX – 2024.1.0.1353 – Stage Deployed 2/7/2024, Production Deployed 2/7/2024
Client Reported Issues
Text and image stamps do not appear to deselect in Stamps panel ESS-14798, ESS-14794, ESS-14005, etc.
Issue: When a stamp is selected to be placed on a document, the stamp remains highlighted in the Stamps panel even though the user has clicked it again or pressed the Escape key to deselect it.
Fix: A process was added to deselect the stamp in the Stamps panel when the user clicks the stamp again or presses the Escape key.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.1.0.1347 – Stage Deployed 1/30/2024, Production Deployed 2/1/2024
Client Reported Issues
Stamp indicates undefined, undefined for the Reviewer's name ESS-13929
Issue: When the reviewer applies a stamp with the reviewer's name, the <<Name>> token sometimes displays as undefined, undefined.
Fix: A code change was made to check for first, middle and last name and get the user detail again to ensure the current user name is used in the manual stamp.
If the user detail still returns null, the user will get this message: An error occurred loading stamp user information. If a stamp is needed, End Review and restart the review.
New Functionality
None added in this version
Internal Updates
None added in this version
HOTFIX – 2024.0.1.1340 – Stage Deployed 1/24/2024, Production Deployed 1/25/2024
Client Reported Issues
Business or Agency checkbox is not active when adding a new party on a subsequent filing in Review ESS-14588
Issue: When the reviewer adds a new party to a subsequent filing, the Business or Agency checkbox is not selectable.
Fix: The Business or Agency network checkbox is now enabled when a new party is being added during review of a subsequent filing.
Filing Additional Services issues when using Save / Next Reviewer is receiving notification messages on filings with no fees stating services will be removed ESS-14640
Issue: When the envelope has multiple filings with different fee configurations, the reviewer gets a notification that a service fee is being removed when that service option does not exist on the next filing.
This occurs only when moving from one filing to another using the Save/Next button.
Fix: Notification of service fee being removed is no longer displayed when moving to the next filing that does not have the selected service.
New Functionality
None added in this version
Internal Updates
None added in this version
2024.0.1.1334 – Stage Deployed 1/22/2024, Production Deployed 1/25/2024
Client Reported Issues
The Transmitted link shows an earlier version of the document ESS-14221
Issue: An earlier version of the document shows in the Transmitted link, instead of the later version that was actually transmitted to the CMS.
Fix: Document versions are now sorted by the TimestampCreated field and the most recent version of the document is surfaced in the Envelope Details document links.
The Envelope is missing filing codes and cannot be accepted ESS-12586
Issue: When the case type doesn't have any filing codes associated with it, no filing codes were available in Review, which prevents the filing from being accepted.
Fix: When an initial case type doesn't have any filing codes associated with it, all initial filing codes at that location should be available in Review.
Likewise with subsequent filings, if the case type doesn't have any filing codes associated with it, all initial filing codes at that location should be available in Review.
Filing service fees are no longer valid even though they were added during creation of envelope ESS-14138, ESS-13443
Issue: When filing codes are changed, optional services configured for the original filing code may not be configured for the new filing code.
Review is correctly displaying the yellow notification about the fee being invalid, but it is displaying after the filing is saved.
Fix: Review now notifies the user as soon as they change the filing code that the additional service(s) selected for the original filing code will be removed if the newly selected filing code does not also have the same additional service(s).
The user can then change back to the original filing code or click Cancel to restore the original filing code as needed.
New Functionality
None added in this version
Internal Updates
Show spinner indicator that a streaming document is being prepared to display REV-1669
When a large document is being streamed as configured, the user now sees a spinner to indicate that the system is working on the display of the document.
2024.0.0.1325 – Stage Deployed 1/8/2024, Production Deployed 1/18/2024
Client Reported Issues
Transmitted UnRedacted Copy link showing wrong document REV-1503
Issue: The links for Transmitted and Transmitted Unredacted copies of lead and attachment documents were incorrectly linked to other versions of the documents.
Fix: The links for Transmitted and Transmitted Unredacted copies of lead and attachment documents were incorrectly linked to other versions of the documents.
New Functionality
None added in this version
Internal Updates
The list of attorneys is not in alphabetical order REV-1669
The attorneys listed in the Party Attorneys dialog is now in alphabetical order by last name.
Business or Agency checkbox and Rep cap checkboxes are enabled for existing parties REV-1669
Business or Agency checkbox and Rep cap checkboxes are no longer enabled for existing parties.
Add Keyboard Shortcuts to Review History and Envelope Lookup REV-1746
The Review History and Envelope Lookup pages now have keyboard shortcuts similar to the Review Queue, where applicable.
To show and hide the keyboard shortcut list, press the Shift key and the ? key.
Shortcuts in Review History
Shortcuts in Envelope Lookup
HOTFIX – 2023.12.0.1312 – Stage Deployed 12/17/2023, Production Deployed 12/17/2023
Client Reported Issues
Original Docket Date cannot be applied to copied envelope ESS-14108
Copied envelopes are behaving as if copy docket date has a grace period in effect, but the location shows no grace period configured.
Grace period functionality will be introduced in a future release of the Review application.
New Functionality
None added in this version
Internal Updates
None added in this version
2023.12.0.1312 – Stage Deployed 12/14/2023, Production Deployed 12/14/2023
Client Reported Issues
None added in this version
New Functionality
None added in this version
Internal Updates
Exception thrown when StreamingSize attribute is not set REV-2615
When the new StreamingSize attribute did not exist before opening a document that would stream, Review gets an exception. This issue was fixed so that there is no requirement for the StreamingSize attribute to exist before attempting to use streaming.
2023.12.0.1308 – Stage Deployed 12/11/2023, Production Deployed 12/14/2023
Client Reported Issues
Added optional fees not being removed when filing code is changed ESS-13475
Issue: When a reviewer changes the filing code to one with no additional optional fees, the original optional fees continued to display in the Addl Fees tab.
Fix: When the filing code is changed, the Addl Fees dialog will update to reflect those configured for the new filing code.
Cancelled Filings should never be available to be reviewed ESS-9987
Issue: Filings that had been cancelled still displayed during review of the envelope.
Fix: Review no longer shows cancelled filings during envelope review.
Cancelled filings still display in the Review Queue if the envelope containing them has other filings that are not completed.
Sort by descending sorts first page by ascending ESS-9912
Issue: When Sort by Descending order is selected in the Review Queue, the first page lists envelopes in descending order, but other pages correctly list them in descending order.
Fix: Correct sort order of the first page so that the entire queue is sorted by descending order.
New Functionality
Allow Reviewer to View and Filter Queue by Bulk ID REV-2579
The Review Queue now has a Bulk # column to display the Bulk number associated to envelopes in the queue.
NOTE: The Bulk # will work only for clients on EFM 2024.0 or later, who are submitting envelopes using Bulk Filing in the Tyler Technologies EFSP.
To view the Bulk # column in the Review Queue, check the checkbox in the Visible Columns menu.
By default, the Batch # column does not display.
The Bulk # column can be sorted in ascending or descending order.
NOTE: Bulk envelopes may exist in multiple queues. The reviewer will see bulk envelopes only in queues where they have rights to view envelopes.
When the Bulk # column is visible in the Review Queue, the Bulk # filter will display, to allow the user to filter to envelopes included in a specific Bulk.
Internal Updates
Using X to close location picker in User Roles clears selection REV-2048
Issue: When the court admin views locations after using the X (close) icon in the location picker for assigning roles, all checkboxes are unchecked.
Fix: The X icon is no longer visible on the role location dialog. The user must select either the Continue or Cancel button.
Filing code change isn't reflected in panel until Save REV-2588
Issue: When the reviewer changes the filing code, the new filing code isn't updated in the blue panel header until the panel is saved.
Fix: Update the filing code in the blue panel header as soon as the reviewer selects a different filing code.
2023.11.1.1281 – Stage Deployed 11/17/2023, Production Deployed 11/30/2023
Client Reported Issues
BusinessName or LastName must have a value ESS-13475
Issue: When a reviewer changes the case category / case type to one with different required parties, Review was not validating that the party information has been populated.
The reviewer was allowed to select Accept with this incomplete data, and the envelope later errored.
Fix: When the required party information is not complete, Review will now error before the user can complete the Accept action.
Validate that the required Case Number is entered before clicking Accept on an envelope ESS-12862
Issue: Case number is a required field, but user was able to accept without adding a case number.
The reviewer was allowed to select Accept with this incomplete data, and the envelope later errored.
In some situations, the Case Number field was not populated when it was required.
Fix: Review will enforce the requirement for the Case Number to be populated in either the Case Information panel or the dialog box when Accept is selected.
This rule is not enforced if the reviewer selects Reject for the filing while the Case Information panel is selected.
New Functionality
Provide notification to user for large documents REV-2542
When a document being loaded in the document viewer is larger than the configured size, the user will be presented with a dialog box notifying them that the document may take a while to load.
NOTE: The maximum document size can be configured by location.
The user can select to wait while the document continues loading, or they may bypass the loading of the document in the viewer.
The user may continue reviewing the filing while the document loads.
A message explaining that the document can be downloaded locally displays in the viewer if the user bypasses the loading of the document.
The first document in a filing must be viewed or downloaded locally in order for the filing to be accepted.
Transmitted documents downloaded from the Envelope Details page contain auto stamps even when the user bypasses the loading of the document in the viewer.
Show document size in document dropdown REV-2543
The size of the document in KB will display to the right of the filename in the document dropdown. The number is rounded to the nearest KB.
Show document size next to each document download link in Envelope Details REV-1519
The precise size of the document in KB will display to the right of the Original, Transmitted and other links in the Envelope Details page.
Show document size on Filings Details panel during review of the envelope REV-1796
The precise size of the document in KB will display immediately under the filename in the Documents section of the Filings Details panel when the filing is being reviewed.
Internal Updates
None added in this version
HOTFIX – 2023.11.0.1265 – Stage Deployed 11/16/2023, Production Deployed 11/16/2023
Client Reported Issues
Review displays Network Error instead of loading some documents in Viewer 2 ESS-13714
Issue: When the reviewer opens certain envelopes in a Viewer-2-enabled location, the Document Viewer displays “Network Error” instead of the document.
This issue occurs on documents submitted by filers contain annotations and rotated pages.
Fix: Update the EFM API so that Viewer 2 correctly handles the display of annotated and rotated documents submitted by filers.
New Functionality
None added in this version
Internal Updates
None added in this version
2023.11.0.1265 – Stage Deployed 11/6/2023, Production Deployed 11/16/2023
Client Reported Issues
None added in this version
New Functionality
None added in this version
Internal Updates
Party Responsible for Fees dropdown is not populated when deleting PRFF party from Party Details REV-2523
Issue: When the reviewer clicks Delete in the Party Details panel of a party selected as the current Party Responsible for Fees (PRFF), the dropdown in the dialog to select a new PRFF is not populated.
Fix: Whenever a PRFF is deleted, populate the Party Responsible for Fees dropdown with new and existing parties on the case.
This is now the same behavior when clicking Delete in the Party Details as when the user clicks the trash can icon in the Parties panel list.
Button to view the original envelope information panel on a copied envelope disappears on click REV-2462
Issue: When the user clicks the View original envelope button in the banner of a copied envelope, the Original Envelope panel is displayed, but the button disappears. The user must End Review to access the button in the banner again.
Fix: The View original envelope button now remains visible and available in the banner of a copied envelope after the Original Envelope panel is accessed.
Close button on Original envelope information panel ends review of the current copied envelope without validation REV-2503
Issue: When the user clicks the View original envelope button in the banner of a copied envelope, the Original Envelope panel is displayed, but the button disappears.
The user must End Review to access the button in the banner again.
Fix: The View original envelope button now remains visible and available in the banner of a copied envelope after the Original Envelope panel is accessed.
2023.10.1.1244 – Stage Deployed 10/23/2023, Production Deployed 10/26/2023
Client Reported Issues
Unable to select party responsible for fees on an envelope with a waiver payment type ESS-12903
Issue: When a party responsible for fees is not selected by the filer during filing, the Party Responsible for Fees dropdown does not display on the Fees panel in Review.
Fix: The Review App will now always show the Party Responsible for Fees dropdown when the payment type is a waiver, regardless of the datafield configuration and whether or not a party is selected by the filer.
New Functionality
None added in this version
Internal Updates
None added in this version
2023.10.0.1221 – Stage Deployed 10/2/2023, Production Deployed 10/5/2023
Client Reported Issues
Fees revert to $0 when clicking on Show Original filing for Copied Envelope ESS-11435
Issue: The fees in a copied envelope were changing to $0 when the reviewer clicked Show Original Filing.
Fix: The Review app now uses two separate GetFees calls so that the original envelope data is not changed when the copied envelope is viewed.
New Functionality
Provide ability to change PRFF if deleted party is PRFF REV-2382
When the party responsible for fees is deleted, a dialog now displays to allow the user to change to another party responsible for fees without going to the Fees tab.
Display DeletedPartyAssociatedFilings in Audit Log REV-2401
When a party associated to a filing is deleted, that information now shows in the Envelope Audit Log.
