Release types
- (GA) - The feature is Generally Available and visible in the product to users (depending on their role).
- (GA – config) - The feature is Generally Available, but templates and existing projects must be configured before it can be put to use.
- (GA – feature) - The feature is Generally Available, but only if switched on by an Opus 2 operator. Only some solutions are expected to use the feature. Commercial add-ons will also come under this category and will only be enabled for clients who have purchased them.
- (GA – feature and config) – The feature is Generally Available but only if switched on by an Opus 2 operator. Only some solutions are expected to use the feature. Once switched on, it will require configuration of the template and existing projects before the feature can be used.
New Features
Search Query Builder (GA - feature)
The new Search Query Builder has been completely rebuilt from the ground up. At the heart of our new search is the Lucene Search Engine Library which houses powerful indexing and querying capabilities. Users are now able to enter a wide range and complexity of search syntax in the search bar to retrieve results with high specificity. The supported search functionality includes: term and phrase searching, boolean operators, grouping and multi-level grouping, and field, range, fuzzy, wildcard, and proximity searching.
Working in tandem with Lucene, a new Builder mode allows users to construct a search query using drag and drop syntax components. As the query is constructed in the builder, the respective syntax is dynamically updated in the search bar. Conversely, if the user constructs their query in the search bar while the Builder is enabled, the visual representation of the query is updated in realtime. For help on using the supported search syntax and the Query Builder, please consult our help guide. Please note that this feature must be switched on by an Opus2 operator.
File Metadata Tagging (GA – feature and config)
The File Metadata Tagging feature applies a pre-defined metadata field name and value to MS Office and PDF files uploaded to all projects in an environment, as well as any generated PDFs which are downloaded from projects. Once enabled by an Opus 2 operator, a configuration option will be available in System Admin > Settings to define the metadata field name and value which is applied to the files.
The metadata field will be applied to uploaded MS Office and PDF files during processing, and any downloads of the original files or PDF version will include the metadata field defined at the time of uploading. When documents are exported as a single PDF or as a zip bundle with additional work content such as annotations, the exported PDFs will include the metadata field defined at the time of exporting.
Other Improvements
Configurable context lines on search hits (GA - feature)▶️
There is now an option to configure the number of context lines shown before and after a hit on the Search page. Users can choose any number of context lines from 0 to 25.
Search hit report in DOCX format (GA)
There is now an additional search hit report in DOCX format which also includes any context lines configured to show around the search hit on the Search page.
Replace file name on Search results with Principal ID (GA)
When Search results are returned, documents are now identified by their Principal ID instead of their file name.
Export option to exclude annotation cards (GA)▶️
There is now an export option when exporting documents and transcripts to include or exclude annotation cards. The resulting export includes the annotation highlights in the chosen style without the respective annotation cards and bubbles.
In-app notification alerts (GA - feature and config)▶️
Previously, notifications were only delivered by email. Now, in addition to emails, new notification alerts are shown in the platform on the top right of the navigation bar. Clicking on the alert takes the user to the Notifications page.
Notifications on additional worksheet field types (GA - feature and config)
Notifications can now be configured on additional worksheet fields (previously only choice fields on a record, or any changes to the record as a whole, could be targeted). The following worksheet fields can be configured for notifications: short and multi-line text, multiple choice, number, date, image, boolean, document, and remote record. Notifications can now also be configured on a specific subtype field in a worksheet’s subrecord or multiple subrecord field.
Notifications on Collections (GA - feature and config)▶️
Notifications can now be configured to alert users when items are added to or removed from a Collection.
Acting on behalf of another user (GA - feature and config)▶️
Pre-designated users can now act on behalf of another user by using one of two methods - specific users can be configured to allow for others to act on behalf of them, or System Admin roles can be configured to allow them to act on behalf of any user from the System Admin > Users tab. When a user is acting on behalf of another user, they assume all capabilities and access of the imitated user. Any actions performed on behalf of another user are clearly logged as such on the User Activity page.
Multi-folder selection for documents page components on portals (GA)▶️
When viewing documents in a documents page component on portals, users can now select multiple folders at once to display documents from various locations and filter on all available documents. If a parent folder is selected, all subfolders are also selected to easily view the contents of an entire folder tree.
Save / save as options for worksheet views (GA)▶️
Saving updates to an existing worksheet view is now available in the Views dropdown menu to limit unintentional updates to shared views. 'Create view' is also renamed to 'Save as', providing action names that users are familiar with.
Improved filter options for single remote record selection (GA)▶️
Filter options when selecting a single remote record are now consistent with the filters available for that remote worksheet, allowing users to easily find the remote record they are looking for. Field filters are available alongside the Find filter for both the card and table view in the remote record selection dialog.
Ability to download content and/or documents for Portal Worksheet component (GA - config)▶️
Worksheet components on a portal can now be configured to show an option for downloading the worksheet content and/or documents referenced in the worksheet, matching the download options which are available on worksheet in the full project.
Worksheet field option to prevent user edits (GA - config)▶️
A new configuration option is available for worksheet fields which prevents users from editing the field value during record creation and editing. This can be used to ensure that field values set by initialisation or scripts are not edited once they are generated.
Download card as PDF from portal card components (GA - config)▶️
A new configuration option is available for the single card and multiple cards portal components which allows portal users to download a PDF version of the cards displayed. Once enabled, the card will display a download option on hover over which will download the single card in PDF format.
Quick access buttons for worksheet views (GA - config)
The 'Quick access' toggle for worksheet views has been reworked to allow for buttons to show in the worksheet for each view, providing users with options to quickly apply or remove saved views and change how the worksheet is displayed. Along with this change, the worksheet views dropdown only shows the saved views which are applicable to the current worksheet and 'More views' has been removed, instead listing all saved views in the dropdown.
Field names and columns configured for cards included in worksheet export to PDF (GA)
Worksheet exports to PDF now include the field name and columns configured for the card used to generate the export.
Ethical Walls status endpoint (GA - feature and config)
The Ethical Walls integration now includes an additional status endpoint to query the processing status of files. The response returns the following information: file name, file size, status, type, date updated, date created, and any error reporting if applicable.
Ethical Walls IDs added to System Admin > Projects tab (GA - feature and config)▶️
When Ethical Walls is enabled, two additional columns are shown on the System Admin > Projects tab, 'Client ID' and 'Matter ID'. These columns are populated with the associated Client and Matter IDs for each project and are also included in the XLSX export.
Ethical Walls logic rule updates (GA - feature and config)
For solutions using Ethical Walls, new rules have been put in place when the allow list is updated and when creating new projects. When an Ethical Walls dataset is updated, user access to projects is regulated by a stricter list of conditions than before. Furthermore, when creating new projects, a valid combination of matter and client IDs must now be provided.
Bugfixes
- Documents with existing OCR are OCR processed twice
- No matches returned for bulk added values on metadata filter
- Text fields on Documents page sort alphanumerically
- UK/US date format import issue