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Select a section below to see a complete list of software improvements:

Format Wizard now supports setting the space after auto numbers to a single space, two spaces or a tab stop.

TXdocs Editor Session Manager This new window displays an overview of all documents open in other browsers. Each document can be taken over or closed, so that you can continue to work on a case or document even if you left the documents open in the Editor on another computer.

NEW:

  • Norris Modern Wills asset inventory tool with Excel export
  • Added a search to Quicktext to quickly find the desired text.
  • The documents in the Recently Assembled window can now be reordered by clicking on the headers of the list.
  • For per-case subscriptions: The ‘register case’ checkbox can be set to a default value to prevent the unwanted registration of cases.

IMPROVED:

  • New look for the inventory tables in Norris Modern Probate and Guardianship practice areas
  • Autocomplete in assembly was optimized to allow changing the capitalization or case of existing values.
  • The Modern Preset in Format Wizard has been updated to use the new tab stop option for autonumbering.
  • The WordPerfect compatibility of assembled documents has been improved.

FIXES:

  • The Family Law Inventory export to Excel had an incorrect calculation of the ‘net community w/equalization’ amount.
  • The ‘Save and Close’ button of the Format Wizard’s letterhead editor did not save the changes.

NEW:

  • Calculator for the duration of a timeslip: enter the start and end time and the duration will be calculated.
  • A new button was added to the overview of statements in Billing Manager to easily send the selected statement to the client by email.
  • Timers now have a description field. Add the details of the work to this description as you start and stop the timer during the day. When you create the timeslip, the description will be copied to the timeslip.

FIX:

  • When a statement number is generated, sometimes the number was larger than the field allowed for.

FIXES:

  • Rejected filings for existing cases did not always include the Envelope Id of the original filing.
  • The redaction window would not load properly after loading a draft filing.
  • If the payment type was changed while the fee calculation was running, the new payment type was not used.

Improved support for undoing a download in of a Family Law Inventory – all inventory items are now properly removed.

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