October 2024 Release Notes

  • Updated

Version 1.56.2 | October 31, 2024

Client Portal (fka Vineportal)

Minor Enhancements and Bug Fixes

Version 1.56.1 | October 30, 2024

Client Portal (fka Vineportal)

Minor Enhancements and Bug Fixes

Data Governance AI

Based on Criteria Rules Enhancement: Phase Variable
Use Phase as a variable for criteria-based rules and required field governance.

Minor Enhancements and Bug Fixes

Version 1.56.0 | October 24, 2024

Client Portal (fka Vineportal)

Form Enhancement: Rename Fields on Forms

In the Form Builder, customize the display name of a Filevine field in forms or on contact cards for improved clarity and user experience. The overwritten field is only displayed on Neodeluxe Forms and will not alter the original field or be reflected in Filevine.

Minor Bug Fixes

Version 1.55.1 | October 21, 2024

Client Portal (fka Vineportal)

Minor Bug Fixes

Data Governance AI

Minor Bug Fixes

Version 1.55.0 | October 15, 2024

Client Portal (fka Vineportal)

SMS Delivery
Premium Add-On
Send text messages through flows or mass communications.

View Task Status
Premium
Admins can view the status of tasks related to a specific flow in the new “Task Status” tab on Flows page:

  • View the progress of both form and document tasks for all flows or a specific flow
  • Use the task status grid to view Task Name, Flow Name, Project ID, Role, Last Updated, and Status
    • Pending: The user hasn’t opened the task
    • In Progress: The user has started the form and saved, but hasn’t submitted
    • Overdue: The task deadline has passed
    • Completed: The user has submitted a form or uploaded a document.

Minor Bug Fixes

Data Governance AI

Criteria-Based Rules
Create Data Governance rules based on custom criteria and conditionals to specify mandatory fields for a Filevine Project Type.

Mandatory Field Alerts
When a Filevine user clicks save in a project with a Criteria-Based Rule while at least one mandatory field is still empty, the criteria-based governance rule triggers an alert that informs important information is still pending.

Version 1.54.3 | October 10, 2024

Client Portal (fka Vineportal)

Custom Variables in Flow Message Subject Lines
Premium
Send automated flow messages with specific case details in the subject lines using variables to personalize the message.

Version 1.54.1 | October 3, 2024

Client Portal (fka Vineportal)

Minor Bug Fixes

Version 1.54.0 | October 3, 2024

Client Portal (fka Vineportal)

Flow Statistics
Premium
View statistics for messages sent via flows, including:

  • View the number of projects that have entered the flow, average time spent in a flow, number of projects currently in a flow, number of projects that have completed a flow, and number of projects dropped from a flow
  • View total tasks, tasks linked to a message, assigned tasks, completed tasks, and average task completion time
  • View message statistics including sent, delivered, opened, bounced, dropped, and spam
  • Display statistics in charts and graphs

Setup Page Moved
Standard
The "Setup" page has moved from the side navigation bar into the the admin menu under the name "Filevine Template Setup."

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