November 2024 Release Notes

Version 1.62.0 | November 28, 2024

Client Portal (fka Vineportal)

• Optional Tasks: Mark specific tasks as optional so the user has the choice to either complete or skip the task.

Advanced Task Management

• Minor Enhancements

Version 1.61.2 | November 27, 2024

Advanced Task Management

• Minor Enhancements and Bug Fixes

Version 1.61.1 | November 26, 2024

Client Portal (fka Vineportal)

• Minor Enhancements

Version 1.61.0 | November 25, 2024

Client Portal (fka Vineportal)

• Minor Bug Fixes

Version 1.60.1 | November 22, 2024

Client Portal (fka Vineportal)

• Minor Bug Fixes

Version 1.60.0 | November 21, 2024

All Products

Branding has been updated to reflect the new Neodeluxe logos. Neodeluxe is Neostella's suite of legal products and solutions. 

Client Portal (fka Vineportal)

• Map Task Document Uploads to Specific Filevine Folder: When creating a new Document Task via Flows, admins can specify a target Filevine folder for uploaded documents by selecting: Project ID, User Role, Filevine Folder Name.
  

Advanced Task Management

• Minor Enhancements and Bug Fixes

Version 1.59.1 | November 20, 2024

Data Governance AI

• Mandatory Fields CSV: Upload mandatory fields using a CSV file when creating a Criteria-Based Rule.
  

Version 1.59.0 | November 12, 2024

Data Governance AI

• New Rule Type - Based On User Access: Create rules and alerts to ensure only authorized Filevine roles can perform specific actions including changing a project phase, changing Notes (add, edit, mark as complete or incomplete), and editing project information. For more information, visit Creating Rules Based on User-Access.

Version 1.58.0 | November 12, 2024

Client Portal (fka Vineportal)

• Message Attachments: Add attachments to automated flow messages and mass communications.
• New supported file type: Document uploads now support the potential to upload ZIP files.

Version 1.57.0 | November 8, 2024

Advanced Task Management

• Advanced Task Management initially released to production. For more information on Advanced Task Management, please visit this page. 

Version 1.56.4 | November 7, 2024

Client Portal (fka Vineportal)

• Minor Performance Enhancements

Version 1.56.3 | November 5, 2024

Client Portal (fka Vineportal)

• Flow Statistics: Minor Bug Fixes