These release notes summarize the new features, latest updates, and bug fixes from the past 30 days. For a complete list of product-specific changes, please visit our Help Center for detailed information.
July 30th
Fact Link
Fixed an issue where sorting by Fact Date on the second page did not reflect correctly from the first page.
Resolved an error that occurred when closing filters after grouping by users and using the search function in Fact Notes.
Aligned fields within facts for better visual consistency in Fact Notes.
Neodeluxe
Neodeluxe has rebranded its URL to app.neodeluxe.com. All existing links will continue to work through automatic redirection.
The “Deceased” toggle and a “Date of death” field are available on the portal contact cards.
July 29th
Process Studio
New App icons were included, labels renamed to: Delete Items, Get Tasks For User, and Retrieve Items by ID.
Email actions have been divided into branded and unbranded options to ensure appropriate email delivery for Foundation AI.
New triggers are now available for Filevine events: Folder Created, Folder Deleted, Folder Updated, Comment Created, and Comment Updated.
New Wait action available in node selectors to pause execution for a defined time.
Fixed visual overflow issue for long variable names.
The Data Drawer built-in node now displays listed values correctly.
Fixed support for dynamic document IDs by updating the document_id field in the update_document_project action to accept number data points.
July 28th
Data Warehouse
Nightly hydration now includes non-custom tables like Appointments, Deadlines, ChainDeadlines, Notes, Folders, Documents, and Projects.
Added support for blacklisting project types, project IDs, or tables (Forms, Collections, Non-custom) via ShOrg configuration in DynamoDB.
Neodeluxe
Forms Field Limit Enhancement: Description fields are now excluded from the total field limit in both collection (340) and non-collection (400) sections.
July 25th
Advanced Task Management
Task Visualization on Web: Resolved issue where tasks were not displaying correctly on the web when accessed via the Neodeluxe Extension.
July 24th
Advanced Task Management
Added Project ID Filter and Column: Filter tasks by Project ID and Project ID column included in both Regular and Single Task grids.
Fact Link
Users can now create facts from selected text using the "+" icon, even when facts are grouped.
Enabled editing of facts when grouped and viewing the second page of facts.
Deleting a package from the list view now correctly removes it from the folder section.
Renaming the first letter of a package now correctly updates its folder location without errors.
Comments on facts with multiple tags are now created only once when facts are grouped by tag.
Neodeluxe
Live Chat Setup: Users are now correctly displayed on the transfer list of Team assignment.
Process Studio
Trigger Folder enhancement: Trigger categories now auto-expand on search match to improve usability.
The column mapping now supports the Boolean data type during CSV uploads, allowing users to map fields as Boolean.
Fixed error when connecting one "Finally" node to another.
Prevented saving duplicate filters with identical conditions.
Disabled "Publish" button now correctly blocks publishing at max automation limit.
Mandatory fields in Query Items now properly marked with asterisks.
Changing a trigger type now removes the old listener to prevent duplicate event handling.
Resolved a RuntimeError caused by thread limits when inserting large lookup tables (~2700 rows), ensuring stable execution.
July 21th
Advanced Task Management
Resolved issue where users with the ATM Task Manual Trigger role could incorrectly edit the Due Date and Priority of a task.
Corrected the sorting behavior in User Metrics to sort durations numerically instead of as strings.
Fixed an issue preventing users from snoozing a task immediately after taking ownership.
Neodeluxe
Groups now load new users correctly when the entire users page is selected.
MFA SMS delivery has been switched from AWS to Twilio for improved reliability.
Report View responsiveness has been improved for better user experience.
Date filter operators in Reports now function as expected.
July 16th
Data Governance
Acceptance Values Criteria now supports selecting multiple operators, aligning its behavior with criteria logic selection.
Now allowed to request an Acceptable Value if the operator is equal to.
Improved feedback messages in the Chrome Extension app. Users now receive clearer notifications for success, not found, and system error responses.
Fact Link
"Go To Fact" button is now always visible in dark mode for improved accessibility.
"Go To Fact" arrow in the Fact Index now functions independently of the "Document Name" field.
Added direct navigation to specific facts from the Fact Index via the "Go To Fact" option.
IManage
Integrated Pydantic for improved documentation.
Enhanced logging for better support and process tracking in iManage.
Neodeluxe
Added hierarchical multitenancy to Live Chat with centralized control for Parent and Child Tenants.
July 15th
Advanced Task Management
Enabled real-time updates in the Neodeluxe Chrome Extension across multiple tabs using WebSockets, ensuring all open tabs reflect the latest changes instantly.
Added a "Back" button to the Single Task creation in the Neodeluxe Sidebar.
Bulk Updater
Now supports creating notes, creating tasks, and updating contacts.
Data Governance
New role to Trigger Manual Queues in the Neodeluxe Sidebar.
Fact Link
Improved API performance and enhanced UI with better tag placement, fact date display, package name validation, back button navigation, and folder organization.
July 11th
Process Studio
Added a new exception log table for historical and project-based searches.
Added a new field to the Get Folder By Name action to support Foundation AI.
July 10th
Conflict Check
Improved feedback messages in the Chrome Extension app. Users now receive clearer notifications.
Made mandatory field options visible during the additional sections creation.
Added support for displaying non-client information in reports.
Enabled multiple results when searching in Lead Docket.
July 9th
iManage
Updated naming convention for automatically created projects.
Updated role in iManage.
Bulk Updater
CSV template generator now available in Bulk Updater to create project-specific templates based on Project Type and supported fields.
July 8th
Fact Link
Minor UI enhancements including always-visible "Go To Fact" button, updated "Export Facts" modal, and ability to select all when importing documents.
Fixed issue with "Rows per page" not working for packages with over 10 documents.
Resolved comment reverting issue after pressing Enter during edit.
Fixed grouping and sorting of Facts by Tags in the Document Index.
July 7th
Data Governance
Data Stream events now filtered by field for value/mandatory rules and by section for user access; rules auto-unsubscribe on deactivation and resubscribe on reactivation.
July 3rd
Neodeluxe
Twilio was implemented in MFA instead of AWS to send SMS.
Improvements when a user changes their phone number and MFA is enabled, or when the number is verified.
Process Studio
Fixed activation issues with chained Conditional Nodes.
Improved parsing for old nodes with HTML tag support.
Surface Errors are now shown on the frontend to help users identify issues and missing information.
Added Scheduled Trigger support in Process Studio, enabling users to run automations on recurring time-based intervals.
Added Exception Path to handle unhandled errors, enabling automated recovery steps and clearer diagnostics when any step fails.
July 2nd
Advanced Task Management
Reactivation is now disabled for tasks that are already resolved or closed.
Neodeluxe
Project Forms: The number of available Portal Calculation Fields has been increased from 10 to 15.
Forms: The wording “Form” was updated to “Filevine Project View”.
July 1st
Advanced Task Management
Task reviewers can reopen completed tasks.
Duplicates Queue Names on Queue creation are validated.
Added the “Resolve” button for ATM Overseer users to complete claimed tasks directly in the WebApp.
Data Governance
Contact Cards from Neodeluxe Portal are now supported.
Resolved issue where inactivating a User Access rule did not resolve the related alert.
Fact Link
Optimized visualization of PDF file names.
Corrected PDF export behavior to ensure Facts are properly grouped and sorted by Tags in the Document Index.
Foundation AI
Frontend UI improvements, including the Mapping Contact Information tab and setup fields for Frequency Updater and Filevine Report ID.
Neodeluxe
Users can manage preferences for receiving emails.
User, Groups, and Partner Access dashboards with user lists now support thousands of records, and users can perform a search into all the records.
Process studio
Added "All Processes" button and improved UI spacing and modals.
Improved folder navigation when exiting a process.
Fixed dashboard label and graph style mismatches.
Resolved issues with automation import, sticky tooltips, and action search crashes.
Prevented deletion of the Start node in workflows.
US Claims
Integrated Pydantic for improved documentation.
Standardized logs for support and process tracking.
Added CSV export functionality for billing.
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