Release Notes Subject to Change
This page is going to change as these items are for the release candidate build. The article will be updated and completed in February 2026.
We're pleased to announce that the next point release of ShareDo, version 7.11.0, should be generally available in February 2026.
This release includes approximately 42 new or enhanced features, 93 issues or usability fixes, and additional security fixes. ShareDo version 7.11.0 also includes a roll-up of new features and issues from the previous release.
Feature and enhancement highlights for v7.11.0
This section provides important information about this release and highlights some of its new features - a complete list is shown in the tables below.
Potential Breaking Changes
- 133185 - [Data Composer] - calculated fields are not displayed in the browser.
This fix involves a breaking change to Chronology POI work type references in the data composer.
Whereas before the fully materialised related work item was available for selection (e.g. prepare document for a document-generated POI), now only the basic work item information is available (e.g. title, phase, reference), and you will have to specify and resolve a type to gain access to more.
Any clients who have used these fields will have to update them.
- 122365 - [Participants] [Prepare Document] - Role sourcing exclusions are being ignored, and hence ACL teams are shown.
While not strictly a breaking change, this fix may surface configuration issues with role sourcing exclusions.
In the past, role sourcing exclusions configured in the system did not work correctly. You may have exclusions configured, but still have to manually exclude participant roles. With this fix implemented, your configured exclusions will now work, and the available list of participants may differ from what you expect.
We highly recommend that you check that the configuration for role sourcing exclusions is correct in your system. Similarly, for example, if a court is involved, the ODS Settings for the role must be updated to include organisations, as courts are classified as organisations.
- 125797 - [List views] - Ability to sort loaded attribute columns in a list view.
You can now enable sorting on any loaded attribute column in list views, including option set fields and various attribute types.
Note: a rebuild of the ShareDo elastic index is required to avoid sorting errors.- Sorting is alphabetical. Integer/currency values are sorted by string, e.g., "555" < "9" - in other words, it could appear incorrect.
- Sorting supports option sets - the system will sort on the option set name rather than the underlying ID.
- Sorting will only work if you rebuild the ShareDo elastic index. Note rebuild isn't the same as reindex.
In the tables below, the Internal ID is solely for ShareDo to track the items.
Features/Enhancements in 7.11.0
| Internal ID | Title | Release Notes |
|---|---|---|
| 117058 | [API] - Identity Delegation - enable for JumpToPhase. | Enabled identity delegation for the JumpToPhase endpoint, ensuring workflows respect the user's core.admin.jumptophase permission. This enhancement improves security by enforcing permission checks during phase transitions triggered via workflows. |
| 132149 | [Audit] - Support export in Audit list views. | Audit log list views now support exporting data to CSV/Excel, accurately reflecting on-screen records while handling large data volumes efficiently. |
| 127108 | [Data Composer] - Add collection indexer to team members collection. | Added collection indexer support for team members in work item queries, enabling precise selection of individual members by index. This enhancement improves navigation and data mapping within team member lists for more accurate workflow configurations. |
| 123717 | [Data Composer] - Add ability to resolve the total counts of certain lists. | Data Composer now lets configurators easily retrieve total counts and emptiness status of lists like children, descendants, related items, and roles via enhanced collection indexers - returning precise counts or boolean flags to streamline data checks and validations. See the article Data Composer for details. |
| 134321 | [Data Composer] - Add template field for emails. | Data Composer now includes a new "Template" field within the Outbound Email Details aspect, providing configurators with comprehensive information about the email template used - such as ID, system name, title, description, active status, and categories. This enhancement improves visibility into email templates and gracefully handles emails without an associated template. |
| 130841 | [Data loading] - People and Organisation entries active state to false. | Data loading for People and Organisations now supports setting the Active state to false, enabling legacy or inactive entries to be imported without appearing as active participants. This aligns with existing functionality for addresses, improving data accuracy and selection control in ShareDo. |
| 130528 | [Data Loading] - Optional fee template in statement of work loader. | The statement of work loader now supports an optional fee template by allowing feeTemplateSystemName to be nullable. This update resolves version validation errors and improves data loading flexibility. Validators were also enhanced with unique descriptions for clearer validation feedback. |
| 127780 | [Data Table Upload] - Replicate 'Goods & Service - Purchase Items' Upload, as a new template in DTUv3. | A new Data Table Upload template for 'Goods & Service - Purchase Items' is now available, replicating the legacy bulk upload functionality without the deprecated account code. This feature enables seamless, validated uploads directly from CSV files, with immediate visibility in the admin UI and database. |
| 127796 | [Data Table Upload] - Replicate 'Goods & Service - Purchase Price Adjustments' Upload, as a new template in DTUv3. | A new Data Table Upload template replicates the 'Goods & Service - Purchase Price Adjustments' bulk upload, enabling seamless CSV uploads with improved validation and support for missing supplier references or units of measure. The legacy upload button is replaced with a streamlined DTU interface on the Goods & Services Purchase Discounts admin page, enhancing upload reliability and user experience. |
| 123262 | [Data Table Upload] - Add support for plugins and migrate existing versions. | Data Table Upload now supports plugins, enabling enhanced and customizable data import workflows. Existing templates from v1 and v2 are being migrated or replaced with new workflow blocks to streamline and modernise data uploads. This update improves flexibility and prepares for deprecation of legacy versions. |
| 132246 | [Deprecate] - Remove old list view providers. |
Deprecated legacy list view providers (ShareDos - SQL, Instructions, Payments) to streamline list view creation and encourage migration to updated elastic-based providers. Existing configurations remain supported with warning logs to facilitate future removal. The list view providers marked as obsolete are:
|
| 137600 | [DMS][Filing] - Add EML to file whitelist. | This feature allows you to file an email with an EML file type attached, and the attachment is also filed. |
| 132384 | [Document explorer][Blade] - Option to show separate title column and to maximise blade. | The Document Explorer blade now includes a configurable option to display the Title in a separate column and features a new maximise button for an expanded view. User preferences for these settings are saved locally, enhancing usability and customisation. |
| 123644 | [Document widget] - Integrate Netdocs search | The Document widget now integrates NetDocuments search, enabling seamless document retrieval with support for wildcard and partial searches, special character handling, and configurable page sizes. This enhancement improves document management efficiency across My Documents, Matter Documents, and Admin repositories. |
| 135717 | [Documents] - Add feature to map Office365 createdDate from file upload's lastModifiedDate. |
Added an opt-in feature to map Office365 file created dates from the upload’s lastModifiedDate, allowing precise control over metadata timestamps during file uploads. This enhancement supports custom date fields and ensures seamless upgrades without impacting existing configurations. |
| 108521 | [Documents] - Enable searching by category in the Prepare menu. | Documents Prepare menu now supports searching by category when "Show Search" is enabled, allowing users to find entire categories and their documents with a single search. This enhancement improves document discovery by returning relevant categories alongside individual items, streamlining workflows like court form preparation. See the Configuring Menus article. |
| 133085 | [Document Repositories] - Support flat view in the Repository Explorer for iManage. | The Repository Explorer widget now fully supports the Flat view for iManage, removing the previous SharePoint-only warning. Users can view all documents in a single, paged list with seamless incremental loading, enhancing document browsing efficiency. See the Document Repository Portal Widget article. |
| 133086 | [Document Repositories] - Support flat view in the Repository Explorer for NetDocs. | The Repository Explorer widget now fully supports the Flat view for NetDocuments, removing the previous SharePoint-only warning. Users can list, page, and search all documents across folders seamlessly with server-side paging and content search options enabled. See the Document Repository Portal Widget article. |
| 132595 | [Documents][Repo View] - Implement paging from the front end and at an API level. | Implemented front-end and API-level paging for document repository views, significantly improving performance for large folders in O365, iManage, and NetDocuments. Users can now enable server-side paging via a new Paging Mode dropdown in the Portal Designer, enhancing load times and scalability for repositories with thousands of documents. See the Document Repository Portal Widget article. |
| 136435 | [DocGen] - Provide plain title tag for selection when configuring file names in document template packs. | Added the plain _title tag for file name configuration in document template packs, allowing clients to preserve whitespace and formatting in file names. This small but impactful update improves flexibility and has been tested successfully, including with iManage integration. See the article Clone Document Templates and Pack Contents. |
| 116623 | [Emails][UX] - Email 'Focus Mode' - enlarge and focus body. | Introducing Email Focus Mode: a cleaner, larger email compose experience that minimises distractions by collapsing non-essential fields, expanding the body for easier writing, and streamlining inbound and outbound emails—helping you send messages faster and with greater clarity. For more information, see the article Email Blade Focus Mode. |
| 131584 | [Features][UX] - Order global features alphabetically within categories. | Global features and their categories are now listed alphabetically for easier navigation. The Advance toggle remains fully supported, maintaining alphabetical order when enabled. Features continue to function and configure as expected. |
| 131560 | [Finance][Tax Rates] - Introduce a default field in the JSON for tax rates. | Added an isDefault field to the tax rates JSON configuration, enabling identification of the default tax rate for billing purposes. This interim update lays the groundwork for enhanced tax rate handling in future releases. |
| 130008 | [Finance][Workflow Toolbox] - "Create Invoice Interest Transaction" block to support passing decimal value directly. | The "Create Invoice Interest Transaction" workflow block now supports specifying interest rates as decimal values directly - either hard-coded or via variables - offering greater flexibility beyond predefined global rates. This enhancement enables precise interest calculations for diverse client agreements without requiring exhaustive global rate entries. |
| 125160 | [Languages][UX] - Support for ISO 639-3, including Cantonese/Mandarin, and fix ordering and rendering issues. | Added support for ISO 639-3 language codes, including Mandarin (cmn) and Cantonese (yue) in the preferred language dropdown, with improved alphabetical ordering and correct rendering of special characters. Users can now select and save these languages via UI and API, enhancing language customisation and data accuracy. |
| 125797 | [List views] - Ability to sort loaded attribute columns in a list view. |
You can now enable sorting on any loaded attribute column in list views, including option set fields and various attribute types.
|
| 108977 | [Menus] - New command definition for “Open DMS”. | Added a new configurable "Open Repository Explorer" command for menus, enabling users to launch the document repository blade directly from work item menus. This feature supports O365, iManage, and NetDocuments integrations, providing consistent access to document management with customisable display and interaction options. See the article Open Repository Menu Command article. |
| 118870 | [Menus] - Support tooltips, e.g. for top-level navigation buttons. | Menus now support configurable tooltips for top-level navigation buttons, allowing titles to appear as hover tooltips instead of alongside icons. This enhances clarity and saves space, with a new "Display title as tooltip" setting available in the Menu Editor. |
| 128248 | [Modeller][QoL] - Add "Has Menus" badge in work type tree. | Added a "Has Menus" badge to the work type tree in Modeller to indicate overridden menus, improving visibility of customisations. |
| 123897 | [Modeller][UX] - Standardise "Add New" buttons throughout Modeller/Admin. | Standardised all "Add New" buttons across Modeller and Admin to a consistent green "New" button with updated blade titles for a clearer, more intuitive user experience. This improves navigation and aligns UI elements, making it easier to create new configurations throughout the platform. |
| 125897 | [Monitoring][Logs] - Add job name as a property in logs for SSIS job errors. | Enhanced SSIS and PowerBI job error logs by adding job and report names as properties for clearer, more actionable monitoring. This update improves error traceability and log context in Seq. |
| 123938 | [Modeller] - Filter by Entity or Comment in Modeller latest changes. | You can now filter the list of latest changes as you would any other list. This helps narrow down you search for particular events. |
| 106013 | [ODS] - Make searching from the teams tab more specific. | Improved Teams tab search precision by updating the query to match the entire search phrase instead of individual words, significantly reducing irrelevant results and surfacing exact matches faster. This enhancement ensures more accurate and efficient team lookups within ODS. |
| 117086 | [ODS Picker][Teams] - Support teams for inline search. | The ODS Picker now supports inline search for Teams as well as people and orgs, delivering comprehensive results across all configured entity types. This enhancement fixes previous errors and improves role-based searches, ensuring smoother and more accurate selection in workflows. |
| 132235 | [Outlook Add-in][Backend] - Avoid / de-duplicate the same email getting filed multiple times by different people. | The Outlook Add-in backend now prevents duplicate filing of the same email by different users, with a new API to check filing status and show who filed it and when. This feature is enabled by default in System Admin under email channel settings, improving filing accuracy and user awareness. See the article Configuring Email Monitoring for the setting. |
| 122365 | [Participants][Prepare Document] - Role sourcing exclusions are being ignored and hence ACL teams are shown. | Fixed an issue where role sourcing exclusions were ignored in the Prepare Document participant picker, causing ACL teams and unwanted roles to appear. Now, only the intended participants based on configured exclusions are shown, improving accuracy and user experience when assigning document recipients. |
| 132245 | [Platform] - Create List View - simplify UX for new configurators. | Simplified the List View creation experience by highlighting common providers upfront, adding a toggle for all providers, and improving layout and filtering - making it faster and easier for new configurators to set up views. Provider names have also been updated for clarity. See Configuring List Views in the Knowledge Base. |
| 113072 | [Prizm] - Support use of a Prizm cluster to improve volume performance. | Implemented support for Prizm cluster integration to optimise data throughput and reduce latency across high-demand storage volumes. This enhancement leverages distributed resource allocation to significantly boost overall volume performance and scalability. |
| 132249 | [Reporting] - Consolidate new report list views to a single one. | Consolidated two report list view providers into a single unified view, streamlining report management and maintaining existing functionality with automatic admin configuration updates. |
| 133035 | [Reporting][Participant relationships] - Add Case Connections Tables to Reporting Database. | Added the case connections tables into the reporting database so that users are able to report on case connections, such as links between multiple Claimants on a matter with their respective Claimant Solicitors. As a result, reporting can now show which Solicitor represents each Claimant. |
| 131795 | [Teams] - My Teams - Filter/Toggle to show Active Teams Only. | You can now easily toggle to view only active team memberships when managing users, streamlining access management for employees with multiple or past team roles. This enhancement improves clarity and efficiency, especially for dynamic roles like trainee solicitors with frequent team changes. See the article User Management for more information. |
| 127798 | [Workflow] - Enhance 'Create Work Item' to handle Sub-Type, and Jurisdiction. | The 'Create Work Item' workflow block now supports setting Sub-Type and Jurisdiction fields at creation, including mandatory jurisdiction selection and enhanced handling for matter, instruction, and proceeding work types. This update improves accuracy and flexibility when creating work items via workflows, with full validation and option set integration. |
| 131035 | [Workflow] - Extend 'Update work item attribute' to allow adding multiple updates. | The "Update work item attribute" workflow action now supports updating multiple attributes simultaneously, streamlining workflows and reducing clutter. Users can add, edit, and delete multiple attributes with validations to prevent duplicates and require at least one attribute per action. This enhancement ensures all attribute updates are correctly processed and logged, improving workflow efficiency and clarity. See the article Update work item attribute - Workflow Toolbox for more information. |
Issues resolved in 7.11.0
| Internal ID | Title | Release Notes |
|---|---|---|
| 127810 | [Admin] - Creating a Team when there are no pre-existing teams throws an error in the console. | Fixed an error that occurred in the console when creating a team if no teams existed previously, ensuring smooth team setup from a clean slate. |
| 127206 | [Admin] - Disallow trailing spaces from user's Identity Claim. | Admin update: Leading and trailing spaces are now automatically removed from users' Identity Claim fields when you click away or save, ensuring cleaner and more consistent data entry. |
| 132020 | [API] - Getting an error when trying to merge participant organisations. | Fixed an error when merging participant organisations by updating the API method from POST to PUT. Now, the Master Record retains and updates details correctly while the other organisation is set inactive, ensuring smooth and successful merges. |
| 134127 | [API] - Indexer status page used for healthchecks is too resource intensive. | Added lightweight healthcheck endpoints to ShareDo, Identity, and Indexer services to efficiently monitor SQL, Event Store, and Elastic connectivity, reducing resource usage under stress. |
| 130005 | [API][User] - User accounts that are locked/inactive can still call api requests using their auth token. | Fixed an issue where locked or inactive user accounts could still make successful API requests using existing bearer tokens. Now, all refresh tokens are revoked immediately upon locking/inactivation, preventing token refresh and limiting API access to token expiry (max 15 minutes). This enhances security by ensuring inactive users cannot maintain API access. |
| 126910 | [Approvals] - Assignment rule dropdown should be ordered alphabetically and searchable. | The assignment rule dropdown in Approval Models is now sorted alphabetically and includes a search feature, making it faster and easier to find the right rule when editing approval steps. |
| 126284 | [Browser Tabs] - Work Item with ‘&’ in the names shows as ‘&’ (ampersand). | Fixed an issue where ampersands (&) in work item names appeared as “&” in browser tab titles. Now, all special characters in work item short names display correctly, ensuring clear and accurate tab labeling. |
| 106970 | [Calendars] - New working day calendar has start/end time of midnight. | Fixed an issue where new working day calendars defaulted to midnight start/end times; now they correctly default to 09:00–17:00 based on user timezone, ensuring accurate key date displays across timezones. Existing calendars remain unaffected. |
| 135187 | [Chronology] - Time focus sometimes incorrectly sets the end date. | Fixed an issue where adjusting the time focus in Chronology could incorrectly set the end date, ensuring accurate filtering and display of key dates and milestone events. This improves timeline reliability and consistency across environments. |
| 133187 | [Data Composer] - Calculated field does not resolve when a chained lambda contains a sub-property expression. | Fixed an issue in Data Composer where calculated fields failed to resolve when using chained lambdas with sub-property expressions. Calculated fields now correctly evaluate and display values in both debugger and workitem contexts. |
| 133185 | [Data Composer] - Calculated fields are not displayed in the browser. |
This fix involves a breaking change to Chronology POI work type references in data composer. Whereas before the fully materialised related work item was available for selection (e.g. prepare document for a document-generated POI), now only the basic work item information is available (e.g. title, phase, reference) and you will have to specify and resolve a type to gain access to more. Any clients who have used these fields will have to update them. |
| 124222 | [Data Composer] - Script function with lambda expression passed in as a parameter doesn't evaluate correctly. | Fixed an issue in Data Composer where script functions with lambda expressions passed as parameters did not evaluate correctly. Now, functions using lambda expressions resolve accurately, ensuring calculated fields return the expected results. |
| 127541 | [Data Composer] - ODS Entity Picker on Document Questionnaire does not return a value. | Fixed an issue where the ODS Entity Picker on Document Questionnaires failed to return values during query debugging. The picker now correctly resolves data whether configured with or without a role, ensuring reliable data retrieval in document generation. |
| 127812 | [Data Composer] - Ability to resolve boolean field in data composer. | Fix for the ability to resolve the Boolean field in the data composer to a user-friendly value. When using data composer on some Boolean fields, e.g. a toggle field on a form or the DPA check results on a Telephone call work type, you have the ability to resolve the output to 'user-friendly' content. |
| 134324 | [Data Loading] - Operation counts update timing out. | Fixed timeout issues during operation counts updates in data loading by optimising database indexing, improving transaction handling, and enhancing error propagation. This ensures accurate count updates and smoother processing even under load, maintaining reliable data load functionality. |
| 133962 | [Data Loading] - Participant loader should suppress all participant synchronisation. | Participant loader now suppresses all automatic participant synchronisation during data loading, preventing unintended role assignments and improving performance. This change ensures roles must be explicitly managed via the participantRoles table, enhancing control and clarity in role handling. |
| 130247 | [Data Loading] - Person contact hours validation description is incomplete and not clear. | Improved clarity of the person contact hours validation message to provide complete and clear guidance during data loading. Validation functionality remains fully intact and tested. |
| 130286 | [Data Loading] - Reload blade does not refresh properly when re-opening blade. | Fixed an issue where the Reload blade did not refresh properly when reopened, ensuring accurate display of load issues. This update improves reliability when reloading data sets in the Data Loading feature. |
| 132063 | [Data Loading] - Time entry validators are not checking time code for the classification correctly. | Fixed time entry validators to correctly recognise UK time code classifications, resolving false errors for matter-billable and matter-related-non-billable codes like TEL and CORRESP. Validation now accurately reflects classificationSystemName, ensuring smoother data loading and error handling. |
| 129972 | [Data Table Upload][EE] - Processing of a data table upload seems to stall when the data table template is deleted and an error occurs when trying to open the process via the admin page. | Fixed an issue where deleting a data table upload template during processing caused the upload to stall and errors when accessed via the admin page. Uploads now continue smoothly even if the template is removed mid-process. |
| 127215 | [Data Table Uploader (new)] - Exception on uploads with duplicate column names. | Fixed an exception during data table uploads caused by duplicate column names. Now, the error message clearly highlights which columns are duplicated, preventing upload continuation until resolved for a smoother user experience. |
| 124695 | [Data Table Uploader] - Upload Template fails to maintain column ordering. | Fixed an issue in Data Table Uploader where upload templates could lose their column order after saving and reopening. Templates now consistently retain the original column positioning, ensuring reliable workflow creation and data mapping. |
| 134415 | [Database] - Missing index on core.sharedoParticipantLocations causing extended query times and excessive CPU/IO resource consumption from indexer. | Added a missing index on core.sharedoParticipantLocations to significantly reduce query times and lower CPU/IO resource usage from the indexer, improving overall system performance. |
| 133857 | [DataLoading] - Unload fails due to foreign keys in core.sharedoCommercialModel.
|
Fixed unload failures in fees-v3 caused by foreign key constraints in core.sharedoCommercialModel. Validated successful load and unload of offers and invoices, ensuring smooth data operations without validation errors. |
| 113806 | [DataQuality] - Data quality rules list view throws error when phase no longer exists. | Fixed errors in the DataQuality rules list view and Phase Plan when deleting phases that are referenced by data quality rules, change rules, or key dates. Now, users see a clear Find Usages blade showing references and can safely remove or edit them before deleting phases, preventing crashes and ensuring data integrity. |
| 132273 | [DMS] - Manage button on DMS widget generates SharePoint link with repeated redirects when configured to use Flat mode. | Fixed an issue where the Manage button on the DMS widget caused repeated redirects when generating SharePoint links in Flat mode. Now, clicking Manage reliably opens the correct SharePoint folder without infinite redirects, improving document access and user experience. |
| 132223 | [DMS] - cloudimanage vanity URLs are not supported under the cloudimanage configuration option. | Users can now edit and save custom iManage vanity URLs when using the cloudimanage configuration, enabling support for personalised subdomains across test and production environments. |
| 134162 | [DMS] - Flat DMS page - O365 search does not show all results. | Fixed an issue in the Flat DMS page where O365 search results were incomplete. Now, search results load incrementally with the "Show More" button, ensuring all matching documents are accessible without a "View All" button in Flat mode. |
| 132070 | [Doc Gen] - The 'Considering refreshing' phase guard shows even when no changes have been made. | Fixed an issue where the 'Considering refreshing' phase guard appeared even when no changes were made to document templates, ensuring smoother document generation and progression. |
| 133289 | [DocGen][Document Pack] - The number of copies is not respected when the pack is being generated. | The Document Pack generation now correctly produces a single copy of source files as configured, with the non-functional "Copies" option removed from the UI for clarity. No database changes were made. |
| 128277 | [Document Admin] - Permission 'Admin - Document Assembly' gives access to Doc Admin but errors when trying to apply Data Context. | Fixed an error for users with only the 'Admin - Document Assembly' permission when adding Data Context in Document Admin. Note: Saving documents now requires the additional 'Documents - Browse Repository' permission.
|
| 134708 | [Document Delivery Status] - Widget not refreshing ribbon menu after opened Delivery Task blades are closed. | Fixed an issue where the Document Delivery Status widget did not refresh the ribbon menu after closing Delivery Task blades, ensuring the "Document Delivery" button correctly appears or hides based on open tasks and configuration settings. |
| 124212 | [Document Repository] - Dragging files onto document expectation at 'For Review' does not complete it. | Fixed an issue where dragging files onto Document Expectations in the "For Review" phase did not complete the task as expected. Now, Document Expectations in both "For Review" and "Expectation" phases auto-complete correctly when files are dragged onto them, improving workflow efficiency. |
| 123277 | [Document Template][Clone][Data Quality] - The selected business rule is not displayed for a cloned template unless the config cache is refreshed - Inconsistent behaviour. | Fixed an issue where selected business rules were not displayed for cloned document templates until the config cache was refreshed, ensuring consistent behavior and immediate visibility of rules in cloned templates. |
| 131915 | [Document widget] - O365 search only returns the first 25 search results. | The Document widget’s Office365 search now respects the page size set in the portal designer, allowing users to view and page through all search results beyond the default 25. This fix improves search result visibility and navigation for Standard display mode, while Flat mode paging issues remain separate. |
| 127790 | [Documents] - Error when selecting Plans for a Document Template. | Fixed an error occurring when selecting Plans for a Document Template, ensuring the 'View Plans' blade opens correctly and plan counts update as expected after publishing. This resolves issues with plan visibility and interaction in document workflows. |
| 129448 | [EE / Proxy] - PATCH http method not supported. | Added PATCH HTTP method support to the Event Engine proxy, enabling workflows to successfully execute PATCH requests via sharedo.http. This fix resolves previous errors and bad request issues, improving API connectivity and workflow reliability. |
| 135485 | [Email][Templates] - Inserting a template into a reply should not replace the email thread. | Fixes an issue where inserting an email template into a reply or forward would replace the entire email thread; now, the original thread is preserved by only updating content above the email trail for a seamless conversation flow. |
| 135024 | [Email][UX] - ‘Refers To’ empty when replying to/forwarding inbound email. | When replying to or forwarding inbound emails, the "Refers To" field now intelligently defaults to the most relevant case - prioritising parent cases, single related cases, or the currently viewed case - ensuring accurate case association and improving email handling efficiency. |
| 136062 | [Emails][UX] - Error when viewing Attachments on Outbound Email blade. | Fixed an issue that occurred when viewing an outbound email which has attachments. The email was successfully sent; however, when viewing the email blade and then navigating to the attachments area, an error occurs. |
| 135432 | [Emails][Phase guard] - "The total size of the attachments must be within the limit" error when forwarding email. | Fixed an issue where forwarding emails caused duplicate attachments and triggered a "total size of attachments" error. Now, only the correct files are included, preventing size miscalculations and ensuring emails forward smoothly without duplication. |
| 135467 | [Emails][UX] - Templates dropdown is empty when replying to email. | Fixed an issue where the Templates dropdown appeared empty when replying to an email and assigning it to a case. Now, setting and saving the "Refers To" field correctly populates the Templates list for seamless email responses. |
| 134454 | [ETL] - Data loading process validation should verify corresponding "import.sharedo" record for "import.keyDates" records. | Added validation to the data loading process to detect missing foreign key relationships between import.keyDates and import.sharedo records, preventing orphaned keyDates entries. This enhancement improves data integrity by ensuring all keyDates records have corresponding sharedo references. |
| 127335 | [Execution Engine] - Process step entries are duplicating in the Execution Log. | Fixed an issue causing duplicate process step entries in the Execution Log by removing conflicting code from a faulty merge. This resolves long-standing duplication across workflows while ensuring smooth workflow building and execution. |
| 132003 | [Finance] - Error when adding multiple optional codes to a budget. | Fixed an error occurring when adding multiple optional codes to a budget by improving handling of calculated positions on unsaved rows, preventing misleading error messages while ensuring data accuracy. |
| 126469 | [Finance] - Invoice Interest Calculation performance enhancements. | Improved invoice interest calculation performance by significantly reducing unnecessary interest transaction records and optimising daily interest rounding. This enhancement cuts processing time from over 10 minutes to under 3 minutes for large datasets, ensuring more accurate and efficient interest accrual. |
| 135128 | [Finance] - Invoice Interest toolbox item should store Segment Values by CodePath instead of ID to support Export/Import across environments. |
Invoice Interest toolbox now stores Segment Values by CodePath instead of ID, enabling seamless Export/Import of workflows across environments. An assistant job ensures all workflows are updated and validated to prevent invalid imports, maintaining accurate interest calculations and Chart of Account code integrity. |
| 125070 | [Finance] - Negative Rate Delta added to a Derived Interest Rate is displaying as double negative. | Fixed an issue where negative rate deltas added to derived interest rates displayed as double negatives. Now, negative rates consistently show with a single minus sign across all rate types for clearer, accurate financial data. |
| 131944 | [Finance] - Price Adjustments Missing from Contract Partner Payment Request. | Fixed an issue where price adjustments were missing from contract partner payment requests. Uploading purchase items via the new data table template now correctly sets and displays currency codes, ensuring accurate financial processing. This fix is included starting in version 7.11. |
| 130307 | [Finance] - Using multiple optional chart of account codes on a budget with calculated position(s) creates an error. | Fixed an error when adding multiple optional chart of account codes on budgets with calculated positions - now you can add and edit multiple optional fields without errors, with calculated positions updating correctly before saving. Improved UX ensures new optional segment values are saved seamlessly, preventing calculation issues. |
| 134766 | [Finance][Chart of Accounts] - Importing a Chart of Account Code with a business rule - both import but the rule is not applied. | Fixed an issue where importing a Chart of Accounts Code with an associated business rule did not apply the rule correctly. Now, both the code and its linked business rule import seamlessly, ensuring proper linkage and functionality. |
| 115818 | [Finance][Invoice Interest] - Add additional validation to an interest rate derived from a variable rate when the calc date precedes the interest start date. | Enhanced invoice interest validation now correctly handles interest rates derived from variable rates when calculation dates precede the interest start date, preventing date coverage errors. This update ensures accurate interest calculations for rates defined in the Global Feature. |
| 129763 | [Finance][Public][Post - offers- API] - ParentSharedoId / ParentSharedoReference are not set. |
Fixed an issue in the Public Post - offers API where ParentSharedoId and ParentSharedoReference were not being set, ensuring offers correctly maintain their hierarchy and can be accessed without errors. This improves data integrity and navigation within ShareDo. |
| 132269 | [FormEvo] - Issue where FE can't be configured in non UK territories. | Fixed a critical issue preventing FormEvo configuration outside the UK, enabling full functionality and legal form creation in Australian territories. Users can now seamlessly link and use FormEvo across multiple regions without errors. |
| 135989 | [FormEvo] - Legal Forms fail to build where certain non-alphanumeric characters included in the data passed to the form. | Fixed a critical issue preventing the creation of a FormEvo form in ShareDo because of some characters like the ampersand (&). |
| 135437 | [iManage] - iManage search error when using search workspace resolver. | Fixed a search error in iManage when using the search workspace resolver, ensuring accurate and error-free document retrieval across all folder views and display settings. This improvement enhances reliability for users leveraging custom workspace resolver configurations. |
| 116094 | [iManage]- PDF conversion never enabled due to format of FileNodeInfo extension property. |
Fixed an issue where PDF conversion was never enabled due to the format of the FileNodeInfo extension property, ensuring reliable PDF processing moving forward. |
| 128462 | [Import Export] - Importing event engine manual variable breaks event engine. | Fixed an import issue where manual event engine variables with empty strings were not properly encrypted, causing event engine failures. Now, empty strings are correctly encrypted during import, ensuring seamless event engine functionality. |
| 122198 | [Import/Export] - Import/Export Not Including an Allocation Rule Table. | Fixed an issue where allocation rule line work types were not included in import/export packages, ensuring complete data transfer for environments using this functionality. This enhancement supports smoother migrations and integrations, particularly for users with custom allocation rule setups. |
| 98926 | [Import/Export] - Add all for calculated fields does not work. | Fixed an issue where the "Add All" option for calculated fields did not include all field types during import/export. Now, calculated fields across ODS, document generation, and work item levels are correctly added, streamlining migration between environments. |
| 129663 | [Import/Export] - Global menu display rules aren't included in export package. | Fixed an issue where Global Menu display rules were not included in export packages. Now, business rule dependencies for Global Menus are correctly identified, exported, and imported, ensuring consistent menu behavior across environments. |
| 106941 | [Export] - ‘/’ symbol in export name causes 404 error. | Fixed an issue where using a slash (/) in the export package name caused a 404 error. Now, export packages with slashes in their names can be saved, exported, and imported without errors. |
| 114769 | [Key Dates Widget] - No edit button to add key dates when none exist. | The Key Dates widget now always shows an edit button, allowing users to add or modify key dates even when none exist. This ensures seamless management of key dates for both new and existing work items. |
| 113013 | [Key Dates] - Multiple Accident Key Dates on sharedos despite config disallowing this. | Fixed an issue allowing multiple identical key dates to be saved despite configuration restricting duplicates, preventing occasional unintended duplications in shared environments. This ensures key date data integrity and consistent behavior across sessions. |
| 124702 | [Key Dates] - Multiple Key Dates within letters. | Fixed an issue where multiple Key Dates of the same type returned only the latest date in Context Browser queries. Now all instances are returned, though order is not guaranteed—ordering can be managed via Children/Descendant properties as a workaround. |
| 122056 | [Key Dates][Modeller] - Key dates editor loses changes. | Fixed key dates editor issues in Modeller where changes like adding, removing, or reordering key dates were not immediately reflected due to asynchronous config updates. Improvements ensure key date edits now appear instantly without needing a manual page refresh, enhancing reliability and user experience. Further refinements planned to fully resolve category duplication and drag-and-drop inconsistencies. |
| 132964 | [Key Dates][Modeller] - Sharedo.Core.Case.Configuration.Model.KeyDateAssociationUiConfig added to column uiConfig in table config.keyDateAssociations leading to the environment being down. |
Fixed a critical issue where malformed JSON in key date configurations could crash the environment. Now, JSON config is correctly serialised to prevent downtime when adding, removing, or reordering key dates, ensuring system stability and smoother UI sync. |
| 105129 | [List View Providers] - Hide depreciated list view providers to prevent them being used and impacting performance. | Deprecated list view providers are now hidden to prevent their use and improve system performance. The Settings Provider remains active and unaffected by this change. |
| 133563 | [List Views] - List view errors when entering an invalid date in filter, even after page refresh. | Fixed a critical issue where entering invalid dates before 02/01/1753 in list view filters caused persistent errors and broken views. Now, dates prior to 1753 are blocked to prevent SQL datetime overflow, and cached bad filters are cleared on page refresh to ensure smooth recovery. |
| 124486 | [Matter Details Blade][Chronology] - Console error 'self.resultModel.onDestroy is not a function' occurs when the Chronology blade is opened then closed via the Matter Details blade. |
Fixed a console error causing "'self.resultModel.onDestroy is not a function'" when opening and closing the Chronology blade via the Matter Details blade. Users can now open, close, and reopen the Chronology blade without errors or issues. |
| 120793 | [Modeller Assistant] - Handle when jobs throw exceptions retrieving commands. | Fixed an issue where exceptions thrown during job command retrieval prevented activity blades from opening. Now, errors are logged gracefully, and the activity blade still displays with empty commands, ensuring uninterrupted user access and verification. |
| 130419 | [Modeller] - "Create Without Parent" Global Feature not respected. | Fixed an issue where the "Create Without Parent" global feature was not properly enforced, ensuring validation messages now appear and the save button is enabled only when required fields like "Refers To" are set, improving clarity and workflow in telephone call creation. |
| 134416 | [ODS Locations] - ODS Locations connections query being called with empty ID and causing significant IO and CPU contention. | Fixed an issue where ODS Locations connections query was called with an empty ID, causing excessive IO and CPU contention. This update improves system performance and stability. |
| 134760 | [ODS][Workflows] - Allow update of ODS Entities with walls enabled from Workflows. | Workflows can now update ODS entities with Information Walls enabled by using a new permission, ensuring seamless updates to people records without compromising security. This fix resolves previous issues where updates silently failed or were blocked when Walls were active. |
| 134328 | [ODS] - api/ods/teams/default/organisation does not allow for over 2100 parameters. | Fixed an issue with the ODS API endpoint limiting requests to 2100 parameters by introducing a new endpoint for retrieving default teams, improving performance and reliability for large organisations with thousands of teams. This update ensures accurate team and task data across admin pages and email channels, even with extensive datasets. |
| 132963 | [Option Sets] - The migration code is cleared when saving the option set values blade. | Option Sets now correctly retain migration codes when saving values, including multiple options and special characters, ensuring seamless data migration and improved reliability. |
| 134312 | [Participant][Location] - Issue with dictionary lookup which could be the cause of the error 'The given key was not present in the dictionary.' | Fixed a dictionary lookup issue in ParticipantFinderLocationEnrichment that could cause the error 'The given key was not present in the dictionary.' This update improves stability and prevents recurring errors observed in production. |
| 128802 | [Participants] - When adding a new Employee to an Employer, the network connection is not made immediately. | Fixed an issue where adding a new employee to an employer did not immediately create the network connection, ensuring connections and related locations now update and display instantly upon saving. This improves accuracy and usability when managing participants and their associated organisations. |
| 133617 | [Participants][Vehicle Details] - Cannot view Claimant or Defendant vehicle details on an Instruction. | Fixed an issue where vehicle registration numbers for Claimant and Defendant vehicles were not displaying correctly in instruction titles. Vehicle details now show properly across Manage Participants and Remove/Reassign Participant blades, improving clarity and user experience. |
| 131157 | [Prizm] - Missing viewercontrol.css file. |
Fixed a longstanding issue where the outdated viewercontrol.css file was referenced in manifests after the Prizm UI upgrade, ensuring no missing CSS errors appear during document preview. This update improves stability and resolves silent browser failures related to manifest inconsistencies. |
| 135469 | [Public API] - Swagger API documentation fails to load when selecting a version. | Fixed an issue where Swagger API documentation failed to load when selecting a specific version. Now, all public API versions load correctly, with the latest version shown by default for seamless access. |
| 133834 | [Public API] - /api/v2/public/people/ and /organisation not triggering Elastic indexing. | Fixed an issue where creating or updating people and organisations via the public API endpoints did not trigger ElasticSearch indexing. Now, search results in the ODS blade and API reflect these changes immediately without needing a page refresh. |
| 115620 | [Regional Settings] - Notification Tracker not respecting regional settings. | Fixed an issue where Notification Tracker ignored user regional settings by ensuring all timestamps now respect the user’s configured time zone. This update improves date and time accuracy across notifications and list views. |
| 135192 | [Signatures] - Signature not saving when added via Upload. | Fixed an issue where signatures uploaded as images were not saving properly. Now, both uploaded and drawn signatures save correctly and display consistently after refresh or profile changes. |
| 118892 | [SOW] - Unable to create new SOWs due to time out error. | Fixed a timeout error preventing the creation of new Statements of Work by removing an expensive participant query from the Work Type Inception Rules blade. Users can now create and edit SOWs smoothly without delays, while role data remains accurate and intact. |
| 127800 | [Team Management] - When users are deleted the total count of members of a team is not reduced when viewing the 'View Team' blade. | Fixed an issue where deleted users were still counted in the total team member count on the 'View Team' panel. Team member counts now accurately reflect active members only. |
| 120514 | [Teams] - Unable to remove Team Members from Primary Team. | Fixed an issue preventing removal of members from their Primary Team when assigned the Member role. Users can now be successfully removed from both primary and secondary teams without errors. |
| 131200 | [UI][Contact Preferences] - Changing to current time on save. | Fixed an issue in Contact Preferences where saving time settings now correctly retains the configured time or updates to the current time when using the Today button. Users can confidently set, clear, and maintain availability times on their own or others’ profiles without losing changes. |
| 118276 | [UX][Court Appointment] - Text from a popup is obscured on blades if the title is really long. | Long dropdown option names in Court Appointment blades now wrap properly, preventing text from being cut off and ensuring full visibility. This fix improves readability and user experience on blades with lengthy titles. |
| 129727 | [UX][Document viewer] - Docked document preview sidebar incorrectly placed when portal tab nav used. | Fixed an issue where the docked document preview sidebar was misaligned when using the portal tab navigation widget. The preview now correctly aligns with the main widget across different zoom levels and browser widths, improving usability and consistency. |
| 134143 | [UX][Documents] - Docked document preview widget doesn't fill browser height when it is resized to new width. | The docked document preview widget now correctly fills the browser height when resized, maintaining its position at the bottom even after browser window height changes. This ensures a smoother and more consistent user experience when working with docked previews. |
| 136168 | [UX][Documents] - Gap may appear next to documents widget when browser is resized. | Fixed an issue where a gap could appear next to the Documents widget when resizing the browser. This ensures a seamless and consistent layout for better user experience. |
| 135472 | [UX][Emails] - Reload template confirmation dialog is incorrectly styled. | The reload template confirmation dialog in outbound emails has been restyled for a consistent and improved user experience. This fix ensures the dialog now displays correctly when reloading email templates. Further styling enhancements are planned in an upcoming update. |
| 133411 | [UX][Geopoints] - Typos in Labels for Geo Points feature. | Fixed typos in labels and buttons within the Geo Points feature, ensuring all text displays correctly and consistently. This improves clarity and user experience when adding incident locations. |
| 118285 | [UX][Menus][Work Item Ribbon] - Having an option with a long title causes display issues. | Ribbon button labels now display up to two lines before truncating with ellipsis, ensuring cleaner menus. Hovering over buttons reveals the full label for easy readability. |
| 128569 | [Widgets] - Key Facts widget allows saving with no content. | The Key Facts widget now prevents saving when the template is empty, eliminating errors caused by blank content. Additionally, null checks have been added to ensure stability during document generation. |
| 121529 | [Work Items][Reparenting] - Server support a maximum of 2100 parameters / Child Documents. | Fixed an issue where reparenting failed for work items with over 2100 child documents due to SQL parameter limits. The update batches queries to support large numbers of child items, ensuring smooth reparent operations even with extensive document hierarchies. |
| 121717 | [Workflow] - Find Work Item - Result collection limitation. | The 'Find Work Item' workflow block now supports returning up to 500 results per search, increased from the previous 100-result limit. This enhancement improves handling of large result sets, ensuring more comprehensive data retrieval within workflows. |
| 112614 | [Workflow] - Create budget transaction workflow block / API does not elegantly handle "undefined" user IDs. | Improved the Create Budget Transaction workflow block to enforce user Edit permissions, preventing unauthorised users from creating transactions. Added validation for undefined user IDs with clear error reporting in workflow logs, enhancing security and transparency. |
| 109694 | [Workflow] - Create work item does not invoke aspect savers. | Fixed an issue where the 'Create work item' workflow action did not trigger aspect savers. This update also adds a new 'Jurisdiction ID' column to the hd.matters table to support the fix. |
| 123839 | [Workflows] - EE Workflows Listing. Triggers column misleading. | The Workflows listing now accurately reflects trigger status by showing a tick only for active triggers; deactivated or no triggers display a cross. This fix improves clarity and prevents misleading trigger indicators in the Triggers column. |
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