Agility Blue Update (April 2022)
What's New?
Media Log Entry Association
Media log entries no longer require a project or task just to be associated with a client or matter.
The project and task selection controls on the media log entry form have been replaced with an association dropdown list that allows users to select which level of the hierarchy the media log entry should belong to.
Additionally, controls have been added to allow media log entries to be created directly at the client and matter levels.
Ignored Files Registry
An option to add files to an ignored files registry is now available for attachments. Doing so will direct the inbound email service to ignore attached files and inline images that match the registered SHA256 hash values for emails sent into Agility Blue. This is particularly useful for instructing the inbound email service to not create and upload attachments from images that are part of signature lines.
Entries may be added directly from an attachment and the registry can be managed from a new tab on the workspace settings page. Notes may also be added to each entry so a reason for ignoring the file can be captured.
Permissions Additions
13 new permissions have been added. The workspace administrators permissions group will already have full rights for the following permissions, but other permissions groups may need to be set by a workspace administrator for their users to have visibility as desired:
Allowing users to view the projects tab on the client details page.
Allowing users to view the tasks tab on the client details page.
Allowing users to view the media log entries tab on the client details page.
Allowing users to view the volumes tab on the client details page.
Allowing users to view the billing entries tab on the client details page.
Allowing users to view the tasks tab on the matter details page.
Allowing users to view the billing entries tab on the matter details page.
Allowing users to view the Relativity tab on the matter details page.
Managing the permissions for the ignored files registry settings page.
Managing the permissions for the integrations settings page.
Viewing the history and notification logs pages.
New permissions setting for task subscribers.
New permissions setting for email templates.
Other Enhancements
Tasks can now be assigned while creating a project from a copied project or a project template.
The list of subscribers can now be added/removed from tasks while creating a project from a copied project or a project template.
Billing type properties can now be saved with the same price as the inherited price so the price can be "locked in" and avoid being changed when parent pricing information changes.
Total Client Comments field added to the clients grid.
Total Matter Comments field added to the matters grid.
Bug Fixes
Fixed an issue where the "Require Project Due Date" setting was being ignored when converting from a draft project to a normal project.
Fixed a permissions issue where creators of some objects could not delete those objects after their delete permissions were subsequently revoked.
Fixed an issue where project templates could not be saved when the "Require Requester" project setting was turned on and the "Auto-Populate Requester" project setting was turned off.