Release Notes Build 71768

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Release Details

Type

Category

Description

New

Preservation

Users using OKTA for authentication can now leverage OneDrive preservation functionality.

Update

Reports

Report generation and downloads now support up to 10,000 records, enabling Hold Managers and Legal Operations teams to efficiently handle larger matters without the need for manual workarounds.

Fix

Audit

Addressed an issue where the Audit Event Type was incorrectly displayed as “Non-Custodial Location: Not Present” when the preservation status was “Not Present” for a custodian location.

Fix

Labels and Notes

Resolved a few user interface issues in Labels and Notes.

Fix

Messages

Fixed a bug where incorrect confirmation and success messages were displayed when deleting a hold from a matter.

Fix

Matter Management

A bug where the Matter field was treated as mandatory but did not display the required indicator when creating a hold as a Matter Manager was fixed.

Fix

Reports

Updated the Active Holds Summary Report to include only active hold statuses. The report now correctly displays “Issued” and “ReIssued” holds instead of including “Draft” and “Issued” statuses.

Fix

Reports

Corrected an issue where Hold information was missing in the scheduled “Matter Detailed Report” when generated in CSV format.

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