Release Details
Type | Category | Description |
|---|---|---|
New | Field Configuration | Administrators can now rename default Hold and Matter field labels, mark fields as required or optional, and hide fields from the UI. Renaming affects only the display label; updated names are reflected in the Hold creation popup, Hold overview, grid views, and exports. System-mandatory fields remain required, field types cannot be changed, and default fields cannot be deleted. |
New | Field Configuration | Customized field names and configurations now carry through Manage Templates parameters, Matter and Hold reports, and Subscription Import/Export, keeping field naming consistent everywhere it appears. |
New | Custodian Management | The Employee Status column is now populated for contacts synchronized from Okta and Ping identity providers, where it was previously blank. Administrators can identify whether a contact is Active or Inactive across both the Address Book and Hold Custodians screens. |
New | Custodian Management | A new "Include inactive contacts" option lets clients surface former employees in the Address Book so they can be added to Holds when needed. Active contacts remain the default view. |
New | Custodian Management | Hold Managers can now update a custodian's communication status once and apply it across all active holds that custodian is assigned to. The change applies only to active holds, leaves closed holds unchanged, requires authorization, and confirms the number of active holds affected before applying. The custodian's current communication status is now also visible in the Custodian Overview. |
New | Data Collection | Users can now scope a Box collection to specific folders per custodian rather than collecting all data by default. A folder picker pauses collection for folder selection, applies chosen folders as filters, and resumes the sync automatically. Selecting no folders defaults to a full collection. Also includes an Include Trash toggle, Auto Sync support for folder-level collections, and collection auditing (Initiated, Failed, Completed, Retried). |
New | Reports | Users can now select all custodians for a report with a single click. For scheduled reports, the selection automatically covers all custodians as they are added or removed over time without needing manual updates. |
Fix | Notifications | CC'd recipients on a hold notification were incorrectly listed as custodians in the message body. CC recipient details are no longer merged into custodian placeholders. |
Fix | UI | A scroll bar overlapped the dropdown fields (Matter, Hold Owner) in the "Legal Hold Details" modal in Firefox. Layout now keeps dropdowns and inputs clearly accessible across browsers. |
Fix | Data Collection | Gmail and Google Drive data sources were not being preserved correctly. Resolved and deployed to production. |