With the Actions Tracking module, JurisEvolution archives the history of actions taken by users on documents. Version 20.23.20 goes even further, adding actions on activities and detailing changes made.

It was already possible to define a person as confidential in the software. Today's development further optimizes the management of a person's confidential elements.

The functionality has 2 components

A new permission has been added to profile management for access to the confidential identification number and its document.

A number of situations made it difficult or impossible for a JE user to change a connection e-mail address in a database when, for example, he no longer had access to the e-mail box of the previous address to receive the links relevant to the change.

The link between the particular trust account and its general trust account is established, and the data in the annual accounting report represents the information required by the Quebec Bar.

Often, during the billing process, certain matters or invoices require more time to prepare. For this reason, it should be possible to manage statuses in the 360 billing window, according to the needs and reality of the practice, in order to pause certain billing projects. In this way, the user is always in control of what to include or exclude from batch invoicing.

It is now possible for a user to have the right to prepare the entire invoice without being able to accept it. In this way, the person in charge of billing can retain greater control over the final draft invoice.

All the contents of the electronic stenography can be used by the user during invoicing (when associated with the employee matter).

The reality of a practice may mean that different matter types need to be created to meet different needs. For example, an employee using the Criminal law matter type does not need to have access to the other new matter types created from it. It is now possible to manage access rights separately in the Matter type grouping in profiles.

To enhance the user experience and optimize searches, the relevant filters are now available in the 360 Window of profile permissions management.

In order to maximize the space allocated to a field in a custom section, the user can, in his configuration, apply the relevant space percentage to each item in the section.

(Coming soon in 20.23.34 - fall 2023) In addition, a new checkbox in the configuration allows you to make a field required. The asterisk (*) refers to this. The user cannot continue if the field is empty.

All numeric fields can be merged into text format.

There is no longer any limit to the number of items that can be permanently deleted simultaneously. With the "Documents restoration" and "Permanent deletion of matters" management tiles, the user can select all items and carry out deletion in a single action.

When a user is connected to JurisEvolution but not using it, there is a maximum delay of 240 minutes (4 hours) before he is disconnected from his work session. Prior to update 20.23.20, this delay was calculated at the level of inactivity of the software's deep functions only.

This made it possible for the user's colleague (who had an active session but wasn't using the software) to connect to the software, thereby stealing the user's working session (as there were not enough licenses for everyone). From now on, navigation through the interface (using the keyboard and mouse) will be taken into account when calculating the delay to the last action.

Now it's the colleague trying to connect who gets the message that the number of simultaneous connections has been reached, if any, and not the person who is already connected to JurisEvolution (but busy with a long telephone conversation or editing a document, for example).

When initiating a signature project from the matter in JE, the user is directly redirected to the consignO sites without having to enter login details. In fact, the virtual assistant performs the connection for the user.

The ability to edit multiple activities simultaneously has been added to the registered activities window. This feature was already available in the 360 Activities window, but several customers mentioned the need for such a feature in the Registered Activities window, as the financial value is displayed there.