RELEASE 25.1.2

MERGE MORE INFORMATION INTO EDITABLE PDFs

• Stop recreating PDF documents in Word format

• Add multiple merge fields and text to a single form field

• Use multiple data sources to generate multiple copies of a document

DOCUMENT TRACKING ENHANCEMENTS

• Merge the attorney’s signature on a document after the document passes review 

• Verify required fields were populated prior to moving to the next activity 

• Track the execution of documents by the client, defendant, and law firm  

ENHANCEMENTS TO MIGRATION

• Add images to the directory monitor independent of loading referrals

• Keep the date on images when loading them into CaseMax

• Systematically generate a casefile number when the case in the prior system was alphanumeric

MISCELLANEOUS CHANGES

• Allow Package or Document user data to be set on the split node rather than the activity to prompt processor to merge the document from the casefile 

• Customize resources and delays for each deadline type and kick off the workflow when a deadline is created

• Control how long before a hearing an activity is received based on hearing type