This Version of Unity™ Practice Management Docs is dependent on Unity™ Practice Management Core V4.28 or higher
Free‑Text Input Fields for Precedents
For clients that manage and maintain their own precedent templates, precedent coders can now add free‑text fields directly into the precedents. These fields appear during document generation and allow users to enter information that isn’t stored on the matter or in Salesforce, ideal for capturing one‑off or document‑specific details.
This enhancement facilitates added support for a new merge code that allows precedent coders to insert a dynamic free-text input field directly into a precedent. This input field appears in the Precedent Generation Interview/Preview Screen, enabling users to enter information specific to a single precedent that is not stored on the matter record or any salesforce record. This enhancement provides greater flexibility for capturing precedent-specific data during document generation.
| For Administrators: Client Administrators can implement this functionality by adding the fields to their Precedent Data Page Layout. Please refer to the Tango Guide for steps to Implement. |
Automated iManage Workspace Closure Tracking
For customers who use iManage as the DMS of choice and want to automate the closure of workspaces:
"iManage Workspace Closed?" status automatically updates when a matter is closed or reopened. A reference flow template is included to guide updates.
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Administrators: Ensure the custom field used for "Workspace Closed?" is mapped in the NetDocuments Profile custom metadata in Unity PMS. The profile ID should correspond to a checkbox custom field in iManage, typically Custom25 to Custom28. Refer to your iManage implementation for the exact custom field. We have also provided a flow template that tags "iManage Workspace Closed?" as TRUE or FALSE and is currently set to inactive. You can use this as a reference to update the field whenever a matter is closed Flows:
Please also refer to the permission changes table at the end of the release notes. |
Expanded Support for iManage Field Syncing
For customers who use iManage as the DMS of choice and want to map more fields to their iManage database beyond Client Name and Matter Number and Summary:
You can now sync an unlimited number of custom metadata fields to iManage workspaces. Simply ensure the fields exist in the iManage cloud, define their parent relationships, and they will sync as part of workspace creation.
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For Administrators: If the client has existing NetDocs Profiles metadata for iManage, make sure to edit the Matter and include a value in the Parent Profile ID Lookup field. This ensures that Matters created by the integration are linked to the Client. If the Parent Profile ID Lookup is not set up in the Matter mapping, it will cause an error. Additionally, if the field is not visible on the page layout, edit the layout and add the field so it is displayed. Client Administrators can implement this functionality by adding the fields to their Page Layout/s. Please refer to the Tango Guide for steps to Implement. |
Combining Related List Data
For customers who manage and maintain their own set of precedents:
We have introduced features to combine account names and text from related lists, making precedent coding less time-consuming:
- Combine as Text checkbox
- Combination Rules picklist to define how the account names should be merged
- Formatting options: Transform to Uppercase, Display as List and Format to Bold
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For Administrators: Client Administrators can implement this functionality by adding the fields to their Precedent Data Page Layout. Please refer to the Tango Guide for steps to Implement. Please also refer to the permission changes table at the end of the release notes. |
Valid File Extensions for Output Filenames
For customers who manage and maintain their own set of precedents:
Precedent template output filenames are now validated to ensure they include a correct file extension. This prevents documents from failing to upload to iManage/NetDocs or being saved incorrectly in Salesforce in the event that the file extensions were omitted from the Output Filename field.
| For Administrators: No admin tasks are needed for this enhancement. |
Quick‑Generated Documents Now Upload to DMS
For customers who manage and maintain their own set of precedents and are trialing the Quick Generate action:
Quick‑generated documents now automatically upload to NetDocuments or iManage, matching the behavior of the full preview-and-confirm workflow.
| For Administrators: No admin tasks are needed for this enhancement. |
Missing iManage Folder Email Addresses
For customers who use iManage as the DMS of choice and has workflows for folder email addresses:
Folders that are created as part of opening a workspace now automatically get assigned the correct email address, if their template folder is configured for to do so. This eliminates the need to manually generate an email address for a created folder as was previously done as part of workflows.
| For Administrators: No admin tasks are needed for this enhancement. |
Folder Permissions Not Inheriting Correctly - iManage
For customers who use iManage as the DMS of choice and have custom permissions for workspace folders:
Folders that are created as part of opening a workspace now correctly match their template folder, including privacy settings such as Public, Private, View, or Inherit. This eliminates the need to manually assign or replicate the permissions on folders that were automatically created by the integration.
| For Administrators: No admin tasks are needed for this enhancement. |
Chrome v142 Compatibility for iManage iFrames
For customers who use iManage as the DMS of choice, we have updated the iManage iFrame implementation to support Chrome’s new 'local-network-access' requirements. This restores the ability to open documents in desktop apps (e.g. Word, Excel) and send documents via Outlook.
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For Administrators: Users may need to explicitly allow Local Network Access when prompted by browsers as users visit the site. |
NetDocuments iFrame Compatibility with Chrome v142
For customers who use iManage as the DMS of choice:
A new Lightning Web Component (LWC) now supports Chrome’s Local Network Access feature.
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For Administrators: To use the newly implemented iFrame for the URL, edit the record page and search for netdocsWorkspace in the Components tab. Drag it onto your record page. By default, the iFrame height is set to 600, but you can modify it to increase or decrease the height as needed. Ensure to add NetDocuments URL to the Trusted URL and frame-src (iframe content) is checked. Users may need to explicitly allow Local Network Access when prompted by browsers as users visit the NetDocuments iFrame. Replace the old iFrame implementation (VF Page) with the new one on their Matter Record page. |
New Fields Requiring Permissions
| OBJECT | FIELD | MIN ACCESS LEVEL EXPECTED | WHERE IS IT USED? |
| Matter | iManage Workspace Closed? | Edit | For iManage mapping to indicate if the workspace is closed or still open. |
| Precedent Data | Combine as Text | Edit | Used to tag the Precedent Data as Combined Text. |
| Precedent Data | Combination Rule | Edit |
A picklist field where users can decide how they want their names to be merged. - First Name Only - Last Name Only - Full Names |
| Precedent Data | Transform to Uppercase | Edit | A checkbox field to convert your output to uppercase. |
| Precedent Data | Display as List | Edit | A checkbox field to display each name on a separate line. |
| Precedent Data | Format to Bold Text | Edit | A checkbox field to display your names in bold format |
New Apex Classes Requiring Permissions
| API NAME | WHERE IS IT USED? |
| NetDocsWorkspaceLC | For retrieving the NetDocuments workspace data needed for the iFrame URL. |
Flow Templates
| FLOW LABEL | FLOW API NAME | WHERE IS IT USED? |
| iManage Update "Workspace Closed?" to TRUE | iManageUpdateWorkspaceClosedtoTRUE | A flow template to set "iManage Workspace Closed?" to TRUE whenever a matter is closed. |
| iManage Update "Workspace Closed?" to FALSE | iManageUpdateWorkspaceClosedtoFALSE | A flow template to set "iManage Workspace Closed?" to FALSE whenever a matter is re-opened. |