Recent updates
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August 2023, Version 1.140.x
Updated onArticleAdvoLogix Matter Management Release (version number 1.140.x)
AdvoLogix has adopted a continuous development model where releases are made available in a monthly cycle. Each release may include new features, bug fixes, and/or minor improvements as well. The releases are not automatically pushed to your organizations but can be updated from the AdvoLogix Setup tab within our application. Click here for help with upgrading your organization to the latest release of AdvoLogix Matter Management.
MATTER MANAGEMENT (MM) Release Notes & Knowledge Articles (MM) Release Notes (MM)
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How do I create a new document with AdvoDoc?
Updated onArticleAdvoDoc has been designed to flow within your business process automation system. AdvoDoc assembly can be completely automated under a wide variety of use cases. Documents can also be created manually or on-demand at any time.
MATTER MANAGEMENT (MM) Use & Learn (MM) AdvoDoc Document Assembly
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Creating & Modifying a CalendarRules Docket
Updated onArticleDockets are the result of applying a CalendarRules trigger to an AdvoLogix matter. Dockets represent a series of activities grouped by virtue of a common time-line objective. This results in the ability to manage a group of interconnected Activities that move forward independently of (and/or in unison with) each other.
ADDITIONAL INTEGRATIONS CalendarRules Use & Learn (CR)
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Working With an SOP Log
Updated onArticleThe SOP Log view provides access to information and actions relevant to the underlying log record. This page layout and the underlying data can be customized to suit specific use case scenarios.
ADDITIONAL INTEGRATIONS CT SOP (Service of Process) Use & Learn (CT SOP)
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How does the Accounting Seed integrate with AdvoLogix?
Updated onArticleThe AdvoLogix Accounting Seed integration relies on two primary integration points, Matters and billable transactions, the latter consisting of Time and Expense records.
To this end our integration offers several methods to create invoices in Accounting Seed. These methods offer in context creation from Matters and Accounts or batch creation from a global application link.
The AdvoLogix Billing Preview works in conjunction with the integration to provide an interactive experience for predicting your firm's upcoming billing as well as managing Time and Expense data from a billing-centric context.
ADDITIONAL INTEGRATIONS Accounting Seed Getting Started (AS)
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Steps to Activate a New GIS (Google Identity Services) For Authentication
Updated onArticleGoogle Identity Services (GIS) is the latest service available from Google for authorization and authentication purposes within AdvoLogix integration with Google Drive. For customers who already have Google Drive integration enabled within the organization should follow steps mentioned below to switch the existing authentication mechanism to follow the updated Google Identity Service for authorization.
DOCUMENT MANAGEMENT INTEGRATIONS Google Drive Getting Started (GDrive)
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Identify Your Client ID & Secret From an Existing Google Cloud Console Project
Updated onArticleFollow the steps below to load an existing project in your Google cloud console.
DOCUMENT MANAGEMENT INTEGRATIONS Google Drive Getting Started (GDrive)
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Creating a SharePoint Folder via Automation
Updated onArticleAdvoLogix provides a utility apex method to generate a SharePoint folder automatically via Salesforce Flows.
DOCUMENT MANAGEMENT INTEGRATIONS SharePoint Configuration & Automation (SP)
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Upgrade the iManage Integration for Salesforce Package
Updated onArticleThe following instructions will allow your organization to upgrade an existing installation of iManage. Please refer to the release notes prior to installing an upgrade. This process should be completed by your organization's administrator. For security purposes your administrator will be required to log in one or more times during this process.
DOCUMENT MANAGEMENT INTEGRATIONS iManage Configuration & Automation (iM)
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Retrieving an Accrual List via Code
Updated onArticleThe following global Apex method can be used to retrieve list of accruals by providing vendor or matter.
SPEND MANAGEMENT (SM) Configuration & Automation (SM) Accruals: Global API Functions