Recent updates
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Introduction to the Accounting Seed Integration
Updated onArticleAdvoLogix and Accounting Seed seamlessly coalesce together within your Salesforce organization to create a "best of breed" solution. There is no need to synchronize across different platforms because all data is centrally managed within the same Force.com data ecosystem.
ADDITIONAL INTEGRATIONS Accounting Seed Use & Learn (AS)
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Getting Started with the CalendarRules Integration
Updated onArticleBefore your organization can begin using the AdvoLogix integration for CalendarRules, you must contact AdvoLogix to request access to the CalendarRules integration package as well as establish a subscription for CalendarRules.
ADDITIONAL INTEGRATIONS CalendarRules Getting Started (CR)
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Introduction to the CalendarRules Integration
Updated onArticleThe AdvoLogix CalendarRules integration brings the capabilities of your CalendarRules subscription in context with your AdvoLogix matter workflow and business process. The resulting solution provides an end to end cloud-based integration experience.
ADDITIONAL INTEGRATIONS CalendarRules Use & Learn (CR)
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AdvoLogix Winter 2020
Updated onArticleAdvoLogix Winter 2020 Major Release (version number 1.90.x - 1.96.x)
AdvoLogix provides two types of releases, major releases, and patch releases. Major releases are seasonal, occurring three times (approximately) per year and are generally accompanied by new functionality. Patch releases provide minor functional improvements and issue resolutions. It is important to note, patch releases are automatically installed for all customers on the current major release.
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Release Notes (MM)
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AdvoDoc Input Wizard
Updated onArticleThe AdvoDoc Input Wizard is used to validate the information that will be merged into the AdvoDoc before it is generated. Through the Input Wizard, a user can make changes to the data being merged before the document is created.
MATTER MANAGEMENT (MM) Use & Learn (MM) AdvoDoc Document Assembly
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Post Processing API Callback
Updated onArticleThe AdvoDoc API Callback allows administrators and integrators the ability to extend the automation process of document creation with custom functionality. This may be especially useful when integrating with third party document management systems.
MATTER MANAGEMENT (MM) Use & Learn (MM) AdvoDoc Document Assembly
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Creating an AdvoDoc Document via Process Builder
Updated onArticleThe following technique has been developed to provide organizations with the ability to automatically create a document from within the Process Builder. Use the following custom Apex Class to facilitate using the Process Builder.
MATTER MANAGEMENT (MM) Use & Learn (MM) AdvoDoc Document Assembly
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The AdvoDoc Template Designer
Updated onArticleThe template designer is a built-in word processor with options for controlling document formatting and selecting merge fields. The word processor has an option to view the html source code used to create the document. Those familiar with html can directly edit the source code for granular control and fine tuning.
MATTER MANAGEMENT (MM) Use & Learn (MM) AdvoDoc Document Assembly
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Using the AdvoLogix Application Guide
Updated onArticleThe AdvoLogix Application (App) Guide is our online knowledge base.
OTHER Technical Support Policies & Procedures
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AdvoLogix January - March 2014
Updated onArticleAdvoLogix provides two types of releases, major releases, and patch releases. Major releases are seasonal, occurring three times (approximately) per year and are generally accompanied by new functionality. Patch releases provide minor functional improvements and issue resolutions. It is important to note, patch releases are automatically installed for all customers on the current major release.
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Release Notes (MM)