Litify Product Team

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Activity overview

Latest activity by Litify Product Team
  • Litify Product Team created an article,

    Auto-merge

    Auto-merge Auto-merge is the ability to initiate a merge from anywhere within Litify, and not need to navigate to the Docrio widget and click the merge icon.  Requirements for Auto-merge: Template...

  • Litify Product Team created an article,

    Docrio V3 Release Notes

    Docrio V3 Release  08/03/2020 V3 release is what everyone has been waiting for. OCR is here! With OCR on in your organization, users can now search the contents of a document and not just the file ...

  • Litify Product Team created an article,

    Matters + Intakes v21.2 Upgrade Steps

    Table of Contents Installation link Check "Firm Sync is Paginated" in Custom Settings Installation link Install the package for your org (production environment or Sandbox) using the correct lin...

  • Litify Product Team created an article,

    Litify Inbox July 2020 Release

    Release Notes  Released:  July 21, 2020 Upgrade: Automatic, no installation required Docrio Default Folder Setting Controls  We're introducing the ability to set a default category/subcategory for ...

  • Litify Product Team created an article,

    Matters + Intakes v21.2 Release Notes

    Table of Contents Upgrade steps Improvements and bug fixes Activity Timeline Litify Referral Network Settlement Calculator Known Issues Upgrade steps There is one small but critical upgrade st...

  • Litify Product Team created an article,

    Activity Timeline FAQs

    Why are some activity records not visible? There are a few reasons why an activity record may not be visible within the timeline: The Activity Type (i.e., the type of record you are looking for) i...

  • Litify Product Team created an article,

    Activity Timeline Setup Assistant FAQs

    Table of Contents Why do I see an error when trying to add a custom object as an Activity Type? I deleted an Activity Type. Why is the Field Mapping still showing up? Why can't I add "Call" as an ...

  • Litify Product Team created an article,

    Disable Automated Intake & Matter Display Names

    Litify automatically populates the Display Name fields on both Intakes and Matters, using the following data: [Client Name] | [Numerical Month of Incident Date]/[Numerical Year of Incident Date] |...

  • Litify Product Team created an article,

    Activity Timeline User Guide

    The Activity Timeline gives you a comprehensive, chronological view of the activity that has taken place on an intake, matter, or any other type of record. Use it to: Spend less time reviewing eve...

  • Litify Product Team created an article,

    Matters + Intakes v21.1 Upgrade Steps

    Table of Contents Installation link Upgrade the Litify Referral Network endpoint Re-log in to the Litify Referral Network Add the runDisplayNameConversion field to the Apex Configuration page layo...