About this Build

This build brings extensive improvements and new features, as well as bug fixes.

Electronic Signature (eSignR)

In personal settings, you can now create and manage user profiles. Tenant-specific profile storage is also possible. The new profile editor enables intuitive configuration. The system offers country-specific defaults with a "Reset to Default" button. Help center links are configurable and all texts are fully localized.

Signature Dialog and Preview

The signature dialog has been completely redesigned. All API parameters are now visible and can be directly overridden. The live display of the signature appears directly in the preview box, allowing you to see the final result before finalization.

Multi-Signature and Attachments

Documents can now be signed by multiple people. A signatures overview in the info and signing dialogs shows all signatures. Electronic signing now also supports attachments, allowing you to sign complete documents with all enclosures. Version conflicts are automatically handled when importing templates.

Process Monitoring and Invoicing

The Mobile-ID transaction ID is displayed directly in the progress bar, allowing you to transparently track the status of the signature process. The eSignR invoicing has been introduced and is based on usage data from the license server. A signature counter in the customer editor enables precise control over usage.

Calendar, Agenda and Deadlines

Extended Calendar Views

The calendar views have been expanded. Appointments with multiple participants are now displayed individually. There is also a new "per user" view for better clarity. Deadlines are shown at the top as all-day events, making them clearly visible. With Alt+Click on a user, you can select or deselect all entries for that person at once.

Revised Deadlines Window

The deadlines window has been comprehensively revised and expanded. You can switch between an icon column and a code column (shortcode). The codes are also visible in the user menu. Deadlines are now displayed by default in the agenda, so you can see all important dates at a glance. A new column shows data changes for deadlines. The deadlines and appointments list has been fundamentally improved, offering better clarity and usability.

Hourly Rates and Billing

Flexible Hourly Rates

You can now manage and bill both external and internal hourly rates per staff member. Date-dependent standard hourly rates per executive are now available. This allows flexible rates depending on the period instead of a fixed value.

Invoice Management

Invoices automatically created by the billing plan receive a note in the memo field of the invoice record, making them easily recognizable in the list of unposted invoices. With a new parameter for the memo field, comments in the invoice memo field are transferred to the debtor list.

Dossier and Invoice Texts

Dossier Management

Multiple lines can now be dragged and dropped into the dossier simultaneously. Subscription items can be added directly in the dossier window. Sorting of services is faster and more intuitive.

INSERT Expressions

The new expression INV_INSERT("ConsolidatedInvoiceSummary") creates a consolidated invoice overview with title grouping and total line. If the first parameter is passed in UPPERCASE, the result is also in uppercase. This can be disabled by a parameter.

SharePoint Integration

The SharePoint integration has been expanded. You can now create and delete groups and sites as well as add and remove team members. A new check-in/check-out workflow for draft documents is available, enabling better collaboration. Team management has been optimized with improved validation, address storage, and prompts for deletions.

Document Management (DMS) and Search

Archive Export

When exporting from the archive, documents are created with their original date. There is also an option for a date/time prefix.

Global Search

The sorting of documents in the global search has been corrected and now works as expected.

Error Handling

The system now displays a clear error message if the "Microsoft Print to PDF" driver is not installed.

User Interface and Windows

timeSensor LEGAL 365 uses the main window by default instead of the two-bar view, resulting in more intuitive operation. The info dialog for documents and drafts has been enlarged. This fixes the issue where text was cut off on Windows.

E-Mail and Outlook (Windows)

When creating an e-mail, Outlook is automatically brought to the foreground. A new parameter for blocking and non-blocking script execution has been added to facilitate debugging.

Security and Login

Prevention of simultaneous login of the same user has been implemented. This parameter is controllable and disabled by default. Handling of initial passwords has been optimized.

Data Security and Timesheet

The timesheet auto-recovery file is now kept for 72 hours instead of 24, giving you more time for recovery.

Contacts (MS365)

During contact export, phone numbers are marked with a WORK or HOME postfix. This can be controlled by a parameter.

beA (German legal communication) and ZUGFeRD

The system has been adapted to the new XJUSTIZ version 3.6.2. This includes new XML templates and a new signer. ZUGFeRD has been secured against data misconfiguration.

Drafts (Drafts)

The issue has been fixed: Filters are no longer lost when saving a draft.