In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 26, 2023 - 11:01 PST
Scheduled - SERVICE IMPACT
- There will be a downtime during the release that can occur any time after the maintenance start is announced via the status site. Do not perform any large data imports or changes during the maintenance window. Please communicate this information to all users.
- Data will be refreshed to mirror what is in production.

RELEASE CONTENT
The release highlights include:

Collaboration & Content (integration with Intapp Documents)
- On Demand SharePoint Workspace Creation
- SharePoint Workspace Creation via Automations
- Cloud Storage Widget
- Access to SharePoint from Page-level Actions

Relationship Intelligence
- Relationship Paths – Setup and UI Clean Up
- Exchange Connection – Stability Improvements

Automated Activity Capture
- Capture Email Sync Rules

Signature Collection & Data Quality Automation (Self-Maintaining Contacts)
- Parsing Signatures in 7 Languages
- Signature Validation and Company Matching Improvements
- Better Grouping of Data in Pending Updates Grid
- Re-Label Mass Actions

API
- Publications Default Topics
- Publications Tenant Events
- Publications Bootstrap

Calculations
- Run Test Calculations

DataCortex
- Creation of Views Based on DataCortex Objects
- Moody’s Analytics Bureau van Dijk Companies and Deals Data
- Additional Data Points Added to S&P, D&B, Preqin, and Equilar

Dashboards & Reporting
- Template Reports Grid Now Includes Row Level Actions
- Custom Row Level Actions
- Cherre Data Integrated to Map Widget
- Expanded ESRI Coverage for Canada and Europe
- Card Widget Includes Empty Categories

Search
- Grid Widget Search Defaults to Search Across All Fields

Automations & Notifications
- Email Notification when Automation Approaches Limit

Data Entry
- Address Autocomplete
- Time Zone Selection for Entries

Dispatch
- Pages: Field Label for Forms
- Updating Pages without Pausing
- Merge Marketing Stats

Outlook Add-In
- Navigation Bar Re-design
- Access to Dashboards
- Consideration of Additional User Email Addresses
- Improved Navigation & Sync

User Management
- Two-Factor Authentication Enhancements

Mobile Application
- Suggested Records: Similar Matches
- Dashboard Filters Display
- Preventing 3rd Party Keyboards (Apple)
- Document and Template report view update (Apple)

ADDITIONAL INFORMATION
- Detailed release notes will be posted on the Intapp Support Portal and DealCloud University on Tuesday, January 24th.
- If you have any questions, please contact support@intapp.com or support@dealcloud.com.

About This Site

Welcome to the Intapp Status Page, where we report the current status of our Intapp solutions. To see the status of a solution in a specific geographic region, expand any of the regional components. Below the list of regions, you’ll find notifications and information about upcoming maintenance events. For information about previous maintenance or incidents, use the History tab.

Status for Repstor solutions is available here.

EU Operational
EU DealCloud Operational
EU Experience Operational
EU Flow Operational
EU Intapp Integration Service (IIS) Operational
EU OnePlace CRM Operational
EU Pricing Operational
EU Relationships Operational
EU Risk/Flow Operational
EU Time Operational
Collaboration & Content Operational
US Operational
US DealCloud - Environment 1 Operational
US DealCloud - Environment 3 Operational
US DealCloud - Environment 4 Operational
US Experience Operational
US Flow Operational
US Intapp Integration Service (IIS) Operational
US OnePlace CRM Operational
US Pricing Operational
US Relationships Operational
US Risk/Flow Operational
US Time Operational
Collaboration & Content Operational
AP Operational
AP DealCloud Operational
AP Intapp Integration Service (IIS) Operational
AP OnePlace CRM Operational
AP Pricing Operational
AP Relationships Operational
AP Risk/Flow Operational
AP Time Operational
Collaboration & Content Operational
CA Operational
CA Flow Operational
CA Intapp Integration Service (IIS) Operational
CA Risk/Flow Operational
CA Time Operational
OnePlace CRM Operational
AE Operational
AE DealCloud Operational
EU: Non-Production Under Maintenance
EU DealCloud - User Acceptance Testing Under Maintenance
EU Experience - Sandbox Operational
EU Flow - Sandbox Operational
EU OnePlace CRM - Sandbox Under Maintenance
EU Risk/Flow - Sandbox Operational
EU Time - Sandbox Operational
EU DealCloud - Sandbox Operational
US: Non-Production Operational
US DealCloud - User Acceptance Testing Operational
US Experience - Sandbox Operational
US Flow - Sandbox Operational
US OnePlace CRM - Sandbox Operational
US Risk/Flow - Sandbox Operational
US Time - Sandbox Operational
US DealCloud - Sandbox Operational
AP: Non-Production Operational
AP DealCloud - User Acceptance Testing Operational
AP OnePlace CRM - Sandbox Operational
AP Risk/Flow - Sandbox Operational
AP Time - Sandbox Operational
CA: Non-Production Operational
CA Flow - Sandbox Operational
CA Risk/Flow - Sandbox Operational
CA Time - Sandbox Operational
OnePlace CRM - Sandbox Operational
AE: Non-Production Under Maintenance
AE DealCloud - User Acceptance Testing Under Maintenance
Operational
Degraded Performance
Partial Outage
Major Outage
Maintenance
Scheduled Maintenance
Time Release 2023.1.1.0 – US – Sandbox Jan 26, 2023 23:00 - Jan 27, 2023 03:00 PST
SERVICE IMPACT 
There will be downtime associated with this release. Website users may be logged out. Desktop users can work in offline mode during this time and will not be logged out. Do not execute bulk data upload during the maintenance. The service will be unavailable for up to 2 hours during the 4 hour maintenance window. This can occur any time after the maintenance start is announced via the status site. During the upgrade users will have synchronization and login errors.

RELEASE CONTENT
Please visit the Intapp Support Portal for more information regarding the New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Posted on Jan 20, 2023 - 10:28 PST
DC/OP - US/AP/CA - UAT/SAND - 2023.1 Release RC1 Jan 26, 2023 23:00 - Jan 27, 2023 15:00 PST
Update - We will be undergoing scheduled maintenance during this time.
Jan 26, 2023 - 08:59 PST
Scheduled - SERVICE IMPACT
- There will be a downtime during the release that can occur any time after the maintenance start is announced via the status site. Do not perform any large data imports or changes during the maintenance window. Please communicate this information to all users.
- Data will be refreshed to mirror what is in production.

RELEASE CONTENT
The release highlights include:

Collaboration & Content (integration with Intapp Documents)
- On Demand SharePoint Workspace Creation
- SharePoint Workspace Creation via Automations
- Cloud Storage Widget
- Access to SharePoint from Page-level Actions

Relationship Intelligence
- Relationship Paths – Setup and UI Clean Up
- Exchange Connection – Stability Improvements

Automated Activity Capture
- Capture Email Sync Rules

Signature Collection & Data Quality Automation (Self-Maintaining Contacts)
- Parsing Signatures in 7 Languages
- Signature Validation and Company Matching Improvements
- Better Grouping of Data in Pending Updates Grid
- Re-Label Mass Actions

API
- Publications Default Topics
- Publications Tenant Events
- Publications Bootstrap

Calculations
- Run Test Calculations

DataCortex
- Creation of Views Based on DataCortex Objects
- Moody’s Analytics Bureau van Dijk Companies and Deals Data
- Additional Data Points Added to S&P, D&B, Preqin, and Equilar

Dashboards & Reporting
- Template Reports Grid Now Includes Row Level Actions
- Custom Row Level Actions
- Cherre Data Integrated to Map Widget
- Expanded ESRI Coverage for Canada and Europe
- Card Widget Includes Empty Categories

Search
- Grid Widget Search Defaults to Search Across All Fields

Automations & Notifications
- Email Notification when Automation Approaches Limit

Data Entry
- Address Autocomplete
- Time Zone Selection for Entries

Dispatch
- Pages: Field Label for Forms
- Updating Pages without Pausing
- Merge Marketing Stats

Outlook Add-In
- Navigation Bar Re-design
- Access to Dashboards
- Consideration of Additional User Email Addresses
- Improved Navigation & Sync

User Management
- Two-Factor Authentication Enhancements

Mobile Application
- Suggested Records: Similar Matches
- Dashboard Filters Display
- Preventing 3rd Party Keyboards (Apple)
- Document and Template report view update (Apple)

ADDITIONAL INFORMATION
- Detailed release notes will be posted on the Intapp Support Portal and DealCloud University on Tuesday, January 24th.
- If you have any questions, please contact support@intapp.com or support@dealcloud.com.

Jan 20, 2023 - 17:07 PST
Risk/Flow Release 2023.1 – US/CA/EU Sandbox Jan 26, 2023 23:00 - Jan 27, 2023 03:00 PST
SERVICE IMPACT
There will be no downtime associated with this release. However, some users may be logged out during the release, but they will be able to log back in immediately. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

We encourage you to review the following new features and defect fixes.

RELEASE CONTENT

NEW FEATURES/ENHANCEMENTS

CONFLICTS:
- A new checkbox called 'Default selected Primary Filter' has been added to Administration > Conflicts > Reports to allow firms to determine if ICR reports are automatically filtered according to their Primary Filter option.
- A pre-defined instructional message can now be added to the ICR and ICR page via Administration > Conflicts > Reports. The instruction section on the ICR page is collapsible and will be hidden if no message is defined.
- The 'Create parties and affiliations' action associated with the Update Conflicts Search workflow state has been improved to update an existing party affiliation rather than creating duplicate parties.

INTAKE/FLOW:
- When completing a party lookup against D&B, BvD, or S&P, the industry codes and labels (i.e., NAICS or SIC) are fetched and stored from both request forms - to help users confirm provider provided data - and Conflicts. The data is available on the form itself and under External Content on the Party Profile. The primary classification codes are captured and sourced from D&B, BvD, or S&P depending on firm subscriptions and integrations with Risk. If a provider does not have a specific industry code, the field will not be displayed. If the company does not have industry data, the field will display a null value.
- Firms can automate their intake processes as determined by NAICS/SIC industry data. To expedite automated processes the NAICS/SIC industry data has been added to the lookup fields in the Workflow designer, Form designer, and Approval Rules. Additionally, the NAICS/SIC industry data has been added to the notification designer and can be inserted in both the subject line and email body by selecting the required option from the Requests Question Answers list.
- Admins and Users can now be notified by customized notifications addressing Request action failures. The Administration > System > Notifications configuration page has been enhanced with the ability to select Notifications templates for Admins and Users when the 'Enable Notification Template' configuration is enabled. This configuration is available for existing customers upgrading to version 2023.1. New installations will see the option to select templates without additional configuration options.

TERMS:
- Email notifications now include the Terms Summary Notes for clarity regarding billing requirements and other timekeeper relevant items. A new placeholder called Terms Summary Notes has been added to the notification template and is available when Enable Summary Notes in the application settings is set to True. Users can select specific Summary Notes based on Category/Sub-category. Additionally, the Terms API has been updated to allow for triggering email notifications containing Summary Notes.
- The Send Notification API supports Component Group security for both Summary Notes and Terms Summary Notes notification types. If the recipient group includes a restricted user an error message will display with the following text: 'User cannot be sent terms for this group due to component group security.'
- Criteria-based inheritance feature has been improved to allow admins to exclude inactive values from dropdowns. A new system configuration called 'Exclude inactive values from Criteria-based Inheritance' has been added to Administration > System > Configuration >Terms. When set to True, inactive entities will not be displayed in the Criteria Based Inheritance drop-down menus for new conditions.

COMMON/DATASETS/API
- A new field for Group ID has been added to Component Groups. This field will now appear on Groups in Data Management and the Component Groups APIs have been enhanced to support this field. Upon upgrade, the new Group ID field will default to be the same as Group Name.
- The GET API endpoints have been updated to return company industry type data points for Parties and Requests.
- Performance improvements have been made to the create party API.

Please visit the Intapp Support Portal for more information regarding New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Posted on Jan 19, 2023 - 15:19 PST
Time Release 2023.1.1.0 – CA – Sandbox Jan 26, 2023 23:00 - Jan 27, 2023 03:00 PST
SERVICE IMPACT 
There will be downtime associated with this release. Website users may be logged out. Desktop users can work in offline mode during this time and will not be logged out. Do not execute bulk data upload during the maintenance. The service will be unavailable for up to 2 hours during the 4 hour maintenance window. This can occur any time after the maintenance start is announced via the status site. During the upgrade users will have synchronization and login errors.

RELEASE CONTENT
Please visit the Intapp Support Portal for more information regarding the New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Posted on Jan 20, 2023 - 10:24 PST
Infrastructure Maintenance - AP Jan 27, 2023 05:00-09:00 PST
SERVICE IMPACT 
The service will be unavailable for up to 60 minutes during the 4 hour maintenance window. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

Please communicate this information to all users.

MAINTENANCE DETAILS
- Infrastructure upgrades of backend systems

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Posted on Jan 06, 2023 - 13:16 PST
Infrastructure Maintenance - US/CA/EU Jan 28, 2023 08:00-12:00 PST
SERVICE IMPACT 
The services will be unavailable for up to 60 minutes during the 4 hour maintenance window. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

Please communicate this information to all users.

MAINTENANCE DETAILS
- Infrastructure upgrades of backend systems

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Posted on Jan 06, 2023 - 13:53 PST
Pricing Release 2023.1.1.0 - US Jan 28, 2023 08:00-12:00 PST
SERVICE IMPACT
There will be no downtime associated with this release. However, some users may be logged out during the release, but they will be able to log back in immediately. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

We encourage you to review the new features and defect fixes.

RELEASE CONTENT

NEW FEATURES/IMPROVEMENTS
- Moved Templates to main left-side navigation instead of under Admin section
- Added the ability to sort and filter templates on the template selection screen
- Added Rates tab to templates with the ability to save custom and negotiated rates in a template. For negotiated rates in a budget, when it is saved as a template all the negotiated rates will be saved as custom rates. Any custom rates entered by the user will remain
- Added Timeline, Charts, and Summary tab to templates

DEFECT FIXES
- Fixed: Gross Margin would be calculated incorrectly in certain configurations
- Fixed: Matter Department field would not get updated when changed in CDS
- Fixed: Custom Rates were not properly calculated in budgets until the user visited the rates tab
- Fixed: Realization setting #2 would calculate incorrectly in certain circumstances
- Fixed: Cost Rates didn’t load properly when adding a resource with a custom billing rate

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.

Posted on Jan 17, 2023 - 16:54 PST
SERVICE IMPACT
The services listed below will be impacted during the maintenance window. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

Integration Service (IIS):
- Integrations running on the Intapp Atom Clouds may fail during the maintenance.
- Log in to the Integration service UI may be unavailable during the maintenance.

MAINTENANCE CONTENT
- IIS: Atom Cloud infrastructure and provisioning services improvements
- IRS: Infrastructure improvements

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.

Posted on Jan 13, 2023 - 17:33 PST
SERVICE IMPACT
The services listed below will be impacted during the maintenance window. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

Integration Service (IIS):
- Integrations running on the Intapp Atom Clouds may fail during the maintenance.
- Log in to the Integration service UI may be unavailable during the maintenance.

MAINTENANCE CONTENT
- IIS: Atom Cloud infrastructure and provisioning services improvements
- IRS: Infrastructure improvements

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.

Posted on Jan 13, 2023 - 17:41 PST
Risk/Flow Release 2023.1 – AP Feb 10, 2023 05:00-09:00 PST
SERVICE IMPACT
There will be no downtime associated with this release. However, some users may be logged out during the release, but they will be able to log back in immediately. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

We encourage you to review the following new features and defect fixes.

RELEASE CONTENT

NEW FEATURES/ENHANCEMENTS

CONFLICTS:
- A new checkbox called 'Default selected Primary Filter' has been added to Administration > Conflicts > Reports to allow firms to determine if ICR reports are automatically filtered according to their Primary Filter option.
- A pre-defined instructional message can now be added to the ICR and ICR page via Administration > Conflicts > Reports. The instruction section on the ICR page is collapsible and will be hidden if no message is defined.
- The 'Create parties and affiliations' action associated with the Update Conflicts Search workflow state has been improved to update an existing party affiliation rather than creating duplicate parties.

INTAKE/FLOW:
- When completing a party lookup against D&B, BvD, or S&P, the industry codes and labels (i.e., NAICS or SIC) are fetched and stored from both request forms - to help users confirm provider provided data - and Conflicts. The data is available on the form itself and under External Content on the Party Profile. The primary classification codes are captured and sourced from D&B, BvD, or S&P depending on firm subscriptions and integrations with Risk. If a provider does not have a specific industry code, the field will not be displayed. If the company does not have industry data, the field will display a null value.
- Firms can automate their intake processes as determined by NAICS/SIC industry data. To expedite automated processes the NAICS/SIC industry data has been added to the lookup fields in the Workflow designer, Form designer, and Approval Rules. Additionally, the NAICS/SIC industry data has been added to the notification designer and can be inserted in both the subject line and email body by selecting the required option from the Requests Question Answers list.
- Admins and Users can now be notified by customized notifications addressing Request action failures. The Administration > System > Notifications configuration page has been enhanced with the ability to select Notifications templates for Admins and Users when the 'Enable Notification Template' configuration is enabled. This configuration is available for existing customers upgrading to version 2023.1. New installations will see the option to select templates without additional configuration options.

TERMS:
- Email notifications now include the Terms Summary Notes for clarity regarding billing requirements and other timekeeper relevant items. A new placeholder called Terms Summary Notes has been added to the notification template and is available when Enable Summary Notes in the application settings is set to True. Users can select specific Summary Notes based on Category/Sub-category. Additionally, the Terms API has been updated to allow for triggering email notifications containing Summary Notes.
- The Send Notification API supports Component Group security for both Summary Notes and Terms Summary Notes notification types. If the recipient group includes a restricted user an error message will display with the following text: 'User cannot be sent terms for this group due to component group security.'
- Criteria-based inheritance feature has been improved to allow admins to exclude inactive values from dropdowns. A new system configuration called 'Exclude inactive values from Criteria-based Inheritance' has been added to Administration > System > Configuration >Terms. When set to True, inactive entities will not be displayed in the Criteria Based Inheritance drop-down menus for new conditions.

COMMON/DATASETS/API
- A new field for Group ID has been added to Component Groups. This field will now appear on Groups in Data Management and the Component Groups APIs have been enhanced to support this field. Upon upgrade, the new Group ID field will default to be the same as Group Name.
- The GET API endpoints have been updated to return company industry type data points for Parties and Requests.
- Performance improvements have been made to the create party API.

Please visit the Intapp Support Portal for more information regarding New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Posted on Jan 19, 2023 - 15:37 PST
Time Release 2023.1.1.0 – AP Feb 10, 2023 05:00-09:00 PST
SERVICE IMPACT 
There will be downtime associated with this release. Website users may be logged out. Desktop users can work in offline mode during this time and will not be logged out. Do not execute bulk data upload during the maintenance. The service will be unavailable for up to 2 hours during the 4 hour maintenance window. This can occur any time after the maintenance start is announced via the status site. During the upgrade users will have synchronization and login errors.

RELEASE CONTENT
Please see the release notes available on the Intapp Support Portal for more information regarding the New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Posted on Jan 20, 2023 - 14:00 PST
Time Release 2023.1.1.0 – EU Feb 11, 2023 08:00-12:00 PST
SERVICE IMPACT 
There will be downtime associated with this release. Website users may be logged out. Desktop users can work in offline mode during this time and will not be logged out. Do not execute bulk data upload during the maintenance. The service will be unavailable for up to 2 hours during the 4 hour maintenance window. This can occur any time after the maintenance start is announced via the status site. During the upgrade users will have synchronization and login errors.

RELEASE CONTENT
Please see the release notes available on the Intapp Support Portal for more information regarding the New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Posted on Jan 20, 2023 - 14:12 PST
Time Release 2023.1.1.0 – US Feb 11, 2023 08:00-12:00 PST
SERVICE IMPACT 
There will be downtime associated with this release. Website users may be logged out. Desktop users can work in offline mode during this time and will not be logged out. Do not execute bulk data upload during the maintenance. The service will be unavailable for up to 2 hours during the 4 hour maintenance window. This can occur any time after the maintenance start is announced via the status site. During the upgrade users will have synchronization and login errors.

RELEASE CONTENT
Please see the release notes available on the Intapp Support Portal for more information regarding the New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Posted on Jan 20, 2023 - 14:32 PST
Risk/Flow Release 2023.1 – US/CA/EU Feb 11, 2023 08:00-12:00 PST
SERVICE IMPACT
There will be no downtime associated with this release. However, some users may be logged out during the release, but they will be able to log back in immediately. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

We encourage you to review the following new features and defect fixes.

RELEASE CONTENT

NEW FEATURES/ENHANCEMENTS

CONFLICTS:
- A new checkbox called 'Default selected Primary Filter' has been added to Administration > Conflicts > Reports to allow firms to determine if ICR reports are automatically filtered according to their Primary Filter option.
- A pre-defined instructional message can now be added to the ICR and ICR page via Administration > Conflicts > Reports. The instruction section on the ICR page is collapsible and will be hidden if no message is defined.
- The 'Create parties and affiliations' action associated with the Update Conflicts Search workflow state has been improved to update an existing party affiliation rather than creating duplicate parties.

INTAKE/FLOW:
- When completing a party lookup against D&B, BvD, or S&P, the industry codes and labels (i.e., NAICS or SIC) are fetched and stored from both request forms - to help users confirm provider provided data - and Conflicts. The data is available on the form itself and under External Content on the Party Profile. The primary classification codes are captured and sourced from D&B, BvD, or S&P depending on firm subscriptions and integrations with Risk. If a provider does not have a specific industry code, the field will not be displayed. If the company does not have industry data, the field will display a null value.
- Firms can automate their intake processes as determined by NAICS/SIC industry data. To expedite automated processes the NAICS/SIC industry data has been added to the lookup fields in the Workflow designer, Form designer, and Approval Rules. Additionally, the NAICS/SIC industry data has been added to the notification designer and can be inserted in both the subject line and email body by selecting the required option from the Requests Question Answers list.
- Admins and Users can now be notified by customized notifications addressing Request action failures. The Administration > System > Notifications configuration page has been enhanced with the ability to select Notifications templates for Admins and Users when the 'Enable Notification Template' configuration is enabled. This configuration is available for existing customers upgrading to version 2023.1. New installations will see the option to select templates without additional configuration options.

TERMS:
- Email notifications now include the Terms Summary Notes for clarity regarding billing requirements and other timekeeper relevant items. A new placeholder called Terms Summary Notes has been added to the notification template and is available when Enable Summary Notes in the application settings is set to True. Users can select specific Summary Notes based on Category/Sub-category. Additionally, the Terms API has been updated to allow for triggering email notifications containing Summary Notes.
- The Send Notification API supports Component Group security for both Summary Notes and Terms Summary Notes notification types. If the recipient group includes a restricted user an error message will display with the following text: 'User cannot be sent terms for this group due to component group security.'
- Criteria-based inheritance feature has been improved to allow admins to exclude inactive values from dropdowns. A new system configuration called 'Exclude inactive values from Criteria-based Inheritance' has been added to Administration > System > Configuration >Terms. When set to True, inactive entities will not be displayed in the Criteria Based Inheritance drop-down menus for new conditions.

COMMON/DATASETS/API
- A new field for Group ID has been added to Component Groups. This field will now appear on Groups in Data Management and the Component Groups APIs have been enhanced to support this field. Upon upgrade, the new Group ID field will default to be the same as Group Name.
- The GET API endpoints have been updated to return company industry type data points for Parties and Requests.
- Performance improvements have been made to the create party API.

Please visit the Intapp Support Portal for more information regarding New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Posted on Jan 19, 2023 - 17:34 PST
Time Release 2023.1.1.0 – CA Feb 11, 2023 08:00-12:00 PST
SERVICE IMPACT 
There will be downtime associated with this release. Website users may be logged out. Desktop users can work in offline mode during this time and will not be logged out. Do not execute bulk data upload during the maintenance. The service will be unavailable for up to 2 hours during the 4 hour maintenance window. This can occur any time after the maintenance start is announced via the status site. During the upgrade users will have synchronization and login errors.

RELEASE CONTENT
Please see the release notes available on the Intapp Support Portal for more information regarding the New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Posted on Jan 20, 2023 - 14:29 PST
Past Incidents
Jan 26, 2023
Completed - The scheduled maintenance has been completed.
Jan 26, 13:47 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 26, 11:01 PST
Scheduled - SERVICE IMPACT 
There will be downtime associated with this release. Website users may be logged out. Desktop users can work in offline mode during this time and will not be logged out. Do not execute bulk data upload during the maintenance. The service will be unavailable for up to 2 hours during the 4 hour maintenance window. This can occur any time after the maintenance start is announced via the status site. During the upgrade users will have synchronization and login errors.

RELEASE CONTENT
Please visit the Intapp Support Portal for more information regarding the New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Jan 20, 10:21 PST
Completed - The scheduled maintenance has been completed.
Jan 26, 02:32 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 26, 00:02 PST
Scheduled - SERVICE IMPACT 
There will be downtime associated with this release. Website users may be logged out. Desktop users can work in offline mode during this time and will not be logged out. Do not execute bulk data upload during the maintenance. The service will be unavailable for up to 2 hours during the 4 hour maintenance window. This can occur any time after the maintenance start is announced via the status site. During the upgrade users will have synchronization and login errors.

RELEASE CONTENT
Please visit the Intapp Support Portal for more information regarding the New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Jan 20, 10:12 PST
Completed - The scheduled maintenance has been completed.
Jan 26, 02:08 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 26, 00:02 PST
Scheduled - SERVICE IMPACT
There will be no downtime associated with this release. However, some users may be logged out during the release, but they will be able to log back in immediately. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

We encourage you to review the following new features and defect fixes.

RELEASE CONTENT

NEW FEATURES/ENHANCEMENTS

CONFLICTS:
- A new checkbox called 'Default selected Primary Filter' has been added to Administration > Conflicts > Reports to allow firms to determine if ICR reports are automatically filtered according to their Primary Filter option.
- A pre-defined instructional message can now be added to the ICR and ICR page via Administration > Conflicts > Reports. The instruction section on the ICR page is collapsible and will be hidden if no message is defined.
- The 'Create parties and affiliations' action associated with the Update Conflicts Search workflow state has been improved to update an existing party affiliation rather than creating duplicate parties.

INTAKE/FLOW:
- When completing a party lookup against D&B, BvD, or S&P, the industry codes and labels (i.e., NAICS or SIC) are fetched and stored from both request forms - to help users confirm provider provided data - and Conflicts. The data is available on the form itself and under External Content on the Party Profile. The primary classification codes are captured and sourced from D&B, BvD, or S&P depending on firm subscriptions and integrations with Risk. If a provider does not have a specific industry code, the field will not be displayed. If the company does not have industry data, the field will display a null value.
- Firms can automate their intake processes as determined by NAICS/SIC industry data. To expedite automated processes the NAICS/SIC industry data has been added to the lookup fields in the Workflow designer, Form designer, and Approval Rules. Additionally, the NAICS/SIC industry data has been added to the notification designer and can be inserted in both the subject line and email body by selecting the required option from the Requests Question Answers list.
- Admins and Users can now be notified by customized notifications addressing Request action failures. The Administration > System > Notifications configuration page has been enhanced with the ability to select Notifications templates for Admins and Users when the 'Enable Notification Template' configuration is enabled. This configuration is available for existing customers upgrading to version 2023.1. New installations will see the option to select templates without additional configuration options.

TERMS:
- Email notifications now include the Terms Summary Notes for clarity regarding billing requirements and other timekeeper relevant items. A new placeholder called Terms Summary Notes has been added to the notification template and is available when Enable Summary Notes in the application settings is set to True. Users can select specific Summary Notes based on Category/Sub-category. Additionally, the Terms API has been updated to allow for triggering email notifications containing Summary Notes.
- The Send Notification API supports Component Group security for both Summary Notes and Terms Summary Notes notification types. If the recipient group includes a restricted user an error message will display with the following text: 'User cannot be sent terms for this group due to component group security.'
- Criteria-based inheritance feature has been improved to allow admins to exclude inactive values from dropdowns. A new system configuration called 'Exclude inactive values from Criteria-based Inheritance' has been added to Administration > System > Configuration >Terms. When set to True, inactive entities will not be displayed in the Criteria Based Inheritance drop-down menus for new conditions.

COMMON/DATASETS/API
- A new field for Group ID has been added to Component Groups. This field will now appear on Groups in Data Management and the Component Groups APIs have been enhanced to support this field. Upon upgrade, the new Group ID field will default to be the same as Group Name.
- The GET API endpoints have been updated to return company industry type data points for Parties and Requests.
- Performance improvements have been made to the create party API.

Please visit the Intapp Support Portal for more information regarding New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Jan 19, 15:12 PST
Jan 25, 2023
Resolved - This incident has been resolved.
Jan 25, 03:12 PST
Update - The Azure team have confirmed recovery of services and are working to monitor and ensure full recovery for services that were impacted.
Jan 25, 02:43 PST
Monitoring - We are currently experiencing intermittent service access issues to our DealCloud solution in all regions region due to an ongoing Azure Cloud networking issue. We are currently monitoring the situation and will provide more information as it becomes available.
Jan 25, 01:08 PST
Jan 24, 2023

No incidents reported.

Jan 23, 2023

No incidents reported.

Jan 22, 2023

No incidents reported.

Jan 21, 2023
Completed - The scheduled maintenance has been completed.
Jan 21, 10:22 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 21, 08:02 PST
Scheduled - SERVICE IMPACT
There will be no downtime associated with this release. However, some users may be logged out during the release, but they will be able to log back in immediately. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

We encourage you to review the following new features and defect fixes.

RELEASE CONTENT

NEW FEATURES/ENHANCEMENTS

Conflicts
- No changes to Conflicts.

Intake/Flow
- No changes to Intake/Flow.

 Terms
- Vendor terms are now supported in the Intapp Reporting Service.
- Document ID has been added as an operational filter to the Terms Documents data source in data sets.

 Common/API/Datasets
- Client or Matter user groups created via Walls or Intapp Risk can be viewed when a user clicks the group name link in Data Management.
- A search textbox has been added to the Swagger API page.

Please see the Intapp Support Portal for more information regarding New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Dec 28, 11:59 PST
Completed - The scheduled maintenance has been completed.
Jan 21, 08:41 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 21, 08:01 PST
Scheduled - SERVICE IMPACT
Please communicate to your users that there will be a downtime at some point during the 4-hour maintenance window. The service will be unavailable for up to 60 minutes and this can occur any time after the maintenance start is announced via the status site. Do not perform any large data imports or changes until the maintenance is completed.

MAINTENANCE DETAILS
- General database maintenance.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Jan 4, 16:39 PST
Jan 20, 2023
Completed - The scheduled maintenance has been completed.
Jan 20, 12:06 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 20, 05:01 PST
Scheduled - SERVICE IMPACT
There will be no downtime associated with this release. However, some users may be logged out during the release, but they will be able to log back in immediately. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

We encourage you to review the following new features and defect fixes.

RELEASE CONTENT

NEW FEATURES/ENHANCEMENTS

Conflicts
- No changes to Conflicts.

Intake/Flow
- No changes to Intake/Flow.

 Terms
- Vendor terms are now supported in the Intapp Reporting Service.
- Document ID has been added as an operational filter to the Terms Documents data source in data sets.

 Common/API/Datasets
- Client or Matter user groups created via Walls or Intapp Risk can be viewed when a user clicks the group name link in Data Management.
- A search textbox has been added to the Swagger API page.

Please see the Intapp Support Portal for more information regarding New Features and a complete list of Defect Fixes.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com.

Dec 28, 11:52 PST
Completed - The scheduled maintenance has been completed.
Jan 20, 00:16 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 19, 23:03 PST
Scheduled - SERVICE IMPACT
There will be a downtime during the maintenance window that can occur any time after the maintenance start is announced via the status site. Do not perform any large data imports or changes during the maintenance window. Please communicate this information to all users.

RELEASE CONTENT
- For clients on the https://app-sand.dealcloud.com domain, user management will be refreshed to match what is in your production site; data and configuration will not be refreshed. If you have any issues with SSO, please reach out to support@dealcloud.com.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com or support@dealcloud.com.

Jan 18, 10:42 PST
Jan 19, 2023
Completed - The scheduled maintenance has been completed.
Jan 19, 01:24 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 18, 23:04 PST
Scheduled - SERVICE IMPACT
There will be a downtime during the maintenance window that can occur any time after the maintenance start is announced via the status site. Do not perform any large data imports or changes during the maintenance window. Please communicate this information to all users.

RELEASE CONTENT
- The update includes two important defect fixes

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com or support@dealcloud.com.

Jan 17, 17:24 PST
Jan 18, 2023
Jan 17, 2023

No incidents reported.

Jan 16, 2023
Completed - The scheduled maintenance has been completed.
Jan 16, 19:53 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 16, 18:00 PST
Scheduled - SERVICE IMPACT
There will be a short downtime during the maintenance window that can occur any time after the maintenance start is announced via the status site. Do not perform any large data imports or changes during the maintenance window. Please communicate this information to all users.

RELEASE CONTENT
- The update includes an important defect fix.

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com or support@dealcloud.com.

Jan 16, 11:46 PST
Resolved - This incident has been resolved.
Jan 16, 07:34 PST
Update - We are continuing to monitor for any further issues.
Jan 16, 06:39 PST
Monitoring - A fix has been implemented and we are monitoring the results.
Jan 16, 06:38 PST
Identified - We are currently experiencing a degradation of service on our Dealcloud product in the production environment and EU region. This is impacting the Outlook Add-in and causing delays in its functionality. Our team is actively working on resolving the issue and we apologise for any inconvenience this may cause. We will provide updates as they become available. Thank you for your patience.
Jan 16, 05:01 PST
Jan 15, 2023

No incidents reported.

Jan 14, 2023
Completed - The scheduled maintenance has been completed.
Jan 14, 10:31 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 14, 08:02 PST
Scheduled - SERVICE IMPACT
There will be a downtime during the maintenance window that can occur any time after the maintenance start is announced via the status site. Do not perform any large data imports or changes during the four-hour maintenance window. Please communicate this information to all users.

RELEASE CONTENT
- The update includes defect fixes and minor improvements

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com or support@dealcloud.com.

Jan 4, 17:25 PST
Completed - The scheduled maintenance has been completed.
Jan 14, 08:47 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 14, 08:02 PST
Scheduled - SERVICE IMPACT
The services listed below will be impacted during the maintenance window. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

Integration Service (IIS):
- Integrations running on the Intapp Atom Clouds may fail during the maintenance.
- Log in to the Integration service UI may be unavailable during the maintenance.

MAINTENANCE CONTENT
- IIS: Atom Cloud infrastructure and provisioning services improvements

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.

Dec 27, 13:18 PST
Jan 13, 2023
Resolved - This incident has been resolved.
Jan 13, 15:18 PST
Investigating - We are currently experiencing a service outage relating to our DealCloud solution in the US-Sandbox region. We are currently investigating the cause of the issue and will provide more information as it becomes available.
Jan 13, 14:47 PST
Resolved - This incident has been resolved.
Jan 13, 12:01 PST
Investigating - We are currently experiencing a service outage relating to our DealCloud solution in the US-Sandbox region. We are currently investigating the cause of the issue and will provide more information as it becomes available.
Jan 13, 11:23 PST
Completed - The scheduled maintenance has been completed.
Jan 13, 05:40 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 13, 05:02 PST
Scheduled - SERVICE IMPACT
The services listed below will be impacted during the maintenance window. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.

Integration Service (IIS):
- Integrations running on the Intapp Atom Clouds may fail during the maintenance.
- Log in to the Integration service UI may be unavailable during the maintenance.

MAINTENANCE CONTENT
- IIS: Atom Cloud infrastructure and provisioning services improvements

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.

Dec 27, 13:23 PST
Completed - The scheduled maintenance has been completed.
Jan 13, 04:37 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 12, 23:03 PST
Scheduled - SERVICE IMPACT
There will be a downtime during the maintenance window that can occur any time after the maintenance start is announced via the status site. Do not perform any large data imports or changes during the four-hour maintenance window. Please communicate this information to all users.

RELEASE CONTENT
- The update includes defect fixes and minor improvements

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com or support@dealcloud.com.

Jan 4, 17:17 PST
Jan 12, 2023
Completed - The scheduled maintenance has been completed.
Jan 12, 12:46 PST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 12, 11:01 PST
Scheduled - SERVICE IMPACT
There will be a downtime during the maintenance window that can occur any time after the maintenance start is announced via the status site. Do not perform any large data imports or changes during the four-hour maintenance window. Please communicate this information to all users.

RELEASE CONTENT
- The update includes defect fixes and minor improvements

ADDITIONAL INFORMATION
- If you have any questions, please contact support@intapp.com or support@dealcloud.com.

Jan 4, 17:12 PST