All Systems Operational
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
EU Time Cloud 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
AP Operational
AP DealCloud Operational
AP Experience Operational
AP Intapp Integration Service (IIS) Operational
AP OnePlace CRM Operational
AP Pricing Operational
AP Relationships Operational
AP Risk/Flow Operational
AP Time Operational
AP Time Cloud Operational
CA Operational
CA Flow Operational
CA Intapp Integration Service (IIS) Operational
CA Risk/Flow Operational
CA Time Operational
CA Flow - Sandbox Operational
AE Operational
DealCloud AE Operational
UK Operational
UK Rekoop Operational
UK Time Cloud Operational
EU: Non-Production Operational
EU DealCloud - User Acceptance Testing Operational
EU Experience - Sandbox Operational
EU Flow - Sandbox Operational
EU OnePlace CRM - Sandbox Operational
EU Risk/Flow - Sandbox Operational
EU Time - Sandbox Operational
EU Time Cloud - 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
AP: Non-Production Operational
AP DealCloud - User Acceptance Testing Operational
AP Experience - Sandbox 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
UK: Non-Production Operational
UK Rekoop - Sandbox Operational
UK Time Cloud - Sandbox Operational
AE: Non-Production Operational
AE DealCloud - User Acceptance Testing Operational
Operational
Degraded Performance
Partial Outage
Major Outage
Maintenance
Scheduled Maintenance
Experience Maintenance - US/EU Jul 3, 08:00-12:00 PDT
Update - The maintenance was canceled. If you have any questions, please contact support@intapp.com
Jun 23, 10:33 PDT
Scheduled - SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance.
- Usage impact: The maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

CONTENT
- General reliability enhancement.

ADDITIONAL INFORMATION:
- If you have any question, please contact Support@intapp.com.
Jun 11, 06:50 PDT
SERVICE IMPACT
- Client action required: none.
- Usage impact: The maintenance will incur downtime. 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. Disconnection will last up to 2 hours and can occur any time after the maintenance start is announced via the status site.

DEFECT FIXES
- See release notes information below

ADDITIONAL INFORMATION
-For more information please visit this Intapp Client Community post: https://community.intapp.com/time-9/time-2021-3-summer-release-coming-soon-8828 with full release details.
If you have any questions, please contact  Support@intapp.com.
Posted on Jul 29, 13:50 PDT
SERVICE IMPACT
- Client action required: none.
- Usage impact: The maintenance will incur downtime. 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. Disconnection will last up to 2 hours and can occur any time after the maintenance start is announced via the status site.

DEFECT FIXES
- See release notes information below

ADDITIONAL INFORMATION
-For more information please visit this Intapp Client Community post with full release details. If you have any questions, please contact Support@intapp.com.
Posted on Jul 29, 13:28 PDT
SERVICE IMPACT
- Client action required: none.
- Usage impact: The maintenance will incur downtime. 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. Disconnection will last up to 2 hours and can occur any time after the maintenance start is announced via the status site.

DEFECT FIXES
- See release notes information below

ADDITIONAL INFORMATION
-For more information please visit this Intapp Client Community post with full release details. If you have any questions, please contact  Support@intapp.com.
Posted on Jul 29, 13:39 PDT
SERVICE IMPACT
- Customer action required: none
- Usage impact: none. Users and API users will not be affected.

NEW FUNCTIONALITIES
- General Maintenance

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on Jul 8, 10:19 PDT
SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the Reporting Service for up to 60 minutes.
- Usage impact: The maintenance will incur downtime. Some or all users will be unable to use the Reporting Service for up to 60 minutes. If the user tries to navigate to the Reporting component, they will see “Server not reachable” error message during the downtime. The Reporting Service unavailability can occur any time after the maintenance start is announced via the status site.

MAINTENANCE DETAILS
Performance and stability improvements.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on Jul 26, 08:48 PDT
Time Priority Maintenance - AP Aug 6, 05:00-05:30 PDT
SERVICE IMPACT 
- Client action required: none.

- Usage impact: The maintenance will incur downtime. 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. Disconnection will last up to 4 hours and can occur any time after the maintenance start is announced via the status site.

PRIORITY JUSTIFICATION
Increasing resources to meet expanding capacity needs.
Posted on Aug 2, 07:00 PDT
SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the service for up to 60 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the following new features and defect fixes.
- Usage impact: The release will incur downtime. Some or all users will be unable to use the service for up to 60 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT
CONFLICTS NEW FEATURES/IMPROVEMENTS
- A new Corporate Tree page with enhanced usability is now used to view and edit corporate tree in Data Management.
- A warning message will be displayed if a company name entered in the Company Lookup lightbox is longer than 60 characters and the external provider is D&B Direct+.
- The S&P corporate tree integration has been enhanced to include additional relationships (e.g. Current Investment Arm, Merged Entity, Current Majority Investments, etc.) and shareholders (e.g. Majority, Minority, Unknown, etc.).

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- When configured, corporate trees can be retrieved on the Request form via the Party Lookup question type. Users can review the corporate tree and further edit if they have the Edit Corporate Tree capability, and once their review is completed, the user is redirected to the Request so s/he can continue with their work.

- Request forms that include dependent question answers may take time to update, and if a user continues to complete the form before the dependent question answer loads the new data, the updated question answer may improperly reset. To avoid this behavior a spinner icon will display to indicate the form is updating to alert the user to allow the spinner to disappear before moving on to other questions.
- The UI warning message is now in alignment with number of rows to be deleted from a grid question.
- Performance improvements have been made to Request actions in the UI and API.
- Users setting up Out-of-Office delegation on another user's behalf can select themselves in the 'Delegate To' field of the 'Your Preferences' lightbox.
- The 'Create Documents in Terms' workflow state has been improved by becoming an approval state. The state includes the Approved/Declined transitions in addition to an auto-transition.
- The 'Create Documents in Terms' workflow state property mapping includes Responsible Lawyer and Standard Terms Exception in addition to the standard document properties such as Client, Matter, Expiration and Effective Dates.
- Reminder notifications can now be sent to pending approvers only, instead of all approvers to avoid spamming approvers who have already taken action on requests.
- Data sets can now select the user who overrides an approval rule.
- The fields for the Lookup type datasource have been added to the Sort By function in Data Sets.

TERMS NEW FEATURES/IMPROVEMENTS
- To streamline and expedite the upload of documents as part of the integration with Intake, the Request forms have been enhanced to allow users to define the entity the term document will be uploaded to, inheritance for the document, Suggest Terms, and if the document will replace an existing document. If the Request workflow includes the 'Create Documents in Terms' workflow state, a link called 'view Term document properties' is displayed and visible to users with the Edit and Categorize capabilities.
- The Conflicts specific term templates have been improved to allow the creation of client related parties for entities identified in documents such as Outside Counsel Guidelines. Custom templates (ex. Affiliates or Subsidiaries) with the answer type 'Parties' will have an integration with Conflicts to enable Blackbook entity integration and Create adverse client party relationships.
- A new page called Terms Documents has been added so users can view all documents uploaded to Terms and review the document properties. The same filter options and grid columns available in the entity profile, Terms Document tab are available on the new Terms Documents page.
- Users assigned the 'Create Request' capability can initiate a Terms Review and Approval request from the document gear menu for existing documents without having to initiate a request from Intake.
- Users responsible for categorizing terms documents can now add comments within the categorization lightbox. A tab for comments has been added, a maximum of 100 comments up to 500 characters can be added, and rich text formatting is supported. Users can also edit or remove their comments, and Admin users can remove or edit any comment.
- Users are able to search for information on the Terms Data page by filtering for the Term Effective Date or Term Expiration Date.
- Filtering options on the Terms Data page have been enhanced by adding Effective Date, Expiration Date, Created On and Finalized On dates. Users can search for documents using specific dates or by entering a date range (i.e. within the last week, month, year, etc.) to narrow the results.
- Filtering options on the Terms Data page have been enhanced by adding Term Status so that users can view documents based on Pending, In Effect, or Expired statuses, in addition to None or All.
- Users will receive an auto-categorization complete notification for the offline process of auto-categorizing multiple documents with new templates for existing documents at one time. When the auto-categorization process begins the exit overlay prompts the user to select a link to enter their email address to be notified when the process has been completed.
- When the document search results are exported to an Excel file, the search phrase will be included to give users insight into why the search results were returned.
- The Terms Document properties (i.e. Effective Date, Document Status, Issued By, etc.) can be added as placeholders in the notification templates.
- Client/Matter security is respected for Terms Inheritance and has been added to the Open Elasticube.

DATASETS NEW FEATURES/IMPROVEMENTS
- The Data Sets UI has been enhanced to allow implementers to join standard entities with Virtual Table columns. An '+ add' button is displayed under the Objects label and when selected a list of datasources is displayed, which contain tables from multiple datasources, lookup datasource operations, and virtual tables. Implementers can then define the table to join to the standard entity by clicking the '+ join' button.
- To improve the join function in Virtual Tables, double quotes are no longer required for Primary Key values.
- The Get function in Data Sets have been enhanced to retrieve request, searches, and/or entity URLs to allow users to access the entity for further review.
- The Terms Multisource Data Set now returns the Parties, Users, and Matters answer types.

COMMON/API NEW FEATURES/IMPROVEMENTS
- Notifications that had a total message size exceeding 10MB were not previously delivered due to their size. Now messages exceeding 10MB in size will drop the files that caused the size breach and display file name(s) noting that the file(s) was too large to include.
- Implementers can export/import system configuration settings between environments. Action buttons are available on the system configuration page under Administration.
- The Terms API has been enhanced to allow filtering by term templates.
- Implementers can define Party Type (i.e. Company, Person, Cartel, etc.) via the CDS APIs.

CONFLICTS DEFECT FIXES
- Confidential searches linked to a Request resulted in an exception error when a user without permission to the confidential search accessed the Interactive Conflict Report.
- In some cases duplicates were displayed in the Search Group Profile after search parties were added.
- Edits applied to a saved search term resulted in a new search term being created in addition to updates to the original term being saved.
- Confidential search hits included on a report and shared with a restricted user more than once were visible on the PDF report.
- Edited corporate tree search terms were not searched when Conflicts was upgraded to the latest version.
- In some cases Conflict Rules were created with invalid condition operators.
- Individual names were duplicated in the Management section of corporate trees from the BvD provider when the Corporate Group Definition configuration was enabled.

INTAKE/FLOW DEFECT FIXES
- Completed requests were marked as deleted after the completion of a Cloud migration.
- Performance issues occurred when users selected unassigned requests.
- When a request was converted using the 'Convert Request - Created By User' setting via the API, the Created By User name was not displayed.
- Requests were corrupted if a user deleted a question answer in a Repeatable Question Group or when the RQG was cloned.
- An error message was thrown and users were unable to select a name from the Share Request Lightbox if the request included several hundred reviewers.
- Requests that included a table question with a 'This question is always hidden' display condition, and where 'Memorialize question answers upon request completion' configuration was selected, resulted in an error when submitted to the final state.
- Requests that included a custom field updated via the API did not transition to the next state after the request was approved.
- Requests did not move to the end state when declined within a parallel state.
- Request workflows that had two Create Documents in Terms states, incorrectly indicated the Term document name from the first workflow state in the Activities tab as part of the second workflow state.
- A unique key constraint error message was thrown when a Request was transitioned to the next workflow state and the transition table locked.
- The file attachment checkboxes in the 'Attach a file to this Request' lightbox displayed inconsistently.
- The display conditions for grid form questions were not respected and displayed a column with hidden values.
- After a user clicked the 'generate document' on a request form, a new browser window for Contract Express opened but did not close when the user logged in.
- Columns, when sorted by Status or Approver, did not sort correctly on the Approval Rules tab.
- The ApprovalRuleApproverEmail notification placeholder was duplicated within the To/CC/BCC drop down menus.
- Customers on the new workflow engine observed that reminder notifications were sent after a request was converted to a new request type.
- Workflows that included the GAL and RBA approval states did not respect the required conditions for added ad-hoc rules.
- An exception error occurred when a lookup question was updated via the API.
- Comments added as part of an approval override displayed the wrong user name in the activities tab.
- Exported workflows that included sub-requests failed when imported into a new environment.
- IB integrations were not displayed in the score profile integration drop-down when query integrations were disabled.

TERMS DEFECT FIXES
- Users were unable to view the entity link in the Corporate Tree Lightbox when viewed from the Client or Matter profile in Terms.
- Users were unable to update a linked document status from the Document Relationship dialog box gear menu, as the Confirmation lightbox was hidden.
- Display settings applied to the term template were ignored after the template was updated and searched.
- The Document Search page displayed incorrect pagination if more than 50 results were returned.
An incorrect error message was logged if a user sent a Terms Summary Notification to an inactive user.
- When a user ran a search from the Terms administration page, accepted the results and moved to the next step, the suggested terms were not displayed.
- Users searching a documents content were unable to view the search result after the document type was changed to an unrestricted type.
- An error message is thrown and the inheritance summary cannot be calculated if restricted entities were included in the list of inheritors.

COMMON/API/DATASETS DEFECT FIXES
- Virtual tables updated using an ID as the reference key threw a validation error when customers upgraded to the latest version of OnePlace for Risk.
- Data sets that included boolean custom fields failed to sort in the correct order.
- Data Set substring functions would not accept computed expressions for parameters.
- Changes to custom character limits on custom fields for the Intapp Reporting Service made via the API were not saved.
- The Client sync failed if duplicated client users exist in CDS.

ADDITIONAL INFORMATION
- If you have any question, please contact Support@intapp.com.
Posted on Jul 7, 14:08 PDT
SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the Reporting Service for up to 60 minutes.
- Usage impact: The maintenance will incur downtime. Some or all users will be unable to use the Reporting Service for up to 60 minutes. If the user tries to navigate to the Reporting component, they will see “Server not reachable” error message during the downtime. The Reporting Service unavailability can occur any time after the maintenance start is announced via the status site.

MAINTENANCE DETAILS
Performance and stability improvements.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on Jul 26, 08:59 PDT
Infrastructure Maintenance is required across a part of our US environment and is being scheduled at this time.

During this maintenance end users may experience a brief interruption when services are restarted but all efforts will be taken to limit any impact.
Posted on Aug 2, 07:40 PDT
SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the service for up to 60 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the following new features and defect fixes.
- Usage impact: The release will incur downtime. Some or all users will be unable to use the service for up to 60 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT
CONFLICTS NEW FEATURES/IMPROVEMENTS
- A new Corporate Tree page with enhanced usability is now used to view and edit corporate tree in Data Management.
- A warning message will be displayed if a company name entered in the Company Lookup lightbox is longer than 60 characters and the external provider is D&B Direct+.
- The S&P corporate tree integration has been enhanced to include additional relationships (e.g. Current Investment Arm, Merged Entity, Current Majority Investments, etc.) and shareholders (e.g. Majority, Minority, Unknown, etc.).

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- When configured, corporate trees can be retrieved on the Request form via the Party Lookup question type. Users can review the corporate tree and further edit if they have the Edit Corporate Tree capability, and once their review is completed, the user is redirected to the Request so s/he can continue with their work.

- Request forms that include dependent question answers may take time to update, and if a user continues to complete the form before the dependent question answer loads the new data, the updated question answer may improperly reset. To avoid this behavior a spinner icon will display to indicate the form is updating to alert the user to allow the spinner to disappear before moving on to other questions.
- The UI warning message is now in alignment with number of rows to be deleted from a grid question.
- Performance improvements have been made to Request actions in the UI and API.
- Users setting up Out-of-Office delegation on another user's behalf can select themselves in the 'Delegate To' field of the 'Your Preferences' lightbox.
- The 'Create Documents in Terms' workflow state has been improved by becoming an approval state. The state includes the Approved/Declined transitions in addition to an auto-transition.
- The 'Create Documents in Terms' workflow state property mapping includes Responsible Lawyer and Standard Terms Exception in addition to the standard document properties such as Client, Matter, Expiration and Effective Dates.
- Reminder notifications can now be sent to pending approvers only, instead of all approvers to avoid spamming approvers who have already taken action on requests.
- Data sets can now select the user who overrides an approval rule.
- The fields for the Lookup type datasource have been added to the Sort By function in Data Sets.

TERMS NEW FEATURES/IMPROVEMENTS
- To streamline and expedite the upload of documents as part of the integration with Intake, the Request forms have been enhanced to allow users to define the entity the term document will be uploaded to, inheritance for the document, Suggest Terms, and if the document will replace an existing document. If the Request workflow includes the 'Create Documents in Terms' workflow state, a link called 'view Term document properties' is displayed and visible to users with the Edit and Categorize capabilities.
- The Conflicts specific term templates have been improved to allow the creation of client related parties for entities identified in documents such as Outside Counsel Guidelines. Custom templates (ex. Affiliates or Subsidiaries) with the answer type 'Parties' will have an integration with Conflicts to enable Blackbook entity integration and Create adverse client party relationships.
- A new page called Terms Documents has been added so users can view all documents uploaded to Terms and review the document properties. The same filter options and grid columns available in the entity profile, Terms Document tab are available on the new Terms Documents page.
- Users assigned the 'Create Request' capability can initiate a Terms Review and Approval request from the document gear menu for existing documents without having to initiate a request from Intake.
- Users responsible for categorizing terms documents can now add comments within the categorization lightbox. A tab for comments has been added, a maximum of 100 comments up to 500 characters can be added, and rich text formatting is supported. Users can also edit or remove their comments, and Admin users can remove or edit any comment.
- Users are able to search for information on the Terms Data page by filtering for the Term Effective Date or Term Expiration Date.
- Filtering options on the Terms Data page have been enhanced by adding Effective Date, Expiration Date, Created On and Finalized On dates. Users can search for documents using specific dates or by entering a date range (i.e. within the last week, month, year, etc.) to narrow the results.
- Filtering options on the Terms Data page have been enhanced by adding Term Status so that users can view documents based on Pending, In Effect, or Expired statuses, in addition to None or All.
- Users will receive an auto-categorization complete notification for the offline process of auto-categorizing multiple documents with new templates for existing documents at one time. When the auto-categorization process begins the exit overlay prompts the user to select a link to enter their email address to be notified when the process has been completed.
- When the document search results are exported to an Excel file, the search phrase will be included to give users insight into why the search results were returned.
- The Terms Document properties (i.e. Effective Date, Document Status, Issued By, etc.) can be added as placeholders in the notification templates.
- Client/Matter security is respected for Terms Inheritance and has been added to the Open Elasticube.

DATASETS NEW FEATURES/IMPROVEMENTS
- The Data Sets UI has been enhanced to allow implementers to join standard entities with Virtual Table columns. An '+ add' button is displayed under the Objects label and when selected a list of datasources is displayed, which contain tables from multiple datasources, lookup datasource operations, and virtual tables. Implementers can then define the table to join to the standard entity by clicking the '+ join' button.
- To improve the join function in Virtual Tables, double quotes are no longer required for Primary Key values.
- The Get function in Data Sets have been enhanced to retrieve request, searches, and/or entity URLs to allow users to access the entity for further review.
- The Terms Multisource Data Set now returns the Parties, Users, and Matters answer types.

COMMON/API NEW FEATURES/IMPROVEMENTS
- Notifications that had a total message size exceeding 10MB were not previously delivered due to their size. Now messages exceeding 10MB in size will drop the files that caused the size breach and display file name(s) noting that the file(s) was too large to include.
- Implementers can export/import system configuration settings between environments. Action buttons are available on the system configuration page under Administration.
- The Terms API has been enhanced to allow filtering by term templates.
- Implementers can define Party Type (i.e. Company, Person, Cartel, etc.) via the CDS APIs.

CONFLICTS DEFECT FIXES
- Confidential searches linked to a Request resulted in an exception error when a user without permission to the confidential search accessed the Interactive Conflict Report.
- In some cases duplicates were displayed in the Search Group Profile after search parties were added.
- Edits applied to a saved search term resulted in a new search term being created in addition to updates to the original term being saved.
- Confidential search hits included on a report and shared with a restricted user more than once were visible on the PDF report.
- Edited corporate tree search terms were not searched when Conflicts was upgraded to the latest version.
- In some cases Conflict Rules were created with invalid condition operators.
- Individual names were duplicated in the Management section of corporate trees from the BvD provider when the Corporate Group Definition configuration was enabled.

INTAKE/FLOW DEFECT FIXES
- Completed requests were marked as deleted after the completion of a Cloud migration.
- Performance issues occurred when users selected unassigned requests.
- When a request was converted using the 'Convert Request - Created By User' setting via the API, the Created By User name was not displayed.
- Requests were corrupted if a user deleted a question answer in a Repeatable Question Group or when the RQG was cloned.
- An error message was thrown and users were unable to select a name from the Share Request Lightbox if the request included several hundred reviewers.
- Requests that included a table question with a 'This question is always hidden' display condition, and where 'Memorialize question answers upon request completion' configuration was selected, resulted in an error when submitted to the final state.
- Requests that included a custom field updated via the API did not transition to the next state after the request was approved.
- Requests did not move to the end state when declined within a parallel state.
- Request workflows that had two Create Documents in Terms states, incorrectly indicated the Term document name from the first workflow state in the Activities tab as part of the second workflow state.
- A unique key constraint error message was thrown when a Request was transitioned to the next workflow state and the transition table locked.
- The file attachment checkboxes in the 'Attach a file to this Request' lightbox displayed inconsistently.
- The display conditions for grid form questions were not respected and displayed a column with hidden values.
- After a user clicked the 'generate document' on a request form, a new browser window for Contract Express opened but did not close when the user logged in.
- Columns, when sorted by Status or Approver, did not sort correctly on the Approval Rules tab.
- The ApprovalRuleApproverEmail notification placeholder was duplicated within the To/CC/BCC drop down menus.
- Customers on the new workflow engine observed that reminder notifications were sent after a request was converted to a new request type.
- Workflows that included the GAL and RBA approval states did not respect the required conditions for added ad-hoc rules.
- An exception error occurred when a lookup question was updated via the API.
- Comments added as part of an approval override displayed the wrong user name in the activities tab.
- Exported workflows that included sub-requests failed when imported into a new environment.
- IB integrations were not displayed in the score profile integration drop-down when query integrations were disabled.

TERMS DEFECT FIXES
- Users were unable to view the entity link in the Corporate Tree Lightbox when viewed from the Client or Matter profile in Terms.
- Users were unable to update a linked document status from the Document Relationship dialog box gear menu, as the Confirmation lightbox was hidden.
- Display settings applied to the term template were ignored after the template was updated and searched.
- The Document Search page displayed incorrect pagination if more than 50 results were returned.
An incorrect error message was logged if a user sent a Terms Summary Notification to an inactive user.
- When a user ran a search from the Terms administration page, accepted the results and moved to the next step, the suggested terms were not displayed.
- Users searching a documents content were unable to view the search result after the document type was changed to an unrestricted type.
- An error message is thrown and the inheritance summary cannot be calculated if restricted entities were included in the list of inheritors.

COMMON/API/DATASETS DEFECT FIXES
- Virtual tables updated using an ID as the reference key threw a validation error when customers upgraded to the latest version of OnePlace for Risk.
- Data sets that included boolean custom fields failed to sort in the correct order.
- Data Set substring functions would not accept computed expressions for parameters.
- Changes to custom character limits on custom fields for the Intapp Reporting Service made via the API were not saved.
- The Client sync failed if duplicated client users exist in CDS.

ADDITIONAL INFORMATION
- If you have any question, please contact Support@intapp.com.
Posted on Jul 7, 14:11 PDT
SERVICE IMPACT
- Customer action required: none
- Usage impact: none. Users and API users will not be affected.

NEW FUNCTIONALITIES
- General Maintenance

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on Jul 8, 10:22 PDT
SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the following enhancements/defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE DETAILS

NEW FEATURES/ENHANCEMENTS:
- The related work panel has been enhanced to support parent child relationships so that higher and lower level cases can be easily associated.
- The work ID will be auto-generated for any record that does not have a pre-defined work ID when the user imports an excel file.
- The Search Filters panel has been improved for a better user experience. The enhancements include the ability to save views with a dynamic past 30, 90, or 180 day timeframe. The view action navigation has also been consolidated, and a new save button has been added to guide the user experience.
- The CDS initial load for each entity type can be completed independently via the API.

DEFECT FIXES:
- Files created via the API while in incognito mode were severed without authorization.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on Jul 19, 11:48 PDT
SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the following enhancements/defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE DETAILS

NEW FEATURES/ENHANCEMENTS:
- The related work panel has been enhanced to support parent child relationships so that higher and lower level cases can be easily associated.
- The work ID will be auto-generated for any record that does not have a pre-defined work ID when the user imports an excel file.
- The Search Filters panel has been improved for a better user experience. The enhancements include the ability to save views with a dynamic past 30, 90, or 180 day timeframe. The view action navigation has also been consolidated, and a new save button has been added to guide the user experience.
- The CDS initial load for each entity type can be completed independently via the API.

DEFECT FIXES:
- Files created via the API while in incognito mode were severed without authorization.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on Jul 19, 11:46 PDT
Time Release 2021.3.1.0 – AP Aug 20, 05:00-09:00 PDT
SERVICE IMPACT
- Client action required: none.
- Usage impact: The maintenance will incur downtime. 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. Disconnection will last up to 4 hours and can occur any time after the maintenance start is announced via the status site.

DEFECT FIXES
- See release notes information below

ADDITIONAL INFORMATION
- For more information please visit this Intapp Client Community post: https://community.intapp.com/time-9/time-2021-3-summer-release-coming-soon-8828 with full release details.
If you have any questions, please contact  Support@intapp.com.
Posted on Jul 29, 14:10 PDT
Time Release 2021.3.1.0 – CA Aug 21, 08:00-12:00 PDT
SERVICE IMPACT
- Client action required: none.
- Usage impact: The maintenance will incur downtime. 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. Disconnection will last up to 4 hours and can occur any time after the maintenance start is announced via the status site.

DEFECT FIXES
- See release notes information below

ADDITIONAL INFORMATION
- For more information please visit this Intapp Client Community post: https://community.intapp.com/time-9/time-2021-3-summer-release-coming-soon-8828 with full release details.
If you have any questions, please contact  Support@intapp.com.
Posted on Jul 29, 14:08 PDT
Time Release 2021.3.1.0 – EU Aug 21, 08:00-12:00 PDT
SERVICE IMPACT
- Client action required: none.
- Usage impact: The maintenance will incur downtime. 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. Disconnection will last up to 4 hours and can occur any time after the maintenance start is announced via the status site.

DEFECT FIXES
- See release notes information below

ADDITIONAL INFORMATION
- For more information please visit this Intapp Client Community post: https://community.intapp.com/time-9/time-2021-3-summer-release-coming-soon-8828 with full release details.
If you have any questions, please contact  Support@intapp.com.
Posted on Jul 29, 14:06 PDT
Time Release 2021.3.1.0 – US Aug 21, 08:00-12:00 PDT
SERVICE IMPACT
- Client action required: none.
- Usage impact: The maintenance will incur downtime. 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. Disconnection will last up to 4 hours and can occur any time after the maintenance start is announced via the status site.

DEFECT FIXES
- See release notes information below

ADDITIONAL INFORMATION
-For more information please visit this https://community.intapp.com/time-9/time-2021-3-summer-release-coming-soon-8828 Intapp Client Community post with full release details.
If you have any questions, please contact Support@intapp.com.
Posted on Jul 29, 14:01 PDT
Past Incidents
Aug 2, 2021

No incidents reported today.

Aug 1, 2021

No incidents reported.

Jul 31, 2021
Completed - The scheduled maintenance has been completed.
Jul 31, 12:00 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 31, 08:00 PDT
Scheduled - SERVICE IMPACT
- Customer action required: Please communicate to your users that some users may be logged out, but those users will be able to log back in immediately. Do not execute bulk data uploading during the maintenance. We encourage you to review the new features and defect fixes.
- Usage impact: Some users may be logged out, but those users will be able to log back in immediately. The service disconnection can occur any time after the maintenance start is announced via the status site.

RELEASE CONTENT

PRICING NEW FEATURES/IMPROVEMENTS
- Added “Included Expenses” checkbox to Proposed Fee Arrangements card, allowing Pricing users to optionally budget for expenses with alternative fee arrangements. Including expenses will affect relevant KPIs including Cost, Margin, and Planned Realization.
- Added “Total Budget” column to KPI headers. When Expenses are included, Total Budget will show Fees + Expenses for the selected Fee Arrangement
- Added fields to the Intapp Reporting Service for Pricing: Last Time Entered Date (i.e. the latest work date of all timecards on a matter), Matter Billing Attorney, Version Summary text field for currently tracked version, Matter Status text field
- The "Last Time Entered Date" field has been relabeled to "Latest Timecard Activity" to more accurately reflect its meaning. This field represents the date a timecard was last modified in any way (entered, billed, modified, collected, etc.) on a particular matter
-"Show Scope Notes Inline" has been renamed to "Show Notes Inline" to clearly reflect that it shows notes of any type: Scope, Assumption, or Note.

PRICING DEFECT FIXES
- Fixed: Matching Timecards Date Filter on Financial Snapshot Page show NaN instead of dates
- Fixed: Realization values flickering during recalculation on budget page
- Fixed: Users weren't prompted to save changes when navigating away after changing proposed fee arrangement back to hourly from a different fee arrangement
- Fixed: Notes couldn't be deleted in certain circumstances
- Fixed: Fee Arrangement charts were displaying improperly with multiple fee arrangements of the same type.

PRIORITY JUSTIFICATION
Release to the production environment for technical changes only. New capabilities will not be available until Aug 14.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Jul 26, 16:33 PDT
Jul 30, 2021

No incidents reported.

Jul 29, 2021
Completed - The scheduled maintenance has been completed.
Jul 29, 23:46 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 29, 23:00 PDT
Update - We will be undergoing scheduled maintenance during this time.
Jul 19, 11:42 PDT
Scheduled - We SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the following enhancements/defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE DETAILS

NEW FEATURES/ENHANCEMENTS:
- The related work panel has been enhanced to support parent child relationships so that higher and lower level cases can be easily associated.
- The work ID will be auto-generated for any record that does not have a pre-defined work ID when the user imports an excel file.
- The Search Filters panel has been improved for a better user experience. The enhancements include the ability to save views with a dynamic past 30, 90, or 180 day timeframe. The view action navigation has also been consolidated, and a new save button has been added to guide the user experience.
- The CDS initial load for each entity type can be completed independently via the API.

DEFECT FIXES:
- Files created via the API while in incognito mode were severed without authorization.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
will be undergoing scheduled maintenance during this time.
Jul 29, 23:00 PDT
Completed - The scheduled maintenance has been completed.
Jul 29, 11:37 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 29, 11:01 PDT
Scheduled - SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the following enhancements/defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE DETAILS

NEW FEATURES/ENHANCEMENTS:
- The related work panel has been enhanced to support parent child relationships so that higher and lower level cases can be easily associated.
- The work ID will be auto-generated for any record that does not have a pre-defined work ID when the user imports an excel file.
- The Search Filters panel has been improved for a better user experience. The enhancements include the ability to save views with a dynamic past 30, 90, or 180 day timeframe. The view action navigation has also been consolidated, and a new save button has been added to guide the user experience.
- The CDS initial load for each entity type can be completed independently via the API.

DEFECT FIXES:
- Files created via the API while in incognito mode were severed without authorization.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Jul 19, 11:35 PDT
Completed - The scheduled maintenance has been completed.
Jul 29, 02:28 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 29, 02:07 PDT
Update - We will be undergoing scheduled maintenance during this time.
Jul 29, 01:48 PDT
Scheduled - To support additional load on the system, we will perform a capacity upgrade of our database infrastructure.

During this time, there may be some interruptions in connectivity to the Intapp Platform. We recommend not to perform any large data imports or changes until the maintenance window is closed.

For questions, or if you require technical support, please contact us at support@intapp.com.

Thank you
Jul 29, 01:42 PDT
Completed - The scheduled maintenance has been completed.
Jul 29, 01:49 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 29, 00:00 PDT
Scheduled - SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the following enhancements/defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE DETAILS

NEW FEATURES/ENHANCEMENTS:
- The related work panel has been enhanced to support parent child relationships so that higher and lower level cases can be easily associated.
- The work ID will be auto-generated for any record that does not have a pre-defined work ID when the user imports an excel file.
- The Search Filters panel has been improved for a better user experience. The enhancements include the ability to save views with a dynamic past 30, 90, or 180 day timeframe. The view action navigation has also been consolidated, and a new save button has been added to guide the user experience.
- The CDS initial load for each entity type can be completed independently via the API.

DEFECT FIXES:
- Files created via the API while in incognito mode were severed without authorization.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Jul 19, 11:36 PDT
Jul 28, 2021

No incidents reported.

Jul 27, 2021

No incidents reported.

Jul 26, 2021

No incidents reported.

Jul 25, 2021

No incidents reported.

Jul 24, 2021
Completed - The scheduled maintenance has been completed.
Jul 24, 12:35 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 24, 08:00 PDT
Update - We will be undergoing scheduled maintenance during this time.
Jul 22, 08:37 PDT
Scheduled - The DealCloud Infrastructure will undergo a scheduled maintenance.

During this time, there may be some interruptions in connectivity to the DealCloud Platform. We recommend that you do not perform any large data imports or changes until the maintenance window is closed.

For questions, or if you require technical support please contact us at support@intapp.com.

Thank you!
Jul 14, 05:51 PDT
Completed - The scheduled maintenance has been completed.
Jul 24, 12:00 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 24, 08:00 PDT
Scheduled - SERVICE IMPACT
The Intapp Cloud Infrastructure will undergo a scheduled infrastructure maintenance. During this time, there may be some interruptions in connectivity to the Intapp Platform.

We recommend that you do not perform any large data imports or changes until the maintenance window is closed. For questions, or if you require technical support, please contact us at support@intapp.com.

PRIORITY JUSTIFICATION
Status notification was delayed for the scheduled infrastructure Maintenance.

MAINTENANCE DETAILS
Security patching and upgrades of core infrastructure components

ADDITIONAL INFORMATION
If you have any questions, please contact support@intapp.com.
Jul 22, 01:16 PDT
Jul 23, 2021
Completed - The scheduled maintenance has been completed.
Jul 23, 17:22 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 23, 17:00 PDT
Scheduled - SERVICE IMPACT

Client action required: none.
Usage impact: The maintenance will incur downtime. The website will not be available for up to 5 minutes during the maintenance window.

MAINTENANCE CONTENT
This maintenance is fixing bugs that were causing connectivity to some CRMs and direct mailers to be unstable.
Jul 23, 09:42 PDT
Completed - The scheduled maintenance has been completed.
Jul 23, 09:00 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 23, 08:02 PDT
Update - We will be undergoing scheduled maintenance during this time.
Jul 23, 02:42 PDT
Scheduled - SERVICE IMPACT 
- Client action required: none.

- Usage impact: The maintenance will incur downtime. Website users may be logged out. Do not execute bulk data upload during the maintenance. Disconnection will last up to 60 minutes and can occur any time after the maintenance start is announced via the status site.

PRIORITY JUSTIFICATION
During peak hours, synchronizing time entries can fail.
Jul 22, 12:58 PDT
Completed - The scheduled maintenance has been completed.
Jul 23, 06:56 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 23, 05:00 PDT
Scheduled - SERVICE IMPACT
The Intapp Cloud Infrastructure will undergo a scheduled infrastructure maintenance. During this time, there may be some interruptions in connectivity to the Intapp Platform.

We recommend that you do not perform any large data imports or changes until the maintenance window is closed. For questions, or if you require technical support, please contact us at support@intapp.com.

PRIORITY JUSTIFICATION
Status notification was delayed for the scheduled infrastructure Maintenance.

MAINTENANCE DETAILS
Security patching and upgrades of core infrastructure components

ADDITIONAL INFORMATION
If you have any questions, please contact support@intapp.com.
Jul 22, 01:14 PDT
Completed - The scheduled maintenance has been completed.
Jul 23, 06:27 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 23, 06:01 PDT
Scheduled - SERVICE IMPACT 
- Client action required: none.
- Usage impact: The maintenance will incur downtime. 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. Disconnection will last up to 30 minutes and can occur any time after the maintenance start is announced via the status site.

PRIORITY JUSTIFICATION
Data storage is nearing capacity and needs to be expanded so that client data can continue to grow without interruption.
Jul 22, 07:02 PDT
Completed - The scheduled maintenance has been completed.
Jul 23, 00:48 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 22, 23:00 PDT
Scheduled - SERVICE IMPACT

- The release was rescheduled. Please note the new date and if you have any questions, please reach out to support@intapp.com.

- Customer action required: Please communicate to your users that some or all users will be unable to use the service for up to 60 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the following new features and defect fixes.

- Usage impact:  The release will incur downtime. Some or all users will be unable to use the service for up to 60 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.



RELEASE CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS

- A new Corporate Tree page with enhanced usability is now used to view and edit corporate tree in Data Management.

- A warning message will be displayed if a company name entered in the Company Lookup lightbox is longer than 60 characters and the external provider is D&B Direct+.

- The S&P corporate tree integration has been enhanced to include additional relationships (e.g. Current Investment Arm, Merged Entity, Current Majority Investments, etc.) and shareholders (e.g. Majority, Minority, Unknown, etc.).



INTAKE/FLOW NEW FEATURES/IMPROVEMENTS

- When configured, corporate trees can be retrieved on the Request form via the Party Lookup question type. Users can review the corporate tree and further edit if they have the Edit Corporate Tree capability, and once their review is completed, the user is redirected to the Request so s/he can continue with their work.



- Request forms that include dependent question answers may take time to update, and if a user continues to complete the form before the dependent question answer loads the new data, the updated question answer may improperly reset. To avoid this behavior a spinner icon will display to indicate the form is updating to alert the user to allow the spinner to disappear before moving on to other questions.

- The UI warning message is now in alignment with number of rows to be deleted from a grid question.

- Performance improvements have been made to Request actions in the UI and API.

- Users setting up Out-of-Office delegation on another user's behalf can select themselves in the 'Delegate To' field of the 'Your Preferences' lightbox.

- The 'Create Documents in Terms' workflow state has been improved by becoming an approval state. The state includes the Approved/Declined transitions in addition to an auto-transition.

- The 'Create Documents in Terms' workflow state property mapping includes Responsible Lawyer and Standard Terms Exception in addition to the standard document properties such as Client, Matter, Expiration and Effective Dates.

- Reminder notifications can now be sent to pending approvers only, instead of all approvers to avoid spamming approvers who have already taken action on requests.

- Data sets can now select the user who overrides an approval rule.

- The fields for the Lookup type datasource have been added to the Sort By function in Data Sets.



TERMS NEW FEATURES/IMPROVEMENTS

- To streamline and expedite the upload of documents as part of the integration with Intake, the Request forms have been enhanced to allow users to define the entity the term document will be uploaded to, inheritance for the document, Suggest Terms, and if the document will replace an existing document. If the Request workflow includes the 'Create Documents in Terms' workflow state, a link called 'view Term document properties' is displayed and visible to users with the Edit and Categorize capabilities.

- The Conflicts specific term templates have been improved to allow the creation of client related parties for entities identified in documents such as Outside Counsel Guidelines. Custom templates (ex. Affiliates or Subsidiaries) with the answer type 'Parties' will have an integration with Conflicts to enable Blackbook entity integration and Create adverse client party relationships.

- A new page called Terms Documents has been added so users can view all documents uploaded to Terms and review the document properties. The same filter options and grid columns available in the entity profile, Terms Document tab are available on the new Terms Documents page.

- Users assigned the 'Create Request' capability can initiate a Terms Review and Approval request from the document gear menu for existing documents without having to initiate a request from Intake.

- Users responsible for categorizing terms documents can now add comments within the categorization lightbox. A tab for comments has been added, a maximum of 100 comments up to 500 characters can be added, and rich text formatting is supported. Users can also edit or remove their comments, and Admin users can remove or edit any comment.

- Users are able to search for information on the Terms Data page by filtering for the Term Effective Date or Term Expiration Date.

- Filtering options on the Terms Data page have been enhanced by adding Effective Date, Expiration Date, Created On and Finalized On dates. Users can search for documents using specific dates or by entering a date range (i.e. within the last week, month, year, etc.) to narrow the results.

- Filtering options on the Terms Data page have been enhanced by adding Term Status so that users can view documents based on Pending, In Effect, or Expired statuses, in addition to None or All.

- Users will receive an auto-categorization complete notification for the offline process of auto-categorizing multiple documents with new templates for existing documents at one time. When the auto-categorization process begins the exit overlay prompts the user to select a link to enter their email address to be notified when the process has been completed.

- When the document search results are exported to an Excel file, the search phrase will be included to give users insight into why the search results were returned.

- The Terms Document properties (i.e. Effective Date, Document Status, Issued By, etc.) can be added as placeholders in the notification templates.

- Client/Matter security is respected for Terms Inheritance and has been added to the Open Elasticube.



DATASETS NEW FEATURES/IMPROVEMENTS

- The Data Sets UI has been enhanced to allow implementers to join standard entities with Virtual Table columns. An '+ add' button is displayed under the Objects label and when selected a list of datasources is displayed, which contain tables from multiple datasources, lookup datasource operations, and virtual tables. Implementers can then define the table to join to the standard entity by clicking the '+ join' button.

- To improve the join function in Virtual Tables, double quotes are no longer required for Primary Key values.

- The Get function in Data Sets have been enhanced to retrieve request, searches, and/or entity URLs to allow users to access the entity for further review.

- The Terms Multisource Data Set now returns the Parties, Users, and Matters answer types.



COMMON/API NEW FEATURES/IMPROVEMENTS

- Notifications that had a total message size exceeding 10MB were not previously delivered due to their size. Now messages exceeding 10MB in size will drop the files that caused the size breach and display file name(s) noting that the file(s) was too large to include.

- Implementers can export/import system configuration settings between environments. Action buttons are available on the system configuration page under Administration.

- The Terms API has been enhanced to allow filtering by term templates.

- Implementers can define Party Type (i.e. Company, Person, Cartel, etc.) via the CDS APIs.



CONFLICTS DEFECT FIXES

- Confidential searches linked to a Request resulted in an exception error when a user without permission to the confidential search accessed the Interactive Conflict Report.

- In some cases duplicates were displayed in the Search Group Profile after search parties were added.

- Edits applied to a saved search term resulted in a new search term being created in addition to updates to the original term being saved.

- Confidential search hits included on a report and shared with a restricted user more than once were visible on the PDF report.

- Edited corporate tree search terms were not searched when Conflicts was upgraded to the latest version.

- In some cases Conflict Rules were created with invalid condition operators.

- Individual names were duplicated in the Management section of corporate trees from the BvD provider when the Corporate Group Definition configuration was enabled.



INTAKE/FLOW DEFECT FIXES

- Completed requests were marked as deleted after the completion of a Cloud migration.

- Performance issues occurred when users selected unassigned requests.

- When a request was converted using the 'Convert Request - Created By User' setting via the API, the Created By User name was not displayed.

- Requests were corrupted if a user deleted a question answer in a Repeatable Question Group or when the RQG was cloned.

- An error message was thrown and users were unable to select a name from the Share Request Lightbox if the request included several hundred reviewers.

- Requests that included a table question with a 'This question is always hidden' display condition, and where 'Memorialize question answers upon request completion' configuration was selected, resulted in an error when submitted to the final state.

- Requests that included a custom field updated via the API did not transition to the next state after the request was approved.

- Requests did not move to the end state when declined within a parallel state.

- Request workflows that had two Create Documents in Terms states, incorrectly indicated the Term document name from the first workflow state in the Activities tab as part of the second workflow state.

- A unique key constraint error message was thrown when a Request was transitioned to the next workflow state and the transition table locked.

- The file attachment checkboxes in the 'Attach a file to this Request' lightbox displayed inconsistently.

- The display conditions for grid form questions were not respected and displayed a column with hidden values.

- After a user clicked the 'generate document' on a request form, a new browser window for Contract Express opened but did not close when the user logged in.

- Columns, when sorted by Status or Approver, did not sort correctly on the Approval Rules tab.

- The ApprovalRuleApproverEmail notification placeholder was duplicated within the To/CC/BCC drop down menus.

- Customers on the new workflow engine observed that reminder notifications were sent after a request was converted to a new request type.

- Workflows that included the GAL and RBA approval states did not respect the required conditions for added ad-hoc rules.

- An exception error occurred when a lookup question was updated via the API.

- Comments added as part of an approval override displayed the wrong user name in the activities tab.

- Exported workflows that included sub-requests failed when imported into a new environment.

- IB integrations were not displayed in the score profile integration drop-down when query integrations were disabled.



TERMS DEFECT FIXES

- Users were unable to view the entity link in the Corporate Tree Lightbox when viewed from the Client or Matter profile in Terms.

- Users were unable to update a linked document status from the Document Relationship dialog box gear menu, as the Confirmation lightbox was hidden.

- Display settings applied to the term template were ignored after the template was updated and searched.

- The Document Search page displayed incorrect pagination if more than 50 results were returned.

An incorrect error message was logged if a user sent a Terms Summary Notification to an inactive user.

- When a user ran a search from the Terms administration page, accepted the results and moved to the next step, the suggested terms were not displayed.

- Users searching a documents content were unable to view the search result after the document type was changed to an unrestricted type.

- An error message is thrown and the inheritance summary cannot be calculated if restricted entities were included in the list of inheritors.



COMMON/API/DATASETS DEFECT FIXES

- Virtual tables updated using an ID as the reference key threw a validation error when customers upgraded to the latest version of OnePlace for Risk.

- Data sets that included boolean custom fields failed to sort in the correct order.

- Data Set substring functions would not accept computed expressions for parameters.

- Changes to custom character limits on custom fields for the Intapp Reporting Service made via the API were not saved.

- The Client sync failed if duplicated client users exist in CDS.



ADDITIONAL INFORMATION

- If you have any question, please contact Support@intapp.com.
Jul 19, 10:58 PDT
Jul 22, 2021
Completed - The scheduled maintenance has been completed.
Jul 22, 22:00 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 22, 21:00 PDT
Scheduled - SERVICE IMPACT 
- Client action required: none.
- Usage impact: The maintenance will incur downtime. Website may not be available for 1-2 mins during the maintenance window

PRIORITY JUSTIFICATION
This maintenance will avoid unplanned downtime for Relationships service and avoid connection issues with CRM
Jul 22, 14:28 PDT
Completed - The scheduled maintenance has been completed.
Jul 22, 03:21 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 22, 03:00 PDT
Scheduled - SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the service for up to 45 minutes. Do not execute bulk data uploading during the maintenance.
- Usage impact: The maintenance will incur downtime. Some or all users will be unable to use the service for up to 45 minutes. The service unavailability can occur any time after the maintenance start is announced via the status site.

PRIORITY JUSTIFICATION
Required to prevent monitoring errors.

MAINTENANCE DETAILS
Database maintenance to increase space

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Jul 21, 15:23 PDT
Jul 21, 2021

No incidents reported.

Jul 20, 2021
Completed - The scheduled maintenance has been completed.
Jul 20, 05:30 PDT
Update - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 20, 05:01 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 20, 05:00 PDT
Scheduled - SERVICE IMPACT 
- Client action required: none. 
- Usage impact: Capture database will be briefly unavailable. Do not execute bulk data upload during the maintenance. Capture database disconnection will last up to 30 minutes and can occur any time after the maintenance start is announced via the status site. Capture data will not update during this time.

PRIORITY JUSTIFICATION
- Required to resolve incident involving performance
Jul 19, 13:36 PDT
Jul 19, 2021

No incidents reported.