All Systems Operational
EU Operational
EU Experience 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 Experience Operational
US Intapp Integration Service (IIS) Operational
US OnePlace CRM Operational
US Pricing Operational
US Relationships Operational
US Risk/Flow Operational
US Time Operational
APAC Operational
APAC Experience Operational
APAC Intapp Integration Service (IIS) Operational
APAC OnePlace CRM Operational
APAC Pricing Operational
APAC Relationships Operational
APAC Risk/Flow Operational
APAC Time Operational
APAC Time Cloud Operational
CA Operational
CA Intapp Integration Service (IIS) Operational
CA Risk/Flow Operational
CA Time Operational
UK Operational
UK Rekoop Operational
UK Time Cloud Operational
EU: Non-Production Operational
EU Experience - 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 Experience - Sandbox Operational
US OnePlace CRM - Sandbox Operational
US Risk/Flow - Sandbox Operational
US Time - Sandbox Operational
APAC: Non-Production Operational
APAC Experience - Sandbox Operational
APAC OnePlace CRM - Sandbox Operational
APAC Risk/Flow - Sandbox Operational
APAC Time - Sandbox Operational
CA: Non-Production Operational
CA Risk/Flow - Sandbox Operational
CA Time - Sandbox Operational
UK: Non-Production Operational
UK Rekoop - Sandbox Operational
UK Time Cloud - Sandbox Operational
Operational
Degraded Performance
Partial Outage
Major Outage
Maintenance
Scheduled Maintenance
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 several minutes during the maintenance window. Do not execute bulk data upload during the maintenance. 
- Usage impact:  The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to several minutes during the maintenance window. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

Dispatch
Sequences
-Send only on business Days
Campaigns
-Added search bar for Sent campaigns
-Changes to Unresponsive Contact Views
Templates
-Rearrange elements for mobile consumption
-Allow gifs on email and pages templates
-Link tracking enhancements
-Click Cell to Add Content

 Automations
-Write to Child from Parent

Notifications
-Admins can search users by name and email, and filter users by the state of their settings.

Reporting & Dashboards
-Google Maps - Support Latitude and Longitude
-New map filters
-Default Report level filters
-Increase filter limit for Dashboards
-Refreshed Data Grid UI
-Font Size for Large Value Widgets

 User Management
-Users can now set their own time zone in User Profile
-Add users in User Management
-Add/Remove Multiple Users on Edit User Group tab

Outlook Add-in
-Indicator to tag “CRM” for emails/calendar meetings that a user has synced

Data Entry
-Save and Add New Entry Form
-Clone Entry Form
-Add status text blocks to Entry Forms
-Hot Keys for Required Fields
- Enhanced Conditional Tab Ordering

 DataCortex
-Support for Factset people data
-D&B data is now hosted and available via DataCortex

API
-Add Marketing Activity/Page Activity to Data API

Object Management
-Added Get Currency, In, and Count Functions
-Field Audit: Delete Permissions based on Impacted Lists

Mobile
-Filter any map by any field in your map. See only the related places
-See the places near you in any map whenever you are traveling
-See your favorites entries directly within Search
-See the entire value in a data grid. Hold down any cell to see the entire value as well as actions such as Edit, Copy, etc

ADDITIONAL INFORMATION

- Subscribe to the Intapp Client Community to receive full release notes on Thursday, May 13th.
-If you have any questions, please contact Support@intapp.com.
Posted on May 7, 12:11 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 15 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the new features and defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 15 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS
- ConflictsRelationship custom fields have been added to the UI in Data Management (i.e. Related Party, Related Client, Related Matter, etc.) to display and manage more information about the related parties and/or relationships.
- Stored corporate trees and trees matched for companies can be exported to Excel for further review and distribution to others.
- Activities for corporate trees have been enhanced so any change to the tree, whether during the Intake process or after, is available.
- To provide firms with greater flexibility as to when notes are required on a conflict report, a new configuration called 'Requirement Met Behavior' has been added to the Administration > System > Conflicts > Reports section. Firms can require a note after conflicts resolution has been applied, or after resolution has been added and the report has been created.

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- Users are able to view and edit corporate trees on requests via the party lookup form question, so that the tree can be amended for conflict searching to determine potential issues.

TERMS NEW FEATURES/IMPROVEMENTS
- Document versioning is supported for edited OCR text. If a new a version of document is uploaded, a label is displayed in the categorization lightbox which advises the user that the text was modified in a previous version, the date and time, and the name of the user that modified the text.
- Users are able to view additional suggested terms for those terms with a low confidence threshold in the suggested terms white cards. A link is displayed to allow users to view additional suggestions.
- The document download and export tool has been improved to allow users to select either document download or document download with terms.
- The GET Terms data set operation has been improved to return term level inheritance entities.
- Component Groups can be selected from the multiple data sources list for Terms data sets.
- Term URL has been added to Fields to Retrieve when Terms data source is selected from the multiple data sources list in Data Sets. This allows approvers to view a document via a hyper-link at the Terms Approval workflow state.
- Document URL has been added to the Terms Document data source in the Data Sets multiple data sources.
- Term category and template name have been added to the API delete event payload.
- Term answer field has been added to the GET Terms API.
- The API has been improved to allow an increased character limit for the Term Original Value text field in the Open Elasticube.

COMMON/API/DATASETS NEW FEATURES/IMPROVEMENTS
- Notifications that had a file exceeding 10MB were not previously delivered due to their size, but now display a file name and note advising the file was too large to include.
- Event based monitoring rules, for Watchlists and/or External data, are applied to system changes or the addition of new data after the rule is enabled.

CONFLICTS DEFECT FIXES
- In some cases incorrect matter counts for clients were displayed in the corporate tree lightbox for linked entities.
- In some cases search results sorted by Hit Term returned inconsistent results and caused an exception error.
- All text after a comma was cleared if a comma was used in the party search field of the 'Create a new Blackbook' lightbox in Data Management.
- Additional placeholder text was incorrectly included in conflicts report notifications when using the results cards placeholder and the new notification service.

INTAKE/FLOW DEFECT FIXES
- An error occurred when a grid question with an empty value was updated via the API.
- Searches for Clients on the Request page resulted in frozen requests, user inability to open a request, or searches being canceled by timeout errors.
- Requests could not move to the next workflow state if the first state in a parallel branch was a decisions state.
- Form question answers bulk updated via the API resulted in a deadlocking issue.

TERMS DEFECT FIXES
- An error message was thrown when users imported terms that included an approval group.
- Display settings that were changed on a term template without being saved were not reset if the user switched to another term template.
- The system delete message displayed an incorrect value for the 'inherited' field if clients were removed from component groups.

COMMON/API/DATASETS DEFECT FIXES
- Group memberships cannot be edited via the UI in Risk when CDS is enabled. A label has been added to advise users how to edit the information as needed.
- Users were not logged out of the system and sessions were authenticated after IDM sessions could not be refreshed or ended.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on May 13, 14:27 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 several minutes during the maintenance window. Do not execute bulk data upload during the maintenance. 
- Usage impact:  The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to several minutes during the maintenance window. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

Dispatch
Sequences
-Send only on business Days
Campaigns
-Added search bar for Sent campaigns
-Changes to Unresponsive Contact Views
Templates
-Rearrange elements for mobile consumption
-Allow gifs on email and pages templates
-Link tracking enhancements
-Click Cell to Add Content

 Automations
-Write to Child from Parent

Notifications
-Admins can search users by name and email, and filter users by the state of their settings.

Reporting & Dashboards
-Google Maps - Support Latitude and Longitude
-New map filters
-Default Report level filters
-Increase filter limit for Dashboards
-Refreshed Data Grid UI
-Font Size for Large Value Widgets

 User Management
-Users can now set their own time zone in User Profile
-Add users in User Management
-Add/Remove Multiple Users on Edit User Group tab

Outlook Add-in
-Indicator to tag “CRM” for emails/calendar meetings that a user has synced

Data Entry
-Save and Add New Entry Form
-Clone Entry Form
-Add status text blocks to Entry Forms
-Hot Keys for Required Fields
- Enhanced Conditional Tab Ordering

 DataCortex
-Support for Factset people data
-D&B data is now hosted and available via DataCortex

API
-Add Marketing Activity/Page Activity to Data API

Object Management
-Added Get Currency, In, and Count Functions
-Field Audit: Delete Permissions based on Impacted Lists

Mobile
-Filter any map by any field in your map. See only the related places
-See the places near you in any map whenever you are traveling
-See your favorites entries directly within Search
-See the entire value in a data grid. Hold down any cell to see the entire value as well as actions such as Edit, Copy, etc

ADDITIONAL INFORMATION

- Subscribe to the Intapp Client Community to receive full release notes on Thursday, May 13th.
-If you have any questions, please contact Support@intapp.com.
Posted on May 7, 12:13 PDT
Risk/Flow Release 2021.2.110 – US/CAN Sandbox May 20, 23:00 - May 21, 01:00 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 30 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the new features and defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 30 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS
- ConflictsRelationship custom fields have been added to the UI in Data Management (i.e. Related Party, Related Client, Related Matter, etc.) to display and manage more information about the related parties and/or relationships.
- Stored corporate trees and trees matched for companies can be exported to Excel for further review and distribution to others.
- Activities for corporate trees have been enhanced so any change to the tree, whether during the Intake process or after, is available.
- To provide firms with greater flexibility as to when notes are required on a conflict report, a new configuration called 'Requirement Met Behavior' has been added to the Administration > System > Conflicts > Reports section. Firms can require a note after conflicts resolution has been applied, or after resolution has been added and the report has been created.

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- Users are able to view and edit corporate trees on requests via the party lookup form question, so that the tree can be amended for conflict searching to determine potential issues.

TERMS NEW FEATURES/IMPROVEMENTS
- Document versioning is supported for edited OCR text. If a new a version of document is uploaded, a label is displayed in the categorization lightbox which advises the user that the text was modified in a previous version, the date and time, and the name of the user that modified the text.
- Users are able to view additional suggested terms for those terms with a low confidence threshold in the suggested terms white cards. A link is displayed to allow users to view additional suggestions.
- The document download and export tool has been improved to allow users to select either document download or document download with terms.
- The GET Terms data set operation has been improved to return term level inheritance entities.
- Component Groups can be selected from the multiple data sources list for Terms data sets.
- Term URL has been added to Fields to Retrieve when Terms data source is selected from the multiple data sources list in Data Sets. This allows approvers to view a document via a hyper-link at the Terms Approval workflow state.
- Document URL has been added to the Terms Document data source in the Data Sets multiple data sources.
- Term category and template name have been added to the API delete event payload.
- Term answer field has been added to the GET Terms API.
- The API has been improved to allow an increased character limit for the Term Original Value text field in the Open Elasticube.

COMMON/API/DATASETS NEW FEATURES/IMPROVEMENTS
- Notifications that had a file exceeding 10MB were not previously delivered due to their size, but now display a file name and note advising the file was too large to include.
- Event based monitoring rules, for Watchlists and/or External data, are applied to system changes or the addition of new data after the rule is enabled.

CONFLICTS DEFECT FIXES
- In some cases incorrect matter counts for clients were displayed in the corporate tree lightbox for linked entities.
- In some cases search results sorted by Hit Term returned inconsistent results and caused an exception error.
- All text after a comma was cleared if a comma was used in the party search field of the 'Create a new Blackbook' lightbox in Data Management.
- Additional placeholder text was incorrectly included in conflicts report notifications when using the results cards placeholder and the new notification service.

INTAKE/FLOW DEFECT FIXES
- An error occurred when a grid question with an empty value was updated via the API.
- Searches for Clients on the Request page resulted in frozen requests, user inability to open a request, or searches being canceled by timeout errors.
- Requests could not move to the next workflow state if the first state in a parallel branch was a decisions state.
- Form question answers bulk updated via the API resulted in a deadlocking issue.

TERMS DEFECT FIXES
- An error message was thrown when users imported terms that included an approval group.
- Display settings that were changed on a term template without being saved were not reset if the user switched to another term template.
- The system delete message displayed an incorrect value for the 'inherited' field if clients were removed from component groups.

COMMON/API/DATASETS DEFECT FIXES
- Group memberships cannot be edited via the UI in Risk when CDS is enabled. A label has been added to advise users how to edit the information as needed.
- Users were not logged out of the system and sessions were authenticated after IDM sessions could not be refreshed or ended.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on May 13, 14:30 PDT
Risk/Flow Release 2021.2.110 – EU Sandbox May 20, 23:00 - May 21, 01:00 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 90 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the new features and defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 90 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS
- ConflictsRelationship custom fields have been added to the UI in Data Management (i.e. Related Party, Related Client, Related Matter, etc.) to display and manage more information about the related parties and/or relationships.
- Stored corporate trees and trees matched for companies can be exported to Excel for further review and distribution to others.
- Activities for corporate trees have been enhanced so any change to the tree, whether during the Intake process or after, is available.
- To provide firms with greater flexibility as to when notes are required on a conflict report, a new configuration called 'Requirement Met Behavior' has been added to the Administration > System > Conflicts > Reports section. Firms can require a note after conflicts resolution has been applied, or after resolution has been added and the report has been created.

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- Users are able to view and edit corporate trees on requests via the party lookup form question, so that the tree can be amended for conflict searching to determine potential issues.

TERMS NEW FEATURES/IMPROVEMENTS
- Document versioning is supported for edited OCR text. If a new a version of document is uploaded, a label is displayed in the categorization lightbox which advises the user that the text was modified in a previous version, the date and time, and the name of the user that modified the text.
- Users are able to view additional suggested terms for those terms with a low confidence threshold in the suggested terms white cards. A link is displayed to allow users to view additional suggestions.
- The document download and export tool has been improved to allow users to select either document download or document download with terms.
- The GET Terms data set operation has been improved to return term level inheritance entities.
- Component Groups can be selected from the multiple data sources list for Terms data sets.
- Term URL has been added to Fields to Retrieve when Terms data source is selected from the multiple data sources list in Data Sets. This allows approvers to view a document via a hyper-link at the Terms Approval workflow state.
- Document URL has been added to the Terms Document data source in the Data Sets multiple data sources.
- Term category and template name have been added to the API delete event payload.
- Term answer field has been added to the GET Terms API.
- The API has been improved to allow an increased character limit for the Term Original Value text field in the Open Elasticube.

COMMON/API/DATASETS NEW FEATURES/IMPROVEMENTS
- Notifications that had a file exceeding 10MB were not previously delivered due to their size, but now display a file name and note advising the file was too large to include.
- Event based monitoring rules, for Watchlists and/or External data, are applied to system changes or the addition of new data after the rule is enabled.

CONFLICTS DEFECT FIXES
- In some cases incorrect matter counts for clients were displayed in the corporate tree lightbox for linked entities.
- In some cases search results sorted by Hit Term returned inconsistent results and caused an exception error.
- All text after a comma was cleared if a comma was used in the party search field of the 'Create a new Blackbook' lightbox in Data Management.
- Additional placeholder text was incorrectly included in conflicts report notifications when using the results cards placeholder and the new notification service.

INTAKE/FLOW DEFECT FIXES
- An error occurred when a grid question with an empty value was updated via the API.
- Searches for Clients on the Request page resulted in frozen requests, user inability to open a request, or searches being canceled by timeout errors.
- Requests could not move to the next workflow state if the first state in a parallel branch was a decisions state.
- Form question answers bulk updated via the API resulted in a deadlocking issue.

TERMS DEFECT FIXES
- An error message was thrown when users imported terms that included an approval group.
- Display settings that were changed on a term template without being saved were not reset if the user switched to another term template.
- The system delete message displayed an incorrect value for the 'inherited' field if clients were removed from component groups.

COMMON/API/DATASETS DEFECT FIXES
- Group memberships cannot be edited via the UI in Risk when CDS is enabled. A label has been added to advise users how to edit the information as needed.
- Users were not logged out of the system and sessions were authenticated after IDM sessions could not be refreshed or ended.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on May 13, 14:34 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 several minutes during the maintenance window. Do not execute bulk data upload during the maintenance. 
- Usage impact:  The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to several minutes during the maintenance window. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

Dispatch
Sequences
-Send only on business Days
Campaigns
-Added search bar for Sent campaigns
-Changes to Unresponsive Contact Views
Templates
-Rearrange elements for mobile consumption
-Allow gifs on email and pages templates
-Link tracking enhancements
-Click Cell to Add Content

 Automations
-Write to Child from Parent

Notifications
-Admins can search users by name and email, and filter users by the state of their settings.

Reporting & Dashboards
-Google Maps - Support Latitude and Longitude
-New map filters
-Default Report level filters
-Increase filter limit for Dashboards
-Refreshed Data Grid UI
-Font Size for Large Value Widgets

 User Management
-Users can now set their own time zone in User Profile
-Add users in User Management
-Add/Remove Multiple Users on Edit User Group tab

Outlook Add-in
-Indicator to tag “CRM” for emails/calendar meetings that a user has synced

Data Entry
-Save and Add New Entry Form
-Clone Entry Form
-Add status text blocks to Entry Forms
-Hot Keys for Required Fields
- Enhanced Conditional Tab Ordering

 DataCortex
-Support for Factset people data
-D&B data is now hosted and available via DataCortex

API
-Add Marketing Activity/Page Activity to Data API

Object Management
-Added Get Currency, In, and Count Functions
-Field Audit: Delete Permissions based on Impacted Lists

Mobile
-Filter any map by any field in your map. See only the related places
-See the places near you in any map whenever you are traveling
-See your favorites entries directly within Search
-See the entire value in a data grid. Hold down any cell to see the entire value as well as actions such as Edit, Copy, etc

ADDITIONAL INFORMATION

- Subscribe to the Intapp Client Community to receive full release notes on Thursday, May 13th.
-If you have any questions, please contact Support@intapp.com.
Posted on May 7, 12:17 PDT
Update - We will be undergoing scheduled maintenance during this time.
May 13, 14:43 PDT
Scheduled - 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.

RELEASE CONTENT
Improve performance and stability of Reporting service.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
May 13, 14:28 PDT
Update - We will be undergoing scheduled maintenance during this time.
May 13, 14:44 PDT
Scheduled - 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.

RELEASE CONTENT
Improve performance and stability of Reporting service.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
May 13, 14:27 PDT
Experience Maintenance - US/EU May 22, 08:00-12:00 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 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.
Posted on May 13, 11:51 PDT
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

- Enhancements to Sorting and Filtering features added to Budgets and Matters/Engagements pages introduced in prior release

- New API endpoint to view all matters/engagements a given user has access to and moved other Matter Manager APIs to a single Matter Manager API grouping

- Introduction of Budget Versioning: repurposing existing Scenario functionality with additional enhancements and shifting scenario analysis to the Fee Arrangement table.



PRICING DEFECT FIXES

- Fixed: Search results are refreshed multiple times when clearing criteria

- Fixed: In certain circumstances user would be redirected to the settings page after navigating away

- Fixed: Performance issues between Pricing back-end components and shared services



ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on May 7, 12:22 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 several minutes during the maintenance window. Do not execute bulk data upload during the maintenance. 
- Usage impact:  The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to several minutes during the maintenance window. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

Dispatch
Sequences
-Send only on business Days
Campaigns
-Added search bar for Sent campaigns
-Changes to Unresponsive Contact Views
Templates
-Rearrange elements for mobile consumption
-Allow gifs on email and pages templates
-Link tracking enhancements
-Click Cell to Add Content

 Automations
-Write to Child from Parent

Notifications
-Admins can search users by name and email, and filter users by the state of their settings.

Reporting & Dashboards
-Google Maps - Support Latitude and Longitude
-New map filters
-Default Report level filters
-Increase filter limit for Dashboards
-Refreshed Data Grid UI
-Font Size for Large Value Widgets

 User Management
-Users can now set their own time zone in User Profile
-Add users in User Management
-Add/Remove Multiple Users on Edit User Group tab

Outlook Add-in
-Indicator to tag “CRM” for emails/calendar meetings that a user has synced

Data Entry
-Save and Add New Entry Form
-Clone Entry Form
-Add status text blocks to Entry Forms
-Hot Keys for Required Fields
- Enhanced Conditional Tab Ordering

 DataCortex
-Support for Factset people data
-D&B data is now hosted and available via DataCortex

API
-Add Marketing Activity/Page Activity to Data API

Object Management
-Added Get Currency, In, and Count Functions
-Field Audit: Delete Permissions based on Impacted Lists

Mobile
-Filter any map by any field in your map. See only the related places
-See the places near you in any map whenever you are traveling
-See your favorites entries directly within Search
-See the entire value in a data grid. Hold down any cell to see the entire value as well as actions such as Edit, Copy, etc

ADDITIONAL INFORMATION

- Subscribe to the Intapp Client Community to receive full release notes on Thursday, May 13th.
-If you have any questions, please contact Support@intapp.com.
Posted on May 7, 12:19 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 several minutes during the maintenance window. Do not execute bulk data upload during the maintenance. 
- Usage impact:  The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to several minutes during the maintenance window. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

Dispatch
Sequences
-Send only on business Days
Campaigns
-Added search bar for Sent campaigns
-Changes to Unresponsive Contact Views
Templates
-Rearrange elements for mobile consumption
-Allow gifs on email and pages templates
-Link tracking enhancements
-Click Cell to Add Content

 Automations
-Write to Child from Parent

Notifications
-Admins can search users by name and email, and filter users by the state of their settings.

Reporting & Dashboards
-Google Maps - Support Latitude and Longitude
-New map filters
-Default Report level filters
-Increase filter limit for Dashboards
-Refreshed Data Grid UI
-Font Size for Large Value Widgets

 User Management
-Users can now set their own time zone in User Profile
-Add users in User Management
-Add/Remove Multiple Users on Edit User Group tab

Outlook Add-in
-Indicator to tag “CRM” for emails/calendar meetings that a user has synced

Data Entry
-Save and Add New Entry Form
-Clone Entry Form
-Add status text blocks to Entry Forms
-Hot Keys for Required Fields
- Enhanced Conditional Tab Ordering

 DataCortex
-Support for Factset people data
-D&B data is now hosted and available via DataCortex

API
-Add Marketing Activity/Page Activity to Data API

Object Management
-Added Get Currency, In, and Count Functions
-Field Audit: Delete Permissions based on Impacted Lists

Mobile
-Filter any map by any field in your map. See only the related places
-See the places near you in any map whenever you are traveling
-See your favorites entries directly within Search
-See the entire value in a data grid. Hold down any cell to see the entire value as well as actions such as Edit, Copy, etc

ADDITIONAL INFORMATION

- Subscribe to the Intapp Client Community to receive full release notes on Thursday, May 13th.
-If you have any questions, please contact Support@intapp.com.
Posted on May 7, 12:20 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 several minutes during the maintenance window. Do not execute bulk data upload during the maintenance. 
- Usage impact:  The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to several minutes during the maintenance window. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

Dispatch
Sequences
-Send only on business Days
Campaigns
-Added search bar for Sent campaigns
-Changes to Unresponsive Contact Views
Templates
-Rearrange elements for mobile consumption
-Allow gifs on email and pages templates
-Link tracking enhancements
-Click Cell to Add Content

 Automations
-Write to Child from Parent

Notifications
-Admins can search users by name and email, and filter users by the state of their settings.

Reporting & Dashboards
-Google Maps - Support Latitude and Longitude
-New map filters
-Default Report level filters
-Increase filter limit for Dashboards
-Refreshed Data Grid UI
-Font Size for Large Value Widgets

 User Management
-Users can now set their own time zone in User Profile
-Add users in User Management
-Add/Remove Multiple Users on Edit User Group tab

Outlook Add-in
-Indicator to tag “CRM” for emails/calendar meetings that a user has synced

Data Entry
-Save and Add New Entry Form
-Clone Entry Form
-Add status text blocks to Entry Forms
-Hot Keys for Required Fields
- Enhanced Conditional Tab Ordering

 DataCortex
-Support for Factset people data
-D&B data is now hosted and available via DataCortex

API
-Add Marketing Activity/Page Activity to Data API

Object Management
-Added Get Currency, In, and Count Functions
-Field Audit: Delete Permissions based on Impacted Lists

Mobile
-Filter any map by any field in your map. See only the related places
-See the places near you in any map whenever you are traveling
-See your favorites entries directly within Search
-See the entire value in a data grid. Hold down any cell to see the entire value as well as actions such as Edit, Copy, etc

ADDITIONAL INFORMATION

- Subscribe to the Intapp Client Community to receive full release notes on Thursday, May 13th.
-If you have any questions, please contact Support@intapp.com.
Posted on May 7, 12:22 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 several minutes during the maintenance window. Do not execute bulk data upload during the maintenance. 
- Usage impact:  The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to several minutes during the maintenance window. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

Dispatch
Sequences
-Send only on business Days
Campaigns
-Added search bar for Sent campaigns
-Changes to Unresponsive Contact Views
Templates
-Rearrange elements for mobile consumption
-Allow gifs on email and pages templates
-Link tracking enhancements
-Click Cell to Add Content

 Automations
-Write to Child from Parent

Notifications
-Admins can search users by name and email, and filter users by the state of their settings.

Reporting & Dashboards
-Google Maps - Support Latitude and Longitude
-New map filters
-Default Report level filters
-Increase filter limit for Dashboards
-Refreshed Data Grid UI
-Font Size for Large Value Widgets

 User Management
-Users can now set their own time zone in User Profile
-Add users in User Management
-Add/Remove Multiple Users on Edit User Group tab

Outlook Add-in
-Indicator to tag “CRM” for emails/calendar meetings that a user has synced

Data Entry
-Save and Add New Entry Form
-Clone Entry Form
-Add status text blocks to Entry Forms
-Hot Keys for Required Fields
- Enhanced Conditional Tab Ordering

 DataCortex
-Support for Factset people data
-D&B data is now hosted and available via DataCortex

API
-Add Marketing Activity/Page Activity to Data API

Object Management
-Added Get Currency, In, and Count Functions
-Field Audit: Delete Permissions based on Impacted Lists

Mobile
-Filter any map by any field in your map. See only the related places
-See the places near you in any map whenever you are traveling
-See your favorites entries directly within Search
-See the entire value in a data grid. Hold down any cell to see the entire value as well as actions such as Edit, Copy, etc

ADDITIONAL INFORMATION

- Subscribe to the Intapp Client Community to receive full release notes on Thursday, May 13th.
-If you have any questions, please contact Support@intapp.com.
Posted on May 7, 12:23 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 15 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the new features and defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 15 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS
- ConflictsRelationship custom fields have been added to the UI in Data Management (i.e. Related Party, Related Client, Related Matter, etc.) to display and manage more information about the related parties and/or relationships.
- Stored corporate trees and trees matched for companies can be exported to Excel for further review and distribution to others.
- Activities for corporate trees have been enhanced so any change to the tree, whether during the Intake process or after, is available.
- To provide firms with greater flexibility as to when notes are required on a conflict report, a new configuration called 'Requirement Met Behavior' has been added to the Administration > System > Conflicts > Reports section. Firms can require a note after conflicts resolution has been applied, or after resolution has been added and the report has been created.

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- Users are able to view and edit corporate trees on requests via the party lookup form question, so that the tree can be amended for conflict searching to determine potential issues.

TERMS NEW FEATURES/IMPROVEMENTS
- Document versioning is supported for edited OCR text. If a new a version of document is uploaded, a label is displayed in the categorization lightbox which advises the user that the text was modified in a previous version, the date and time, and the name of the user that modified the text.
- Users are able to view additional suggested terms for those terms with a low confidence threshold in the suggested terms white cards. A link is displayed to allow users to view additional suggestions.
- The document download and export tool has been improved to allow users to select either document download or document download with terms.
- The GET Terms data set operation has been improved to return term level inheritance entities.
- Component Groups can be selected from the multiple data sources list for Terms data sets.
- Term URL has been added to Fields to Retrieve when Terms data source is selected from the multiple data sources list in Data Sets. This allows approvers to view a document via a hyper-link at the Terms Approval workflow state.
- Document URL has been added to the Terms Document data source in the Data Sets multiple data sources.
- Term category and template name have been added to the API delete event payload.
- Term answer field has been added to the GET Terms API.
- The API has been improved to allow an increased character limit for the Term Original Value text field in the Open Elasticube.

COMMON/API/DATASETS NEW FEATURES/IMPROVEMENTS
- Notifications that had a file exceeding 10MB were not previously delivered due to their size, but now display a file name and note advising the file was too large to include.
- Event based monitoring rules, for Watchlists and/or External data, are applied to system changes or the addition of new data after the rule is enabled.

CONFLICTS DEFECT FIXES
- In some cases incorrect matter counts for clients were displayed in the corporate tree lightbox for linked entities.
- In some cases search results sorted by Hit Term returned inconsistent results and caused an exception error.
- All text after a comma was cleared if a comma was used in the party search field of the 'Create a new Blackbook' lightbox in Data Management.
- Additional placeholder text was incorrectly included in conflicts report notifications when using the results cards placeholder and the new notification service.

INTAKE/FLOW DEFECT FIXES
- An error occurred when a grid question with an empty value was updated via the API.
- Searches for Clients on the Request page resulted in frozen requests, user inability to open a request, or searches being canceled by timeout errors.
- Requests could not move to the next workflow state if the first state in a parallel branch was a decisions state.
- Form question answers bulk updated via the API resulted in a deadlocking issue.

TERMS DEFECT FIXES
- An error message was thrown when users imported terms that included an approval group.
- Display settings that were changed on a term template without being saved were not reset if the user switched to another term template.
- The system delete message displayed an incorrect value for the 'inherited' field if clients were removed from component groups.

COMMON/API/DATASETS DEFECT FIXES
- Group memberships cannot be edited via the UI in Risk when CDS is enabled. A label has been added to advise users how to edit the information as needed.
- Users were not logged out of the system and sessions were authenticated after IDM sessions could not be refreshed or ended.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on May 13, 14:37 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 30 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the new features and defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 30 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS
- ConflictsRelationship custom fields have been added to the UI in Data Management (i.e. Related Party, Related Client, Related Matter, etc.) to display and manage more information about the related parties and/or relationships.
- Stored corporate trees and trees matched for companies can be exported to Excel for further review and distribution to others.
- Activities for corporate trees have been enhanced so any change to the tree, whether during the Intake process or after, is available.
- To provide firms with greater flexibility as to when notes are required on a conflict report, a new configuration called 'Requirement Met Behavior' has been added to the Administration > System > Conflicts > Reports section. Firms can require a note after conflicts resolution has been applied, or after resolution has been added and the report has been created.

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- Users are able to view and edit corporate trees on requests via the party lookup form question, so that the tree can be amended for conflict searching to determine potential issues.

TERMS NEW FEATURES/IMPROVEMENTS
- Document versioning is supported for edited OCR text. If a new a version of document is uploaded, a label is displayed in the categorization lightbox which advises the user that the text was modified in a previous version, the date and time, and the name of the user that modified the text.
- Users are able to view additional suggested terms for those terms with a low confidence threshold in the suggested terms white cards. A link is displayed to allow users to view additional suggestions.
- The document download and export tool has been improved to allow users to select either document download or document download with terms.
- The GET Terms data set operation has been improved to return term level inheritance entities.
- Component Groups can be selected from the multiple data sources list for Terms data sets.
- Term URL has been added to Fields to Retrieve when Terms data source is selected from the multiple data sources list in Data Sets. This allows approvers to view a document via a hyper-link at the Terms Approval workflow state.
- Document URL has been added to the Terms Document data source in the Data Sets multiple data sources.
- Term category and template name have been added to the API delete event payload.
- Term answer field has been added to the GET Terms API.
- The API has been improved to allow an increased character limit for the Term Original Value text field in the Open Elasticube.

COMMON/API/DATASETS NEW FEATURES/IMPROVEMENTS
- Notifications that had a file exceeding 10MB were not previously delivered due to their size, but now display a file name and note advising the file was too large to include.
- Event based monitoring rules, for Watchlists and/or External data, are applied to system changes or the addition of new data after the rule is enabled.

CONFLICTS DEFECT FIXES
- In some cases incorrect matter counts for clients were displayed in the corporate tree lightbox for linked entities.
- In some cases search results sorted by Hit Term returned inconsistent results and caused an exception error.
- All text after a comma was cleared if a comma was used in the party search field of the 'Create a new Blackbook' lightbox in Data Management.
- Additional placeholder text was incorrectly included in conflicts report notifications when using the results cards placeholder and the new notification service.

INTAKE/FLOW DEFECT FIXES
- An error occurred when a grid question with an empty value was updated via the API.
- Searches for Clients on the Request page resulted in frozen requests, user inability to open a request, or searches being canceled by timeout errors.
- Requests could not move to the next workflow state if the first state in a parallel branch was a decisions state.
- Form question answers bulk updated via the API resulted in a deadlocking issue.

TERMS DEFECT FIXES
- An error message was thrown when users imported terms that included an approval group.
- Display settings that were changed on a term template without being saved were not reset if the user switched to another term template.
- The system delete message displayed an incorrect value for the 'inherited' field if clients were removed from component groups.

COMMON/API/DATASETS DEFECT FIXES
- Group memberships cannot be edited via the UI in Risk when CDS is enabled. A label has been added to advise users how to edit the information as needed.
- Users were not logged out of the system and sessions were authenticated after IDM sessions could not be refreshed or ended.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted on May 13, 14:39 PDT
Past Incidents
May 15, 2021
Completed - The scheduled maintenance has been completed.
May 15, 11:49 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 15, 08:11 PDT
Scheduled - SERVICE IMPACT

- Customer 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.

MAINTENANCE DETAILS

-Analytics Service (GA): Modern Business Intelligence solution for Time with timekeeper rights access and ethical walls security providing actionable insights into the business.

-Real Time Entry Status: Admin UI for operational monitoring of entry release status.

-New Look: The Time Landing page and Time API Swagger UI has been updated consistent with the Intapp platform look and feel, and now includes Pricing where appropriate.

-Holidays API: REST API now available to automatically sync holidays from the source system.

-Firmwide Rounding: Admin settings are now available allowing default of firmwide round type and increment for time entries.

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.
Apr 22, 10:10 PDT
Completed - The scheduled maintenance has been completed.
May 15, 11:29 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 15, 08:12 PDT
Scheduled - SERVICE IMPACT

- Customer 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.

MAINTENANCE DETAILS

-Analytics Service (GA): Modern Business Intelligence solution for Time with timekeeper rights access and ethical walls security providing actionable insights into the business.

-Real Time Entry Status: Admin UI for operational monitoring of entry release status.

-New Look: The Time Landing page and Time API Swagger UI has been updated consistent with the Intapp platform look and feel, and now includes Pricing where appropriate.

-Holidays API: REST API now available to automatically sync holidays from the source system.

-Firmwide Rounding: Admin settings are now available allowing default of firmwide round type and increment for time entries.

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.
Apr 22, 10:12 PDT
Completed - The scheduled maintenance has been completed.
May 15, 11:28 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 15, 08:11 PDT
Scheduled - SERVICE IMPACT

- Customer 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.

MAINTENANCE DETAILS

-Analytics Service (GA): Modern Business Intelligence solution for Time with timekeeper rights access and ethical walls security providing actionable insights into the business.

-Real Time Entry Status: Admin UI for operational monitoring of entry release status.

-New Look: The Time Landing page and Time API Swagger UI has been updated consistent with the Intapp platform look and feel, and now includes Pricing where appropriate.

-Holidays API: REST API now available to automatically sync holidays from the source system.

-Firmwide Rounding: Admin settings are now available allowing default of firmwide round type and increment for time entries.

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.
Apr 22, 10:18 PDT
Completed - The scheduled maintenance has been completed.
May 15, 09:30 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 15, 08:14 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 uploading during the maintenance. We encourage you to review the new features and 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 any time after the maintenance start is announced via the status site.

NEW FEATURES/ENHANCEMENTS:
- To improve data quality and optimize adoption, admins have the ability to merge two party records. A 'Merge' button has been added to the parties page allowing two or more parties to be consolidated into one entity. Only users assigned the Party.Merge capability will have permission to merge entities. Additionally, a party merge endpoint has been added to the API.
- Column order will be saved to the user profile on any previously saved view by default.
- A 'noResize' option has been added to the Intapp Document Assembly feature to improve image quality in documents.
- Notification triggers can now be associated to matter velocity metrics on client profiles.

DEFECT FIXES:
- Users experienced inconsistent document generation between DOCX and PPTX templates.
- When users searched for documents on the Person page, the smart lookup field returned empty results.
- A validation error message was not displayed if a user selected an invalid entity type when document components were created via the API.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Apr 28, 12:44 PDT
Completed - The scheduled maintenance has been completed.
May 15, 09:21 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 15, 08:14 PDT
Scheduled - SERVICE IMPACT
- Customer action required: None
- Usage impact: This maintenance will incur downtime. Processes running on Intapp Atom Cloud may experience a brief interruption during this maintenance and may not complete successfully.

MAINTENANCE DETAILS

NEW FEATURES/IMPROVEMENTS
- New Elite 3E connector.
- Java 11 upgrade for Intapp Atom Clouds
- Improvements to Atom Clouds reliability and internal monitoring.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Apr 29, 08:36 PDT
Completed - The scheduled maintenance has been completed.
May 15, 08:33 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 15, 08:14 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 30 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 30 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT
Enable advance monitoring.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
May 11, 15:16 PDT
May 14, 2021
Resolved - This incident has been resolved.
May 14, 15:13 PDT
Investigating - Our scheduled Time Release 2021.2.1.0 - APAC deployment has encountered an issue causing a partial service outage. Users will not be able to use system while we continue to work on a resolution. We will providing further progress updates shortly.
May 14, 13:13 PDT
Completed - The scheduled maintenance has been completed.
May 14, 13:15 PDT
Update - Due to a technical challenge, this release is postponed. You will receive a new maintenance notification when the release is rescheduled. If you have any questions, please contact support@intapp.com
May 14, 11:16 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 14, 05:03 PDT
Scheduled - SERVICE IMPACT

- Customer 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.

MAINTENANCE DETAILS

-Analytics Service (GA): Modern Business Intelligence solution for Time with timekeeper rights access and ethical walls security providing actionable insights into the business.

-Real Time Entry Status: Admin UI for operational monitoring of entry release status.

-New Look: The Time Landing page and Time API Swagger UI has been updated consistent with the Intapp platform look and feel, and now includes Pricing where appropriate.

-Holidays API: REST API now available to automatically sync holidays from the source system.

-Firmwide Rounding: Admin settings are now available allowing default of firmwide round type and increment for time entries.

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.
Apr 22, 10:15 PDT
Completed - The scheduled maintenance has been completed.
May 14, 05:56 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 14, 05:19 PDT
Scheduled - SERVICE IMPACT
- Customer action required: None
- Usage impact: This maintenance will incur downtime. Processes running on Intapp Atom Cloud may experience a brief interruption during this maintenance and may not complete successfully.

MAINTENANCE DETAILS

NEW FEATURES/IMPROVEMENTS
- New Elite 3E connector.
- Java 11 upgrade for Intapp Atom Clouds
- Improvements to Atom Clouds reliability and internal monitoring.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Apr 29, 08:35 PDT
Completed - The scheduled maintenance has been completed.
May 14, 05:16 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 13, 23:04 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 several minutes during the maintenance window. Do not execute bulk data upload during the maintenance. 
- Usage impact:  The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to several minutes during the maintenance window. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

Dispatch
Sequences
-Send only on business Days
Campaigns
-Added search bar for Sent campaigns
-Changes to Unresponsive Contact Views
Templates
-Rearrange elements for mobile consumption
-Allow gifs on email and pages templates
-Link tracking enhancements
-Click Cell to Add Content

 Automations
-Write to Child from Parent

Notifications
-Admins can search users by name and email, and filter users by the state of their settings.

Reporting & Dashboards
-Google Maps - Support Latitude and Longitude
-New map filters
-Default Report level filters
-Increase filter limit for Dashboards
-Refreshed Data Grid UI
-Font Size for Large Value Widgets

 User Management
-Users can now set their own time zone in User Profile
-Add users in User Management
-Add/Remove Multiple Users on Edit User Group tab

Outlook Add-in
-Indicator to tag “CRM” for emails/calendar meetings that a user has synced

Data Entry
-Save and Add New Entry Form
-Clone Entry Form
-Add status text blocks to Entry Forms
-Hot Keys for Required Fields
- Enhanced Conditional Tab Ordering

 DataCortex
-Support for Factset people data
-D&B data is now hosted and available via DataCortex

API
-Add Marketing Activity/Page Activity to Data API

Object Management
-Added Get Currency, In, and Count Functions
-Field Audit: Delete Permissions based on Impacted Lists

Mobile
-Filter any map by any field in your map. See only the related places
-See the places near you in any map whenever you are traveling
-See your favorites entries directly within Search
-See the entire value in a data grid. Hold down any cell to see the entire value as well as actions such as Edit, Copy, etc

ADDITIONAL INFORMATION

- Subscribe to the Intapp Client Community to receive full release notes on Thursday, May 13th.
-If you have any questions, please contact Support@intapp.com.
May 7, 12:09 PDT
May 13, 2021
Completed - The scheduled maintenance has been completed.
May 13, 13:10 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 13, 11:00 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 several minutes during the maintenance window. Do not execute bulk data upload during the maintenance. 
- Usage impact:  The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to several minutes during the maintenance window. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

Dispatch
Sequences
-Send only on business Days
Campaigns
-Added search bar for Sent campaigns
-Changes to Unresponsive Contact Views
Templates
-Rearrange elements for mobile consumption
-Allow gifs on email and pages templates
-Link tracking enhancements
-Click Cell to Add Content

 Automations
-Write to Child from Parent

Notifications
-Admins can search users by name and email, and filter users by the state of their settings.

Reporting & Dashboards
-Google Maps - Support Latitude and Longitude
-New map filters
-Default Report level filters
-Increase filter limit for Dashboards
-Refreshed Data Grid UI
-Font Size for Large Value Widgets

 User Management
-Users can now set their own time zone in User Profile
-Add users in User Management
-Add/Remove Multiple Users on Edit User Group tab

Outlook Add-in
-Indicator to tag “CRM” for emails/calendar meetings that a user has synced

Data Entry
-Save and Add New Entry Form
-Clone Entry Form
-Add status text blocks to Entry Forms
-Hot Keys for Required Fields
- Enhanced Conditional Tab Ordering

 DataCortex
-Support for Factset people data
-D&B data is now hosted and available via DataCortex

API
-Add Marketing Activity/Page Activity to Data API

Object Management
-Added Get Currency, In, and Count Functions
-Field Audit: Delete Permissions based on Impacted Lists

Mobile
-Filter any map by any field in your map. See only the related places
-See the places near you in any map whenever you are traveling
-See your favorites entries directly within Search
-See the entire value in a data grid. Hold down any cell to see the entire value as well as actions such as Edit, Copy, etc

ADDITIONAL INFORMATION

- Subscribe to the Intapp Client Community to receive full release notes on Thursday, May 13th.
-If you have any questions, please contact Support@intapp.com.
May 7, 12:07 PDT
Completed - The scheduled maintenance has been completed.
May 13, 04:40 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 13, 00:03 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 several minutes during the maintenance window. Do not execute bulk data upload during the maintenance. 
- Usage impact:  The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to several minutes during the maintenance window. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

Dispatch
Sequences
-Send only on business Days
Campaigns
-Added search bar for Sent campaigns
-Changes to Unresponsive Contact Views
Templates
-Rearrange elements for mobile consumption
-Allow gifs on email and pages templates
-Link tracking enhancements
-Click Cell to Add Content

 Automations
-Write to Child from Parent

Notifications
-Admins can search users by name and email, and filter users by the state of their settings.

Reporting & Dashboards
-Google Maps - Support Latitude and Longitude
-New map filters
-Default Report level filters
-Increase filter limit for Dashboards
-Refreshed Data Grid UI
-Font Size for Large Value Widgets

 User Management
-Users can now set their own time zone in User Profile
-Add users in User Management
-Add/Remove Multiple Users on Edit User Group tab

Outlook Add-in
-Indicator to tag “CRM” for emails/calendar meetings that a user has synced

Data Entry
-Save and Add New Entry Form
-Clone Entry Form
-Add status text blocks to Entry Forms
-Hot Keys for Required Fields
- Enhanced Conditional Tab Ordering

 DataCortex
-Support for Factset people data
-D&B data is now hosted and available via DataCortex

API
-Add Marketing Activity/Page Activity to Data API

Object Management
-Added Get Currency, In, and Count Functions
-Field Audit: Delete Permissions based on Impacted Lists

Mobile
-Filter any map by any field in your map. See only the related places
-See the places near you in any map whenever you are traveling
-See your favorites entries directly within Search
-See the entire value in a data grid. Hold down any cell to see the entire value as well as actions such as Edit, Copy, etc

ADDITIONAL INFORMATION

- Subscribe to the Intapp Client Community to receive full release notes on Thursday, May 13th.
-If you have any questions, please contact Support@intapp.com.
May 7, 12:05 PDT
May 12, 2021

No incidents reported.

May 11, 2021

No incidents reported.

May 10, 2021

No incidents reported.

May 9, 2021

No incidents reported.

May 8, 2021
Completed - The scheduled maintenance has been completed.
May 8, 12:01 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 8, 11:00 PDT
Scheduled - Maintenance has been scheduled in the OnePlace environment

SERVICE IMPACT
This maintenance will incur downtime. Some or all users will be unable to use the service for up to 15 minutes. Downtime can occur any time after the maintenance start is announced via the status site.

Customer action is not required.
Apr 21, 06:36 PDT
Completed - The scheduled maintenance has been completed.
May 8, 11:13 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 8, 08:01 PDT
Scheduled - SERVICE IMPACT

- Customer action required: none
- Usage impact: none. Users and API users will not be affected.

MAINTENANCE CONTENT

- Admin Portal: restore the ability to change the IDM SSO Session Idle and SSO Session Max
- Admin Portal: add the ability to change the IDM Brute force settings
- Several defect resolutions

ADDITIONAL INFORMATION

- IDM is the Identity Management service used by most Intapp Cloud applications. It provides Single Sign-On across Intapp applications and federation with external Identity Providers. To know if you are using IDM, check if you are redirected to a URL such as idm.my.intapp.com when you authenticate with your Intapp application. If you can not determine if you are using IDM, please contact support@intapp.com
- If you have any questions, please contact Support@intapp.com.
Apr 28, 12:10 PDT
Completed - The scheduled maintenance has been completed.
May 8, 09:54 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 8, 08:00 PDT
Scheduled - Maintenance has been scheduled in the OnePlace environment

SERVICE IMPACT
This maintenance will incur downtime. Some or all users will be unable to use the service for up to 15 minutes. Downtime can occur any time after the maintenance start is announced via the status site.

Customer action is not required.
Apr 21, 06:34 PDT
Completed - The scheduled maintenance has been completed.
May 8, 09:21 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 8, 08:02 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 uploading during the maintenance. We encourage you to review the new features and defect fixes.
- 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 any time after the maintenance start is announced via the status site.
Apr 29, 07:14 PDT
Completed - The scheduled maintenance has been completed.
May 8, 08:22 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 8, 08:03 PDT
Scheduled - SERVICE IMPACT
- Customer action required: None
- Usage impact: This maintenance will incur downtime. Processes running on Intapp Atom Cloud may experience a brief interruption during this maintenance and may not complete successfully.

MAINTENANCE DETAILS

NEW FEATURES/IMPROVEMENTS
- Java 11 upgrade for Intapp Atom Clouds
- Improvements to Atom Clouds reliability and internal monitoring.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Apr 29, 08:13 PDT
Completed - The scheduled maintenance has been completed.
May 8, 06:57 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 8, 05:19 PDT
Scheduled - Maintenance has been scheduled in the OnePlace environment

SERVICE IMPACT
This maintenance will incur downtime. Some or all users will be unable to use the service for up to 15 minutes. Downtime can occur any time after the maintenance start is announced via the status site.

Customer action is not required.
Apr 21, 06:31 PDT
May 7, 2021
Completed - The scheduled maintenance has been completed.
May 7, 08:55 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 7, 05:05 PDT
Scheduled - SERVICE IMPACT

- Customer action required: none
- Usage impact: none. Users and API users will not be affected.

MAINTENANCE CONTENT

- Admin Portal: restore the ability to change the IDM SSO Session Idle and SSO Session Max
- Admin Portal: add the ability to change the IDM Brute force settings
- Several defect resolutions

ADDITIONAL INFORMATION

- IDM is the Identity Management service used by most Intapp Cloud applications. It provides Single Sign-On across Intapp applications and federation with external Identity Providers. To know if you are using IDM, check if you are redirected to a URL such as idm.my.intapp.com when you authenticate with your Intapp application. If you can not determine if you are using IDM, please contact support@intapp.com
- If you have any questions, please contact Support@intapp.com.
Apr 28, 12:07 PDT
Completed - The scheduled maintenance has been completed.
May 7, 05:33 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 7, 05:05 PDT
Update - We will be undergoing scheduled maintenance during this time.
Apr 29, 08:26 PDT
Scheduled - SERVICE IMPACT
- Customer action required: None
- Usage impact: This maintenance will incur downtime. Processes running on Intapp Atom Cloud may experience a brief interruption during this maintenance and may not complete successfully.

MAINTENANCE DETAILS

NEW FEATURES/IMPROVEMENTS
- Java 11 upgrade for Intapp Atom Clouds
- Improvements to Atom Clouds reliability and internal monitoring.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Apr 29, 08:11 PDT
Completed - The scheduled maintenance has been completed.
May 7, 01:17 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 6, 23:32 PDT
Scheduled - SERVICE IMPACT

- Customer 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.

MAINTENANCE DETAILS

-Real Time Entry Status: Admin UI for operational monitoring of entry release status.

-New Look: The Time Landing page and Time API Swagger UI has been updated consistent with the Intapp platform look and feel, and now includes Pricing where appropriate.

-Holidays API: REST API now available to automatically sync holidays from the source system.

-Firmwide Rounding: Admin settings are now available allowing default of firmwide round type and increment for time entries.

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.
May 5, 17:32 PDT
Completed - The scheduled maintenance has been completed.
May 7, 00:38 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 6, 23:32 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 uploading during the maintenance. We encourage you to review the new features and 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 any time after the maintenance start is announced via the status site.

NEW FEATURES/ENHANCEMENTS:
- To improve data quality and optimize adoption, admins have the ability to merge two party records. A 'Merge' button has been added to the parties page allowing two or more parties to be consolidated into one entity. Only users assigned the Party.Merge capability will have permission to merge entities. Additionally, a party merge endpoint has been added to the API.
- Column order will be saved to the user profile on any previously saved view by default.
- A 'noResize' option has been added to the Intapp Document Assembly feature to improve image quality in documents.
- Notification triggers can now be associated to matter velocity metrics on client profiles.

DEFECT FIXES:
- Users experienced inconsistent document generation between DOCX and PPTX templates.
- When users searched for documents on the Person page, the smart lookup field returned empty results.
- A validation error message was not displayed if a user selected an invalid entity type when document components were created via the API.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Apr 28, 12:39 PDT
May 6, 2021
Completed - The scheduled maintenance has been completed.
May 6, 12:23 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 6, 11:13 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 uploading during the maintenance. We encourage you to review the new features and 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 any time after the maintenance start is announced via the status site.

NEW FEATURES/ENHANCEMENTS:
- To improve data quality and optimize adoption, admins have the ability to merge two party records. A 'Merge' button has been added to the parties page allowing two or more parties to be consolidated into one entity. Only users assigned the Party.Merge capability will have permission to merge entities. Additionally, a party merge endpoint has been added to the API.
- Column order will be saved to the user profile on any previously saved view by default.
- A 'noResize' option has been added to the Intapp Document Assembly feature to improve image quality in documents.
- Notification triggers can now be associated to matter velocity metrics on client profiles.

DEFECT FIXES:
- Users experienced inconsistent document generation between DOCX and PPTX templates.
- When users searched for documents on the Person page, the smart lookup field returned empty results.
- A validation error message was not displayed if a user selected an invalid entity type when document components were created via the API.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Apr 28, 12:42 PDT
May 5, 2021
Completed - The scheduled maintenance has been completed.
May 5, 03:55 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 4, 23:03 PDT
Update - The maintenance/release was rescheduled. Please note the new date. If you have any questions, please contact support@intapp.com
Apr 29, 09:22 PDT
Scheduled - SERVICE IMPACT

- Customer 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.

MAINTENANCE DETAILS

-Real Time Entry Status: Admin UI for operational monitoring of entry release status.

-New Look: The Time Landing page and Time API Swagger UI has been updated consistent with the Intapp platform look and feel, and now includes Pricing where appropriate.

-Holidays API: REST API now available to automatically sync holidays from the source system.

-Firmwide Rounding: Admin settings are now available allowing default of firmwide round type and increment for time entries.

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.
Apr 22, 09:52 PDT
May 4, 2021
Completed - The scheduled maintenance has been completed.
May 4, 14:39 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 4, 11:27 PDT
Update - The maintenance/release was rescheduled. Please note the new date. If you have any questions, please contact support@intapp.com
Apr 29, 09:25 PDT
Scheduled - SERVICE IMPACT

- Customer 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.

MAINTENANCE DETAILS

-Real Time Entry Status: Admin UI for operational monitoring of entry release status.

-New Look: The Time Landing page and Time API Swagger UI has been updated consistent with the Intapp platform look and feel, and now includes Pricing where appropriate.

-Holidays API: REST API now available to automatically sync holidays from the source system.

-Firmwide Rounding: Admin settings are now available allowing default of firmwide round type and increment for time entries.

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.
Apr 22, 09:48 PDT
Completed - The scheduled maintenance has been completed.
May 4, 05:51 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 4, 02:00 PDT
Scheduled - SERVICE IMPACT

- Customer action required: none. The maintenance previously scheduled for April 29 has been rescheduled to May 4.

- 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.

MAINTENANCE DETAILS

-Real Time Entry Status: Admin UI for operational monitoring of entry release status.

-New Look: The Time Landing page and Time API Swagger UI has been updated consistent with the Intapp platform look and feel, and now includes Pricing where appropriate.

-Holidays API: REST API now available to automatically sync holidays from the source system.

-Firmwide Rounding: Admin settings are now available allowing default of firmwide round type and increment for time entries.

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.
Apr 29, 09:32 PDT
May 3, 2021

No incidents reported.

May 2, 2021

No incidents reported.

May 1, 2021
Completed - The scheduled maintenance has been completed.
May 1, 09:33 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 1, 08:00 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 1 hour. Do not execute bulk data upload during the maintenance. We encourage you to review the new features and defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 1 hour. The service unavailability can occur any time after the maintenance start is announced via the status site.

RELEASE CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS
- Users can set primary and secondary groupings for hits in Assisted Conflicts, including new options for Type, Hit Term, Hit Text, and Hit Filed, and can configure the layout for the grouped hits to user preference.
- For firms using the D&B external provide, stored aliases in a corporate tree will result in a search hit allowing analysts to determine if a potential conflict exists.
- The trade styles for target companies and all affiliated entities are displayed for corporate trees retrieved from D&B.
- More robust content from D&B Direct+ API such as pulling the corporate tree, shareholders, beneficial owners, management, etc. is retrieved from the content provider and displayed for users.
- Improvements have been made to the BvD integration for retrieving large corporate trees when using the Corporate Group definition. Firms can now control how much data of the tree to retrieve based on levels to unfold and maximum companies, with recommended limits set to 10 and 4,000 respectively. Firms can increase these limits should they want more data, but for large trees this will impact response times.
- Conflicts reports can be shared via API.

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- As part of the company matching feature, additional content such as the Global Ultimate Parent, stock ticker symbol, and legal form is retrieved from the D&B content provider via the Direct+ API and displayed on the request form.
- As part of the D&B Direct+ API enhancement, users can search for a company by the DUNS# on Intake requests and in Conflicts, rather than searching outside the application to find the correct company name.
- Financial Ratings are not yet available with Direct+ API, but will be in upcoming releases.
- To minimize clutter on the Requests page only requests requiring attention of users are displayed. If the archive request configuration is enabled in Administration > System > Requests with a specific duration, completed requests are auto-archived.
- Implementers can default Attachment ID to requests that include an attachment question so that attachments are added by default when the request is created.
- Performance improvements have been made to the page refresh when form question answers are updated.
- Notifications tied to workflow states can be assigned to groups for review. All users in the group assigned as the recipient in the notification designer will receive the email, in accordance with a user's notification preferences.
- Administrators can create unique notification templates for the approval or decline actions. Each template can be customized to reflect the approval action taken and provide clearer context for the recipient.
- To better maintain the database size without impacting business users, system configurations called 'Enable Archiving Request' and 'Archive After' have been added to Administration > System > Requests.
The 'Enable Archiving Request' checkbox is checked by default for new installations and unchecked for upgrades, and the 'Archive After' is defaulted to 90 days.
- Performance improvements have been made to the creation of new requests and opening of existing requests.
- Performance improvements have been made for loading the Score Profile designer.

TERMS NEW FEATURES/IMPROVEMENTS
- To help Terms users quickly categorize existing documents with new Terms templates, the AI can be leveraged to search for and categorize multiple documents at one time.
- Users can categorize and create new terms using the Terms AI within the existing documents uploaded to Terms for new templates created. The user completes AI training based on keywords associated with the Term template. After the training is complete, the AI provides suggested Terms with confidence levels. This enhancement can also be used with existing templates.
- When uploading documents, or categorizing previously uploaded documents, users have the option to direct the AI to categorize all pages or select specific pages only for categorization. Users can preview the document to better identify the pages to select for categorization.
- Users can filter out suggested terms by their confidence rating within the document viewer.
- Users can export to an excel file the results of the terms document search in an effort to quickly identify new terms to be categorized.
- Users assigned the 'Edit Terms Selected Text' capability can modify selected text for uploaded poor quality documents.
- A request hyperlink is displayed in the document profile allowing users to navigate to the linked Request for review of feedback and approval comments for documents uploaded via the Intake application.
- Users can print categorized documents with the template name, term values, and notes for review offline. Categorized documents can also be exported.
- The term categorization lightbox is opened with the cursor in the Find Term Template field after highlighting the selected text for categorization.

COMMON/API/DATASETS NEW FEATURES/IMPROVEMENTS
- To leverage the most current D&B data, the Administration > External Provider now includes a configuration for D&B Direct Plus API.
- The Summary Notes GET API has been improved by adding filters to the skip/take logic.
- A new Terms API has been introduced to return new, modified, or deleted terms within a time period for more efficient integrations with other products.

CONFLICTS DEFECT FIXES
- When a user clicked the 'view' link for an entity in the Corporate Tree and closed the lightbox, the page scrolled up instead of saving its position.
- Users that were not assigned View or Edit Blackbook capabilities were able to view Blackbook details in the corporate tree.

INTAKE DEFECT FIXES
- Requests became locked after executing the decision state of a workflow and did not progress to the next workflow state.
- Requests that had a hold setting configured to 'Yes' were auto-transitioned to the next workflow state.
- Requests with a party lookup question type displayed incomplete text in the field.
- Request forms that included a Checkbox List question mapped to a custom field were cleared after other custom fields were updated via the API.
- A cloned request that included a grid type question with hierarchy enabled threw a run-time error and the request could not be opened.
- When a user overrode an approval workflow step, the system did not log the override activity or the user who executed the override function.
- The ‘close’ button in the warning message lightbox was misaligned if the Financial Ratings refresh failed.

TERMS DEFECT FIXES
- Documents could not complete OCR, and the 'OCR document' option was not available if the document included images.
- Document text for accessible terms was redacted when users navigated directly to the document URL.
- An internal exception error was thrown when a user transferred a document from one entity to another.
- An error was thrown and IIS stopped working when a user opened a document that included a large number of excluded entities from inheritance (e.g. all matters excluded from inheritance).
- The Approval Group field was missing from the term categorization lightbox.
- Users were not redirected to the Request page after the document viewer was closed if more than one document was opened and the user switched between the documents.
- Data sets using the Get Term Value Party Details for smart lookup fields threw an error message and did not return any empty list if a user typed in a non-existent Term Template.

COMMON/API/DATASETS DEFECT FIXES
- The options to export Custom Fields did not display correctly when using the Internet Explorer browser.
- Changes made to custom fields on the Administration > Custom Fields page were not saved.
-The 'Sort By' is reset if the primary datasource is removed from a multiple data source data set.
- Data Sets that used the jurisdiction term as a data source did not return results for terms without a specified jurisdiction.
- Default data sets returned errors if a parameter included the ampersand (&) symbol.
- The fields on the Datasources tab were misaligned and did not render properly in the UI.
- A console error was thrown if a user edited a Virtual Table column definition and then deleted the column.
- Virtual Tables were not migrated from on-prem to cloud when the migration tool was used.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Apr 1, 14:06 PDT
Completed - The scheduled maintenance has been completed.
May 1, 08:32 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 1, 08:00 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 several minutes during the maintenance window. Do not execute bulk data upload during the maintenance. 
- Usage impact:  The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to several minutes during the maintenance window. The service unavailability can occur anytime after the maintenance start is announced via the status site.



RELEASE CONTENT

- Maintenance release with bug fixes and improvements



ADDITIONAL INFORMATION

-If you have any questions, please contact  Support@intapp.com.
Apr 28, 06:13 PDT