DC/OP - EU/AE - UAT/SAND - 2023.1 Release RC1
Scheduled Maintenance Report for Intapp, Inc.
In progress
Scheduled maintenance is currently in progress. We will provide updates as necessary.
Posted Jan 26, 2023 - 11:01 PST
Scheduled
SERVICE IMPACT
- There will be a downtime during the release that can occur any time after the maintenance start is announced via the status site. Do not perform any large data imports or changes during the maintenance window. Please communicate this information to all users.
- Data will be refreshed to mirror what is in production.

RELEASE CONTENT
The release highlights include:

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

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

Automated Activity Capture
- Capture Email Sync Rules

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

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

Calculations
- Run Test Calculations

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

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

Search
- Grid Widget Search Defaults to Search Across All Fields

Automations & Notifications
- Email Notification when Automation Approaches Limit

Data Entry
- Address Autocomplete
- Time Zone Selection for Entries

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

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

User Management
- Two-Factor Authentication Enhancements

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

ADDITIONAL INFORMATION
- Detailed release notes will be posted on the Intapp Support Portal and DealCloud University on Tuesday, January 24th.
- If you have any questions, please contact support@intapp.com or support@dealcloud.com.
Posted Jan 20, 2023 - 17:00 PST
This scheduled maintenance affects: EU: Non-Production (EU DealCloud - User Acceptance Testing, EU OnePlace CRM - Sandbox) and AE: Non-Production (AE DealCloud - User Acceptance Testing).