OnePractice October Updates
We're excited to announce the release of OnePractice version 4.6.2, aimed to provide a better end user experience with greater functionality and the ability handle the new SharePoint features.
Template Manager
New features
Enhanced performance and reduced reload times – great for clients that have more than 2000 of their own clients
Updates to handle new SharePoint features
Ability to use multiple template manager instances in multiple document centers in the same browser
Change skin in settings
Either “OnePractice” (default) or “ConnectedPractice” (only to be used for CA Kairos customers)
OP_AllowAmpersands - Historically SharePoint did not allow ampersands ('&') in URLS so ampersands in client names were replaced with 'and' to create folders. Now SharePoint allows '&', you can set to True or False in settings
Please note, you should not turn this feature on for existing customers as it will create duplicate folders
New settings in HubOne Common App Settings list:
PopulateClientMetatadataField – populates new metadata column “Client” with client name against all saved documents – if not exists is created and set to True as default
PopulateGroupMetadataField – populates new metadata column “ClientGroup” with Group name against all saved documents – if not exists is created and set to True as default
Bug Fixes
Excel templates – custom dialog fields of type “Number” now translate to numeric cells in Excel
Secondary template fields working <<ClientPostalAddress|ClientAddress|No Data>>
Mail Manager
Saving Emails
New features
New settings in HubOne Common App Settings list:
PopulateClientMetatadataField – populates new metadata column “Client” with client name against all saved documents – if not exists is created and set to True as default
PopulateGroupMetadataField– populates new metadata column “ClientGroup” with Group name against all saved documents – if not exists is created and set to True as default
Update skin via HubOne Common App Settings
Either “OnePractice” (default) or “ConnectedPractice” (only to be used for CA Kairos customers)
Enhanced loading speed
Bug Fixes
Metadata choice fields displaying correctly
When the client is auto-selected, the subfolders button appears without having to reselect client
Attachments with the same name as existing items in a client's folder are now renamed instead of overwriting existing
Using Templates
New features
Custom dialog fields enabled (same as Template Manager)
Bug Fixes
UI bug when no drafts are found in Drafts folder
Scanned Document Manager
Updates coming soon!