Product Changes | eCourtDate Help

View new eCourtDate platform features and updates.

  • Events Page UX Changes

    staging

    When manually creating new events:

    • The Flow, Location, and Portal options are defaulted to the first option if a default option is not found.
    • A "Edit Event" button shows next to the "Create" button whenever creating an event.
    • An Event is auto set as virtual if the Location is virtual.

    Created 1 week ago

  • Bulk Actions Create From Upload

    staging

    When a bulk action is created from an upload, the bulk action will use the specific upload instead of the creator search filter. This will ensure that bulk actions are restricted only to the particular upload instead of any clients that may have been created by a previous upload.

    Created 1 week ago

  • Bulk Actions Add Contacts Supports Flexible Formatting

    staging

    When performing a Bulk Action, users can click Add Contacts to manually paste a list of email addresses and phone numbers. This feature now accepts multiple formatting options:

    • Comma-separated values

    • Space-separated values

    • New line–separated values

    This flexibility makes it easy to copy and paste contact lists from a variety of file sources without requiring any formatting changes.

    Created 1 week ago

  • Auto Docs Feature

    staging

    Auto Docs allow users to create automated document generation workflows. Documents are generated based on existing data and can be sent to any external destination such as email, SFTP, S3, and API. Each document can be personalized based on dynamic fields and supports custom templates.

    Created 1 week ago

  • Chatbots Available on Web Portals

    staging

    Users can create a chatbot and enable it on a portal. Any AI-generated responses will use the chatbot personality and configuration set by the user. When editing a portal, choose a chatbot and click save. Once saved, the chatbot will appear on all portal pages in the bottom right corner. A demo chatbot is available at https://demo.ecourtdate.com

    Created 1 week ago

  • Form Submissions Updates

    staging

    The following updates have been made when managing form submissions:

    • When clicking the CSV button on the submissions viewer, the submission fields will be extracted to separate columns.
    • When editing a single submission, a new CSV button also works the same way.
    • When generating a PDF from a single submission, the template has been updated to include the general fields before the submission fields.
    • When switching between forms on the submissions viewer, the current URL will update automatically.

     

    Created 2 weeks ago

  • Client Types General Setting

    staging

    In General Settings, a new "Client Types" option has been added. When configured, then any "Client Type" fields will use the options. If not configured, then a dynamic list of client types is generated based on the data available.

    Created 2 weeks ago

  • Bulk Action Labels Match Custom Settings

    staging

    When creating and editing bulk actions, any custom fields and labels configured in General Settings will use the custom configuration.

    Created 2 weeks ago

  • New Events Page Options

    staging

    When users edit their preferences, a new Hide Events Calendar option is available. If enabled, the calendar on the events page will be hidden.

    When viewing the Events page, there are new Date Range filter options.

    Created 2 weeks ago

  • New Options When Transferring Clients

    staging

    When users are transferring clients manually or through bulk actions, the following options are available:

    • Sync With Target Agency - if enabled, the client and related records will be updated instead of skipped.
    • Related Records - users can choose which related records are transferred instead of all.

    Created 2 weeks ago

  • Availability Templates Enabled Days Setting

    staging

    When users are editing an Availability Template, the Enabled Days setting is a list of checkboxes.

    Created 3 weeks ago

  • Hide Register Link

    staging

    When editing a web portal, users can enable the "Hide Register Link" option in the "Welcome" tab. If enabled, this will hide the "register" link to the enrollment page.

    Created 3 weeks ago

  • Portals Photos Configuration Options

    staging

    When editing a portal, users can customize the "Photos" page. The Photos page only works for authenticated clients and allows clients to upload their photos through a web cam or file browser.

    Created 3 weeks ago

  • Portals Profile Form Builder

    staging

    Users can customize the fields used in the Portal Profile with a builder similar to the Enroll Form and Checkin Form builders. This allows users to completely customize which fields are available to clients in their profile.

    Created 4 weeks ago

  • Portals Library UI Improvements

    staging

    The Web Portal Library UI has been upgraded. In addition, loading the library and individual resources is faster.

    Created 1 month ago

  • UI Improvements When Viewing Messages and Contacts

    production

    When viewing a single message or contact, the message feed for the record has new sorting and filter options. In addition, outbound and inbound messages are sorted in a conversational style.

    Created 1 month ago

  • OTPs Verify Endpoint Validation

    production

    When using the new /otps/verify endpoint via API, users should expect that the "channel" property is required to match the original "channel" value provided in the /otps endpoint.

     

    The API docs have been updated to reflect this change: https://docs.ecourtdate.com/#/One-Time%20Passcodes/VerifyOTP

    Created 1 month ago

  • Events Data Dashboard Updates

    production

    The following features have been added to the Events Data Dashboard:

    • Quick Time Range buttons to easily update the date filter.
    • Visualizations including heatmaps.
    • Rate calculation options including FTA Rate and Reached Rate.
    • Pie charts including "Reached Distribution" and "Appeared Distribution".
    • Predictive Analytics with conservative and optimistic models.
    • Data quality metrics including trend strength and group dominance.

     

    Created 1 month ago

  • Assigned Phone Numbers When Viewing Campaigns

    production

    On the carriers page, users can see which local area code phone numbers are assigned to which campaigns.

    Created 1 month ago

  • Electronic Signature Auto Complete and Additional Signers

    production

    When sending a file for electronic signature, users can enter a comma-separated list of additional signers. Once all signers have completed their signatures, the file status is automatically changed to complete.

    Created 1 month ago

  • New Options for Portals

    production

    When editing Portals, users have the following new options:

    • Customize Color Theme based on named presets
    • Choose an Agency Chatbot to embed on the portal
    • Configure any Agency Social Media profiles 
    • Upload Public Media (can be inserted directly into any content blocks)

    Created 1 month ago

  • New Options and Improved UX When Editing Posts

    production

    Users can now configure and link multiple forms and files to a post. In addition, users can drag and drog a featured image to highlight for the post. When uploading images directly through the editor, any images larger than 1024 px width will be automatically resized.

    Created 1 month ago

  • Improved Performance for Staging and Primary APIs

    production

    The cloud infrastructure for the staging and primary APIs have been upgraded. Users will see improved speeds and general performance.

    The status page now tracks the primary API in addition to each region API.

    Created 1 month ago

  • Auto Generate Case Number Settings

    production

    The following settings allow users to customize how to case numbers are generated automatically. 

    • Case Number Format
    • Separator
    • Type Code Length
    • Case Number Length
    • Case Number Prefix
    • Case Number Suffix

    Created 2 months ago

  • Ability to Rate Help Chat Responses

    production

    Users can rate our help chatbot responses uses an Emoji-based rating system. 

    Created 2 months ago

  • Improved Portals Response Times

    production

    Portal response times have been improved for all web portals and pages.

    Created 2 months ago

  • Improved UX When Viewing Uploads

    production

    When users are viewing an upload, we've added UX improvements including a sticky header and table alignment.

    Created 2 months ago

  • Ability to Reset Identities and Documents via the Console

    production

    Console users can reset Identities and Documents through the "Reset Data" tool in the Console.

    Created 2 months ago

  • One-Time Password API Endpoints Published

    production

    We have published the OTP endpoints that we use for the Web Portals. This allows any API user to implement OTP functionality into their own application.

    Created 2 months ago

  • Events Calendar View

    production

    When viewing events, both a calendar and list view are displayed. The calendar view allows toggling between month, week, and day.

    Created 2 months ago

  • Files Management Improvements

    production

    We've applied the following changes when managing files:

    • Performance improvement - loading files is faster
    • Category organization - create folders and sub-folders to organize files
    • UX redesign - uploading and managing files is more intuitive with multi drag and drop support

    Created 2 months ago

  • Improved Form Builder UX and Additional Field Types

    production

    The user experience has been improved when creating or editing forms. In addition, forms support the following field types:

    • Password
    • Range Slider
    • Search
    • Date and Time (combined)
    • Week
    • Month

    When creating actions, all clients fields are available to populate based on the form submission.

    Created 2 months ago

  • New Chatbot Settings

    production

    Users can customize chatbots behavior and persona. In addition, users can create custom responses for common questions.

    Created 2 months ago

  • Status Page Subscriptions

    production

    Users can click "Get Updates" on the Status page to get service status notifications. https://status.ecourtdate.com

    Created 2 months ago

  • Form Builder Supports URL Field

    production

    When building a form, users can choose the "URL" type as a field option. If used, it will validate the entry as a URL (ex: https://agency.gov).

    Created 2 months ago

  • New 404 Error Page on Web Portals

    production

    When users attempt to load a URL that doesn't exist, the portal will return a more user-friendly error page with a link to go to the home page. Previously, there was a generic 404 error message.

    Created 2 months ago

  • Performance Improvements on Portal Calendars

    production

    Users should experience faster response times when using calendar URLs with external calendars and on the portal.

    Created 2 months ago

  • Console Domains UI Changes

    production

    The Console Domains page includes new search and filtering options.

    Created 2 months ago

  • Redesigned Tickets Page

    production

    The in-app Help Tickets page has been redesigned to streamline the ticket creation process. In addition, a new metric has been added "Average Open Time" that calculates the average time all tickets are open.

    Created 2 months ago

  • Endpoints Added to API Documentation

    production

    The following endpoints have been published in the API documentation:

    • GET /settings
    • PATCH /settings
    • POST /messages/bulks

    Created 2 months ago

  • Training Agent with Dynamic Client Personas

    production

    Users can train on how to use the eCourtDate platform by sending live SMS and getting simulated responses back. Create a client with the following phone number: (954)-405-8543. Any outbound messages sent in live mode from the agency will have a simulated response sent back. Configure the training agent persona and language in Admin > Settings > Training Agent.

    Created 2 months ago

  • Help Chats Render in Markdown

    production

    As part of our upcoming help chatbot, responses will render in Markdown. This allows for enhanced readability as well as clickable links.

    Created 2 months ago

  • New Data Dashboards Changes

    production Aggregate Trends now calculate using averages for more representative insights across time.
    • Introduced new Data Quality Metrics to help you identify inconsistencies and improve input hygiene.
    • Added a Time Analysis Chart featuring the Coefficient of Variation (CV) to track relative variability.
    • New Pie Chart visualizations for intuitive, distribution-based insights.
    • Included four advanced Statistical Predictive Metrics for more accurate forecasting and trend projection.
    • In the Detailed Analysis Chart, users can now click to drill down into specific data segments.
    A redesigned Filter Panel (top-right corner) includes:
    • Quick Time Ranges for faster filtering.
    • New Visualization Options to customize views.
    • Rate Calculations to dynamically assess changes over time.

    Created 3 months ago

  • Attorneys Endpoints Added to API Documentation

    production API users can now programmatically search, create, update, and delete attorneys. In addition, the Update Case endpoint includes an example of how to assign multiple attorneys to a case.

    Created 3 months ago

  • Import System Level Roles

    production Users can one-click import the following system level roles: ConsoleUser, Security, and Jurisdiction Admin. Jurisdiction Admin is only available in us-texas region.

    Created 4 months ago

  • Console Domains DNS Records

    production When viewing a domain in the Console, users can click a "Download DNS" button to save a CSV file with all necessary records for a domain. For email domains, this now includes both outbound and inbound DNS records.

    Created 4 months ago

  • Messages Search Redesigned

    production When searching on the Messages page, the search options have been redesigned and simplified.

    Created 4 months ago

  • Edit Carrier Campaigns

    production Users can edit carrier campaign registrations directly through the Carriers page. Previously, updates to carrier changes required submitting a help ticket.

    Created 4 months ago

  • Improved Performance on Data Dashboards

    production The Data Dashboards backend has been upgraded to allow for more performant queries.

    Created 4 months ago

  • Hide Create Forms by Role

    production If a user is not Super Admin and does not have a "create" permission, then then the create form will be automatically hidden.

    Created 5 months ago

  • Page Tabs Can be Hidden by Role

    production When configuring roles, users can set the "Hidden Navigations" setting to hide sub page tabs based on the assigned user's role.

    Created 5 months ago

  • Restrict Portal Access by Domain

    production When editing a Portal, use the "Allowed Domain" setting to restrict portal registration and login to a specific domain. If enabled, portal registration will require an email address and clients can only login with their email.

    Created 5 months ago

  • Curfew Reminders

    production Users can configure Supervision Levels to send curfew reminders to assigned clients on a daily basis. Each Supervision Level supports the following settings if curfew reminders are enabled:
    • Curfew Days
    • Curfew Start Time
    • Curfew End Time
    • Curfew Message (choose from Auto Messages)

    Created 5 months ago

  • Improved Portal Performance

    production The following portal features should experience improved performance and reduced latency:
    • Viewing informational posts
    • Viewing event locations
    • Searching, subscribing, and unsubscribing to cases
    • Uploading documents and photos
    • Creating addresses through the profile or enroll form
    • Submitting forms
    • Viewing checkins on waitlist
    • Generating merge tags (partial)
    • Electronically signing files
    • Signing into the portal

    Created 5 months ago

  • Search Comments

    production On the Comments page, users can search with the following fields:
    • Partial search on any comment content
    • Case Number
    • Archived or Trashed

    Created 5 months ago

  • Sample Forms List Updated

    production When creating a form, users can choose from multiple sample forms instead of only a survey form.

    Created 5 months ago

  • Choose Agency Email Domain

    production When creating an agency email, users can choose from their custom domains or an "ecase.io" based domain. If an email gateway is configured, users can also set the gateway.

    Created 5 months ago

  • Allow Clients to Download a Fillable PDF

    production When submitting a form on the portal, clients can use the "Download PDF" to save a fillable PDF version of the form.

    Created 5 months ago

  • User Customizable Cases Fields

    production When viewing the Cases page, users can customize their preferred fields by clicking on the "Fields" button and toggling any desired fields.

    Created 5 months ago

  • Detach Users in a Deactivated Agency

    production If an agency is deactivated, users can be still be detached through the Console. Previously, the agency had to be reactivated in order to manage users.

    Created 5 months ago

  • Enter Additional Email Addresses when Scheduling a Meeting

    production Clients can use the "Additional Email Addresses" field to include additional emails when scheduling meetings through a portal.

    Created 5 months ago

  • Improved Performance in Inbound Messaging

    production Inbound texts and emails should see an improved speed on processing times.

    Created 5 months ago

  • Improved Performance on Upload Processing

    production Uploads should see improved performance on processing times.

    Created 5 months ago

  • Improved Performance on Data Dashboards

    production All data dashboards should experience improved load times and reduced latency.

    Created 5 months ago

  • Generate Operations Manual

    production From the "Get Help" page, click on the "Download Operations Manual" to generate a customized PDF manual based on your agency settings.

    Created 5 months ago

  • Reduced Latency on Web Portals

    production The following web portal features should experience improved performance and reduced latency: attorney directory, public/private calendars, checkin/checkout forms, private dashboard/profile/documents, maps and locations, and redirects.

    Created 5 months ago

  • Skip Duplicate Message Prevention Setting

    production Use the "Skip Duplicate Messages" setting to disable duplicate prevention for outbound messages. This is only recommended for API users who want to control duplicate prevention completely on their end without setting duplicate conditions on a per-request level. https://staging.ecourtdate.com/settings?search=duplicate

    Created 5 months ago

  • Admin Check in Form Fields use the Portal Form Fields

    production If a portal has a custom check-in form, the admin check in will use the same fields.

    Created 5 months ago

  • Visitor Badges

    production After checking in, clients can click the "Visitor Badge" button to take a photo and create a badge.

    Created 5 months ago

  • Bulk Actions Dispatch Immediately and Process in Parallel

    production When a bulk action is ran live, the messages will begin processing immediately. In addition, each message is generated simultaneously. This will result in faster dispatch and processing times.

    Created 5 months ago

  • Auto Populate Portal Forms

    production Forms support auto population of any fields based on a URL parameter. Pre populated links can be generated in QR codes, used in message links, or integrated in an external system to create dynamic links.

    Created 6 months ago

  • Ability to Retry Webhook Logs

    production When viewing webhook logs in the Console, users can click the "Retry" button to immediately resend the log to the webhook URL.

    Created 6 months ago

  • Launch Portal Based Waitlist Pages

    production Users can generate a real-time waitlist page of scheduled events and check-ins through a portal. Waitlists can work on both client/visitor devices and show on display screens (TVs and kiosks).

    Created 6 months ago

  • Auto Populate QR Code Links

    production When editing a QR code for a portal form, users can choose to auto populate any fields associated with the form.

    Created 6 months ago

  • Improved Check-in Form Customizability

    production Users can create custom fields, select field types, select field options, select whether a field is hidden or required, and set a default value. In addition, the UX has been improved to streamline check-in form creation.

    Created 6 months ago

  • Improved UX on Flows

    production When editing a flow, users can click the "Duplicate" button to create additional messages and the "Import Sample" button to pre-populate the Subject and Message fields with a sample template. Scheduling and trigger options have been reorganized for simplicity.

    Created 6 months ago

  • New Merge Tags

    production The following merge tags are available for client-level data: [ClientBirthDate] [ClientBirthYear] [ClientAge] [ClientGender]

    Created 6 months ago

  • Improved UX on Submissions

    production The submissions viewer has been improved with inline editing, file downloads, and data search.

    Created 6 months ago

  • Generate Press Releases

    production On the Referrals page, under Agency Setup, users can generate press release templates to announce using eCourtDate.

    Created 6 months ago

  • New Auto Message Trigger: When a Client Group Is

    production Use the "When a Client Group Is" Auto Message trigger to send a message when a client is assigned to a specific group. This auto message can be triggered when clients are created with a group or updated to a group.

    Created 6 months ago

  • Clients UX Changes

    production When searching for clients on the main client's page, users can select which field to choose for a partial search. When editing a client, the following changes have been made: - A blank thumbnail image of the client is shown next to the client name (unless a photo is uploaded) - A list of the client's next three upcoming events is displayed below the client's profile

    Created 6 months ago

  • Customizable Client and Event Fields

    production On the Clients and Events pages, users can choose from additional fields to include when creating new records.

    Created 6 months ago

  • Ability to Manually Assign Client Supervision Level

    production

    When editing a client, users are able to manually assign the supervision level to a client. If a supervision level is assigned, then any details about the level are shown. Ensure to configure supervision levels under Admin > Settings > Supervisions.

     

    Client Supervision Level Example

    Created 7 months ago

  • Update Inbound Security Rules on a Managed Server

    production

    If using a managed server by eCourtDate, users previously submitted a help request to make a change to the server's inbound security rules.

    Authorized users can now directly manage their own IP addresses through the Console Server page.

    Add new inbound IPs

    Add a new IP address

     

    Edit existing inbound IPs

    Edit an existing security IP rule

     

    Created 8 months ago

  • Geolocation Disabled by Default

    production

    To ensure geolocation is only turned on by users if desired:

    • When using the "Auto Setup" tool, the portal that is created will have geolocation disabled by default.
    • When manually creating a Portal, geolocation is disabled by default.
    • When viewing the Portals page, the current geolocation and verification settings are visible.

    Example screenshot showing geolocation settings

     

     

    Created 8 months ago

  • Improved Frontend UX Experience

    production

    The frontend has been upgraded, including:

    • Improved dark mode support
    • Real-time updates on background processes
    • Improved usability on app search and agency switcher
    • Enhanced user preferences

    Created 8 months ago

  • Improved Agency Auto Setup

    production

    We've improved the Agency Auto Setup. When setting up a new agency, this tools automatically configures the following agency configuration:

    • Set general settings, including languages and business hours
    • Creates one location
    • Imports sample Flows and Auto Messages
    • Creates messaging Reports
    • Creates event, payment, and client statuses
    • Activates Agency Phone by area code
    • Activates Agency Email address
    • Activates a Web Portal

    Example Auto Setup Agency

     

    Created 8 months ago

  • New Language Supported Hakha Chin

    production

    eCourtDate now supports Hakha Chin for outbound and inbound messaging.

    There are over 170,000 speakers of this language.

    Hakha Chin is the lingua franca in Thantlang and Hakha townships of Chin State.

    Created 9 months ago

  • Subscribe to Event through the Portal

    production

    Event views on the portal now allow clients to subscribe additional participants. The event must still be in the future for this option to appear.

    Example Subscribe form on the Event portal

    Created 9 months ago

  • Bulk Update or Archive Events

    production

    On the Events page, a user can select multiple events and choose to bulk update or archive any of the selected results.

    Example showing bulk update of selected events

    Created 9 months ago

  • Upload Template New Time Options

    production

    Upload Templates allow a "events.am_pm" field. This can be used to parse event times. We've also added "gi" as an additional time format option. When used with AM PM, times such as 900 am or 245 pm can be used.

    Upload Templates Event Time AM PM setting

    Created 10 months ago

  • Upload Template Simulate

    production

    When simulating an upload template, any generated dates and times use the template's date and time formats. This helps ensure that synthetic data matches the source data for testing.

    Created 10 months ago

  • New Webhook Changes: Custom Headers, Shared Secret, and updated Payload Format

    production
    1. Updated the documentation guide to include sample payloads and implementation code samples
    2. Added a new "Webhook Header Secret" option that users can use to validate the webhooks for data integrity and security (optional).
    3. When editing a Webhook in the Console, added the ability to generate a sample payload using the Test Request button. 
    4. Users can view the IP addresses for the webhook servers to whitelist the IPs without submitting a support ticket.
    5. Users can create custom webhook Headers and receive them on the app server (optional).
    6. Increased the "timeout" to up to 10 seconds from 3 seconds.
    7. Separated client data into a nested "client_data" object.

     

    Console Webhooks Support Custom Headers and Format

    Created 10 months ago

  • Streamlined Manual Event Entry

    production

    When creating or editing an event:

    • All fields use the custom field labels configured in General Settings
    • Location, Flow, and Portal auto choose the default option
    • If a Location has Rooms, then a Location Room dropdown shows
    • Event field preferences apply to both add and create forms

    Created 10 months ago

  • Portal Documents Page

    production

    Allow clients to upload documents directly on a standalone Documents page.

    Public facing portal documents page

    Created 10 months ago

  • Judge Level Merge Tags

    production

    The following Judge level merge tags are available:

    • JudgeReference
    • JudgeType
    • JudgeLink
    • JudgeRoom
    • JudgePhone
    • JudgeEmail
    • JudgeWebsite
    • JudgeVirtualLink
    • JudgeVirtualCode
    • JudgeDescription

    Created 10 months ago

  • User Title Setting

    production

    User profiles support a free entry Title field. This can be used by large agencies or IDP users to include the title for more efficient user management.

    User Title Field

    Created 10 months ago

  • Customize Event Calendar Title and Description

    production

    In Admin > Settings, use the Calendar Title and Calendar Description options to customize the information used in calendar templates.

     

    Calendar General Settings - Customize Title and Description

    Created 10 months ago

  • [EventNotes] Merge Tag

    production

    [EventNotes] can be used as a merge tag for agencies that want to share notes with their clients.

    Created 10 months ago

  • Customize Application Labels Setting

    production

    In General Settings: use the Customize Labels setting to define your own labels for primary data models:

    • Clients
    • Events
    • Payments
    • Cases
    • Warrants
    • Contacts
    • Payments

     

    Example customized app labels for Juror use case

    Created 11 months ago

Get Help from the eCourtDate Team

See Help Options