• Only Business Days Setting for Recurring Actions

    staging

    When configuring a Recurring Bulk Action, users can enable the "Only Business Days" setting to skip running the bulk action on a non-business day. If enabled, Federal Holidays are considered a non-business day.

    Created 11 hours ago

  • New Next Event Merge Tags

    staging

    The following next event merge tags have been added:

    • [NextEventType]
    • [NextEventDescription]
    • [NextEventStatus]
    • [NextEventReference]

    Created 12 hours ago

  • Ability to Customize Auto Forwarding Template

    staging

    The Auto Forwarding template used with any forwarding related features is customizable through the General Settings > Auto Forward settings.

    Created 13 hours ago

  • Console Server Directory Browser Upgrades

    staging

    The Console Server Directory Browser is faster and supports downloading files directly to a user's computer.

    Created 1 week ago

  • Console SFTP Supports FTPS Connections

    staging

    The Console SFTP and SFTP Gateway support FTPS connections.

    Created 1 week ago

  • Organizations Portals Page

    staging

    Users can create an "Organizations" page on a portal and allow clients to toggle subscriptions directly.

    Created 3 weeks ago

  • IDP Enforced Roles and Expiration

    staging

    IDP users will use the roles and expiration from the issuing provider instead of eCourtDate defaults.

    Created 3 weeks ago

  • Upgraded Reports UX and Expanded Sample Reports

    production

    The UX has been improved to be easier and more streamlined to create and manage reports. In addition, we've added multiple sample reports that can be quickly imported.

    Created 1 month ago

  • Portals Performance Updates

    production

    The following features should work faster by an average of .5 seconds per page/action:

    • Searching Cases
    • Searching Events linked to a Case
    • Logging in / Registering as an Attorney
    • Logging in / Registering as a Client
    • Viewing Calendars
    • Checking in / out for an event
    • Viewing an Event
    • Viewing a Warrant
    • Sending / receiving Chats
    • Viewing Files attached to a Message
    • Viewing Events on the Waitlist

    Created 2 months ago

  • New Workflows Feature

    production

    Users can create and manage "workflows" to automate a series of actions. 

    Created 2 months ago

  • New Admin Automations Section

    production

    A new admin section named "Automations" has been added to the admin navigation. 

    Created 2 months ago

  • Reduced Inbound Text Message Latency

    production

    Inbound text messages are processed faster by an average of .5 seconds.

    Created 2 months ago

  • Virginia Pretrial Risk Assessment Instrument

    production

    The assessments feature now supports the Virginia Pretrial Risk Assessment Instrument.

    Created 2 months ago

  • Portals Show Event Attachments Setting

    production

    When editing a portal, users can enable the Show Event Attachments setting. If enabled, any files attached to an event are also displayed in the portal for clients to download. This can be used both for files that should be downloaded prior to an event and after (such as meeting transcripts and recordings).

    Created 2 months ago

  • Attach Files to Cases and Events

    production

    Users can drag and drop file attachments to both cases and events. When viewing either a case or event, there is a new drag-and-drop file uploader.

    Created 2 months ago

  • Public Case Lookup Inline Form

    production

    On the case lookup, if subscriptions are allowed publicly and the client is not logged in, a form with the following fields allows the client to register and subscribe to the case in one action:

    • First Name
    • Last Name
    • Email Address
    • Phone Number

    Created 2 months ago

  • Electronic Warrants Updates

    production

    Warrants support the following fields:

    • Location
    • Title
    • Subtitle
    • Audience
    • Description (HTML)
    • Custom meta fields per warrant

    In addition, the PDF and portal views of warrants have been updated.

    Created 2 months ago

  • Checkins Page Send a Message Update

    production

    On the Checkins page > Send a Message form, users can preload the message form with an Auto Message and use the Auto Translate button. If an Auto Message is selected with multiple languages, the appropriate language is used for each checkin.

    Created 2 months ago

  • Configurable Portal Options to Allow Clients to Cancel Events

    production

    When editing a portal, there are two new options:

    • Allow Cancel Event
    • Cancel Event Reasons

    When enabled, event pages on the portal will display a Cancel Event button at the end of the page. If clicked, the client chooses a reason and adds optional comments. The event status is updated to canceled and a comment is created with the reason.

    Created 2 months ago

  • Fillable PDF Generator Updates

    production

    The fillable PDF generator for any portal form supports checkbox fields, long text fields, and multi-line field labels.

    Created 2 months ago

  • Events Page Search Options

    production

    In the Events page search form, users can search "Location Notes" and "Virtual Notes" fields with a partial query. The Location Notes field will only show if a Location is selected. The Virtual Notes field will only show if the Virtual checkbox is selected.

    Created 2 months ago

  • Events Page UX Changes

    production

    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 2 months ago

  • Bulk Actions Create From Upload

    production

    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 3 months ago

  • Bulk Actions Add Contacts Supports Flexible Formatting

    production

    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 3 months ago

  • Auto Docs Feature

    production

    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 3 months ago

  • Chatbots Available on Web Portals

    production

    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 3 months ago

  • Form Submissions Updates

    production

    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 3 months ago

  • Client Types General Setting

    production

    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 3 months ago

  • Bulk Action Labels Match Custom Settings

    production

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

    Created 3 months ago

  • New Events Page Options

    production

    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 3 months ago

  • New Options When Transferring Clients

    production

    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 3 months ago

  • Availability Templates Enabled Days Setting

    production

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

    Created 3 months ago

  • Hide Register Link

    production

    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 months ago

  • Portals Photos Configuration Options

    production

    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 months ago

  • Portals Profile Form Builder

    production

    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 3 months ago

  • Portals Library UI Improvements

    production

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

    Created 3 months 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 3 months 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 3 months 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 3 months 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 4 months 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 4 months 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 4 months 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 4 months 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 4 months 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 4 months ago

  • Ability to Rate Help Chat Responses

    production

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

    Created 4 months ago

  • Improved Portals Response Times

    production

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

    Created 4 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 4 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 4 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 4 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 4 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 4 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 5 months ago

  • New Chatbot Settings

    production

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

    Created 5 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 5 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 5 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 5 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 5 months ago

  • Console Domains UI Changes

    production

    The Console Domains page includes new search and filtering options.

    Created 5 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 5 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 5 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 5 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 5 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 5 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 5 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 6 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 7 months ago

  • Messages Search Redesigned

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

    Created 7 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 7 months ago

  • Improved Performance on Data Dashboards

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

    Created 7 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 7 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 7 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 7 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 7 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 7 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 7 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 8 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 8 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 8 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 8 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 8 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 8 months ago

  • Improved Performance in Inbound Messaging

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

    Created 8 months ago

  • Improved Performance on Upload Processing

    production Uploads should see improved performance on processing times.

    Created 8 months ago

  • Improved Performance on Data Dashboards

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

    Created 8 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 8 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 8 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 8 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 8 months ago

  • Visitor Badges

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

    Created 8 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 8 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 8 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 8 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 8 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 8 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 8 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 9 months ago

  • New Merge Tags

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

    Created 9 months ago

  • Improved UX on Submissions

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

    Created 9 months ago

  • Generate Press Releases

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

    Created 9 months ago