Product Changes | eCourtDate Help

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 1 week ago

Attach Files to Cases and Events

staging

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 1 week ago

Public Case Lookup Inline Form

staging

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 1 week ago

Electronic Warrants Updates

staging

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 1 week ago

Checkins Page Send a Message Update

staging

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 weeks ago

Configurable Portal Options to Allow Clients to Cancel Events

staging

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 weeks ago

Fillable PDF Generator Updates

staging

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

Created 2 weeks ago

Events Page Search Options

staging

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 weeks ago

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 3 weeks 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 4 weeks 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 4 weeks 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 1 month 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 1 month 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 1 month 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 1 month 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 1 month 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 1 month 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 1 month ago

Availability Templates Enabled Days Setting

production

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

Created 1 month 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 1 month 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 1 month 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 1 month 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 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 2 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 2 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 2 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 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 3 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 3 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 3 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 3 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 3 months ago

Console Domains UI Changes

production

The Console Domains page includes new search and filtering options.

Created 3 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 3 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 3 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 3 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 3 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 5 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 5 months ago

Improved Performance on Data Dashboards

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

Created 5 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 6 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 6 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 6 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 6 months ago

Improved Performance in Inbound Messaging

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

Created 6 months ago

Improved Performance on Upload Processing

production Uploads should see improved performance on processing times.

Created 6 months ago

Improved Performance on Data Dashboards

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

Created 6 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 6 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 6 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 6 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 6 months ago

Visitor Badges

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

Created 6 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 6 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 7 months ago

New Merge Tags

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

Created 7 months ago

Improved UX on Submissions

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

Created 7 months ago

Generate Press Releases

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

Created 7 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 7 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 7 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 7 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 8 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 9 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 9 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 9 months ago

Product Changes | eCourtDate Help

View new eCourtDate platform features and updates.