eCase Audit Release Notes 26.1.2.0

Product Enhancements

1.1 Rebranding Casepoint as a Unified Platform

Introduced a new release to unify all products under the Casepoint brand, updating branding elements across the platform to deliver a consistent and cohesive brand experience.

1.2 RoboHelp to Doc. 360 KB Migration

ID #1365176

A Smarter, Better Resource Center - Now Live!

We are delighted to announce that our legacy Resource Center has been successfully migrated to a new, modern, and feature-rich Knowledge Base - marking an exciting step forward in our commitment to continuously improving your experience.

You may now access all resources and Knowledge Base articles at our new location: 🔗 https://guide.casepoint.com/resource-center/

Please be informed that the previous link (https://docs.opexustech.com/docs/resourcecenter/) will soon be unavailable. We encourage you to save the new link for future access.

NOTE: If you experience any difficulty accessing the new link, kindly request your IT or support team to whitelist guide.casepoint.com to ensure seamless access.

1.3 Configurations for SAM Search functionality in Audit

ID #1418755

With this release, new configuration options Enable SAM Integration and Enable Verify Address have been added under the Audit Configuration folder on the Index Field Configuration tab. These options allow administrators to control the visibility of SAM Search and Address Verification features.

By default, both options are visible to ensure that the existing functionalities remain unaffected. Based on user selection, these features can now be shown or hidden as required.

1.4 New Login Fields in LDAP Search

ID #1414071

With this enhancement, additional search filters have been introduced to improve usability and search accuracy. The Login field has been replaced with First Name, Middle Name, and Last Name filters. Since users are more likely to know these details, the updated filters enable a more intuitive and efficient search experience.

These enhancements are now available on the Agency Employee form, allowing users to perform LDAP searches more effectively.

Bug Fixes

ID	Description
1394942	Resolved an issue where attachments were not transferring correctly during the creation of new Audit projects, ensuring reliable attachment migration across projects.
1397235	Fixed an issue where the updated Delegate Approver selection was not being persisted after saving the user's profile.
1398243	Resolved an issue where the application link in the User Invitation email was not functioning correctly, restoring proper access for invited users.
1406821	Corrected an issue where letter template data was not loaded correctly, ensuring templates are displayed as expected.
1417763	Remediated an issue where the Project Scope field was not being dynamically replaced in letter templates, ensuring accurate data population.
1417774	Resolved an issue where the selected font in letter templates was not retained and was being unintentionally changed after loading or rendering.
1418727	Prevented users from manually checking out a document while it is already open in the Editor, eliminating save conflicts and reducing the risk of work being overwritten or lost.
1418744	Resolved an issue where formatting changes during field replacement caused the selected font to be overridden, ensuring consistent font appearance in generated documents.
1418753	Fixed an issue where profile and objective data were being carried forward even when not selected and fixed a related problem that prevented FY Plan information from importing correctly.
1419425	Resolved an issue in the Fiscal Year Audit Plan where formatting problems prevented Risk Statement fields from being resized after the environment URL transition, restoring normal user interaction in Risk Assessment.
1422069	Resolved an issue where projects were not appearing in the Recommendation Tracking section, ensuring proper visibility and tracking across the application.
1422243	Fixed a critical post‑upgrade issue where risk factors from the previous fiscal year were not copied during new fiscal year folder creation, restoring expected carry‑forward behavior in production.