Understanding Global Features

Global Features, Subfeatures, Work type features, and Phase related features.

ShareDo contains several features you can enable or disable as needed within your environment. The Global features section of the left-hand menu in Modeller allows you to configure these features. If a feature has subfeatures or phase features, you can also manage them from this menu item.

Features are organised into categories like Case features (which include the Work Item Time Recording, Chronology, and Bookmarks) and Document Management features (which include Document Delivery, Bulk Document Download, and Document Refresh).

When you enable or disable a feature here it happens throughout the system simultaneously.
Some features have dependencies. Changes to the configuration of features with dependencies may affect the dependent features. ShareDo notifies you of these dependencies so you can take appropriate action.
Feature cards on the Global features page will have a red border if there is an error or missing configuration for that feature.

For information on specific features, see the articles in the sub-categories of the Global Features category.

Configuring a Feature

Clicking the gear icon (see Figure 1) opens the configure blade for the feature. The blade shows instructions and red text identifies fields that require input.

Configuring a Subfeature

If the feature has a subfeature, the feature configure blade allows you to expand and configure the subfeature.

In Figure 3, the Time Recording feature is enabled, then configured by clicking the gear icon of the feature in Global features (1), then expanding the Time Container subfeature (2), and then enabling the subfeature (3). You can also drill down further and enable the feature for children of the work type.

Subfeatures are also configurable from other parts of ShareDo. For example, features available at the work type level. You may want to enable and configure a feature for certain work types and their child types. There are two ways to do this.

Method 1: Configuring the work type feature from the work type

Browse to Work types using the left-hand menu, open the work type in question and select Manage Features.

Figure 4: Features available to selected work type.

Method 2: Configuring the work type feature from Global Features

Figure 5 illustrates these steps:

From Global Features
Select the gear to configure the feature
Expand the Subfeatures bar
Open the subfeature you want to configure
Configure the subfeature for the chosen work type by using the chevron to expand its configuration. You can also copy an item's configuration with the copy icon. Once you click a copy config icon, a new column of paste icons appears, click the paste icon of the work type you want to copy the configuration to. You can cancel the copy action by clicking the cancel copy icon.

It is important to note that configuring a feature on a work type does not automatically cause children of that work type to have the new configuration. You must manually copy the configuration and paste it on the children of the work type. Pasting a configuration overwrites any configuration already on that work type.

Figure 5: Work type feature configuration

A work type marked with a blue asterisk is an abstract work type.

Phase features can be configured at the phase level or in the hierarchy of the Global Features, as in Method 2 in the previous section. For example, you could choose to enable an Anti-Money Laundering matter configuration at the Negotiation phase, but not at the Litigation phase of a Claimant - PL work type. One common use case for phase features is to filter list views (burger > Manage this list view).

To do so, open the Matter - Claimant Dispute > Claimant - PL, then:

Select Phase model in the left-hand menu.
Select the phase you want to configure (Negotiation in this case).
Scroll to the bottom of the phase configuration blade, to the Manage Phase Features section and configure the feature as needed.

As of ShareDo version 7.5, the Manage Phase Features section replaces the Phase Features and Global Features - Sub Phase Features of earlier versions.

Creating custom phase features

You can create a custom feature by selecting the plus icon on the Manage Phase Features bar, or edit previously added custom features by clicking on the edit icon (green pencil icon) next to the feature name. Use the Show all available link to expand the section to show all available phase features. When you click the plus icon to create a custom phase feature, the Add Custom Feature blade opens. Fill in the required detail and save and close the blade.

Exporting Feature configuration using the Solution Modeller

When feature configuration is changed, remember to include the changes when using the Solution Modeller to export system settings.

The legacy Phase Features of the View Phase blade in ShareDo versions before 7.5 has been reworked into the Feature Flag Definitions and Global Features folders in the Solution Modeller. Find custom-made phase features in the Feature Flag Definitions folder.

Advanced Features

Features that are usually only enabled and configured once and rarely used after that, are destructive or hidden for other reasons, are hidden from the default view. Use the Include Advanced toggle under the search bar to show these advanced features.

Advanced features are labelled as such.

If you search for a feature and it is hidden because it is advanced, help text will show with a link allowing you to include advanced features in the results.

Review

This article introduced you to Global Features, Subfeatures, Work type features, and Phase related features.

	Use the copy icon to copy the configuration of this feature to this work type's children. This will overwrite the feature configuration of those child work types.
	This icon takes you to the top-level or parent global feature.
	Use the gear icon to configure the feature for this work type.