👉 You can now bulk select jobs right inside your pipeline. Once selected, the jobs could be easily archived, deleted, or bulk moved to another stage.
👉 You can also filter jobs inside a pipeline by job assignee, due date, priority, or account.
👉 Example: You may quickly clear your pipeline by displaying all jobs with past due dates, and bulk archiving them.
👉 Change jobs’ parameters in bulk: assignees, due date, priority, descriptions.
👉 Example: one of your employees is off on sick leave. You can quickly filter jobs assigned to them and change the assignee in two clicks.
👉 Note that linking elements, moving jobs through pipelines, adding comments is not currently available in bulk editing mode.
👉 You can now track exactly when clients view, start to fill out, or submit organizers.
👉 Audit trails contain all the information you may need to track: event type, date, user information & more.
👉 Reminder: you can also see Audit Trails for files, contracts, and client tasks
👉 Your clients don’t need to tap the camera button to take photos anymore - pictures are taken automatically once the client points the camera to the paper document.
👉 Clients can crop the results if needed.
👉 Scan Document button is now located right inside the Documents section of the client's portal.
👉 Reminder: your clients can scan and store your scans as multipage PDF files.
👉 You can now download your documents in bulk, up to 250 Mbytes in total.
👉 The documents are downloaded as a Zip archive to your preferred folder.
👉 Reminder: you can also download a document when previewing it.
👉 At your request, your clients can now access the documents upload screen faster.
👉 The Uploading documents button replaced the +NEW button resulting in fewer clicks and a more intuitive UI.
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