by Brad Vossler | May 30, 2017 | Release Notes
Version 3.10 Release Date: 2017-06-10 New and Updated Features Search Added Export All and Export Checked options to run full export of selected Records REST Added line item fields to Record Type Added User Records Get/Save calls Updated REST documentation to include...
by Brad Vossler | May 18, 2017 | Feature, Workflow
Workflow Part 3 – Action Types In part 1 of this series we focused on the basics of workflow and how to get started creating simple workflows. In part 2 of this series we focused on Follow-Up Actions, Assign/Complete Actions, Multi-Condition Triggers and...
by Brad Vossler | Apr 29, 2017 | Release Notes
Version 3.09 Release Date: 2017-05-06 New and Updated Features Record Updated Record screen to be able to organize documents with multiple categories easier Changed Record to not ZIP single document downloads Changed Record to allow option to ZIP documents when...
by Brad Vossler | Apr 8, 2017 | Release Notes
Version 3.08 Release Date: 2017-04-15 New and Updated Features Portals Changed portal screen design Changed document viewing to happen in place instead of in separate screen Changed Email and Instructions to use the WYSIWYG editor Indexing Automation Made line item...
by Brad Vossler | Mar 19, 2017 | Release Notes
Version 3.07 New and Updated Features Workflow Updated workflow Manager screen to allow for easier filtering of data Updated workflow notification emails to send field data as represented by Record Type definition Added ability to add attachments to email actions...
