New Direct Entry Updates in other Areas of the System
Document Upload from a Container
This Upload page allows you to either drag and drop, or click to upload, a single or multiple documents with ease. When you add the Document to the drag & drop box, you'll receive a pop-up where you can enter the details of the Document, and this pop-up appears for all documents you have uploaded. This will make uploading multiple documents of different Categories and Sates much easier.
Workflow Preview Pop-Out
We hope the addition of this preview helps you make more informed decisions about your Workflows when you are applying them by being able to see all assignees and the Workflow completely laid out.
Classic & Library Template Creation
For the Library Templates, the process of adding one to the system has not changed much, we just changed the naming and display look of the icons to be a bit more noticeable.
You simply need to click the Enter Fields Into Template & Preview (1) to bring up either OnlyOffice of AceOffix, which you'll then close out, and select Upload & Continue to Container (2), which will bring you back to the Attachments Tab with you Template document there.
Classic Templates had a bit more updated to it's process, but all updates, similar to the Library, are really just making the options you need to select more noticeable and easier to follow.
Like with the Library Templates, you'll start by clicking the Enter Fields Into Template & Preview (1) which will enter your data into the preview box below. Then, once you select Update Contract Container (2), you are given a pop-up to decide which file type you wish to create, either Word or PDF (3). Once you've chosen your file type, you are taken right back into the Container with your Template document there.