We hope that you, your family, and coworkers are staying safe during the pandemic.
To help you navigate these uncertain times, we've published COVID-19 software best practices and COVID-19 website best practices to help solve the unique problems presented in these uncertain times.

What's New: 2/9/21

We've made improvements to Corporate Documents to make document templates easier to navigate.


What has changed:

  • To clarify the Display column header, we changed it to Triggered by. This refers to the action in the software that will trigger a document to generate.
  • We improved the search function within document templates and sets to populate search results that are close instead of exact. This will accommodate searches with typos/incorrect spelling.
  • We added scrolling to filters to make filtering templates for specific document types easier.

Become a Feedback Partner

We want to hear straight from you whether the product changes we are considering will meet your needs. Learn about how you can become a Feedback Partner and help us understand your business needs.

Weekly webinars

If you'd like to get to know your software better, we're here to help. That's why we offer three weekly webinars! Join us every week and learn to use your software to its greatest potential.


Still have questions?
Don't be afraid to ask us. We're here to help you.
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