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What's New: 2/9/21

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

triggered_by_copy.png

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.

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