What’s New?

  • Updated grid display for hierarchy fields to show the user or organization name first for ease of viewing.
  • Workflows can be configured to convert .docx documents to .pdf.

    Did You Know?

  • The “Add to Backfile” toggle has been renamed to “Initiate Workflow” when adding documents, and will no longer display when it is not relevant to the user.
  • The “Preview PDFs In” user preferences determines how PDF previews appear.
  • Check out the Help > Downloads tab for helpful instructions for common issues and functionality.
  • You can request support or share suggestions using the Contact Support tab in the top right corner.