What’s New?

  • Updated look and feel with modern icons.
  • When searching on a hierarchy folder field, anchored to a specific group, suggestions now display options within the correct group.
  • Previews for extended-length task notes can also show rich text formatting.

Did You Know?

  • A user preference will preview initiating document PDFs instead of downloading them.
  • Faxes can be imported, assembled, and indexed in ECF/Q-Action.
  • A video about the Batch and Split option for PDFs is available in Help > Downloads. 
  • You can request Support, training, or share suggestions using the Contact Support tab in the top right corner.