What’s New?

  • New “Preview PDFs In” user preference determines how PDF previews appear.
  • 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.
  • Administrators can customize workflow tasks to exclude the “Put Back” option for tasks that should never be returned to the group inbox.

    Did You Know?

  • Check out the Help > Downloads tab for helpful instructions for common issues and functionality.
  • A new way to find helpful ‘How To-Self Help’ information is in the works.
  • You can request Support, training, or share suggestions using the Contact Support tab in the top right corner.