Bulk MergeDocs
You now have the ability to create MergeDocs for multiple Folios in bulk. When using this bulk creation feature you can also choose to have a copy of the MergeDoc generated sent to the entities attached to each Folio:
For more details on using bulk creation of MergeDocs click here.
Action Consolidation
Now if you have multiple instances of the same Action assigned to a user, and all of these assignments are due on the same date, then the user can update all of these Actions at once:
This feature will need to be turned on in your Folio instances Organisation settings before it can be used. For more information on setting this up click here.
Days option added to Notifications
Now when setting an Action or Checklist assignment we have included a Days option for Notifications Before the Due Date, to go alongside the Weeks/Months options:
Improvements to Type filter on Checklists/Actions screen
We have changed the type filter that is available on the Checklists and Actions search screen:
The way the filter now works is:
- Checklists with Assignments: shows checklists that have been assigned, and their assignments
- Unassigned Checklists: show only checklists that have never been assigned
- Checklists Only: shows checklists whether or not they have been assigned, but does NOT show their assignments
- All Active Checklists:shows everything