New Folio Filters
Folio now dynamically gives you filters based on the fields that you have selected on the Folio template making filtering quicker and easier than before. You can still add filters that are not being used as columns in the view.
For more information on filtering click here.
Digital Signature support with DocuSign
Folio has added an integration with the Docusign API which enables users to send a contract to both the internal and external signers through Docusign, which means that documents no longer need to be manually handled. Once the signing is completed the document will be returned to Folio as an attachment:
Click here to contact us if you are interested in the DocuSign integration.
For more information on setting up Docusign click here.
Lite User Portal
We have been moving towards the concept of a portal for lite users. The Lite User portal will now enable:
- Team Leaders to manage entities and contacts
- Credential Requests will now appear in Lite Users To Do Lists
For instructions on using the Lite User Portal click here.
Lite User Team Leaders can manage their entity and any associated contacts
Lite Users who are Team Leaders can manage their entity and contacts. They are able to edit any entity details or contact details but they cannot add new contacts.
They will also be able to view all the credentials that they have submitted.
Credential Requests will now appear in Lite User To Do Lists
As part of the Lite User portal, credential requests will now appear in Lite User's To Do List.:
Ability to import Folio templates
This feature lets you export a Folio Template out of one Folio instance, and then import it back in to another instance. This means that if you have a template that you have been working on in the Sandbox, you can now import this template into your Production instance directly instead of building the template up from scratch:
For instructions on using this feature click here.
Folio Trends
We have added a trend chart to the Folio Report Template. This allows you to see a line or bar chart of Folios created in a selected period, broken down by a given Single Select, Multi Select or Hierarchy field:
For more information on running this report click here.
Linked Folios Report
Another improvement to reports that we have included in this release is the Linked Folios Report. This allows you to create a detailed report on Folios and their Linked Folios. The report is split into two sections, one for the Folio fields and one for the Linked Folio fields:
For more information on running this report click here.
LexisNexis Alerts Snapshot
For those who are using Folios LexisNexis integration feature, we have added a snapshot to this release that shows alerts that LexisNexis has generated for an obligation. This snapshot comes in two forms, one on the Folio homescreen that shows an overview of all obligations in your Folio instance, and one that appears on the Folio itself for alerts that are specific to that obligation:
Update Actions and Action Assignments through Import
In out last release we added the ability to update existing Folios in bulk through an import, now we have expanded this to be able to update existing Actions and Action Assignments the same way:
For instructions on using this feature click here.
Filter Deliverables Performance Report by Folio Fields
You can now filter the Deliverables Performance Report by fields on the Folio linked to the Deliverables Checklist, meaning that you can generate a report based on specific Contract fields:
Copy only selected fields
In the last release we added a feature that lets you copy a Folio from one template to another. Previously the way this worked was that the data that was copied over was any field that was shared between both templates. In this release we have made an improvement so that you can choose to not copy over fields even if they are shared by both templates:
For more information on copying Folios between templates click here.
Bulk Retire Actions/Checklists & Action/Checklist Assignments
From the Checklist or Action list screens we have added the ability to retire Actions/Checklists or specific Action/Checklist Assignments in bulk:
For information on bulk retiring Actions click here, and for Checklists click here.
Term field added to Reports and Export to PDF
Folios inbuilt Term field can now be added to Folio Reports and the Export to PDF:
Sorting on a Folios Actions/Checklists tab
Users can now sort Actions/Checklists linked to a Folio on that Folios Actions and Checklists tabs:
Easier way to setup Dependent Fields
When setting up a dependent field the dropdown is organised in clear sections to make it easier for users to to pick either the whole section/table or the individual field:
