Highlights include:
- User Activity Reporting with Filters - a filterable activity log provides visibility of the individuals, the groups they are a part of as well as the documents that they have accessed.
- People Page Enhancements (User Status) – provides insight to the advisor on whether a buyer has accessed the platform and enables them the capability to resend an invitation.
- Buyer Checklist Summary Widgets - a summary view on the checklist landing page that displays the overall status of checklist tasks; i.e. # of checklist items in total, # completed, # In progress and # not started.
- @Mention Feature Checklist Internal Notes - Enabled users the ability to directly tag and notify individuals in notes, comments, tasks and discussions, streamlining communication and ensuring prompt attention from relevant parties.
- Export Document list to Excel – The action button will create 3 tabs for advisors in excel keeping the distinction between Internal Documents, Preparation and Diligence. Each tab will note the kind- file or folder as well as the name, path, size, page counts, who added and when it was added and modified. Note- buyers will only receive the Diligence tab that they have access to.
- Keyword document search – helpful to search the content of documents for AI insight keywords vs. just a document name.
- Bulk Actions at the group level are now available in Access Management (Permission Management) - Often there are 30+groups in one broad-auction process. The adviser needs to be able to apply permissions quickly, efficiently and accurately – bulk actions enable this.
- Elevated our document area functionalities to industry standards with bulk uploading, uploading of folder structures and click and drag reordering of files and folders.
- A document recycle bin is now available enabling advisors to retrieve deleted documents and allowing them to restore them.
For more detailed release information, product guides and additional resources for all our products, please click here.
