We are thrilled to announce the latest update to the platform with two key features that make your report templates more complete (i.e. less editing) to get reports out even faster. New FeaturesProperty Contacts
You spoke, we listened! You're now able to add Property Contacts such as the Property Manager, CFO of the Board, etc. to the Property section of the Study and your template will be populated with their information. No more letter editing!
Team Members
We listened again! Now, you're able to add and reference multiple team members within your report, not just the lead preparer, meaning you can reference profile information including signatures and stamps from more than one team member in report templates. Say goodbye to adding extra signature or stamp images!
Additional Improvements & Bug Fixes
New Report Data Tags AddedProperty Contacts
Team Members
Make sure to add the brackets around the tag in reports or search the Report Data Tags list and click to copy. We're confident these new features will significantly improve your experience with our platform and excited to hear what you think. If you have any questions or feedback, please do not hesitate to contact us.
Cheers, |
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