conveyIT Product Release: September 2019

05 Sep conveyIT Product Release: September 2019

Our latest product release includes improvements and new features available immediately.

Here’s an overview of what’s included:

New Features

 

Customised Workflows

We have released functionality to enable firms to implement an even more bespoke workflow.

Default Signoff Name

To refine our document generation process, the signoff name when first used will now automatically select the staff responsible for the matter – one less selection to make!

 

Improvements

 

Improved Searching

The workflow search term now only needs to be entered once, and the search is automatically executed when selecting additional tabs.