New File Features!

Published On: by jbuckley

Hello all, today we launched a few new features around File management.

  1. Audit Trails: both on each file, and all files you created for a specific client. See the below screenshots for the new options available.
    1. Click on the action gear next to a file to view that specific files audit trail
      Audit Trail
      Audit Trail

    2. Click the “File Audit Trail” button on the document check screen to see all files you’ve created (including deleted) for this client

      Audit All
      Audit All Files

  2. Better File Deletion Controls: Now only the person who created the file (or support staff) can delete a fiel created in the system.