Tuesday, April 28, 2020

New: Send part of a checklist to a business partner

We know how important it is for you to have full control over your file checklist completeness.
So we have made some improvements to how you can customize checklist sending to your business
partners. 


You can now choose which checklist items you’d like your contact to see by hiding/unhiding
checklist items in bulk or one by one. 


This can be done either:
  • in the checklist tab in the designated folder 
  • when sending a message

To make your process easier, we have improved this process by adding Filters and Search
capabilities so that you can work with your data a lot easier. 

Learn more about how to use this feature here.