Thursday, April 30, 2020

Partial checklist feature (new)

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 via:
  • Checklist tab in the designated folder 
  • Send Message view. 

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.