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Abhilekh Singh
Written by Abhilekh Singh

Version 8.8.4 R1

Document Checklist Improvements

Now, at Agentcis, we have redesigned the files folder and made it more user-friendly. Following are the latest feature enhancement done in managing files and folders of your clients:

  • Document checklist added documents now can be found in the centralized folder.
  • Additionally, the documents added by your clients from the Client-Portal will also be added in Agentcis centralized folder.
  • Clients' documents can be migrated to Centralized Folder.

  • To avoid multiple uploads of the same documents, now the document checklist does not accept a 'document type' twice.

Emails in Automation

  • You can now add an email address manually (in CC) in Automated Email Action.