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.