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7 months ago

May 15 Updates

New Features

  • You now leave comments on your inbound documents! When you open up a document you've received using the slide-out viewer, you'll now see a comments section where any member of your team who can view that document can leave comments. You can use it to update your team on progress as you work, or ask a question, or any other capacity that may be useful to you. This feature is available to any document in the Inbox, Assigned, and Referral Management views. Check out the GIF below to find out how to use it.