by INTEG Team | Jan 21, 2025
What’s new? Users can now drag & drop and reorganize pages within a Contract View snippets of pages in the mini page view in the left panel How to use it? Go to Payments -> Documents & Contracts -> New Document Go to the Pages section in the left nav bar...
by INTEG Team | Jan 13, 2025
We’ve introduced several new functionalities to the company’s features, enhancing its usability and flexibility. These updates are designed to give you greater control over managing company records, improve data accessibility, and streamline workflows. This...
by INTEG Team | Dec 26, 2024
What’s New Email Template Preview: Easily preview and customize your email templates before sending. CC on Document Emails Add CC recipients when completing and sending documents for better collaboration. Global CC settings will apply to: Templates Individual...
by INTEG Team | Dec 20, 2024
Release Highlights Faster and More Efficient Imports: Experience smoother performance and reduced processing times. Improved User Experience: Enhanced import stats with categorized success, error, and warning counts. Clearer error and warning messages for better...
by INTEG Team | Dec 18, 2024
What’s New? We’ve introduced a new feature that allows users to add and track notes for individual appointments. These notes can be viewed, edited, and deleted in the Appointment Modal and appear in the Notes section under the Contacts & Conversations tab....