by INTEG Team | Aug 4, 2026
Documents and Contracts templates can now carry multiple signer roles — buyer, seller, witness, or any custom role you define. When a document goes out through a Workflow, every role is automatically populated and routed for signature, no manual re-entry required. The...
by INTEG Team | Apr 13, 2026
Contact page customization is now available in labs for all users. What’s new? Fully customizable contact detail page layouts for users and admins. Ability to create up to 5 different views per account. Assign views to specific users or entire groups (Admins, Users)...
by INTEG Team | Jan 30, 2026
Overview The ‘Manage Smart List’ and ‘Restore’ options have been moved! As part of the full launch of the revamped Contact List View and SmartLists experience, we’ve streamlined the header options to reduce clutter and improve discoverability....
by INTEG Team | May 7, 2025
Overview We’ve added a new feature to the Document Management System in the Contacts section, enabling seamless integration with the Client Portal. CRM users can now share files directly with contacts and receive uploads from the Documents area. Why does it matter?...
by INTEG Team | Apr 1, 2025
You can increase the consistency and productivity of your calling agents by providing them with an easy-to-follow Call Script right within the web dialer. How to create a Call Script? Navigate to Settings > Phone Numbers > Advanced Settings > Call Scripts Only Agency...