We’re thrilled to announce some new tools that will make collaborating on complicated documents or tasks a breeze.
Comments
- Add comments to emails, documents and tasks
- Collaborate with your team – ask each other questions or give updates on individual progress
- Tracks the conversation and automatically records it on the client file
- Simply highlight the document or task in a list and click ‘comments’ on the side of the FYI Drawer to view comments
Notifications
- Sends the delegator of a task an email notification when an assignee updates or completes a task
- Completed task notification includes the name of assignee who completed it
- These instant notifications will improve communication and reduce follow up
Want to get started?
To learn more about Comments and Notifications refer to the section Comments.