Updates created more steps for us
These updates created more steps for us personally with our workflow. First, when creating a document type, we no longer can just have an acknowledgement link for renewal. We have to now create a vendor link, enter in our email address, wait for this magic link to be emailed, click the link and then go in and still have to search for the expiration to renew it as it does not bring you directly to the expiration you are trying to renew. That's many steps where it used to be one simple one (click the acknowledgement link and it immediately is right there open for you to renew).
Also when creating a document type, it's now two screens, you have to create the first one then it opens up to a new page where you can choose the option for vendor link. It used to be one page. There is also no cancel option( that I can find at least) on the second page. So when I was trying it out, even though I did not hit save, it automatically added my test document and I had to go search it out and delete it.
There is no search feature in the document types option. We used to be able to search by keyword but now we need to scroll page by page and look at each one manually before entering a document type to make sure we are not duplicating.
It just seems like this was much more user friendly with the older version.
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Comments3
Tiffany Lauria
Jun 26
Thank you for adding the search filter tool to the Document Types list.
Jessica Nardone
Jun 26
A search filter tool has now been added to the Document Types list!
Jessica Nardone
Jun 9
Hi Tiffany, we can definitely consider re-adding the search tool in the document types section. As for the client portal dashboard, we have been working on adding the exp. item that a contact received a reminder for, to their dashboard for immediate attention. So we are aware that this might be a bit confusing for some at first but this should be updated shortly.