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Product changes


A whole new area for document templates

One of the main changes you’ll notice, is we’re moving the ability to create a new document template into the settings section. From this section, you will be able to do the following:

·  Add, edit and preview document template

·  View history of previous edits, which is a new addition to document settings

·  Specify which teams this document is relevant for

·  Allow managers to use email inbox

A wealth of other new features are being added to documents

We’re giving you the power to copy existing document templates, and providing a range of new merge tags, which will allow you to merge logbook data, even from your custom logbooks. (FYI Ripple users, these new merge tags are also being added to Ripple email steps)

You’ll have the ability to use a merge tag in the document name.

Designate who needs to sign the document, whether dual signatures are needed, meaning both employee and manager need to sign, or if you just need a manager to sign.

Small changes are being made to how the documents tab appears, within the employees tab. You’ll get a quick view of who can access what document, and a new column to show if a manager has signed the document.

Launch editor

Previously, some administrators have mentioned that a document would be added to an employee record, before you clicked “launch editor”. We’ve improved this, so that no documents will be added to any employee record until you’ve clicked save. This allows you to check over the document and make any changes, before alerting the employee there is a new document to sign.

Click here to learn more about the new document templates area!

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