10.1.1.154 - Week of March 13, 2023

Plan documents is the all-in-one solution to streamline your plan document creation and approval process. No more wasting time sending individual documents to each payee. With Plan documents, admins can easily manage the entire approvals workflow in a fraction of time.

To learn more about creating and distributing plan documents, read: Plan documents.Plan Documents

With Fabric email, you now have the convenience of taking action on an inquiry from within an email. With the admin or payee's email connected to a designated swimlane, an email will be sent when an inquiry has been submitted. This feature makes it easy and quick to see the inquiry details and take action on an inquiry without having to go into the workflow.

To learn more about Fabric email, read Taking action on an inquiry from within an email

You can now add videos to Presenter Adaptive reports. YouTube and Vimeo videos can be added. Whether you want to use videos for product updates or internal training, this enhancement will add some pizzazz to your reports. To learn more about adding videos to Presenter Adaptive reports, read Adding videos to a Presenter Adaptive report