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Docs+ Release Notes: Tuesday, September 29 2020

09/29/2020

Agents are now able to combine multiple documents and download as one PDF  

Based on feedback we’ve received, agents can now stitch together multiple forms and download them as a single PDF for simple sharing to receiving agents. To do this, open a transaction folder and select more than one form, then click Download from the top right toolbar. A modal will appear with download options:  

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After clicking Next, you’ll see a second modal with the selected forms. From here, you can drag and drop to edit the order of forms in the PDF:  

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Click Next to download, which will produce a single large PDF for the agents to use; the file will appear based on the location they selected from the first modal.

Guided tour added for “Announcements” tab 

A Guided Tour has been added to broker/admin ‘Announcements’ section, providing a more consistent user experience when looking for in-app support. 

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