Features:
Client Sharing Portal - File Requests
- Followers: Adding followers to a request will ensure your team members receive notifications for all request actions. You can add followers prior or after creating a request.
See below for a demonstration of how you can add and remove team members as followers to a request:
- Add a Form in a File Request: If your file request consists of sharing a form to your client for them to fill or sign, you can now include it as a file category in your file request.
See below for a demonstration of how an Edi User can choose a form from Edi for their client to download and fill.
See below for a demonstration of how your client will see your form. They will be able to download it, fill it, and upload it back into the portal.
General Improvements:
- Finalize File: Save time finalizing files with these new shortcuts:
- If you select multiple files, you will be able to finalize them, despite having selected an already finalized file.
- A new option to finalize all the files within a folder. Even those that are not in the first page.
*Note: If a new file is added to this folder, it won't be automatically finalized. This does not finalize files within subfolders. - A new contextual menu option to right click a folder and finalize all files within the folders.
*Note: If a new file is added to this folder, it won't be automatically finalized. This does not finalize files within subfolders.
- If you select multiple files, you will be able to finalize them, despite having selected an already finalized file.
- PDF Web Editor: Apply OCR to a non-searchable file to make it searchable. See below for a demonstration of how a non-readable scanned document becomes searchable.
*Note: This won't allow you to Edit the text in the PDF. However, it will allow you to search it and leverage other annotation features. - Client Sharing Portal - File Requests:
- Ability to delete a file category in an Open Request along with its files.
- Send a guest an email notification when Edi User changes the file description to a category
Coming Next:
- CSP - File Request improvements
- User Preferences
- Notification Center
Our team is flexible and adapts to the changing needs of our clients. If you want to request a new feature, please contact us at support@goedi.com.