2023-11-16 Document Expiry Date Added
We have added "Date Expire" field with a date picker when adding a document for improved document tracking and management.
- Query Builder Update:
- Enhanced the query builder section to include the "Date Expire" field along with document type and name, providing more robust search and filtering capabilities.
- Settings Customisation:
- Introduced a new section called "Document Types" under Settings ➝ Contacts, allowing users to manage and customize document types efficiently.
- The Document Type is Editable, giving users greater control over document management preferences.
- Switch Account Enhancement:
- When creating a new account, these Document Types are now automatically populated for each account.
- New Default Document Type:
- Added a new predefined document type: "Contract" on all client accounts.
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