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.


  1. 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.
  2. 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.
  3. Switch Account Enhancement:
    • When creating a new account, these Document Types are now automatically populated for each account.

  1. New Default Document Type:
    • Added a new predefined document type: "Contract" on all client accounts.


BEFORE AFTER



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