New Mumboe Upgrades!
| Over the weekend we rolled out some new upgrades to Mumboe. Check the customer forums for a complete list of release notes. As always, your feedback is appreciated.
Documents Tab Makeover and New Functionality  We’ve made some significant improvements to the Documents tab. Previously, you could only upload a PDF, TIF, or Word document. Any other file types would have to be uploaded as attachments to a Note. With this release you can upload any file type to the Documents tab. Mumboe will index the following files types, which enables a full text search:PDF, TIF, RTF, and any Microsoft Office document. The Auto Extract feature will work for primary documents of the following types: PDF, TIF, RTF and DOC(X). You will also notice the layout has been improved. The tab now allows you to sort documents by a variety of fields. A labeling feature has been added to allow you to better organize your documents. And you should find it much easier to change individual document states between draft/final and signed. Clicking on the document title will bring you to the details page for the document where you have access to the version history and more details about the document. Related Agreements  On the Agreement Summary tab users now have the ability to link to related agreements. This feature has been requested by a number of clients that wanted a way to link or relate agreements together so that users could quickly see other agreement records that are tied to the current record. In the sidebar area you will now see the Related Agreements area. Adding related agreements will display the hyper-linked title of related agreements. We love to hear your feedback and ideas. Please keep the great ideas coming! |
Add comment... November 16th, 2009 Author: Bill
