OneTeam InSights

Download our Most Recent Newsletter

 

July 2022 thumbnail

July 2022

  • Software Update

  • Auto-Number Capture Strategies

  • Copy Default Documents Individually

  • Updated Permissions

  • What is Coming in 2022

  • Q&A


Previous Newsletters

 

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May 2022

  • Software Update

  • Custom Fields can now be Required Fields

  • Revenue Breakdown by Division

  • Copying & Pasting in PDF

  • What is Coming in 2022

  • Q&A


04 2022 Insights Thumbnail

April 2022

  • New Communications Templates

  • Compliance Matrix is now the Proposal Tab

  • Qualification Matrix Updated Scoring Options

  • New Due Dates for Writer Packages

  • Automated Emails Updated

  • New Documents Tag Management

  • What is Coming in Q2 of '22

  • Q&A