Download Multiple Documents

With this awesome new feature, all users can now select and download multiple documents! Previously, users had to open and save each document one by one. But now, you can easily select all of the documents you need and click Download Documents. The selected documents will be saved to your computer in a flash as a .zip file! Learn more about downloading multiple documents! 

Drag to Reorder Checklist Items

This one is a huge win for admins everywhere! Prior to this release, admins had to manually enter the order numbers for every Checklist item. Our newest release made it 10 times easier and faster to update the order of Checklist items. You can now simply drag each item into the correct order!

Auto Split & Assign

Our new Auto Split and Assign feature is here to help you work smarter — not harder. Simply upload your document packet, and this intuitive technology scans your documents, identifies form names and page breaks, and separates documents in seconds. All you have to do is click! Take a look at the video below to learn how to get started today.

Available to select users in CA.