Template editor
We know many of you have asked for additional detail in your file notes. The Template Editor is here to answer your call! It gives you complete control over what information gets captured, ensuring your notes include all the important details you need. This editor allows you to refine existing templates and create new ones that perfectly suit your workflow.
You'll now find a new template icon in the left navigation bar. Click on it to unlock a variety of options for creating and customising your templates. Plus, you can easily duplicate existing templates to save even more time. Read more in our help centre.
Improve client emails
We've also added a regenerator button to the email tab. Now, if you make changes to your file note, you can simply click this button to update your client email draft with the latest information and change the tone of voice. This ensures your emails are always clear, concise, and perfectly aligned with your most recent notes. Read more here.