Summer may be winding down... but we're continuing to release new functionality! In our August release, we included a number of features to improve manager visibility. Read on below for a summary of our enhancements.
Export employee usage metrics to CSV
You can now export your Employee Usage Report to CSV, so you can do more advanced analytics. Download data within a specified range to see how often your users logged in, how many transactions they completed, and more.
Digital Form Enhancements
Include digital forms within transaction PDFs
Digital forms are now included in all transaction PDFs, so you and your customers have a complete record. Simply download a Transaction Summary PDF and notice your digital forms are now embedded.
Map data within drafts
Drafts can now pull in mapped data from external or internal sources. This includes data from a CSV import or other checklists and digital forms.
Localize user welcome emails
You can now send Welcome emails in a user’s language. This ensures they understand how to set up their account and have a seamless experience. Available languages include English, Spanish, Canadian French, French, and Italian.