OperationsTemplates and draftingBilling

Extracts of minutes in a few clicks

Produce an extract of minutes by hiding decisions. The preview also shows the very PDF you will download.

Share only the resolutions that matter. In an operation's document, hide a decision without removing it from the operation. Duplicate the minutes, hide the resolutions you don't want to share, and you have an extract. Decisions stay shared, so a fix in the minutes carries over to the extract.

Read the general meetings guide

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A preview true to the final document

What you see is what you download. An operation document's preview now uses the same PDF as the download. Forced page breaks are respected, and their editing marker no longer shows in your documents.

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Clearer billing

Manage your subscription without detours. Your subscription summary shows your billing profile and payment method more clearly, and you can replace your card. Filter your invoices by recipient and type, and export them to Excel or PDF.

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All changes

The full list for this release, fixes included. Only changes our customers can see are listed.

New

Improved

  • E-signatureSignature fields are sized to fit the page format better.
  • OperationsConflicting actions are blocked while a step is in progress.
  • OperationsThe dashboard tells signature, sending, sending to complete and notice sent apart.
  • OperationsIn the operation-complete notification, the company name opens the operation.

Fixed

  • E-signatureA notice's attachments now show correctly in the signature preview.
  • BillingTotals now correctly take your discounts into account.