Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Upload Multiple PDFs & Page Rearrangement
PDFs and contracts often go together. The ability to merge multiple PDFs into a single document is essential for creating a seamless and clear process when reaching customers and investors. Join us for a brief look at this new feature that makes it possible.
⭐️Why Is This Feature Beneficial To Your Company?
Efficient Creation: You can enjoy the efficiency of adding multiple PDFs in one go, eliminating the need for single uploads and helping you save time.
Minimized Error Rate: This feature helps you avoid confusion on which PDFs were uploaded, providing an easily verifiable list of documents that can be monitored before the upload is completed.
Central Document Creation: Integrate multiple document formats in one file by importing their PDF into a condensed version, available to send across multiple platforms.
⭐️How To Use Drag & drop or browse to select multiple PDFs?
Navigate to the Documents & Contracts tab inside the Payments section, click +New, and select Upload Existing PDFs.
Drag & drop or browse to select multiple PDFs.
If necessary, rearrange files in the upload window, then click "Upload." All pages will be merged into a single document.
Edit your Document to your liking then click Save to keep your changes and start using it as a template.
Create rich, editable documents by importing multiple PDF files with this new feature. Putting a spin on document creation that allows for easy customization with a variety of elements in one place.
