We’ve improved the design and usability of different elements including template management within the platform that will enhance your workflows and productivity.
Template Management Improvements
- Ability to Arrange Folders as per your needs
- Rename Taxonomy Templates
- Identify Client Vault's Taxonomy on the Client's 'See Details' Page
Template Management Improvements
Ability to Arrange Folders as per your needs
In the new version, the administrators will be able to manage the Folder Order in a client vault's dashboard through template management. Previously, when a new client vault was assigned a taxonomy template, folders used to get rearranged alphabetically.
Rename Taxonomy Templates
Administrators can now rename taxonomy templates even if they are assigned to a vault(s). Previously, the renaming was restricted if the taxonomy template was already in use.
Identify Client Vault's Taxonomy on the Client's 'See Details' Page
Administrators will be able to view the taxonomy template that is assigned to a client vault by right-clicking on the vault in the client list and selecting 'See Details'.
