Some of the highlights to start the year include:
Our team has been hard at work incorporating user feedback into the application this month with improvements to DocuVision, the Activity timeline, flexible reporting and security controls.
Finally, we are releasing significant updates to our trust administration product - if you want to try the product with early access, you can fill in the form here!
If you have any ideas or comments on features you would like to see added to the platform, let us know through our feedback portal.
DocuVision allows users to automatically extract data from most financial statements or scanned images of statements to import data into the accounting section of the platform directly.
When importing a statement via DocuVision, users can now easily attribute all of the transactions to the capital or revenue account without having to set them one by one.
Based on user feedback, we've updated the format of the report to make the information easier to digest at a glance. Completed tasks, upcoming deadlines, and task assignees are displayed more prominently, enabling users to quickly capture progress to date and highlight outstanding work.
If you are interested in further customizing the structure, layout or branding of the case activity log report, contact our professional services team through firstname.lastname@example.org to create a custom report for your organization.
We are continuing to add functionality to our trust administration product, including:
To get started with inter-vivos and testamentary trust administration in Estateably, contact email@example.com to enable your early access.
Users now can pin an important note or update to the very top of the file's activity timeline so that you or other collaborators can keep it top of mind.
Firms can now optionally enable tokenization, which hides sensitive information within specific fields once it is input. If you are interested in enabling data tokenization, please reach out to our team at firstname.lastname@example.org.
In the coming weeks, we will announce the release of other great features such as:
Connect your estate or trust accounts to automatically pull in and keep transactions up to date (will become available on all plans until April 30, 2022).
If you have any questions about any of the features listed above or suggestions for future features, please don't hesitate to reach out to us at email@example.com.