Information about File and Document Management
Release Date: 08/27/2026 Overview InsuredMine now allows users to rename a file while uploading it. This gives users the flexibility to update the file name
We have introduced a new enhancement in the Add Note feature — a Note Summary option in the 360 View of Accounts, Contacts, and Deal
Description- You can view signed files for the Contact, Account, or Deal card under the Files and eSignature section for the Files sent for eSignature
Now you can create folders to store all your documents in Contact 360. To view the enhancement:Â Navigate to contact 360 of a contact. Click
Release Date: 6 October, 2023 Overview We have introduced an enhancement that allows users to map notes to related contacts, policies, and accounts while creating
Release Date: June 4, 2023 Overview If you save a file in the Notes section of a deal card, the attached file is also available
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