November 2021 Release

The Attachments Experience

With this release, Knowable has enhanced the attachments experience for our users:

• Attachments are now located in the center panel on the Contract Details page.  Click on the tab “Attachments” to access available documents.
• You can view if attachments are available, as well as how many are associated with the contract in the Attachments tab title.
• Upload information is visible for each attachment, including the name of the person who uploaded the document and the date of upload.

Minor Enhancements & Design Improvements

• Share documents is available from the Contract Preview windows accessible from the Contracts grid and the Family View
• You can collapse or expand the columns on the left in the Family View
• Access an improved ‘look & feel’ for the Customize Table feature