Update Functionality in Template Library🚀

By David Holland

February 16, 2024

Updating templates in our library has been streamlined with the introduction of an “Update” button. Users can now easily update templates with relevant changes directly from the source location, eliminating the need to delete and upload new versions. This simplifies the process, ensures access to the latest versions, and can only be used by Agency Admins from the admin portal of Template Library.

Public Document Link: Now live for e-signing on Documents & Contracts

**New Features:** – **Public Document Creation:** Create signing documents in the Templates section. – **Shareable Links:** Unique links

Public Document Link: Now live for e-signing on Documents & Contracts

Troubleshooting and Re-auth capability across multiple Facebook pages

New feature for sub-accounts with ‘Connect Multiple Facebook and Instagram Pages’ enables users to address missing Facebook permissions.

Troubleshooting and Re-auth capability across multiple Facebook pages

Security update – Sign Out Everywhere

**TLDR**: New “Sign Out from Everywhere” feature allows users to log out from all devices easily; admins can

Security update – Sign Out Everywhere

Recurring Invoices: Editing now enabled

**TLDR:** New features for recurring invoices allow users to modify billing frequency, update dates, and change products/services. Automated

Recurring Invoices: Editing now enabled

Security update – Flexible session timeout config for HIPAA agencies

– **Enhanced UI**: Clear separation of Enhanced Security Settings and Session Timeout options improves navigation for agencies. –

Security update – Flexible session timeout config for HIPAA agencies

Ad Manager: Clone a campaign and multi-advertiser ads

– New Features: Clone ad manager campaigns and introduce “Multi-Advertiser Ads.” – Cloning: Create exact campaign replicas for

Ad Manager: Clone a campaign and multi-advertiser ads

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