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All Updates

Implemented Scheduler Assigner & deprecated Job Manager

Data Management
Enhancements
April 28, 2025
What's New:

Now it's even easier for Account Managers and users to create a custom "Signature Request" notification!
You can now see special built-in templates (like "Signature Request") and quickly make your own copy to edit - no need to start from scratch.

Here’s what changed:
  • Built-In Templates Are Visible:
    You can now see system templates like "Signature Request" by checking "Include System."
  • Safe & Easy Editing:
    You can’t edit or delete the original templates - but you can make a copy and customize it however you want!
  • New Look:
    We updated the template page with a cleaner, more modern design.
  • Better Search and Filters:
    You can still search and filter templates easily, just like before.
How to Use It:
  1. Go to Notification Templates.
  2. Check the "Include System" box to see built-in templates.
  3. Find the one you want and click [Copy].
  4. After copying, hit [Refresh] - your copy will appear.
  5. Edit your new copy to make it your own!
  6. Delete your copy anytime if you no longer need it.
  7. Use search and filters to quickly find your templates.