Release 3.2

Release 3.2

Release 3.2 

This release includes significant enhancements to the below and is a direct result of client feedback, Please keep them coming!


  • NEW PDF VIEWER!!
  • Addition of ASIC Searches
  • Addition of Title Searches
  • New Date Picker and options
  • New Subscription Module

NEW PDF Viewer

We have redeveloped our PDF Viewer to include NEW! features and additional functionalities as suggested by our clients, these include;
  • Additional options for navigating to correct results. Thumbnail View and view all pages inclusive of searched text.
  • Additional Zoom options with one click fit to page options (Zoom and display settings no longer affect the placement or the ability to see the tag or comment)
  • Multiple additions to panes with option to expand or collapse
  • NEW! the ability to highlight text with the option to alter colours
  • Improved Comment function with the newly added ability to edit, delete, customise and expand/collapse
  • NEW! Pre existing PDF bookmarks that existed prior to Cloudoffis upload will now display with hyperlinks to each.
  • NEW! Search options. Whole word only, Case sensitive and Wilcard search.
There is a summary PDF attached below and a comprehensive video is available here .

Addition of ASIC Searches

There is now an option to instantly order and attach ASIC Extracts from within Cloudoffis directly to your audit. This is available from the Member Entitlements page within the process and s.17A within the SIS Checklist.

Once selected from either area you will receive a pop up with clear instructions and pricing displayed, the moment the order is placed the document appears as an attachment. All ordered documents and pricing is tracked within your subscription page/Documents Billing.

Select Order ASIC Extract


Pop Up Screen to Place Order



Subscription/Documents Billing view. Orders will be settled monthly or weekly dependent on quantity.




Addition of Title Searches

There is now an option to instantly order and attach Title Searches from within Cloudoffis directly to your audit. This is available from the Real Property page within the process.




Pop Up Screen to Place Order - Prices vary dependent on state (NSW, VIC or QLD) and will be clearly quoted once state is selected prior to ordering.


Subscription/Documents Billing view. Orders will be settled weekly.




NEW Date Picker and options

We have introduced a new Date Picker, once selected you will have the option to scroll through years quickly, select month and then day.
 

Scroll to Year and select Month


Select Day - Will default to current date




OR

Enter Date Manually

This is a  huge  improvement for our clients creating funds from non cloud based software's.

Dates can now be manually entered using the format DD/MM/YYYY


NEW Subscription Module

We have created and partially released our Subscription Module, this will allow clients to top up their files and renew to a new term instantly online. Expect to see more regarding this very soon!


Subscription View



Cart View



Each of these new features and enhancements will have a dedicated support page covering the steps comprehensively with a helpful video in the coming days.

The below Webinar discusses  releases 3.2 & 3.3

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