Customize the Name of Your Automated Reports, Legal Intake Tool >> SharePoint Integration, New Location Admin Tab
Customize the Name of Your Automated Reports: You can now customize the name of your automated reports in order to easily distinguish between different types of reports that come into your inbox.
In addition to customizing the name of the report, you can add the date in your report name by selecting the box "Add Date to Report Name".
To learn more about setting up automated reports, see the link in this article.
FYI: You can customize the name for both recurring reports and one-time automated reports.
Save Documents to SharePoint from Your Intake Requests: You can now save documents that are submitted through your legal intake requests directly to your designated workspace in SharePoint. Learn more about how to do this by following the instructions in this article.
New Location Admin Page: We have removed the Function Admin tab, and replaced it with a new Location Admin tab where a full list of your Locations will be displayed. Company Administrators can now add new Locations on this page by selecting the red 'Add Location' button on the right. Learn more about Location Administration functions in these articles.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email firstname.lastname@example.org.