This month we're introducing major dashboard upgrades, speed improvements, and a new agreement creation modal!
New Agreement
Our updated modal includes the same functionality with a new look. You'll notice the ability to immediately upload documents for one-off agreements. Or the Start from template option will bring open your template gallery instead.
For template creation, simply click the check box at the bottom and then upload your agreement file.
Dashboard Updates
The Harbour dashboard now gives you all of the information you need at once and loads with more speed. We've introduced many new columns, new filtering, and customization options to tailor your dashboard to fit your needs!
Check out the full dashboard update details here, or continue below for an overview.
New Columns
- Link
- Document
- Signers
- Folder
- And more! Simply click the columns menu next to your New Agreement button to see all of the options.
Sorting, Filtering, and Customizing
Click on any column header to quickly sort by that data. You can drag to move columns and add/remove columns via the columns menu. In that same menu, you can optionally set your updated view as your own custom default.
You'll also see a new filter icon on each column that exposes brand new search and filter option specific to items in that column.
Speed Improvements
You'll also notice improved speed across the board with dashboard loading times, as well as filtering and search results!
For more information on the updates included in this release or to request a demo please contact us at support@harbourshare.com.