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We have added the ability to add a usage type to the Note Templates. This can be found within the Tasks and Notes Settings. You can select, a single, multiple, or all of the usage types depending on the most appropriate usage of the template you create. This allows you to create multiple templates for different usages. The usage types include the following;
Task Notes
Participant Notes
Participant Information Items
Participant Goals
Once selected, the usage type will trigger this note template to appear within the section that you have selected. For more information about this process visit our user guide article here Note Template that goes through the whole Note Template process.
By popular request you can now toggle task names to appear within your plan and self managed invoices. This is a per participant toggle meaning you can turn this on for some participant and not for others. Depending on the invoice recipient's request!
To do this you will need to navigate to a participants profile. From here you can click on the 'Financial' menu item. Once in this screen you will now see a 'Show Task on Invoice' option within this menu as seen below.
To turn this setting on you will need to click 'Edit' in the top right of this screen
Once in the edit screen you will now see a checkbox with 'Show Task on Invoice' title next to it. Under this title you will see a dropdown menu, click this to reveal the selections; Plan Managed, Self Managed, and NDIA Managed. Select the appropriate management style that you would like to have Task Names shown on the invoice. Once you have done this, click update and this will save your selections.
Now the Task Name will show up on the future invoices that you send.
If you ever come into the issue where you need to finalise a signature request for a document deadline but one of the recipients has not/cannot eSign the document in time? That is not a problem anymore! Astalty has just added the ability to download a partially signed document from within the eSignature request!
To do this navigate to the eSignature Request screen. From here click on the request that has the document you would like to download that has been partially signed.
From this screen you will need to;
Click Actions
Select the 'Download' option
You will now have the partially signed request, the request will also state that whoever has not signed as failed to sign. From here you can have this document signed however you wish or upload the document as a partially signed document.
We have added additional placeholders within the Astalty Template settings. Now you can add the following placeholders to your templates!
Primary Coordinator First Name
Primary Coordinator Last Name
