# 25 June 2024

Source: https://docs.astalty.com.au/training-and-updates/changelog/june-2024/25-june-2024

> Astalty updates released on 25 June 2024: Note Template Usages; Task Names on Invoices; Download Partially Signed eSignature Documents.

## Note Template Usages

We have added the ability to add a usage type to the Note Templates. This can be found within the [Tasks and Notes Settings](https://app.astalty.com.au/settings/tasks-notes). 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

![The Create Note Template drawer with the Usage Types dropdown highlighted and open, listing Task Notes, Participant Notes, Participant Information Items and Participant Goals, all four selected.](https://docs.astalty.com.au/assets/nt3-1719357984.png)

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](https://docs.astalty.com.au/guide/settings/tasks-notes-settings/note-templates) that goes through the whole Note Template process.

## Task Names on Invoices

By popular request you can now choose whether task names appear on plan managed and self-managed invoices. This setting applies per Participant, so you can enable it for some Participants and leave it disabled for others, depending on each invoice recipient's request.

Open the Participant's profile and select **Financial**. The new **Show Task on Invoice** option is available there.

![A Participant's Financial page with the Show Task name on invoices setting highlighted under Other Settings in the Invoice Details panel, showing Plan and Self.](https://docs.astalty.com.au/assets/tit-1.png)

To turn this setting on you will need to click 'Edit' in the top right of this screen

![A Participant's Financial page with an arrow pointing to the Edit button at the top right of the Invoice Details panel.](https://docs.astalty.com.au/assets/tit-2.png)

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.

![The Participant's invoice details drawer with Show task name on invoice ticked and highlighted, and its Invoice types dropdown open with Self Managed and Plan Managed selected and NDIA Managed also listed.](https://docs.astalty.com.au/assets/tot-3.png)

Now the Task Name will show up on the future invoices that you send.

## Download Partially Signed eSignature Documents

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](https://app.astalty.com.au/esignatures/signature-requests) screen. From here click on the request that has the document you would like to download that has been partially signed.

![A signature request with the status Awaiting Signatures, where the Actions menu marked 1 is open and an arrow points to Download. The Signatures table shows one signer Signed and one Awaiting Signature.](https://docs.astalty.com.au/assets/download1.png)

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.

### Placeholder Update

We have added additional placeholders within the Astalty [Template](https://app.astalty.com.au/settings/templates) settings. Now you can add the following placeholders to your templates!

- Primary Coordinator First Name
- Primary Coordinator Last Name

![The custom template editor with the Primary Coordinator placeholder menu open and First Name and Last Name highlighted, and an arrow pointing to the inserted Primary Coordinator first and last name placeholders in a table.](https://docs.astalty.com.au/assets/pl1-1719380418.png)