V2 UPDATES
Forms: As a reminder, the Forms tab has a new look! The refreshed grid-based layout adds column sorting, filtering, and saved views, while your existing DocuSign send, review, and sign workflow stays exactly the same. Watch this video for a full walkthrough, and register for our upcoming ModioU training (link is above) to see it live.
Logins: We’ve improved the Logins side panel and alerts settings to match the experience you’re used to seeing in other grids, making it easier for you to navigate.
Tracking: We’ve made a few important tweaks to Tracking Report Details (now called Tracking Overview), including a cleaner Report Details section with a new Last Updated field, and improvements to the fields available when you expand or collapse a report. We’ve also added the option for you to open Detail View in the same tab or a new one (click on the three dots in the Actions column, then scroll down to “Open Detail View In”).
Calendar: You’ll notice a cleaner, simpler calendar across our date fields in V2, allowing you to easily select today’s date, clear existing values, and select dates from the prior or next month.
Malpractice Insurance: You’ll see a new field option in your Malpractice grid for “Person/Organization Insured,” helping you filter malpractice policies better.