Product Update Briefing

You now have the ability to mark requests complete from the Update dropdown on the Batch action bar.

From the Requests search, select the requests you wish to mark as complete. From the Batch action bar, select Update and Mark complete in the dropdown. You can add a note and enter the date, then select Yes, mark complete.

You can now include multiple tax status fields on a form. From Form Builder, you now have the option to add up to five fields for Tax Status Date and Tax Status ID.

To improve the work flow for batch action results, you can now export batch actions to a .csv file for review.

When you select Consider on a pending submission with fields that are over the character limit, you will now receive a prompt that will allow an admin to manipulate the fields and lower them to an acceptable character range.

Note: Admin can change the character limits on the City, State, Postal code, and Tax ID fields.

You now have the ability to redact additional information from an audit record.

Select Control Panel and Auditing. Then select the menu beside the row you wish to redact information from. Next select the specific fields you would like to redact in the search.

Note: Users can only redact information from one audit record at a time.

You now have the ability to use the Find in this list functionality when searching for specific fields in Custom fields. This feature is currently available for Custom fields, Fields library, Manage committees, Review rules, and Review stages.

In Form Builder, users will now have the ability to select Contact by role. Users will still be able to use the Request contact table and the Organization contact table.

Note: Users will need to select the correct field for an Organization or for a Request.

You can now edit records marked Printed records in the Document template manager without downloading or uploading.

Open the menu beside the template you wish to modify. Select your template from the list, and from the context menu select Open in Office for the web.

Tip: You can Insert merge fields with the flyout and add new merge fields if they are not included in the default list. Once your changes are made, it will automatically save them.

Note: To use the Open in Office for the web feature, you must have Microsoft Office 365 installed on your computer.

When completing a form that asks for an address, you now have the option to add your own if it does not appear in the results. Select Can’t find your address? under the field to manually enter your address.

Note: This update is for Address fields used in custom forms. No additional setup is required.

Now available in the Workspace for new forms are the following batch options:

• Request: Resubmission

  • Publish

  • Unpublish

• Requirements

  • Publish to Web

  • Delete from Web

  • Resubmission

    • Requirement publish

    • Requirement cancel

Note: This update only impacts applications started in the new portal.

We have added the capability to use SKY Add-ins on the Dashboard, Request, and Payment records. Learn more on the SKY Developer site.

When configuring File upload fields, you can now specify which file types and sizes will be accepted. In Configuration, select the file types to allow as well as the file size if it differs from the default of 29 MB. You can expand each file type to select specific types like .csv and .pdf.