Recordsdata Interface Redesign

We’re thrilled to announce the launch of the Recordsdata Interface Redesign inside Cover’s Doc Administration module. This replace transforms the best way Cover customers work together with the recordsdata part, offering a extra intuitive and user-friendly expertise. Here is what you’ll be able to sit up for:


  • Up to date Course of for Managing Uploaded Recordsdata: Prior to now, a blue banner notified shoppers of latest recordsdata prepared for group. Now, a pink numeric alert on the file inbox icon, positioned on the high left nook of the Recordsdata part, serves this objective. Clicking on this icon reveals a listing of latest uploads. These can then be effectively organized into the suitable folders on the proper. 
  • Unified World Recordsdata View: Entry Inside Recordsdata, Consumer Recordsdata, and My Recordsdata from a single, complete display. This integration permits for seamless navigation and group throughout all consumer recordsdata.
  • Enhanced File Inbox: Arrange recordsdata throughout a number of shoppers effortlessly. With our up to date inbox, managing consumer submissions is extra simple, due to improved pagination and a brand new format that pushes content material to the proper, making certain no overlay on essential info.
  • Streamlined Drag and Drop: Reorganize your recordsdata with ease. Our improved drag-and-drop performance lets you transfer recordsdata to folders on the left sidebar with out the necessity to navigate away out of your present view.
  • Bulk Actions Made Easy: With the flexibility to pick out particular person or all recordsdata directly, taking bulk actions like downloading, archiving, deleting, or restoring recordsdata has by no means been simpler.
  • Revamped File Previewer: Expertise a constant Cover fashion with our up to date file preview overlay, making it simpler to navigate between recordsdata with out dropping context.
  • Archived Recordsdata Accessibility: No extra hidden archived recordsdata. With this replace, accessing and restoring archived recordsdata is simple, making certain you have got what you want at your fingertips.

Within the ever-evolving world of accounting, effectivity, and ease of entry to info are extremely essential. The Recordsdata Interface Redesign isn’t just a beauty improve however a major enhancement that addresses key consumer suggestions and ache factors. By consolidating file administration right into a single, cohesive interface, we’re enabling you to spend much less time navigating the software program and extra time specializing in what you do finest–serving to shoppers. Moreover, the introduction of options like enhanced pagination and an improved file previewer immediately contributes to decreasing errors and enhancing the general pace of file administration processes.

Let’s dive deeper into the Recordsdata Interface Redesign by a few highlights:

  • World Recordsdata Overview: Entry every thing in a single place – from consumer and inside recordsdata to archives. The brand new file inbox design avoids content material overlay, and navigation to client-specific views is only a click on away. Simply preview, rename, and set up recordsdata throughout the inbox, and navigate to a consumer’s folder construction seamlessly. The flexibility to open consumer data in a brand new tab ensures that you just by no means lose your home.
  • Recordsdata Record Enhancements: Immediately inside a consumer’s file view, expertise a refined drag-and-drop function that lets you transfer recordsdata not simply into the present folder however throughout your entire folder hierarchy simply. The up to date multi-select performance brings effectivity to taking bulk actions, and the redesigned file previewer retains you throughout the app’s context, eliminating confusion and enhancing navigation.

This Recordsdata Interface Redesign represents a major step ahead in our dedication to creating Cover probably the most intuitive and environment friendly apply administration software program for accounting professionals. Whether or not you are managing consumer paperwork, organizing inside recordsdata, or navigating by archives, our newest replace is designed to streamline your workflows and improve your general expertise inside Cover.


The Recordsdata Interface Redesign might be discovered within the Recordsdata part of Cover in each the navigation bar in addition to underneath every particular person consumer document. To entry and absolutely make the most of this function, customers should possess a Consumer Engagement and Doc Administration license.

NOTE: This new replace will probably be behind an opt-in expertise that may be initiated by clicking the current icon within the backside proper nook of the Recordsdata part (whether or not on the principle navigation or in a particular consumer profile). It is possible for you to to choose in or out of this expertise till Might twenty ninth, 2024. After that, it would turn into a everlasting function inside Cover. 

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