With policyIQ 7.9 just around the corner, customers have been asking, “What’s next?” The answers are exciting, and a welcome sight as they enhance current policyIQ features and provide increased flexibility moving, and a better user experience that saves time and clicks moving forward.
Many clients have sought a way for their users to access critical business information – faster than we have before. Common questions have centered around their users’ folders – “How can my users get to THEIR content faster and with less clicks?” The answer comes in the form of Favorite Folders in policyIQ 7.9. Each user’s account will be able to mark any number of folders in the structure as favorites, and access them from a separate, smaller structure – making the process of accessing their relevant content easier than ever.
With the addition of Field Rules and Calculations in policyIQ in version 7 releases, double checking the proper application of these properties is imperative – especially with several of each going on at once. The Page Template preview window will now operate much like a “test page” of sorts – with Rules and Calculations each operating within the template preview window. Historically, a user would need to create a few actual pages to test out the application of their rules/calculations. This can now all be done in preview, requiring less steps to ensure your work has been added how you like.
Have a field on one template that you want to use on another? Getting this set up has never been easier. Fields can now be copied from one template to another with just a few flicks of the mouse! Easier maintenance, and much faster work.
And finally, policyIQ will introduce a new HTML editor for long text field on pages and forms! Complete with a new pasting option, the enhanced editor is a simpler and easier to work with HTML editor. The new pasting option is specifically designed to aid users that copy content from Microsoft Word and paste directly into policyIQ HTML fields. This copy feature is built with code that targets, reads, and aligns the formatting challenges that many web HTML editors face when having content from another program pasted into them. Formatting is copied over to the editor with near perfect results, regardless of where the content comes from!
We also have developed several smaller additions that will help administrators clean up their sites, including a fast way to strip file attachments, copy pages and so much more!
There’s a lot to look forward to in policyIQ 7.9. Please send us your questions, comments and you’ll be hearing from us very soon.