top of page

Version 1.1.1

Today we added support for firms in the United Kingdom, and a few merge fields.


United Kingdom Support

  • All currency related fields use the British Pound

  • Nightly processes for UK based clients are adjusted for the correct time-zone


New Merge Fields

  • First Last Name: Inserts the clients name as "First Last" name (Eg: "Jordan Belfort"), where the client doesn't have a first or last name on the client card it will automatically fall back to the Actionstep "display name".

  • File Reference: Inserts the "File Reference" for the matter





bottom of page