{"id":2278,"date":"2016-09-06T21:53:47","date_gmt":"2016-09-07T01:53:47","guid":{"rendered":"http:\/\/www.paperlesspipeline.com\/blog\/?p=2278"},"modified":"2016-09-06T21:53:47","modified_gmt":"2016-09-07T01:53:47","slug":"paperless-pipeline-september-2016-new-features","status":"publish","type":"post","link":"https:\/\/www.paperlesspipeline.com\/blog\/paperless-pipeline-september-2016-new-features","title":{"rendered":"Task @mentions, Quick selection of categories, Shared email templates, and more!"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Pipeliners, you will love the highly requested features we have rolled out today!<\/span><\/p>\n<p><!--more--><\/p>\n<p><strong>Bulk select permission categories when assigning or uploading docs:<\/strong> When you are bulk assigning or uploading docs to a transaction, the first permission category you select will be automatically applied to the remaining docs. You can still adjust individual docs&#8217; permission categories if needed. <a href=\"http:\/\/help.paperlesspipeline.com\/help\/allow-quick-selection-of-categories-when-assigning-or-uploading-docs\" target=\"_blank\" rel=\"noopener noreferrer\">Learn how this works here\u00a0\u2192<\/a><\/p>\n<p><strong>Highlight a user&#8217;s tasks using @name and @role:<\/strong> Admins can make tasks look more prominent for users or groups of users by mentioning their name or role in the task. This is called an @mention. @mentioned tasks appear highlighted on the transaction page, tasks page, and in emails whenever the mentioned user is viewing those tasks. <a href=\"http:\/\/help.paperlesspipeline.com\/help\/highlight-a-persons-task-by-mentioning-them\" target=\"_blank\" rel=\"noopener noreferrer\">Learn how this works here\u00a0\u2192<\/a><\/p>\n<p><strong>Shared email templates:<\/strong> Admin staff can now share their email (and note) templates with other admins. To share a template, click your name on the top right corner, then Personal Profile, then Email Templates from the left-hand side menu. Now click the name of the template you wish to share, then check the box next to &#8220;Share with other admins&#8221; and click &#8220;Save Template&#8221;. That template will now be available to other admins when they are creating a transaction note\/email. <a href=\"http:\/\/help.paperlesspipeline.com\/help\/shared-email-templates\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more here\u00a0\u2192<\/a><\/p>\n<p><strong>Download agents&#8217; contact info via v-card directly into your email software:<\/strong> Pipeline allows a v-card download for a transaction&#8217;s contacts &#8211; now a v-card is available for the transaction&#8217;s agents too.<\/p>\n<p><strong>View contact update activity in the transaction&#8217;s history:<\/strong> Adding, updating, and deleting a contact is now tracked in the Transaction History log.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Pipeliners, you will love the highly requested features we have rolled out 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