🗄 Improvements to Document/Paperwork Management

Today we launched an update to documentation/paperwork management, so let's take a second to run through it.

🗂 Categories

We've introduced functionality that will group paperwork by pre-defined categories, giving you a better way to look through and organize all of your documentation.

👀 View Options

We've also added a view selector that allows you choose which way you'd like to view your documents - either by Category, or by Timeframe, which groups the documents by how soon they'll expire:

  • Expired
  • Due Soon = within 60 days
  • Looks Good - more than 60 days out, or just flat out doesn't expire

🔎 Search

We've also introduced a search bar so you can quickly find what you're looking for

📍 Location Aware

Every state is different, and so are their forms, so where applicable we've built in rules that will only show/allow you to add the types of paperwork that apply for the state that the site is in.

As always let us know what you think and stay tuned for more updates!