on - last edited on by
sara.row
There are up to two document / note filters which currently sit in the new Pinned Documents panel in the Notes page.
The first is a View selection, which allows you, on client records which have a "partner" or a related entity (e.g. a trust or company) to show only the documents relating to that individual. The second is a Notify Me field, which allows users to opt in to receiving notifications when a new document is created.
With effect from the next Xplan version upgrade, this will now move to the top of the page so that they operate independently of the Pinned Document functionality.
We expect this upgrade to be from the week commencing 27 November 2023. However, as it's automatic, it may take effect from later in the week.
Current view
New view
Their behaviour / functionality will work as they do currently.
NB
The Product team have advised us that when this change is introduced, the Previous / Next buttons at the top of the screen will be removed, but they will be reinstated the following week. These buttons will still be displayed at the bottom of the page as they do today.
