Author: John Morgan

Here’s a rundown of the updates/changes we’ve made to the software in May 2022: “Parent Company” and “DBA” fields added to License Tracker We’ve added these 2 fields to the “Add / Edit License” modal, towards the bottom. These 2 new fields will also appear in your license data exports. Redesign of License Tracker slideout […]

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Here’s a rundown of the updates/changes we’ve made to the software in January 2022: You can now add more than 5 License Categories in License Tracker Previously, we limited the number of custom License Categories to 5. There was no real technical reason to that limitation – we just didn’t expect a need for more […]

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Here’s a rundown of the updates/changes we’ve made to the software in December 2021: New “Users” module This morning, we released a new “Users” module. It’s not really much more than a facelift, but there a few small changes: Now, more of the onus is on Administrators to add Manager users. Previously, an Administrator could […]

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Here’s a rundown of the updates/changes we’ve made to the software in November 2021: Assignments on Your Dashboard (Action items / Audits / SOPs / Documents / Custom Tasks) are now listed in chronological order by Due Date The default sorting of assignment tasks in the Assignments section of the dashboard are now by Due Date (past […]

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Here’s a rundown of the updates/changes we’ve made to the software in October 2021: We made a few updates/improvements in the SOP Template Library: SOP Template preview modal is bigger When previewing an SOP template, we’ve increased the size of the preview modal for improved readability of the template. The cover page has been removed […]

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Here’s a rundown of the updates/changes we’ve made to the software in September 2021: Introducing: the new and improved “SOP Template Library” module The SOP Templates module has a new design! We were already planning on giving it a facelift, but we took this opportunity to implement a few changes based on user feedback. Here’s […]

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Here’s a rundown of the updates/changes we’ve made to the software in August 2021: You can now attach reference files to your custom Documents in Smart Cabinet We received feedback from clients that they wanted to be able to upload a reference file to the Folders/Documents that they’ve added to their Smart Cabinet. This would […]

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Here’s a rundown of the updates/changes we’ve made to the software in July 2021: You can now manage multiple companies on Simplifya from a single account We know there are a lot of investors and consultants that use Simplifya on behalf of their clients, and these users need to access/manage multiple companies on Simplifya. Before, […]

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