Author: John Morgan

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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Here’s a rundown of the updates/changes we’ve made to the software in June 2021: Software Release notes link added to “?” icon in top navigation In the “?” icon that appears in the top-navigation bar after a user logs in, we added a link for “Software Release Notes.” Upon clicking, a new tab will open to our […]

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You may have noticed that we haven’t released much more than some minor design improvements and text changes over the past few months. That’s because we’ve been hard at work on our new and improved Smart Cabinet, which we’re proud to announce is now live! Here’s a rundown of the updates/changes we’ve made to the […]

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Here’s a rundown of all the changes and additions we made to Simplifya in January 2021: You can now upload videos to your SOPs Now you can add videos to the “Attached Documents” section of your SOPs. We had multiple folks ask about it, and it just really made sense. License Categories in License Tracker […]

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Here’s a rundown of all the changes and additions we made to Simplifya in December 2020: We split up ‘Create Custom audit’ and ‘Create Simplifya audit’ into different forms Previously, when you created an audit, one of the first things you had to decide was whether you wanted to create a Simplifya audit or a […]

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