Winter 2023: Features, AI, and Training

1. File Share Packets

 Does your intake or treatment process require collecting signatures and sharing multiple documents or upload requests? NewOrg File Sharing now allows you to group them into Packets to be shared all at once. Create standard organization-wide, or custom packets of documents, print forms, surveys, and upload requests that can be shared with a client with a single click! This feature is now available! An introduction and training video is now available in the Group Training area of the support site. Click Here to watch the video. 

 2. Saving Signatures

 You can now save your default signature, making it conveniently accessible anywhere within NewOrg. Just sign once and you can access your saved signature with just a click. Embrace a smoother, time-saving signature experience!

 3. Freeze/Pin Report Headers

 Ever get halfway down a long report and wish you could still see the Header/Column Names? You now have the power to effortlessly Pin/Freeze the top header on any report by simply clicking the pin icon. This will ensure that essential information stays prominently displayed, regardless of how far you scroll. Never lose sight of key header names again.

Welcome Sotiris!

It is our pleasure to announce that Sotiris Koutsoyannis has joined our team as a Marketing/Communications Intern on October 2nd. Sotiris works with the Marketing team to support an array of campaigns, optimize the sales pipeline, and write press releases/newsletters. He has a wealth of knowledge in this field from previous roles in affiliate marketing and public relations. Welcome to the NewOrg Team!

Welcome Samuel!

Welcome to Samuel (Sam) Penna who joined NewOrg's Support team in November! Sam's knowledge of SQL and C# will help with partner customizations and new feature development. When away from his computer, Sam plays piano and guitar, and next year if time allows, he would like to start a band. Rock on Sam!