We've just released an update containing a number of highly requested features and improvements, with more coming really soon. These include the ability to add categories to documents and uploads and the capability to customize the time increments on Kalix's calendar. We have also improved how documents, templates and custom terms save, making it much quicker with less issues.
Coming really soon is Kalix's correspondence feature and the ability to email client access form links directly from Kalix.
Document and Upload Categories
Kalix now allows you to add categories to documents and uploads to support the better organization of your client files. Enter the category name into the Category field at the top of the document or template.
Or the Category field within the Upload File window. Click on the link to find out more about Uploads.
Under the documents section of the client cover page, click on the tick box - Group by Category, to see everything ordered into categories. Click on the category's name to view saved documents and uploads within a category. Click on the link to find out more about the Client Cover Page.
Customizable Calendar Increments
In Kalix, you can now able you to select your own time increments for your appointment calendar. Select the number of minutes each bar on the appointment calendar represents. Click on the link to find out more about Kalix's Calendar.