Outline 1.6.2 Released! – Template management

Iphelion are pleased to announce the launch of Outline V1.6.2 bringing several new features to their flagship template management and document assembly platform.
Outline v1.6.2 includes:

  • For our users..
    • Support for 64-bit versions of Microsoft Office, iManage and NetDocuments
    • Ability for users to change the format of their document ID stamps
    • New NetSuite CRM contact lookup using the new ODBC contact connector (supporting any ODBC database containing contacts)
    • Offices and entities can now have multiple bank accounts including support for different currencies which can be selected by the user when creating invoices/bills
    • Countries can now have multiple tax levels and custom tax names
  • For our Designers, developers and administrators
    • New expression methods for..
      • formatting numbers into currencies
      • checking for the existence of files and
      • picking up wizard values
    • Ability to hide or show ribbon functions when a template is in a particular folder
    • PowerPoint templates can now run VBA macros as part of their workflow
    • Several enhancements to the designer user experience

If you are looking for a robust, easy to use template management platform get in touch for a demo and see what Outline can do for your firm today!

To all our existing clients, the new installation is available from downloads section of our client support portal.  Log in and try it out today!