You asked for it, and now it's here! Our newest feature allows you to sort, filter, organize, and store your client data like never before.
We're excited to announce our new Data Manager feature! This tool allows you to take control over your client data and eliminate the need for some of your third-party connections or automations. You can store, sort, filter, edit, and organize your client data directly on Documate.
Read more about the new Data Manager here, and let us know what you think!
Check out our quick intro video here:
Or watch a more detailed explanation of features here: