BIS Upcoming Launch Announcement - Enhanced Document Management Version

Welcome to our latest news bulletin. We are delighted to announce the upcoming launch of our new and improved version of the Document Management screens on The BIS Platform.

Next week, we will be launching an enhanced version of the Document Management screens on BIS. This will allow the user to store and search for documents more efficiently. The update brings a more streamlined and user-friendly experience, ensuring better organisation and accessibility.

Please see below a list of updated features that will be displayed in the new Document Management section of a client file on The BIS Platform:

• File Tree page - Displaying all folders with documents / files
• File List page - Displaying all documents & files outside of folders
• Option to easily rename folders (screenshot below)
• Various filter options - Filter alphabetically, by date of upload and by user
• Improved search facility - Allowing quick and easy access to documents
• Download options - Folder and File list Excel downloads
• Visually enhanced image icons for improved usability and clarity

Below are screenshots of the File Tree and File List pages, showcasing the newly added features:

All existing features on the current version still apply, such as default folders and documents that are currently stored, ensuring a seamless and uninterrupted transition to the updated Document Management system.

If you do not currently have access to Document Management on The BIS Platform and you would like to find out more, please do not hesitate to get in contact with us on 01 496 0006 or email us at info@brokerinformationservices.ie.

Keep an eye on your inbox for more great news coming shortly on The BIS Platform.