Release February, 8th, 2022

Bug fixes:

1. Fixed an issue when a previewed template font defaulted to 'Arial', regardless of what font was selected inside the output editor (SE-2937).

2. Fixed an issue when 'Folder Output Template' contained a broken text inside the 'Summary' content block (SE-3022).

3. Fixed an issue when some of the 'Fixed Fee' variables for templates were labeled as 'Fixed Cost' (SE-3037).

4. Fixed an issue when 'Hide Scope Mark Ratecard' option caused components to not load on 'Data' page (SE-3059).

5. Fixed an issue when output template's content blocks didn't autosave on certain conditions (SE-3063).

6. Fixed an issue when users could select deleted clients while creating a Folder (SE-3064).

7. Fixed an issue when templates assigned to a client on 'Clients' page didn't pre-populate fields when creating Single Scopes and Folders (SE-3109).

8. Fixed an occurring error for child-to-parent Library content migration (SE-3127).

Improvements:

1. Added an ability to duplicate components within the same deliverable on 'Data' page.

User can select a component, in the desired size and duplicate that component within the same deliverable multiple times. The user is then prompted to re-name each duplicate component.

When scoping, the user is able to select the component (duplicated/ renamed) from the component panel to create a separate line item in the deliverable being scoped (not an additional quantity) of the same Scope Mark component in the same size, now relabelled to their new names.

2. Added the total value / fee by department to the Folder's 'Retained Breakdown' table view.

3. Additional editable content widget are added to the Output Templates to accommodate fixed fees.

Contents have been added:

• Deliverable Fixed Content

• Component Fixed Fee Content

Variables have been added into Deliverable Fixed Content:

• Deliverable Fixed Fee Name

• Deliverable Fixed Fee Description

• Deliverable Fixed Fee Quantity

• Deliverable Fixed Fee Item Value

• Deliverable Fixed Fee Value By Quantity

Variables have been added into Component Fixed Fee Content:

• Fixed Fee Name

• Fixed Fee Description

• Fixed Fee Quantity

• Fixed Fee Value By Item

• Fixed Fee Roles

• Fixed Fee Value by Quantity

Variables have been added into Deliverable Content:

• Component Total Quantity

• Deliverable Quantity

Global variables have been added:

• Scope Deliverable Total Value

• Scope Deliverable Total Quantity

• Scope Component Fixed Costs Total

4. Added a grey text showing original Scope Mark title under the re-named component on 'Data' & 'Deliverable Builder' pages.

Grey text will not appear if the component has its original Scope Mark title.

5. Provided a switch for 'Folder Owner' inside the 'Application Settings' page. Users are now able to turn on or off 'Owner' field on Folder creation page.

6. Added an ability for users to assign Excel Outputs to clients. The template will then pre-populate in the scope page when a user is creating a scope for that client.

A new tab for Excel outputs has also been added to the Folder / Single Scope 'Output' page. Users can preview their Excel output quickly and easily.

7. Updated the password reset pages to include more in-depth description for new password requirements.

8. Scope Overview 'Section' is relabeled to 'Stage' inside the 'Add Stage' window.