Key moments in the video:


0:40 1. Dashboard improvements

4:44 2. Updated global search

5:36 3. Updated PTO tooling

6:21 4. Renewal bulk instruct through report generator

9:19 5. Further renewal improvements

12:45 6. Copy charge sheet items

13:14 7. Copy components when copying pre-sets

16:49 8. Customised dates exported from the report generator

17:26 9. Custom merge codes in invoice templates

18:44 10. Custom merge codes in email subject lines 

20:03 11. Mark pre-set tasks as "done" without running associated components

21:49 12. New pre-set component to allow documents in a folder to be automatically linked

23:36 13. Link documents from different cases to a task

24:52 14. Use smart templates & outgoing correspondence with applicants, inventors & licensees

25:36 15. Use mobile authenticator apps

27:58 BONUS! More useful tips