Exciting Updates to Our Procedures Screen! 🎉

Hi there,

While the product team has been hard at work improving the new Calculation Worksheets, we're always listening to your feedback and improving Cimplico Workpapers. Here’s what’s new in the Procedures screen:

1️⃣ Notes

By popular demand, you can now add notes to procedures! Unlike internal comments, notes don’t have statuses or replies—perfect for adding extra details. Click on a procedure to add your note, and look for the document icon next to the role badge to see which procedures have notes.

You can also see a summary of the notes on procedures by clicking the notes icon in the top-right.

Expect to see notes popping up in more places soon! 👀

2️⃣ UI Improvements

We’ve revamped the design for easier scanning and better UX. Now, Procedures feature quick filter tabs, an updated filter component, and a side panel with procedure details and note summaries!

3️⃣ Bulk Actions

Marking multiple procedures as not applicable for the same reason just got easier. Hover over a procedure, select the checkbox, and you can mark several as applicable or not applicable at once!

We’d love to hear your thoughts on the updated procedures and the introduction of Notes. Your feedback helps us make Cimplico Workpapers even better. Stay tuned for more exciting updates!