Date: November 25, 2025
Time: 7:30 p.m. PT
Here's what's new:
Export Forms to CSV in Seconds
Say goodbye to hours of manual data entry! You can now export form responses directly to CSV with just a few clicks.
Here's how simple it is:
- Head to the improved Offers Documents page
- Select the documents you need in the "Document Name" field
- Switch the export format from PDF to CSV
- Click Download filtered documents, and you’re done!
Your CSV report includes all form responses from fully approved offers plus key offer details, giving you everything you need in one clean, organized file.
Why you'll love this:
Whether you're gathering data for state tax credit applications, analyzing crew demographics, or simply organizing information, this feature transforms what used to be a tedious, hour-long process into a task that takes seconds.
Example:
Need to report veteran status for a tax credit? Select your crew forms, export to CSV, and you're ready to submit. No more downloading and reviewing hundreds of individual PDFs!
Workflow Management Improvements
The Workflow Manager now shows you exactly which documents are enabled or disabled on your project. No more guessing—you'll instantly know what's active and what's not, helping you stay organized and avoid any configuration hiccups.
Approver Dashboard Improvements
Managing a long approval queue? We've added sticky column headers to the Approvers page, so you can scroll through dozens of offers while keeping track of exactly what you're looking at. It's a small touch that makes a big difference in your daily workflow.