Digital Budget Book on ClearDocs

Rename System Generated Financial Schedule Titles

When a user creates a financial page within a budget book the system auto-creates sections displaying financial data including charts and financial schedule tables.  When these sections are generated the system uses nomenclature defined based on the chart of accounts to create titles for those charts and financial schedule tables.  Prior to this release, a user could edit the chart titles if needed but not the table titles.  With this release, a user can now update the names of the financial schedule tables to keep consistent verbiage within each section of financial pages.  When the financial page is created a user just needs to scroll to the financial schedule tables and click the pencil icon which will expose a text field to update and save the title.   

Disable Public Printing of the Document

Users can now disable the option to create a PDF version of the document. If a client would prefer only to have a web version available, that is now an option. Within the PDF Settings section of the document-level settings, a user can now elect to “Disable Public Printing.” Switching this toggle on will remove the option to create a PDF of that document when viewing the public web-view version. This toggle can be turned on or off as needed.