Digital Budget Book on ClearDocs

Remove $0.00 categories from chart legends

System-generated chart legends will no longer display categories with a $0.00 value. Previously, all categories were included in chart legends, even those without a monetary value, taking up unnecessary space.

Disable Public Sharing Option

The capability to share a document publicly on social media platforms like X and Facebook can now be disabled by users.  This option is available in the Settings section of the document under “Public Website Presentation” and is called  “Disable Public Sharing”.  The  “Share” option will not be visible on the public web version of the document if this setting is enabled. This setting is off by default and can be re-enabled at any time. 

Universal Hide/Show capabilities from financial pages

Users creating financial pages in the budget book often need to hide or show the same sections across all pages of a specific type. While there is a universal setting in document settings to control this, users can now perform these actions directly from each financial page for greater efficiency. By clicking "Options" on a financial page, users can choose to hide or show a section. A modal will then ask if they want to apply this action to just the current page or all pages of the same type, mirroring the behavior of the universal setting. Applying the change to only one page will break the connection to the universal setting for that page.