johnnyq 32b5288338 Document templates stage 3, the client standard and reviews: a template can be required of every client or of clients with chosen tags (leads and archived clients not counted, a template whose tags are all deleted applying to none rather than every client), with the template page showing how many clients have one with a bar and the clients missing it each with a Make button, and Admin > Document Templates showing the count on each template plus a new Required tab; documents can be made for several clients at once, one per client filled in from its own client, for a picked list or every missing client in one click, with fill-ins answered once for all and clients that already have one skipped unless unticked; a client's Files shows the documents it should have along the top opening Document from template with that template picked, the client overview shows a Documents missing count, and Document from template lists missing templates first; a template can ask for its documents to be reviewed every 3 or 6 months, yearly or every 2 years, a document falling due when not edited or marked reviewed for that long, with the document page showing Review due or the next review and who did the last one plus a Mark reviewed button, a Review due tab in Files listing due documents across every folder, and due counts on the client overview, the template page and the list, documents from archived templates not counted; an older document written before its template can be linked to it from its page so it counts and follows the template's review schedule; migration 3.2.7; fixed tag merges dropping merged tags from ticket templates (merges now carry over ticket template and required template tags) and deleting a document template marking all its documents as updated; changelog updated

2026-10-18 19:49:20 -04:00

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