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AI drafts your SOPs from a PDF

Upload an SOP as a PDF and AI pulls out the key points as a draft for you to edit. Closing a move no longer captures a financing hold on its own.

v2.355.0

New1

  • NewHR

    Start an SOP from a PDF#

    Upload an existing SOP as a PDF and AI pulls out the key items into a draft. Review and edit it, or run the extraction again, before you publish.

Improved1

  • ImprovedFinance

    Closing a move never captures a financing hold#

    Financing holds are captured only from the Capture action, with a separate confirmation. Closing the move leaves the hold alone.