Each portlet can now be configured to include multiple Project Type Filters if desired.

This allows for a portlet to display Project Types with different abbreviations when Project Type Filters are set.

The Projects Page record table now includes the Street Direction and Street Type of the address when the Street Address column is displayed.

Once a webform has been filled out and submitted:

a. A new "FORMS" subtab appears beneath the DOCUMENTS tab

b. The submitted form(s) display under this "FORMS" subtab

c. Details that are consistent with "PLANS" and "ATTACHMENTS" are available for the submitted form(s)

d. The form(s) can either be previewed or downloaded, depending on the user's browser settings

Submitted forms are locked but can be unlocked by staff.

Once a form has been unlocked for resubmission:

a. User can resubmit the form(s) with changes.

b. The resubmitted form(s) are displayed as a "new version" of the previously submitted form(s).

Admins can now transfer project ownership en masse from an existing project contact to another from the user profile. If the new intended owner is not already a project contact, the Admin can also add them as a contact at the same time.

Admins can also add new project contacts from the user profile.

Staff can now choose to display the EPR Project Manager column if selected from the Column Filter.

Staff can now choose to display the Project Owner column if selected from the Column Filter.

Administrators can now create custom Project Status labels in goPost. With each new Project Status created, an email template and notification option will be added automatically.
Open Settings and select List Manager. Click on Project Status (Workflow) and click the Add (+) button. Create a Project Status Label, Abbreviation, optional color, select Is Active, and Save.

Improved spacing around the Upload New Document button at the bottom of the Project Documents page to prevent the button from covering up document actions.

Renamed "Portal Manager" to "Portlet Manager".

Added toggles for e-PlanFORM and unlocking form submissions for future integrations.

Renamed "Portal Config" to "Portlet Config".

Reorganized the layout to improve navigation and add a section for "Form" (future integration).

A new Column Filter button is available on the Projects Page for users to select which Project columns to display in the record list. Each user can configure their own displayed column filters. A maximum of 9 columns can be selected.

Previously, only Applicants could move PDFs between Plans and Attachments before they were submitted to the agency.  Internal Users can now move individual files as well - as long as the files have not been uploaded as 'new versions' of a pre-existing file - before accepting the application for review.

The file upload screen that displays after a user begins to upload files in the Project Documents page has been enhanced as follows:

• Font size and style more clearly call out separate sections for PLANS and ATTACHMENTS.
• Information buttons next to PLANS and ATTACHMENTS explain what type of document should be uploaded to each.

When composing a new email from the Project Notifications tab, the verbiage next to the Choose Files button has been updated.

The Project Information Tab is now organized into three (3) sub-tabs; Details, Property Location, and Additional Information. The Details and Property Location sub-tabs organize the existing Project Information and the Additional Information sub-tab houses goPost's Custom Fields so that standard project information is isolated from the additional information requested by your Agency.

goPost Security

Applicants and Internal Users in goPost can reset a security question from the Identity Verification pop-up.

Clicking the link will email a 'Reset' link to allow changes to be made to your existing security questions. Once updated, a confirmation screen will prompt you to log in again.

Custom Project Fields now have an optional 'Help Text' field that is available only for Text-type Custom Fields. Whether creating a new Custom Field or editing an existing one, goPost Admins can enter 'Help Text' that will display to the Applicant to clarify what information they are being asked to provide.

The 'Help Text' is visible only after the Applicant has clicked into the text field.

Project Information Tab

Now that the Project Information Tab is organized into three (3) sub-tabs, the Print button has been updated to gather all of the sub-tabs data and organize it into a single column when saving as a PDF or printing.

Internal Users can now create a Read-Only Custom Project Field to provide additional instruction to Applicants about information needed for subsequent form fields.

This new field will be displayed in the Additional Information sub-tab of the Project Information Tab, like the other Custom Project Fields.

The Comments Tab within a Project has been renamed to Notifications to more accurately represent the Project activity and correspondence that are tracked within it.

Internal Users can now see what Projects any user within goPost is associated with and to what degree they are associated. From the User Manager Page, there is now a Projects Tab that provides additional details about how a user is associated with a Project, Project information, and in which Portal a Project was submitted.

EPR Administrators now have the ability to toggle individual checks that Scout conducts for uploaded documents. Click the Edit button on a Scout checklist task and toggle settings to run a check and reject a document. Optionally but not recommended, users can update the preconfigured description and rejection details.

Added icons in the navigation menu for pages under Settings. These icons are still displayed even when the menu is collapsed so that users can switch pages without the need to re-expand.

Added a "Custom Project Fields" section under Settings > Portal Config > Project Settings for Administrators to create and manage custom fields for the Project Details page. Custom fields can be:

• Text fields (for typing)
• Checkboxes
• Dropdowns with configurable choices
• Date fields (in mm/dd/yyyy format) 

To create a custom field, navigate to Settings > Portal Config and select a specific portlet. Click on Project Settings, then click "Custom Project Fields" to expand the section. On the lower right click on the plus button  to begin creating a field.

Configure as desired (custom fields can be optional or required, and optional fields can be visible or hidden just like standard project detail fields) and save.

Custom fields will display below the "Notes" field in the Details section of the Project Information tab and will apply to all projects within the selected portlet. Agencies with multiple portlets can create different custom fields for each, as needed.

Administrators can also edit custom fields as needed or delete if they later decide to discontinue their use.

Administrators can reorder (visible) custom fields from the Settings > Portal Config > Project Settings page by grabbing the double-horizontal line icon to the left of a custom field and dragging it up or down the list as desired. 

This will change the custom field order in the Details section of the Project Information tab. 

Added tool tips to PDF Scout’s Status results to explain each requirement that may have passed or failed inspection. Status results display after a Document has been processed.

Click the Status icon ( to display the results and tool tips.

Beginning with this release, documents uploaded to a project will now have their PDF Scout inspection results saved to the file for review whenever desired, including relevant descriptions and tool tips from the inspection checklist.

goPost will display each document submittal’s Scout results on the project’s Documents tab once the user clicks the "View Scout Results" button.

Document submittals uploaded prior to this release will return a "Scout result is not available for this file" message.

Unread comments in goPost will now display a red indicator for each user. The indicator will behave in the same capacity as Internal Notes. The unread indicator will clear upon the comment tab being accessed by the user and will no longer appear once the user navigates away from the particular project.  

Projects

When an applicant creates a project record, the project CONTACTS tab now informs them that they are not (yet) a contact. The initial contact option now defaults to 'Add Self' so the user adds themselves to the project before adding others.

When a user enters text into the Projects page search bar, goPost will automatically trim any spaces before or after the word (or phrase) so that they do not affect potential search results. (Spaces between words in a phrase are not affected.)

Admins and Internal Staff now have the ability to edit and/or delete their own Standard Responses from the goPost Settings > Standard Responses page.

Admins can now configure the project Information tab to display a "Priority" field and, optionally, to make it required. If enabled, the applicant can select a priority from the list of options configured by the agency within EPR (see "Priority" list).

Go to Settings > Portal Config > (choose portal) > Project Settings in goPost to enable this feature.

Admins now have the ability to modify the default email notification selections for any newly created applicant accounts. (For existing customers, goPost will continue to use the standard default choices unless modified by an Admin.)

Admins can now also restrict all applicants' ability to modify their personal email notification settings, if desired, in order to better regulate which notification options applicants may receive.

The Project Information tab now includes a Print icon that allows any user to export the information on the page as an easy-to-read PDF file.

The Email Contacts/Email Staff form on the Project Comments page now has spellcheck enabled for users.

Admins can now configure the main goPost URL to redirect applicants to a specified portlet rather than going to the generic 'master' portal page. This should help simplify navigation. Agencies can configure the default portlet URL by going to Server Config page > 'Default Portal Config' section. If no portlet is specified, goPost will continue to work as it does now.

Improved the 'Settings > Portal Config > Project Settings' page so that Admins can more easily manage which project fields are visible and/or required on the Project Information page. Fields are broken out into two separate tables: a Project Details Settings and a new Project Address Settings table which allows more control over which address fields can be displayed. Each table can be expanded/collapsed as needed and they now ensure any field set to 'Required' is automatically visible.

Updated the "Choose Contact" form to guide the user through their options (Add New User, Add Existing User, or Add Self) more clearly.

1. Add New User asks the user to input contact data for someone not already in the system.
2. Add Existing Contact asks the user to select a role and input an email address for an existing applicant or contact to gather that account's information.
3. Add Self only asks user to select their project role.

Admin and Internal Users with accounts in connected goPost and EPR portals can now click on the EPR Remote Login cloud icon on the upper right of the page to jump straight into EPR without going through the login page.

Updated the Deliverables tab counter to only count visible packages. Any deliverable packages marked as 'Hidden' by staff will not be counted.

Improved the way Export Project data is formatted within the CSV file export to enhance readability and ensure data lists under the correct column.

Users who subscribe to "Project - Status Changed..." notification emails can now specify for which portlets they want to receive these types of notifications. Portlets not selected will no longer trigger project status notifications for the user. 

This filtering does not apply to any other email notifications.

Admins can now decide whether to include or exclude staff email addresses from messages sent to contacts through the Email Contacts feature on COMMENTS tab.

Staff email addresses are included by default, but agencies who wish to exclude them can check the "Exclude staff email..." option on the Settings > Server Config page as shown below. (Note this will apply to all staff using goPost.)

The new INTERNAL NOTES tab allows staff to add notes and comments that are visible to other staff members but not to applicants. This allows staff to track progress, input reminders, miscellaneous notes, use as internal communication feature, etc.

Internal and Admin users can use the "Export Project" button to export projects as CSV file.

Any applicant account (non-staff user with goPost login credentials) added as a project contact will now have access to that project through a SHARED PROJECTS list on the Projects page.

This feature allows multiple applicants to share project access, upload, and edit rights as long as they are all contacts within the project. (Contacts added to a project who do not have applicant login accounts will not be granted any access, upload, or edit rights.)

When a user clicks on Document Submittal Requirements, they will now see instructions in a new pop-up form.

The information shown in this form can be updated by Admin users by navigating to Settings > Portal Config > Select Portlet > Submittal Recommendations and updating the default information.

Applicants can now select an option for projects where a street address does not apply, such as an intersection. When selected, the street address fields (Street #, Direction, Street Name, Street Type, and Unit/Suite) are hidden and City name becomes optional instead of required.

Admins can set up "Portal Submission Hours" for each goPost portlet to control when (and how frequently) applicants are allowed to submit new applications.

This includes setting up daily submission limits, setting days of the week, daily hours of operation, and even setting holidays when submission will be unavailable. When outside of these hours, the create project button  will be hidden and applicants are unable to upload new files.

This feature is 'OFF' by default but can be turned 'ON' from the Settings > Portal Manager page for each portlet.

If "Submission Hours" have been configured for a specific portlet, the Dashboard page will display these hours for all users within goPost.

The Project INFORMATION page now includes an Address Notes field where applicants can add cross streets, longitude and latitude, or other address information that does not fit into existing fields (up to 1000 characters).

Staff can now click a 'Lock' icon on the Projects page to prevent applicants from uploading files for that project. To restore the ability to upload, simply click the icon again to unlock it.