Introducing a new way to manage your company’s documents & files:

• Upload your company’s documents & files into the dedicated section within Kotive, add a description and indicate what type of document it is (e.g. Audit report, Client onboarding material, Compliance, Contracts and Agreements, Employee onboarding Manuals, Marketing Plan, Meeting Agenda, Meeting Minutes, Organizational Chart, Policies, Project Plans, Standard Operating Procedures (SOPs), Training Manuals).
• Set the document’s current status to e.g. Draft, In review, Pending approval, Approved, Rejected, Published, Archived or Withdrawn.

Communicate changes to role players (optional):

• Select the “roles” within your company with whom you want to share the updated document and describe what the changes are.

During a specific CPD reporting period, a Representative might only require a limited number of CPD hours/points (instead of the default 18 hours/points) due to e.g. sickness or pro-rata allocation of CPD hours.

These CPD exceptions can now be managed in Kotive.

The Complaints Report (in PDF) for Financial Institutions (FI) in Kotive Compliance provides a summary and analysis of all complaints during a specific period.

The Company Profile for Financial Institutions (FI) in Kotive Compliance has received a significant update. It has been expanded by more than 100 new properties, ordered into 3 sections, namely:

1. Company info
2. Accountable Persons
3. FI License Functions

The Kotive web app pulses the server every 5 minutes to check if any new version of the app has become available in the meantime.

Until recently, we displayed a notification when an improved version of the app became available. The person needed to click the “Refresh now” button in order to refresh the page and get the latest version of the web app.

When the page refreshed, a brand new version of the web app would be loaded from the server and the person would then proceed with the task they wanted to do next. This new version was then cached in the browser for faster access in future.

A small improvement with a big effect has been made in the Fit & Proper status reporting for Representatives and Key Individuals in Kotive Compliance.

Sometimes, instead of deleting a person from the “People” section, and with them all the information related to their profile, you might want or need to keep a copy of that information although not inside Kotive.

You can now archive a person’s profile. One of the reasons you might need to archive a person’s profile would be for regulatory purposes - storing the information for a period of 3 or 5 years.

One of the issues that you may (or will) encounter when integrating other apps and services as tasks in your workflows is that these integrations sometimes fail. You might only notice that a specific workflow instance has failed a couple of days or weeks after the event occured…

While you can manually retry failed tasks from within Kotive, we also have your back with automated task retries in workflows.

Now that we have integrated Hunter with Kotive you can search and find all the email addresses corresponding to a website address or domain as a task in your workflow.

The integration of Kotive with both Mandrill and Sparkpost gives you the option to use one of these email service providers to send personalized transactional emails that contain your business’ branding and ‘from’ email address.

Transactional email notifications can range from confirmation emails sent after placing an order, welcoming a new member, confirming registration, giving notice of cancellation, or any other kind of email that is part of your workflow. And it can contain your unique branding.

We have integrated Kotive with Google sheets. You can now gather information using various tasks within your workflow, and then add this information automatically as a new row to your existing Google Sheet.

This is especially valuable if you later want to apply formulas to your data or create meaningful charts and graphs to present at your monthly management review meeting!

Are you working in a modern team with virtual offices across the globe (or across the hallway)?

Well, you can now receive notifications directly in Slack - your company’s messaging app.

SMS notifications and contextualized marketing SMSs can now be included as tasks in your workflow. The integration of Kotive with both Twilio and Clickatell make this functionality available.

Update: Kotive now automatically retries failed tasks in workflows.

We’re all working smarter by letting technology take care of our repetitive tasks, but sometimes things still go wrong.

The service for sending your emails might be down, there might be a problem with the template you use for generating PDFs, or perhaps you made a typo in your automated task’s setup.

If any task in your workflow failed, you’ll see a “Retry?” link instead of the usual link to “Continue” in the “Live Workflows” view.

One of our customers offer 60+ training workshops. At the end of every workshop they used to copy&paste every attendee’s details to a Word doc template in order to create a personalized attendance certificate in PDF. Not anymore.

You can now export and download a csv file that contains your workflow’s fields from within the ‘Live Workflows’ section.

How? Choose the columns/fields you want to export, then click the ‘Download’ button at the top-right of the page for the download to start. Only the fields you’re currently seeing in the table will be included in your downloaded file.

Click on the green 'Download' button to download the workflow fields into a .csv file

Next, you can import the file into Microsoft Excel, Google Sheets or Apple Numbers.