Here is the list of XOLX updates that will be available starting Friday morning, February 18th, 2022.

  • Override User Lockout on a File

We are excited to announce that you can now override the user file lockout so multiple users can access, work, and make edits within the same file! If another user has file locked the order you are viewing, a new overlay will be presented where you will see the username of the user in the file. You can choose from two options: Read Only or Override.  Read Only opens the file in an uneditable, view only mode.  Override allows you to open the file and work in it.

  • View the Request Details Screen guide for complete information on how to override the lockout on a file. 
  • View the Supplements Overview guide for complete information on how to override a file lockout while working in a Supplement. 


  • All-New Attachments Section

We have added an all-new Attachments section where processors can view all the attachments currently associated with a request! The Attachments section will aggregate and display any file added by the client user, as well as those added by processors in your office.  It's an easy way to look at all attachments at once without having to dig for them.  Adding an attachment here adds the file to the entire request.  Login to your XOLX account and open any request from your dashboard. The Attachments section is located at the top of the list for easy accessibility.

The number to the left shows how many attachments are affiliated with the request. Expand the arrow to the right to review the attachments. 

  • View the Request Details Screen guide for complete information for how you can access any attachments associated with a file. 
  • View the Supplements Overview guide for complete information on how to access and add attachments while working in a Supplement. 


  • Email a User Directly Within a Supplement

To prevent working in excessive windows or web browser tabs, we have enhanced the User field within the Supplement so you can compose and send an email to the requestor without having to leave the Supplement page! The User field is now a hyperlink, where you can click on ‘User’ to open your default email application to compose and send your email to the designated recipient, with the recipient’s email address automatically populated for your convenience.  You can also hover over the User link to view user name (name of the user that requested the supp), their phone number, and email address.

  • View the Supplements Overview guide for complete information on how to email a user without leaving the Supplements page.