- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
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February 10, 2021
Improvements and Fixes
- Added an audit trail page to the end of documents that went through the Portal eSign flow to meet even the strictest eSignature criteria.
- Added empty state pages to all modules so the experience is better for internal users and client users when a module has no content (for example, no invoices or knowledge base articles).
- Added a tooltip to the icon that indicates which invoices are part of subscriptions
- Improved the look of headers on mobile screens.
- Improved several small UX details in the Forms module.
- Improved the rendering process on the messaging page; improving stability.
- Fixed spelling mistakes for intake forms email notifications.
- Fixed a bug where in-product messaging notifications didn't go away real-time.