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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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Back to Updates
February 9, 2023
Improvements & Updates
- Improved how search works so that search queries are persistent in some workflows. For example, if you search for something on the Clients page, click on a client, and navigate back, the search query still remains.
- Improved the initial portal loading experience for client users by making it faster.
- Improved the design and spacing of tables everywhere in the product.
- Improved the layout/padding for Partner and Custom Apps in the Copilot Dashboard. The new layout is a more accurate preview of what clients see in your portal.
- Fixed a bug where full logos would sometimes appear blurry on the log in and sign up pages of your portal.
- Fixed a bug that prevented full-screen viewing of images sent in the Messaging App.
- Fixed a bug related to payment fee calculations for customers on pricing plans introduced on January 19th.
- Fixed a bug that prevented back navigation on mobile when you navigated to a specific files or messaging channel.