- 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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Back to Updates
August 25, 2024
Improvements & Updates
- Improved the experience and speed of uploading large PDFs in the Contracts App.
- When adding a new app, the app now immediately shows on the sidebar.
- Improved the loading experience when navigating to apps. Previously clicking on a notification in the notification center sometimes resulted in a full page refresh.
- Improved the products and subscription pages by adding helpful tooltips and asking for confirmation when exiting a page with unsaved changes.
- Improved the loading experience for clients that click on email notification links. Previously we briefly showed the login page before taking you to the final destination.
- Removed extra scroll bars on the notification page for the Files App.
- Fixed a bug where opening a link to the Message App previously took you to the middle of the conversation when using the Safari browser.
- Fixed a bug where Files App email notifications to client users about new link additions were not being set.
- Fixed a bug that caused tags to sometimes be hidden when configuring custom visibility for apps.
- Fixed multiple UI bugs related to adding line items on invoices and subscriptions.
- Fixed various UI bugs that caused tables in the product to flicker on initial load.
API & Automation enhancements
- Added webhooks for
internalUser.created
andinternalUser.deleted
- For Custom Apps that create email notifications, you can now customize the button link name and link destination.