Updates

Client assignment is our biggest release to date and makes Portal work for larger teams (up to 50 people on a team). With client assignment you can now easily (1) assign a lead to each client and (2) select the team members that can see the client and their information (messages, files, invoices etc.) all from one unified place.

Improvements and fixes

• Added a sticky sidebar notification for clients who have open invoices. For example, if a client has 2 unpaid open invoices, they will see a "2" beside "Billing" in the sidebar. The notifications only go away when the invoices are paid.
• Improved the eSignatures user experience.
• Redesigned avatars, channels, toggles, tags, text fields, and modals.
• Updated the Portal guide.

Help center

Internal users can now click on Help center in the bottom of the sidebar. On the Help center, internal users are greeted with 4 useful links - the Portal Guide, our Slack community, contact support, and recent updates.

Link sharing for client invites and invoices

Sometimes a client just won’t check their email to accept their portal invite or pay an invoice. Now you can click on the actions button on a client (on the CRM page) or on an open invoice (on the Invoices page), and copy a link that you can share with your client via email, SMS, or any method you choose.

Improvements and Fixes

• Improved the experience of uploading large files in Messaging.
• Fixed a bug where clicking on the Preview action for an eSigned document showed the original document.

Pricing page

If you're using our marketing website, you can now customize a pricing page where you can show your subscription tiers.

Improvements and Fixes

• Increased the per-transaction ACH limit to $75K.
• Improved the experience of using the forms module on mobile with a collapse-able sidebar on the right side.
• Improved the experience of managing your settings.
• Improved the experience of uploading/replacing images.

Google Analytics

Added the ability to connect Google Analytics accounts. Once you've added your tracking ID on Settings/General, you can see metrics on your Google Analytics dashboard.

Improvements and Fixes

• Added the ability use custom text blocks in the eSignature request flow. The custom block can be used for company names, addresses, etc.
• Improved the alignment of eSignature blocks when they are added to the page.
• Improved the intake form creation flow so that it is easier to add lots of questions.
• Improved how quickly custom domains get connected.
• Improved the drag & drop experience in the files module.
• Redesigned the Settings page so that it shows in a modal.
• Fixed a bug that caused some typed messages to disappear in rare circumstances.
• Fixed a bug where double clicking on a signed eSignature document showed the original version instead of the signed version.

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.

Intake Forms

Following up on our eSignatures release 2 weeks ago, today we're excited to announce our next module - Intake Forms. With intake forms, collecting client information becomes quick and streamlined. Check out the 5 minute video to see how it works.

Slack community

We are grateful that so many of you have shared feedback with us - what module to build next, how to make existing modules better, etc.. This morning, we created a Slack group for everyone that wants a more direct line of communication with our team and connect with other tech-forward professionals. We're starting really small - with just 15 invitations going out this week - but we'll increase the size of the group over time.

To join the Portal community Slack group, click here.

Improvements and Fixes

• Added the ability to set the role (admin or staff) of a team member at the time of invitation.
• Added a send button to the Messaging channel page.
• Added an icon on the invoices table that tells you which invoices are generated through subscriptions.
• Added a video walkthrough to the tips card (you won't see it if you are fully setup already!).
• Redesigned tables with better sizing, animations, action buttons, hover states, and more.
• Redesigned tags, toggles, spinners, tooltips, and drop downs.
• Switched to an infinite scroll paradigm for tables so that you no longer have to click through pages if you have a lot of rows. Just scroll down and new items appear!
• Improved the experience of connecting a custom domain with real-time checks that tell if you setup was successful.
• Fixed a bug where client users saw billing settings even when the Billing module is disabled.

Improvements and Fixes

• Added a plans page where you can choose between monthly and annual plans and upgrade/downgrade.
• Add a Pay button for clients on open invoices that is much more prominent.
• Redesigned the invoice & subscription creation flows.
• Improved the dragging experience for blocks in the eSignature flow.
• Fixed a bug so that when the Billing module is disabled, clients don't have a payment methods section in Settings anymore.
• Fixed a bug with the sidebar header sections.
• Fixed a bug related to searching in the Knowledge Base module.

eSignatures

Since the beginning, our vision for Portal has been to give your clients one unified place from where they can do business with you. After many months of development, we’re taking a big step in that direction by introducing a secure eSignature solution that is beautifully integrated with the rest of your portal. We recorded a quick video to show you how it works.

Module Management

We’re currently in the midst of the no code movement which is making it easier and easier to customize the tools you use to run your business. With this release, you can now enable and disable modules yourself. As we move forward with eSignatures and dozens of more modules over the next few years, this is an important first step in giving you complete control over how your software looks and feels to your team and clients.

Onboarding Tips card

If you have a portal but are not yet fully setup, we now show you an onboarding tips card with links that bring you directly to the relevant pages. If you dismiss it, it will permanently be removed for you and your team.

Improvements and Fixes

• File channels are now auto-created when you create a new client.
• Simplified the Create Client modal so that the company field is always visible.
• Updated two email notifications so that they work regardless of which modules you have enabled.
• Updated the sidebar so that subsections remain selected if you are on a create page. For example, if you are creating a new invoice, "Invoices" remains selected in the sidebar.
• Updated the user details page so that Files is shown before Invoices.
• Fixed a bug where the user details page sometimes cached the name of a user you previously selected.

Improvements and Fixes

• Redesigned the headers used in the produced and introduced a universal search bar.
• Redesigned the Create pages (invoice create, knowledge base article create, etc.) with breadcrumb navigation so it is easier to navigate back.
• Redesigned the iconography used across the product.
• Redesigned all buttons and dropdowns.
• Fixed a bug that caused in-product file notifications to come in delayed.

Improvements and Fixes

• Added support for sending SVG files in messaging.
• Redesigned the sidebar.
• Redesigned the iconography used across the product.
• Redesigned the success & failure snackbars that are shown in the bottom-right for various actions.
• Various minor design improvements that improve the mobile user experience.
• Updated the permissions for Staff Internal Users so that General Settings and Domain Management Settings are restricted.
• Fixed a bug that incorrectly saved due dates on invoice templates.
• Fixed a bug that prevented file notifications from being shown in the sidebar.
• Fixes a bug that prevented a small number of users from paying invoices with ACH.