New feature released:
- A public link to a workflow
- Internal forms
- ideal for financial advisors or anyone who conducts internal client assessments before taking on new business (read a full blogpost here)
- Two way secure messaging
- Ditch WhatsApp when talking to clients – use our revamped two-way secure messaging system available inside client portals (read a full blogpost here)
- We are also improving user interface:
- Users with access to portal ‘access forms’ will now see them in…. Portals rather than Documents
- Self-signup user flows have a new improved look and feel
- Bug fixes
- As usual – most are related to the point above (as we improve things, we sometimes break things – apologise for that)