November 2025 release notes

MyDocSafe portal messages

In this sprint we worked primarily on the way portal messages work.   Portal messages are secure chat rooms with benefits: you can send an unencrypted notification, or a message that requires logging in to be viewed, you can request documents via an upload button or ask clients to fill out fact finds.  We added some bells and whistles:

  1. you can now use your saved message templates to compose your portal messages faster
  2. you can now set the default security setting for portal messages.  This is useful if you want to turn off the requirement to login before the message can be viewed
  3. Broadcast messages no longer require a login to be viewed

We have also optimised slow queries to speed up the platform.  If you still experience any issues with loading speeds, please let us know.