November release notes
Internal documents / private portal areas.
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- Portals now can be configured to feature folders that are not visible to client users. This is particularly useful if you would like to hold both published and unpublished documents in the same client portal.
- To enable “Internal Documents” to to Portal Group Settings page and in “Configure Portal Tabs” enable “Internal Documents” tab and Save.
- This feature is available on Accounting Pro and higher subscription plans
Broadcasting request for information.
- The feature to broadcast a request to fill out a questionnaire just to easier. We retired our legacy feature and added a new option to “Broadcast messages” module.
- You can now select three types of broadcasts:
- an Unencrypted message – ideal for announcements
- a request for documents – useful when asking clients to upload their documents to portals
- a request for information – requires a questionnaire template to be defined
- The feature allows users to pick exactly which client users will receive a broadcast
- This feature is available on all subscription plans
Electronic signature improvements.
- We have combined advanced settings with our document viewer, saving an extra step.
- We have improved the Signatures dashboard making it more transparent and easier to search and filter transactions.
Other
- Bug fixes
- Security patches
