new
Client Portal
August 4, 2022
Files in the Client Portal
We're super excited to announce two major new changes to the Client Portal:
- Files in the Client Portal: like your Google Drive or Dropbox folder structure, but in the Client Portal.
- Client Uploads Inbox: one big box where your client can drag and drop any files they have for you (or take pictures if they are on their phone).
Fixes and Improvements
- Closes Statuses can now have custom colors.
- Files can now be renamed.
- Questions in Project Templates can now be reordered.
- When you use the bulk editor to bulk mark transactions as closed, the bulk editor will now close.