March 3: Help center & link sharing

Marlon Misra -

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.

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.