Marlon Misra - Copilot Updates (Page 4)

March 17: Improvements and fixes

Improvements and fixes * Added ability to delete custom domains. * Renamed the titles of two pages. Messaging now says "Conversations" at the top and Files says "File channels". * Fixed a bug where an internal user who gets unassigned from a client doesn't lose the notifications

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March 10: Client assignment

Client assignment is our biggest release to date and makes Portal work for larger teams (up to 50 people on a team). With client assignment you can now easily (1) assign a lead to each client and (2) select the team members that can see the client and their information

March 3: Help center & link sharing

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. Link sharing for client invites and invoices Sometimes a client

February 24: Pricing page

Pricing page If you're using our marketing website, you can now customize a pricing page where you can show your subscription tiers. Improvements and Fixes * Increased the per-transaction ACH limit to $75K. * Improved the experience of using the forms module on mobile with a collapse-able sidebar on the

February 17: Google Analytics

Google Analytics Added the ability to connect Google Analytics accounts. Once you've added your tracking ID on Settings/General, you can see metrics on your Google Analytics dashboard. Improvements and Fixes * Added the ability use custom text blocks in the eSignature request flow. The custom block can be

February 10: Improvements and fixes

Improvements and Fixes * Added an audit trail page to the end of documents that went through the Portal eSign flow to meet even the strictest eSignature criteria. * Added empty state pages to all modules so the experience is better for internal users and client users when a module has no

February 3: Intake forms & Slack community

Intake Forms Following up on our eSignatures release 2 weeks ago, today we're excited to announce our next module - Intake Forms. With intake forms, collecting client information becomes quick and streamlined. Check out the 5 minute video to see how it works. Slack community We are grateful

January 27: Improvements and fixes

Improvements and Fixes * Added a plans page where you can choose between monthly and annual plans and upgrade/downgrade. * Add a Pay button for clients on open invoices that is much more prominent. * Redesigned the invoice & subscription creation flows. * Improved the dragging experience for blocks in the eSignature flow.

January 20: eSignatures, Module management, Onboarding tips

eSignatures Since the beginning, our vision for Portal has been to give your clients one unified place from where they can do business with you. After many months of development, we’re taking a big step in that direction by introducing a secure eSignature solution that is beautifully integrated with

January 13: Improvements and fixes

Improvements and Fixes * Redesigned the headers used in the produced and introduced a universal search bar. * Redesigned the Create pages (invoice create, knowledge base article create, etc.) with breadcrumb navigation so it is easier to navigate back. * Redesigned the iconography used across the product. * Redesigned all buttons and dropdowns. * Fixed

January 6: Improvements and fixes

Improvements and Fixes * Added support for sending SVG files in messaging. * Redesigned the sidebar. * Redesigned the iconography used across the product. * Redesigned the success & failure snackbars that are shown in the bottom-right for various actions. * Various minor design improvements that improve the mobile user experience. * Updated the permissions for

December 30: Improvements and fixes

Improvements and Fixes * Fixed a bug on the Module Management page that prevented tooltips from working correctly. * Added a page that is shown to users when they try to access a page that has already been disabled. * Added the ability to delete open invoices. * Fixed various UI bugs that made

December 23: Improvements and fixes

Improvements and Fixes * Added support for links in messaging. * Redesigned the module management settings page. * Fixed a bug that prevented some file notifications from going through. * Fixed a bug that caused issues with invoices that had due dates 1+ years in the future.

December 16: Custom domains & Real-time CRM

Custom domain management We've added the ability for customers in our middle tier and Enterprise tier to add and manage their custom domains directly in their settings. Previously this is something we setup manually but now this functionality is available on Settings/Domains. Real-Time CRM Similar to recent

December 9: Improvements and fixes

Improvements and Fixes * Added the ability for internal admin users to delete other internal users. * Added roles for client users. If many clients are associated with the same organization the Admin and Staff roles can be used to give people on a team the right permissions. * Improved the clarity of

December 3: Improved empty states & Improved email notifications

Improved Empty States For internal users and client users, we now show helpful text and illustrations on pages where you have not created any entities yet. Improved Email Notifications First, you can now send messages, share files, and create invoices/subscriptions for client users who you have not invited to

November 19: User details view, Files product notifications, Redesigned authentication screens

User Details View When you are on the CRM page, you can click on any user and see the User Details page. Here you can see important information on the left, and switch among Messages, Files, and Payments views on the right. Files Module - Product Notifications Similar to Messaging

October 29: Real-time Files & Billing settings

Real-time Files Module The Files Module is now real-time. What this means is that if you are logged in and your clients are taking actions (uploading files, renaming files, deleting files, etc.) you will see those changes happen directly without refreshing. The Files Module is the first area in the

October 22: New brand & Customizable welcome messages

A New Brand for Portal If you've visited our website you may have noticed that we have updated our visual identity. We're keeping the same name but have adopted a new icon and color scheme that better reflects our product. Customizable Welcome Messages We believe that

October 15: New landing page, Team permissions, Mobile redesign, New dropdowns

Redesigned & Editable Landing Pages We're excited to announce the full release of the Landing Page module. It was specifically designed for the professional services industry and is fully-customizable. In addition: * You can connect a scheduling tool like Calendly and set the primary button to "Schedule a

September 18: Folders, File sharing links, Invoice templates

Files - Folder Organization On the Files page you can now create folders to categorize your docs and stay organized. Folders work exactly as you would expect them to with a simple drag & drop experience. Folders open and collapse when you click on the caret Files - Sharing Links

August 26: Landing page builder, Settings sidebar, Invoice attachments, Email notifications

Landing Page builder We've always supported both (1) connecting to an existing landing page and (2) setting one up with us. But so far the process of creating a landing page with us was manual. That changes today! If you have the Landing Page module enabled, you can

August 5: Early access program, New design, Subscriptions

Early Access Program Over the last few weeks, we’ve invited some of you to join the Early Access Program. For those of you already part of it, we are very grateful for your support! Your feedback is the reason the product gets better every week. 🙏 If you are not

July 22: Messenger & Customization

Messenger After months of small improvements, Messenger is now available for all Early Access customers. With Messenger, it's incredibly easy for internal users and client users to communicate. Here's how it works: 1. Click on messages 2. Select a channel 3. Send your message Behind the

July 15: Connect your Stripe account

Connect your Stripe account It's now easier to get paid. Under Settings/Banking, you can choose between 2 options: 1. Express - Enter your banking information directly 2. Standard - Create a new Stripe account or use an existing one Improvements and Fixes * Redesigned the Customization page. * Improved