Updates
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Disable Chat in the Client Portal
You can now disable the client chat in the client portal within client tasks/requests. This will only disable the chat box, it will not disable the comments on individual client tasks. You can do this by going to Settings > Company > Automatoins & Settings > Disable Client Chat
Strict filtering of client groups
Now, you can filter your client groups to only show clients that are in all the client groups selected. You can use this in the client dashboard, workflow dashboard, and even when creating a project for multiple clients.
Allow team members to sign documents & more
Now, you and other team members can sign e-signature requests. We also released several updates to improve e-signature notifications and create a more seamless experience for the client.
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Request e-signatures from files on the client's profile
Now, you don't have to use client tasks to request e-signatures. You can easily request signatures for any file stored on the client's profile.
Hidden dependent tasks
Due to feedback, we now hide the dependent tasks from the consolidated "Task" view in the left navigation bar to declutter the view for your team
