# Assembly Team ## Announcements ### Assembly is now available in ChatGPT & Claude! 3 days ago **vivienne** Hi everyone, If you’re like me and increasingly stuck in Claude all day, this announcement is for you: You can now connect Assembly to the AI tools you already use like [ChatGPT and Claude](/content/blog/assembly-mcp-claude-chatgpt/index.html). Here’s how to [install the Assembly MCP](/content/guide/mcp/index.html) connector in your favorite AI tool and securely manage your clients. --- ### How do I add my CNAME record to my DNS registrar 3 days ago **Arif_Uddin** Hi [Martina_Avery](https://community.assembly.com/u/martina_avery), Thank you for reaching out! You can find instructions on how to add the CNAME record to multiple hosting providers on our Assembly Help Guide, here! --- ### Subfolder Permissions Jul 14 **Arif_Uddin** Hi [BEYER_Architects_Eng](https://community.assembly.com/u/beyer_architects_eng), Thank you for the feedback and for explaining your use case! I completely understand, having the ability to set permissions at the subfolder level within a company file channel would make it much easier to manage document access. --- ### Expiration Dates for Proposals Jul 14 **Arif_Uddin** Hi [BEYER_Architects_Eng](https://community.assembly.com/u/beyer_architects_eng), Thank you for sharing this feedback! Having an expiration date with automatic reminders in our Contracts App would be a really useful addition, especially for time-sensitive proposals. I’ll share this with our product team as a feature request. --- ### Can’t download large files Jul 6 **Arif_Uddin** Hi [Ilan_Hayat](https://community.assembly.com/u/ilan_hayat), I’m sorry to hear that you are having issues downloading your files. Please send us an email at [support@assembly.com](mailto:support@assembly.com) with the names of the specific files you’re unable to download. --- ### How to create a shared folder Jul 2 **Arif_Uddin** Hi [Ilan_Hayat](https://community.assembly.com/u/ilan_hayat), As of now, Assembly doesn’t support creating a single file channel that’s shared across multiple companies. The best workaround is using the Helpdesk App. You can create articles with files attached and make them visible to all clients. --- ### June 2026 Updates: Refunds, grouped task emails, checkboxes in contracts, more! Jun 30 **vivienne** Hi everyone! Here’s what the team released in June 2026: - Refund invoices from the Payments App - [Refunds Screenshots Changelog](https://canada1.discourse-cdn.com/flex008/uploads/copilot/original/1X/1a7900de4a2816fc8b14bbd53625ddbcbcec0cef.png) In the Payments App, you can now refund paid invoices in two clicks. --- ### Sorting Tasks By Due Date Jun 17 **Arif_Uddin** Hi, [Julie_Angilly](https://community.assembly.com/u/julie_angilly) Tasks with due dates will automatically sort to the top based on the parent task’s due date. --- ### Embedding an Assembly Form on My Website Jun 15 **Arif_Uddin** Hi [Kimberly_Lowe](https://community.assembly.com/u/kimberly_lowe), Currently, forms created using the Forms App require users to be logged into the portal. --- ### Saving Invoices as Drafts Jun 9 **Arif_Uddin** Hi [Anthony_Drozd](https://community.assembly.com/u/anthony_drozd), You can create invoices and set payment collection to manual so the client won’t be charged automatically. --- ### Adding a contact to a company after created Jun 8 **Arif_Uddin** If a contact is created without a company, an individual file channel is created for them by default. --- ### Q2 2026 Seasonal Release: Audit log, bulk file management, etc Jun 4 **vivienne** Today we’ve rolled out our Q2 2026 seasonal release. Top features include: - Audit Log for Advanced plans, a searchable timeline of every important action in your workspace. --- ### Change default contact list order to alphabetic instead of creation date May 28 **Arif_Uddin** It isn’t currently possible to set a default sort order for your contacts list. --- ### Request: KBA signature option in contracts app May 28 **Arif_Uddin** KBA is not currently supported in our Contracts App, but I will submit it as a feature request. --- ### Bulk Delete Companies or Clients? May 28 **Arif_Uddin** I’ll escalate this to our Engineering Team regarding bulk deletion. --- ### How to see who is currently logged in to the client portal? May 28 **Arif_Uddin** To see unknown users accessing your portal, you should check the Self-serve sign up setting. --- ### New: [Tasks] Automated reminder emails for clients May 28 **adam** The Tasks App now sends automated reminder emails to your clients for tasks with due dates. --- ### Multi lingual support May 26 **Arif_Uddin** We received this request from customers and it is on our roadmap. --- ### Modifications in the Tasks App May 26 **Arif_Uddin** I understand how having the ability to allow clients to add their own tasks can be useful. --- ### Can you apply a discount or discount code to an invoice or product to a client? May 20 **Arif_Uddin** Negative line items are only supported on one-off invoices. For subscriptions, set the price manually to reflect the discount. --- ### May 2026 Changelog - 60+ updates May 15 **vivienne** Highlights from the changelog cover ongoing updates since the release of Assembly 2.0. --- ### Enter key should = line break not post message May 14 **Arif_Uddin** I’ll submit this as a feature request to our Product Team as well. --- ### Deposits or split payments on services in store May 13 **Arif_Uddin** There isn’t a built-in payment plan feature for services. --- ### Feature Requests May 12 **Arif_Uddin** Following up on the deleted files trashcan feature you mentioned. --- ### Mass Selection is here! May 8 **vivienne** You’re welcome, [Dale_R_Wright_II](https://community.assembly.com/u/dale_r_wright_ii)! --- ### Auto-archiving for Tasks App May 8 **adam** We just shipped auto-archive functionality for completed tasks. --- ### Centralized Signed Contracts in Google Drive May 5 **Arif_Uddin** Yes, you can automatically send signed contracts to a specific folder in Google Drive. --- ### CRM filters and/or archive capabilities Apr 30 **brittany** We will update you when it’s ready! --- ### Updated Forms. Address Fields & Conditional Logic Apr 24 **Arif_Uddin** Conditional logic on forms is on our roadmap for Q3. --- ### Contracts - Checkboxes Apr 20 **Arif_Uddin** Checkboxes are not currently available as an input option for contracts. --- ### Quickbooks integration | Estimates Apr 20 **brittany** Can you share what you are hoping to see reflected in the Quickbooks integration? --- ### Invoice custom fields? Apr 17 **Arif_Uddin** I understand the need for this feature and will give this feedback to our product team. --- ### Customize CRM App Tabs for Internal Users Apr 17 **Veronique_Cadet** Any app hidden from the internal sidebar will also be hidden in the Client Details and Company pages. --- ### Logo on Invoice Apr 13 **Veronique_Cadet** I’ve just sent you an email and will investigate this further.