Likes - Activity - Andrew_Lowe - Assembly Community

Multiple Company Feature ETA

We’re on track to ship it by end of June!

Upload Notification Behaviour

Hi Andrew!
Clients will not get notified via email if the file is deleted within 5 minutes of being created. Their in-portal notification counter will also decrement once the file is deleted.

Print Button Option From Files or Contracts App

Hi @Andrew_Lowe! Thanks for reaching out! I understand the need for having a “print” option for files and contracts. Just to clarify, would you like the “Print” option to be included here? Please see the image below.

Please let me know when you can. Thank you!

Verbiage On E-Signatures

Hi @Andrew_Lowe! Thanks so much for the feedback and request! I have sent this request to our product team as a feature request!

Founder AMA - Ask us anything!

@neil and I worked together on two startups before Copilot. Through those journeys, we became the clients of several creative and professional service firms, and those experiences led to the seed idea of what would eventually become Copilot.
We worked with recruiters to help us build a team, marketing...

Automatic reminders to clients, task archiving

Thanks for the feedback on archiving a task from the homepage! We hear your request and will consider how to best include this functionality in the future!
Would you also want to be able to delete a task from the homepage? Or are there any other actions that you’d like to take beyond archiving a task...

Magic Links Question - No Account Behaviour?

Hi Andrew, great question. No login link gets sent in that case. That is intentional for security purposes. If we were to show an error like "email doesn’t exist", that would expose information about your clients to a bad actor. Someone could try to guess various emails and then figure out which emails...