How do I add my CNAME record to my DNS registrar

Hi @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!

If you run into any issues while setting up your custom domain, please feel free to reach out to us via email at support@assembly.com.

Subfolder Permissions

Hi @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 without needing to create and maintain multiple channels.

Expiration Dates for Proposals

Hi @BEYER_Architects_Eng, Thank you for sharing this feedback! I can completely understand how having an expiration date with automatic reminders in our Contracts App would be a really useful addition, especially for time-sensitive proposals. I’ll make sure to share this with our product team as a feature request.

Can't download large files

Hi @Ilan_Hayat, Thank you for reaching out! I’m sorry to hear that you are having issues downloading your files. Could you please send us an email at support@assembly.com with the names of the specific files you’re unable to download so we can look into this further? If you have any other questions, please let us know!

How to create a shared folder

Hi @Ilan_Hayat, Thank you for reaching out! As of now, Assembly doesn’t currently support creating a single file channel that’s shared across multiple companies. The best workaround for your use case is the Helpdesk App. You can create articles with files attached and make them visible to all company members.

Sorting Tasks By Due Date

Hi, @Julie_Angilly Yes, the task list is sorted based on the parent task’s due date rather than the subtask’s due date. So for example, if a parent task is due in August but has a subtask due today, it will still appear lower in the list behind tasks with earlier parent due dates, regardless of how urgent the subtask is.

Embedding an Assembly Form on My Website

Hi @Kimberly_Lowe, Thank you for reaching out! As of now, forms created using the Forms App require users to be logged into the portal to access and submit them, which is why you’re seeing the “Sign In To Your Account” message when trying to embed it on your Wix site. There isn’t currently a way to avoid this.

Saving Invoices as Drafts

Hi @Anthony_Drozd, I really appreciate you sharing this, I’d be happy to add you as a +1! I’ve made sure to include your feedback alongside the existing feature request so our product team has a clear picture of how many users are looking for this functionality. If you ever have any other questions or feedback, feel free to reach out!

Adding a contact to a company after created

Hi @Brett_Boogaerts, Thank you for reaching out! If a contact is created without a company, an individual file channel is automatically created for them by default. This file channel is only visible to that specific contact. If that contact is later added to a company, their individual file channel remains their own.

Change default contact list order to alphabetic instead of creation date

Hi @Aerin_Cunningham, Thank you for reaching out! As of now, it isn’t currently possible to set a default sort order for your contacts list. The sorting resets each time you navigate away, meaning you would need to click the Name column to reorder the list each time. I can definitely see how this would be a useful feature.

Request: KBA signature option in contracts app

Hi @Aerin_Cunningham, Thank you for reaching out! As of now, KBA is not supported in our Contracts App, but I completely understand the need for it and will be sure to submit it as a feature request to our Product Team. If you have any other questions or feedback, feel free to let me know!

Bulk Delete Companies or Clients?

Hi @Ron_Hanfling, Thank you for reaching out and flagging this! I’ll be sure to escalate this to our Engineering Team to see if they can identify why this occurred and remove these entries for you, as bulk client/company deletion is currently not an option. I’ll be sure to follow up with you via email!

How to see who (clients), is currently logged in to the client portal?

Hi @Ron_Hanfling, If you’re seeing unknown users accessing your portal, it’s likely because the Self-serve sign up setting is enabled. This allows anyone to create their own client account without needing an invite from an admin. To turn it off, head to Settings → General → Self-serve sign up settings.

Multi lingual support

Hi @Aaron_Lambie, We have received this request from several customers, and it is on our roadmap. While I don’t have an exact ETA for when this feature will be available, I will make sure to list you as a plus one for a feature request with our Product Team. If it is helpful, you are able to set multiple languages for your users once released.

Modifications in the Tasks App

Hi @Maria_Crider, Thank you for reaching out! I completely understand how having the ability to allow clients to add their own tasks can be useful and will be sure to share this with our product team and have it submitted as a feature request. In the meantime, you can use our Forms App to create tasks that clients fill in.

Can you apply a discount or discount code to an invoice or product to a client?

Hi @Jessie_Barber, Thank you for reaching out! Apologies for the confusion! Negative line items are only supported on one-off invoices, which is why you’re seeing that error. For subscriptions or product line items, the best workaround is to manually set the price to reflect the discounted amount instead.

Enter key should = line break not post message

Hi @John_Bloomfield, Thanks for flagging this, I completely understand where your clients are coming from. I’ll make sure to follow up with our Product Team and submit this as a feature request, the ability to use Enter for new lines rather than sending, so that messages can only be sent by explicitly clicking send.

Deposits or split payments on services in store

Hi @Natasha_Panetta, Thank you for reaching out! While there isn’t a built-in payment plan feature for services in the store, there is a workaround you can use:

Create a service with a recurring payment — for example, instead of a one-time $900 charge, set it up as $225 per week and include in the description the total amount to be paid!

Feature Requests

Hi @Dale_R_Wright_II, I wanted to follow up on the deleted files trashcan feature you mentioned. I checked in with our Product Team and while a full trash bin isn’t on the roadmap, our engineering team is actively working on implementing soft deleting of files. This would allow our support team to recover deleted files as necessary.

Centralized Signed Contracts in Google Drive

Hi @Moises_Sanabria, thank you for reaching out! If I’m able to automatically send the signed contracts clients complete to a specific folder in Google Drive for each client. I saw there is a Google Drive App integration, from reading the Docs, yet I’m uncertain it does what I’m asking. Yes, you can integrate that!

Updated Forms. Address Fields & Conditional Logic

Hi @Kody_Foringer, Thank you for your feedback! I’m happy to share with you that conditional logic on forms is in fact on our roadmap. It is estimated to be released around the end of Q3. As for adding additional field types to the forms app, I can definitely see how that would be useful. I’ll be sure to share those suggestions as well!

Contracts - Checkboxes

Hi @Staffify_Team! Thank you for reaching out. Checkboxes are not currently available as an input option for contracts, but I can definitely see how that would be useful, and I’ll be sure to submit this as a feature request to our product team!

Invoice custom fields?

Hi @Colby_Allen, Thank you so much for reaching out! I completely understand the need for a feature such as this and can definitely see how it can be useful. I will be sure to give this feedback/request to our product team! For now, Assembly does offer access to our API endpoint to create custom fields.