Updates

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Knowledge Base 2.0

We couldn't be more excited to unveil the next iteration of the Knowledge base. If you want to read the full announcement you can view it here. The main feature additions include:

• A powerful new editor that supports rich text, images, videos, file attachments, and embeds.
• Custom visibility rules that let you share content with only a subset of your clients.
• A beautiful redesign that prioritizes the mobile experience.

Improvements and Updates

• Updated the sender name in email notifications to the portal name. This will make email notifications more relevant.
• Improved email deliverability so that fewer email notifications land in spam.
• Improved the mobile design of some settings pages.

New Files Module Controls

We added two new preferences to the Files Module. These preferences are accessible to internal Admin users on the Settings/Files page.

The first new preference lets you control if clients should be able to add their own files. We've heard from many of you that you want files for clients to be read-only, and that is now possible.

The second new preference lets you lock folder structures. If you want all of your client information to be organized in the same way (i.e. with the same folder hierarchy), you can now do that.

Improvements and Fixes

• Fixed a bug that prevented client users on mobile from navigating between Extensions.

New Admin Controls

Added an option to the Settings/General page that lets you disable the ability of client users to invite colleagues to their company. Also added an option to Settings/Files that lets you hide the Files page from clients who have no files uploaded. This is useful if you're only using the Files Module for a subset of your clients.

Improvements and fixes

• Fixed a bug that caused deleted clients to not appear correctly on the Invoices page.
• Fixed the design of the Messages page when you have no conversations.
• Improved the design of divider lines on message channels.
• The 'Refer Portal' settings page is now only visible to customers on paid plans.

Improvements And Fixes

• Added a new page that shows when a user is having Internet connectivity issues.
• Added the ability for client users to remove their only on-file payment method (as long as it is not being used in an active subscription).
• Improved the performance of the eSignature request experience. Also fixed an issue where files that were just signed flickered for a few seconds.

Messages Statuses & Read Receipts

When you have a conversation in the Messages Module, you can now see when a message you've sent has been successfully delivered and when it has been read. Small circular avatars indicate specifically which users have read your most recent messages.

Note that this feature is only shown to internal users. Client users cannot see whether or not a message has been read.

Customization Updates

We completely redesigned and simplified the Customization Page (on Settings/Customization). If you're on a large screen, the right half of the page shows you a real-time preview so that you know exactly what the client experience will look like.

New Login Experience

We've redesigned all authentication screens (login, sign up, reset password, etc.). On desktop, the authentication screens now show your square icon at the top and your login image on the right. The login image has an updated square size (500x500) and, like before, can be set on the Customization page. On mobile, the UI has been redesigned as you can see below.

Improvements and fixes

• Improved the performance of loading image assets. Now, if you upload a large logo, login image, or other asset, when a user loads a page that contains that image asset we automatically load a version of that image that is optimized for the screen size. For some login screens, load times are >90% faster.
• Improved the design of multi-select tags.
• Added a 'Powered by Portal' badge that shows on the login screen. It can be disabled on Customization page by users on the Pro plan.
• Fixed a bug where the Files tab on the client details page didn't show the empty state (i.e. the page that shows when no files have been updated).