Updates

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Folder Automations

You can now set up automations that involve folder creation. For example, you can set up an automation where a default folder structure is automatically set up for each new client. This automation, as well as our other ones, can be set up on Zapier or with our API.

Improvements & Updates

• Added support for most popular file types in the Knowledge base. When creating an article, you can now add Word, Excel, CSV, and most other file types.
• Improved the performance of using the Forms module. Previously the user experience was laggy when you had a very large number of questions.
• Improved the mobile user experience of opening and collapsing sidebar items that have subsections (Billing, Extensions, etc.).
• Improved the user experience of interacting with snackbars. Clicking 'X' on them now immediately hides them.
• Redesigned the command bar (Command + K) menu.
• Renamed various button in the internal user experience to make the primary action more clear.
• Fixed a bug that incorrectly showed the custom email domain connection status as "verifying" even though setup was already successful.
• Fixed a bug that prevented loading of your portal if your computer time is incorrectly set.
• Fixed a bug that prevented new portal from being created if certain special characters were used in the name.
• Fixed a bug that prevented some knowledge base articles from being updated if they had a large amount of content.
• Fixed a bug that previously made it impossible to update a scheduled subscription so that it instead starts immediately.
• Fixed a bug that caused 2 success snackbars to be shown in some circumstances.
• Fixed a bug that prevented users from removing some recommended resources cards on the home screen.

Form Automations

You can now set up automations that involve forms. You can read about the new form-specific endpoints and webhooks in our API documentation or look at the new triggers in our updated Zapier profile. With the new automations you can:

• Automatically assign a form to a client if something happens in your portal or externally. For example, if you have an onboarding form you can set it up so that clients are assigned the form when they log in the first time.
• Use form response data in your portal or externally. For example, you can use form response data to update custom field values in your portal or to fill out information in an external CRM.

Client Branding

When your clients are logged in to your portal, previously they would always see your portal name and icon in the sidebar. With our new client branding option, you can customize the client experience so that clients alternatively see their associated company name and icon in the sidebar. This option is only available if you have companies enabled in your portal.

Home Tab

Internal users can now access a new Home page in their portal. The purpose of the page is to act as a command center for your business and surface useful information and tips. The page is split into 3 sections:

• Setup guide provides new users a check-list of things to do to get fully set up.
• Latest release provides details about the latest update to our software and a link to our changelog.
• Recommended resources shows a feed of recommended resources, best practices, and advanced user tips.

The cards you see are based on many factors including your industry, company size, user type (admin or staff), usage trends, and others. If you don't want to see a card, you can click it away by clicking on the X in the top-right of the card. Later this year, we're going to expand on today's release and surface analytics on the home page.

New Sidebar

In addition to the Home tab at the top, you'll also see a few other updates to the internal user sidebar. The client experience remains the same.

• We've moved some of the items that were previously in your settings and moved them to the main sidebar. If you click on Portal you'll see that this section expands to show you the Customizations and the Modules and Extensions pages.
• If you have 1 or more Extensions added, you will now see just a single Extensions item in your sidebar. When you click on it, the section expands and surfaces all the Extensions you have added.
• The CRM page is now called Clients.

Improvements & Updates

• Added a new Zapier trigger for List Companies.
• Updated various links to point to our new help center.
• Fixed a bug that blocked some subscriptions from updates after they started.

Advanced Subscription Edits

When you edit an active subscription, you can now take 2 additional actions using the right-sidebar. The first lets you prorate changes and the second lets you reset the billing cycle. You can also see a preview of the next invoice, including the amount and date.

Security Center

With SOC2 and HIPAA compliance in place, we're also launching a security center that lets you get a better understanding of our security posture and request private documents. You can access our security center here.

Improvements & Updates

• Fixed a bug where due dates for auto-charge subscription were set with a due date of 30 days. Auto-charge subscriptions no longer have a due date.
• Fixed a number of bugs that affected keyboard shortcuts.

Portal University

Over the last 2 months we've been building a collection of video tutorials to help new users get set up and to help advanced users get the most out of the product. We're working on many new videos, but you can see what we have so far here.