This month’s updates include improvements to data uploads, custom form configuration, user management, and the Client Portal to help reduce manual steps, improve consistency, and save time. Let's dive in.
Accelerate Data Uploads With AI File Type Classification
AI file type classification makes uploading files faster and easier by using AI to automatically identify the file's type for you. After a file is uploaded, you can review the selection before proceeding. See this knowledge base article or click below for a quick walkthrough.
Easily Set Required Fields in Custom Forms
You can now mark any field as required directly during configuration, so users must complete it before saving. See how in our updated Knowledge Base article.
We’ve updated the admin user page to make user management easier. Admins can quickly edit users, resend invitations, clear SSO, and perform bulk actions like deleting multiple users at once. Check out this Knowledge Base article for a walkthrough of the new functionality.
New Client Portal Ticket Status Details
We’ve enhanced the Client Portal to provide clearer, real-time visibility into your requests, including standardized, color-coded statuses that make it easy to track progress and know when action is needed. You can see the changes here.
