New updates and improvements to Copilot.

January 20, 2021


Since the beginning, our vision for Portal has been to give your clients one unified place from where they can do business with you. After many months of development, we’re taking a big step in that direction by introducing a secure eSignature solution that is beautifully integrated with the rest of your portal. We recorded a quick video to show you how it works.

Module Management

We’re currently in the midst of the no code movement which is making it easier and easier to customize the tools you use to run your business. With this release, you can now enable and disable modules yourself. As we move forward with eSignatures and dozens of more modules over the next few years, this is an important first step in giving you complete control over how your software looks and feels to your team and clients.


Onboarding Tips card

If you have a portal but are not yet fully setup, we now show you an onboarding tips card with links that bring you directly to the relevant pages. If you dismiss it, it will permanently be removed for you and your team.


Improvements and Fixes

  • File channels are now auto-created when you create a new client.
  • Simplified the Create Client modal so that the company field is always visible.
  • Updated two email notifications so that they work regardless of which modules you have enabled.
  • Updated the sidebar so that subsections remain selected if you are on a create page. For example, if you are creating a new invoice, "Invoices" remains selected in the sidebar.
  • Updated the user details page so that Files is shown before Invoices.
  • Fixed a bug where the user details page sometimes cached the name of a user you previously selected.
January 13, 2021

Improvements and Fixes

  • Redesigned the headers used in the produced and introduced a universal search bar.
  • Redesigned the Create pages (invoice create, knowledge base article create, etc.) with breadcrumb navigation so it is easier to navigate back.
  • Redesigned the iconography used across the product.
  • Redesigned all buttons and dropdowns.
  • Fixed a bug that caused in-product file notifications to come in delayed.
January 6, 2021

Improvements and Fixes

  • Added support for sending SVG files in messaging.
  • Redesigned the sidebar.
  • Redesigned the iconography used across the product.
  • Redesigned the success & failure snackbars that are shown in the bottom-right for various actions.
  • Various minor design improvements that improve the mobile user experience.
  • Updated the permissions for Staff Internal Users so that General Settings and Domain Management Settings are restricted.
  • Fixed a bug that incorrectly saved due dates on invoice templates.
  • Fixed a bug that prevented file notifications from being shown in the sidebar.
  • Fixes a bug that prevented a small number of users from paying invoices with ACH.
December 30, 2020

Improvements and Fixes

  • Fixed a bug on the Module Management page that prevented tooltips from working correctly.
  • Added a page that is shown to users when they try to access a page that has already been disabled.
  • Added the ability to delete open invoices.
  • Fixed various UI bugs that made spacing look bad in text-heavy areas.
  • Fixed a bug where an infinite spinner is shown when trying to connect a new custom domain.
  • Fixed a bug where the Create button is not shown on the User details page (Invoices tab).
December 23, 2020

Improvements and Fixes

  • Added support for links in messaging.
  • Redesigned the module management settings page.
  • Fixed a bug that prevented some file notifications from going through.
  • Fixed a bug that caused issues with invoices that had due dates 1+ years in the future.
December 16, 2020

Custom domain management

We've added the ability for customers in our middle tier and Enterprise tier to add and manage their custom domains directly in their settings. Previously this is something we setup manually but now this functionality is available on Settings/Domains.


Real-Time CRM

Similar to recent updates that were made to the Files module, the CRM is now real-time. This means that you never have to refresh to see the latest state. If a new client is created (via direct sign up or by someone on your team), for example, the client user will just pop in at the top of the table.

Improvements and Fixes

  • Renamed the Billing module. It was previously called 'Payments' on the sidebar and is now called 'Billing'.
  • Renamed the team user management page in Settings from 'Members' to 'Team'.
  • Fixed a UI bug that made the User Details page look bad on mobile.
December 9, 2020

Improvements and Fixes

  • Added the ability for internal admin users to delete other internal users.
  • Added roles for client users. If many clients are associated with the same organization the Admin and Staff roles can be used to give people on a team the right permissions.
  • Improved the clarity of the text in the settings menus.
  • Fixed a UI bug on the Files page which led to multiple dividers being shown.
  • Fixed a UI bug on the messages dropdown.
  • Fixed a bug where deleting a client user logged out some internal users.
  • Fixed a bug where new lines didn't appear correctly on Messaging.
December 3, 2020

Improved Empty States

For internal users and client users, we now show helpful text and illustrations on pages where you have not created any entities yet.


Improved Email Notifications

First, you can now send messages, share files, and create invoices/subscriptions for client users who you have not invited to your portal yet. When you do this, the email notification will prompt them to Activate Account and then redirect them to the relevant page.

Second, when a client user gets an email notification and clicks on a link, we automatically make the experiences as seamless as possible.

  • If they are logged in to your portal, we redirect them to their destination directly.
  • If they are logged out, we pre-fill their email and ask them to enter their password.
  • If they have not been invited yet, we pre-fill their email and ask them to Active Account (which means they have to set their password).

Improvements and Fixes

  • Added the ability to drag & drop files into specific folders in the Files module.
  • Redesigned the Messages and Files UI.
  • Improved the sidebar design (we don't show section headers if you only have one section now)
  • Fixed a bug in Messaging Settings that made it unclear who is included in Welcome Messages.
  • Fixed a bug that prevented saving changes on the Customization page where you used special characters.
November 19, 2020

User Details View

When you are on the CRM page, you can click on any user and see the User Details page. Here you can see important information on the left, and switch among Messages, Files, and Payments views on the right.


Files Module - Product Notifications

Similar to Messaging notifications, the Files module now shows notifications directly in the sidebar and sorts your channels in order of most recent notification. This makes it easy to know exactly when your clients are adding any new files.


Redesigned Authentication Screens

The Sign, Sign Up, Confirm Email, and Reset Password screens have been redesigned from scratch. They now all show your customizable Auth Image on the right, make use of your logo, load much faster, and work nicely on mobile.


Improvement and Fixes

  • Added placeholder images and text on the Landing Page Module so that it doesn't look empty before it is customized.
  • Removed 'My Files' as a channel in the Files module. You can still manually access these files if you need them but we found that having 'My Files' was inconsistent with the other channels and mostly caused confusion.
  • Improved the performance of new user signups and logins by ~22%.
  • Improved the formatting of messages in the Messaging module - especially for bullet points and numbered lists.
  • Improved how tags are created in the Knowledge Base module.
  • Fixed a bug that prevented some users from creating new invoice templates.
  • Redesigned the toggles we use in various places in the product.
  • Redesigned the text fields we use in various places in the product.
October 29, 2020

Real-time Files Module

The Files Module is now real-time. What this means is that if you are logged in and your clients are taking actions (uploading files, renaming files, deleting files, etc.) you will see those changes happen directly without refreshing.

The Files Module is the first area in the Portal where we've enabled real-time. Over the next few months, we're going to make similar announcements for the other modules.

Billing Settings

We've seen many people set up billing customer portals for their businesses. To do that they turn off all modules except Payments and use their portal exclusively to make it easy for clients to pay them and see past invoices. Today's release makes this use case even better and includes "Billing Settings" which lets clients add multiple payment methods and set their primary payment method.

If you are interested in learning more about the benefits of billing customer portals, we wrote our first blog post on this topic yesterday.


Improvements and Fixes

  • Added the ability for internal users to select an invoice and "Mark Paid".
  • Added a phone number field to the Contact Us page in the Landing Page module. Now when new leads submit the form, you will get their phone number as well.
  • Added placeholder images to the Landing Page so that it looks good in areas where you don't set an image.
  • Improved the loading flow for client users who sign up directly.
  • Redesigned several email notifications to make the look more professional.
  • Fixed a bug where line items on invoices had a low character limit.

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