Happy New Year! Here's a summary of our latest updates for 2018.
- Documents Refresh: Quickly see what you've shared with your clients and what they've shared with you. Documents shared across the Portal (e.g. messages, session notes, tasks) can all be accessed from one organized place. Learn more
- Added ability for clients to upload and share documents. Learn more
- Added ability to resync files from Dropbox and Google Drive
- Upload and share up to 10 documents at once
- Move and delete files, and manage sharing for multiple documents at once
- Added history tracking for shared documents
- Added ability to confirm sessions on clients' behalf
- Added "Download as PDF with notes" option to export form notes and answers in PDF format. This setting was previously only available for export to spreadsheet
- Added ability to update the question type for a given form question
- Added abbreviated Terms of Service for clients
- UI/UX updates
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