Release notes
Onboarding and chat improvements
- Account and billing
- Jobs
- Solo
- Core
- Pro
- Enterprise
New
The customer sends their own pack, and the case names two people
Your Onboarding page now shows the two-week timeline, the names of your onboarding specialist and your account manager, and the five envelopes in your pack. You can upload files to each envelope directly from your account and they are read straight away. The reminder email takes you back to the same page. Limits: Your Onboarding is available to customers on a managed onboarding plan; everyone else uses the Getting Started page. Files can only be added through the web app, not the mobile apps.
Fixed
Every firm has a place to talk, and the New button says what it makes
When you open Chat for the first time, you will land in a firm-wide channel called general rather than an empty screen. The New button now shows clearly whether it will create a group or, if you have the chat manager role, a channel for the whole firm. The form also tells you what information is needed instead of silently greying out the button.