What’s new in version 23.05
Improvements
Client Portal
- All email requests for your client’s signature will now include your company’s unique branding. If you have multiple logos on file with us, users will have the ability to select which logo relates best to the document they are sending.
- The option to select a preferred logo will now appear when entering your client’s information, prior to sending a request for approval. Default choices can take into account the Area associated to the Job that the document relates to.
For more information on managing client approvals, please see both our Client Portal and Approver Portal product guide articles.