All updates
Improvement
Inviting a client: add their documents in the same window
The “New client access” window now has a “Shared documents” section: a contract, an inventory or a price list can be added at the time of the invitation, and the client finds them at first sign-in.
Until now, you had to create the client's access, then reopen the client's record to share a document. Everything is now done in the invitation window, in section 5 · Shared documents.
- Client already saved: the client's documents folder opens from the window, and a document added there is saved straight away.
- New client: choose or drag several files (25 MB maximum each). They wait in the window and are added to the client's space as soon as the access is created.
- The preview on the right now greets the client by the name of their space, as the client space itself will.