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All Announcements6 Feb, 2025

[NEW] Block "Action required" (Client Portal)

Improvement

A new block is automatically displayed to your clients when they log in to the portal, showing all pending actions—including pending forms, SmartDocs, invoices, assigned tasks, and unread messages :

CleanShot 2025-02-06 at 14.32.40@2x

 

 

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